WHAT’S NEW IN GP2010

Amber J. Bell

Training and Implementation Specialist

amberb@calszone.com

Welcome toCAL Connect2010!!

WHAT VERSION ARE YOU USING?

GP 9(released 2005)

GP 10(released 2007)

GP2010(released 2010)

WHAT ARE YOU MISSING?!?

WHAT’S NEW IN:• Financials:

– Budget Transactions

– Consolidate Multiple Budgets

– Reporting Ledger Functionality (Works with IFRS)

– Clear Amounts in GL Recurring Batches

• Receivables– Recurring Cash Receipts

– Negative Cash Receipts

– Emailing of AR and SOP Documents

– Ability to Format and Change Forms in MS Word

• Receivables Management– E-mail Receivables Documents (not statements)

– Updates to RM EFT

– Recurring Cash Receipt Batches

– Lockbox Enhancement

– Negative Cash Receipt

• Payables Management– E-mail Vendor Remittances

– Select Checks Enhancements

• Additional Restrictions Functionality

• Restrict Invoices by Expired Discount Date

– Vendor Workflow

CONTINUED

CONTINUED

• System

– Customizable Metrics using SQL Reporting Services

– Visible “Cues” for Reminders

– Integration with Office Communicator

– Better Integrations with CRM and CRM Online

– Customizable Navigation Lists

– E-mail Documents

– Vendor Workflow

CONTINUED

• Analytical Accounting

– Security for user creating dimension code on the fly

– Integration with US Payroll

• Not For Profit

– Control Account Management for Receivables

– Encumbrance Options for Workflow/PO Approvals

MICROSOFT DYNAMICS GP 2010FINANCIAL FEATURES

• General Ledger– Budget Transactions

– Consolidate Multiple Budgets

– Reporting Ledger Functionality (works with IRFS)

– Clear Amounts in GL Recurring Batches

REPORTING LEDGERS

For more information on IFRS vs. GAAP: http://www.cfo.com/guides/guide.cfm/3395216

GL BUDGETING

Budget 2010

Marketing Development Service

Budget 2010

Marketing Development Service

DEMO

RECEIVABLES MANAGEMENT

• Recurring Cash Receipts Batch

• Negative Cash Receipts

PostCash

Receipt

Receivables

DEMO

PAYABLES MANAGEMENT

Workflow

Approve Vendor

DEMO

COLLECTIONS MANAGEMENT

• E-mail Enhancements– Reply to Address

– Use e-mail address on customer

CONTINUED

• Collections Management

– Display Unposted Cash on Collections Main

– Display Collections Reminders on Home Page

– Print Collections Letters by Address ID

– Collections Note Display on Navigation Lists

– Reply to E-mail Address Option

– Use E-mail Address from Customer Address ID

– Collections Go-To Options in RM/SOP SmartLists

– Open Note or Create New from Inquiries

DEMO

REPORT TEMPLATES AND EMAILING

• Report Templates

– Feature Overview

– Printing Templates

– Template Modification & Assignment

– Configuring Templates

• Email

– Feature Overview

– Customer/Vendor Configuration

– Sending Documents in E-mail

DYNAMICS GP REPORT TEMPLATES

REPORT TEMPLATES OVERVIEW• Integration with Microsoft Office Word

• Over 20 templates enabled upon install of Microsoft Dynamics GP 2010

• Create/Modify in Microsoft Office Word– New Microsoft Dynamics GP Add-in for Microsoft

Office Word

• Support multiple templates for each Report Writer report

• Supports modified/alternate reports

• Report destination enhancements– Support for .docx, .xml, and .html file types

TEMPLATES AVAILABLE IN GP 2010

Customer facing documents– SOP Quote

– SOP Order

– SOP Invoice

– SOP Fulfillment Orders

– SOP Packing Slips

– Receivables Transactions

– Customer Statements

TEMPLATES AVAILABLE IN GP 2010

Vendor facing documents

– Purchase Orders

– Payables Transactions

– Check Remittance

TEMPLATES SIMPLIFY REPORTING

Company 2

Company 3

Company 1

Print Invoice with

Company 1 Logo

Print Invoice with

Company 2 Logo

Print Invoice with

Company 3 Logo

Modified Report 1

Modified Report 2

Modified Report 3

Report 1

DEMO

DYNAMICS GP E-MAIL DOCUMENTS

E-MAIL FEATURES

• Embed/Attach Options

– Multiple Attachments

– .XPS, .PDF, .DOCX, .HTML

• Multiple Addresses

• Historical Record of E-mail

• Pre-defined Message Templates

• Direct Replies to a Specific Address

WHAT ARE WE SENDING?

• Leverages Word Forms Feature

• Documents to Send

– Quote, Order, Fulfillment Order, Invoices

– Receivables Transactions

– Purchase Orders

– Vendor Remittances

• Supports .PDF, .XPS, and .DOCX

• Supports HTML Embedding of Document

WHERE ARE WE SENDING FROM?

• Send from the Following Areas:

– Transaction Entry

– Document Print Options

– Transaction Inquiry Zoom

– Print Sales Docs/Print Purchasing Docs

– Lists

– Remittances

SYSTEM REQUIREMENTS

• Microsoft Dynamics GP2010

• Microsoft Office Word 2007

– Send XPS and PDF

• No Microsoft Office Word requirement if…

– Send .DOCX

– Viewing a file in Word

DEMO

SYSTEM CHANGES

• Customizable Metrics using SQL Reporting Services

• Visible “Cues” for Reminders

• Integration with Office Communicator

• Better Integrations with CRM and CRM Online

• Customizable Navigation Lists

• E-mail Documents

• Vendor Workflow