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

1/24/2018 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 emailed their CPE certificates within 15 business days of live webinar 1

1/24/2018 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

1/24/2018 Platform & Systemwide Changes PLATFORM & SYSTEMWIDE CHANGES Login remembered for System Manager Activities Updates to Document Attachment • More availability • New button 3

1/24/2018 DOCUMENT ATTACHMENT DEMO Workflow 4.0 4

1/24/2018 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 5

1/24/2018 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

1/24/2018 ADDITIONAL SORTING OPTIONS DEMO BI Enhancements 7

1/24/2018 BI ENHANCEMENTS GP OData GP OData Upcoming Service includes Service supports Content Pack paging & filtering version 4 ODATA DEMO 8

1/24/2018 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

1/24/2018 VENDOR PAYMENT OPTIONS DEMO Distribution & Supply Chain Enhancements 10

1/24/2018 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

1/24/2018 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

1/24/2018 INACTIVE DEDUCTIONS & BENEFITS DEMO RESOURCES • What’s New Guide • BKD Dynamics Insights Blog 13

1/24/2018 BKD TECHNOLOGIES SUPPORT • BKD Technologies Support Center for CENTER Microsoft Dynamics GP o 877.253.7778 (toll free) o GPsupport@bkd.com o Monday–Friday, 8 a.m.–5 p.m. 14

1/24/2018 BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as The information contained in a sponsor of continuing these slides is presented by professional education on the professionals for your information National Registry of CPE Sponsors. only & is not to be considered as State boards of accountancy have legal advice. Applying specific final authority on the acceptance of information to your situation individual courses for CPE credit. requires careful consideration of Complaints regarding registered facts & circumstances. Consult sponsors may be submitted to the your BKD advisor or legal National Registry of CPE Sponsors counsel before acting on any through its website: matters covered www.nasbaregistry.org 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 15

1/24/2018 Thank You! Charles Allen, Senior Managing Consultant 713.499.4629 | callen@bkd.com 16