Upgrading Your Microsoft Dynamics GP System Should I go to Version 2010 or Version 2013?

Transcription

1 Upgrading Your Microsoft Dynamics GP System Should I go to Version 2010 or Version 2013? Kevin King [email protected] Huber Cooney [email protected] Brady Curtis [email protected] GP Support Lifecycle Version Lifecycle Begin Date Mainstream Support End Date GP 10 8/4/ /9/2012 GP /15/ /12/2015 Expected Availability of GP 2013 =12/12/12 1

2 GP 10 Extended Support As of Tuesday this week, GP 10 is officially on Extended Support. What does this mean? Security Updates Only No New Features No Bug Fixes No Payroll Tax Updates after January, 2013 No Payroll Form Updates after January, 2013 You can still contact support for regular issues until extended support expires on 10/10/17 Session Agenda GP 2013 Functional Enhancements Huber Cooney GP 2013 System Requirements Kevin King GP 2013 License Changes Brady Curtis 2

3 Microsoft Dynamics GP Blog GP 2013 Functional Enhancements Huber Cooney 3

4 WC Enable modules for Web Client Indicator on Navigation Lists PTO Manager: Year End PTO Lock FA Year Inactive Item Inventory Transaction Reason Codes SmartList Builder remove dependency on having an Admin login after new install WC Sanscript Rework/New Dexterity Script type FS Item Description from RMA Credit FA Calendar Setup Integrate Encumbrance with General Ledger Bridge for Outlook 64 bit MAPI calls VBA Components 6.5 WC Roles/Windows Definition Multi Tenant Integration Manager Runtime_GetClientType() function FS Auto Populate Customer ID Integrate AA with General Journal Copy Year End Close Options Fixed Assets integration with AA Track Serial Numbers for Drop Ship items Link Multiple GL Budgets to Encumbrance Budget WC Management Tool Session Service Plug In FS Honor Discontinued Item Status Default Sort Cust/Vend Lookups Application Multi tenancy Document Attach Internal Window Type WC ISV Integration SSRS Reports/Metrics Transport to WC WC Navigation Liss Grid Control WC Security WC Navigation Lists Filter Control WC Session Service EFT Settlement Date Option Add BAI2 format to ereconcile FS Ship to Addr Integration to SOP Restrict void of reconciled check New script warning for non-executable scripts Mass Back Out FA Depreciation FS Cross Ship RMA consolidation Prevent PO Close prior to Invoice Match FS RMA Return Quantity and Type DIA Reporting Suggest Sales Items Inactivate a Site and Item Site Document Transfer & Render to Web Client Business Analyzer WPF Upgrade Edit Payables Transactions: Remit to Address WC Web Client UI Converter PTO Manager: HR Calendar Grouped Reports Check Build Exception Report FICA TSA Deductions Stop Duplicate Payroll Checks WC Management Tool Template Manager Plug In Update for MACRS New SSRS reports Adjust Standard Cost Items WC Silverlight and ASP.Net Applications Select Printer at time of print PTO Manual Checks Integrate AA with Copier Series SOP/POP PIP Voucher Description and Voucher Document Number Maintain Bin Transfer History Re architect home pages/area pages to WPF Adding support for the Business Analyzer to NLB Tolerance Handling General Journal Batch History scenario Advanced HR Customer Fields Support on the Report Destination window Additional String Resources Pool CLTM Advanced Warning Notice Report Writer Reports/Word Templates Paycode, Deduction, Benefit Modifier FS Create equipment card when manufacturing receives a serialized item into inventory Rename Customer User Defined Fields GP 2013 WC ISV Documentation Features Ship to Address has different Company Name Vendor's Credit Card invoice voided when credit card payment voided DIA Mandatory Arrears Template and Reminders FS Multi User check in RMA Entry Edit Paycode History Excel Reports Transport to WC PM Reprint Checks/Remittance forms SmartList for Web Client Print Picking List Window Multi tenant Application WC Silverlight Application Web Client Content for Sure StepCommand type of Content Page FA to GL Posting Process Updates WC Dynamics GP Runtime Engine Currency Translation Calculate Average Exchange Rate Void Check returns Credits WC Web Management Console Install GL Journal Entry History Inquiry WC Object Model Reconcile Bank Reconciliation with GL Encumbrance Cost Difference Notification Payables 1096 Form WC Help Processing Engine FS Equipment Super Session Multi Tenant GP Web Services FS Add Field Service Allocations in Inquiry Excel Export Using Open XML PTO Manager: Negative Carryover Subledger Reconcile IV > GL Prepayments on PO Select multiple serial numbers PTO Manual Checks WC Navigation/Master Page FS Add Contract Number search in Revenue recognition FS Update Back Order QTY in Item Mte FA Intercompany Asset Transfer New Templates for SOP WC Base Window Processing Engine Consolidate Sales Invoices Window Ribbon functionality for Web Client Enhance Alt/Mod Windows FS Contract Workflow Life Insurance enhancements EFT Field Length and Delimitation Options FS Consolidate Revenue Recognition PTO Detail and History WC Themes CLTM Delete History Records FS Hotline Update Report Deployment/Retrieval for Multi Tenant WC Navigation Lists Business Analyzer WC Custom Silverlight Controls Display reconcile status in PM Check Inquiry Printing SSRS reports from forms WC Dynamics GP Management Tool FA Historical Depreciation Report Window Tab functionality for Web Client HR Requisition List View FS Allow contract line to be moved even if on an open service call WC Dynamics GP Runtime State Manager PIP Voucher Consolidation Office Presence in HRP Suite Multicurrency applies in cash entry Key Relation added to Index file Silverlight interface for home pages/ba in web client WC Icons FS RMA Entry Update Contact & Address ID System Web Client (attend Kevin s session at 3pm) Home Page Changes Select Printer at time of Print Ability to Print SSRS Reports from forms Document Attachments Stored in SQL Company Database 4

5 General Ledger Journal Entry Inquiry for History Reconcile Bank Reconciliation Module Reconcile Inventory Module Year End Close options Fixed Assets Historical Depreciation Reports Lock Fixed Assets Year Mass Depreciation Reversal Autogenerate Next Asset ID Fixed Assets Transactions Batches Post in Detail to General Ledger Analytical Accounting Integration with Fixed Assets Documentation Updates for MACRS 5

6 Payables Management Void of Check returns applied credit documents Vendor s Credit Card Invoice automatically voided when credit card payment voided Settlement Date added for EFT payment PM Reprint Checks and Remit Forms Added a 1096 Form Receivables Management Multi-Currency apply in Cash Entry Ability to RM Statements using Word Templates Ability to save the default sort order for Customer (and Vendor) Lookups 6

7 Inventory Inactivate a Site and Item Site Reason Codes for stock movements/adjustments Inactive Item Sales Order Processing Ship to Address has different Company Name Relate / Link Items for suggestions on Sales Consolidated Invoicing 7

8 Purchase Order Processing Tolerance Handling Track Serial Numbers for Drop Ship items Allow prepayments on a PO Payroll and PTO Manager Check Build Exception Report Pay Code History Edits Negative Carryover of PTO PTO Detail and History PTO Manual Checks Year End PTO 8

9 GP 2013 System Requirements Kevin King System Requirements Dynamics GP 2013 Desktop Client will be compatible with the following systems in both 32 and 64 bit: Microsoft Windows 7 Professional Edition Microsoft Windows 7 Ultimate Edition Microsoft Windows Vista Business Edition SP2 and above Microsoft Windows Vista Ultimate Edition SP2 and above 9

10 System Requirements GP 2013 will drop support for: Microsoft Office 2007 Windows XP Microsoft SQL Server 2005 Windows Server 2003 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007 Internet Explorer 7.0 Microsoft Dynamics GP Web Client Phased Release Cycles Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Financials Distribution HR Payroll Project Series Field Service Manufacturing 10

11 GP 2013 License Changes Brady Curtis New Licensing for GP 2013 Evolution of the GP License Models Module Based Std or Pro Business Ready Licensing (2006) BE or AM Introducing Perpetual Licensing 11

12 Perpetual Licensing Simplified Model Napkin Pricing 2 User Types Full User (Concurrent) Limited User (Concurrent) 5 module packs Starter Pack (includes 3 users) Extended Pack Customization Pack Smartlist Builder Extended Human Resources and Payroll Key Advantages of Perpetual 1. Payroll & HR are included (Unlimited) 2. Management Reporter - Unlimited Users 3. Removal of Light User Requirement 4. Forecaster Unlimited Users (Requires Extended Pack) 5. Business Portal Unlimited Users 6. Existing Customers Transition at No Cost when upgrading to GP

13 Questions? 13