Hi Welcome to the Microsoft Dynamics GP 2018 new feature
video my name is Isaac tlso and I'm a senior
support engineer for Microsoft Dynamics GP,
I want to start off by thanking you for your
product suggestions majority of the features in Microsoft Dynamics GP
2018 came from suggestions,
Of customers just like you,
Let's get started by listing off each of the new
features in Microsoft Dynamics GP 28 teen,
off garnishment reports purchase order number added to purchase requisition
navigation list for procurement,
Ability to roll down from set up on payroll in
human resources for enactment active records,
Print an email a single statement from the customer card
print purchase requisitions save select payment settings copy user access
across analytical accounting dimension codes,
One check per invoice vendor setting reprint distribution detail in
summary reports doc attach added to more areas,
Receiving's transaction entry window general ledger transaction entry window employee
inquiry I 9 form fixed assets asset general information and
more,
Odata version 4 GP
power by
content pack additional sorting added to select bank transactions window,
Payables transaction inquiry windows and receivables transaction inquiry windows renamed
payables windows from check to payments smartlist password per smartlist
wellness and health insurance integration,
hold status on sales transaction entry window,
Purchase order generator opens the purchase order list with new
peo filter exclude inactive deduction code filters added to deduction
look up window one click access to smartlist in web
client, reconciliation maximized window in webclient auto complete in web
client update sample data date and documentation,
General ledger account approval workflow,
Purchasing invoice approval workflow just saying receiving's transaction workflow,
Copy workflow step payable transaction workflow additional fields,
Bender workflow additional fields for EFT bank information reporting for
work flow,
order notification to requisition originator,
Email reminders for workflow, Purchase order workflow messages additional fields,
HRMSS employee email changes for time cards,
time and expense petee email approval functionality,
Now I'm going to demonstrate a few of my favorite
features let's start with purchase order notification to requisition originate
are,
With this new feature on your homepage in GP if
you opened their procurement tab you will see a list
of your most recent requisitions,
As you can see requisition one was submitted and completed
but it has not been purchased,
Requisition 2 and 3 have both been purchased,
Previous to Microsoft Dynamics GP 2018 we did not display
which po number the requisition was transferred to now the
user has a reference if they need to look up
the peel that was created,
Based on the requisition,
Let's take a quick look at the web client where
we added features like one click access to Smartlist
and auto complete,
my web client you will notice that I have one
click access to Smartlist on my menu bar at all
times,
Also,
Say that I enter a purchase requisition,
Our auto complete feature will suggest previously typed items in
for me just like the rich client,
can save my purchase requisition,
In without even closing the window I can go straight
to my Smartlist,
From here I can expand,
And open Smartlist rate in my web client,
Reminder emails for workflow,
Reminder emails are available under all of the workflow types
in your workflow maintenance window,
For example if I go to purchase requisition approval you
can see that if a task is over do it
will automatically be rejected,
If I go to any of my workflow steps I
can set a custom reminder time for each step so
that the approver when there's 2 hours remaining before the
task will be over too?
Will get a reminder email?
For example in this case if I submit a requisition
my approver Isaac Olson will have a time limit of
8 hours to approve it before the workflow will automatically
reject, When there's 2 hours remaining isaac will receive a
reminder email?
Here's an example of how this email would look,
Reporting for work flow,
Our workflow history report is going to be
under reports
company where flow history, But you can save options for
example I could create a workflow,
Requisition history,
For
Issac,
I can sort it by the type the user completion
date or due date I'm going to sort mind by
the completion date I can choose to include or exclude
the comments when the user submits,
I'm going to, Filter on justice the workflow type,
purchasing requisitions,
And then I'm also going to filter on my user,
Set your destination just like our other reports of the
options,
And now I can print,
You can see a list of requisitions under Isaac Olson
and,
for example when I submitted this one I put a
note that said it's for this project number,
Or on this requisition I put make sure bob double
checks my accounts before proving this is just a nice
way to get a report of was out there and
sits current status,
The final feature that I'll be demonstrating today
is the GP power BI content pack,
If you open AppSource in Power BI online and
search on Microsoft Dynamics GP
You can find our new content pack available for use,
This content pack, Is full of predefined reports that uses
your GP data
For example, We have financial reports sales reports,
Purchasing reports, And inventory reports that are all pre
divined using your data,
If I go to sales I can zoom into the
map and see where most of my sales are coming
from
I can also change the years and you can see
all of my reports will adjust according to which ever
year that I select,
These are just a few of the reports of the
many that come predefined with this content pack,
This concludes the Microsoft Dynamics GP 28 teen video demonstration
as a reminder I just picked up my favorite features
to show you,
There are many more you can check these out on
our new feature blog series for GP 2018 or on
the Microsoft Dynamics GP directory,
Once again my name is Isaac Olson and I'm a senior
support engineer with Microsoft
Dynamics GP and thank you for watching,
