microsoft dynamics gp 2013 r2 overview
DESCRIPTION
Take a tour of Microsoft Dynamics 2013 and the new features of R2 released last spring. We'll discuss some of the most compelling features along with a deep dive discussion on the elimination fo Business Portal, the implications and the long awaited addition of workflow !TRANSCRIPT
![Page 1: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/1.jpg)
DYNAMICS GP
Dynamics GP 2013|R2 Update
Tami Johnson
![Page 2: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/2.jpg)
DYNAMICS GP
Socius Solution ArchitectSanta Rosa, CaliforniaGreat Plains Accounting – Version 5Dynamics GP – Version 1 Dynamics CRM – Version 1
Presenter Bio
Tami Johnson
![Page 3: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/3.jpg)
DYNAMICS GP
Overview
• GP 2013 (RTM, SP2, R2)• WhatsNew.PDF
![Page 4: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/4.jpg)
DYNAMICS GP
System & Home Page
• Business Analyzer• Home Page customization• Procurement & Time Management on Home
Page• Print reports from maintenance windows
![Page 5: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/5.jpg)
DYNAMICS GP
System & Home Page
• Document Attachment• Hide SmartList Favorites Pane• SmartList Designer • Web Client• Workflow
![Page 6: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/6.jpg)
DYNAMICS GP
Web Client (GP 2013)
• General Ledger• Accounts Receivable• Accounts Payable• Inventory• Sales Order Processing• Purchase Order Processing
![Page 7: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/7.jpg)
DYNAMICS GP
Web Client (GP 2013 SP2)
• Fixed Assets• Field Service• Project Accounting• Manufacturing
![Page 8: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/8.jpg)
DYNAMICS GP
General Ledger
• Clear Unit Account balances during year-end close
• Year-end close status bar• Reverse Historical Year• Reconcile to GL enhancements• Reconcile bank accounts with no activity • Reprint the Bank Rec Outstanding
Transaction Report• Copy/Paste JE from Excel
![Page 9: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/9.jpg)
DYNAMICS GPYear-End Close Status Bar
![Page 10: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/10.jpg)
DYNAMICS GP
Payables
• Change Remit-To after posting• Reconciled flag in Void Payables Checks• Void check with credit memo applied to an
invoice will unapply the credit• Vendor Modifier & Combiner • Streamlined void for open and historical
transactions
![Page 11: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/11.jpg)
DYNAMICS GP
Payables
• Document Attach • Default Sort Order for Checks
![Page 12: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/12.jpg)
DYNAMICS GPVendor Modifier & Combiner
GP 2013 SP2
![Page 13: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/13.jpg)
DYNAMICS GP
Receivables
• Define labels for user defined fields• Apply unposted multicurrency cash receipts• Checkbook on Cash Receipts Inquiry • Customer Modifier & Combiner
![Page 14: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/14.jpg)
DYNAMICS GPCustomer Modifier & Combiner
![Page 15: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/15.jpg)
DYNAMICS GP
Electronic Banking
• BAI2 Electronic Reconcile format • EFT field lengths• EFT settlement date
![Page 16: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/16.jpg)
DYNAMICS GP
Fixed Assets
• Historical depreciation reports • Reverse depreciation• General Ledger posting enhancements• Intercompany transfers• Automatic Asset ID’s
![Page 17: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/17.jpg)
DYNAMICS GP
Inventory
• Select multiple serial numbers• Reason codes• Inactivate items• Inactivate site and item-site relationships• Assign suggested sales items• Assign multiple sites to an item• Bin transfer history
![Page 18: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/18.jpg)
DYNAMICS GPBin Transfers
![Page 19: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/19.jpg)
DYNAMICS GPBin Transfers
![Page 20: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/20.jpg)
DYNAMICS GP
Purchase Order
• Message when PO line item is not fully invoiced
• Track serial and lot numbers for drop-ship PO’s
• PO Pre-Payments• Requisitions
![Page 21: Microsoft Dynamics GP 2013 R2 Overview](https://reader034.vdocuments.site/reader034/viewer/2022052214/548576d1b4af9fbc4b8b46e6/html5/thumbnails/21.jpg)
DYNAMICS GP
Sales Order Processing
• Ship to address enhancements