«
»

Microsoft Dynamics GP 2018- A Positive Pitch

Microsoft Dynamics GP 2018 was officially released on December 1, 2017.  Microsoft Dynamics GP was molded on an ERP model which continues to evolve with a detailed roadmap for the future with continual investments from Microsoft for its strong mid-market sector.  As a mature application, we can see more focus on User Experience and user requested functions, rather cosmetic touch up module releases to maintain a youthful appearance. This update launch is a great experience on the additional functionality experiences in the ERP system, where stability, flexibility, and scalability count the most.

In today’s modern world, businesses are running at a faster pace than ever before. If you stand at the crossroads with no leveraging on your software solutions properly you may fall behind in competitive advantage.  Following are the indirect advantages when you migrate to Microsoft Dynamics GP 2018.

Drive productivity with simplicity and ease of use
Offers your users anywhere, anytime access
Streamline your business with powerful capabilities
Informed decision making with easily accessible, contextual business insight
Enable power reporting and simplified document creation
Evaluate the cloud on your terms
Lower the costs and free up IT resources to be more strategic
Make the most of your investments

A Closer Look at Microsoft Dynamics GP 2018

Microsoft Dynamics GP 2018 come with an updated and new feature that helps the ERP clients in a great way. Here is an attempt to learn more about the added features with special emphasis on the different areas of improvement Dynamics GP’s latest update addressed.

 Human Resources & Payroll

Optimizing the Human Resources (HR) and Payroll experience for users was a huge priority for this update. Here are a few capabilities GP added to this department:

Turn off garnishments reports in posting setup
Roll down payroll setup options from setup to inactive records
Change department codes in all files
Restrict inactive deduction and benefit codes in lookups
Reprint distribution detail & summary reports
Advanced human resource wellness & health insurance integration

Workflow 4.0

Microsoft Dynamics GP 2018 helps companies that are looking for ways to leverage their ERP investment, find efficiencies and strengthen internal controls.  In later releases of GP as evolved from 2013 through 2018, Microsoft continued to roll out additional workflows options for better user experience. Below are the highlights of the latest version on workflow 4.0.

Principal list of workflows available through MS Dynamics GP 2018
Purchase order approval
Purchase requisition approval
Purchase Receiving workflow
Purchase enter/match invoice workflow
Project timesheets approval
Project expense report approval
Payroll timecard approval
Employee skills approval
W4 approval
GL Account approval
General Ledger batch approval
Vendor approval
Additional EFT/Bank Details to Vendor approval
Payables batch approval
Payables Transaction approval
Receivables batch approval
Reminder emails for Workflow

Using the reminder functionality, set up the GP workflow to create a reminder email in case someone forgot to complete an approval.  You can reuse existing messages and modify with comments for the reminder.

Copy Workflow Step

Allows you to select and copy a workflow step to another workflow. This simplifies the messaging and approval process, allowing companies to avoid repetition in creating a workflow.  This is a great time saver for companies who shall use several workflow conditions within a single workflow.

Reporting for Workflow

Visibility into the workflow process with additional fields in workflow reporting including filters by workflow type, workflow approvers, workflow status and approval date. The reports also include the workflow comments as an option.   Additional fields in Payables Transaction Workflow include Vendor Account, Vendor Master Comment 1, Vendor Master Comment 2, Vendor Class ID, and Payment Priority.

Additional fields in PO Workflow

Add more detail to the automated messages for PO Requisition or PO approval and include relevant fields in the message like the account description.

New Doc Attach Feature

With the new Document Attach features customers can now attach to the General Ledger transaction from the Action Pane.

Here’s a preview: Make sure you turn on the Document Attachment feature first. (Go to, Administration >> Setup >> Company >> Document Attachment Setup)

The document attach feature is available from the Action Pane for these windows:

General Ledger Entry
Receivables Transaction Entry
Enable this feature in the setup window above and you can view the documents attached to these inquiry windows:
Employee Inquiry
I-9 Form Inquiry
Fixed Assets Inquiry

You can now also see Notes in these inquiry windows:

Vendor Inquiry
Customer Inquiry
Project Inquiry
PA Project Inquiry

Now you can attach documents to transactions after they are posted through the Payables Edit Transactions window. (Purchasing >> Transactions >> Edit Transaction Information); Drill-down on the Number field: And then, you can attach your documents

Web Client Changes

Thee web client improvements in Microsoft Dynamics GP 2018 shall make navigation and usage a lot easier with the added features listed below.

Autocomplete
Shortcut to Smartlist within the Web Client
Bank Reconciliation maximize window
Smart lists Favorites with unique password protection. Great for sharing as read-only so no one makes changes to your Smartlists
Checks and Cheques have been renamed as Payments as seen in Payables Transaction windows. This reflects the common term for ETF vs Cheque.
Copy user access settings and security across Analytical Accounting dimension codes. Saves time on setting up new users for those using Analytical Accounting.
A variety of new Sort functions for the Receivables Transaction Inquiry window – by Type, document number, amount, amount remaining, document date, etc.
Ability to Print and Email a single statement from the customer maintenance or customer inquiry windows.
Ability to print Purchase Requisitions.
User experience updates to the Dynamics GP web client including ‘type ahead auto-complete’.
Additional sorting options for Bank Reconciliations. Helps save time when working on your monthly bank record.
More integration and accelerators for Power BI with the new GP 2018 Power BI Content Pack.

SIROCo Support on Microsoft Dynamics GP 2018

As a reliable Microsoft Certified Partner, SIROCo provides all-in-one support for installation to training with customized after-care. Data analysis through our system training delivered to client users and management shall make data-driven results easier and outcomes guaranteed. We provide maximum efficacy, which leads to our clients’ growth with our SIROCo Microsoft Dynamics GP  2018 Care and support. Our process takes a different approach than other traditional software companies. With our excellent Business Impact Assessment (BIA), we deliver support for critical investment decisions and ensure that your Dynamics GP 2018 implementation is executed to the business needs in a cost-effective manner.

Tags: ,

This entry was posted on Monday, February 5th, 2018 at 7:16 am and is filed under Dynamics GP, Siroco GP Care. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.