Seven New Features in Microsoft Dynamics GP 2018 R2 (Part 3)

Seven New Features in Microsoft Dynamics GP 2018 R2 (Part 3)

A Brief Look Back: Part 1 and 2

In part one of this series, we explored seven improvements made in GP 2018 R2, discussing the following:

  • Monthly Recurring Batches: Use Last Day of the Month
  • Sales Transaction Workflow
  • New Visual Added to Display Vendor Hold Status
  • Toggle Business Analyzer Display for All Users
  • Print and Email Sales Order Processing Documents
  • Print in Functional Currency
  • Post Through General Ledger Files

Part 2 looked at additional features, providing insights on the following features:

  • Vendor Document Number in Purchasing All-in-One View
  • SmartList for Deposits on Unposted Sales Transactions
  • Include/Exclude Zero Quantity/Value Items on Historical Inventory Trial Balance
  • Security Improvement: Increased Password Length
  • Password Expiration Warnings
  • Easily Email Customer Statements
  • Allow/Decline Duplicate Check Numbers

Improvements Added to GP 2018 R2: Seven More Features Added to GP 2018 R2

Today, we would like to look at seven more new features added to the new iteration of Dynamics GP 2018 R2.

Payroll: Start Date and End Date for Each Pay Code

The first of three Payroll-focused features added top GP 2018 R2, Start Date and End Date for each pay code changes the way that check runs are completed. Added to the Employee Pay Code Maintenance Window, the feature is used when building the check run as to whether to include the selected pay codes. So if the check run is before the start date or after the end date, that pay code will not be included.

GP 2018 R2 Payroll Start Date

Payroll:Shared Maximum Benefit and Deduction Code

Also added to the payroll functionality, GP 2018 R2 adds a shared maximum benefit and deduction code. This new window allows professionals to set up calendar year maximums for things like 401K, Insurance, and more. This new window, Ded/Ben Shared Limit Setup, looks at the year-to-date amount and compare it to the calendar year max in this new window.

GP 2018 R2 Shared Maximum Benefit and Deduction Code

Payroll: Payroll Check Register Report Prints FICA Medicare and FICA Social Security

A third Payroll feature makes it easier to view and print total employer and employee FICA totals owed. Added to the Payroll Check Register Report, a new Total FICA Owed, Total Employee FICA owed, and totals for both FICA Medicare and FICA Social Security all print on the payroll check register report.

GP 2018 R2 Payroll Check Register

Purchase Orders: Partial Purchase on a Purchase Order

There are many occasions in which you do not need to order the complete amount listed on a requisition. Responding to user requests, Microsoft has adapted the purchase order functionality to allow a partial purchase on a purchase order.

When creating a purchase order from a purchase requisition you now have the option to change the quantity on the PO. Therefore, if the purchase requisition has a quantity of 100, when the PO is created you can change that quantity to something less, like 90. The remaining quantity is then canceled on the purchase order.

GP 2018 R2 Cancel PO Qty

Purchase Orders: Email PO Other Form

When sending purchase orders in previous versions of GP, you had one email option—blank paper. In GP 2018 R2, the Purchase Order Entry window the Email button now has both the Blank Paper and Other Form so you have options when sending the purchase order to the vendor.

GP 2018 R2 Email PO Other Form

Checkbook Management: Default Checkbook ID Defaults in Payables Batch Entry

Microsoft added a variety of new features to make the checkbook management process easier. The first improvement is added for situations in which a user would create a computer check batch. In GP 2018 R2, the Default Checkbook ID from Payables Management Setup will now default in the Payables Batch Entry window for Computer Checks. Additionally, the Checkbook ID will also default to the default ID in the Select Payments and Edit Payment Batch windows.

GP 2018 R2 Default Checkbook ID

Checkbooks: Option to Exclude Inactive Checkbooks

When searching for Checkbooks in GP 2018 R2, you now have the option to exclude inactive checkbooks by default. This feature cleans up the results and gives you more visibility into only the active checkbooks within the list.

GP 2018 R2 Exclude Inactive Checkbooks

Dynamics GP 2018 R2 Out Now: Will You Make the Move?

Microsoft Dynamics GP 2018 R2 offers a wide variety of new features for the users and administrators, and marks another chapter in Microsoft Dynamics GP’s long and vibrant history. Are you looking for a GP Partner? Integrated Business Group has helped clients to leverage GP for decades and whether you’re in need of a new implementation, upgrade, or just a partner who can help you with ongoing use, we’re there for you. We invite you to learn more about our services and contact us for more information.

Looking for FRx Replacements? New Webinar Explores Powerful Budgeting and Reporting Alternatives

Looking for FRx Replacements? New Webinar Explores Powerful Budgeting and Reporting Alternatives

FRx had a good run. Released as an MS-DOS application in 1991 and a Windows product in 1993, the product changed the way that companies completed reporting, offering powerful functionality at the time and much-needed intelligence. Acquired by Great Plains Software, who was in turn acquired by Microsoft, this reporting tool spent decades in the spotlight as the go-to application for reporting.

However, time passed and the competitive market evolved; by the end of the 2000s, FRx was no longer atop the reporting world and Microsoft announced that it would no longer offer new licenses for the product. Dynamics GP 2010 saw Management Reporter introduced as a replacement for FRx, a powerful alternative to an aging product. The beginning of the end for FRx was announced in 2010 and by December 2012, FRx sold its last license.

15 Minutes of Fame for Management Reporter

On December 31, 2012, Microsoft terminated support for FRx, marking the official transition to Management Reporter. The switch from the familiar FRx to the new MR platform was cause for concern at some organizations—long-time users of FRx lost the familiar Excel interface for a proprietary one and lost some small-but-unique features. In GP 2013, 2015, and 2016, MR was the stock application for reporting, but this all changed in 2016. Announced privately at Amplify 2016 and publicly a week later, Microsoft informed the world that there would be “no major enhancements” to Management Reporter.

While still supported until 2026 and available to integrate with Dynamics GP 2013, 2015, 2016, and 2018 (along with other Dynamics products), eight years is a long time to go without an improvement.

What’s Next? Modern Planning and Budgeting with Jet Global: October 30, 2018

With six years having passed since the last FRx license was sold and two since the last major Management Reporter update, many users are wondering what’s next for their budgeting and planning.

If you’re asking this exact question as you enter planning season, join Integrated Business Group and Jet Global Data Technologies for a brief one-hour webinar on Tuesday, October 30, 2018 at 11:00 AM EST. Click here to register or read more below.

In this webinar, technology experts will discuss the challenges of working with the no-longer supported Microsoft FRx reporting tool and no-longer updated Management Reporter, introducing two powerful budgeting and reporting solutions— Jet Reports and Jet Budgets.

Jet Reports

Imagine a familiar Excel-based interface, but smarter. If you miss the “good old days” of FRx (or are still using it) but are looking for a reporting platform that’s not only more powerful but provides continued support and updates, Jet Reports Professional provides both. With Jet Reports Professional, you receive fast, flexible financial and business reporting within Excel, giving team members access to advanced, accurate, and automated reporting data in a familiar interface.

The October 30 webinar will discuss Jet Reports functionality as the ideal replacement for FRx—providing a Dynamics-friendly reporting tool used by more than 14,000 companies.

Jet Budgets

Budgeting has always been a blind spot in ERP software. This isn’t a Dynamics-exclusive issue; few ERP platforms have the budgeting functionality needed by today’s business. Between design, collaboration, approvals and execution – there are numerous moving parts to the budgeting process that are often impossible to control. Unfortunately, this results in a chaotic, time consuming, and inaccurate approach to budgeting filled with email chains, inconsistencies, and animosity across the company.

Jet Budgets was designed specifically for Microsoft Dynamics and gives companies the power to control and streamline the budgeting process with a simple, adaptable, and easy-to-use fiscal planning solution. With automated workflows and an intuitive design, Jet Budgets allows organizations to cut their budgeting time in half, ensure consistency in the planning process, and fit an organization’s unique processes.

Take Control of Reporting and Budgeting: Join Us on October 30, 2018

From Excel-based reporting to GP-friendly budgeting, companies like yours are considering their next steps as they look to take control of their financial planning and analysis in 2019 and beyond. Join Integrated Business Group and Jet Global Data Technologies on Tuesday, October 30, 2018 at 11:00 AM EST to learn how Jet Reports Professional and Jet Budgets can be the perfect tool for your reporting and budgeting needs. Click here to Register.

IBG Presents: Benefits of Archiving Your GP Data (9/20)

IBG Presents: Benefits of Archiving Your GP Data (9/20)

When companies implement Dynamics GP, they immediately see the benefits it can provide for them. Fast, smart, and able to grow with them , this solution has been used for decades by mid-sized companies in need of a powerful and familiar solution. However, time passes, companies grow, and the amount of data your organization increases, resulting in a headache-inducing slowdown within the GP platform.

This is common—no matter how powerful a solution is, the more data it has to process, the longer it will take to process. Luckily, there is one way to clean up historical data in order to free up space. Company Data Archive has become a go-to solution for many organizations using GP, as it can increase performance and bring your GP solution back to its ‘glory days.’ This blog will discuss with you how it works and give you an opportunity to learn more in an upcoming webinar scheduled for September 20.

Why Should You Archive Your Dynamics GP Data?

Microsoft Dynamics GP is a powerful tool for organizations in need of familiar business management from a proven leader. As a whole, GP has been helping mid-sized businesses for decades, and is known for being a long-term business management solution—many companies will use GP through mainstream support and into or beyond the extended support phase.

Throughout the product’s use, however, the data begins to build up, putting increased pressure on processing power as the database for the live company continues to increase. As this happens, performance suffers, processing power decreases, and your productivity declines.

However, companies have found an easy way to overcome this challenge: Company Data Archive.

What is Company Data Archive and How Does It Help Improve GP Performance?

Company Data Archive provides organizations an easy way to improve Dynamics GP system performance. By moving historical information from your Microsoft Dynamics GP ‘live’ company to an ’archive’ company, organizations using GP can revitalize their system while keeping archived data available for reporting and decision support.

When you leverage the power of Company Data Archive to free up space, you can reduce hardware costs, increase performance, make upgrades and backups easier than ever, clean up clutter and more. This cost-effective solution can archive data from the following modules and more:

  • General Ledger
  • Bank Reconciliation
  • S. Payroll
  • Inventory
  • Sales Order Processing
  • Payables Management
  • Purchase Order Processing
  • Receivables Management

To help companies understand how the solution works and why it can help them, Integrated Business Group will discuss the power of CDA with attendees, introducing them to the process and answering questions at an upcoming September 20 webinar.

Join IBG on September 20 to Learn More

Would you like to maximize your Microsoft Dynamics® GP performance and minimize your time searching and waiting? Company Data Archive (CDA) provides an easy way to move historical information from your live company to an archive company. Archiving your data will reduce the size of your live company and improve performance while posting, running reports/inquiries/SmartLists, performing file maintenance, and much more.

During this session you will learn:

  • The benefits of archiving your GP data
  • How to optimize SQL Indexes & run GP diagnostics
  • How to analyze data distribution
  • How to perform an archive
  • What to expect after archiving

This one-hour webcast will take place on Thursday, September 20 from 11:00 AM EDT-12:00 PM EDT.

Click here to Register

Welcome to IBG Insights!

Welcome to IBG Insights!

The objective of IBG Insights is to provide education, training, resources, and information abut the dynamic subject of Business Software. Brought to you by Integrated Business Group (IBG), a leading software consulting and implementation partner, we will strive to provide relevant and actionable content about key software applications including enterprise resource planning (ERP), Business Intelligence (BI), customer relationship management (CRM), along with core financial and accounting applications, and more.  

IBG Insights will deliver this informative content via this blog, our complimentary e-newsletter (see registration form top right), periodic webcast training sessions, and our upcoming Resources Library with white papers, case studies, videos, and more. Have an idea for a blog or resource?  Please use  the IBG contact form to submit to our editors.