Dynamics GP Tech Conference 2017: New Features In Workflow

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

There have been new features in other areas, which I will come back to, but Workflow is sort of “my thing”, so I’m going to mention the new features which are being added to Workflow 4.0 (I apparently missed the boat somewhere on the name change to Workflow 3.0?).

The coming new features are:

  • Reminder emails for Workflow – this is a feature which has been requested of ym by a couple of clients recently, so nice that I’ll be able to go back and tell them it will be in the next version.
  • Copy Workflow Step – nice to see this one added as it was one of my suggestions on MS Connect.
  • Reporting for Workflow – I’m not sure what is coming in this, but it would be nice to have some default reports showing the history of documents as they passed through the Workflow.
  • Payables Transaction Workflow – additional fields
  • PO Workflow Messages – additional fields – there are never enough fields available for the Workflow, so nice to know more will be available by default.
  • Add EFT/Bank Details to Vendor Approval Workflow – if this one is as it sounds, that will be fantastic as so many clients want this functionality. I think it only took so long as EFT isn’t anywhere near as big in the US as it is in the UK.
  • GL Account Workflow Approval – I have a couple of clients who can ditch some customisations with this one. And a few more who will be delighted so see this added.
  • Purchase Receiving Workflow – I have a few customers waiting for this one to be introduced.
  • Purchase Enter/Match Invoice Workflow – as above, a few clients are waiting for this one.

I know we can’t have everything we want, and the above are good additions to Workflow, but I still want more!

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Microsoft Dynamics GP July Hotfix – 2017 Mid Year Tax Update Now Available

Microsoft Dynamics GPThe Dynamics GP Support and Services Blog blog announced the availability of the Microsoft Dynamics GP July Hotfix – 2017 Mid Year Tax Update towards the end of June.

This hotfix is available for Microsoft Dynamics GP 2013 R2, 2015 r2 and 2016 R2.

While all of them have updates for the US and Canadian Payroll systems, there were three changes in the 2016 version which caught my eye:

  • Financials

    • You may not be able to view any document attachment for any OPEN Payables Document.
    • Invoice Receipt Date field added for UK installs, click here for details.
  • System

    • Scan functionality may not function with document attach

The fixes to Document Attachment are good to see, but the Invoice Receipt Date was especially interesting as it results from new legislation which came into effect on April 1st for businesses of a certain size in the UK with a duty to report on their payment practices, policies and performance. This new requirement was introduced to protect smaller businesses that suffer from late payments, which can adversely affect their cash flow and jeopardize their ability to trade.

The new Invoice Receipt Date field is available on Payables Transaction Entry (Purchasing >> Transactions >> Transaction Entry), Receivings Transaction Entry (Purchasing >> Transactions >> Receivings Transaction Entry) and Purchasing Invoice Entry (Purchasing >> Transactions >> Enter/Match Invoice).

The Doc Attach changes only effect 2016, but the new field is available in 2013, 2015 and 2016.