The Dynamics GP 2018 release enhances specific areas of the product, while also expanding existing functionality, notably in the document attachment and workflow areas. The user experience has also been enhanced to make finding the information you use to make business decisions faster and easier.
Do more with Document Attachment
Dynamics GP 2018 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.
Workflow 4.0 Extended
The capabilities of workflow have been extended in Dynamics 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.
Reminder emails
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 workflow step
This enhancement adds efficiency to the process of setting up workflows by enabling you to copy steps within a workflow, renaming the step and including substeps to a workflow.
Reporting for workflow
A new workflow history report has been added for Dynamics GP 2018. The report can be filtered by workflow type, workflow approvers, workflow status, and by the approval date. The option to include workflow comments on the report is also available.
Additional fields are available for Payables transaction workflow
New fields are available in the Extended fields list option in the Work Maintenance window. The new fields include; Vendor account, Comment 1, Comment 2, Vendor class ID, Payment priority.
Additional messages are available for purchase order workflow
This enhancement lets you add account descriptions to workflow message that are distributed via email for Purchase order workflows and purchase requisition workflows.
Reminder emails
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 workflow step
This enhancement adds efficiency to the process of setting up workflows by enabling you to copy steps within a workflow, renaming the step and including substeps to a workflow.
Reporting for workflow
A new workflow history report has been added for Dynamics GP 2018. The report can be filtered by workflow type, workflow approvers, workflow status, and by the approval date. The option to include workflow comments on the report is also available.
Additional fields are available for Payables transaction workflow
New fields are available in the Extended fields list option in the Work Maintenance window. The new fields include; Vendor account, Comment 1, Comment 2, Vendor class ID, Payment priority.
Additional messages are available for purchase order workflow
This enhancement lets you add account descriptions to workflow message that are distributed via email for Purchase order workflows and purchase requisition workflows.
Other new and improved features in Dynamics GP 2018
- Login remembered when working in System Manager, now you only need to enter the system password once during an active session when working in multiple system windows.
- A variety of new Sort functions for the Receivables Transaction Inquiry window – by Type, document number, amount, amount remaining, document date, etc.
- A shortcut to SmartList has been added to the web client, making access to SmartList inquiries and reports faster and easier
- Unique passwords can be entered for individual SmartList favorites – in previous versions, anyone who knew the system password could modify the favourite
- The GP OData service has been updated to include paging and filtering, as well as adding support for OData version 4
- Print and Email a single statement from the customer maintenance or customer inquiry windows
- Print Purchase Requisitions
- User experience updates to the Dynamics GP web client
- Additional sorting options for Bank Reconciliations - save time when working on your monthly bank rec
- More integration and accelerators for Power BI with the new GP 2018 Power BI Content Pack
- Display Hold status in the sales transaction entry? Now you can display a Hold status, on transactions that have that status, from the Sales Transaction Entry and Sales Transaction Inquiry Zoom windows
Should you upgrade to Microsoft Dynamics GP 2018?
Organisations using older or unsupported versions of Dynamics GP (2013 or older) should consider an upgrade as Microsoft phase out support and updates to these versions. Your Annual Enhancement Plan which forms part of your support agreement provides you with access to the latest software, therefore you are missing out on a host of new features which you are paying for.
If you are concerned that your upgrade may take longer because you are on an older version, it may not be as painful as you think - our approach is swift and allows for no down-time. Talk to us, and we can advise on what will be involved.
On a recent release of Dynamics GP should you consider upgrading? Yes, we recommend keeping up to date with latest versions and utilising new features - you will also benefit from a short implementation.
If you are concerned that your upgrade may take longer because you are on an older version, it may not be as painful as you think - our approach is swift and allows for no down-time. Talk to us, and we can advise on what will be involved.
On a recent release of Dynamics GP should you consider upgrading? Yes, we recommend keeping up to date with latest versions and utilising new features - you will also benefit from a short implementation.
