WHATS NEW IN GP2010 Amber J. Bell Training and Implementation - - PowerPoint PPT Presentation

WHAT’S NEW IN GP2010

Amber J. Bell Training and Implementation Specialist amberb@calszone.com

Welco come me to

CAL Connect2010!!

WHAT VERSION ARE YOU USING?

GP 9

(released 2005)

GP 10

(released 2007)

GP2010

(released 2010)

WHAT ARE YOU MISSING?!?

WHAT’S NEW IN:

• Financials:

– Budget Transactions – Consolidate Multiple Budgets – Reporting Ledger Functionality (Works with IFRS) – Clear Amounts in GL Recurring Batches

• Receivables

– Recurring Cash Receipts – Negative Cash Receipts – Emailing of AR and SOP Documents – Ability to Format and Change Forms in MS Word

• Receivables Management

– E-mail Receivables Documents (not statements) – Updates to RM EFT – Recurring Cash Receipt Batches – Lockbox Enhancement – Negative Cash Receipt

• Payables Management

– E-mail Vendor Remittances – Select Checks Enhancements

• Additional Restrictions Functionality
• Restrict Invoices by Expired Discount Date

– Vendor Workflow

CONTINUED

CONTINUED

• System

– Customizable Metrics using SQL Reporting Services – Visible “Cues” for Reminders – Integration with Office Communicator – Better Integrations with CRM and CRM Online – Customizable Navigation Lists – E-mail Documents – Vendor Workflow

CONTINUED

• Analytical Accounting

– Security for user creating dimension code on the fly – Integration with US Payroll

• Not For Profit

– Control Account Management for Receivables – Encumbrance Options for Workflow/PO Approvals

MICROSOFT DYNAMICS GP 2010 FINANCIAL FEATURES

• General Ledger

– Budget Transactions – Consolidate Multiple Budgets – Reporting Ledger Functionality (works with IRFS) – Clear Amounts in GL Recurring Batches

REPORTING LEDGERS

For more information on IFRS vs. GAAP: http://www.cfo.com/guides/guide.cfm/3395216

GL BUDGETING

Budget 2010 Marketing Development Service Budget 2010 Marketing Development Service

DEMO

RECEIVABLES MANAGEMENT

• Recurring Cash Receipts Batch
• Negative Cash Receipts

Post Cash Receipt

Receivables

DEMO

PAYABLES MANAGEMENT

Workflow

Approve Vendor

DEMO

COLLECTIONS MANAGEMENT

• E-mail Enhancements

– Reply to Address – Use e-mail address on customer

CONTINUED

• Collections Management

– Display Unposted Cash on Collections Main – Display Collections Reminders on Home Page – Print Collections Letters by Address ID – Collections Note Display on Navigation Lists – Reply to E-mail Address Option – Use E-mail Address from Customer Address ID – Collections Go-To Options in RM/SOP SmartLists – Open Note or Create New from Inquiries

DEMO

REPORT TEMPLATES AND EMAILING

• Report Templates

– Feature Overview – Printing Templates – Template Modification & Assignment – Configuring Templates

• Email

– Feature Overview – Customer/Vendor Configuration – Sending Documents in E-mail

DYNAMICS GP REPORT TEMPLATES

REPORT TEMPLATES OVERVIEW

• Integration with Microsoft Office Word
• Over 20 templates enabled upon install of

Microsoft Dynamics GP 2010

• Create/Modify in Microsoft Office Word

– New Microsoft Dynamics GP Add-in for Microsoft Office Word

• Support multiple templates for each Report Writer

report

• Supports modified/alternate reports
• Report destination enhancements

– Support for .docx, .xml, and .html file types

TEMPLATES AVAILABLE IN GP 2010

Customer facing documents

– SOP Quote – SOP Order – SOP Invoice – SOP Fulfillment Orders – SOP Packing Slips – Receivables Transactions – Customer Statements

TEMPLATES AVAILABLE IN GP 2010

Vendor facing documents

– Purchase Orders – Payables Transactions – Check Remittance

TEMPLATES SIMPLIFY REPORTING

Company 2 Company 3 Company 1

Print Invoice with Company 1 Logo Print Invoice with Company 2 Logo Print Invoice with Company 3 Logo

Modified Report 1 Modified Report 2 Modified Report 3

Report 1

DEMO

DYNAMICS GP E-MAIL DOCUMENTS

E-MAIL FEATURES

• Embed/Attach Options

– Multiple Attachments – .XPS, .PDF, .DOCX, .HTML

• Multiple Addresses
• Historical Record of E-mail
• Pre-defined Message Templates
• Direct Replies to a Specific Address

WHAT ARE WE SENDING?

• Leverages Word Forms Feature
• Documents to Send

– Quote, Order, Fulfillment Order, Invoices – Receivables Transactions – Purchase Orders – Vendor Remittances

• Supports .PDF, .XPS, and .DOCX
• Supports HTML Embedding of Document

WHERE ARE WE SENDING FROM?

• Send from the Following Areas:

– Transaction Entry – Document Print Options – Transaction Inquiry Zoom – Print Sales Docs/Print Purchasing Docs – Lists – Remittances

SYSTEM REQUIREMENTS

• Microsoft Dynamics GP2010
• Microsoft Office Word 2007

– Send XPS and PDF

• No Microsoft Office Word requirement if…

– Send .DOCX – Viewing a file in Word

DEMO

SYSTEM CHANGES

• Customizable Metrics using SQL Reporting

Services

• Visible “Cues” for Reminders
• Integration with Office Communicator
• Better Integrations with CRM and CRM Online
• Customizable Navigation Lists
• E-mail Documents
• Vendor Workflow