TAKING A VICTORY LAP

Transcription

1 TAKING A VICTORY LAP Extending Purchasing Controls with Approval Workflows Christina Phillips Director BKD, LLP cphillips@bkd.com Sherri Lester Indianapolis Motor Speedway & IndyCar slester@brickyard.com February 7,

2 TO RECEIVE CPE CREDIT Participate in entire webinar Answer polls when they are provided If you are viewing this webinar in a group Complete group attendance form with Title & date of live webinar Your company name Your printed name, signature & address All group attendance sheets must be submitted to training@bkd.com within 24 hours of live webinar Answer polls when they are provided If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days of live webinar PRESENTERS Christina Phillips Director, BKD Technologies Microsoft MVP, MCT & MCP for Dynamics GP Sherri Lester Technical Analyst, Hulman & Company (Clabber Girl, Indianapolis Motor Speedway, IndyCar, IMS Productions) 2

3 OBJECTIVES Understand capabilities of Dynamics GP purchasing workflow Understand configuration & deployment considerations Align these capabilities with your own requirements WHY PURCHASE ORDER WORKFLOW? Control expenses with advance approval Apply consistent approval methodology Reporting/inquiry capabilities to view approval chain Reduced errors & increased oversight Can initiate as purchase order or as requisition Depending on complexity of routings, can be quick-to-goal 3

4 PURCHASING WORKFLOW CONCEPTS EMBEDDED & WORKFLOW Embedded in Dynamics GP after GP 2013 R2 No SharePoint or separate installation Available workflows include Batch approvals GL, RM, PM Payables transaction Purchase requisition (w/project) Purchase order (w/project) Vendor Employee Self-Service (profile, skills, direct deposit, timecard, W4) Project time & expense entry SmartList Designer View Approval 4

5 HOW? Uses Active Directory (with minimum of Self- Service user) Complete approvals in full or web clients or remotely via SQL Server Agent required for escalation Web services required for remote approvals WORKFLOW CONFIGURATION Workflow Setup Admin>Setup>System>Workflow Setup settings, including enabling actions (approve/reject) Admin>Setup>Company>Workflow Calendar Set working days for due date calculations Admin>Setup>Company>Workflow Create workflow Admin>Setup>Company> Message Setup Configure messages for notifications 5

6 Overview Workflow Configuration Using Purchase Order Workflow Hear From a User! Sherri Lester, Indianapolis Motor Speedway 6

7 MAKING IT HAPPEN Consider your requirements & goals Plan your routings Incorporate testing or a focus group Consider Your Requirements & Goals Requisitions vs. purchase order approvals Client-based vs. remote approvals Additional functionality needed (document management, etc.) Don t ignore reporting/analysis needs Focus on the why of implementation 7

8 Plan Your Routings Identify workflow users & approval levels Outline routings/conditions needed for approvals Get buy-in/sign-off on routings before you configure Incorporate Testing or a Focus Group Plan for a testing period, especially for routings & user experience Consider rolling out in phases &/or using a focus group for feedback 8

9 BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered 9

10 CPE CREDIT CPE credit may be awarded upon verification of participant attendance For questions, concerns or comments regarding CPE credit, please the BKD Learning & Development Department at FOR MORE INFORMATION Christina Phillips

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