What new & improved features are coming to Dynamics GP in October's update.png

What new & improved features are coming to Dynamics GP in October’s update?

Microsoft has recently released its latest October update for Dynamics GP with a whole host of new & improved features coming to the ERP system. The aim of the Dynamics GP October 2019 release is to improve specific areas of the product.

Financial Enhancements

Microsoft has revealed a number of improvements which have been designed to improve the finance area within Dynamics GP.

Long description for payables transaction entries

You will find that there is now a new option within Payables Setup to allow you to use long descriptions of up to 200 characters.

The long description will be visible on the following pages:

  • Transaction Entry
  • Payables Transaction Entry Zoom
  • PM Transaction Enquiry

Long description for payables transaction entries

The long description prints on the following checks in Payables 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 following document in Payables Transaction Entry:

  • PM Blank Document

Payables Transaction Entry Screen

Expand the view of fiscal periods

You will find that the window display length of the fiscal periods window has now been extended to provide you with a more comprehensive view of the fiscal periods.

Fiscal Periods Setup

Show user who posted for Journal Entry Enquiry

The Journal Entry Enquiry window now provides you with a new field that reveals which user posted the entry.

Journal Entry Inquiry

You will find that the User Who Posted field is visible for both open entries and historical entries.

Add Class ID to Fixed Assets Transfer

You will find that the Class ID has now been added to the scrolling window.

Transfer Maintenance

If you make changes to the class ID, the assigned General Ledger accounts will default and therefore are able to be tweaked. The class ID is revealed in the Fixed Assets Transfer & Fixed Assets Mass Transfer windows.

Document Attach available in Bank Reconciliation

You are now able to attach documents in the following places:

  • Bank Deposit Entry
  • Bank Transaction Entry
  • Bank Deposit Entry Zoom
  • Bank Transaction Entry Zoom

Document Attach in Bank Reconciliation

Workflow enhancements

Microsoft has announced significant updates which have been designed to improve the workflow area in Dynamics GP.

User Security Workflow

You are now able to create a workflow for editing or adding user security.

User Security Workflow

Security Roles and Security Tasks Workflow

Following this update, you can now create a workflow to be able to modify security roles and security tasks.

Security Roles Workflow

Security Tasks Workflow

Export and import workflows

You are now able to export a workflow to a .json file. From here, you are then able to create another workflow or another company.

Export - Import Workflow

When it comes to importing an exported workflow from a .json file, you must select the name of the new workflow. To be able to successfully import a workflow, the workflow type must be the same.

Workflow Type Match in Dynamics GP

Once the import has been completed, you can then set up workflow approvers and message options.

Change approver for active workflow tasks

You will see that in the brand new Edit Workflow Approver window, the manager of that workflow is now able to change who a task has been given to.

Edit Workflow Approver in Dynamics GP

It is important to note that Workflow managers are able to assign workflow tasks and the sa account can now assign workflow tasks.

System enhancements

Microsoft has released a number of new & improved updates which have been made to Dynamics GP across the different product areas.

Compatibility with SQL Server 2019, Windows Server 2019 and Office 2019

You will see that this version of Dynamics GP can now be used in conjunction with SQL Server 2019, Windows Server 2019 and Office 2019.

Date options in SmartLists

With the new search options now available in Dynamics GP, users will not need to change dates in search criteria

  • The Dynamics GP system date is set to November 11, 2019
  • Prior Month – all values from October 1-31
  • Prior Period – all values from 1st day of the previous period to last day based on period setup
  • Next Month – all values from December 1-December 31
  • Next Period – all values from 1st day of the next period to the last day based on period setup

Search Receivable Transactions in Dynamics GP

Sort companies in User Access Setup

You will see now that within the User Access Setup window you can change the sort order of the companies that a user is able to access by company name or company ID.

User Access Setup in Dynamics GP

Simply search to find a company by name.

User Access Search in Dynamics GP

Filter inactive users in User Access Setup

State if you would like to add inactive users in the User Access Setup window.

Filtering Inactive Users in User Access Setup in Dynamics GP

More than 32 report options in Report Group

Following this update, you are now able to include more than 32 report options to a report group.

Report Options in Report Groups in Dynamics GP

Top feature requests

Copy Report Option

You are now able to copy report options from one report to the current report, tweak it and then save the changes. This is a quick and easy way of setting standard values for different reports.

Copy Report Option in Dynamics GP

Filter Item Stock Enquiry by Date

You are now able to pick and choose date filters in the Item Stock Enquiry window to restrict the view. Simply select Redisplay to filter out the data based on the From and To dates.

Item Stock Enquiry in Dynamics GP

Exclude Inactive Items on Item Price List

You are now able to state if you would like to exclude inactive items from the Item Price list.

Exclude Inactive Items on Item Price List in Dynamics GP

Minimise transaction when Go To is selected for Purchase Order that exists

You will see that the transactions window is minimised when you select Go To for a Purchase Order when a warning pops up saying that a Purchase Order exists for that vendor.

Transactions Window Pop Up Message in Dynamics GP

You will see that the purchasing transactions navigation list shows on the top and that the Payables Transaction Entry stays active until the transaction has been added. From here you can go back to the transaction entry to either post or delete the transaction.

Save setting for how to show new Purchase Orders

You are now able to dictate what happens when a new purchase order is added to the system. Also, you can get the message to show when new purchase orders have been added so that the user can simply open up the Purchase Order list, you can also select to not show the message and just open the Purchase Order list, or you can choose to not show the message or the Purchase Order list.

Purchasing Order Processing Setup in Dynamics GP

If you are looking to transform the way you work by implementing Microsoft Dynamics GP, looking to upgrade your existing Dynamics GP solution to the latest version of GP or looking for additional GP support or tailored Dynamics GP training then please get in touch with Advantage today to get started on your journey.

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