What’s New in Microsoft Dynamics GP 2018Lauri Romaniuk

What’s New in Microsoft Dynamics GP 2018

• Sorting Options

• Document Attachment

• Sales

• Payments

• Purchasing

• Administration

• Workflow

• US Payroll

• Web Client

Sorting Options• Bank Reconciliation

• Payables Transaction Inquiry

• Receivables Transaction Inquiry

Bank Reconciliation

Sort by

• Payment

• Deposit

Ascending or

Descending

Payables Transaction Inquiry

Transaction by Vendor

Transaction by Document

Sort by• Document Number

• Type

• Original Amount

• Unapplied Amount

• Document Date

Ascending or Descending

Receivables Transaction Inquiry

Transaction by Customer

Transaction by Document

Sort by• Type

• Document Number

• Document Amount

• Amount Remaining

• Document Date

Ascending or Descending

Document Attachment• Attach in Inquiry windows

• Document attach functionality added

Attach in Inquiry windows

New option – allow attachment in

Inquiry windows

Can add password

Administration > Setup > Company >

Document Attachment Setup

Attach in Inquiry windows

• Vendor Inquiry

• Customer Inquiry

• Project Inquiry

• PA Project Inquiry

Vendor Inquiry

Customer Inquiry

Project Inquiry

PA Project Inquiry

Document attach functionality added

• General Ledger Transaction Entry / Journal Entry Inquiry

• Receivables Transaction Entry / Inquiry

• Asset General Information / Inquiry

• Employee Maintenance / Inquiry

• I-9 Form

GL Transaction / Inquiry

Receivable Transaction / Inquiry

Asset General / Asset Inquiry

Employee Maintenance / Inquiry

I9 form

Sales• Print statement from customer card

• Display hold status on sales transaction

Print statement from customer card

Print statement for single customer from Customer

Maintenance or Customer Inquiry

• Sales > Cards > Customer

• Sales > Inquiry > Customer• Print > Statement

Display hold status on sales transaction

Hold icon in Sales Transaction Entry window

Click icon to open sales

process holds window

Sales > Transactions > Sales Transaction Entry

Payments• Renamed payables windows to ‘payment’

• One payment per setting

• Save select payment settings

Rename payables windows to ‘payment’

Payables checks windows renamed to reflect the ability to pay through various methods

• Manual Checks > Manual Payments

• Select Payables Checks > Build Payments Batch

• Edit Payables Check Batch > Edit Payment Batch

• Edit Payables Check > Edit Vendor Payment

• Print Payables Checks > Print Payments

• Post Payables Checks > Post Payments

One payment per setting

New option in vendor

card to set One

Payment Per

New option in Build

Payment Batch for

One Payment Per

Save select payment settings

Payment Option ID to save settings

used to build payment batch

Multiple IDs

Purchasing > Transactions > Build Payment Batch

Purchasing• Printable requisition

• Purchase order transactions list

• Inform requestor of PO#

Printable requisition

• Print requisition from requisition entry window or requisition list

Purchase order transactions list

When create PO’s from PO Generator or Requisition, navigation list opens automatically filtered to the generated PO’s

Purchasing > Transactions > Purchase Requisition > Action > Purchase

Purchasing > Transactions > Purchase Order Generator

Inform requestor of PO#

When a PO is created from a requisition, the PO# is displayed on the Purchasing Requisitions navigation list

PO# also displays in the Procurement role center on the Home page

Administration• System password

• SmartList password

• Copy AA user access

• Updated Help documentation (F1)

System Password

Enter system password once during an active session

SmartList password

Protect your SmartList with a password

Required when modify a

SmartList favorite

SmartList > Favorites

Copy AA user access

New Copy button in User Access to

Trx Dimensions window to copy

settings from one user and apply

to another user.

Administration > Setup > Company > Analytical Accounting > User Access

Workflow• Workflow by series

• New workflows

• Workflow enhancements

Workflow by series (as of GP2018 RTM)

New workflows

• General ledger account

• Receiving Transaction

• Purchasing Invoice

Workflow enhancements

Additional fieldsPayables transaction approval• Vendor account, Comment 1, Comment 2, Vendor Class ID, Payment Priority

Vendor approval – EFT• Country, bank name, bank account, SWIFT code

Purchasing• Account Description field added for Purchase Order Workflow Emails

Reminder emails

Copy workflow step

Reporting• Administration > Reports > Company > Workflow History

Workflow - Reminder emails

• Workflow reminder emails can now be sent to users who have a workflow transaction pending their approval.

Workflow – Copy Step• Copy a workflow step from one workflow to another if they are

the same workflow type.

• Can mark the 'Include Sub Steps' option and copy all the secondary workflow steps that follow the workflow step you’re copying

Workflow enhancements – Self Service• Requisitions

• Purchase Order Number added to the Purchase Requisition Navigation List for Procurement

• PTE Email Approval Functionality • Project Time & Expense (PTE) Timesheets and Expense Reports can

now be approved through the Workflow assignment email. Functionality was added so the email will give a warning to approvers if there is a line that will put a project over budget on the Timesheet or Expense. There are two areas this can be setup: Timesheets and Employee Expense.

Requisitions

Purchase Order Number added

Project Time & Expense

The email will give a warning to approvers

US Payroll• Turn off garnishment reports

• Roll down to inactive records

• Department code modifier

• Exclude inactive codes in lookup

• Reprint Distribution reports

Turn off garnishment report

Turn off Garnishment Detail

and Garnishment Summary

reports

Administration > Setup > Posting > Posting

Payroll Series > Computer Checks Origin

• Payables Garnishment Detail

• Payables Garnishment Summary

Roll down to inactive records

Roll down payroll setup changes

to inactive records for Pay Code,

Deduction, Benefit and Shift Setup.

Options

• Active records

• All records

• None

Department code modifier

New option to change Department Code in all

payroll files, including history

HR & Payroll > Utilities > Payroll > Payroll Code Modifier

Exclude inactive codes in lookup

Restrict lookups to exclude

inactive deduction codes

• Check “Exclude …”

• Set as Default View

• By user

Reprint distribution reports

Reprint Distribution Detail and

Distribution Summary reports at

anytime

HR & Payroll > Reports > Payroll > Reprint Journals

Web Client• One click access to SmartList

• Bank Reconciliation maximize window

• Autocomplete in Web Client

Questions?

Thank youPlease fill out the survey provided