Why Should We Upgrade Microsoft Dynamics GP this Year?

When organizations delay upgrading Microsoft Dynamics GP, the reasons for the delay are usually related to timing, cost, or lack of increased functionality.   When it comes to upgrading any system, there rarely is a “good” time to temporarily suspend work for an upgrade, but there are some times that are better than others. If the upgrade is delayed long enough, the organization will not be able to take advantage of the best time to upgrade and will be forced to fit it in, possibly at a time when that is not optimal for the organization due to other activities. Identifying the best time for an upgrade and putting it on the calendar two to three months in advance will allow the organization to properly plan for it avoid conflicting activities.

The costs associated with the upgrade for paying consultants to perform the upgrade and the downtime that the staff incurs is not mitigated by delaying an upgrade. On the contrary, the cost could actually increase. When Microsoft publishes a new version of software, the upgrade path is generally limited to the previous 2 versions published. If an organization is more than 2 version behind, a multi-step upgrade may be required: an upgrade to one of the supported versions followed by an upgrade to the most recent upgrade.   The extra step in the upgrade process requires incurring additional consulting hours which translates into increased costs for the upgrade. Additionally, remaining on an unsupported version of GP puts an organization at risk of encountering a bug that Microsoft will not address because it is no longer providing technical support for an outdated version. Hot fixes, service packs and year-end updates are not issued for unsupported versions.

Scheduling your upgrade and staying current will help minimize the inconvenience and cost of an upgrade.   Increased functionality is an additional reason to upgrade to GP2018. The latest version published by Microsoft has numerous enhancements.   We have highlighted a few of the most significant additions to the functionality.

Workflow

  • Reminder emails are sent to users who are part of the workflow process.
  • Users can copy workflow steps when creating new workflows.
  • Reports can be run showing the status of transactions in the workflow process
  • New workflows for General Ledger accounts and Purchasing transactions

Receivables Management

  • Ability to generate a statement from the customer maintenance window
  • Users can sort records in Receivables Transaction Inquiry window by Document Number, Amount, Amount Remaining, Document Date or Type

System

  • User access can be copied from an existing user when using Analytical Accounting
  • Document Attach icon is now shown within the Ribbon on most transaction and inquiry screens, including:
    • GP Document Attachment on Receivables Entry
    • Document Attachment in General Ledger Entry
    • Document Attachment on Employee Inquiry
    • GP Display Vendor notes on Vendor Inquiry
    • Display Customer notes on Customer Inquiry
    • Project Notes screens in Project Inquiry and PA Project Inquiry
    • Document Attach in Asset General Information (FA) (Fixed Assets).
  • Power BI Content Pack is included
  • Web Client: Type ahead and autocomplete are now enabled.
  • SmartList: Favorites can be password protected so they can be shared as read only

For additional information regarding an upgrade to Microsoft Dynamics GP 2018

Contact Raffa

Please contact Raffa Technology Services by calling (202) 822-5000 or by completing the form on this page.

Post by Troy Minor