“A business solution from Microsoft that is quick to implement, easy to use and that has the power to support your ambitions for your business.” GP

Microsoft Dynamics GP

GP 2013GP 2010 GP 2013 SP1GP 2013 H2GP 2013 H1GP “Next”GP Microsoft Dynamics GP Roadmap A Business Solution from Microsoft -Quick to implement -Easy to use. -Works How you Do

GP 2013 RTM

Web & Desktop Client Human Resources US Payroll Returns Management Contract Management Inventory BOM Excel based budgeting Field Level Security Companion App Business Analyzer Web & Desktop Client ADP Integration to General Ledger Lync presence Removal of default printer Autocomplete Window Resizing BA navigation lists

Web & Desktop Client Project Series for WC Field Service for WC Manufacturing for WC ISV Extensibility for WC SmartList Designer Doc Attach 2.0 SmartList Splitter Default Sort Order AP Checks Payroll Check Date Sort HR Applicant address Web & Desktop Client Void Payables Trax Updates Keyboard shortcuts for Web Client Vendor & Customer Combiner Vendor & Customer Modifier Reconcile Bank w/o marking trx Checkbook ID’s on Cash Rcpt Inq AA finance charge assessment WC for Fixed Assets Enhancements WC for Bank Activity Statements WC for Payment Doc Mgt AA and SO deposits Companion Apps BA in HTML 5BA for Win 8 PhoneGP Workspace in O365

GP 2013GP 2010 GP 2013 SP1GP 2013 H2GP 2013 H1GP “Next”GP Microsoft Dynamics GP Roadmap

Dynamics GP 2013 R2 H Big Rocks Requisitions Workflow Procurement Identity Management Features Doc Attach 3.0 Default Sort Order on AP checks Copy/Paste Excel to GL Assign an Item to Multiple Sites Lock Company for Maintenance Remove inactive pay codes Suggested Item Enhancements +30 Customer Scenario Features Companion Apps ProcurementApprovals Time & Attendance

HTML5/ JS Procurement Service Web Service

GP 2013 Web Client Login (single company) GP Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home Page GP User: ON DOMAIN

GP 2013 Web Client Login (single company) Phase 1: Remove SQL Login GP Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home Page GP User: ON DOMAIN

GP Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home Page GP User: ON DOMAIN GP 2013 Web Client Login (single company) Phase 2: Single Sign On

Domain IIS Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home PageSSRS Login: View/Edit GP User: OFF DOMAIN GP 2013 Web Client Login (single company) Phase 2: Single Sign On

Dynamics GP ‘Next’ H Big Rocks Service Based Architecture BP Replacement Workflow 3.0 Features Load Balancing Enhancements SOP Line Numbers Navigation to MR Split Shipping of Kits Asset Continuity Report Small Parcel Shipping Integrations EFT Enhancements Multiple PO Prepayments +40 Customer Scenario Features Companion Apps Project TimeProject ExpenseOrder Management

BP Replacement and Apps H Web Client Requisitions Employee Self Service Project Time Entry Project Expense Entry Companion Apps Procurement App Time & Attendance App H Companion Apps Approval App Project Time App Expense App Order Management App?

Where USERS Make the Difference! Authored by Nicole Albertson, eOne Solutions Regional Chapters

Where USERS Make the Difference! Objectives  To troubleshoot questions  Work together on solutions  Go home with answers! We have back ups challenges if we need them.

Where USERS Make the Difference! Search Criteria % - Use as Wildcard for multiple characters

Where USERS Make the Difference! _ - Use as Wildcard for one character Search Criteria

Where USERS Make the Difference! Search Criteria [character list] - any characters in the list

Where USERS Make the Difference! SmartList Options Allows you to change the following defaults for each SmartList: Go To Maximum Record Columns and Order Match Case box

Where USERS Make the Difference! Dex.ini settings  SmartlistEnhancedExcelExport=TRUE – Used to improve the Export performance  ExplorerFormatCurrency=FALSE – Removes the currency symbol  NOTE: Be very careful in using these options as they can change the way the data is formatted when exported to Excel and you may not get the data you expect.

Where USERS Make the Difference! Using SmartList at Year End  Dynamics GP Land Blog – Post by Christina Phillips – -and-year-end-love-story.html -and-year-end-love-story.html  Check out her post and let her know if you have any other useful year end ones and she will update the post.

Where USERS Make the Difference! Using SmartList at Year End  1099 Transaction Audit - Validate 1099 amounts based on transaction detail – Payables Transactions SmartList – Add Columns Document Amount 1099 Amount 1099 Type – Search Criteria 1099 Type is not equal to Not a 1099 Vendor Voided is equal to No Document Status is equal to Posted Document Date (or Posting Date, depending on preference/need) is between Beginning of Calendar Year and End of Calendar Year

Where USERS Make the Difference! Using SmartList at Year End  1099 Vendor Audit- Confirm that you have Tax IDs for all 1099 vendors – Vendors SmartList – Add Columns 1099 Type Tax ID Number Vendor Status – Search Criteria 1099 Type is not equal to Not a 1099 Vendor Vendor Status is not equal to Inactive

Where USERS Make the Difference! Using SmartList at Year End  Open Accounts Receivable- Document open AR at year end – Receivables Transactions SmartList – Add Columns Current Trx Amount – Search Criteria Current Trx Amount is greater than 0.00 Void Status is equal to Normal Document Status is equal to Posted – Can use a similar setup for Payables Transactions

Where USERS Make the Difference! Using SmartList at Year End  Discontinued Items- Review discontinued items to see if you would like to remove the records during year end – Item Quantities SmartList – Add Columns Item Type – Search Criteria Item Type is equal to Discontinued Record Type is equal to Overall

Where USERS Make the Difference! Using SmartList at Year End  Standard Cost Review- Review item standard cost for periodic valuation methods to determine if you would like to update standard cost as part of year end – Items SmartList – Add Columns Valuation Method Current Cost Standard Cost – Search Criteria Valuation Method is between FIFO Periodic and LIFO Periodic

Where USERS Make the Difference! Using SmartList at Year End  Employee Status- Review employees to see if any records need to be inactivated – Employees – Add Columns Inactive Last Day Worked – Search (optional) Inactive equals No Last Day Worked is greater than 1/1/1900

Where USERS Make the Difference! Using SmartList at Year End  Account Type Review- Review the account type (e.g., Balance Sheet or Profit and Loss) to ensure that account balances close properly during the financial year end close process – Accounts SmartList – Use defaults, but make sure that maximum records allows all records to be returned (check under Search for maximum records setting)

Where USERS Make the Difference! -Allows setup of an Excel “template” so that you can export the data to a preformatted document. -Can add pre and post macros to Excel to do formatting. -Support can assist with adding to SmartList, but not with the setup of the Excel document. The Excel Support team would do that. Export Solutions

Where USERS Make the Difference! Export Solutions

Where USERS Make the Difference! Advanced Lookups Microsoft Dynamics GP – Tools – Setup – Company – Advanced Lookups

Where USERS Make the Difference! Advanced Lookups

Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster Other Questions?

Overview, Tips and Recommendations Authored by Jenn Schoemer, Rockton Software Regional Chapters

Agenda  Role Based Model  User Setup  Roles and Tasks  Alternate/Modified Forms Reports ID  Security Reports  What to Consider  Helpful Resources and Tools

Regional Chapters Role Based Model

Regional Chapters User Setup  User Setup – Copy Access Copy roles, tasks & company access to another user – Status Active, Inactive, Lesson User – sa user Limit the user and access to the sa login information Create named users with administrative rights to ensure security provisioning – Enable Remembered Users Use with caution

Regional Chapters Roles and Tasks  Defaults are a great starting point – Poweruser Best practices are to limit this role to just the sa user.  Copy Feature – It is best practice, instead of modifying existing Roles and Tasks, to create a copy of the Role and/or Task and modify the newly created one.  Display Selected Roles

Regional Chapters Alternate/Modified Forms & Reports ID  Group modified reports and forms  Defaultuser ID will cover most users  Copy feature – Create a copy to use for testing newly modified Forms & Reports – Manage, deploy and restrict departmental modified Forms & Reports  View – Expand/Collapse All  Display Selected

Regional Chapters Reports  User Security Setup – Access from User Security window – Report > System > Security > User Security  Security Role/Task Assignment – Access from Role/Task setup window – Report > System > Security > Security Role/Task assignment  Unassigned Security Operations – Report > System > Security > Unassigned Security Operations.

Regional Chapters Questions to consider  Are your internal procedures, polices along with SOD conflicts and possible risks documented?  Can you answer the ‘Who has access’ to what question (both software/property)?  Can you demonstrate you understand your organization compliance requirements and have methodologies in place to achieve them?

Regional Chapters Helpful Resources and Tools  MS FAQ: Role – based security –  MS GP2013 Guide: Planning for Security  Activity Tracking Feature  Support Debugger Tool –  Blogs & Communities – Search on – Microsoft Dynamics GP Poweruser, Avoid using sa, avoid giving out sa password, GP Security Abuse, etc.

Regional Chapters Q &A