What's New in Microsoft Dynamics GP 2018

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What’s New in Dynamics GP 2018

Tara Cox

TrinSoft, LLC

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AgendaGP 2018 is Available!

• Web Client Enhancements

• Comprehensive Doc Attach

• User Experience

• Workflow 4.0

• Optimize Financials & HRP

• Distribution & Supply Chain Enhancements

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Web Client Enhancements

• Auto-complete

• Shortcut to SmartList

• Bank reconciliation maximize window

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Auto-complete

• Ability to have fields auto-complete in the web client as they do in the desktop client

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Shortcut to SmartList within the Web Client

• Added the shortcut to the banner for SmartList for quicker navigation. Users who have access to the SmartList window will see it, those who do not have security will not see the shortcut.

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Bank Reconciliation Maximize Window

• The ability to maximize the Bank Reconciliation window has been added to the Web Client so the user doing a reconcile can see more transactions within the window, reducing the amount of scrolling needed to find transactions.

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Comprehensive Doc Attach

• When Microsoft built Document Attachment in Dynamics GP, they relied on user input to identify the top scenarios you wanted solved.

• Next evolution with Comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.

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Allow Doc Attachment in Inquiry Windows

• A new option is added to the Document Attachment setup window to allow users to add documents (attach them) in the inquiry windows.

• Password protected

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Display Vendor Notes on Vendor Inquiry Window

• New button added next to Vendor ID

• Notes entered in Vendor Maintenance can be accessed from the Vendor Inquiry window

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Display Customer Notes on Customer Inquiry Window

• New button added next to Customer ID

• Notes entered in Customer Maintenance can be accessed from the inquiry window

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Display Project Notes in Project Inquiry &PA Project Inquiry

• New button added next to Project No.

• Notes entered in Project Maintenance can be accessed from the Project Inquiry window and PA Project Inquiry window

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Document Attachment in Receivables Transaction Entry

• Document Attachment in ribbon

• Available in the Receivables Transaction Inquiry Zoom window too

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Document Attachment in General Ledger Entry

• Document Attachment in ribbon

• Available in these inquiry windows

– Journal Entry Inquiry

– Transaction Entry zoom

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Document Attachment on Employee Inquiry

• New button added next to Employee ID

• Document Attachments entered in Employee Maintenance can be accessed from the inquiry window

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Document Attachment on I-9 Form

• Added in ribbon

• No corresponding inquiry window

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Add Document Attachment to Asset General Information Window

• Added Document attachment to Fixed Assets in General Information window

• Added to Asset Inquiry window too

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User Experience

• Add sort to Receivables TransactionInquiry - by Customer

• Add sort to Receivables TransactionInquiry - by Document

• Add sort to Payables Transaction Inquiry - by Vendor

• Add sort to Payables Transaction Inquiry - by Transaction

• Additional Sorting in Bank Reconciliation Window

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Add Sort to Receivables Transaction Inquiry Window

• Added the ability to sort by Type, Document Number, Document Amount, Amount Remaining and Document Date in both Ascending and Descending Order for both Receivables Inquiry windows.

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Add sort to Payables Transaction Inquiry Window

• Added the ability to sort by Document Number, Type, Original Amount, Unapplied Amount and Document Date in both Ascending and Descending Order for both Payables Inquiry windows.

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Bank Reconciliation Additional Sorting Options

• Within the Bank Reconciliation window the user will have more options to sort the window so it is easier to find transactions during the reconciliation process. We are adding Amount (Payment and Deposit).

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Workflow 4.0

• Reminder emails for Workflow

• Copy Workflow Step

• Reporting for Workflow

• Payables Transaction Workflow – additional fields

• GP PO Workflow Messages - additional fields

• Add EFT/Bank Details to Vendor Approval Workflow

• GL Account Workflow Approval

• Purchase Receiving Workflow

• Purchase Enter/Match Invoice Workflow

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Reminder Emails

• Add reminder functionality to workflow• Reuse existing messages and modify with reminder comment

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Copy Workflow Step

• Copy a step within a workflow• Option to rename new step• Option to include sub workflow steps

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Reporting for Workflow

• Workflow History Report available

• Filter by workflow type, workflow approvers, workflow status, approval date

• Include workflow comments on report as option

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Payables Transactions Workflow – Additional Fields

• Add additional vendor fields when mark extended fields list– Vendor Account– Comment 1– Comment 2– Vendor Class ID– Payment Priority

• Added to workflow message also

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Purchase Order Workflow Messages

• Add account description to email workflow message

• Purchase Order Workflow Message

• Purchase Requisition Workflow Message

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Add EFT/Bank Details to Vendor Approval Workflows

• Additional fields available for Vendor workflow in Workflow Condition Editor

• Included in Extended Fields

• Vendor EFT Bank fields from SY0600 – Electronic Funds Transfer Master

• Add the fields to the Vendor Approval Workflow message

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GL Account Workflow

• New Workflow for GL Account

• Email message for GL Account

• Used throughout the system

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Receiving Transactions Workflow

• New Workflow for Purchase Receiving Transactions

• Email message for Purchase Receiving Workflow

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Purchasing Invoice Workflow

• New Workflow for Purchasing Invoice

• Email message for Purchasing Invoice

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Optimize Financials

• One payment per invoice set or one payment per-vendor

• Save select payment settings

• Copy user access across dimensions in Analytical Accounting

• Payables checks windows renamed to reflect alternate payment options

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One Payment per Invoice Vendor Setting

• Setting per vendor, one payment per invoice or one per vendor

• Default to use vendor option in build payment batch

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Save Select Payment Settings

• Payment Option ID• Option to save

settings used to build batch

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Copy User Access Across Dimensions in Analytical Accounting

• Copy User access settings in Analytical accounting from one user to another

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Payables Checks Windows Renamed to Reflect Alternate Payment Options

• Payables Management Checks windows have been renamed to reflect the ability to make payments through credit cards, electronic funds transfers, or potentially other methods.

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Human Resources & Payroll Enhancements

• Turn off Garnishment Reports in Posting Setup

• Roll down payroll setup options from setup to inactive records

• Change the department code in all data tables

• Restrict inactive deduction and benefit codes in lookup windows

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Turn off Garnishment Reports in Posting Setup

• Garnishments Detail Report

• Garnishments Summary Report

• Defaults as Ask Each Time

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Roll Down Payroll Setup Options from Setup to Inactive Records• Option to roll down changes to

inactive records • Pay Code Setup• Deduction Setup• Benefit Setup• Shift Code

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Change Department Code in All Data Tables

• Allow the user to select an existing department code and modify it to a new department code

• All files including history tables

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Restrict Inactive Deduction and Benefit Codesin Lookup Windows

• Per User setting• Option to restrict inactive

records and save• Setting for Company Deductions,

Company Benefits• Setting for Employee

Deductions, Employee Benefits

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Distribution & Supply Chain Enhancements

• Purchase order generation list opens with newest PO

• PO information displayed for requisition originator

• Print purchase requisition

• Display Hold Status in the sales transaction entry

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PO Generation Open List with New POs Displayed

• When create from the PO Generation, option to display new POs

• Open the PO Navigation list filtered to the generated POs

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PO Number to Requisition Originator

• When a PO is created from a requisition, display the PO number on the requisition list

• Display PO Number on role center

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Print Purchase Requisitions

• Purchase requisition report

• Available from Requisition Entry and Requisition List

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Display Hold Status – Sales Transaction Entry

• Display hold status on Sales Transaction Entryand Sales Transaction Inquiry Zoom

• Enable click to open icon

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Dynamics Enhancements

GP2018

Are you ready?

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To schedule upgrade, please contact TrinSoft today!

Tara Cox tcox@trinsoft.com

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Thank You

Thank you for attending today’s webinar.

Please contact Tara Cox if you have any questions, or if you would like a copy of the slides of today’s presentation.

Tara Cox

859.252.6225 x1017

tcox@trinsoft.com