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In December, Microsoft released Dynamics GP 2018. While the team doesn’t typically recommend you install the latest release until it has been tested in the field for some time, we do think it is important to understand the changes in order to begin planning future upgrades. Will this be the release you target for a future upgrade?
Now 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.
This release broadens the availability of the document attachment capability to additional master record windows, inquiries and transaction entry windows. The option to attach new documents in Inquiry windows is also included. Document attachment is available from the ribbon in additional transaction entry windows
The capabilities of workflow have been extended in the GP 2018. In addition to new workflows, including general ledger account approvals and purchase order invoice approval, you can copy a step within a workflow, and send reminder email messages from workflow.
A number of enhancements have been added to GP 2018 that make it easier and faster to find information. The new sorting options can be displayed in either ascending or descending order.
Users now have the option to assign a unique password to SmartList favorites. The password restricts the users who can modify the favorite to only those that know the password. In previous versions, anyone who knew the system password could modify the favorite.
Now you can navigate to SmartList directly from the web client, making access to SmartList inquiries and reports faster and easier.
Functionality that recognizes partial entries in fields is now part of the web client, as it has been in the desktop client.
A shortcut has been added to the banner in web client windows, allowing one-click navigation to SmartList – for those who have been granted access to SmartList. User whose permissions do not include SmartList won’t see the shortcut.
Now you can print a statement for a single customer, from the Customer Inquiry window for that customer. The statement will use the statement format that’s assigned in the Receivables Setup window.
Now you can choose to make payments on individual invoices, or to choose a single payment per vendor. The choice of payment options is made in the Vendor Maintenance window. The default setting is to generate a single payment per vendor when you build payment batches using the Build Payment Batch window.
An option that allows you to save the settings used to build a payments batch has been added to the Payment Option ID field in the Build Payment Batch window.
In the User Access to Trx Dimensions window, you can specify which users have access to dimensions and copy the user access settings from one user and apply them another one.
Payables Management Checks windows have been renamed to reflect the ability to payments through credit cards, electronic funds transfers, or potentially other methods.
When you create purchase orders from the Purchase Orders Preview window using the Generate button, the new purchase orders can be displayed in the purchase order transactions list. When you use the Generate button, the PO Navigation List will automatically open with the newly generated purchase orders displayed.
When a purchase order is created from a requisition, the PO information is displayed on the requisition list so that the requisition originator can be aware that the items on the requisition have been ordered. The enhancement also displays the PO Number on the Procurement role center.
Now you can print a purchase requisition report from the Requisition Entry and from the Requisition List windows.
Now you can display a Hold status, on transactions that have that status, from the Sales Transaction Entry and Sales Transaction Inquiry Zoom windows. An icon will display and can be selected to zoom to the sales process Hold window.
Now you have an option to roll down changes to inactive employee records. The options that are included in this feature include changes to:
Additional control over printing garnishment reports has been added to the Posting Setup in Payroll. You can select whether to print garnishment detail or summary reports when you complete a pay run. The default setting is to allow users the option to print garnishment reports when you complete a pay run.
Now you can allow users to modify an existing department code and the changes will automatically update all the tables that contain that department code, including History tables.
This enhancement lets you 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.