Category: Purchasing Module

#GPLifeHacks 176 – Requisition to PO – A Workflow gap identified!

If you’ve heard any of my ‘soapbox’ special discussions recently, you know that I am a huge fan of the enhancements flooding into Microsoft Dynamics GP.  In particular, I love to explore the workflow functionality!

Today I was asked a great question about controls involving turning a requisition into a PO.  At first, I was thinking that workflow handled this type of ‘control’.  However, after some discussion, I realized I was not listening well enough, and in fact, there is an easy way a requisition user can change the quantity, amount, etc… as they turn the requisition into a PO – after it was approved!  YIKES!!!!

GP Life Hack #176 – Requisition to PO – A Workflow gap identified! (and fixed!)

Continue reading “#GPLifeHacks 176 – Requisition to PO – A Workflow gap identified!”

#GPLifeHacks 152 – Put individual Payable Documents on Hold

Putting a vendor on ‘Hold’ is a helpful option when we want to prevent any payments from being made against a particular vendor.  This can be done for a variety of reasons, for example, (and my favorite!) we might put a vendor on hold until we receive their W9 document.GPLifeHack 152 Image 1

This allows us to continue entering invoices but prevents payments being made to that vendor…. for all of that vendor’s invoices.

But… wait.  What if I just have a question about a particular invoice and don’t want to accidentally pay it, but do not want to put the vendor on hold?

 

 

GP Life Hack #152 – Put individual Payable Documents on Hold

Continue reading “#GPLifeHacks 152 – Put individual Payable Documents on Hold”