1. Educational Session GP 2018 SNEAK PEEK
Presented by
Abra Gilman, Senior Consultant, Collins Computing
Tweet During today’s #GPUGPortland, #GPUG2018SneakPeek

2. GP 2018 Coming Soon! Scheduled for Dec All information within this powerpoint was gathered from Microsoft slides

3. What Version can I upgrade FROM?
There is no direct upgrade from Microsoft Dynamics GP 2013 to Microsoft Dynamics GP You must first upgrade to Microsoft Dynamics GP 2015 ( ) or later and then upgrade to Microsoft Dynamics GP 2018
GP 2015, I need to be on (2015 US YE) or later.
GP 2016, I need to be on   (2016 mid-year) or later.
Management Reporter 2012 CU16 is compatible with Microsoft Dynamics GP 2018

4. Microsoft Dynamics GP Roadmap
6/8/2018
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.

5. GP 2018 System Requirements
Operating System - 32 Bit or 64 Bit
MS Windows 10 Prof Edition or Enterprise Edition MS Windows 8 & 8.1Professional/Ultimate/Enterprise Edition
Database Requirements
Microsoft SQL Server 2016-Enterprise, Standard or Express Microsoft SQL Server 2014-Enterprise, Standard or Express
Operating System
Microsoft Windows Server 2016  Essentials or Standard Edition Microsoft Windows Server 2012  Essentials or Standard Edition Microsoft Windows Server 2012 R2 Essentials or Standard Edition
Microsoft Office /64 Bit or /64 Bit

6. Comprehensive Doc Attach Workflow 4.0
Bringing two worlds together
Enhancing the core application and platform
One Microsoft
Comprehensive Doc Attach
Workflow 4.0
Originally Top User Scenarios
Now Doc Attach on most master record windows, inquiry windows and transaction entry windows.  
GP 2018 continues to extend the capabilities of Workflow.
New workflows GL Account & Purchase Invoice. Also workflow copy step & reminder s. 
User Experience
Optimized Financials/HRP
Give users easier & faster ways to get to & find the data they are looking for.
Able to make decisions based off the information stored in Dynamics GP. 
Recognizing the voice of our customers!
MS has optimized your Financials and HR/Payroll experience in GP 2018 accordingly.
ON-PREMISES
IN THE CLOUD

7. Not necessarily documented, but I LIKE IT!
Abra’s finds
Not necessarily documented, but I LIKE IT!

8. TWO database (Fabrikam) default date
Default Date used to be 4/12/2017 (Fabrikam Day)
Now its 2027!
Test Data is now

9. Comprehensive Doc Attach Power BI
Bringing two worlds together
Enhancing the core application and platform
One Microsoft
Comprehensive Doc Attach
Power BI
Added Attach Screens:
Receivables Entry
General Ledger Entry
Employee Inquiry
I-9 form
Asset General Info (FA)
Added Inquiry Screens:
Vendor notes on Vendor Inquiry
Customer notes on Customer Inquiry
Project Notes in Project Inquiry and PA Project Inquiry
Option to attach new documents in Inquiry windows
Support Paging in OData Services
Support filtering in OData Services
Support OData V4
GP Power BI Content Pack
ON-PREMISES
IN THE CLOUD

10. New options for Inquiry & Additional Screens
Doc ATTACH
New options for Inquiry
&
Additional Screens

11. 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

12. 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

13. 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?

14. Document Attachment on I-9 Form
Added in ribbon (Go to I-9 from Employee)
No corresponding inquiry window
Paperclip has Paper behind it when doc exists.
Start here

15. 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
Add within Inquiry screen if turned on.

16. 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
May enter new attachments in inquiry screen if turned on.

17. 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
Can add in inquiry screen.
Start here

18. 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

19. GP OData Service -updated
Add support for V4
Paging
Filtering
Bug fixes
GP Content pack coming soon…
Start here

20. Microsoft Dynamics GP 2018 User Experience Changes (Basic Modules)
SORTING ADDED!! ASCENDING AND DESCENDING!!
Receivables Transaction Inquiry - by Customer
Receivables Transaction Inquiry - by Document
Payables Transaction Inquiry - by Vendor
Payables Transaction Inquiry - by Transaction
System password 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

21. Add sort to Receivables Transaction Inquiry window
Added the ability to sort by Type, Document Number, Document Amount, Amount Remaining and Document Date.
Ascending and Descending Order for both Receivables Inquiry windows.
Start here

22. Add sort to Payables Transaction Inquiry window
Added the ability to sort by Document Number, Type, Original Amount, Unapplied Amount and Document Date.
Both Ascending and Descending Order for both Payables Inquiry windows.
Start here

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

24. 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

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

26. 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

27. 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

28. 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

29. 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.
Added Amount (Payment and Deposit)
Start here

30. Microsoft Dynamics GP 2018 Optimized Financials/HRP Workflow 4.0
Copy user access across AA transaction dimension codes
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 check per invoice vendor settings
Save Select Payments settings
Turn off garnishment reports in posting setup
Rolldown 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
Reminder s 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

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

32. Email single statement from customer
Ability to customer statement from customer card and customer inquiry
It will print for the customer selected using the default format assigned in Receivables Setup
Start here

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

34. 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
Start here

35. Print Purchase Requisition
Purchase requisition report layout 
Option from Requisition Entry and Requisition List
Start here

36. 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

37. One check per invoice vendor setting
Setting per vendor, one check per invoice or one check per vendor
Remove company setting from select checks window
Use vendor setting when select checks or mark invoices in edit check batch
Start here

38. Save Select Payment settings
Setting ID 
Option to save settings used to build batch
Can be reused by entering setting ID
Start here

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

40. 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

41. 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

42. 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

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

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

45. 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

46. 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
Update messages
20093

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

48. 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

49. GL Account Workflow New Workflow for GL Account
message for GL Account 
Start here

50. Receivings Transaction Workflow
New Workflow for Purchase Receiving Transactions
message for Purchase Receiving Workflow
Start here

51. Purchasing Invoice Workflow
New Workflow for Purchasing Invoice
message for Purchasing Invoice
Start here

52. I’m so excited!!