WHAT’S NEW INGP2010

Amber J. Bell

Training and Implementation Specialist

CAL Business Solutions Inc.

Microsoft Dynamics GP Partner

860.485.0910 ext. 3112

amberb@calszone.com

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: support@calszone.com Online: www.calszone.com