Amber J. Bell Training and Implementation Specialist CAL Business Solutions Inc. Microsoft Dynamics GP Partner ext

Welcome to CAL’s What’s New in GP 2010 Event!!

What’s New In:  Financials: Budget Transactions Consolidate Multiple Budgets Reporting Ledger Functionality (Works with IFRS) Clear Amounts in GL Recurring Batches  Receivables Recurring Cash Receipts Negative Cash Receipts ing of AR and SOP Documents Ability to Format and Change Forms in MS Word

 Receivables Management Receivables Documents (not statements) Updates to RM EFT Recurring Cash Receipt Batches Lockbox Enhancement Negative Cash Receipt  Payables Management Vendor Remittances Select Checks Enhancements ○ Additional Restrictions Functionality ○ Restrict Invoices by Expired Discount Date Vendor Workflow Continued

 System Customizable Metrics using SQL Reporting Services Visible “Cues” for Reminders Integration with Office Communicator Better Integrations with CRM and CRM Online Customizable Navigation Lists Documents Vendor Workflow

Continued  Analytical Accounting Security for user creating dimension code on the fly Integration with US Payroll  Not For Profit Control Account Management for Receivables Encumbrance Options for Workflow/PO Approvals

Microsoft Dynamics GP 2010 Financial Features  General Ledger Budget Transactions Consolidate Multiple Budgets Reporting Ledger Functionality (works with IRFS) Clear Amounts in GL Recurring Batches

Reporting Ledgers

GL Budgeting Budget 2010MarketingDevelopmentServiceBudget 2010MarketingDevelopmentService

Demo

Receivables Management  Recurring Cash Receipts Batch  Negative Cash Receipts Post Cash Receipt

Demo

Payables Management  Vendor Workflow ApproveVendor

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Collections Management  Enhancements Reply to Address Use address on customer

Continued  Collections Management Display Unposted Cash on Collections Main Display Collections Reminders on Home Page Print Collections Letters by Address ID Collections Note Display on Navigation Lists Reply to Address Option Use Address from Customer Address ID Collections Go-To Options in RM/SOP SmartLists Open Note or Create New from Inquiries

Demo

Report Templates and ing  Report Templates Feature Overview Printing Templates Template Modification & Assignment Configuring Templates  Feature Overview Customer/Vendor Configuration Sending Documents in  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 documents SOP Quote SOP Order SOP Invoice SOP Fulfillment Orders SOP Packing Slips Receivables Transactions Customer Statements

Templates Available in GP 2010 Vendor facing documents Purchase Orders Payables Transactions Check 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 Documents

Features  Embed/Attach Options Multiple Attachments.XPS,.PDF,.DOCX,.HTML  Multiple Addresses  Historical Record of  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, Invoices Receivables Transactions Purchase Orders Vendor Remittances  Supports.PDF,.XPS, and.DOCX  Supports HTML Embedding of Document

Where are We Sending From?  Send from the Following Areas: Transaction Entry Document Print Options Transaction Inquiry Zoom Print Sales Docs/Print Purchasing Docs Lists Remittances

System Requirements  Microsoft Dynamics GP2010  Microsoft Office Word 2007 Send XPS and PDF  No Microsoft Office Word requirement if… Send.DOCX Viewing 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  Documents  Vendor Workflow

Business Ready Enhancement Plan For Microsoft Dynamics

How to Contact CAL Central Support Desk  Call: (860) ext. 4   Online: