Agenda Database multi-tenancy Home page changes Select printer at time of print Http:// in report destination Microsoft ® Excel ® export using open.

March 18-21, 2013New Orleans

#conv13

Microsoft Dynamics® GP 2013 overviewTheresa NistlerSenior Program ManagerMicrosoft

CSGP01-R1

Agenda

System and Business

Intelligence

Human Resources and Payroll

DistributionFinancials Questions

• Database multi-tenancy• Home page changes • Select printer at time of print • Http:// in report destination• Microsoft® Excel® export using open XML• Mark all/unmark all for alternate/modified windows

System

• 64-Bit Microsoft Office® Outlook® supported• Email indicators on navigation lists• Password protection on Microsoft Office

Word® documents • Word templates for receivables statements • Email additional word templates for sales

order processing (SOP)

Email enhancements

• Business Analyzer on the home page• Printing SSRS reports from forms• Excel report deployment to Office® 365• Word templates for SOP back orders• Word templates for SOP picking tickets• Business Analyzer for Windows® 8

Business intelligence

Demo

• Journal entry inquiry for history• Reconcile bank reconciliation• Reconcile inventory• Year end close options• Currency translation average exchange rate calculation• General journal batch history

General ledger

• Historical depreciation reports• Reset history in detail• Restrict displaying reset transactions• Lock fixed assets year• Process progress bars• Mass depreciation reversal• Independent fixed assets calendars• Define short/long calendar years• Autogenerate next asset ID• Intercompany asset transfer• Fixed assets transactions batches• Post in detail to general ledger• Analytical accounting integration with fixed assets• Documentation updates for MACRS

Fixed assets

• eReconcile•Add BAI format support

• Encumbrance Management• Integrate encumbrance with GL journal entry•Assign multiple GL budgets for encumbrance validation•Receipt cost difference notification

Other financials

• Void check returns applied credit documents• Vendor’s credit card invoice automatically voided when credit card payment voided• Settlement date added to EFT payment• EFT length and delimitation options• Edit remit to address• Change non-1099 vendor and transactions• Edit 1099 transactions• PM reprint checks and remittance forms• Print 1096 form • Save default sort order for vendor lookups

Payables management

• Rename user-defined fields for customer address

• Multi-currency apply in cash entry• Email RM statements using Word templates• Save default sort order for customer

lookups

Receivables management

Demo

• Reason codes for stock movements/adjustments• Bin transfer history• Inactivate a site or item-site• Inactive item• Multi-Serial number select• Item standard cost adjustment post to GL

Inventory

• Integrate AA with POP copy• Document attachment• Prepayments on a purchase order• PO tolerance handling• Prevent PO close prior to invoice match• Track serial numbers or lot numbers for drop ship items

Purchase order processing

• Integrate AA with SOP copy• Ship to address has different company name• Link items for suggestions on sales• Additional Word templates for SOP• Consolidated invoicing

Sales order processing

• Field service allocations on the item allocation inquiry• Honor discontinued item status• Honor inactive item status• RMA line level lock• RMA SOP cross ship consolidation• Update back order quantity in item maintenance• Consolidate revenue recognition• Item description from RMA credit• Equipment super session• Hotline notes update• RMA return quantity and type• Ship to address integration to SOP• Add contract number search in revenue recognition window• Move contract line to another contract when on an

open service call• Equipment card created when manufacturing receives a

serialized item into inventory• Auto populate customer ID

Field service

Demo

• Check build exception report• Stop duplicate checks• Pay code history edits• Pay code, deduction and benefit modifier• FICA specified TSA deductions • Human resource calendar• Negative carryover• PTO detail and history • PTO manual checks• Year end PTO

Payroll and PTO Manager

• Life insurance enhancements• Requisition navigation lists • Mandatory arrears templates • Mandatory arrears tasks• Deduction in arrears reporting• Payroll integration to payables (PIP) voucher description• PIP document numbers • PIP voucher consolidation• Advanced HR warning notice • Advanced HR delete history records• Custom fields for advanced HR

Human Resources and Other

Demo

Questions?

Wrap Up

• Wednesday• CSGP02: Microsoft Dynamics GP2013 Web Client Overview 5:00 –

6:00• CSGP03: Better Reporting with Microsoft Dynamics GP2013 5:00 –

6:00• CSGP05: What’s New in Microsoft Dynamics GP2013: Fixed Assets 5:00 –

6:00

• Thursday• CSGP02: Microsoft Dynamics GP2013 Web Client Overview 2:30 – 3:30• CSGP14: What’s New in Microsoft Dynamics GP2013: Field Service 2:30 –

3:30• CSGP01: Microsoft Dynamics GP2013 Overview 4:00 –

5:00• CSGP04: What’s New in Microsoft Dynamics GP2013: Financials 4:00 –

5:00• CSGP10: Upgrading & Deploying Microsoft Dynamics GP 4:00 – 5:00• CSGP06: What’s New in Microsoft Dynamics GP2013: HR&PR 5:30 –

6:30• CSGP07: What’s New in Microsoft Dynamics GP2013: Distribution5:30 – 6:30• CSGP25: What’s New in Microsoft Dynamics GP2013: System 5:30 –

6:30• CSGP32: Microsoft Dynamics GP2013 – Web Client for Smaller Co. 5:30 –

6:30

Additional GP2013 sessions

#conv13

Thank you!

Theresa Nistler—[email protected]

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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.