What email address or phone number would you like to use to sign in to Docs.com?
If you already have an account that you use with Office or other Microsoft services, enter it here.
Or sign in with:
Signing in allows you to download and like content, which the author will be aware of.
Embed code for: GP2016R2features
Select a size
Microsoft Dynamics GP 2016 R2 - Features
SmartList Designer SmartLists available 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
SmartList Favorite Protection
When a user tries to modify a SmartList favorite they will be prompted to enter a password
Batch error message includes User ID
User ID now displayed in “This batch is being edited by another user” message
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
Requisition Inquiry visual when all quantities will not be fulfilled
Update linked icon to display if the Purchase Order has been updated so the requisition cannot be fulfilled
Display Tax Percent for Historical Transactions
When drilling into the sales transaction tax details, the tax percent used at time of transaction displays instead of the percent that is setup on the tax detail maintenance window
Link Credit Card Invoices to original invoice
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
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
Sales/Payables Distribution Line Display Expanded
Sales Transaction Entry and Payables Transaction Entry windows will default the scrolling window expanded or collapsed based on the previous display state
Inquiry windows included
Bank Reconciliation tracks history
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
PA Line Distributions added for each transaction
Distributions edited by line item
Cannot edit Summary
PA Trial Balance Report will reflect correct amounts and distributions
PA Timesheet Status Report
New report for PTE Timesheets
Print by status or by approver
Visibility into all timesheets including missing timesheets
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
SafePay file displays Check Name from the Check
Check Name from check is used in the file, not the default from the vendor card
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
Save Fixed Asset ID with suffix
Enter a suffix for the fixed asset
Track history on Termination and Rehire Dates in Human Resources
New option called Employment History
Access from Employee Maintenance
Payroll Administrator can print W2 using self service report
W2 can be printed without using the pre-printed forms
Https support for MR
Ability to deploy Management Reporter for https access
Access reports over secure https communication
Power BI 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
Users can assign SmartList Designer List favorites to Advanced Lookup.
All Lookup windows are available to have favorites assigned.
You can now cancel a purchase order line quantity when it is linked to a purchase requisition. This functionality is available in Purchase Order Entry and in Edit Purchase Orders window. After entering the quantity canceled a warning message is given but you can continue with transaction.
The linked icon has also been updated to reflect quantities that cannot be fulfilled if a purchase order has been updated, such as cancelling quantities.
When drilling into the sales transaction tax details, the tax percent used at time of transaction displays instead of the percent that is setup on the tax detail maintenance window.
When a credit card payment is entered for an invoice the transaction description is now updated with a vendor ID and document number on the credit card vendor invoice to easily trace back to the originating voucher. The GL for Payables reconcile process has been modified to link the credit card payment and credit card vendor invoice to GL entries with Matched Transactions.
The General Ledger Transaction Entry and Journal Entry Inquiry windows will default the scrolling window expanded or collapsed based on the previous display state. This allows users to display distribution information in more detail by default. The same functionality has been added to the Payables Transaction Entry Distribution and Sales Transaction Distribution Entry windows and the corresponding inquiry windows. The distribution scrolling window will open expanded or collapsed based on the previous display state. This is a per user, per form automatic setting.
A new process for Reconciled Transaction maintenance in Routines has been added that moves reconciled transactions to Bank Reconciliation history tables. With the transactions moved to history, the bank reconciliation process performance will improve. When removing history, the process also removes any moved or reconciled transactions.
All Project Accounting transaction entry windows have a new window for Line Distributions. This allows users to enter distributions on a per line item basis. Distributions for projects are no longer allowed at the summary level. This will enable the PA Trial Balance report to print the correct distributions for any accounts that were changed during transaction entry.
A new report is available for PTE Timesheet approvers that will print the status of all timesheets. The report includes the option to print sorted by the timesheet approval status or by approver. This report provides visibility into all timesheets including missing timesheets.
The credit limit warning calculation now considers when a cash receipt is entered and is applied against an outstanding invoice.
Changed code to pull the vendor check name from the physical check, not from the vendor master.
The option is added to include the tax amount in the cost basis of an asset when posting POP through to FA. When using the “by Receipt Line” option for posting, the tax amount calculated for the receipt line is capitalized with the extended cost. When using the “by Account” option, the amount posted to the tax account for the receipt is capitalized with the amounts posted to other accounts set up as Fixed Assets purchasing posting accounts.
When setting up a fixed asset, a suffix for the fixed asset other than 1 can be entered and saved.
A new Employment History option will now track Hire Date, Adjusted Hire Date, Date Inactivated, Last Day Worked and Termination Date each time one of these date fields is updated.
A payroll user, such as the payroll administrator, can print W2 information for employees using the same self-service report that employees use. This eliminates the need for preprinted forms as there is a new form type option when printing W-2s.
Enable users to connect to MR service using https:// connection. Currently, the MR Services only supports http:// and customers want a secure connection when rendering their financial data. This functionality will be available with Management Reporter cumulative update 16.
Power BI reports are now be available on the web client home page. When using this functionality Dynamics GP must be registered with Power BI App Registration Tool or with Azure Management Portal. ted with a vendor ID and document number on the credit card vendor invoice to easily trace back to the originating voucher. The GL for Payables reconcile process has been modified to link the credit card payment and credit card vendor invoice to GL entries with Matched Transactions.
Enable users to connect to MR