Automating Requisitions in Dynamics GP

If you thought your process was too complicated for the typical Expense, Purchase Requisition or Invoice Management Application think again! DynamicPoint’s SharePoint business automation applications address integration with additional modules in Dynamics. For GP users using Project Accounting or Analytical Accounting you have business automation options.

The product development approach taken to support these integrations is highly flexible in terms of which Dynamics modules or even custom external databases can be integrated. Instead of taking the approach of supporting one or the other, a concept of “external categories” has been implemented in all three of DynamicPoint’s products. This strategy enables data to be queried directly from Dynamics and either selected or defaulted on the SharePoint web parts within the Expense, Requisition and Invoice Management Applications. These categories can include such items as projects and cost categories, jobs and tasks, or analytical accounting codes and dimensions.

In addition to the ability to select this information in the application and ultimately pass it to Dynamics, an administrator in the system can configure relationships and restrictions amongst the categories. For example, maybe only a certain subset of projects should be available to a given department or expense type. The jobs and projects can be defined as related to departments such that only the users within those departments can select them.

These are just the capabilities of modules within the Dynamics products. We have already used the new external category capability to hook up to external SQL databases, customization tables and even 3rd party applications. It is pretty much a “you name it and we can integrate with it” opportunity. Assuming the external data source has a method for querying the data that is to be selected on the expense report, purchase requisition or invoice, then SharePoint can query it and the data will be available for selection on the SharePoint form. By Mike Marcin, DynamicPoint.

Join AKA and Partner, DynamicPoint for a webcast on Automating Requisitions in Dynamics GP Tuesday, July 14 @ 10 AM EST.

By | 2017-10-12T17:14:16+00:00 June 29th, 2015|Tech Tips|0 Comments
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Contributor: AKA Enterprise Solutions

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