GP2013h ’ d h ’What’s New and What’s New to You
8th Annual BDO Connections Conference
Florence Singh & Agnieszka Parent11 June 2013
8th Annual BDO Connections Conference
Thank you to our GOLD sponsors:
AGENDAAGENDA
•System and Business Intelligence•System and Business Intelligence•Financials•Distribution•What’s New to You!•Questions
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Inventory Transaction Reason Codes
Year End Close Options
Lock FA Year
Multi-Tenant Integration Manager
Email Indicator on Navigation Lists
FA Calendar Setup Bridge for Outlook 64 bit MAPI calls VBA Components 6.5
WC Roles/Windows Definition
WC Sanscript Rework/New Dexterity Script typ
WC Enable modules for Web Client
FS - Item Description from RMA Credit
FS - Auto Populate Customer ID
SmartList Builder - remove dependency on having an Admin login after new install
Link Multiple GL Budgets to Encumbrance Budget
Integrate Encumbrance with General Ledger
PTO Manager: Year End PTO Inactive Item
Integrate AA with General Journal CopyRuntime_GetClientType() function
Document Attach
Fixed Assets integration with AA Track Serial Numbers for Drop Ship items
Restrict void of reconciled checkEFT Settlement Date Option Add BAI2 format to eReconcile
Default Sort Cust/Vend Lookups Application Multi-
tenancy SSRS Reports/Metrics Transport to WCWC ISV IntegrationWC Session Service
WC Management Tool Session Service Plug In
WC Navigation Lists - Grid Control WC Navigation Lists - Filter ControlFS - Ship to Addr Integration to SOP
FS - Cross-Ship RMA consolidation
FS - Honor Discontinued Item StatusLink Multiple GL Budgets to Encumbrance Budget
Mass Back Out FA Depreciation
WC Security
Internal Window Type
g py
New script warning for non-executable scripts
Edit Payables Transactions: Remit to Address
Select Printer at time of printUpdate for MACRS Adjust Standard Cost Items
Inactivate a Site and Item SiteSuggest Sales ItemsPrevent PO Close prior to Invoice Match
Check Build Exception Report
Business Analyzer WPF Upgrade
New SSRS reports
Document Transfer & Render to Web ClientWC Web Client UI Converter
WC Management Tool Template Manager Plug In WC Silverlight and ASP.Net Applications
FS - RMA Return Quantity and TypeFS - Cross-Ship RMA consolidation
Grouped Reports
DIA Reporting
PTO Manager: HR CalendarStop Duplicate Payroll Checks
PIP - Voucher Description and Voucher Document Numbe
FICA TSA Deductions
Integrate AA with Copier Series SOP/POP
p g p
PTO Manual Checks
Ship to Address has different Company Name
Maintain Bin Transfer HistoryTolerance Handling
Additional String Resources PoolGeneral Journal Batch History
Rename Customer User Defined Fields
DIA - Mandatory Arrears Template and Reminders
Report Writer Reports/Word Templates
Excel Reports Transport to WC
Re-architect home pages/area pages to WPF - scenario
CLTM - Advanced Warning NoticeAdvanced HR - Customer Fields
WC ISV Documentation
FS - Multi-User check in RMA Entry
Adding support for the Business Analyzer to NLB
Edit Paycode History
PIP - Voucher Description and Voucher Document Numbe
GP “12” Featuresendor's Credit Card invoice voided when credit card payment voided
g pPTO Manual Checks
Paycode, Deduction, Benefit ModifierFS - Create equipment card when manufacturing receives a serialized item into inventory
Support http:// on the Report Destination window
PM Reprint Checks/Remittance forms Multi-tenant Application
Void Check returns CreditsFA to GL Posting Process Updates
Reconcile Bank Reconciliation with GL GL Journal Entry History Inquiry Currency Translation Calculate Average Exchange Rate
Payables 1096 Form
SmartList for Web Client
Excel Export Using Open XML
Web Client Content for Sure Step WC Dynamics GP Runtime EnginWC Silverlight Application
WC Web Management Console InstallWC Help Processing Engine
FS Add Field Service Allocations in Inquiry
S U y
FS - Equipment Super-SessionEncumbrance Cost Difference Notification
PTO M N i C
Edit Paycode History
WC Object Model
Command type of Content PagePrint Picking List Window
Subledger Reconcile IV -> GL
Enhance Alt/Mod Windows
Prepayments on PO
EFT Field Length and Delimitation Options
Consolidate Sales Invoices
Multi-Tenant GP Web Services
FA Intercompany Asset Transfer
Select multiple serial numbers
New Templates for SOP
Excel Export Using Open XML
WC Navigation/Master Page
WC Themes
FS – Contract WorkflowWC Base Window Processing Engine
FS - Add Field Service Allocations in Inquiry
FS - Update Back Order QTY in Item Mte
FS - Consolidate Revenue RecognitionFS Hotline Update
PTO Manager: Negative Carryover
Life Insurance enhancements
CLTM Delete History RecordsPTO Detail and History
Window Ribbon functionality for Web Client
PTO Manual ChecksFS - Add Contract Number search in Revenue recognition
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Multicurrency applies in cash entry
g p
Window Tab functionality for Web ClientFA Historical Depreciation Report
Report Deployment/Retrieval for Multi-Tenant
Key Relation added to Index file
Printing SSRS reports from formsWC Navigation Lists – Business Analyzer
Silverlight interface for home pages/BA in web client
WC Custom Silverlight Controls WC Themes
WC Icons
WC Dynamics GP Management Tool
WC Dynamics GP Runtime State ManagerFS - RMA Entry - Update Contact & Address ID
FS - Hotline UpdateCLTM - Delete History RecordsPTO Detail and History
HR Requisition List ViewOffice Presence in HRP SuitePIP - Voucher Consolidation
Display reconcile status in PM Check Inquiry
FS - Allow contract line to be moved even if on an open service cal
SYSTEM & BUSINESS INTELLIGENCEh•Document Attachments
•Email Functionality•Home Page•Lookups•Reports•Security
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SYSTEM SYSTEM Document Attachments
Attach documents such as requisitions credit reports and images to master Attach documents such as requisitions, credit reports and images to master records, transactions, and the individual line items assigned to the transactions. You also can view a document that has already been attached or remove an attachment.
1. Attaching a Document.mp4
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SYSTEMSYSTEMEmail Functionality•Server type for email•64-Bit Outlook supported•Email indicators on Navigation Lists•Password protection on Word documents •Ability to use Word templates for RM Statements
•Ability to Email additional Word templates for SOP
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SYSTEMSYSTEMHome Page
Multiple improvements made to Home Page including:Multiple improvements made to Home Page, including:•The Metrics area was replaced by the Business Analyzer area•Maximize and minimize area pages in home page•Move area pages within home page•Move area pages within home page•Select the number of columns to display andtheir locations
2. Customize this Window.mp4
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SYSTEMSYSTEMLookups
The sort order is saved when you save a default lookup view for your masterThe sort order is saved when you save a default lookup view for your masterrecords. You can save the sort order for the following lookup windows.• Items lookup window• Employees lookup window• Employees lookup window• Customers and Prospects lookup window Salespeople lookup window• Salespeople lookup window
• Vendors lookup window•The sort order is saved on a per user,per company basis per company basis.
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SYSTEMSYSTEMReports
Select a Printer when PrintingSelect a Printer when Printing•You can select which printer to send a reportto at the time you are printing the report
• Previously you had to switch to the printer • Previously, you had to switch to the printer you wanted to user before you print the report
Print Reports from Maintenance WindowsPrint Reports from Maintenance Windows• You can use the Report Assignments window to assign the SQL Server Reporting
Services reports you want to print from a specific window
•Printing record level notes
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SYSTEMSYSTEMSecurity
•New fields in the User Setup Window •New fields in the User Setup Window
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FINANCIALl d• General Ledger
• Payables Management• Receivables Management• Multicurrency Management• Electronic Banking• Fixed Assets Management
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FINANCIALFINANCIALGeneral Ledger
•Clear balances of unit accounts during year end close•Clear balances of unit accounts during year-end close•Keep inactive accounts with zero balances during the year-end close•View status during year-end close•View net change and period balances for unit accounts at the same time•View net change and period balances for unit accounts at the same time•GL batch approval information in stored•Reconcile more subledgers to General Ledger•Journal Entry Inquiry window•Journal Entry Inquiry window
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FINANCIALFINANCIALPayables Management
•Edit payables information•Edit payables information•Reprint remittance forms and cheque stubs•Information for voiding reconciled payments•Voiding cheque enhancements•Voiding cheque enhancements•Cheque build exception report
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FINANCIALFINANCIALReceivables Management
•Define labels for user defined fields in Customer Address Maintenance•Define labels for user defined fields in Customer Address Maintenance•Apply unposted multicurrency cash receipts
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FINANCIALFINANCIALElectronic Banking
•BAI2 bank format added to Electronic Reconcile•BAI2 bank format added to Electronic Reconcile•EFT field length•EFT settlement date
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FINANCIALFINANCIALFixed Asset Management
•Historical depreciation amounts•Historical depreciation amounts•Fixed Assets Depreciation Detail •Fixed Assets Depreciation Ledger reports•Book Setup window update•Book Setup window update•Depreciation Process Information window•Posting in detail to General Ledger•Fixed Assets Inquiry Window•Fixed Assets Inquiry Window•Intercompany transfers•Automatically generating the next asset IDFixed Assets Management calendars•Fixed Assets Management calendars
•Reverse Depreciation
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DISTRIBUTIONl•Inventory Control
•Purchase Order Processing•Sales Order Processing
8th Annual BDO Connections Conference
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DISTRIBUTIONDISTRIBUTIONInventory Control
•Select multiple serial numbers at one time•Select multiple serial numbers at one time•Change standard cost for periodic valuation items•Inactivate items•Inactivate site and item site relationships•Inactivate site and item-site relationships•Reason codes
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DISTRIBUTIONDISTRIBUTIONPurchase Order Processing
•Receive a message when purchase order line item is not fully invoiced•Receive a message when purchase order line item is not fully invoiced•Prepayments for purchase orders•Quantity tolerances•Track serial and lot numbers for drop ship purchase orders•Track serial and lot numbers for drop-ship purchase orders
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DISTRIBUTIONDISTRIBUTIONSales Order Processing
•Assign suggested sales items to an item•Assign suggested sales items to an item•Print back ordered items on picking tickets•Combine multiple fulfillment orders into one invoice•Ship to address enhancements•Ship to address enhancements
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PayrollPayrollCanadian Payroll:
•Easy Mail for Canadian PayrollEasy Mail for Canadian Payroll
•This feature allows you to email out Canadian Payroll Pay Stubs to your employee
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What’s New To You!What s New To You!Free Additional Functionality Are Entitled To You
In GP 2013
•New licensing model called Perpetual Licensing•The GP 2013 Starter Pack will include additional modules which were previously only available to Advanced Management users or as a la Carte modules for an extra cost. Even if you only own a single module that is in the Extended Pack then you get the entire Extended Pack for free!
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N ti l A t
What’s New To You!
•National Accounts•Customer/Vendor Consolidations•Grant ManagementL kb P i•Lockbox Processing
•Process Server•Refund ChequesR /E D f l•Revenue/Expense Deferrals
•Payroll – Unlimited Employees!•Human Resources Management – Unlimited Employees!
ll f l•Bill of Materials•PO Generator•Unlimited Management Reporter Users!!
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Next Steps…Next Steps…
• Visit our blog to stay current: http://dynamicscpmblogger blogspot com/• Visit our blog to stay current: http://dynamicscpmblogger.blogspot.com/• Visit YouTube to see our videos on GP 2013
http://www.youtube.com/user/myBDOSolutions
• Contact Agnieszka Parent at [email protected] Florence Singh at [email protected] your BDO Solutions Client Manager to discuss your needs further
8th Annual BDO Connections Conference
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THANK YOU TO ALL OUR SPONSORSTHANK YOU TO ALL OUR SPONSORS
8th Annual BDO Connections Conference
25Thank you to our GOLD sponsors:
h k dThank You For Attending
Florence Singh & Agnieszka Parent
[email protected] [email protected]
8th Annual BDO Connections Conference
26Thank you to our GOLD sponsors: