DM CONVERGENCE OCTOBER 11TH. FEATURE: YEAR END CLOSE PROGRESS BAR © 2012 Microsoft Corporation. All...

DM CONVERGENCE OCTOBER 11TH

FEATURE YEAR END CLOSE PROGRESS BAR

Picture it Learn itWhy it is cool

copy 2012 Microsoft Corporation All rights reserved Microsoft Windows Windows Vista and other product names are or may be registered trademarks andor trademarks in the US andor other countriesThe information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation Because Microsoft must respond to changing market conditions it should not be interpreted to be a commitment on the part of Microsoft and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation MICROSOFT MAKES NO WARRANTIES EXPRESS IMPLIED OR STATUTORY AS TO THE INFORMATION IN THIS PRESENTATION


Select printer at time of printing

FEATURE INVENTORY REASON CODES

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FEATURE INACTIVATE A SITE AND ITEMSITE




FEATURE COMPUTER PREPAYMENTS




FEATURE MINIMIZEMAXIMIZE THE MENU OPTIONS




FEATURE REPRINT VENDOR CHECK REMITTANCE INFORMATION




Re-create Check stub will print the information from the original check stub or remittance form

FEATURE ADDITIONAL WORD TEMPLATES




FEATURE RECONCILED INDICATOR





FEATURE CREDIT CARD VENDORrsquoS INVOICE AUTOMATICALLY VOIDED WHEN CREDIT CARD PAYMENT

VOIDED



FEATURE CREDIT CARD VENDORrsquoS INVOICE AUTOMATICALLY VOIDED WHEN CREDIT CARD PAYMENT VOIDED




FEATURE PREVENT PO CLOSE WITH UNMATCHED QUANTITY




If the Quantity Invoiced to Date doesnrsquot match the Quantity Shipped to Date a warning is given letting the user know that they may want to check the item prior to closing it A similar message is given if the user changes the Purchase Order status to closed

FEATURE SELECT PRINTER AT TIME OF PRINTING




FEATURE BUSINESS ANALYZER




FEATURE PRINT SSRS REPORTS FROM GP WINDOWS




FEATURE PAYROLL AND HR ENHANCEMENTS

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cool


FEATURE PAYROLL CHECK DATE SORT

FEATURE HR APPLICANT EMAIL

ltAdd relevant screen shot(s)gt

PAYROLL INTEGRATION TO PAYABLES VOUCHER DESCRIPTION DOCUMENT NO amp CONSOLIDATION



VOUCHER DESCRIPTION DOCUMENT NO amp CONSOLIDATION

Control how the payroll information is posted to Payables Management by modifying your settings to meet your business needs

FEATURE SMARTLIST USABILITY ENHANCEMENTS


cool




FEATURE SMARTLIST DESIGNER




FEATURE COMBINER AND MODIFIER


cool



FEATURE RECONCILIATION TO GL




ADDITIONAL FEATURES IN GP 2013

FEATURE VOID HISTORICALOPEN TRANSACTION UPDATES




Why this feature is coolIn Microsoft Dynamics GP 2013 SP2 you can now find and void a transaction more quickly and easily The new functionality is added to Void Historical Payables Transactions as well as Void Open Payables Transactions

With additional restriction options of Document Number or Document Date you can find a specific transaction right away This will speed your data entry time and reduce data entry errors



Targeted Roles Accounting Manager amp Accounts Payable Coordinator

FEATURE MANUAL PREPAYMENTS




Why this feature is coolManages the prepayment amount from Purchase Order creation through the vendor invoice by using the Manual Payment process in Payables Management Supports prepayments when the Purchaser role drives the prepayment process The user has the ability to pay the prepayment at the time of creating the Purchase Order by using a check or credit card Tracks prepayment amounts separate from the vendors account balances Vendor aging is not affected by prepayment transactions Purchase Order documents have been updated to show prepayment amount



Targeted Roles Purchasing Agent Purchasing Manager Accounting Manager and Accounts Payable Coordinator

FEATURE EFT FORMAT ENHANCEMENTS




Why this feature is coolChanges to EFT format setup options in previous releases added significant flexibility in setting up electronic banking and now we will provide even more flexibility by adding two new features

A new option to allow formats with variable-length fields that are delimited by a defined character such as a comma The new fields allowing this setup are added to the EFT File Format Maintenance window

A new field added for the EFT settlement date Many formats require a settlement date that may be different from the transmission date The field has been added in the EFT File Format Maintenance window and can be defined for each file in the Generate EFT Files window



Targeted RolesAccounting Manager Accounts Payable Coordinator Accountant Controller

FEATURE FINANCIAL ENHANCEMENTS



FEATURE CHECKBOOK ID IN CASH RECEIPTS INQUIRY

Why this feature is coolIn Receivables Checkbook Inquiry you can now see the Checkbook ID that the cash receipt was posted to In Microsoft Dynamics GP2013 SP2 instead of looking at a posting report to identify the checkbook the information is shown on screen

This will work for transactions that were entered prior to upgrading to SP2 as well

FEATURE RECONCILE NON-ACTIVE CHECKBOOK

Why this feature is coolIf you have a checkbook that doesnrsquot have activity in the month for audit purposes you want to indicate that yoursquove reconciled the checkbook

With Microsoft Dynamics GP2013 SP2 you can select a checkbook to reconcile enter the reconcile information and without marking any transactions reconcile the checkbook The last reconciled date and last reconciled balance on the checkbook will be updated


Cash Receipts Inquiry Zoom


Targeted Roles Accounting Manager Bookkeeper Accountant Accounts Receivable Administrator

FEATURE ADVANCED HR CUSTOM FIELDS




Why this feature is coolIn Microsoft Dynamics GP 2013 you can set up labels for four user-defined fields for certifications and licenses for tracking additional information not provided by the system The labels you set will appear as fields in the Certification Entry and License Entry windows


Label definitions are configured in the setup window

Labels will appear in Certification Entry and License Entry


Targeted RolesHR Assistant Training and Development Manager Compensation and Benefits

FEATURE ENCUMBER GENERAL JOURNAL TRANSACTIONS




Why this feature is coolIn Microsoft Dynamics GP 2013 you can integrate Encumbrance Management with General Ledger When you enter a General Journal Entry the system will look at previously posted amounts previously encumbered amounts and the amount of the transaction to determine if there is budget available for the transaction

In Encumbrance Management Setup you choose which accounts you want to verify budgets for in General Ledger Encumbrance Inquiry will display all encumbered amounts regardless of where they are entered there is also an inquiry available to look only at General Ledger transactions


When General Journal transactions are entered the encumbrance integration will check the amount entered to see if there is budget available on the account A message will be given if the transaction is over budget


Targeted Roles Certified Accountant Bookkeeper Finance Manager

FEATURE USE MULTIPLE BUDGETS WITH ENCUMBRANCE MANAGEMENT




Why this feature is coolIn Microsoft Dynamics GP 2013 you can enter multiple budgets for a single fiscal year This allows you to have different budgets for different departments or for different periods and instead of combining them yourself you let encumbrance management combine the budgets for you

In Encumbrance Management Setup there is a new window to enter all of the budgets that are for a fiscal year Now if the same account exists in more than one budget encumbrance management will combine the amounts from each budget to verify against as a single available budget amount for a budget period


Budget amounts will be combined for accounts that exist in one or more budgets


Targeted Roles Purchasing Agent Accounts Payable Receivings Clerk

FEATURE HONOR DISCONTINUED ITEM STATUS IN FIELD SERVICE




Go Back

Why this feature is coolIn Microsoft Dynamics GP 2013 when a discontinued part is entered on a service call or depot work order the system searches the requested warehouse and the restocking warehouses to determine quantity available When the quantity available is less than the quantity entered a window will appear showing you the quantities available so that you are able to make a decision such as changing the quantity entered or substituting the item



Targeted Roles Customer Service Rep Customer Service Manager Order Processor Purchasing Agent Purchasing Manager Accounts Payable Coordinator Shipping and Receiving WarehouseInventory Manager Accounts Receivables Administrator

FEATURE CREATE EQUIPMENT FROM MANUFACTURING




Why this feature is coolYou can now automatically create equipment records from Manufacturing Order Receivings and from Manufacturing Quick Orders You can also decide whether you want to create equipment records from non-serialized items on manufacturing orders as well




Targeted RolesWarehouse Manager Customer Service Rep Customer Service Manager Shipping and Receiving Warehouse Worker

FEATURE RMA SOP CONSOLIDATE




Why this feature is coolIn Dynamics GP the creation of the cross ship order is per RMA line If there are multiple lines on an RMA each line generates a new SOP order

Now with Dynamics GP 2013 you can optionally consolidate multiple cross shipped lines on an RMA onto a single SOP order document As long as the SOP order is open any additional lines cross shipped for that same RMA will be added to the same sales order





Targeted Roles Customer Service Rep Customer Service Manager Order Processor Purchasing Agent Purchasing Manager Accounts Payable Coordinator Shipping and Receiving WarehouseInventory Manager Accounts Receivable Administrator Dedicated Sales Rep

FEATURE PTO MANAGER ENHANCEMENTS




Why this feature is coolIn Microsoft Dynamics GP2013 a number of enhancements were made to PTO Manager

During payroll processing you can select to update the vacation calendar with PTO information This will capture the date and code used for PTO processing for employees create an absence record in the Absence Entry window with the Employee ID Start Date End Date and comment and use that information to create a vacation calendar entry

When processing a manual check for an employee that contains pay codes which impact hours worked the system will update the vacation and sick fields in the Life-To-Date Hours Worked section of the Employee PTO Maintenance window

Negative balances for vacation and sick time can be carried over Any adjustments accruals and taken amounts are processed and combined on the new balance for the ensuing period


Option for PTO manager to update HR Calendar


Go Back

Targeted Roles HR Assistant HR Generalist Compensation amp Benefits

FEATURE PTO DETAIL amp HISTORY ANDPTO EXCEPTION REPORT




Why this feature is coolIn Microsoft Dynamics GP 2013 several enhancements in PTO Manager have been made to allow greater PTO detail and reportingbull View detailed PTO adjustment data in a new PTO Detail Inquiry

window bull Print the detailed PTO adjustment transaction history for an

employee bull Generate a PTO adjustment transaction for each employee

during payroll processing bull Create a negative adjustment for vacation or sick transactions bull Display PTO detail records by year with additional range

criteria bull Generate a detailed beginning balance transaction for PTO

default when processing the year end PTO utilities

Additionally PTO Manager can now provide a PTO Exception report which details when an employeersquos transaction balance differs from the available balance


PTO Detail Inquiry by employee provides visibility into detail and ldquoGoTordquo navigation to create adjustments


PTO Adjustments can impact balance transaction detail or both


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The exception report details Sick and Vacation


Targeted RolesCompensation amp Benefits HR Manger HR Generalist

DM Convergence October 11th

Feature Year end close progress bar

Feature Year end close progress bar (2)

Feature Inventory Reason Codes

Feature Inventory Reason Codes (3)


Feature Inactivate a Site and ItemSite

Feature Inactivate a Site and ItemSite (3)

Feature Computer Prepayments

Feature Computer Prepayments (3)

Feature MinimizeMaximize The menu options


Feature Reprint Vendor Check Remittance Information

Feature Reprint Vendor Check Remittance Information (2)

Feature Additional Word Templates

Feature Additional Word Templates (3)

Feature RECONCILED INDICATOR

Feature reconciled indicator

Feature Credit Card Vendorrsquos Invoice automatically voided when

Feature Credit Card Vendorrsquos Invoice automatically voided when (3)




Feature Prevent PO Close with Unmatched Quantity


Feature Select printer at time of printing

Feature Select printer at time of printing (2)

Feature Business Analyzer

Feature Business Analyzer (2)

Feature PRINT SSRS REPORTS FROM GP WINDOWS


Feature Payroll and HR Enhancements

Feature Payroll Check Date Sort

Feature HR Applicant Email

Payroll Integration to Payables Voucher Description Document N

Voucher Description Document No amp Consolidation

Feature SmartList Usability Enhancements

Feature SmartList Usability Enhancements (3)

Feature SmartList Designer

Feature SmartList Designer (2)

Feature Combiner and Modifier


Feature RECONCILIATION TO GL

Feature Reconciliation to GL

Additional Features in GP 2013

Feature Void HistoricalOpen Transaction Updates

Feature Void HistoricalOpen Transaction Updates (2)



Feature Manual Prepayments

Feature Manual Prepayments (2)



Feature EFT Format Enhancements

Feature EFT Format Enhancements (2)



Feature Financial Enhancements

Feature Checkbook ID in Cash Receipts Inquiry

Feature Reconcile Non-Active Checkbook

Feature Financial Enhancements (2)


Feature Advanced HR Custom Fields

Feature Advanced HR Custom Fields (2)



Feature Encumber General Journal Transactions


Feature Encumber General Journal Transactions (2)


Feature Use Multiple Budgets with Encumbrance Management


Feature Use Multiple Budgets with Encumbrance Management (2)


Feature Honor Discontinued Item Status in Field Service

Feature Honor Discontinued Item Status in Field Service (2)



Feature Create Equipment from Manufacturing

Feature Create Equipment from Manufacturing (2)




Feature RMA SOP Consolidate

Feature RMA SOP Consolidate (2)





Feature PTO Manager Enhancements

Feature PTO Manager Enhancements (2)



Feature PTO Detail amp History and PTO Exception Report

Feature PTO Detail amp History and PTO Exception Report (2)















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DM CONVERGENCE OCTOBER 11TH. FEATURE: YEAR END CLOSE PROGRESS BAR © 2012 Microsoft Corporation. All...

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Transcript of DM CONVERGENCE OCTOBER 11TH. FEATURE: YEAR END CLOSE PROGRESS BAR © 2012 Microsoft Corporation. All...