Microsoft Dynamics GP: What's New Plus Tips and Tricks

Transcription

1 Microsoft Dynamics GP: What's New Plus Tips and Tricks Solution Showcase 2015 Client Conference

2 About the Presenter Katja Brinck Senior Consultant, Microsoft Dynamics GP, Armanino Katja has over 12 years of financial consulting experience, ranging from ERP technical implementations to application support on Microsoft Dynamics GP. Throughout her career, she has developed expertise in solution design, application build, reporting, integrations, user testing/training, and documentation. Katja is certified in GP Installation and Configuration, GP Financials, GP Inventory and Order Processing, and FRx.

3 Learning Objectives Discover what s new in Microsoft Dynamics GP 2015 Describe the system-wide enhancements and benefits of GP 2015 Apply some new tips and tricks to your existing GP environment

4 What s New in GP Client Conference

5 Microsoft Dynamics GP Roadmap Over 120 new features in GP 2015!

6 What s New in GP 2015 and 2015 R2 Financial and Distribution Highlights include: Combined General Ledger Inquiry Window Intercompany Journal Entry Inquiry Window Payment terms calculations and preview Automatically post cash receipt deposits Payables warning when open Purchase Order or unposted receiving document Purchasing all-in-one document view Automatically display debits before credits

7 Combined GL Inquiry Window View open and historical years in a single inquiry window Any GoTo s or drillbacks from Excel reports will now go to a single window

8 Intercompany Journal Entry Inquiry View destination company entries from originating company, and originating company entries from destination company

9 Payment Terms Options in GP 2015 Calculate due date based on Net Days Date EOM None Next Month Months Month/Day Annual New Calculate button allows you to preview due date

10 Automatically Post Cash Receipt Deposits Enable option to have cash receipts automatically update checkbook balance When cash receipt is posted in Accounts Receivable, this automatically posts to a deposit in Bank Reconciliation module

11 Copy User Settings - Copy more than just security! Copy User Settings Security Home Page Role Home Page Content Area Pages

12 Payables Warning When Open Purchase Order Exists

13 Automatically Display Debits Before Credits (R2)

14 Purchasing All-in-One View (R2)

15 Self-Service User Limits the navigation and functionality to essential tasks the self service user will need Security roles tailored to the Self Service User Type

16 Bonus Enhancements Void intercompany transactions Fixed Assets Year End Close Report New Navigation List for Management Reporter reports

17 System-Wide Enhancements And why it s a good time to upgrade! 2015 Client Conference

18 GP 2015 Key System Enhancements

19 Workflow

20 Workflow Types Dynamics GP 2013 R2 o Purchase Order Approval o Purchase Requisition Approval o Payroll Timecard Approval o Project Timesheet Approval Workflow Task Approve Dynamics GP 2015 o General Ledger Batch Approval o Receivables Batch Approval o Payables Batch Approval o Vendor Approval o Employee Profile Approval o Employee Skills Approval o Direct Deposit Approval o W4 Approval o Project Expense Report Approval o Payables Transaction Approval (R2) o Smartlist Designer View Approval (R2)

21 Workflow Document Attachment (R2) Available for the following workflow types: Payables Batch Purchase Order Purchase Requisition Vendor Payables Transaction

22 Payables Transaction Workflow Example Gray bar displays status of document Attach icon indicates a document has been attached

23 Workflow Preview Document Attachment

24 Workflow Submit for Approval

25 GP Navigation Lists Take Action

26 Workflow Drill Back to Transaction

27 Workflow Approval

28 Workflow History

29 Identity Management in GP 2015 Authentication with Microsoft Azure Active Directory Work seamlessly across Dynamics GP, Office 365, and other web applications

30 Service-Based Architecture with GP 2015

31 Tips and Tricks! For your current GP environment 2015 Client Conference

32 Tips and Tricks for Your Current GP 1099 Update 1099 Utility Professional Services Tools Library (PSTL) o Combiner/modifier for GL accounts, customers, vendors o Master triggers replicate accounts, customers, vendors across databases o Doc Date Verify prevents entry into undefined fiscal year, such as 2051 GP Power Tools, formerly known as the Support Debugging Tool o Color-coding company o Security profiler o Resource information

33 Update 1099 Information Utility

34 PSTL Vendor Combiner and Modifier Combine duplicate master records Modify master IDs Map records manually or import file

35 PSTL Master Triggers Accounts Vendors Customers

36 PSTL Doc Date Verify Prevents accidental data entry to invalid fiscal year

37 GP Power Tools - Color-Code Your Companies/Servers Production default gray Test - yellow Development - green

38 GP Power Tools Security Profiler Easily identify which users and/or security roles have access to a specific window Start by launching Security Profiler

39 GP Power Tools Security Profiler Next open the GP window you would like to review security for Return to the Security Profiler window, and click the Security button to review security information

40 GP Power Tools Security Profiler Security Profiler window displays: Security task(s) that contain access to the selected window Security role(s) that each task is assigned to Right-hand pane will display the users with access

41 GP Power Tools Resource Information For help with reporting or understanding data, you can view all tables associated with a particular window

42 What Questions Do You Have?

43 Recommended Resources Dynamics Community: community.dynamics.com For more info on the GP Power Tools, check out the blog of David Musgrave from Winthrop Development Consultants: winthropdc.wordpress.com To learn more about upgrading to GP 2015, contact David Meharg

44 Katja Brinck Phone: Client Conference

45 COMING UP NEXT: Evening Reception 2015 Client Conference