what’s new in gp2010 - best acumatica-microsoft … · what’s new in gp2010 amber j. bell ......
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WHAT’S NEW IN GP2010
Amber J. Bell
Training and Implementation Specialist
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Welcome toCAL Connect2010!!
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WHAT VERSION ARE YOU USING?
GP 9(released 2005)
GP 10(released 2007)
GP2010(released 2010)
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WHAT ARE YOU MISSING?!?
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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
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• 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
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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
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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
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MICROSOFT DYNAMICS GP 2010FINANCIAL FEATURES
• General Ledger– Budget Transactions
– Consolidate Multiple Budgets
– Reporting Ledger Functionality (works with IRFS)
– Clear Amounts in GL Recurring Batches
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REPORTING LEDGERS
For more information on IFRS vs. GAAP: http://www.cfo.com/guides/guide.cfm/3395216
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GL BUDGETING
Budget 2010
Marketing Development Service
Budget 2010
Marketing Development Service
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DEMO
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RECEIVABLES MANAGEMENT
• Recurring Cash Receipts Batch
• Negative Cash Receipts
PostCash
Receipt
Receivables
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DEMO
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PAYABLES MANAGEMENT
Workflow
Approve Vendor
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DEMO
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COLLECTIONS MANAGEMENT
• E-mail Enhancements– Reply to Address
– Use e-mail address on customer
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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
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DEMO
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REPORT TEMPLATES AND EMAILING
• Report Templates
– Feature Overview
– Printing Templates
– Template Modification & Assignment
– Configuring Templates
– Feature Overview
– Customer/Vendor Configuration
– Sending Documents in E-mail
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DYNAMICS GP REPORT TEMPLATES
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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
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TEMPLATES AVAILABLE IN GP 2010
Customer facing documents– SOP Quote
– SOP Order
– SOP Invoice
– SOP Fulfillment Orders
– SOP Packing Slips
– Receivables Transactions
– Customer Statements
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TEMPLATES AVAILABLE IN GP 2010
Vendor facing documents
– Purchase Orders
– Payables Transactions
– Check Remittance
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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
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DEMO
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DYNAMICS GP E-MAIL DOCUMENTS
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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
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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
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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
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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
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DEMO
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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
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