MS Dynamics GP2013 R2 Features Presented by: Carol Livingston
RG Connect 2014 | Building Now for Your Future
Microsoft Dynamics GP Roadmap 2012
2013 (H1)
2013 (H2)
2014 (H1)
2014 (H2)
2015
GP 2013
GP 2013 SP1
GP 2013 SP2
GP 2013 R2
GP 2015
GP “Next”
Web Client Functionality Management Tools Hosting Business Analyzer
RG Connect 2013
Web Client Wave Web Client Wave Functionality Releases Releases Workflow Functionality Functionality Companion Apps RapidStart GP App for GP App for BA Off Domain Office365+ Office365 On Azure
Functionality
Functionality and
Identity Management
Technology releases
2016+
every six months
Service Based Architecture
BA Update
1
10/27/2014
Microsoft Dynamics NOW & NEXT
Replace existing Req Management Order items and goods Combine requisitions to a single PO Requisition Workflow
RG Connect 2013
2
10/27/2014
Replace existing Workflow Five workflow types Dex‐based Email Approval
Identity Management •
Simplify Web Client Logins
•
Reduce Identity Maintenance between apps
•
Support companion app and Service Based Architecture scenarios
Web Client User: ON DOMAIN
Web Client Login: Web Page
Web Clinet Home Page
RG Connect 2013
Web Client Login: SQL Auth
Web Client Login: Company
Exchange Login: Send Email
3
10/27/2014
System Wide
GP 2013 R2 – Ribbons in Desktop
• Freshen Desktop Client UI • Include ribbons on all forms • Update desktop font
RG Connect 2013
4
10/27/2014
GP 2013 R2 – SmartList Designer 2.0 • Create New Go To • Integrate with Existing Go To Options • Open Form, Navigation List, SmartList, or Web Page
GP 2013 R2 – Take Company Offline
• Limit company access for maintenance • Assign user with access • Message users
RG Connect 2013
5
10/27/2014
GP 2013 R2 – Azure Backups • Disaster recovery • Backup/Restore directly to/from Windows Azure Storage • Option in GP window
GP 2013 R2 – Print Remaining Docs for E-Mail • Print and E‐mail in one step • Available for E‐mail batch Process • Available for E‐mail Statements Process
RG Connect 2013
6
10/27/2014
GP 2013 R2 – Email or Print any report in Word • Ability to send reports in Word format • Ability to print reports as Word templates • Use Word tools to modify the reports
GP 2013 R2 – Email based on doc type • Allow Customer’s to Email documents based on the on specific document type • Can Enable or Disable the feature
RG Connect 2013
7
10/27/2014
GP 2013 R2 – Doc Attach
• Scan Documents Directly to Doc Attach from Scanner • Add Doc Attach to Payables • Convert OLE Notes to Doc Attach
GP 2013 R2 – Doc Attach - OLE Notes
• OLE File Attachments replaced with Doc Attach • Available on both Desktop Client and Web Client • Attachments saved in the SQL database
RG Connect 2013
8
10/27/2014
GP 2013 R2 – OLE Object Migration Utility
• External, one time utility for existing users to extract existing OLE attachments and import into Doc Attach files. • For Core Dynamics GP, HR, and Manufacturing
GP 2013 R2 – SSRS on Transaction Forms • Enables SSRS Report Rendering from Transaction Windows • Personalized SSRS Reports Based on Your BI Needs
RG Connect 2013
9
10/27/2014
Financials
RG Connect 2013
10
10/27/2014
GP 2013 R2 – Reverse Fiscal Year
• Ability to reverse the GL Year End Close process • Will open the previously closed fiscal year • Will warn users to create backups and verify all users out of GP prior to process
GP 2013 R2 – FA Default Asset ID from Asset Class
• New option for Asset IDs • More quickly set up asset records
RG Connect 2013
11
10/27/2014
GP 2013 R2 – Integration of MC reval with AA • Multi currency revaluation now linked with AA • AA codes on the original transaction can now be updated per the revaluation process.
GP 2013 R2 – Copy and Paste to GL • Ability to paste from Excel to General Ledger • Will validate the data that is being pasted into the Transaction Entry
RG Connect 2013
12
10/27/2014
GP 2013 R2 – Reprint outstanding transactions report from Bank Rec
GP 2013 R2 – Default Sort Order for Checks • Sort Checks by option will be found in the Payables Management setup • Sort options: Payment Number, Name, State‐City or Zip Code • Time‐saving feature
RG Connect 2013
13
10/27/2014
Distribution
RG Connect 2013
14
10/27/2014
GP 2013 R2 – Suggested Item Enhancements
• Sales script for each item • Analyze option to suggest quantities • New fields: Price, Qty Available, Site ID
GP 2013 R2 – Assign Item to multiple Sites
• Assign an Item to multiple Sites • Available from Site Maintenance
RG Connect 2013
15
10/27/2014
GP 2013 R2 – Prepayment Additions
Integrate with Analytical Accounting, Multi Dimensional Analysis, Cash Flow Management and Project Accounting • Show PO Number in Check Inquiry •
Business Portal Replacement Strategy Replace Business Portal with employee self service functionality within GP web client
Business Portal will not be released for GP 2015 Limited User Role Requisition Management Employee Self Service Project Time Project Expense
RG Connect 2013
Augmented by apps such as: Business Analyzer Procurement Time Management Others (tbd)
16
10/27/2014
GP 2013 R2 – Self Service Home Page • New Home Page Content Page • Quick & Simplified Navigation • Preview Important Information
GP 2013 R2 – Employee Self Service • Self‐Service User • Business Portal Time & Attendance Replacement • Allows Entering ‘Time on Behalf Of’ • Approval Workflow
RG Connect 2013
17
10/27/2014
GP 2013 R2 – Project Self Service
• Self Service Users • Project Time and Expense • Workflow
Microsoft Dynamics GP NOW & NEXT
RG Connect 2013
18
10/27/2014
Identity Management GP2015
Access GP Anywhere, Anytime
R2
Authentication Dialog friction removed for Web Client users. Maps Windows users to GP Web Client Users.
SQL Reports
Manage SQL Reports data permissions from GP
Additional Identities Login to Web Client using O365 identity
Workflow Additions GP2015 Full replacement of the existing GP Workflows 1. General Ledger Batch Approval 2. Employee Onboard Approval 3. Employee Personnel Approval 4. Vendor Approval 5. Payables Batch Approval 6. Receivables Batch Approval 7. Customer Credit Limit Override Approval 8. Sales Quote Approval 9. User Security Approval Additional Workflows
RG Connect 2013
19
10/27/2014
Feature Adds
Customer driven feature work continues
Load Balancing Enhancements Navigation to MR Split Shipping of Kits Asset Continuity Report Payroll Posting Account Setup EFT Enhancements Multiple PO Prepayments +30 more Customer Scenario Features
Microsoft Dynamics GP NOW & NEXT
RG Connect 2013
20
10/27/2014
Transformational Architecture Expands Partner and ISV capabilities • Build mobile and companion applications • Integrate to anything
CONNECT
Positions GP to run natively on Azure
AZURE
Paves the way to replace • Web Services/eConnect • Integration Manager
UNIFIED LOGIC
Microsoft Dynamics GP Roadmap 2012
2013 (H1)
2013 (H2)
2014 (H1)
2014 (H2)
2015
GP 2013
GP 2013 SP1
GP 2013 SP2
GP 2013 R2
GP 2015
GP “Next”
Web Client Functionality Management Tools Hosting Business Analyzer
RG Connect 2013
Web Client Wave Web Client Wave Functionality Releases Releases Workflow Functionality Functionality Companion Apps RapidStart GP App for GP App for BA Off Domain Office365+ Office365 On Azure
Functionality
Functionality and
Identity Management
Technology releases
2016+
every six months
Service Based Architecture
BA Update
21
10/27/2014
Evaluation
RG Connect 2014
Building Now For Your Future
The Resource Group Leaders Marty Schillaci, CEO Denise Schillaci, COO
