What’s New in Microsoft Dynamics GP 2018 Jodi Christiansen Sr. Program Manager Microsoft #CollaborateCanada

Dynamics GP 2018

Microsoft Dynamics GP 2018 Comprehensive Doc Attach Workflow 4.0 When we built Document Attachment in Dynamics GP we relied on user input to identify the top scenarios you wanted solved. Today, we introduce the next evolution with comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.   With the release of GP 2018, we continue to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, we’ve added workflow capabilities like copy step and reminder emails.  User Experience Optimized Financials/HRP Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off the information stored in Dynamics GP.  Recognizing the voice of our customers, you've provided the feedback, we've optimized your Financials and HR/Payroll experience in GP 2018. 

Comprehensive Document Attachment

Comprehensive Document Attachment Document Attachment on Receivables Entry Document Attachment in General Ledger Entry Document Attachment on Employee Inquiry Document Attachment in I-9 form Display Vendor notes on Vendor Inquiry Display Customer notes on Customer Inquiry Display Project Notes in Project Inquiry and PA Project Inquiry Document Attachment in Asset General Information (FA) New option in setup to attach new documents in Inquiry windows  

Document Attachment in Receivables Transaction Entry Document Attachment in ribbon Available in the Receivables Transaction Inquiry Zoom window too Should we do other RM windows like Cash receipts

Document Attachment in General Ledger Entry Document Attachment in ribbon Available in these inquiry windows Journal Entry Inquiry Transaction Entry zoom Should we do Quick Journals

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 Move to ribbon?

Document Attachment on I-9 Form Added in ribbon No corresponding inquiry window Start here

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

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

Display Project Notes in Project Inquiry and 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 Start here

Add Document Attachment to Asset General Information window Added Document attachment to Fixed Assets in General Information window Added to Asset Inquiry window too Start here

Allow document attachments 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 Start here

User Experience

User Experience Add sort to Receivables Transaction Inquiry - by Customer Add sort to Receivables Transaction Inquiry - by Document Add sort to Payables Transaction Inquiry - by Vendor Add sort to Payables Transaction Inquiry - by Transaction System password should be valid for duration of the user session Rename of Payables windows to say Payments instead of Checks Autocomplete –Web Client SmartList Favorites – unique password protection SmartList Shortcut in Web Client Bank Reconciliation Maximize in Web Client Additional Sorting in Bank Reconciliation Window Update help icons to link to tagged online support documents GP OData service updated to support V4, other fixes  

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. Start here

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. Start here

System Password Users only need to enter the system password once during the active session to navigate around the system area within Dynamics GP. Start herer

Rename of Payables windows to say Payments instead of Checks Renamed the PM check windows to say payments to give broad definition to windows for different types of vendor payments: EFT, Credit Card payment etc. Start herer

AutoComplete – Web Client Ability to have fields autocomplete in the Web Client as they do in the Desktop Client  Start herer

Shortcut to Smartlist within the Web Client 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. Start here

SmartList favorites password Users have the option to put a unique password on smartlist favorites.  Will allow tighter controls as each password can be different instead of a system set password. Start herer

Bank Reconciliation maximize window – Web Client Within the WC when add the ability to maximize the Bank Reconciliation window so the user doing a reconcile can see more transactions within the window, reducing the amount of scrolling needed to find transactions. Start here

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) Start here

GP OData Service –updated Add support for V4 Paging Filtering Bug fixes GP Content Pack will be released soon based on OData service. Start here

Optimize Financials/HRP

Optimize Financials/HRP Copy user access across AA transaction dimension codes Print single statement from customer card and inquiry PO Gen open PO List with new PO's filter PO Number display on Requisition List for originator Print Purchase Requisition Display Hold status on Sales Transaction Entry One payment (check) per invoice vendor settings Save Select Payments settings Turn off garnishment reports in posting setup Roll down payroll setup options from setup to inactive records Change department code in all payroll files, including history Restrict inactive Deduction and Benefit codes in lookups  

Copy User Access across AA Dimensions Copy User access settings in Analytical Accounting from one user to another Start here

Print single statement from customer Ability to print customer statement from customer card and customer inquiry Select statement format before printing Start here

PO Generation open list with new PO’s displayed When create from the PO Generation, new PO’s display automatically Open the PO Navigation list filtered to the generated PO’s Start here

Print Purchase Requisition Purchase requisition report   Available from Requisition Entry and Requisition List Start here

PO Number display on Requisition List for originator When a PO is created from a requisition, display the PO number on the requisition list Display PO Number on home page Start here

Display Hold Status – Sales Transaction Entry Display hold status on Sales Transaction Entry and Sales Transaction Inquiry Zoom Enable click to open icon Start here

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 Start here

Save Select Payment settings Payment Option ID Option to save settings used to build batch Start here

Turn off Garnishments Reports in Posting Setup Garnishments Detail Report Garnishments Summary Report Defaults as Ask Each Time Start here

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 Start here

Change department code in all files Allow the user to select an existing department code and modify it to a new department code All files including history tables Start here

Restrict Inactive Deduction and Benefit Codes in Lookups Per User setting Option to restrict inactive records and save  Setting for Company Deductions, Company Benefits Setting for Employee Deductions, Employee Benefits Start here

Workflow

Workflow 4.0 GL Account Workflow Approval Purchase Receiving Workflow Purchase Enter/Match Invoice Workflow Copy Workflow Step Reminder emails for Workflow 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 New Workflow for GL Account Email message for GL Account  Used throughout the system Start here

Receivings Transaction Workflow New Workflow for Purchase Receiving Transactions Email message for Purchase Receiving Workflow Start here

Purchasing Invoice Workflow New Workflow for Purchasing Invoice Email message for Purchasing Invoice Start here

Copy Workflow Step Copy a step within a workflow Option to rename new step Option to include sub workflow steps Start here

Reminder Emails Add reminder functionality to workflow Reuse existing messages and modify with reminder comment Start here

Reporting for Workflow Workflow History Report available Filter by workflow type, workflow approvers, workflow status, approval date Include workflow comments on report as option Start here

Payables Transaction 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 20093

Purchase Order Workflow Messages Add account description to email workflow message Purchase Order Workflow Message Purchase Requisition Workflow Message 20093

Add EFT/Bank details to Vendor approval workflow 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 Start here

Microsoft Dynamics GP 2018 Comprehensive Doc Attach Workflow 4.0 When we built Document Attachment in Dynamics GP we relied on user input to identify the top scenarios you wanted solved. Today, we introduce the next evolution with comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.   With the release of GP 2018, we continue to extend the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, we’ve added workflow capabilities like copy step and reminder emails.  User Experience Optimized Financials/HRP Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off the information stored in Dynamics GP.  Recognizing the voice of our customers, you've provided the feedback, we've optimized your Financials and HR/Payroll experience in GP 2018. 

Microsoft Dynamics GP Roadmap 9/13/2018 Microsoft Dynamics GP Roadmap 2014 H2 2015 H1 2017 H2 2018 H2 2019 + 2016 H1 2016 H2 GP 2015 GP 2015 R2 GP 2016 GP 2016 R2 GP 2018 GP ‘Next’ GP ‘Next’ Service Based Architecture (SBA) Functionality Identity Management 2.0 Workflow 2.0 BA on multi- platforms (Windows, Apple & Android) All in One Doc Viewer AP Inv Approval Time Mgmt App Automated Provisioning for Azure Top feature requests Enhanced user experience for Web Client Multiple browser & device support for Web Client Workflow 3.0 PowerBI: Odata 1.0 Top feature requests Power BI: OData 2.0 Home Page Refresh Web Client Evolution Top Features Requested by Customers Workflow 4.0 Doc Attach Fin/HR Optimization Power Suite Top feature requests Top features requested by customers & community Ongoing Development © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Thank You Jodi Christiansen jchrist@microsoft.com Attendees…reminder to complete survey! #CollaborateCanada