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What’s New in Microsoft Dynamics GP 2015? New Features 2015 & 2013 R2 Changes Support Dates Upgrade Paths

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Page 1: Whats New in Microsoft Dynamics GP 2015

1 © ArmaninoLLP | armaninoLLP.com

What’s New in Microsoft Dynamics GP 2015?

New Features • 2015 & 2013 R2 Changes • Support Dates • Upgrade Paths

Page 2: Whats New in Microsoft Dynamics GP 2015

2 © ArmaninoLLP | armaninoLLP.com

• Important New features in GP 2015 & GP 2013 R2• Control• Reporting• Productivity• System Administration

• All New features by module in GP 2015 & GP 2013 R2

• Important Microsoft support cut-off dates• Upgrade paths and processes

Overview

Page 3: Whats New in Microsoft Dynamics GP 2015

3 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

Control - Workflow

• Replace existing workflow inside Core

• Approval Workflows:oPurchasingoPayrolloFinancialoSalesoProject

• Email Approval

Page 4: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Control - Workflow

2015• Financialo GL Batch Approval

• Purchasingo Payables Batch Approval

o Vendor Approval

• Saleso Receivables Batch

Approval

2013 R2• Purchasingo Purchase Order Approval

o Requisition Approval

• Payrollo Timecard Approval

• Projecto Timesheet Approval

2015• Payrollo Employee Skills Approval

o Direct Deposit Approval

o Employee Profile Approval

o W4 Approval

• Projecto Expense Report

Approval

Page 5: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Control – Intercompany Enhancements

• Intercompany Journal Entry Inquiry

• Void Intercompany Transactions

Page 6: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Control – Payment Terms Options

• Due Date Option using Transaction Date

• Add Days to Due Date• Additional Due Options• Additional Discount Options• Options: Next Month, Months,

Month/Day and Annual

Page 7: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Control - Payables warning when Open PO

• New warning message added when entering payables transaction for a vendor with an outstanding PO or un-invoiced receipt

Page 8: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Control - Reverse Fiscal Year

• Ability to reverse the GL Year End Close process

• Will open the previously closed fiscal year

• Will warn users to create backups and verify all users out of GP prior to process

Page 9: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting - SmartList Designer Additions

• Create New Go To• Integrate with

Existing Go To Options

• Open Form, Navigation List, SmartList, or Web Page

Page 10: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting - Refreshable Excel Reports

• Continue to add new functionality

• Enable tighter integration with Smartlist Designer and Excel

Page 11: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting - Microsoft Dynamics GP Workspace

• Easily create and securely share executive dashboards

• Seamlessly click-through to Dynamics GP client for rich data

Page 12: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting – Navigation to Management Reporter

• New Navigation List for Management Report Reports

• View, Edit and Create Management Reporter Actions

Page 13: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting – MR Integration Options

• In Company Setup options, you control what data Management Reporter uses for General Ledger and/or Analytical Accounting reporting for each company.

Page 14: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting - Business Analyzer Release 7

Page 15: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Reporting - Fixed Assets Year End Close Report

• Printed as part of year end close

• Prints for all books and assets impacted

• Includes end of year information for an asset

Page 16: Whats New in Microsoft Dynamics GP 2015

16 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

Reporting - Encumbrance SQL Reporting Services Reports

• SSRS Reports that display Encumbrance data

• Summary and Detail Reports

• Enable Print SSRS Reports from Encumbrance forms

Page 17: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity – Purchase Requisition

• New design in core with workflow

• Order items and services

• Combine requisitions to a single PO

Page 18: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Edit E-mail for Historical Documents

• Edit e-mail for historical Sales documents

• Edit e-mail for historical Purchase Orders

• Edit e-mail for RM Statements

• E-mail historical PM Remittances

• Edit e-mail for PM remittances

Page 19: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Invoicing for Web Client

• Invoicing Module is now available in the Web Client

Page 20: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Project Employee Expense Report

• Project Employee Expense Report and Project Timesheet Entry replace all of the functionality of both Business Portal T&E and PDK!

Page 21: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity – Employee Profile

• Employee able to view and edit their employment information

• Address, Dependents, Emergency Contacts and Position History

Page 22: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Manager Team Profile

• Manager able to view and edit their team members’ data

• Address, Dependents, Emergency Contacts and Position History

Page 23: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Employee Skills and Training

• Part of self service for employee to view and maintain their education and tests

• Employee can view skills and training history

Page 24: Whats New in Microsoft Dynamics GP 2015

24 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Manager Skills and Training

• Part of self service for manager to view and maintain their employee’s education and tests

• Manager can view employee’s skills and training history

• Driven from navigation lists

Page 25: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity – Employee Benefits

• Employee can view their benefits with employer and employee contributions.

Page 26: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity – Employee Paystubs

• In Self Service, an employee can now view or print their paystubs from the paystubs navigation list

Page 27: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity – Employee W-4• An employee can edit their

W4 information, add or change the additional withholding, update the number of deductions and reduce the potential for data entry errors

• With workflow, the payroll administrator can route the W4 information appropriately

Page 28: Whats New in Microsoft Dynamics GP 2015

28 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Employee Direct Deposit • An employee can edit their

deposit information, add accounts or change the distribution reducing the potential for data entry errors

• With workflow, the payroll administrator can route the deposit information appropriately

Page 29: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Canadian Payroll for Web Client

• Canadian Payroll is now available on web client.

Page 30: Whats New in Microsoft Dynamics GP 2015

30 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Document Attach Additions

• Scan Documents Directly to Doc Attach from Scanner

• Add Doc Attach to Payables

• Convert OLE Notes to Doc Attach

Page 31: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Copy and Paste to General Ledger

• Ability to paste from Excel to General Ledger

• Will validate the data that is being pasted into the Transaction Entry

Page 32: Whats New in Microsoft Dynamics GP 2015

32 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

Productivity - Email based on document type

• Allow Customer’s to Email documents based on the on specific document type

• Can Enable or Disable the feature

Page 33: Whats New in Microsoft Dynamics GP 2015

33 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

System Administration – Copy Home Page & Area Page

• Copy Home Page Settings & Content to Other Users

• Copy Area Page Settings to Other Users

Page 34: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

System Administration - Take Company Offline

• Limit company access for maintenance

• Assign user with access

• Message users

Page 35: Whats New in Microsoft Dynamics GP 2015

35 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

System Administration - Microsoft Azure Backups

• Disaster recovery• Restore directly

to/from Windows Azure Storage

• Option in Microsoft Dynamics GP window

Page 36: Whats New in Microsoft Dynamics GP 2015

36 © ArmaninoLLP | armaninoLLP.com

New Features in Dynamics GP 2015 & GP 2013 R2

System

• 2015• Service Based Architecture• Identity Management• SmartList Designer – Refreshable Excel Reports• Navigation Integration for Management Reporter• Copy Home Page settings• Management Reporter Integration Options

Page 37: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

Financials: Combined

Page 38: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2Distribution

• 2013 R2•

• 2015•

Page 39: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2Payroll, PTO Manager and Human Resources

Page 40: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2

2013 SP2 2013 R2 2015

Business Intelligence

Page 41: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2Web Client

Page 42: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2Workflow

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Page 43: Whats New in Microsoft Dynamics GP 2015

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New Features in Dynamics GP 2015 & GP 2013 R2Employee Self Service

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Page 44: Whats New in Microsoft Dynamics GP 2015

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Important Microsoft Mainstream Support cut-off dates for

these versions of Dynamics GP:

• GP 9 (January 2011)

• GP 10 (October 2012)

• GP 2010 (October 2015)

• GP 2013 (April 2018)

• GP 2015 (April 2020)

Microsoft Support End-of-Life

!

Page 45: Whats New in Microsoft Dynamics GP 2015

45 © ArmaninoLLP | armaninoLLP.com

Upgrade Paths

Dynamics GP 9.0 to Dynamics GPv20159.0 >>> 9.0 SP2 >>> 10.0 SP5 >>> 2013R2 >>> 2015

Dynamics GP 10.0 to Dynamics GPv201510.0 >>> 10.0 SP5 >>> 2013R2 >>> 2015

Dynamics GPv2010 to Dynamics GPv20152010 >>> 2010 SP4 >>> 2015

Dynamics GPv2013 to Dynamics GPv20152013 >>> 2013 SP2 or R2 >>> 2015

Dynamics GPv2013R2 to Dynamics GPv20152013R2 >>> 2015

Page 46: Whats New in Microsoft Dynamics GP 2015

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Ready to Upgrade to Dynamics GP 2015?

For questions, to get an estimate or to schedule a demo, contact:

Taylor DouvikasSales [email protected]

Visit us online: http://learn.amllp.com/upgrade-to-microsoft-dynamics-gp-2015