2015 Client Conference
2015
Client
Conference
Microsoft Dynamics GP: What's
New Plus Tips and Tricks
2015 Client Conference
Katja Brinck
Senior Consultant, Microsoft Dynamics GP, Armanino
Katja has over 12 years of financial consulting experience, ranging from ERP technical implementations to application support on Microsoft Dynamics GP. Throughout her career, she has developed expertise in solution design, application build, reporting, integrations, user testing/training, and
documentation. Katja is certified in GP Installation and Configuration, GP Financials, GP Inventory and Order Processing, and FRx.
2015 Client Conference
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Discover what’s new in Microsoft Dynamics GP 2015•
Describe the system-wide enhancements and benefits of GP 20152015 Client Conference
2015
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Microsoft Dynamics GP Roadmap
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Highlights
include:
Combined General Ledger Inquiry Window
Intercompany Journal Entry Inquiry Window
Payment terms calculations and preview
Automatically post cash receipt deposits
Payables warning when open Purchase Order or unposted receiving document
Purchasing all-in-one document view
Automatically display debits before credits2015 Client Conference
Combined GL Inquiry Window
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View open andhistorical years in a single inquiry window
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Any GoTo’s or2015 Client Conference
Intercompany Journal Entry Inquiry
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Payment Terms Options in GP 2015
Calculate due date based on•
Net Days•
Date•
EOM•
None•
Next Month•
Months•
Month/Day•
Annual2015 Client Conference
Automatically Post Cash Receipt Deposits
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Enable option to have cash receipts automatically update checkbook balance•
When cash receipt is posted in Accounts Receivable, this2015 Client Conference
Copy User Settings - Copy more than just security!
Copy User Settings•
Security•
Home Page Role•
Home Page Content2015 Client Conference
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Self-Service User
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Limits the navigation and functionality to essential tasks the self service user will need2015 Client Conference
Bonus Enhancements
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Void intercompany transactions•
Fixed Assets Year End Close Report2015 Client Conference
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Workflow Types
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Dynamics GP 2013 R2o Purchase Order Approval
o Purchase Requisition Approval o Payroll Timecard Approval o Project Timesheet Approval
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Dynamics GP 2015o General Ledger Batch Approval o Receivables Batch Approval o Payables Batch Approval o Vendor Approval
o Employee Profile Approval o Employee Skills Approval o Direct Deposit Approval o W4 Approval
o Project Expense Report Approval o Payables Transaction Approval (R2) o Smartlist Designer View Approval (R2)
Workflow
Task
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Workflow Document Attachment (R2)
Available for the following2015 Client Conference
Payables Transaction Workflow Example
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Gray bar displays status of document2015 Client Conference
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Identity Management in GP 2015
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Authentication with Microsoft Azure Active Directory2015 Client Conference
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1099 – Update 1099 Utility•
Professional Services Tools Library (PSTL)o Combiner/modifier for GL accounts, customers, vendors
o Master triggers – replicate accounts, customers, vendors across databases o Doc Date Verify – prevents entry into undefined fiscal year, such as 2051
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GP Power Tools, formerly known as the Support Debugging Toolo Color-coding company o Security profiler
o Resource information
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Combine duplicate master records•
Modify master IDs•
Map records manually or import file2015 Client Conference
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Accounts•
Vendors•
Customers2015 Client Conference
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GP Power Tools - Color-Code Your Companies/Servers
Production – default gray
Test - yellow
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Easily identify which users and/or security roles have access to a specific window•
Start by launching Security Profiler2015 Client Conference
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Next open the GP window you would like to review security for•
Return to the Security Profiler window, and click the Security button to review security information2015 Client Conference
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Security task(s) that contain access to the selected window•
Security role(s) that each task is assigned to•
Right-hand pane will display the users with accessGP Power Tools – Security Profiler
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GP Power Tools– Resource Information
For help with reporting or understanding data,
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What
2015 Client Conference
•
Dynamics Community: community.dynamics.com•
For more info on the GP Power Tools, check out the blog of David Musgrave from Winthrop Development Consultants: winthropdc.wordpress.comTo learn more about upgrading to GP 2015,
2015 Client Conference
