what’s new in microsoft dynamics gp2018
TRANSCRIPT
What’s New in Microsoft Dynamics GP2018Sarah Salzman (Tribridge) & Shawn Dorward (InterDyn Artis)
GP2018 New Feature Categories
• Sorting Options• Payroll• Document Attachment• Web Client• Sales
• Administration• Payments• Purchasing• Workflow• Power Suite
Sort Options
Receivables Sort Options• Two new sorts!
• Document Amount• Amount Remaining
• Available in:• Transactions by Customer• Transactions by Document
Payables Sort Options• Two new sorts!
• Original Amount• Unapplied Amount
• Available in:• Transactions by Vendor• Transactions by Document
Bank Rec Sort Options• Two new sorts!
• Payment Amount• Deposit Amount
Payroll
Turn off Garnishment Report• Turn off garnishment reports in
posting setup
www.interdynartis.com
Where:Administration/Company/Posting/Posting
Roll Down to Inactive Records• Roll down payroll setup options
from setup to inactive records
• You choose!
www.interdynartis.com
Department Modifier• Change department code in all
payroll files, including history
• No longer stuck with old department codes!!
www.interdynartis.com
Where:HR & Payroll/Utilities/Payroll/Payroll Code Modifier New!
Old
Filter out Inactive D&B’s• Restrict inactive Deduction and
Benefit codes in lookups
• Mark as “Exclude”• Set as Default View• By User!
www.interdynartis.com
DocumentAttachment
Add documents to posted items!• A new option allows your company to
permit document attachments to posted transactions!
• This option can have a password as well!
Where:Administration/Setup/Company/Document Attachment Setup
Receivables Transaction Entry• Doc attach added to ribbon
• Also available from Transaction Inquiry
Where:Sales/Transactions/Transaction Entry
GL Transaction Entry• Document Attachment in ribbon• Available in these inquiry windows:
• Journal Entry Inquiry• Transaction Entry zoom
Where:Financial/Transactions/Finance/General
Employee Card• New button added next to Employee ID
• Document Attachments entered in Employee Maintenance can be accessed from the inquiry window
Where:HR & Payroll/Cards/Payroll/EmployeeHR & Payroll/Inquiry/Payroll/Employee
I9 Form• Added in ribbon
• No corresponding inquiry window
Where:HR & Payroll/Cards/Human Resources/Employee/I9
Fixed Assets• Added Document attachment to Fixed
Assets in General Information window
• Added to Asset Inquiry window too
Where:Financial/Cards/Fixed Assets/General
Web Client
Smartlist Shortcut
• Added the shortcut to 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.
Autocomplete• Ability to have fields autocomplete in the
Web Client as they do in the Desktop Client
Bank Rec Window• The ‘Select Bank
Transactions’ window can be maximized making it easier to select items and reduce scrolling
Sales
Email Single Statements• Ability to email customer statement from
customer card and customer inquiry
• It will print for the customer selected using the default format assigned in Receivables Setup
Where:Sales/Cards/CustomerSales/Inquiry/Customer
Customer on Hold Icon• Display hold status on Sales Transaction
Entry and Sales Transaction Inquiry Zoom
• Enable click to open icon
Where:Sales/Transactions/Sales Transaction Entry
Administration
System Password• The system password only needs to be
entered one time per login
Smartlist Passwords• Protect your Smartlist with
Passwords
Where:From the ‘Favorites’ Button within Smartlists
Payments
Select ‘Check’ Renaming• With so many payment
options, the select checks work process has been renamed to ‘Payments’
Vendor Payment Settings• New option on vendor card to set payment
grouping PER vendor, not per build!
Where:Purchasing/Cards/Vendor/OptionsPurchasing/Transactions/Build Payment Batch
Save “Build” Settings• Payment ID’s capture and save your Build
settings
• No more forgetting which boxes to check or what restrictions to include!!
• Multiple ID’s!Where:Purchasing/Transactions/Build Payment Batch
Purchasing
Printable Requisition • Purchase requisition report
• Available from Requisition Entry and Requisition List
Inform Requestor of PO #• When a PO is created from a requisition,
display the PO number on the requisition list
• Display PO Number on role center
PO Generator List• When create from the PO Generation,
option to display new PO’s
• Open the PO Navigation list filtered to the generated PO’s
Where:Purchasing/Transactions/Purchase Order Generator
Workflow
Finance
GL Batch Approval
Sales
Receivables Batch
Approval
Purchasing
Payables Batch
Approval
Payables Transaction
Approval
Purchase Order
Approval
Purchase Requisition Approval
Vendor Approval
Payroll
Employee Profile
Approval
Employee Skills Approval
Payroll DD Approval
Payroll Timecard Approval
Payroll W4 Approval
Project
Expense Report
Approval
Timesheet Approval
Administration
SmartlistDesigner View
Approval
3 NEW WORKFLOW
S FOR GP2018!
Workflows in Dynamics GP as of 2016R2
“Receiving” Transactions• New Workflow for Purchase Receiving
Transactions
• Email message for Purchase Receiving Workflow
Purchasing Invoice• New Workflow for Purchasing Invoice
• Email message for Purchasing Invoice
GL Account• Want to have a formal, digital process for
GL Account approval?
• Use as an internal control and to help ensure accounts are needed and put in reporting
Expand on Purchasing 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
Reminder Emails• Add reminder functionality to workflow
• Reuse existing messages and modify with reminder comment
EFT Details for Vendors• 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
Purchase Order WF Changes• Add account description to email workflow
message
• New Purchase Order Workflow Email Message
• New Purchase Requisition Workflow Email Message
Copy Workflow Steps• Copy a step within a workflow
• Option to rename new step
• Option to include sub workflow steps
Workflow Reporting• Workflow History Report
available
• Filter by workflow type, workflow approvers, workflow status, approval date
• Include workflow comments on report as option
Where:Administration/Reports/Company/Workflow
Power Suite Evolutioin
Power BI
Q&A