Accelerate Your Opportunity Release 9.0 Microsoft Dynamics GP 9.0.

Accelerate Your Opportunity

Release 9.0

Microsoft Dynamics GP 9.0

Release 9.0

Manufacturing Manufacturing BOM position numbers

Allows for multiple instances of an item on a BOMAbility to specify the order that items appear on the BOM

Ability to add a component in Quick MO and Component Transaction Entry, which also adds it to the pick list

When adding the item in MO Receipt, choose to add it to a pick list and prevent a variance

Add ability to auto-select all lot/serial numbers for components when enter a MO Receipt MO Receipt: Have the possibility to "Use all material in WIP“ and “Use all remaining setup costs”System preference to require serial/lot linkingReplace Mfg Job Maintenance Window

Borland database engine no longer usedAbility to link to posted transactionsAbility to enter and link costs not associated with a transaction

Cross-series features Role-based home pages20+ task-oriented home pages, based upon business rolesSetupAutomate client install for new deploymentsAuto upgradeIntegrate all dictionaries into consistent installSetup checklistsReportingMy Report FavoritesReports ListsSQL Reporting Services as a reporting writing alternativeReport Writer UsabilitySystemCalendar on Date fielsUse Letter Wizard to send to group of people selected with SmartListsStreamlined batch (on-the-fly) creation Line item usability features Updated Batch StatusesVoid Reason CodesDocked helpIntegrationBusiness Contact Manager Integration with Microsoft Dynamics GPWeb Services for Microsoft Dynamics GPTechnologyPassword PoliciesScheduled Backups

HR/Payroll and Project HR/PayrollBetter Attendance Integration across HR, Payroll and HRM Self ServiceHRMSSAllow managers or other roles to enter timecards on behalf of their employees Project AccountingSingle Purchase Order functionalityMulticurrency BillingTransaction Adjustment for PAEnable PA in core returns transactionPA Navigation List EnhancementsPA Post Date Option and ReportBusiness PortalProcess to PA From Business PortalProject center, entities, and pages

FinancialsFinancialsCreate Miscellaneous Checks in Bank ReconciliationVoided Checks visible during reconciliation until the Void Date Automatically print outstanding transaction report during reconciliationIntegrate Collection Tasks to RemindersAdditional selection criteria within collections management to query for invoices with a partial payment or invoices with no payments appliedProduce Collections Management Collection letters in Microsoft WordDefine labels for user-defined fields in GLAuto populate GL account description based on segment descriptionsAbility to track remit-to address on payables voucher to issue a separate check per addressEdit Payables Check Batch – ability to edit a batch of payables checks at one time. Add vendors and/ or vouchers to the selected check batchExpand International Address Fields for existing address fieldsNFPIntegrate AA Budgets to Encumbrance Management – encumber funds against a summary level budget vs detail GL accountSurplus budget transfer – transfer unused budget amounts from one year to the nextEncumbrance PO inquiry – new inquiry to see all the transactions that have affected the encumbrance balance for a PO

Field Service Equipment Inquiry –new window to view all equipmentHonor "Selling Discontinued Items" in Service and Depot ManagementMapPoint integrationService Call Management

Consolidate Service Call Invoice and Credit – create one document if togetherInsert Row in Service Call Entry

Contract ManagementAuto-Renewal contracts –automatically renew the contract upon expiration for a given period of timeEvergreen Contracts – enter contracts that never expire. Users end the contract manually if requested by the customerContract Transfer Audit – track contracts that are transferred to a new contract

RMAMultiple Lines on RTV – allow for multiple lines on a single RTV documentHistory Table Support – track the history of returnsPO Receipt number visible on RTV DocumentCompleted’ RMA ReportVoid RMA and RTV documents that have had inventory received against themReprinting of Packing Slips RMA Order document support for Fulfillment/Invoice documents

Distribution Stock Counts

Create a reminder for coming due stock counts Optional ‘task’ creation when an item is short picked

Inbound LogisticsBin Override at Receiving – override the bin youare receiving into at the time of receiving versus having to accept default and bin transfersAvailable Bin – Enable looking up bins that are able to accept items

Historical tables for Standard and Average costs for better visibility into past costs on itemsPOP Simplicity – Simplify the process of navigating from a PO to receive against it by adding actions to the PO listsInventory Usage and Costing EnhancementsLimit Order Lookup by order type – view only orders that are the order type your working with in the lookup windows

Business Portal AdminExtranet deploymentCopy a BP roleMass Import of UsersManage Data Permissions in BP Admin Console -- Reverse Lookup of QueriesSite Settings enhancements and UX RefreshSupport for Visual Studio 8.0/.NET Framework 2.0Support for SQL Server 2005Support for Windows Server 2003Support for WSS v2 SP2 Additional customer data access policiesPortal pagesExecutive CenterHome Page for external usersMfg entities, pages and centerFixed Assets entitiesBudget and GL Trx read-access pagesAccount Detail entityeOrderIntegrate eOrder into Business Portal Reports CatalogAdd Manufacturing to Reports CatalogElectronic Document DeliverySupport for Sales Orders in EDDChange Notification Option in Document QueueAbility to change the document template from the delivery queueKPIsSample KPIsRequisition ManagementeCommitments added to Req MgmtPopulate “Buyer ID” in Microsoft Dynamics GP with user that created purchase orderPurchase request attachmentsHRMSSAllow managers or other roles to enter timecards on behalf of their employees ProjectProcess to PA From Business PortalProject center, entities, and pages

170 Enhancements

Release 9.0

Empower your Employees

Role Based Home PagesManufacturing Orders Information PageProject CenterExecutive Center in Business Portal

Release 9.0

Deepen Business Insight

Report ListsBusiness Portal Executive CenterMy ReportsSample KPIsSQL Reporting Services Integration

Release 9.0

Connect people, information and processes

Extranet Support for Business PortalOrder Entry in Business PortalMicrosoft Dynamics GP Community SiteImproved integration with Microsoft CRM 3.0

Release 9.0

Adapt your solution to meet your business model and processes

Extend Microsoft Dynamics GP 9.0 with .NET applications and Web Services. Developer Toolkit .NET adapters for

eConnect Over 160 Web Service

access points in 20 key areas to customize and extend Microsoft Dynamics GP and provide deeper integration.

Release 9.0

Work with fundamentals that drive best ROI

Field Service - Contract Administration Auto-RenewalsBank Reconciliation - Miscellaneous ChecksPayables - Check Batch ProcessingOne Purchase Order for Project and Non-Project TransactionsPlus hundreds more

Release 9.0

Mass DeploymentAuto UpgradeSetup ChecklistsCopy a Business Portal RoleMass Import of Users

in Business Portal

Work with fundamentals that drive best ROI


Release 9.0

Work with fundamentals that drive lower TCO

Mass DeploymentAuto UpgradeSetup Checklists

Release 9.0

Installation Changes

Windows Installer Scripted Installation (Silent installation)Administrative Installation Custom Installation Package WizardPull/Push Deployment

Release 9.0

Windows Installer

Release 9.0

Setup Checklists - OverviewProvide checklists that will leverage the current GP setup windows, but add a structure to them, providing suggested order for completing the steps, as well as showing setup progress An option to only includes modules that are registered Lists them in the best order to complete them Lists all of the setup windows, including master records Assigns a priority to the setup options: recommended, or

optional Shows progress of the setup Allows pieces or areas of the setup to be assigned to a

user Displays the existing window and field help in a separate

pane Informs of related setup areas Provides a report showing setup progress


Release 9.0

Empowered Users

Role-based Home PagesSmartLists integrated with Letter Wizard

Release 9.0

Roles available in GP 9.01. Accounting Manager

(Phyllis)2. Warehouse Manager3. Production Manager4. Payroll Administrator

(Penny)5. Shipping and Receiving

(Sammy)6. Human Resources

Manager (Heather)7. Accounts Receivable

Administrator (Arnie)8. Accounts Payable

Coordinator (April)9. Order Processor (Lisa)10. Purchasing Agent (Alicia)11. Bookkeeper

12. Production Planner (Inga)13. IT Operations Manager

• “sa” user14. Credit & Collections

Manager (Connie)15. Shop Supervisor16. Customer Service Rep17. Accountant18. Purchasing Manager19. Operations Manager

(Vince)20. Materials Manager21. Dispatcher


Release 9.0

Insightful

Analysis CubesBusiness Portal – Sample KPIsBusiness Portal – Executive Center

Release 9.0

List of Sample KPI’sMain KPI’s Sub KPI’sGross Profit Margin Gross Profit, Total SalesGross Profit Total Sales, Cost of Goods Sold

(COGS)Receivables Turnover Total Sales, Receivables Payables Turnover COGS, Payables Budget Variance Budgeted Expenses, Actual

Expenses Sales Growth Total Sales Inventory Turnover COGS, Inventory Value Employee Work Center Loading

Employee Scheduled and Available Time

Machine Work Center Loading

Machine Scheduled and Available Time

Expense Account Transactions

Debit and Credit Transactions

Release 9.0

Report ListsReport List added to navigation listsList will contain Microsoft Dynamics GP Report Writer reports SmartLists SQL Reporting Services reports

Reports list accessible via menu navigation or using navigation paneIncludes options to restrict, find, and perform multiple actions for reports in the list


Release 9.0

9.0 Financial Enhancements

Release 9.0

Financials and NFP featuresFinancials Enhanced Edit Payables Check

Batch Enter a miscellaneous check in

Bank Reconciliation Show voided payments in Bank

Reconciliation until void date Automatically print outstanding

transaction report during reconciliation

Integrate Collection Tasks to Reminders

Ability to query on unpaid invoices in Collections

Ability to create custom collection letters in Microsoft Word

Ability to define labels for the user-defined fields in GL

Auto populate GL account description based on segment descriptions

Ability to enter Remit to Address on PM trx entry and PO Invoice match

NFP and Analytical Accounting Encumbrance PO Inquiry Encumbrance Audit report

enhancements Encumbrance Detail Inquiry

enhancements Transfer Encumbrance and

Appropriated Budgets at year end

Integrate PO Approvals to Encumbrance Management

Analysis button in all the Distributions windows in core transaction entry forms

Ability to enter AA dimension codes during PO entry


Release 9.0

Business Portal Manufacturing Center

Release 9.0

Manufacturing Center Features1 new Manufacturing

Center and 4 new information pages that display read-only manufacturing data: Manufacturing Center

− Manufacturing Orders− Manufacturing Order Status

(Dispatch List)− Materials− Work Centers− Reports− Queries

2 new roles: Production Manager “Tony” Operations Manager “Vince”

8 new entities: Manufacturing Order Manufacturing Order

Variance MRP Item MRP Site MRP Quantity Work Center Work Center Setup Work Center Loading


Release 9.0

9.0 Project Enhancements

Release 9.0

Purchase Order Merge

One of the most requested features from customers and salesFor 9.0, we will project-enable POP in Dynamics GPOverall goal is to provide Project Accounting users with a more integrated solution for creating and processing purchasing transactions


Release 9.0

Business Portal Extranet Deployment

Release 9.0

Key BenefitsAbility to deploy BP in common extranet topologies Provide guidance on setting up a perimeter

network

Ability for companies to extend access to remote employees (all apps supported)Ability for partners and customers to build secure customer-facing pages (customers only see their data)Ability for companies to present an alternate home page for their external users, allowing them to have separate news/announcements for employees and customers


Release 9.0

Business Portal Order Management

Release 9.0

Order Management FeaturesSalesperson pages integrated into existing BP Sales Center, Customer pages make up a new Orders CenterCustomer-facing features Ability to create orders Review current orders Change shipping address

Salesperson-facing features Ability to create orders on behalf of

customers Review current orders Add customers

Release 9.0

Customer Orders PageOrder Center

Existing OrderDocument

Detail

Item Category

Item

Add toShopping Cart

Order


Release 9.0

Adaptive Processes

Release 9.0

Installed with Developer Toolkit

Release 9.0

Microsoft Dynamics Microsoft Dynamics GP CommitmentGP Commitment

Release 9.0

Release 7.5

Release 9.0

Release 8.0

Release 9.0

Release 9.0

Release 9.0

Release 10.0

Accelerate Your Opportunity Release 9.0 Microsoft Dynamics GP 9.0.

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