What s New in Dynamics GP 2018

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1 What s New in Dynamics GP 2018 January 25, 2018 TO RECEIVE CPE CREDIT Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in a group, complete group attendance form o All group attendance forms must be submitted to training@bkd.com within 24 hours of live webinar o Answer attendance checks & polls when they are provided If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days of live webinar 1

2 INTRODUCTIONS Charles Allen Senior Managing Consultant More than 27 years experience Microsoft MVP WHAT S NEW IN DYNAMICS GP 2018 Platform & Systemwide Changes Workflow 4.0 User Experience Enhancements Business Intelligence (BI) Enhancements Financials Enhancements Distribution & Supply Chain Enhancements Human Resources & Payroll Enhancements 2

3 Platform & Systemwide Changes PLATFORM & SYSTEMWIDE CHANGES Login remembered for System Manager Activities Updates to Document Attachment More availability New button 3

4 DOCUMENT ATTACHMENT DEMO Workflow 4.0 4

5 WORKFLOW 4.0 Reminder s Copy workflow step Workflow reporting Additional fields for Payables Transactions Additional messages for purchase order (PO) workflow Bank used for EFT for Vendor Approval Workflow New workflows for GL accounts, Receivings Transactions & Purchasing Invoices WORKFLOW FOR NEW GL ACCOUNTS DEMO 5

6 User Experience Enhancements USER EXPERIENCE ENHANCEMENTS Additional sorting options on Windows Unique Passwords for Modifying Individual SmartList Favorites SmartList shortcut for Web Client Auto-complete in Web Client One-click Navigation to SmartList in Web Client Updated Help Icons Option to Maximize the Bank Recon window in the Web Client 6

7 ADDITIONAL SORTING OPTIONS DEMO BI Enhancements 7

8 BI ENHANCEMENTS GP OData Service includes paging & filtering GP OData Service supports version 4 Upcoming Content Pack ODATA DEMO 8

9 Financials Enhancements FINANCIALS ENHANCEMENTS Print a single statement from Customer Maintenance One payment per invoice or one payment per vendor options Save Select Payment settings Copy User Access Across Dimensions in Analytical Accounting Payables Checks windows renamed to use Payment 9

10 VENDOR PAYMENT OPTIONS DEMO Distribution & Supply Chain Enhancements 10

11 DISTRIBUTION & SUPPLY CHAIN ENHANCEMENTS PO Generation List opens with Newest POS PO Information displayed for Requisition Originator Print Purchase Requisition Display Hold Status in Sales Transaction Entry SALES TRANSACTION HOLD STATUS DEMO 11

12 Human Resources & Payroll Enhancements HUMAN RESOURCES & PAYROLL ENHANCEMENTS Roll down setup options to inactive records Turn off garnishment reports in Posting Setup Change the department code in all data tables Restrict inactive deduction & benefit codes in lookup windows 12

13 INACTIVE DEDUCTIONS & BENEFITS DEMO RESOURCES What s New Guide BKD Dynamics Insights Blog 13

14 BKD TECHNOLOGIES SUPPORT CENTER BKD Technologies Support Center for Microsoft Dynamics GP o (toll free) o GPsupport@bkd.com o Monday Friday, 8 a.m. 5 p.m. 14

15 BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered CPE CREDIT CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines For questions, concerns or comments regarding CPE credit, please BKD Learning & Development Department at training@bkd.com 15

16 Thank You! Charles Allen, Senior Managing Consultant

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