trinsoft.com trinsoft.com What’s New in Dynamics GP 2018 Tara Cox TrinSoft, LLC
trinsoft.comtrinsoft.com
What’s New in Dynamics GP 2018
Tara Cox
TrinSoft, LLC
trinsoft.com
AgendaGP 2018 is Available!
• Web Client Enhancements
• Comprehensive Doc Attach
• User Experience
• Workflow 4.0
• Optimize Financials & HRP
• Distribution & Supply Chain Enhancements
trinsoft.com
Web Client Enhancements
• Auto-complete
• Shortcut to SmartList
• Bank reconciliation maximize window
trinsoft.com
Auto-complete
• Ability to have fields auto-complete in the web client as they do in the desktop client
trinsoft.com
Shortcut to SmartList within the Web Client
• Added the shortcut to the 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.
trinsoft.com
Bank Reconciliation Maximize Window
• The ability to maximize the Bank Reconciliation window has been added to the Web Client so the user doing a reconcile can see more transactions within the window, reducing the amount of scrolling needed to find transactions.
trinsoft.com
Comprehensive Doc Attach
• When Microsoft built Document Attachment in Dynamics GP, they relied on user input to identify the top scenarios you wanted solved.
• Next evolution with Comprehensive Doc Attach on most master record windows, inquiry windows and transaction entry windows.
trinsoft.com
Allow Doc Attachment 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
trinsoft.com
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
trinsoft.com
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
trinsoft.com
Display Project Notes in Project Inquiry &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
trinsoft.com
Document Attachment in Receivables Transaction Entry
• Document Attachment in ribbon
• Available in the Receivables Transaction Inquiry Zoom window too
trinsoft.com
Document Attachment in General Ledger Entry
• Document Attachment in ribbon
• Available in these inquiry windows
– Journal Entry Inquiry
– Transaction Entry zoom
trinsoft.com
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
trinsoft.com
Document Attachment on I-9 Form
• Added in ribbon
• No corresponding inquiry window
trinsoft.com
Add Document Attachment to Asset General Information Window
• Added Document attachment to Fixed Assets in General Information window
• Added to Asset Inquiry window too
trinsoft.com
User Experience
• Add sort to Receivables TransactionInquiry - by Customer
• Add sort to Receivables TransactionInquiry - by Document
• Add sort to Payables Transaction Inquiry - by Vendor
• Add sort to Payables Transaction Inquiry - by Transaction
• Additional Sorting in Bank Reconciliation Window
trinsoft.com
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.
trinsoft.com
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.
trinsoft.com
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).
trinsoft.com
Workflow 4.0
• Reminder emails 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
trinsoft.com
Reminder Emails
• Add reminder functionality to workflow• Reuse existing messages and modify with reminder comment
trinsoft.com
Copy Workflow Step
• Copy a step within a workflow• Option to rename new step• Option to include sub workflow steps
trinsoft.com
Reporting for Workflow
• Workflow History Report available
• Filter by workflow type, workflow approvers, workflow status, approval date
• Include workflow comments on report as option
trinsoft.com
Payables Transactions 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
trinsoft.com
Purchase Order Workflow Messages
• Add account description to email workflow message
• Purchase Order Workflow Message
• Purchase Requisition Workflow Message
trinsoft.com
Add EFT/Bank Details to Vendor Approval Workflows
• 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
trinsoft.com
GL Account Workflow
• New Workflow for GL Account
• Email message for GL Account
• Used throughout the system
trinsoft.com
Receiving Transactions Workflow
• New Workflow for Purchase Receiving Transactions
• Email message for Purchase Receiving Workflow
trinsoft.com
Purchasing Invoice Workflow
• New Workflow for Purchasing Invoice
• Email message for Purchasing Invoice
trinsoft.com
Optimize Financials
• One payment per invoice set or one payment per-vendor
• Save select payment settings
• Copy user access across dimensions in Analytical Accounting
• Payables checks windows renamed to reflect alternate payment options
trinsoft.com
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
trinsoft.com
Save Select Payment Settings
• Payment Option ID• Option to save
settings used to build batch
trinsoft.com
Copy User Access Across Dimensions in Analytical Accounting
• Copy User access settings in Analytical accounting from one user to another
trinsoft.com
Payables Checks Windows Renamed to Reflect Alternate Payment Options
• Payables Management Checks windows have been renamed to reflect the ability to make payments through credit cards, electronic funds transfers, or potentially other methods.
trinsoft.com
Human Resources & Payroll Enhancements
• Turn off Garnishment Reports in Posting Setup
• Roll down payroll setup options from setup to inactive records
• Change the department code in all data tables
• Restrict inactive deduction and benefit codes in lookup windows
trinsoft.com
Turn off Garnishment Reports in Posting Setup
• Garnishments Detail Report
• Garnishments Summary Report
• Defaults as Ask Each Time
trinsoft.com
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
trinsoft.com
Change Department Code in All Data Tables
• Allow the user to select an existing department code and modify it to a new department code
• All files including history tables
trinsoft.com
Restrict Inactive Deduction and Benefit Codesin Lookup Windows
• Per User setting• Option to restrict inactive
records and save• Setting for Company Deductions,
Company Benefits• Setting for Employee
Deductions, Employee Benefits
trinsoft.com
Distribution & Supply Chain Enhancements
• Purchase order generation list opens with newest PO
• PO information displayed for requisition originator
• Print purchase requisition
• Display Hold Status in the sales transaction entry
trinsoft.com
PO Generation Open List with New POs Displayed
• When create from the PO Generation, option to display new POs
• Open the PO Navigation list filtered to the generated POs
trinsoft.com
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
trinsoft.com
Print Purchase Requisitions
• Purchase requisition report
• Available from Requisition Entry and Requisition List
trinsoft.com
Display Hold Status – Sales Transaction Entry
• Display hold status on Sales Transaction Entryand Sales Transaction Inquiry Zoom
• Enable click to open icon
trinsoft.comtrinsoft.com
Dynamics Enhancements
GP2018
Are you ready?
trinsoft.com
Thank You
Thank you for attending today’s webinar.
Please contact Tara Cox if you have any questions, or if you would like a copy of the slides of today’s presentation.
Tara Cox
859.252.6225 x1017