Accelerate Your Opportunity Release 9.0 Microsoft Dynamics GP 9.0.
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Transcript of Accelerate Your Opportunity Release 9.0 Microsoft Dynamics GP 9.0.
Accelerate Your Opportunity
Release 9.0
Microsoft Dynamics GP 9.0
Release 9.0
Manufacturing Manufacturing BOM position numbers
Allows for multiple instances of an item on a BOMAbility to specify the order that items appear on the BOM
Ability to add a component in Quick MO and Component Transaction Entry, which also adds it to the pick list
When adding the item in MO Receipt, choose to add it to a pick list and prevent a variance
Add ability to auto-select all lot/serial numbers for components when enter a MO Receipt MO Receipt: Have the possibility to "Use all material in WIP“ and “Use all remaining setup costs”System preference to require serial/lot linkingReplace Mfg Job Maintenance Window
Borland database engine no longer usedAbility to link to posted transactionsAbility to enter and link costs not associated with a transaction
Cross-series features Role-based home pages20+ task-oriented home pages, based upon business rolesSetupAutomate client install for new deploymentsAuto upgradeIntegrate all dictionaries into consistent installSetup checklistsReportingMy Report FavoritesReports ListsSQL Reporting Services as a reporting writing alternativeReport Writer UsabilitySystemCalendar on Date fielsUse Letter Wizard to send to group of people selected with SmartListsStreamlined batch (on-the-fly) creation Line item usability features Updated Batch StatusesVoid Reason CodesDocked helpIntegrationBusiness Contact Manager Integration with Microsoft Dynamics GPWeb Services for Microsoft Dynamics GPTechnologyPassword PoliciesScheduled Backups
HR/Payroll and Project HR/PayrollBetter Attendance Integration across HR, Payroll and HRM Self ServiceHRMSSAllow managers or other roles to enter timecards on behalf of their employees Project AccountingSingle Purchase Order functionalityMulticurrency BillingTransaction Adjustment for PAEnable PA in core returns transactionPA Navigation List EnhancementsPA Post Date Option and ReportBusiness PortalProcess to PA From Business PortalProject center, entities, and pages
FinancialsFinancialsCreate Miscellaneous Checks in Bank ReconciliationVoided Checks visible during reconciliation until the Void Date Automatically print outstanding transaction report during reconciliationIntegrate Collection Tasks to RemindersAdditional selection criteria within collections management to query for invoices with a partial payment or invoices with no payments appliedProduce Collections Management Collection letters in Microsoft WordDefine labels for user-defined fields in GLAuto populate GL account description based on segment descriptionsAbility to track remit-to address on payables voucher to issue a separate check per addressEdit Payables Check Batch – ability to edit a batch of payables checks at one time. Add vendors and/ or vouchers to the selected check batchExpand International Address Fields for existing address fieldsNFPIntegrate AA Budgets to Encumbrance Management – encumber funds against a summary level budget vs detail GL accountSurplus budget transfer – transfer unused budget amounts from one year to the nextEncumbrance PO inquiry – new inquiry to see all the transactions that have affected the encumbrance balance for a PO
Field Service Equipment Inquiry –new window to view all equipmentHonor "Selling Discontinued Items" in Service and Depot ManagementMapPoint integrationService Call Management
Consolidate Service Call Invoice and Credit – create one document if togetherInsert Row in Service Call Entry
Contract ManagementAuto-Renewal contracts –automatically renew the contract upon expiration for a given period of timeEvergreen Contracts – enter contracts that never expire. Users end the contract manually if requested by the customerContract Transfer Audit – track contracts that are transferred to a new contract
RMAMultiple Lines on RTV – allow for multiple lines on a single RTV documentHistory Table Support – track the history of returnsPO Receipt number visible on RTV DocumentCompleted’ RMA ReportVoid RMA and RTV documents that have had inventory received against themReprinting of Packing Slips RMA Order document support for Fulfillment/Invoice documents
Distribution Stock Counts
Create a reminder for coming due stock counts Optional ‘task’ creation when an item is short picked
Inbound LogisticsBin Override at Receiving – override the bin youare receiving into at the time of receiving versus having to accept default and bin transfersAvailable Bin – Enable looking up bins that are able to accept items
Historical tables for Standard and Average costs for better visibility into past costs on itemsPOP Simplicity – Simplify the process of navigating from a PO to receive against it by adding actions to the PO listsInventory Usage and Costing EnhancementsLimit Order Lookup by order type – view only orders that are the order type your working with in the lookup windows
Business Portal AdminExtranet deploymentCopy a BP roleMass Import of UsersManage Data Permissions in BP Admin Console -- Reverse Lookup of QueriesSite Settings enhancements and UX RefreshSupport for Visual Studio 8.0/.NET Framework 2.0Support for SQL Server 2005Support for Windows Server 2003Support for WSS v2 SP2 Additional customer data access policiesPortal pagesExecutive CenterHome Page for external usersMfg entities, pages and centerFixed Assets entitiesBudget and GL Trx read-access pagesAccount Detail entityeOrderIntegrate eOrder into Business Portal Reports CatalogAdd Manufacturing to Reports CatalogElectronic Document DeliverySupport for Sales Orders in EDDChange Notification Option in Document QueueAbility to change the document template from the delivery queueKPIsSample KPIsRequisition ManagementeCommitments added to Req MgmtPopulate “Buyer ID” in Microsoft Dynamics GP with user that created purchase orderPurchase request attachmentsHRMSSAllow managers or other roles to enter timecards on behalf of their employees ProjectProcess to PA From Business PortalProject center, entities, and pages
170 Enhancements
Release 9.0
Empower your Employees
Role Based Home PagesManufacturing Orders Information PageProject CenterExecutive Center in Business Portal
Release 9.0
Deepen Business Insight
Report ListsBusiness Portal Executive CenterMy ReportsSample KPIsSQL Reporting Services Integration
Release 9.0
Connect people, information and processes
Extranet Support for Business PortalOrder Entry in Business PortalMicrosoft Dynamics GP Community SiteImproved integration with Microsoft CRM 3.0
Release 9.0
Adapt your solution to meet your business model and processes
Extend Microsoft Dynamics GP 9.0 with .NET applications and Web Services. Developer Toolkit .NET adapters for
eConnect Over 160 Web Service
access points in 20 key areas to customize and extend Microsoft Dynamics GP and provide deeper integration.
Release 9.0
Work with fundamentals that drive best ROI
Field Service - Contract Administration Auto-RenewalsBank Reconciliation - Miscellaneous ChecksPayables - Check Batch ProcessingOne Purchase Order for Project and Non-Project TransactionsPlus hundreds more
Release 9.0
Mass DeploymentAuto UpgradeSetup ChecklistsCopy a Business Portal RoleMass Import of Users
in Business Portal
Work with fundamentals that drive best ROI
Accelerate Your Opportunity
Release 9.0
Work with fundamentals that drive lower TCO
Mass DeploymentAuto UpgradeSetup Checklists
Release 9.0
Installation Changes
Windows Installer Scripted Installation (Silent installation)Administrative Installation Custom Installation Package WizardPull/Push Deployment
Release 9.0
Windows Installer
Release 9.0
Setup Checklists - OverviewProvide checklists that will leverage the current GP setup windows, but add a structure to them, providing suggested order for completing the steps, as well as showing setup progress An option to only includes modules that are registered Lists them in the best order to complete them Lists all of the setup windows, including master records Assigns a priority to the setup options: recommended, or
optional Shows progress of the setup Allows pieces or areas of the setup to be assigned to a
user Displays the existing window and field help in a separate
pane Informs of related setup areas Provides a report showing setup progress
Accelerate Your Opportunity
Release 9.0
Empowered Users
Role-based Home PagesSmartLists integrated with Letter Wizard
Release 9.0
Roles available in GP 9.01. Accounting Manager
(Phyllis)2. Warehouse Manager3. Production Manager4. Payroll Administrator
(Penny)5. Shipping and Receiving
(Sammy)6. Human Resources
Manager (Heather)7. Accounts Receivable
Administrator (Arnie)8. Accounts Payable
Coordinator (April)9. Order Processor (Lisa)10. Purchasing Agent (Alicia)11. Bookkeeper
12. Production Planner (Inga)13. IT Operations Manager
• “sa” user14. Credit & Collections
Manager (Connie)15. Shop Supervisor16. Customer Service Rep17. Accountant18. Purchasing Manager19. Operations Manager
(Vince)20. Materials Manager21. Dispatcher
Accelerate Your Opportunity
Release 9.0
Insightful
Analysis CubesBusiness Portal – Sample KPIsBusiness Portal – Executive Center
Release 9.0
List of Sample KPI’sMain KPI’s Sub KPI’sGross Profit Margin Gross Profit, Total SalesGross Profit Total Sales, Cost of Goods Sold
(COGS)Receivables Turnover Total Sales, Receivables Payables Turnover COGS, Payables Budget Variance Budgeted Expenses, Actual
Expenses Sales Growth Total Sales Inventory Turnover COGS, Inventory Value Employee Work Center Loading
Employee Scheduled and Available Time
Machine Work Center Loading
Machine Scheduled and Available Time
Expense Account Transactions
Debit and Credit Transactions
Release 9.0
Report ListsReport List added to navigation listsList will contain Microsoft Dynamics GP Report Writer reports SmartLists SQL Reporting Services reports
Reports list accessible via menu navigation or using navigation paneIncludes options to restrict, find, and perform multiple actions for reports in the list
Accelerate Your Opportunity
Release 9.0
9.0 Financial Enhancements
Release 9.0
Financials and NFP featuresFinancials Enhanced Edit Payables Check
Batch Enter a miscellaneous check in
Bank Reconciliation Show voided payments in Bank
Reconciliation until void date Automatically print outstanding
transaction report during reconciliation
Integrate Collection Tasks to Reminders
Ability to query on unpaid invoices in Collections
Ability to create custom collection letters in Microsoft Word
Ability to define labels for the user-defined fields in GL
Auto populate GL account description based on segment descriptions
Ability to enter Remit to Address on PM trx entry and PO Invoice match
NFP and Analytical Accounting Encumbrance PO Inquiry Encumbrance Audit report
enhancements Encumbrance Detail Inquiry
enhancements Transfer Encumbrance and
Appropriated Budgets at year end
Integrate PO Approvals to Encumbrance Management
Analysis button in all the Distributions windows in core transaction entry forms
Ability to enter AA dimension codes during PO entry
Accelerate Your Opportunity
Release 9.0
Business Portal Manufacturing Center
Release 9.0
Manufacturing Center Features1 new Manufacturing
Center and 4 new information pages that display read-only manufacturing data: Manufacturing Center
− Manufacturing Orders− Manufacturing Order Status
(Dispatch List)− Materials− Work Centers− Reports− Queries
2 new roles: Production Manager “Tony” Operations Manager “Vince”
8 new entities: Manufacturing Order Manufacturing Order
Variance MRP Item MRP Site MRP Quantity Work Center Work Center Setup Work Center Loading
Accelerate Your Opportunity
Release 9.0
9.0 Project Enhancements
Release 9.0
Purchase Order Merge
One of the most requested features from customers and salesFor 9.0, we will project-enable POP in Dynamics GPOverall goal is to provide Project Accounting users with a more integrated solution for creating and processing purchasing transactions
Accelerate Your Opportunity
Release 9.0
Business Portal Extranet Deployment
Release 9.0
Key BenefitsAbility to deploy BP in common extranet topologies Provide guidance on setting up a perimeter
network
Ability for companies to extend access to remote employees (all apps supported)Ability for partners and customers to build secure customer-facing pages (customers only see their data)Ability for companies to present an alternate home page for their external users, allowing them to have separate news/announcements for employees and customers
Accelerate Your Opportunity
Release 9.0
Business Portal Order Management
Release 9.0
Order Management FeaturesSalesperson pages integrated into existing BP Sales Center, Customer pages make up a new Orders CenterCustomer-facing features Ability to create orders Review current orders Change shipping address
Salesperson-facing features Ability to create orders on behalf of
customers Review current orders Add customers
Release 9.0
Customer Orders PageOrder Center
Existing OrderDocument
Detail
Item Category
Item
Add toShopping Cart
Order
Accelerate Your Opportunity
Release 9.0
Adaptive Processes
Release 9.0
Installed with Developer Toolkit
Release 9.0
Microsoft Dynamics Microsoft Dynamics GP CommitmentGP Commitment
Release 9.0
Release 7.5
Release 9.0
Release 8.0
Release 9.0
Release 9.0
Release 9.0
Release 10.0
Release 9.0
© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.