Microsoft has released their “What’s new in Dynamics GP” for version 18.2. There are some really great enhancements in this version! Check out the full list of Dynamics GP 18.2 new features below.
Financial Enhancements
Long description for payables transaction entries.
There is a new option in Payables Setup for very long descriptions of up to 200 characters. The long description displays on the following pages:
- Transaction Entry
- Payables Transaction Entry Zoom
- PM Transaction Inquiry
The description prints on the following checks in Payable Check Entry (single invoice):
- Check with Stub on Top
- Check with Stub on Bottom
- Check with Stub on Top and Bottom-Text
- Check with Stub on Top and Bottom-Graphical
- Check with Two Stub on Top
- User-Defined Check1
- User-Defined Check2
The long description prints on the PM Blank Document in Payables Transaction Entry.
The long description does not post to the general ledger.
Expand the view of fiscal periods
The window display length of the fiscal periods window is extended to give you an expanded view of the fiscal periods.
Show user who posted for Journal Entry Inquiry
The Journal Entry Inquiry window now has a new field that shows the user who posted the entry.
The User Who Posted field shows for both open entries and historical entries.
Add Class ID to Fixed Assets Transfer
The Class ID is now part of the scrolling window.
If you change the class ID, the assigned GL accounts will default and can be edited. The class ID now displays in the Fixed Assets Transfer and Fixed Assets Mass Transfer windows.
Document Attach available in Bank Reconciliation
You can now attach documents in the following windows:
- Bank Deposit Entry
- Bank Transaction Entry
- Bank Deposit Entry Zoom
- Bank Transaction Entry Zoom
Visual Cue for EFT Vendor on Edit Payment Batch
In Edit Payment Batch window, there is a visual cue to identify vendors that are set up to receive EFT payments.
Show Check Number in Apply Sales Document window
In the Apply Sales Document window, you can now see the check or card number that was entered on the payment at the time of entry.
Payroll option to not include additional withholding
In the Build Payroll Checks window, you can now specify if the check must include additional federal, state, or local taxes. The fields are selected by default to retain existing functionality.
The additional withholding settings are saved with the Default ID.
Payables Integration to Payroll Enhancement
You can specify a remittance address ID for vendors for use when creating the invoice from Payroll.
A new Payroll Integration to Payables Edit List report is now available from Posting Setup.
This includes Deduction/Benefit Quick Assignment functionality.
You can bulk-assign codes to one or more employees for the following codes:
- Deduction Code (Payroll)
- Benefit Code (Payroll)
- Miscellaneous Benefit (HR)
- Retirement Benefit (HR)
- Life Insurance (HR)
- Health Insurance (HR)
Go to the Quick Code Assignment window from the Deduction Setup window, and then mark all or unmark all or individually mark the employee(s) you want to assign the code to.
Exclude inactive records for HR benefit and Deduction lookups
- You can switch between viewing all benefits and filtering out inactive benefits in the following windows:
- Miscellaneous Benefit Setup / Miscellaneous Benefits Enrollment
- Health Insurance Setup / Health Insurance Enrollment
- Life Insurance Setup / Life Insurance Enrollment
- Retirement Plan Setup / Retirement Plans Enrollment
You can also save the current view as the default view.
Employment history reason for change for all dates
The Reason field now captures the reason for the change to an employee’s information when the hire date, adjusted hire date, or last day worked fields are entered or edited in the Employee Maintenance window. The same applies when the HR status is updated on the Employee HR Maintenance window that modifies those dates. The reasons and dates are then saved to the employment history for the employee.
Payroll Reprint pay statements by audit code
You can now reprint pay statements for an entire check run. In the Reprint Journals window, choose Reprint Pay Stub, specify the Audit Trail Code, and this will print a duplicate pay stub report for all employees included.
WORKFLOW ENHANCEMENTS
A number of updates have been made to the workflow area in Dynamics GP.
User Security Workflow
You can now set up a workflow for editing or adding user security.
User Workflow
You can now set up a workflow for editing or adding users.
Security Roles Workflow
You can now set up a workflow for modifying security roles.
Security Tasks Workflow
You can now set up a workflow for modifying security tasks.
Export and import workflows
You can now export a workflow to a .json file. Then you can copy that to another workflow or another company.
When you import an exported workflow from a .json file, you must specify the name of the new workflow. To import a workflow, the workflow type must match.
After import, set up workflow approvers and message options.
Change approver for active workflow tasks
In the new Edit Workflow Approver window, the manager of that workflow can modify who a task is assigned to.
Workflow managers can delegate workflow tasks, and the SA account can delegate workflow tasks.
Vendor approval enhancements
The vendor approval workflow has changed for you to submit to workflow if the vendor hold status changes, or when the document attach status updates for the vendor.
SYSTEM ENHANCEMENTS
Date options in SmartLists
With these new search options, users do not need to change dates in search criteria.
You can now view by:
- Prior Month
- Prior Period
- Next Month
- Next Period
Sort companies in User Access Setup
In the User Access Setup window, you can change the sort order of the companies that the user can access by company name or company ID.
Type to search and find a company by name.
Filter inactive users in User Access Setup
Specify if you want to include inactive users in the User Access Setup window.
More than 32 report options in Report Group
You can add more than 32 report options to a report group.
TOP FEATURE REQUESTS
Copy Report Option
You can now copy report options from another report to a current report, make changes, and save changes.
Filter Item Stock Inquiry by Date
You can set date filters in the Item Stock Inquiry window to restrict the view. Choose Redisplay to filter data based on the From and To dates.
Exclude Inactive Items on Item Price List
You can now specify if you want to exclude inactive items from the Item Price list.
Minimize transaction when Go To is selected for PO
The transactions window is minimized when you choose Go To for a PO when you receive a warning that a PO exists for that vendor.
The purchasing transactions navigation list displays on top, and the Payables Transaction Entry remains open with the transaction entered.
Return to the transaction entry to post or delete the transaction.
Save setting for how to show new POs
You can now specify what happens when a new PO is created with the following three options:
- Show the message that new purchase orders have been created so the user can open the Purchase Order list,
- Not show the message and just open the Purchase Order list, or
- Not show the message and not display the Purchase Order list.
Inactive field added to Item SmartList
A new field, Inactive, is added to the default Item SmartList. You can add it as an available column to other SmartLists that are based on the Item list.
Show the User ID in the Item master table
Write the User ID to the item record when added or updated. You can add the field as a column in Item SmartList query.
Paste from Excel in Web Client
You can now insert rows from Excel into the General Journal using the Dynamics GP web client.
Please refer to the following link for further information on the above: https://docs.microsoft.com/en-us/dynamics-gp/whats-new/version-october-2019. Of course, if you have any questions, please do not hesitate to contact us at any time!
