1 - 2017 Release - Key Feature - PPT Training · 2019. 3. 6. · New System Settings -Inventory • UitemStock Current Cost upon PO Release instead of Invoice • Default Item pdatePrice

FoyMainor

VP,Sales

27Years inSoftwareSales

BS,Marketing&MultinationalBusiness

[email protected]

Presenters

JanetLucas

Sr.ImplementationConsultant

25Years inSoftware&Implementations

AssociateofAAS,Accounting,ComputerScience

JLucasParamountWorkPlace.com

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Founded1995

HQ:MetroDetroit

Offices:GA,ND,OH,VT,VA,WA,OR,ON

Mobile&Web-BasedCloudSolutions

• Application

• SingleSign-on

• ActiveDirectory

• SQL

§ SaaS/Cloud,Hosted,On-PremiseDeployment

§ 100%Web-Based

§ Seamless“Out-of-the-Box”Integration

§ Multi-Currency&Multi-Language

§ AnnualReleases(Users’Feedback&WishLists)

§ MultipleBrowsers&MultipleDevices

§ DeeperVisibilityAnywhere,Anytime,withEase

§ MultipleAuthenticationModes

ParamountWorkPlace

ParamountWorkPlaceConfidential 3

§ NewMobileAppUserInterface

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WorkPlace 2017NewFeatures

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§ Mobile Catalogs - SubmitRequisitions

fromMobile Catalogs

§ ExpenseSheets -Create&Submit

fromMobileApp

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§ TimeEntry&TimeSheets -Select&Submit

fromMobileApp

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§ ApproveRequisition,CheckRequest,

Time,TravelandExpense

fromMobileApp


SortableLookups

§ Sortresultsinlookupwindowsforaddedreportingcapabilities

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ParamountWorkPlaceConfidential

§ SSO- SingleSign-OnforGoogleApps– Supported

§ SSO- Office365- Supported

§ SSO- AzureActiveDirectory,hosted&on-premise - Supported

§ SSO- DirectSupportaddedforADFSwithoutusingAzure

§ VendorPortalSelfService- Vendorscanmanagetheircontactinformationintheportal

§ PaperSave Cloudintegration- AvailablewithWorkPlace2017

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§ Youcan'RetainAttachmentsintheWorkPlaceAttachmentLocation'inadditiontothe

PaperSaverepositoryvia Papersavedocumentmanagementinterface

§ WhenthisSettingisenabled,theseadvancedWorkPlaceattachmentfeatureswillbeenabled

whileintegratedtoPapersave:o In-lineAttachmentViews

o IncludeAttachmentswithemailbased Approvals

o 'POAttach'optiontoincludeattachmentswhenautosendingPurchaseOrderstoVendors

o 'RFQ'optiontoincludeattachmentswithRFQrequestssenttotheVendor

o All-in-OnePrintingofExpenseReports

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NewSystemSettings– GeneralTab

§ 2-stepauthenticationoption

§ Administratorscanaddanextra layer of security

§ Deleteanyemailspreviouslysentto thequeuetoensurethatoutdatednotificationsare

notsenttoWorkPlaceusersbychangingthe'SendemailintheBackgroundwiththe

WorkPlaceAgent'inGeneralSystemSetting.



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NewSystemSettings– AccountsPayable

§ EnableVendorSelf Service

§ VendorInvoicePortal& VendorApprovallicensed – Suppliers&Vendorscanupdate

theircontactinformation



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NewSystemSettings– Expense

§ RestrictG/LAccountOverlaytothePrimaryG/LAccountforManualG/LDistributions

§ DoNotDisplayAlternate’sTransactionsonDashboard

§ UserExpenseTypefromMobileonMergewithCreditCard

§ DonotallowDeleteCreditCardtransactionswithinSelectExpenses

§ ShowWarningwhenExpensealreadyexistsforthespecifiedExpenseType,Event,

AmountandDate

AttendeeSection

§ Auto-DistributeAttendeeAmountEqually



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NewSystemSettings –Receive/Match Invoice

§ EnableInlineAttachmentViewonEntry

§ EnableInlineAttachmentViewonApproval

§ EnableReceive/MatchInvoiceDashboard

YoucannowEnableReceive/MatchInvoiceDashboard.Whenchecked,Receive/MatchInvoicesessionswill

appearontheDashboarduntiltheyareprocessedversusdisplayingonlywhentheyarenotsubmitted.

Statusindicatorswillbedisplayedaswellasthenextpendingapproval(s)whenlinesareawaitingapproval

foreachtransaction.



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NewSystemSettings– Requisition/CheckRequest

§ EnableAutoSavewhennavigatingtoShoppingListfromRequisition

VendorContractSection

§ TotalcontractamountcanautomaticallybecalculatedwhenItemsareassignedtothe

VendorContract

Simplycheckthenew'RollupfromItems'checkbox.Onceenabled,theContractedAmountfieldwill

becomereadonlytodisplaythecalculatedtotalbasedontheamountsaddedonthe'Items'tab.



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NewSystemSettings– RFQ

§ UseRFQSessionCreator'semailinplaceoftheSystememailfortheemailto'Vendor'

Whenenabled,theRFQemailnotificationwillbesentfromtheemailaddressassignedtothe

WorkPlaceuserthatcreatedtheRFQsession.

IftheuserdoesnothaveanemailaddressassignedinSecurity,theSystememailaddresswillbethe

defaultemail.



UserPreferences

§ Enable2-FactorAuthentication,usershavetheabilitytotogglethisfeatureonoroff

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Administration –Credit Card

§ UserNameandPassword

§ FilterbyUserID,CreditCardType,Last4Digits

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Administration – Credit Card

§ DirectConnectCreditCardsolutionnowallows userstosetupandmaintainpersonalcreditcards.

§ CreditCardnumbersandloginpasswordsarefullyencryptedandnevervisibleonceenteredand

savedinWorkPlace.o UserscanviewandedittheirownCreditCards

o SystemadministratorscanenterandeditallCreditCardassignments(Administratormusthavepermission

tothe'CreditCard- View/EditAll'optioninSecurity).

o Iftheuserhaspermissionstothe'CreditCard'optioninSecurity,theywillnowbeable to connect

WorkPlacedirectly to their Credit CardProvider* toautomaticallyretrievecreditcardexpensesfor

processing.

*AllfinancialinstitutionsthatsupportOpenFinancialExchange(OFX)



Administration –Departments

§ WorkPlaceDepartmentscannowbemarkedActiveorInactivewithanewCheckboxonthe

Departmentmaintenancepage

Departmentsthathavenotbeenenabledasactivewillnotbeavailableforselectionduring

transactionentry.

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Security

§ TwoFactorAuthentication

§ ServiceAccountUserdoesnotrequirealicense

§ NewLoginNameLookupFeaturesthatallowsyoutofindbyActive,DefaultDepartment,

AlternateApprover,Supervisor,Position

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Requisition/CheckRequests

§ ShoppingLists - Export shopping lists all at once to Excel andre-importtheupdatedlist

aftermakingchanges

§ MassLineChange– AddedExpenseType,GLSegments,andTaxSchedule

§ RequisitionlinescancelledbyaDelegatewillnowdisplayanewstatus(101)indicatingthe

lineis'inRequisition/CheckRequestDetailCanceledbyDelegate'

§ Added"ExpenseType"to"FindRequisition"and"FindCheckRequest"lookups (zooms)



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Requisition/CheckRequests

§ CheckRequestuserswillnowbepromptedthat'Youmustsavebeforeselectinganinvoice

toattach'whenclickingthe'SelectInvoices'buttontoavoidlosingunsavedentries.

§ TheVendorAddressIDfieldhasbeenaddedtotheRequisitionimportcsvtemplate.

§ Anew import option is nowavailable on the document toolbar for CheckRequeststhat

allowsuserstoimportlinesforacheckrequest.



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RFQ

§ TheprocessofawardingVendorsthathaverespondedtoaRequestforQuote(RFQ)has

beenstreamlinedwiththeabilitytoselectaVendoratthesessionlevel.

WhentheRFQSessionuserhasbeenassignedsecuritypermissionstothe'AwardAssignedVendor'button,they

canselectfromalistofassignedVendorswithanoptionto'Award'.Onceselected,alllineswithintheRFQ

SessionwiththatVendorassignedwillbeupdatedwiththeVendorandresponseinformationinpreparationfor

processing.

§ AnewcheckboxappearsforattachmentscalledRFQ.Whenthisboxischecked,those

attachmentswillbesentandavailabletotheVendorwithintheRFQPortal.



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RFQ

§ AttachmentsaddedbyaVendorrespondingtoaquotearenowavailabletoviewfromthe

RFQsession.UponawardingaVendor,theattachmentswillbetransferredtotheassociated

Requisitionline.

§ WhenrespondingtoRFQthroughtheVendorPortal,supplierswillnowbeprompted

with awarning if they enter aPromisedDatethat isless than thecurrentdate.

§ SecurityaccesstocreateRequestforQuote(RFQ)sessionscannowbeprovidedtouserswithout

accesstoReview.

Userswiththe'RequestforQuoteEntry'optionsettoallowontheRFQtabinsecuritywillhaveaccesstothe'RFQ

PendingRequisitions' option on the dashboardwhen theyhavenot beenallowed'Review'permissionsonthe

Requisitiontab.



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Receive/Match

§ AdHocapprovalsarenowavailableinReceiveandInvoiceMatchApprovalScreens

§ NewRoutingRuleFilter‘ReceivedQuantityVarianceOver’

Thefilterappliesforanylinethatresultsinthetotalquantityreceivedtoexceedthequantity

orderedonthePOlinebythedesignatedvalue.


Punchout

§ PunchoutVendorsarenowdisplayed in alphabetical order bynameon theDashboard


Expense

§ Added- FindExpenseSheetZoom(Lookup)“BatchProcessedDate”

“.

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Expense

§ ExpenseEntryscreenTypefieldnowcandefaulttoblankwhentravelrequestand Expenseare

both licensed

§ Option to ‘ShowWarningwhenExpensealreadyexists for the specifiedExpenseType’



VendorSelfServicePortal

§ VendorContactInfoupdateisnowavailablewith theVendorApprovalModule

ThisworksinconjunctionwithanewsystemsettingAccountsPayable- “EnableVendorSelfService”

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VendorPortal

§ Nowsupportsadditionalregionspecificdatesettings

AUserPreferencessectionisnowavailableonthedashboardforsupplierstoselecttheirpreferreddate

format.

§ Acalendarpop-uphasalsobeenaddedtotransactiondatefieldstostreamlinedataentry



§ EnhancedImportDataprocessnowsupportscompressedfiles

§ SunshineAct– NewFieldsinAttendeeTrackinginclude:

o MeetingID

o AttendeeType

o NewSystemsettingforDistributingtheattendeeamountevenly

§ VendorMaintenance- UpdatedwithnewTaxID&TaxRegistrationFieldstocaptureand

displayVendortaxinginformation

§ FinancialDimensions&AdvancedAccountLookup- IntegratedwiththeWorkPlace

EnterpriseGLBudgets

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WorkPlace 2017 EnterpriseNewFeatures


Sage100

§ SagePremiumSQLinstalls- addedsupportforSQLServerODBCconnector

MAS500

§ AddedG/LDistributionSupport

§ MulticurrencySupport(ExchangeRates&ExchangeRateTypes)

§ WorkPlaceVouchers– Printonthesamecheck

§ GLBudget- SetabeginningyearforBudgetinformationinEAICSettings

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DynamicsGP,E-Connect,andEAIC

§ AddedG/LBudgetIntercompanyfunctionality

§ AddedVendorApprovals

§ AddedRequiredPaymentTermsoptiontotheEAICSettings.xml

§ ChangedtheEAICLinktouserate/effectivedateinsteadofDEX_ROW_ID

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NewSystemSettings- Inventory

• Uitem StockCurrentCostuponPOReleaseinsteadofInvoice

• DefaultItempdate PricefromItemLevelOnly


35ParamountWorkPlaceConfidential

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NewSystemSettings- PurchaseOrder

§ RestrictProjectbyUser/Role

§ RestrictPhasebyUser/Role

§ RestrictActivitybyUser/Role

§ IncludeAttachmentsforApprovalemail



GeneralLedger

§ G/LOverlay– AddedsupportforvariablelengthChartofAccounts


Expense

§ SearchcriteriainExpenseSheetZoomincludeTargetCompany,Batched,Source

§ ReceiptAmount&ReceiptCurrencyfieldsareaddedtotheExpenseSheetImport

CSVtemplate

ThesefieldsareavailablewhenMulti-currencyislicensedforWorkPlacetobeincludedwhenimportinglinesto

anExpenseSheetusingthe'Import' button


Project

§ AttachmentscanbeaddedtoWorkPlaceProjectPhase&Activityrecords

§ ProjectBillingaddedBillTypetothedetailstab

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Project

§ AG/LBudgetbutton- AvailableontheWorkPlaceProjectPhase&ActivitypageswhentheG/L

BudgetmoduleislicensedtosetupandmaintainBudgetsbyPeriod.

Whenselected,budgettoactualinformationwillbedisplayedforthespecified'G/LAccountExpense'

accountandperiodbasedonthecurrentdate.

§ A'PhaseIDMask'isnowavailabletooptionallydefineautomaticdefaultnumberingfor

WorkPlaceProjectPhasesastheyarecreated.

ThemaskcanbedefinedontheProjecttabinSystemSettingstoincludethe'::PROJECTID::'variable

representingtheProjectIDasthePrefixfollowedbyanumericportionthatwillautomaticallyincrement

systemwide.



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VendorApproval

§ VendorApprovalnowdisplays fullauditlogoffieldvaluechanges

Thelogcanbeaccessedbyclickingthe'Details'buttonfromVendormaintenanceorApprovalsession

pages.



NewSystemSettings– GeneralTab

§ EnableApproveReceive/ MatchInvoicebyemail


WorkPlace 2017DynamicsGPDirectNewFeatures

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NewSystemSettings– ExpenseTab

§ Theoption'DonotallowDuplicationofAnalyticalAccountingwhenanExpenseis

Duplicated'isavailablewhenusingtheAnalyticalAccountinginterface

Whenthisoptionischecked,theAnalyticalAccountingallocationswillnotbecopiedwhenduplicatingExpense

Sheetsorlines.Whenthissettingisnotenabled,AnalyticalAccountingdimensionandvalue assignmentswillbe

includedandcopiedwhenduplicatingExpenseSheettransactionsor usingthe'DuplicateLine'functioninExpense

Entry.

§ 'BreakExpenseSheetsbyTaxSchedule'whenintegratedtoDynamicsGPAccounts

PayablemoduleisnowaddedtoExpenseSystemSetting



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NewSystemSettings– InventoryTab

§ RevalueInventoryforCostVariance

§ AnalyticalAccountingReferenceSystemSettingisnowavailableontheInventorytab

toenteravaluethatwillpasstotheAAreferencefield

§ WhenusingInventoryFulfillmentandInventoryReplenishmenttogether,aNew

InventoryReplenishmentSetting‘DonottakeintoaccountpendingRequisitionsthat

arenotInventoryReplenishmentTypewhenGeneratingtheInventory

Replenishment'

Whenthisisenabled,thereplenishmentroutinewillignoreitemquantitiesforanyopenRequisitions

thatarenot'InventoryReplenishment'typewhencalculatingrecommendedorderamounts.



NewSystemSettings– InventoryTab

§ DisplayURLinplaceofItemImageonItemlook-up/ ShoppingListLoadWhenenabled,the

Picturecolumnwillbereplacedwithan'ItemURL'hyperlinkfor eachItemdisplayedina

lookuporShoppingListloadpage.

ClickingthelinkwillopentheURLdefinedintheItem'sInternetInformation'Image'fieldinanew

browsertab.

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NewSystemSettings– Receive/Match

§ AnewSystemSettingisavailableontheReceive/ MatchInvoicetabwhentheBinaryStream

MultiEntityManagementinterfaceislicensedto'RequireFacilityIDonLoadin

Receive/MatchInvoice'.Whenenabled,theFacilityIDfieldwillberequiredbeforeusersare

permittedto'Load'or'LoadPO'foraReceive/MatchInvoicesession.

IfaFacilityIDisnotselectedandeitheroftheloadoptionsareclicked,anerrormessagewilldisplayed

that'FacilityIDisrequired'.TheFacilityIDisalsoavailableasaFindByoptionforthePONumberlookup

(zoom)fromthe'LoadPO'page.

§ TheFacilityIDfieldisnowavailableontheUserDefinedFieldTemplate(UDFT)Receive/Match

InvoicetabwithoptionsforReadOnly,DefaultandrestrictingbyindividualvalueorNon-

FinancialList.



NewSystemSettings– Receive/Match- Invoice

§ DepartmentlevelsecurityinReceive/MatchInvoicesessions

§ 'ReceivingDepartment'attheheaderlevelforReceive/MatchInvoicetransactionsthatwill

defaulttotheusers'homedepartmentandhasUserDefinedFieldTemplate(UDFT)options

forHidden,ReadOnly,Forced/Required,Default&RestrictingbyvalueorNon- FinancialList.

§ AnewSecuritysettingisavailableto'ViewOnlyMyDepartmentalReceivingSessions'toallow

userstovieworeditanyopenReceive/MatchInvoicesessionsbasedontheirDefault

DepartmentandanyselectedonDepartmenttabinSecurity.

§ When the 'DefaultQty Shipped in the ReceivingWizard to zero' isenabled, a new 'Qty

Available' field is nowdisplayed for referenceoneach line in ReceivingWizard.



NewSystemSettings– PurchaseOrderProcessing– RequisitionTab

§ AllowanyBuyerIDtoappendtoanexistingPO

(OriginalBuyerIDonthePOwillnotbeupdated)

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NewSystemSettings– PurchaseOrderProcessing– RequisitionTab

§ AnewPurchaseOrdergenerationoptionisavailablewhentheDynamicsGPProject

Accountinginterfaceislicensedto'BreakPO'sbyProject'

Whenenabled,reservingaPurchaseOrdernumberorProcessingitemswiththeOrderstatusin

ReviewwillgenerateseparatePurchaseOrdersforeachProjectnumber.

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NewSystemSettings– SalesOrderProcessing– RequisitionTab

§ SalesOrderFulfillmentinterfaceforDynamicsGPhashastheoptionto'BreakSalesOrders

byRequisition'

WhentheSystemSettingisenabled,SalesOrderdocumentswillbreakbyRequisitionwhen

processingaReviewSession.


NewSystemSettings– CheckRequest– RequisitionTab

§ AnewoptionisavailableforDynamicsGPenvironmentsusingthePOCommitmentsor

EncumbranceinterfacestocontrolhowCheckRequestamountsupdatetheirbudgets.

Whenthe'DoNotEncumber/CommitAmountsforCheckRequests'SystemSettingisenabled,WorkPlacewill

notencumberorcommitanyamountsforCheckRequests.


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BinaryStreamMulti-Entity(Multi-Facility)

§ OptiontoUDFTfor“DocumentID–CheckRequest”

§ Non-FinancialListtypeisnowavailablefor"FacilityID - Receive/MatchInvoice"whenthe

BinaryStreamMulti-EntityManagementis licensed


AnalyticalAccounting

§ AnalyticalAccountingReferencefieldcannowbeupdatedwhengeneratingInventory

AdjustmenttransactionsusingtheInventoryFulfillment interface


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DiamondMunicipal

§ Support for Diamond Municipal GST Rebates to WorkPlace

§ Default Tax Schedule upon selection of G/L Account in RequisitionEntry



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RequisitionCheckRequest

§ UserscannowenterorselecttheDynamicsGPBatchwhenthe'OnlyAllowCheck

RequestswithinRequisitionEntry'SystemSettingisdisabled

TheBatchfieldisdisplayedattheheaderlevelontheCheckRequestentrypageorcanbehidden

usingtheUserDefinedFieldTemplate(UDFT)

§ RequisitionSearchaddednewFindByfields:Jobs,Object,andWorkOrderwhenthe

DiamondWorkManagerforWorkTech interfaceislicensed



Receive/MatchInvoice

§ ReceivingWizard(Auto-Receiving)addedreadonlyfield to ReceivingWizardcalled‘Qty

Available’

§ NewUserDefinedFieldTemplateoptionsforVendorandGLAccountsontheReceive/Match

Invoicetab

§ Vendor-addedtheoptiontoRestrictbyNon-FinancialList

§ G/LAccount-addedtheoptiontoRestrictbyNon- FinancialList



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§ DynamicsGPReceivingtransactionscreatedfromWorkPlacecannowbesavedtoseparate

BatchesbasedontheoriginatingWorkPlacetransactiontype.The'DefaultBatchIDPrefix'

SystemSettingnowacceptsaspecial ‘::TransactionType::’variable that will result in the

following Batchprefixvalues:

1. RCV- Receiving/ Shipments

2. INV- InvoiceMatches

3. RCINV- Shipment Invoices

4. CR- CheckRequests



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§ TheInvoiceMatchinterfaceforDynamicsGPnowsupportstheGP'EnableCanadianTaxDetail'

CompanySetupoption

Whenthissettingisenabled(checkedinTools>Setup>Company>Company>Options),theG/L

accountforTaxdistributionswillbebasedonthe'PostTo'settingontheTaxDetailMaintenance

page.Whensetto'TaxDetailAccount',theG/LAccountwillcontinuetousetheG/LAccountassigned

totheTaxID.Otherwise,theTaxamountswillbedistributedtotheG/LAccountsfromtheReceive

/MatchInvoicelines(i.e.,whensettoeither'VendorPurchaseAccount'or'InventoryAccount').



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Inventory

§ When'MultipleBins'isenabledinGP,InventoryReleasescannolongerbeprocessed

fromReviewwithoutabinassigned.

Ifabinisnotautomaticallyfound(ormanuallyspecified),anerrorwillbedisplayed.

§ TheInventoryReplenishmentInterfaceforDynamicsGPnowincludestheoptiontogenerate

RequisitionsbasedonassignedBuyerID's.

TheBuyerIDFromandtofilteroptionwillrestrictthesuggestedItemsfororderbasedontheBuyerID

assignedontheItemResourcePlanningMaintenancepageforeachInventoryItem.



OurGoal

Tohelppeopletransformspendmanagementandenhanceefficiency,collaboration,andROI

acrosstheirentireorganization.

Developintuitiveandadvancedweb-based& mobilespendmanagementsolutions.

ParamountWorkPlace.com

OurMission

Documents

1 - 2017 Release - Key Feature - PPT Training · 2019. 3. 6. · New System Settings -Inventory • UitemStock Current Cost upon PO Release instead of Invoice • Default Item pdatePrice