Dynamics GP 2018 has been released and the goal of this release is to provide comprehensive, core functionality to enhance user experience, and platform around these key areas listed below.
The Resource Group will support and service only mainstream support versions of Dynamics GP. Please check to see if you are on a mainstream support version of Dynamics GP. Read more about it here.
Comprehensive Doc Attach
Document Attachment in Dynamics GP was built on end-user input to identify the top scenarios businesses want to solve. In Dynamics GP 2018, the next evolution of Doc Attach is that you can add attachments on most master record windows, inquiry windows and transaction entry windows.
This includes the following:
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)
Option to attach new documents in Inquiry windows
Doc Attatchment in Receivables Payment Transaction Entry
Optimized Financials & HRP
From the voice of our existing Dynamics GP customers, Microsoft has optimized your Financials and HR/Payroll experience in Microsoft Dynamics GP 2018.
The following new features and functionality have been added:
Copy user access across AA transaction dimension codes
Email 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
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
PO Generation Open List with New PO's Displayed
Dynamics GP Workflow 4.0
With the release of Dynamics GP 2018, Microsoft has extended the capabilities of Workflow. In addition to new workflows such as GL Account and Purchase Invoice, they have also added workflow capabilities like copy step and reminder emails.
A list of specific workflows added are the following:
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
Learn How to Upgrade Your Dynamics GP ERP Solution to 2018?
If you are on an older version less than Dynamics GP 2016, you should consider upgrading to the latest release. The Resource Group has a proven process to help clients upgrade their Dynamics GP solution. Contact us to review our checklist and receive an estimate for your upgrade.