Whats New in Dynamics GP 2018 January 25, 2018 TO RECEIVE CPE - - PDF document

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Whats New in Dynamics GP 2018 January 25, 2018 TO RECEIVE CPE - - PDF document

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1/24/2018 Whats 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

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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
  • All group attendance forms must be submitted to training@bkd.com within 24

hours of live webinar

  • Answer attendance checks & polls when they are provided
  • If all eligibility requirements are met, each participant will be emailed their

CPE certificates within 15 business days of live webinar

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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
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Platform & Systemwide Changes

PLATFORM & SYSTEMWIDE CHANGES

Login remembered for System Manager Activities Updates to Document Attachment

  • More availability
  • New button
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DOCUMENT ATTACHMENT DEMO

Workflow 4.0

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WORKFLOW 4.0

  • Reminder emails
  • 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

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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
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ADDITIONAL SORTING OPTIONS DEMO

BI Enhancements

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BI ENHANCEMENTS

GP OData Service includes paging & filtering GP OData Service supports version 4 Upcoming Content Pack

ODATA DEMO

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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

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VENDOR PAYMENT OPTIONS DEMO

Distribution & Supply Chain Enhancements

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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

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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

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INACTIVE DEDUCTIONS & BENEFITS DEMO

RESOURCES

  • What’s New Guide
  • BKD Dynamics Insights Blog
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BKD TECHNOLOGIES SUPPORT CENTER

  • BKD Technologies Support Center for

Microsoft Dynamics GP

  • 877.253.7778 (toll free)
  • GPsupport@bkd.com
  • Monday–Friday, 8 a.m.–5 p.m.
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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: www.nasbaregistry.org The information contained in these slides is presented by professionals for your information

  • nly & 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 email BKD Learning & Development Department at training@bkd.com

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Thank You!

Charles Allen, Senior Managing Consultant 713.499.4629 | callen@bkd.com