Regional Chapters

Before we get started  Door prize – Version 2013 Unleashed – Don’t forget to drop your business card in the box! – Drawing at the end of the meeting  Accolade Publication catalogs and coupons  Door prize – GP for Dummies – Two companies arrived first with more than one attendee  Evaluations – Turn in at end of meeting  GPUG Summit Flyers

Regional Chapters Agenda 11:00Welcome & GPUG Information 11:30GPUG Collaborate Demo 11:45Upgrade Insights and Roundtable Discussion 12.30GP 2013 New Features 1:30BizNet Software 2:30End Announcements

Regional Chapters Company Role in Company Name Are you going to GPUG Summit? Welcome & Introductions Plan to upgrade to GP 2013 this calendar year?

Regional Chapters About GPUG Microsoft Users Partners Founded in 2007 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics ® GP Over 4,000 company members (15,000+ individual members)

Regional Chapters GPUG Membership Upgrade Today: gpug.com  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  CPE Credits  Discounted GPUG Summit Registrations  Discounted GPUG Academy Courses  And so much more! Premium Member Small Business 1-9 GP Licenses $400 USD/year Mid-Market GP Licenses $700 USD/year Enterprise 50+ GP Licenses $950 USD/year membership /

Regional Chapters Meet like- minded GPUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in GPUG and in the world of Dynamics GP. Share your Dynamics GP experiences and gain insight from the GPUG community.

Regional Chapters 4-Steps for Getting Started 1.Log in using your Windows Live ID 2.Subscribe to the “All Members” and your Regional Chapter discussion groups 3. Start a conversation in the All Members group 4. Respond to a discussion thread

Regional Chapters Step 1 Log in at using your Windows Live IDhttp://community.gpug.com – Complete your profile and add a photo – Hint: Use the ‘Grab from LinkedIn’ option

Regional Chapters Step 2 Subscribe to the “All Members” and your Regional Chapter discussion groups – Select the Daily Digest option – Scroll to bottom of page and select ‘Save’

Regional Chapters Step 3 Start a conversation in the All Members group – Ask a question to collect insight from your peers

Regional Chapters Step 4 Respond to a discussion thread – Post an answer to another member’s question or add additional comments

Regional Chapters DEMONSTRATION

Regional Chapters

Upgrade Insights - Planning  Down Time  Test Environment  Hardware/SQL Upgrades  3 rd Party Modules and Custom Code/Integration  Reporting (FRx to Management Reporter)

Regional Chapters Upgrade Insights – Budget Considerations  Consulting vs. In-House  Hardware/SQL Upgrades  Customizations

Regional Chapters Upgrade Insights – What is not supported in GP2013?  XP all editions  Vista all editions  Windows Server 2003 all editions  SQL Server 2005 all editions  Office 2007  Internet Explorer 7.0  Windows SharePoint Services 3.0  SharePoint Server 2007  Adobe Acrobat 8 &9

Regional Chapters Upgrade Insights – Upgrade Help  Microsoft Dynamics GP 2013 Guide : Upgrade Instruction – us/download/details.aspx?id= us/download/details.aspx?id=34658  Hot Topics (Customer Source – Upgrading to Dynamics GP 2013) – al.aspx?NRMODE=Published&NRNODEGUID=%7b2E1B557C C9C B9B0276BD8%7d&NRORIGINALURL=%2fcustomersource%2fs upport%2fselfsupport%2fhottopics%2fHOT_TOPIC_MDGP2013U pgrade&NRCACHEHINT=Guest al.aspx?NRMODE=Published&NRNODEGUID=%7b2E1B557C C9C B9B0276BD8%7d&NRORIGINALURL=%2fcustomersource%2fs upport%2fselfsupport%2fhottopics%2fHOT_TOPIC_MDGP2013U pgrade&NRCACHEHINT=Guest

Regional Chapters My Tip and Trick – Migrating Modified Report – The Wait and See Approach  Years of using Dynamics as a company led to a list of over 80 modified reports. Do we need this many?  Before upgrade I exported each of these modified reports using customization maintenance.  Went through with my upgrade and rolled out to the users. Then…...  Reduced modified reports by 55. We now have 35.

Regional Chapters Roundtable Discussion  Other Insights?  Timeline on upgrading to GP 2013  What is holding you back?  What excites you the most?

New Features in GP2013

Multicurrency applies at transaction entry Document Attach Fixed Assets integration with Analytical Accounting Reason Codes for Inventory Transaction & Movements Edit Payables Transactions: Remit to Address Select Printer at time of print reports PM Reprint Checks/Remittance forms Ship to Address has different Company Name Maintain Bin Transfer History Named System Database Multi-tenant Application Void of Check Enhancements Tolerance Handling Subledger Reconcile IV -> GL Enhance Alt/Mod Windows Prepayments on Purchase Order EFT Field Length and Delimitation Options Compatible with stack technology Restrict void of reconciled check German Code - consolidated invoicing compliance EFT Settlement Date Option Year End Close Options Additional String Resources FA Historical Depreciation Report Lock Fixed Assets Year and Mass Back Out FA to GL Posting Process Updates Update for Fixed Assets MACRS Add BAI format to eReconcile Multi-Tenant GP Web Services Multi-Tenant Integration Manager Report Deployment/Retrieval for Multi-Tenant Reconcile Bank Rec with General Ledger Default Sort Customer/Vendor Lookups Indicator on Trx Nav Lists General Ledger Journal Entry History Inquiry Application Changes for Consuming Multi-tenant Web Services Fixed Assets Calendar Setup Fixed Assets Intercompany Asset Transfer Key Relation added to Index file Bridge for Outlook 64 bit MAPI calls Update VBA Components Standard Cost Adjustment Calculate Average Exchange Saved Batch Approval Rename User Defined Field Description Print on Packing List Multi-S/N select Need a Form Inactivate a Site and Item Site Relate/Link Items for Suggestions on Sales Prevent PO Close prior to Invoice Match Named User Support Business Analyzer User Interface Update New SSRS reports Report Writer Reports/Word Templates New Templates for Sales Order Excel Reports Transport to Web C;lient SmartList for Web Client SSRS Reports/Metrics Transport to Web Client Printing SSRS reports from forms Navigation Lists Re-architect home pages and area pages Silverlight interface for home pages/BA in web client Excel Export Using Open XML Document Transfer & Render to Web Client Web Client Content for Sure Step WC Security Web Client Roles/Windows Definition WC Navigation/Master Page Web Client ISV Integration Web Client Dynamics GP Runtime Engine Sanscript Rework/New Dexterity Script type Web Client Object Model Web Client UI Converter Web Client Themes Rich Client Changes for Web Web Client Base/Window Template Processing Engine Web Client Icons WC Management Tool Template Manager Plug In Web Client Silverlight and ASP.Net Applications WC Silverlight Application Web Client Management Tool Session Service Plug In Web Client Dynamics GP Management Tool WC Web Management Console Install Application Session Console Enable modules for Web Client WC Dynamics GP Runtime State Manager Web Client Navigation Lists - Grid Control Web Client Navigation Lists - Filter Control Web Client Help Processing Engine Add Field Service Allocations RMA Entry - Update Contact & Address ID Consolidate Revenue Recognition Multi-User check in RMA Entry Equipment Super-Session Hotline Update Item Description from RMA Credit RMA Return Quantity and Type Ship to Address Integration to Sales Order Cross-Ship RMA consolidation Honor Discontinued Item Status Auto Populate Customer ID Adding support for the Business Analyzer to NLB Grouped Reports SmartList Builder - remove dependency on having an Admin login after new install SmartList Builder Default Security Ability to go from one Navigation List to do a Goto another Navigation List Encumbrance – Integration with Budgets Encumbrance - Integration with General Ledger Encumbrance Cost Difference Notification Print Customer Items option Select invoices on one-off window Stop Duplicate Checks Paycode History Edit Life Insurance enhancements SRS Reports PIP: Voucher Description and Voucher Document Number DIA Reporting

System Home Page Changes Select Printer at time of Print Ability to Print SSRS Reports from forms Alt/Mod Forms/Reports Window 64-Bit Outlook Supported Indicators on Navigation Lists Additional Word Templates Password Protection on Word documents

Feature: Select Printer

Feature: SSRS Reports on Forms

Feature: Indicator

Feature: Additional Word Templates

Feature: Password Protection

General Ledger Reconcile Inventory Reconcile Bank Reconciliation Year End Close options Journal Entry Inquiry for History Include AA details with GJ copy

Feature: Reconcile Inventory to GL

Feature: Reconcile Bank Reconciliation to GL

Feature: 3 New Year End Close Options

Feature: Year End Close Options

Feature: GJ Entry History Inquiry

Feature: Copy AA data for Sales, PO and GL Copy

Mark the Copy Analytical Accounting option to include transaction dimension detail

Receivables Management Multicurrency Apply in RM Cash Receipts Entry Rename Customer Address User Defined Fields Sales Order Processing Ship to Address has different Company Name Relate / Link Items for suggestions on Sales Consolidated Invoicing

Feature: Multicurrency Apply in RM Cash Receipts Entry

The Apply and Auto-Apply buttons can be selected, and the multicurrency invoices will display in the Apply Sales Documents window to be applied.

Feature: Rename User Defined Fields on Customer Address

Feature: Ship To Address

Feature: Relate/Link Items for Suggested Sales

Feature: Consolidated Invoicing

Payables Management Void of Check returns applied credit documents Vendor’s Credit Card Invoice automatically voided when credit card payment voided Settlement Date added for EFT payment Recreate Check Stubs/Remittances Reconciled indicator Edit Remit To Address in Payment Transaction window Update 1099 amounts Purchase Order Processing Document Attach Tolerance Handling Track Serial Numbers for Drop Ship items Allow prepayments on a PO

Feature: Reconciled Indicator

Feature: Edit Remit To Address

In Edit Payables Transaction, Remit-To ID will display and enable for unpaid invoices.

Feature: Update Vendor 1099 Amts

Update 1099 Information will let you change a non-1099 vendor and that vendor’s transactions to a 1099 vendor and update the tax type and 1099 box number.

Feature: Update Vendor 1099 Amts In Edit 1099 Transaction information, you can see the detailed transactions for a 1099 vendor and change the individual transaction information to ensure accurate 1099’s.

Feature: EFT Format Enhancements

Feature: Document Attach

Feature: Tolerance Handling

Feature: Tracking Serial/Lot Numbers on Drop Ship PO

Inventory Inactivate a Site and Item Site Item Standard Cost adjustment post to GL Bin transfer history Reason Codes for stock movements/adjustments Multi-Serial Number select

Feature: Inactive Items

Feature: Item Standard Cost Adjustment

Feature: Bin Transfer History

Feature: Inventory Reason Codes

Fixed Assets Independent Fixed Assets Calendars Auto Generate Asset Number GL Batch Creation Process Mass Depreciation Reversal Historical Depreciation Reports Intercompany Asset Transfers

Feature: Fixed Assets Calendar Setup

Feature: Auto Generate Next Asset No.

Feature: Fixed Assets Batches

Feature: Mass Depr. Reversal

Feature: FA Historical Depreciation Report

Feature: Intercompany Asset Transfer

Payroll Duplicate Check Number warning New Build Check File exception report Default print option for your checks/earnings statements Edit Paycode History for SUTA and FUTA Human Resources Life insurance premium aged based on birthday or end of year

Feature: Pay Code History Edit & Payroll Check Enhancements

Mark Edit Financial Fields to modify the WCOMP, SUTA and FUTA fields in Employee Pay Code History.

Feature: Pay Code History Edit & Payroll Check Enhancements If a duplicate check is created when printing checks print the Duplicate Checks report to view the detail.

Feature: Pay Code History Edit & Payroll Check Enhancements Set a default for the print field in Print Payroll Checks.

Feature: Build Check Exception Report

When selected in Posting Setup, this report will print a summary of critical errors and warnings from the Build Check report letting you easily find and correct the issues.

Feature: Mandatory Arrears Templates & Reminders

To process mandatory arrears, select an arrears template and click to “Post”. Select multiple payrun records in the scrolling window. Setup new templates and reminder tasks.

Feature: Mandatory Arrears Templates & Reminders Select the templates to include and post multiple templates as a batch.

Feature: Mandatory Arrears Templates & Reminders The Arrears Batch Report displays during the batch posting process and includes template information.

Feature: Requisitions List

Web Client Roadmap Components UI Console

Microsoft Dynamics GP Web Client Roadmap Financials Distribution Phase 2Phase 3 Phase 4Phase 1 Phase 5 4 th Quarter 2013

Can I upgrade to the Web Client? Are you using HR/Payroll ? Phase 2 is released and includes HR and Payroll Are you using Field Service, Project accounting or Manufacturing? Phase 3,4 and 5 are being released in GP2013 Service Pack 2 due to be released in the 4 th Quarter Are you using Integration Manager, Management Reporter or Smartconnect? Currently these applications cannot be launched from the Web Client. Which ISV / Add-On products are you using with Dynamics GP ? Check with McGladrey (Client Account Manager or Robert Edwards) to see if the product is compatible with the web client. Are you using Workflow ? – Wait to move to the web client Are you using any VBA / Winforms customizations ? You need to upgrade them to be compatible with the web client. Talk with your McGladrey consultant for assistance or clarification on VBA customizations.

How the Web Client Works Secure Connection Dynamics Runtime Management Console Server Processes User Login Web Landing Page Windows Security Microsoft Dynamics GP

GP Installation(s) Web Client.xap Console Snap in(s).xap Company Tenants Named System Manageme nt db’s Web Client Management Console “Apps” Web Client Components

Feature: Web Client

Feature: Web Client Interface

Feature: Management Console

Microsoft Blog-Feature of the Day

The Most Innovative and Intuitive Reporting Solution. Microsoft Dynamics Reporting & Analytics Denise Hutchison Director Channel Sales, BizNet Software

BizNet Company Overview Review Reporting Requirements Demonstration Navigation Drill Down Report Creation Report Distribution User Licenses Questions and Answers Presentation Agenda

 Easy to use  Performance  Functionality of current reporting (& more)  Deploys quickly  Eliminates manual and repetitive processes  One reporting solution  Proven product. It works! Why BizNet?

 26 Countries  Thousands of Users  200+ Resellers  30+ Available Systems

Founded in Countries, 15,000+ Users, 200+ Partners BizInsight released in 2005 Built on MicroSoft Industry Standard Technology Patent-Pending In-Memory Analytics for Performance Pre-Built Integrations to 30+ Systems Dynamics GP, SL, AX Utilize One Version BizNet Company Overview

 100% Excel  Real time business data scalable to millions of transactions  Anyone can build reports within minutes  Distribute hundreds of reports with single click  Fully implemented within a day

Extensive FRx Expertise Former FRx employees Filling FRx reporting gaps for years (consolidations, multi-currency, etc) Selected By 12 Publishers As Their FRx Replacement Solution Recommended by Industry Analysts K2 Enterprises – ‘Best Mid-Market Financial Reporting’ for 2010, 2011 & 2012 Business Finance Magazine – Best of Breed Performance Mgmt The Company To Watch – “The Vision & Roadmap Are Brilliant” CPA Technology – “Company to Watch” FRx Replacement

Modify an existing report Drill down into details Build a report from scratch Ad-hoc analysis Automatically distribute reports

Demonstration

Although the live demonstration given at meeting was much more extensive, this video does show some of what the product can do. Other product demo videos can be found on BizNet’s website:

Licensing Functionality User Type Create Reports Change Parameters Drill Down Access Analysis Sets Refresh Designer User √√√√√ Viewer User √√√√

Licensing Functionality User Type Create Functions Create Reports Change Parameters Drill Down Refresh Content Architect* √√√√√ Report Designer √√√√ Viewer √√√

Base Package $ 2,995 1 Designer WorkGroup Package $ 4,595 1 Designer 4 Viewers 1 Instructor-Led Training Additional Licenses Additional Modules Designer $ 895BizBroadcast$ 895 Viewer $ 495 Annual Software Maintenance:20% (includes support). Dynamics AX Pricing

Base Package $ 1,795 1 Designer WorkGroup Package $ 3,495 1 Designer 4 Viewers 1 Instructor-Led Training Additional Licenses Additional Modules Designer $ 895BizBroadcast$ 895 Viewer $ 495Sales$ 995* Expense$ 995* *20% Discount when purchased with initial system Annual Software Maintenance:20% (includes support). Dynamics GP Pricing

Base Package $ 1,795 1 Designer WorkGroup Package $ 3,495 1 Designer 4 Viewers 1 Instructor-Led Training Additional Licenses Additional Modules Designer $ 895BizBroadcast $ 895 Viewer $ 495Project Accounting $ 995* * 20% Discount with initial purchase Annual Software Maintenance:20% (includes support). Dynamics SL Pricing

Q&A

Thank you Denise Hutchison Maurice McDavid x x147

Regional Chapters END ANNOUNCEMENTS

#GPUGsummit GPUG Summit 2013 KnowledgeNetworkTeam GPUG Summit features more than 150 sessions, with learning and networking opportunities for Dynamics GP users in every role and at every level of expertise. With 550+ attendees, you’ll meet others in your role or industry who can help you overcome challenges and get more value from your Microsoft Dynamics GP solution. Bring your teammates and you’ll leave with new ideas and solutions that you can immediately put to work for your team and organization. October 22-25, 2013 Tampa, FL Coming?Get Involved Let’s go as a Regional Chapter!Conference is made of volunteers!

Regional Chapters Next Meeting? Date: November 19 Time: TBD Place: TBD Topics: TBD