GP 2014 Client Event Welcome. Agenda Check In and Breakfast Welcome Comments Microsoft Dynamics GP R2 Overview Break Management Reporter Tips and Tricks.

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Presentation transcript:

GP 2014 Client Event Welcome

Agenda Check In and Breakfast Welcome Comments Microsoft Dynamics GP R2 Overview Break Management Reporter Tips and Tricks Customer Service Overview EDI Presentation – SPS Commerce Lunch GP Reporting Tools Sales Tax Presentation – Avalara Break GP Tips and Tricks Q&A

GP2013 – R2 Release

Customer Service Overview

Boyer Support Address – Magnets included in packets Key Information to communicate Screen shot of error message GP Version When did issue start? What has changed? How many users does the error affect? Self Support Online Search Tips GP Help Menu GP Manuals

CustomerSource What is CustomerSource? How do you get access to CustomerSource? Call Carol Simonson – Support Search Knowledge Base for errors or issues Log a support incident directly with Microsoft eLearning

EDI Presentation SPS Commerce – Dan Chang

SmartList Designer vs. SmartList Builder  Comparison of SmartList Designer and SmartList Builder.  Complete list on eOne’s website.  SmartList Designer new In GP  No additional charge for SmartList Designer FeatureSmartList DesignerSmartList Builder Create GoTosNoYes Modify Existing SmartListYesNo Summary SmartListsNoYes Column settings (order, field type, etc.) NoYes Multi-CompanyNoYes Utilize Excel ReportsNoYes Utilize SQL objects from other databases (non GP) NoYes

GP Tips & Tricks