GP NOW What’s New from Release to GP2013 R2

GP NOW What’s New from Release to GP2013 R2

Agenda Web client and architectu re Microsoft Dynamics GP 2013 RTM features Microsoft Dynamics GP 2013 SP1/SP2 features Microsoft Dynamics GP 2013 R2 features Q and A

Microsoft Dynamics GP Roadmap 2012 GP 2013 Web Client Functionality Management Tools Hosting Business Analyzer 2013 (H1) GP 2013 SP1 2013 (H2) GP 2013 SP2 2014 (H1) 2015 GP 2013 R2 2014 (H2) GP 2015 GP “Next” Functionality Web Client Wave Releases Web Client Wave Releases Functionality BA Off Domain Office365 Companion Apps 2016 Functionality and Microsoft Dynamics GP Identity R2 is now Workflow every six months Functionality Functionality Management Identity available! RapidStart 2.0 Management GP App for On Azure BA Update Requisitions Workflow 2.0 Service Based Architecture Technology releases

Microsoft Dynamics GP Web client and

Microsoft Dynamics GP 2013 web client Microsoft Dynamics GP in a browser Works like you expect Look and feel is the same Phased release of modules Available where you are!

Phased release schedule All planned phases are released! Quality assured Fully supported Financials Distribution HR Payroll Financials Distribution Project Series HR Payroll Financials Distribution Field Service Project Series HR Payroll Financials Distribution Manufacturing Field Service Project Series HR Payroll Financials Distribution PHASE 1 - RTM PHASE 2 PHASE 3 PHASE 4 PHASE 5

Features Deployment Use on-premise or hosted Using a web browser connection Can replace terminal services implementations Secure Secure Recoverable Scalable Familiar All communication fully encrypted by https Features and functionality Familiar interface as the Desktop client Recovery of Session

Changes specific to web client Navigation Menus removed, Home Pages/Area Pages main areas for Navigation Window Ribbons Common across majority of windows Window Groups Tabs on certain main forms to group related windows Performance Comparable to Terminal Services

Named system database For use in hosted environment Allows multiple hosted companies in the same Microsoft SQL Server each with their own system database For use in on-premise environment A single Microsoft Dynamics GP customer may have several unrelated business entities. These can now have their own system databases Test environments Advantages Companies are kept entirely separate and don’t share any system data System data can now be entirely different from one company to another May reduce the number of SQL instances needed Performance

Named system database Sample architectures Microsoft Dynamics GP 2010 SQL Server 1 SQL Server 2 SQL Server 3 Microsoft Dynamics GP 2013 SQL Server Company A Company B Company A DYNAMICS DYNAMICS DYNAMICS TWO TWO TWO TWO01 TWO02 TWO03 COM A COM B COM C COM A COM B COM C DYN01 DYN02 DYN03

Named system database How it works System Database name set during install System Database name cannot be changed in Microsoft Dynamics GP Utilities Lesson Data Impact Lesson Database name defaults to TWO, then increments (i.e., TWO01, TWO02 ) Only create Lesson Users for TWO Database name Other areas impacted User accounts cannot be duplicated on a SQL Server Company database IDs cannot be duplicated on a SQL Server Naming databases will help determine the hierarchy when view in SQL Multi-company reports

Named system database Install and Microsoft Dynamics Utilities windows

Multi-tenant Targeted for Hosting Environment Host multiple (separate) tenants on a single instance of the application Features and Functionality Deployment of multi-tenant applications Configuration of the tenants Supported Applications Microsoft Dynamics GP Web Client Microsoft Dynamics GP Web Services Integration Manager

Microsoft Dynamics GP 2013 RTM features

Multi-tenant Database multi-tenancy (named system database) Application multi-tenancy Report deployment and retrieval for multi-tenant Multi-tenant applications - tenant service Multi-tenant Integration Manager Multi-tenant web service

System Home page changes Document attachment General Journal batch history Inactive users Select printer at time of Lesson users print Enhance the AltMod Support for Http:// report windows with a mark all destination and unmark all Print SSRS reports from functionality

Email enhancements 64-bit Outlook supported Email indicators on navigation lists Password protection on Word documents Word templates for Receivables Management (RM) Statements Email additional Word templates for Sales Order

Business intelligence Business Analyzer on the home page Printing SSRS reports from forms Excel report deployment to Office 365 Word templates for SOP back

General Ledger Journal Entry Inquiry for History Reconcile Bank Reconciliation Reconcile Inventory Year End Close options Currency Translation Average Exchange Rate calculation

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 Autogenerate Next Asset ID Intercompany Asset Transfer Fixed Assets Transactions Batches Post in Detail to General Ledger Analytical Accounting

Other financials eReconcile Add BAI format support Encumbrance management Integrate Encumbrance with GL Journal Entry Assign Multiple GL Budgets for Encumbrance validation Receipt Cost Difference Notification

Payables Management Void Check or credit card payment Returns applied credits Vendor’s Credit Card Invoice Enter EFT Settlement Date EFT Length and Delimitation Options Change non-1099 Vendor and transactions Document Attach Reprint Payables Checks and Remittance Forms Print 1096 Form Save default sort order for Vendor Lookups Edit 1099 Transactions Edit Payables Transactions: Remit to Address 1099 Information

Inventory Item Standard Cost adjustment post to GL Multi-Serial Number select Inactivate Item Inactivate a Site Inactivate an Item/Site combination Reason Codes for stock movements/adjustments Bin Transfer History Document Attach

Sales Order processing/manufacturing Additional Word templates for SOP Print Button on Pick List Shortage Inquiry (Manufacturing) Ship to Address has different Company Name Link Items for suggestions on Sales Consolidated invoicing Integrate AA with Copier Series Document Attach

Purchase Order processing Document Attach Tolerance Handling Track Serial Numbers for Drop Ship items Track Lot Numbers for Drop Ship items Prepayments on a PO Prevent PO close prior to Invoice Match

Payroll, PTO Manager, and Human Check Build Exception Report Requisition Navigation Lists Resources 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 Life Insurance enhancements Mandatory Arrears Templates Mandatory Arrears Tasks Deduction in Arrears Reporting Payroll Integration to Payables (PIP) Voucher Description PIP Document Numbers PIP Voucher Consolidation Advanced HR Warning Notice Advanced HR Delete History Records

DEMO Microsoft Dynamics GP 2013 RTM features

Microsoft Dynamics GP 2013 SP1 features

Web client modules and features Human Resources US Payroll Returns Management Contract Management Inventory Bill of Materials Excel Based Budgeting Field Level Security ADP Integration Autocomplete BA Navigation Lists

Microsoft Dynamics GP 2013 SP2 features

Web client modules Project Series Field Service Manufacturing ISV Extensibility Fixed Assets Enhancements Bank Activity Statements Payment Doc Management

What’s NOT in Microsoft Dynamics GP web client? Modules Invoicing Canadian Payroll Grant Management AFA Tools Integration Manager Report Writer Modifier/VBA MR Designer Forecaster

SP2 Features SmartList Designer SmartList UI Enhancements Document Attach 2.0 Email Attached Flow Attachments Attachment Status Web Client Keyboard Shortcuts Customer Combiner Customer Modifier Vendor Combiner Vendor Modifier

Financials and HR/Payroll Financials Void Payables Enhancements Reconcile Bank without Marking Transactions Checkbook ID on Payment Inquiry AA Finance Charge Assessment HR and Payroll Payroll Inquiry Check Date Sort Applicant E-mail Address

Microsoft Dynamics GP 2013 R2 features

Identity management Microsoft Dynamics Dynamics GP GP 2013 2013 R2 Microsoft What is it? Simplify web client logins Reduce identity maintenance between apps GP User: ON DOMAIN GP Login: Windows Auth GP Login: SQL Auth Support companion app and service-based architecture scenarios Exchange Login: Send Email GP Home Page GP Login: Company

Workflow Replace existing workflow Five workflow types Dex-based Email

Requisition Replace existing Req Management Order items and goods Combine requisitions to a single PO Requisition workflow

System Wide SmartList Designer 2.0 Create Go-To’s or use existing Navigation Take company offline Send messages Azure backups Reverse GL year end close Print and E-mail Print or E-mail any report with Word E-mail address assigned by document type Document attach 2.0 Integration with payables management Ole notes Scan and attach SSRS reports on transaction windows Ribbons on desktop

Form changes SSRS reports on transaction forms Enables SSRS report rendering from transaction windows Personalized SSRS reports based on your BI needs Ribbons in the desktop client Freshen desktop client UI Include ribbons on all forms

Financials Reverse Fiscal Year Default Asset ID from Asset Class Integration of Multicurrency Revaluation with AA Copy and Paste from Excel to GL Reprint Outstanding Transaction Report Default Sort Order for Payables Checks

Distribution Suggested Item Enhancements Assign Item to Multiple Sites PO Prepayment Enhancements SSRS Encumbrance Summary and Detail Reports

Business Portal replacement strategy Replace Business Portal with employee self-service functionality within Microsoft Dynamics GP web client Web client Apps Limited User Role Augmented by apps such as: Business Analyzer Procurement Time Management Requisition Management Employee Self-Service Project Time Project Expense Business Portal will not be released for Microsoft Dynamics GP 2015

Self-service home page New home page content page Quick and simplified navigation Preview important information

Employee self-service Self-service user Business Portal Time and Attendance Replacement Allows entering ‘Time on Behalf Of’ Approval Workflow

Project self-service Self-service users Project Time and Expense Workflow

DEMO Microsoft Dynamics GP 2013 R2 features

Microsoft Dynamics App Roadmap (H1 2014) NOV 2013 Business Analyzer R5 HTML 5/JS Azure support Service-based architecture Auto-selected role JAN 2014 MAR 2014 JUN 2014 Business Analyzer R6 Dynamics Workspace Business Analyzer WP8 Business Analyzer R7 Time Management Windows 8 Phone release Excel content support Submit Time Off Support for SSRS report content App for Office Excel Dashboards for Office 365 Off domain support Actionable BI Sample Mode available JUL 2014 Procurement View Time Off Balances MR content in Business Analyzer View Time Cards Submit/View Requisitions Inventory and non Inventory items support Cross-platform Cross-platform

Business Analyzer R6 Supports Excel content within the app Windows 8 design

Procuremen t Self-service user app Request items Windows 8 design Tightly integrate with Microsoft Dynamics GP

Time Manageme nt Self-service user app Enter time off Windows 8 design Cross-platform

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