WHAT’S NEW INGP2010
Amber J. Bell
Training and Implementation Specialist
CAL Business Solutions Inc.
Microsoft Dynamics GP Partner
860.485.0910 ext. 3112
Welcome to CAL’s What’s New in GP 2010
Event!!
What’s New In:
Financials: Budget TransactionsConsolidate Multiple BudgetsReporting Ledger Functionality (Works with IFRS)Clear Amounts in GL Recurring Batches
ReceivablesRecurring Cash ReceiptsNegative Cash ReceiptsEmailing of AR and SOP DocumentsAbility to Format and Change Forms in MS Word
Receivables ManagementE-mail Receivables Documents (not statements)Updates to RM EFTRecurring Cash Receipt BatchesLockbox EnhancementNegative Cash Receipt
Payables ManagementE-mail Vendor RemittancesSelect Checks Enhancements
○ Additional Restrictions Functionality○ Restrict Invoices by Expired Discount Date
Vendor Workflow
Continued
Continued
SystemCustomizable Metrics using SQL Reporting
ServicesVisible “Cues” for RemindersIntegration with Office CommunicatorBetter Integrations with CRM and CRM OnlineCustomizable Navigation ListsE-mail DocumentsVendor Workflow
Continued
Analytical AccountingSecurity for user creating dimension code on the flyIntegration with US Payroll
Not For ProfitControl Account Management for ReceivablesEncumbrance Options for Workflow/PO Approvals
Microsoft Dynamics GP 2010Financial Features
General LedgerBudget TransactionsConsolidate Multiple BudgetsReporting Ledger Functionality (works with IRFS)Clear Amounts in GL Recurring Batches
Reporting LedgersIFRS
Compliant Data
Local Compliant
Data
Transactions Unchanged by Ledger BASE
IFRS LOCAL
GL Budgeting
Budget 2010
Marketing Development Service
Budget 2010
Marketing Development Service
Export Budget to Excel Combine Budgets Budget Transactions
Demo
Receivables Management Recurring Cash Receipts Batch Negative Cash Receipts
Post
Cash Receipt
Receivables Management EFTUse EFT File FormatReceivables EFT Setup OptionsCombine multiple EFT payments into single EFT file
Demo
Payables Management Vendor Workflow
Approve Vendor
E-mail Payables Remittances
Payables Select Checks
Demo
Collections Management
E-mail EnhancementsReply to AddressUse e-mail address on customer
Collection Letters by Address ID
Display Unposted Cash on Collection Main
Continued
Collections ManagementDisplay Unposted Cash on Collections MainDisplay Collections Reminders on Home PagePrint Collections Letters by Address IDCollections Note Display on Navigation ListsReply to E-mail Address OptionUse E-mail Address from Customer Address IDCollections Go-To Options in RM/SOP SmartListsOpen Note or Create New from Inquiries
Demo
Report Templates and Emailing
Report Templates Feature OverviewPrinting TemplatesTemplate Modification & AssignmentConfiguring Templates
EmailFeature OverviewCustomer/Vendor ConfigurationSending Documents in E-mail
Q & A
Dynamics GP Report Templates
Report Templates Overview
Integration with Microsoft Office Word Over 20 templates enabled upon install of
Microsoft Dynamics GP 2010 Create/Modify in Microsoft Office Word
New Microsoft Dynamics GP Add-in for Microsoft Office Word
Support multiple templates for each Report Writer report
Supports modified/alternate reports Report destination enhancements
Support for .docx, .xml, and .html file types
Templates Available in GP 2010
Customer facing documentsSOP QuoteSOP OrderSOP InvoiceSOP Fulfillment OrdersSOP Packing SlipsReceivables TransactionsCustomer Statements
Templates Available in GP 2010
Vendor facing documentsPurchase OrdersPayables TransactionsCheck Remittance
Templates Simplify Reporting
Company 2
Company 3
Company 1
Print Invoice with Company 1
Logo
Print Invoice with Company 2
Logo
Print Invoice with Company 3
Logo
Modified Report 1
Modified Report 2
Modified Report 3
Report 1
Demo
Dynamics GP E-mail Documents
E-mail Features
Embed/Attach OptionsMultiple Attachments.XPS, .PDF, .DOCX, .HTML
Multiple Addresses Historical Record of E-mail Pre-defined Message Templates Direct Replies to a Specific Address
What are We Sending?
Leverages Word Forms Feature Documents to Send
Quote, Order, Fulfillment Order, InvoicesReceivables TransactionsPurchase Orders Vendor Remittances
Supports .PDF, .XPS, and .DOCX Supports HTML Embedding of Document
Where are We Sending From?
Send from the Following Areas:Transaction EntryDocument Print Options Transaction Inquiry Zoom Print Sales Docs/Print Purchasing Docs ListsRemittances
System Requirements Microsoft Dynamics GP2010 Microsoft Office Word 2007
Send XPS and PDF No Microsoft Office Word requirement if…
Send .DOCXViewing a file in Word
Demo
System Changes
Customizable Metrics using SQL Reporting Services
Visible “Cues” for Reminders Integration with Office Communicator Better Integrations with CRM and CRM Online Customizable Navigation Lists E-mail Documents Vendor Workflow
Upgrades and UpdatesVendor RelationshipRoleTailored Usability Platform IntegrationCustomer Satisfaction
Maximize Your Value
Regulatory ComplianceTax UpdatesProtect List PriceTransition InvestmentSupport Lifecycle 5+5 years
ProtectYour
Investment
Unlimited Training24x7 Self-Help SupportUpgrade Service CenterKnowledgebaseCommunities
Increase Your
Productivity
Business Ready Enhancement PlanFor Microsoft Dynamics
How to Contact CAL Central Support Desk
Call: (860) 485-0910 ext. 4 Email: [email protected] Online: www.calszone.com
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