WHAT’S NEW IN GP2010 Amber J. Bell Training and Implementation Specialist amberb@calszone.com
Welco come me to CAL Connect2010!!
W HAT V ERSION A RE Y OU U SING ? GP 9 GP 10 GP2010 (released 2005) (released 2007) (released 2010)
W HAT A RE Y OU M ISSING ?!?
W HAT ’ S N EW I N : • 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
C ONTINUED • 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
C ONTINUED • 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
C ONTINUED • 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
M ICROSOFT D YNAMICS GP 2010 F INANCIAL F EATURES • General Ledger – Budget Transactions – Consolidate Multiple Budgets – Reporting Ledger Functionality (works with IRFS) – Clear Amounts in GL Recurring Batches
R EPORTING L EDGERS For more information on IFRS vs. GAAP: http://www.cfo.com/guides/guide.cfm/3395216
GL B UDGETING Budget 2010 Budget 2010 Marketing Development Service Marketing Development Service
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R ECEIVABLES M ANAGEMENT • Recurring Cash Receipts Batch • Negative Cash Receipts Receivables Cash Post Receipt
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P AYABLES M ANAGEMENT Workflow Approve Vendor
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C OLLECTIONS M ANAGEMENT • E-mail Enhancements – Reply to Address – Use e-mail address on customer
C ONTINUED • 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
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R EPORT T EMPLATES AND E MAILING • Report Templates – Feature Overview – Printing Templates – Template Modification & Assignment – Configuring Templates • Email – Feature Overview – Customer/Vendor Configuration – Sending Documents in E-mail
D YNAMICS GP R EPORT T EMPLATES
R EPORT T EMPLATES O VERVIEW • 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
T EMPLATES A VAILABLE IN GP 2010 Customer facing documents – SOP Quote – SOP Order – SOP Invoice – SOP Fulfillment Orders – SOP Packing Slips – Receivables Transactions – Customer Statements
T EMPLATES A VAILABLE IN GP 2010 Vendor facing documents – Purchase Orders – Payables Transactions – Check Remittance
T EMPLATES S IMPLIFY R EPORTING Company 1 Modified Report 1 Print Invoice with Company 1 Logo Report 1 Company 2 Modified Report 2 Print Invoice with Company 2 Logo Modified Report 3 Company 3 Print Invoice with Company 3 Logo
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D YNAMICS GP E- MAIL D OCUMENTS
E- MAIL F EATURES • 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
W HAT ARE W E S ENDING ? • 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
W HERE ARE W E S ENDING F ROM ? • Send from the Following Areas: – Transaction Entry – Document Print Options – Transaction Inquiry Zoom – Print Sales Docs/Print Purchasing Docs – Lists – Remittances
S YSTEM R EQUIREMENTS • Microsoft Dynamics GP2010 • Microsoft Office Word 2007 – Send XPS and PDF • No Microsoft Office Word requirement if… – Send .DOCX – Viewing a file in Word
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S YSTEM C HANGES • 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
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