1. WHY SHOULD YOU UPGRADE YOUR DYNAMICS GP?
Presented by Jo deRuiter
“That GP Redhead”

2. Jo deRuiter 20 Years working with GP
20 as an end user in positions from Senior Accountant to CFO
10 as a consultant having worked with a number of Gold Partners and as an independent
All in all, 30 Years in Accounting Systems Chairman of GPUG Partner Advisory Committee (PAC)
Vice Chair GPUG Credentialing Council
Member GPUG Exam Committee Advanced Credentialed Professional
-Dynamics GP

3. UPGRADE G P
CONCEPTS
On why to Upgrade,
new features and More!

4. Good News First! GP 2018 Enhancements! System Level Financials
Distributions
HR and Payroll
Workflow
User Experience
What’s New in GP

5. GP 2018 System Enhancements
System Login
You’ll only need to enter the system password once during an active session when working in multiple system windows. Previously, users were prompted to log in multiple times when accessing different system windows.
Comprehensive Document Attach
Broadens the availability of the document attachment capability to additional master record windows, inquiries and transaction entry windows

6. GP 2018 Financials Enhancements
Print Single Statement From CUSTOMER WINDOW
Print the customers statement from the Inquiry windows!
The format will be what’s assigned in Receivables Setup
One Payment Per …
In the Vendor’s card you can now choose whether it’s a one-payment per invoice type of vendor
The default is to generate a single payment per BATCH
Save “Select Payment” settings!
Now you can save the settings that are always used in the “Select Payment Batch” Window
Formerly the “Select Checks” window
Copy User Access In All Dimensions in AA
Specify which users have access to dimensions and then copy the user access settings from one user to another
Payables Checks Windows Renamed
As you saw a moment ago – “Select Checks” is now “Select Payments”
This is to account for the now multiple payment options available in GP

7. GP 2018 Distributions Enhancements
Purchase Order Generator
List Now Opens with Newest POs
PO Information Displayed for Requisition Originator
When a PO is transferred from a Req, the PO Information will be displayed on the Req List so the Requisition Originator can be aware that the items have been ordered.
It also displays the PO number on the Procurement Role Center.
Print Purchase Requisitions
Print a Purchase Requisition from the Requisition Entry screen and the Requisition List Windows!
Display Hold Status in the Sales Transaction Entry Window
On transactions for customers on “Hold” an icon will display and can be selected to zoom on he sales Process Holds window!
It appears as a red-dot!

8. GP 2018 HR and PR Enhancements
Roll Down Setup Options to Inactive Records
Now you have an option to roll down changes to inactive employee records. The
options that are included in this feature include: changes to
Pay codes
Deductions
Benefits
Shift codes
Change Department Code in all Data Tables
Allow users to modify an existing department code and the changes will automatically update all the tables that contain that code – including History tables!
Restrict Inactive Deduction and Benefit Codes in Lookups!
Restrict the inactive records in lookup windows on a per user basis. You can restrict both company benefits and deductions, as well as employee benefits and deductions.

9. GP 2018 Workflow Enhancements
Reminder s:
This enhancement lets you set a reminder time period on the workflow that’s used to notify users if they haven’t reacted to their assigned workflow task within the specified time frame.
Copy Setups for Workflow
copy steps within a workflow, renaming the step and including sub-steps to a workflow
Additional Fields-Payables Transaction
Vendor account
Comment 1
Comment 2
Vendor class ID
Payment priority
Additional Messages for PO Workflow
Add account descriptions
Vendor Approvals
EFT Information
New Workflows
GL Accounts
Receivings Transactions
Purchasing Invoices

10. GP 2018 User Experience Enhancements
Additional Sorting Options
Find information Faster!
Receivables:
By Type
By Document
By Document Amount
By Amount Remaining
Document Date
Payables Transactions
By Document Number
By Original Amount
By Unapplied Amount
By Document Date
Bank Rec Window
By Payment Amount
By Deposit Amount
Unique Passwords for SmartList Favs
Option to assign a unique password to SL Favorites.
Helps restrict users who can modify the favorite to only those that know the password!
Previously anyone who had the System Password could modify favorites!
Shortcut to SmartLists in Web Client
Navigate to SmartList directly from the web client!
Auto Complete now on Web Client
Functionality to Recognize partial entries in fields to help with autocomplete added
BI Enhancements
The Odata service was updated to assist with BI reporting and a GP Content pack added to help automate Power BI Reporting

11. Dynamics GP 2018 R2 https://community.dynamics.com/gp/b/gpteamblog
This is the beginnings of an Evolutionary Path to harness the power of machine learning, cloud and AI for financial functioning, forecasting, reporting.
This functionality will utilize high speed data processing, analytics and provide shorter response times for decision making than ever before. Let’s break it down:
Touted as Intelligent Cloud:
New Feature 1 - The Intelligent Edge
Recurring Batch Enhancement: Check box to use the last day of the fiscal period as the posting date on recurring batches for monthly and bi-monthly. Those with fiscal period ending dates that are not necessarily end of month like those companies on accounting might like this.
Posting Settings: Ability to allow transaction-level posting and to post these through to the GL
Company:
Historical Inventory Trial Balance: Ability to exclude items with zero value or quantity
Inventory:
Check Numbers: Ability to disable duplicate check numbers on specific transactions
Check books: Hide inactive checkbooks In lookups
Financial:
Better FICA totals on payroll check registers for employer and employee
Start and end dates on paycodes on employee maintenance screens
Shared max for benefit and deduction codes: looks at the YTD max and compares to the calendar year max
Payroll:
Purchasing All In One: Now will display the Vendor’s document Number
Ability to now be able to the Purchasing “Other” form and not just the “Blank” form.
Requisitions can now have quantities changed on the fly when moving to Purchase Order
Checkbook will default on a computer check batch
Purchasing:
SOP Navigation Lists can be used to print documents in the originating currency and not just the functional currency
Customer Statements can be ed directly from the customer maintenance screen!
New workflows are added on quotes, orders and invoices and credit limits can be added to the workflow
Can now print AND SOP documents at the same time
New additional sort options on SOP Item Inquiries
Sales:
Hide Business Analyzer on all users is added
Password length increased to 21 characters and a warning up to 7 days on when it expires!
System:
Mass update status’ on Card records (i.e. inactivate, etc) from the navigation list for Vendors, Customers, Account and Checkbooks
SmartList Favorites created with Designer will appear in navigation lists
Navigation Lists:

12. TIME Dynamics GP Versions have Life Cycles GP 2018 Dynamics GP 2016
1/1/2023
+ 5yr
TIME
Dynamics GP 2016
7/13/2021
+ 5yr
Dynamics GP Versions have Life Cycles
Dynamics GP 2015
4/14/2020
+ 5yr
Dynamics GP 2013
4/10/2018
+ 5yr
Dynamics GP 2010
10/13/2015
+ 5yr

13. What To Expect A B C D Cost Concerns Planning and Timing
Risks and Issues
Testing and Cutover

14. Compatibility

15. Road Map of Future Releases and Things to Come!
Submit Your Suggestions to Microsoft!

17. Thank You!!
Jo deRuiter
GP_JodeRuiter
See You in #PhabulousPheonix