whats new in microsoft dynamics gp 2015
TRANSCRIPT
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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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• 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
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New Features in Dynamics GP 2015 & GP 2013 R2
Control - Workflow
• Replace existing workflow inside Core
• Approval Workflows:oPurchasingoPayrolloFinancialoSalesoProject
• Email Approval
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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
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New Features in Dynamics GP 2015 & GP 2013 R2
Control – Intercompany Enhancements
• Intercompany Journal Entry Inquiry
• Void Intercompany Transactions
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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
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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
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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
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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
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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
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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
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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
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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.
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New Features in Dynamics GP 2015 & GP 2013 R2
Reporting - Business Analyzer Release 7
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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
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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
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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
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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
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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
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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!
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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
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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
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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
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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
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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.
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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New Features in Dynamics GP 2015 & GP 2013 R2
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New Features in Dynamics GP 2015 & GP 2013 R2Distribution
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New Features in Dynamics GP 2015 & GP 2013 R2Payroll, PTO Manager and Human Resources
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New Features in Dynamics GP 2015 & GP 2013 R2
2013 SP2 2013 R2 2015
Business Intelligence
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New Features in Dynamics GP 2015 & GP 2013 R2Web Client
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New Features in Dynamics GP 2015 & GP 2013 R2Workflow
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New Features in Dynamics GP 2015 & GP 2013 R2Employee Self Service
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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
!
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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
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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