Post on 06-Apr-2017
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What’s New in Dynamics GP 2016 R2
John Stucky
TrinSoft, LLC
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Agenda
• Dynamics GP Roadmap
• System Wide Changes
• Business Intelligence
• Financials
• Distribution
• Project Accounting
• Human Resources & Payroll Enhancements
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System Wide Changes (Foundation)
• User ID now displayed in “This batch is being edited by another user”
message
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Business Intelligence Enhancements (BI)
• SmartList Designer in Advanced Lookups
• SmartList Favorite Protection
• HTTPS Support for Management Reporter
• Power BI on Web Client Home page
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BI: SmartList Designer in Advanced Lookups
• Users can assign
SmartList Designer
Lists to Advanced
Lookup windows
• Lookup windows
include all of the
lookups from the
advanced lookup
setup window
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BI: SmartList Favorite Protection
• When a user tries to
modify a SmartList
favorite they will be
prompted to enter a
password
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BI: HTTPS Support for Management Reporter
• Ability to deploy
Management
Reporter for https
access
• Access reports over
secure https
communication
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What is Power BI
• Power BI is a suite of analytical tools designed to analyze and share data.
• Power BI Desktop gives you tools to transform, analyze and visualize data.
• Power BI Mobile allows you to monitor important data from all of the
devices you rely on.
• You can securely connect to your data whether it is on-premise or in the
cloud.
• You don’t even have to be a developer to create meaningful and stunning
visual representations of your data.
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Power BI
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BI: Power BI Reports on Web Client Home Page
• Power BI reports rendered on home page for web client
• Click on report to go directly out to your Power BI site
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Financial Enhancements (Financial)
• GL Distribution Line Display Opens Expanded
• Credit Limit Warning Calculation for Unposted Credit Documents
• POP to FA Link to Include Taxes
• Link Credit Card Invoices to Original Invoice
• SafePay File Displays Check Name from the Check
• Save Fixed Asset ID with Suffix
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Financial: GL Distribution Line Display
Opens Expanded
• GL Transaction Entry
and Journal Entry
Inquiry windows will
default the scrolling
window expanded or
collapsed based on the
previous display state
• This is a per user per
form automatic setting
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Financial: Credit Limit Warning Calculation
for Unposted Credit Documents
• Adjust the credit
limit warning
calculation when a
cash receipt is
entered and is
applied against an
outstanding invoice
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Financial: POP to FA Link to Include Taxes
• Option to include tax as part of the acquisition cost when adding capital
item in Fixed Assets from purchase receipt
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Financial: POP to FA Link to Include Taxes
• Option to include tax as part of the acquisition cost when adding capital
item in Fixed Assets from purchase receipt
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Financial: Link Credit Card Invoices to
Original Invoices
• Update the Transaction
Description on the
credit card vendor
Invoice to easily track
back to the originating
voucher
• Modify Reconcile to GL
for Payables to link the
credit card payment
and credit card vendor
invoice to GL entries
with matched
Transactions
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Financial: Add Bank Rec History Table &
Do Transaction History Removal
• New process for Reconciled
Transaction Maintenance in
Routines
• Moves reconciled
transactions to Bank
Reconciliation history tables
• With data moved to history,
bank reconciliation processes
performance will improve
• When remove history, will
also remove any moved
reconciled transactions
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Financial: SafePay File Displays Check Name
from the Check
• Check Name from check is used in the file, not the default from the
vendor card
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Financial: Save Fixed Asset ID with suffix
• Enter a suffix for the fixed asset
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Distribution Enhancements (Dist)
• Display Tax Percent for Historical Transactions
• Cancel PO When Linked to a Requisition
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Dist: Display Tax Percent for Historical
Transactions
• When drilling into the
sales transaction tax
details, the tax
percent used at time
of transactions
displays instead of
the percent that is
setup on the tax
detail maintenance
window
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Dist: Cancel PO When Linked
to a Requisition
• Cancel purchase
order line quantity
when linked to a
purchase requisition
• Available in
Purchase Order
Entry and in Edit
Purchase Orders
• Warning is given but
can continue
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Project Accounting Enhancements (Proj)
• Timesheet Status Report
• Line Distributions added for each transaction
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Proj: Timesheet Status Report
• New report for PTE
Timesheets
• Print by status or by
approver
• Visibility into all
timesheets including
missing timesheets
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Proj: Line Distributions
Added for Each Transaction
• Distribution edited
by line item
• Cannot edit
Summary
• PA Trial Balance
Report will reflect
correct amounts and
distributions
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Human Resources & Payroll Enhancements
• Track History on Termination / Rehire Dates
• Allow Payroll User to Print Using Self-Service W2 Report
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Human Resources: Track Termination &
Rehire Dates in Human Resources
• New option called Employment History
• Access from Employee Maintenance
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Payroll: Allow Payroll User to Print Using
Self-service W2 Report
• W2 can be printed
without using the pre-
printed forms
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What to Expect in Dynamics GP 2018
• Set to be released around December 2017.
• Not much info has been confirmed about new features and
functionality for Dynamics GP 2018 yet, but expect improved
integration to popular add-on apps, added business intelligence
features, top requested features from customers and navigation
enhancements.
• Expect to see improvements and new features for Financials,
including payroll.
• Streamlined document management/attach functionality and a
new version of Workflow are all likely to be critical components
to the Dynamics GP 2018 release.
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Thank You
Thank you for attending today’s webinar.
Please contact John Stucky if you have any questions, or if you would like a copy of the slides of today’s presentation.
John Stucky
859.252.6225 x1013
jstucky@trinsoft.com