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GP2013 h d h Whats New and Whats New to You 8 th Annual BDO Connections Conference Florence Singh & Agnieszka Parent 11 June 2013 8 th Annual BDO Connections Conference Thank you to our GOLD sponsors:

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GP2013h ’ d h ’What’s New and What’s New to You

8th Annual BDO Connections Conference

Florence Singh & Agnieszka Parent11 June 2013

8th Annual BDO Connections Conference

Thank you to our GOLD sponsors:

AGENDAAGENDA

•System and Business Intelligence•System and Business Intelligence•Financials•Distribution•What’s New to You!•Questions

8th Annual BDO Connections Conference

2Thank you to our GOLD sponsors:

Inventory Transaction Reason Codes

Year End Close Options

Lock FA Year

Multi-Tenant Integration Manager

Email Indicator on Navigation Lists

FA Calendar Setup Bridge for Outlook 64 bit MAPI calls VBA Components 6.5

WC Roles/Windows Definition

WC Sanscript Rework/New Dexterity Script typ

WC Enable modules for Web Client

FS - Item Description from RMA Credit

FS - Auto Populate Customer ID

SmartList Builder - remove dependency on having an Admin login after new install

Link Multiple GL Budgets to Encumbrance Budget

Integrate Encumbrance with General Ledger

PTO Manager: Year End PTO Inactive Item

Integrate AA with General Journal CopyRuntime_GetClientType() function

Document Attach

Fixed Assets integration with AA Track Serial Numbers for Drop Ship items

Restrict void of reconciled checkEFT Settlement Date Option Add BAI2 format to eReconcile

Default Sort Cust/Vend Lookups Application Multi-

tenancy SSRS Reports/Metrics Transport to WCWC ISV IntegrationWC Session Service

WC Management Tool Session Service Plug In

WC Navigation Lists - Grid Control WC Navigation Lists - Filter ControlFS - Ship to Addr Integration to SOP

FS - Cross-Ship RMA consolidation

FS - Honor Discontinued Item StatusLink Multiple GL Budgets to Encumbrance Budget

Mass Back Out FA Depreciation

WC Security

Internal Window Type

g py

New script warning for non-executable scripts

Edit Payables Transactions: Remit to Address

Select Printer at time of printUpdate for MACRS Adjust Standard Cost Items

Inactivate a Site and Item SiteSuggest Sales ItemsPrevent PO Close prior to Invoice Match

Check Build Exception Report

Business Analyzer WPF Upgrade

New SSRS reports

Document Transfer & Render to Web ClientWC Web Client UI Converter

WC Management Tool Template Manager Plug In WC Silverlight and ASP.Net Applications

FS - RMA Return Quantity and TypeFS - Cross-Ship RMA consolidation

Grouped Reports

DIA Reporting

PTO Manager: HR CalendarStop Duplicate Payroll Checks

PIP - Voucher Description and Voucher Document Numbe

FICA TSA Deductions

Integrate AA with Copier Series SOP/POP

p g p

PTO Manual Checks

Ship to Address has different Company Name

Maintain Bin Transfer HistoryTolerance Handling

Additional String Resources PoolGeneral Journal Batch History

Rename Customer User Defined Fields

DIA - Mandatory Arrears Template and Reminders

Report Writer Reports/Word Templates

Excel Reports Transport to WC

Re-architect home pages/area pages to WPF - scenario

CLTM - Advanced Warning NoticeAdvanced HR - Customer Fields

WC ISV Documentation

FS - Multi-User check in RMA Entry

Adding support for the Business Analyzer to NLB

Edit Paycode History

PIP - Voucher Description and Voucher Document Numbe

GP “12” Featuresendor's Credit Card invoice voided when credit card payment voided

g pPTO Manual Checks

Paycode, Deduction, Benefit ModifierFS - Create equipment card when manufacturing receives a serialized item into inventory

Support http:// on the Report Destination window

PM Reprint Checks/Remittance forms Multi-tenant Application

Void Check returns CreditsFA to GL Posting Process Updates

Reconcile Bank Reconciliation with GL GL Journal Entry History Inquiry Currency Translation Calculate Average Exchange Rate

Payables 1096 Form

SmartList for Web Client

Excel Export Using Open XML

Web Client Content for Sure Step WC Dynamics GP Runtime EnginWC Silverlight Application

WC Web Management Console InstallWC Help Processing Engine

FS Add Field Service Allocations in Inquiry

S U y

FS - Equipment Super-SessionEncumbrance Cost Difference Notification

PTO M N i C

Edit Paycode History

WC Object Model

Command type of Content PagePrint Picking List Window

Subledger Reconcile IV -> GL

Enhance Alt/Mod Windows

Prepayments on PO

EFT Field Length and Delimitation Options

Consolidate Sales Invoices

Multi-Tenant GP Web Services

FA Intercompany Asset Transfer

Select multiple serial numbers

New Templates for SOP

Excel Export Using Open XML

WC Navigation/Master Page

WC Themes

FS – Contract WorkflowWC Base Window Processing Engine

FS - Add Field Service Allocations in Inquiry

FS - Update Back Order QTY in Item Mte

FS - Consolidate Revenue RecognitionFS Hotline Update

PTO Manager: Negative Carryover

Life Insurance enhancements

CLTM Delete History RecordsPTO Detail and History

Window Ribbon functionality for Web Client

PTO Manual ChecksFS - Add Contract Number search in Revenue recognition

8th Annual BDO Connections Conference

3Thank you to our GOLD sponsors:

Multicurrency applies in cash entry

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Window Tab functionality for Web ClientFA Historical Depreciation Report

Report Deployment/Retrieval for Multi-Tenant

Key Relation added to Index file

Printing SSRS reports from formsWC Navigation Lists – Business Analyzer

Silverlight interface for home pages/BA in web client

WC Custom Silverlight Controls WC Themes

WC Icons

WC Dynamics GP Management Tool

WC Dynamics GP Runtime State ManagerFS - RMA Entry - Update Contact & Address ID

FS - Hotline UpdateCLTM - Delete History RecordsPTO Detail and History

HR Requisition List ViewOffice Presence in HRP SuitePIP - Voucher Consolidation

Display reconcile status in PM Check Inquiry

FS - Allow contract line to be moved even if on an open service cal

SYSTEM & BUSINESS INTELLIGENCEh•Document Attachments

•Email Functionality•Home Page•Lookups•Reports•Security

8th Annual BDO Connections Conference

4Thank you to our GOLD sponsors:

SYSTEM SYSTEM Document Attachments

Attach documents such as requisitions credit reports and images to master Attach documents such as requisitions, credit reports and images to master records, transactions, and the individual line items assigned to the transactions. You also can view a document that has already been attached or remove an attachment.

1. Attaching a Document.mp4

8th Annual BDO Connections Conference

5Thank you to our GOLD sponsors:

SYSTEMSYSTEMEmail Functionality•Server type for email•64-Bit Outlook supported•Email indicators on Navigation Lists•Password protection on Word documents •Ability to use Word templates for RM Statements

•Ability to Email additional Word templates for SOP

8th Annual BDO Connections Conference

6Thank you to our GOLD sponsors:

SYSTEMSYSTEMHome Page

Multiple improvements made to Home Page including:Multiple improvements made to Home Page, including:•The Metrics area was replaced by the Business Analyzer area•Maximize and minimize area pages in home page•Move area pages within home page•Move area pages within home page•Select the number of columns to display andtheir locations

2. Customize this Window.mp4

8th Annual BDO Connections Conference

7Thank you to our GOLD sponsors:

SYSTEMSYSTEMLookups

The sort order is saved when you save a default lookup view for your masterThe sort order is saved when you save a default lookup view for your masterrecords. You can save the sort order for the following lookup windows.• Items lookup window• Employees lookup window• Employees lookup window• Customers and Prospects lookup window Salespeople lookup window• Salespeople lookup window

• Vendors lookup window•The sort order is saved on a per user,per company basis per company basis.

8th Annual BDO Connections Conference

8Thank you to our GOLD sponsors:

SYSTEMSYSTEMReports

Select a Printer when PrintingSelect a Printer when Printing•You can select which printer to send a reportto at the time you are printing the report

• Previously you had to switch to the printer • Previously, you had to switch to the printer you wanted to user before you print the report

Print Reports from Maintenance WindowsPrint Reports from Maintenance Windows• You can use the Report Assignments window to assign the SQL Server Reporting

Services reports you want to print from a specific window

•Printing record level notes

8th Annual BDO Connections Conference

9Thank you to our GOLD sponsors:

SYSTEMSYSTEMSecurity

•New fields in the User Setup Window •New fields in the User Setup Window

8th Annual BDO Connections Conference

10Thank you to our GOLD sponsors:

FINANCIALl d• General Ledger

• Payables Management• Receivables Management• Multicurrency Management• Electronic Banking• Fixed Assets Management

8th Annual BDO Connections Conference

11Thank you to our GOLD sponsors:

FINANCIALFINANCIALGeneral Ledger

•Clear balances of unit accounts during year end close•Clear balances of unit accounts during year-end close•Keep inactive accounts with zero balances during the year-end close•View status during year-end close•View net change and period balances for unit accounts at the same time•View net change and period balances for unit accounts at the same time•GL batch approval information in stored•Reconcile more subledgers to General Ledger•Journal Entry Inquiry window•Journal Entry Inquiry window

8th Annual BDO Connections Conference

12Thank you to our GOLD sponsors:

FINANCIALFINANCIALPayables Management

•Edit payables information•Edit payables information•Reprint remittance forms and cheque stubs•Information for voiding reconciled payments•Voiding cheque enhancements•Voiding cheque enhancements•Cheque build exception report

8th Annual BDO Connections Conference

13Thank you to our GOLD sponsors:

FINANCIALFINANCIALReceivables Management

•Define labels for user defined fields in Customer Address Maintenance•Define labels for user defined fields in Customer Address Maintenance•Apply unposted multicurrency cash receipts

8th Annual BDO Connections Conference

14Thank you to our GOLD sponsors:

FINANCIALFINANCIALElectronic Banking

•BAI2 bank format added to Electronic Reconcile•BAI2 bank format added to Electronic Reconcile•EFT field length•EFT settlement date

8th Annual BDO Connections Conference

15Thank you to our GOLD sponsors:

FINANCIALFINANCIALFixed Asset Management

•Historical depreciation amounts•Historical depreciation amounts•Fixed Assets Depreciation Detail •Fixed Assets Depreciation Ledger reports•Book Setup window update•Book Setup window update•Depreciation Process Information window•Posting in detail to General Ledger•Fixed Assets Inquiry Window•Fixed Assets Inquiry Window•Intercompany transfers•Automatically generating the next asset IDFixed Assets Management calendars•Fixed Assets Management calendars

•Reverse Depreciation

8th Annual BDO Connections Conference

16Thank you to our GOLD sponsors:

DISTRIBUTIONl•Inventory Control

•Purchase Order Processing•Sales Order Processing

8th Annual BDO Connections Conference

17Thank you to our GOLD sponsors:

DISTRIBUTIONDISTRIBUTIONInventory Control

•Select multiple serial numbers at one time•Select multiple serial numbers at one time•Change standard cost for periodic valuation items•Inactivate items•Inactivate site and item site relationships•Inactivate site and item-site relationships•Reason codes

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18Thank you to our GOLD sponsors:

DISTRIBUTIONDISTRIBUTIONPurchase Order Processing

•Receive a message when purchase order line item is not fully invoiced•Receive a message when purchase order line item is not fully invoiced•Prepayments for purchase orders•Quantity tolerances•Track serial and lot numbers for drop ship purchase orders•Track serial and lot numbers for drop-ship purchase orders

8th Annual BDO Connections Conference

19Thank you to our GOLD sponsors:

DISTRIBUTIONDISTRIBUTIONSales Order Processing

•Assign suggested sales items to an item•Assign suggested sales items to an item•Print back ordered items on picking tickets•Combine multiple fulfillment orders into one invoice•Ship to address enhancements•Ship to address enhancements

8th Annual BDO Connections Conference

20Thank you to our GOLD sponsors:

PayrollPayrollCanadian Payroll:

•Easy Mail for Canadian PayrollEasy Mail for Canadian Payroll

•This feature allows you to email out Canadian Payroll Pay Stubs to your employee

8th Annual BDO Connections Conference

21Thank you to our GOLD sponsors:

What’s New To You!What s New To You!Free Additional Functionality Are Entitled To You

In GP 2013

•New licensing model called Perpetual Licensing•The GP 2013 Starter Pack will include additional modules which were previously only available to Advanced Management users or as a la Carte modules for an extra cost. Even if you only own a single module that is in the Extended Pack then you get the entire Extended Pack for free!

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22Thank you to our GOLD sponsors:

N ti l A t

What’s New To You!

•National Accounts•Customer/Vendor Consolidations•Grant ManagementL kb P i•Lockbox Processing

•Process Server•Refund ChequesR /E D f l•Revenue/Expense Deferrals

•Payroll – Unlimited Employees!•Human Resources Management – Unlimited Employees!

ll f l•Bill of Materials•PO Generator•Unlimited Management Reporter Users!!

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23Thank you to our GOLD sponsors:

Next Steps…Next Steps…

• Visit our blog to stay current: http://dynamicscpmblogger blogspot com/• Visit our blog to stay current: http://dynamicscpmblogger.blogspot.com/• Visit YouTube to see our videos on GP 2013

http://www.youtube.com/user/myBDOSolutions

• Contact Agnieszka Parent at [email protected] Florence Singh at [email protected] your BDO Solutions Client Manager to discuss your needs further

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24Thank you to our GOLD sponsors:

THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS

8th Annual BDO Connections Conference

25Thank you to our GOLD sponsors:

h k dThank You For Attending

Florence Singh & Agnieszka Parent

[email protected] [email protected]

8th Annual BDO Connections Conference

26Thank you to our GOLD sponsors: