Dynamics GP 2018 – New Workflow Functionality

What’s new in the workflow functionality of Microsoft Dynamics GP 2018?

Microsoft continues to build on its Dynamics GP feature-rich functionality by making updates every year. In our latest blog, we look at the four key features added to workflows in GP 2018, improving their functionality and enhancing user experience. Read New Workflow Functionality.

Interested in making the jump to GP 2018 and taking advantage of these new features? Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.

Microsoft Dynamics GP 2018 – New Workflow Fields

In addition to new workflows such as General Ledger Account and Purchase Invoice, Microsoft Dynamics GP 2018 has added new Workflow capabilities. Find out what these capabilities are in our new GP 2018 Feature of the Day post.

Microsoft GP 2018 – New Workflows

Learn about the three new workflows that have been included in GP 2018

Most of us are aware of the term ‘workflow’ in relation to Microsoft Dynamics GP: it is a system that one installs with the product. Workflow provides functionality that one can use to create individual workflows or approval processes for a document, master record, or a batch. A workflow determines how these flow through the system, showing who the approver is and the conditions that they need to follow to provide approval.

This article highlights three new workflows that have been added to Microsoft Dynamics GP 2018, which were all created based on feedback from the community.

  1. General Ledger Account Workflow

  1. Receiving Transactions Workflow

  1. Purchasing Invoice Workflow

It is time for you to get organized with the GP 2018 workflows. Need assistance or have any questions? Please reach out to us at info@trideapartners.com..

Microsoft Dynamics GP 2018 – Document Attach Unplugged

The Microsoft Dynamics GP 2018 release enhances and expands existing functionality, notably in the document attachment feature. What are they? How has it evolved since GP2013? Our new blog takes you through the development of the Document Attach feature and how it has continued to add valuable enhancements in each of the versions.

Visit our sister company, InterDyn BMI’s, website to learn more. Read Document Attach Unplugged.

Microsoft GP 2018 – Document Attach in Summary

Microsoft Dynamics GP 2018 – Document Attach in Summary

Learn all about the Document Attach feature and its importance

In today’s article, we will be looking at the importance of document attachment. Microsoft Dynamics GP 2018 promises to enhance user experience and the Document Attach feature does exactly that. It enables users to attach multiple documents to Items, Customers, Vendors, Assets, and Transactions. The user gets easy and instant access to documents like W-9’s, Contracts, Credit Reports, Customer POs, pictures, and more. Now, users do not need to search all over the place for a document, and instead can attach any document or even a link to a OneDrive site or SharePoint.

Let us look at where you click to attach a document:

Here is what an attachment window looks like, allowing you an unlimited number of attachments while also storing date/time/user stamps:

In GP 2018, Document Attach added:

  • Receivables Transaction Inquiry Zoom
  • Journal Entry Inquiry
  • Transaction Entry Zoom Inquiry
  • Employee Inquiry
  • I-9 Form (No Corresponding Inquiry)
  • Asset General Information
  • Asset Inquiry Window

In GP 2018, Notes added to:

  • Vendor Inquiry Window
  • Customer Inquiry Window
  • Project Inquiry Window
  • PA Project Inquiry Window

Read our previous blogs on the document attachment feature: Comprehensive Document Attachment, Notes on Inquiry Windows, and Document Attach Security Setup feature. Learn more about our fixed GP upgrade costs by downloading our upgrade price comparison factsheet, click here.