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.

Seven More New Features in Dynamics GP 2018 R2

Seven More New Features in Dynamics GP 2018 R2

On October 1, Microsoft released Dynamics GP 2018 R2, an update designed to solidify the already-innovative and powerful Dynamics GP 2018 platform. Not only does the R2 update make necessary fixes to the software, it adds a wide variety of new features as requested by users. From the small to the large, these new features improve the user experience and make life easier for end users and administrators.

We began to discuss some of the new features in part one of our blog, looking at the following seven improvements:

  • 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

Seven (More) Improvements in GP 2018 R2

Today, we would like to turn our attention to seven more features that will appear in GP 2018 R2, including improvements to the Purchasing All-in-One view, SmartList updates, inventory, administrative enhancements, and more.

Vendor Document Number in Purchasing All-in-One View

The Purchasing All-in-One View has always provided users an easy way to view purchase orders, receipts, invoices, payments, and credit documents. However, previous editions required the GP document number—something many users didn’t have on hand. Now, GP 2018 R2 allows users to view and sort related documents using the more-commonly used vendor document number.

Gp 2018 R2 Purchasing All-in-One View

SmartList for Deposits on Unposted Sales Transactions

When a customer makes a deposit on a transaction yet to post, it’d be nice to track these deposits throughout the process. Now GP 2018 R2 features a SmartList setup that allows users to quickly see customers that have put a deposit on a sales transaction but the sales transaction hasn’t been posted. No more searching through the sales records to see the deposits, now you have a new SmartList to view the details.

GP 2018 R2 SmartList Unposted Sales Transactions

Include/Exclude Zero Quantity/Value Items on Historical Inventory Trial Balance

The Historical Inventory Trial Balance (HITB) report has two new print options in #GP2018R2, allowing you to choose whether to include or exclude items with zero quantity or value. These items will be excluded on the report if the options are not checked. By default, these items were included before but now you have a choice when printing the HITB report. If you do not want to print zero quantity/value items, then leave these checkboxes unmarked.

GP 2018 R2 HITB Print Options

Security Improvement: Increased Password Length

A strong password is a small but necessary step to increasing your firm’s cybersecurity. Especially in a financial application like Dynamics GP, you need to create a secure password to minimize the likelihood that a hacker could access your data using a brute-force attack, guessing your password using many guesses. Now, GP 2018 R2 features a longer maximum password (21 characters, maximum allowed by SQL).

GP 2018 R2 Password Length

Password Expiration Warnings

Microsoft has long featured password expirations as a security feature, but too often password expirations would just ‘happen’ at 10:00 on the expiration date. Now, GP 2018 R2 adds a warning screen when a user logs in for the seven days preceding the password’s expiration date. This gives users a chance to think up a new password.

GP 2018 R2 Password Expiration Notices

Easily Email Customer Statements

A major convenience improvement, GP 2018 R2 now allows for a more convenient way to email statements to customers directly through the Customer Maintenance window. The new feature adds the ability to email customer statements by clicking a new button in the ribbon of the Customer Maintenance Window. GP will use the email address on file to send the email.

GP 2018 R2 Email Customer Statements

Allow/Decline Duplicate Check Numbers

Formerly available in the Payables checkbooks only, a new feature has been added to GP 2018 R2 that will provide the option to allow or not allow Duplicate Check Numbers has been extended to Bank Transaction Entry, Payroll Manual Checks and Miscellaneous Checks. If this option is not checked duplicate checks are not allowed in these three windows.

GP 2018 R2 Duplicate Check Numbers

Dynamics GP 2018 R2 Released October 1: Will You Make the Move?

Microsoft has noted that the newest version of GP will be available to users on October 1, 2018. In the coming weeks, we will continue to highlight the newest features, discussing how they will help users do more in less time. 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.

Seven Exciting New Features in Microsoft Dynamics GP 2018 R2

Seven Exciting New Features in Microsoft Dynamics GP 2018 R2

At Integrated Business Group, we’ve been in business for over 30 years, many of which we have spent helping clients understand the value of, choose, implement, and operate Microsoft Dynamics GP. We understand the power of Dynamics GP for business and are happy to introduce you to the newest features and functionality of their upcoming release, Microsoft Dynamics GP 2018 R2.

New Features Set to Grace Microsoft Dynamics GP 2018 R2

GP 2018 R2 offers dozens of new features, fixes, and innovations that make end users’ jobs easier. In the coming weeks, we will explore each of the major improvements as we lead up to the October 1, 2018 release date.

Monthly Recurring Batches: Use Last Day of the Month

Over the years, GP has continued to automate repetitive tasks, helping end users to get more done in less time so that they can focus on informing business decisions. Monthly recurring batches have been around for a while in Receivables, Payables, and Inventory, but users had one problem: Dealing with varying month length. Based on input from users, Microsoft has added a new checkbox called ‘Use last day of the month’ for Monthly and Bimonthly batches.

When marked it will automatically set the posting date to the last day of the month. Therefore, if you set up a batch posting date of April 30 and tick ‘use last day of the month,’ the next posting date would be set to May 31. Without the box checked, this would default to May 30.

GP 2018 R2 Monthly Recurring Batches

Sales Transaction Workflow

Microsoft initially unveiled Workflow as a self-service tool through Business Portal, embedding  Workflows in GP 2013 as a way for users to define the way that a document, master record, or batch “flows” through the system. Over time, Microsoft continued to add to Workflows in GP, creating new workflows in new modules. GP 2018 introduced Workflow 4.0, and GP 2018 R2 added new workflow approvals on all transaction types in Sales Transaction Entry.

Microsoft added a new email message to work with sales transactions, just like the other workflow types. Workflow history is displayed in inquiry windows too.

GP 2018 R2 Sales Transaction Workflow

New Visual Added to Display Vendor Hold Status

GP 2018 introduced a visual that allowed users to add a visual regarding customer hold status in the Sales Transaction Entry Window. This was a popular feature, and users requested a similar feature be added for vendors to the Vendor Inquiry and Purchase Transaction windows. Now, if a vendor is on hold, a red icon will display next to the Vendor ID in Vendor Inquiry, Transactions by Vendor, Purchasing All-in-One View, and Payables Transaction Entry Zoom windows.

GP 2018 R2 Vendor Hold

Additionally, if a vendor is on hold, GP will display a warning message in the Payables Transaction Entry window before a user attempts to complete a transaction.

GP 2018 R2 Vendor Hold Status

Toggle Business Analyzer Display for All Users

Microsoft introduced Business Analyzer as a tool to display Microsoft SQL Server Reporting Services reports containing data from Microsoft Dynamics GP 2010 reports, expanding the tool in following releases. Business Analyzer helped many companies, but for some organizations that had less of a need for it, relied on a different visualization or business intelligence platform, or who only needed the tool for specific users, the constant display of Business Analyzer was just… There.

Now, GP 2018 R2 has incorporated a universal “Display Business Analyzer […]” option on the Home Page and Navigation List Pages. These options are global settings to make it easier to turn off the feature if companies are not using Business Analyzer. Individual users can still choose to turn on Business Analyzer using customize options.

Gp 2018 R2 Hide Business Analyzer

Print and Email Sales Order Processing Documents

A user-focused change, the ability to print and email sales order processing documents is a time saving functional update. When sending sales documents in previous versions, users would need to e-mail the documents and then print the remaining ones, but the R2 update allows for a combination of these steps, as displayed in the image below:

GP 2018 R2 Print and Email SOP

Print in Functional Currency

Next up is a feature to make it easier to print the sales invoice for your customer. In the Sales Order Processing Navigation List, you can print documents using the option in the ribbon.

In the Currency to Print field a new option for Functional lets you print the invoice in the customer’s currency. This saves time since you don’t have to navigate to the historical window to print the document. The default currency is still Originating but now you have the option to print in Functional currency from the navigation list.

GP 2018 R2 Print Functional Currency

Post Through General Ledger Files

A feature designed to simplify the process of transaction processing, another new feature in Dynamics GP 2018 R2 is a new posting option, Post Through General Ledger Files. This option is found in Posting Setup and if marked, allows transactions to post through GL.

GP 2018 R2 Post Through General Ledger Files

Post Through GL Files will apply to the following transactions: Invoice Entry, Receivables Apply Doc., Receivables Cash Receipts, Receivables Sales Entry, Sales Deposits, Sales Trx Entry, Voided Trx, Maintenance (Sales), Payables Trx Entry, Payment Entry, Purchasing Invoice Entry, Purchasing Prepayments, Receivings Trx Entry, Returns Trx Entry, Assembly Entry, Transaction Entry (Inventory), Transfer Entry, Manual Checks (Payroll), Project Accounting Transaction windows except Project Closing.

Dynamics GP 2018 R2 to be Released October 1

Microsoft has noted that the newest version of GP will be available to users on October 1, 2018. In the coming weeks, we will continue to highlight the newest features, discussing how they will help users do more in less time. 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. For more check out part 2: Seven More New Features in Dynamics GP 2018 R2.

Product Spotlight: Microsoft Dynamics GP

Product Spotlight: Microsoft Dynamics GP

As we continue to introduce ourselves in our blog series, we are today turning our attention to the product that we’ve worked with the longest—Microsoft Dynamics GP. With the Dynamics GP 2018 R2 set for an October 1, 2018 release, we would like to take a short look back at the product, the improvements that Microsoft has made over the years, and offer a brief look at the newest version of the software: Microsoft Dynamics GP 2018.

Dynamics GP: A Continually Improving Classic

Microsoft Dynamics GP traces its roots to 1981 and represented one of the originators in the market. Acquired by Microsoft in 2000, Dynamics GP continues to be one of the biggest names in enterprise resource planning software for small and mid-market companies.  Dynamics GP helps you manage your financials, inventory, and operations. Designed to improve the way companies in a variety of Industries do business, Dynamics GP is available On-Premise or in the Cloud.

There are currently three versions of Dynamics GP under Mainstream Support, GP 2013 Service Pack entered Extended Support on April 11, 2018 and Extended Support for 2010 ends on October 10, 2020. For the longest possible support for your business, we recommend GP 2018, with the R2 version scheduled for release on October 1, 2018. We will discuss new features in GP 2018 R2 below and in an upcoming blog series.

Dynamics GP 2015

Dynamics GP 2015 marked the major transition to its modern iterations. Introducing Workflow 2.0, web client enhancements, employee self -service enhancements, Management Reporter improvements, and more, the improvements in GP 2015 were built on in later versions. Learn more about Dynamics GP 2015 here.

Dynamics GP 2016 and GP 2016 R2

Microsoft Dynamics GP 2016 and 2016 R2 built on previous releases to offer important upgrades to business intelligence capabilities, making improvements to financial management, distribution, project accounting, payroll, and more. GP 2016 R2 improved workflows and added functionality to the same modules on user requests. You can learn more about our work with Dynamics GP 2016 here.

Dynamics GP 2018

GP 2018 is the newest version of the GP line. Built on decades of experience and adding features built around user requests, GP 2018 is the most advanced Microsoft Dynamics GP product available.

The GP 2018 release adds to previous releases and enhances specific areas of the product, while also expanding existing functionality, notably in the document attachment and workflow areas. In addition to the major platform and system-wide enhancements, much of the innovation in GP 2018 was focused on the following areas.

  • Workflow 4.0: In addition to new workflows, including general ledger account approvals and purchase order invoice approval, you can copy a step within a workflow, and send reminder email messages from workflow.
  • User experience enhancements: Redesigned to improve the user experience, UX improvements included easier sorting, SmartList control, and major Web Client Improvements.
  • BI enhancements: GP 2018 was built to work well with Power BI, and the GP Content Pack allowed users the ability to slice and dice numbers like never before.
  • Financials enhancements: Various user experience and functionality enhancements made it easier than ever to use the financials module in GP 2018.
  • Distribution and supply chain enhancements: Advancements to purchase order generation, printing, sales transactions, and more graced the new GP 2018 release.
  • Human Resources and Payroll enhancements: Various improvements to the HR functionality included the ability to roll down changes, take control over printing garnishment reports, and update department codes in data tables with ease.

GP 2018 built on the advancements made throughout the life of the product and continues to provide better experience for customers. Learn more about the power of Microsoft Dynamics GP 2018 here.

Stay Tuned for R2: Blog Series on New Features Coming Soon

Many businesses wait for the R2 version of Dynamics to come out to make the move. Often released within the first year, these updates provide the necessary bug fixes as well as user-requested functionality. With Dynamics GP 2018 R2 on the horizon, we will discuss the enhancements that Microsoft is making in R2 in a series of upcoming blogs based on Microsoft’s Feature of the Day series.

Ready to discuss your move to GP? Learn more about the product and contact us for a free consultation.

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