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Transcript of Trinsoft.com THINK AHEAD. GET AHEAD. November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR...
trinsoft.com
TH
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Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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AGENDA
• Dynamics GP Roadmap• Support Lifecycle• BI and Reporting Tools• Management Reporter 2012 Highlights• What’s New in GP 2013 w/ System
Requirements• GP 2013 Beta Preview• Resources
Novem
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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ROADMAP
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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SUPPORT LIFECYCLE
Product General Availability
Exit data from mainstream support
Microsoft Dynamics GP 10
08/04/2007 10/09/2012
Microsoft Dynamics GP 2010
06/15/2010 10/13/2015
Microsoft Dynamics GP 2013
Q4 2012 Five years after general availability
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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BI AND REPORTING TOOLS
Business Analyzer SmartLists and SmartList Builder Excel Reports and Excel Report Builder SQL Server Reporting Services (SSRS)
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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BUSINESS ANALYZER
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, 2012
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SMARTLISTS AND SMARTLIST BUILDER
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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EXCEL REPORTS AND EXCEL REPORT BUILDER
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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SSRS
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
DYNAMIC
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WEB CLIENT
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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GP 2013 – SYSTEM REQUIREMENTS
Client Workstations Windows 7 Professional or Ultimate or Vista SP 2 or
later– 32-bit or 64-bit Office 2010 IE 8 or 9 Adobe X 2 GB RAM
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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GP 2013 – SYSTEM REQUIREMENTS
Server (supports 32-bit and 64-bit)
Microsoft SQL Server 2012 or 2008 SP 1 or later Windows Server 2008 SP 2 or later SQL Server Reporting Services 2012 or 2008 SP 1 or
later 8 GB RAM
Terminal Server Windows Server 2008 SP 2 or later 4 GB RAM
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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GP 2013 – SYSTEM REQUIREMENTS
No longer supported Windows XP all editions Windows Server 2003 IE 7 Office 2007 SQL Server 2005 SharePoint Services 3.0 Office SharePoint Server 2007 Office Communicator 2007
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 - SYSTEM
Home Page Changes General Journal Batch History Select Printer at time of Print Support for http:// in Report Destination form Ability to Print SSRS Reports from forms Excel Export Using Open XML Enhance the AltMod windows with a mark all/unmark
all functionality
Novem
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – EMAIL ENHANCEMENTS 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
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – GENERAL LEDGER Journal Entry Inquiry for History Reconcile Bank Reconciliation Reconcile Inventory Year End Close options Currency Translation Average Exchange Rate calculation
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – FIXED ASSETS 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
Novem
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – FIXED ASSETS 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
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – PAYABLES
Void of Check returns applied credit documents
Vendor’s Credit Card Invoice automatically voided when credit card payment voided
Settlement Date added for EFT payment
EFT Length and Delimitation Options
Edit Payables Transactions: Remit to Address 1099 Information
PM Reprint Checks and Remit Forms
Added a 1096 Form
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – RECEIVABLES
Ability to rename the User Defined fields on the Customer Address
Multi-Currency apply in Cash Entry Ability to Email RM Statements using Word Templates Ability to save the default sort order for Customer (and Vendor) Lookups
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – INVENTORY
Item Standard Cost adjustment post to GL Multi-Serial Number select Inactivate a Site and Item Site Reason Codes for stock movements/adjustments Inactive Item Bin Transfer History
Novem
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – SOP/MFG
Additional Word Templates for SOP Print Button on Pick List Shortage Inquiry (Mfg) Ship to Address has different Company Name Relate / Link Items for suggestions on Sales Consolidated Invoicing
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – PURCHASE ORDER Document Attach Tolerance Handling Track Serial Numbers for Drop Ship items Allow prepayments on a PO Prevent PO close prior to Invoice Match
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – FIELD SERVICE Add Field Service Allocations to Item Allocation Inquiry
Window Update Back Order Quantity in Item Maintenance RMA Entry - Update Contact & Address ID Consolidate Revenue Recognition Item Description from RMA Credit Multi-User check in RMA Entry Equipment Super Session Hotline Update RMA Return Quantity and Type
Novem
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – FIELD SERVICE Ship to Address Integration to SOP Cross Ship RMA consolidation Honor Discontinued Item Status Auto Populate Customer ID Add a Contract Number search in Revenue recognition
window Allow contract line to be moved to another contract
even if on an open service call Option to have an equipment card created when
manufacturing receives a serialized item into inventory
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ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – PAYROLL
Check Build Exception Report
Stop Duplicate Checks
Pay Code History Edits
Pay Code, Deduction and Benefit Modifier
FICA and TSA Deductions
Human Resource Calendar
Negative Carryover
PTO Detail and History
PTO Manual Checks
Year End PTO
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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WHAT’S NEW IN GP 2013 – HUMAN RESOURCES Life Insurance Enhancements Requisition Navigation Lists Mandatory Arrears Template and Reminders Deduction in Arrears Reporting Voucher Description, Document Numbers and
Consolidation for Payroll Integration to Payables Advanced HR new warning Notice and ability to delete
History Records Customer Fields for Advanced HR
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
MANAGEMENT REPO
RTER
2012
HI G
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MANAGEMENT REPORTER 2012 HIGHLIGHTS Attach comments to important rows in a report version
Copy comments from one version of a report to another
Quickly create a chart based upon selected report rows and columns
Collaborate on a report by providing a link to current report and selected row when launching instant messenger client from within a report
Easily page within a report
Jump to key areas of report for fast analysis
Locate key features in Report Viewer with enhanced toolbar
Find a key value in a report, such as account value or description
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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MANAGEMENT REPORTER 2012 HIGHLIGHTS Personalized and secured view of data for all output types
More secured report output options
Publish to a read-only (.xps) report format
Publish a personalized Microsoft® Excel® (.xlsx) file
More report distribution flexibility
Schedule reports to generate on a periodic basis
Publish reports to multiple Microsoft® SharePoint® or any network location
E-mail reports via SharePoint alerts
E-mail a link to a report from within Report Viewer
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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MANAGEMENT REPORTER 2012 HIGHLIGHTS Quickly identify accounts/dimensions that have been
omitted from report building blocks
Control how account descriptions are formatted
Easily save and reuse dimension combinations when designing reports
Format headers for rolling forecasts
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
C U S T O M E R C O N F E R E N C E 2 0 1 2 – M O V E YO U R B U S I N ES S F O RWA R D .Nov
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C U S T O M E R C O N F E R E N C E 2 0 1 2 – M O V E YO U R B U S I N ES S F O RWA R D .Nov
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DYNAMIC
S GP
2013
PREVIE
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T A
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, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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RESOURCES
TrinSoft Website – www.trinsoft.com
TrinSoft Blog - http://www.trinsoft.com/Resources/Blog/tabid/322/Default.aspx
TrinSoft eNews - http://www.trinsoft.com/Resources/eNews/tabid/393/Default.aspx
TrinSoft Dynamics Tips - http://www.trinsoft.com/Resources/DynamicsTips/tabid/448/Default.aspx
TrinSoft on LinkedIn - http://www.linkedin.com/company/trinsoft-llc?trk=hb_tab_compy_id_126535
Novem
ber 7
, 2012
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .
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RESOURCES
Microsoft Dynamics Communit y - http://www.microsoft.com/dynamics/customer/en-US/community.aspx
Microsoft Dynamics CustomerSource - http://www.microsoft.com/dynamics/customer/en-us/access-customersource/default.aspx
Dynamics GP User Group (GPUG) - http://www.gpug.com/
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We appreciate YOUand your continued support!
C U S T O M E R C O N F E R E N C E 2 0 1 2 –M O V E YO U R B U S I N E S S FORWARD .