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trinsoft.com THINK AHEAD. GET AHEAD. November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com AGENDA Dynamics GP Roadmap Support Lifecycle BI and Reporting Tools Management Reporter 2012 Highlights What’s New in GP 2013 w/ System Requirements GP 2013 Beta Preview Resources November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com November 7, 2012 ROADMAP CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com SUPPORT LIFECYCLE ProductGeneral Availability Exit data from mainstream support Microsoft Dynamics GP 1008/04/200710/09/2012 Microsoft Dynamics GP 201006/15/201010/13/2015 Microsoft Dynamics GP 2013Q4 2012Five years after general availability November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com BI AND REPORTING TOOLS Business Analyzer SmartLists and SmartList Builder Excel Reports and Excel Report Builder SQL Server Reporting Services (SSRS) November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com BUSINESS ANALYZER November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com SMARTLISTS AND SMARTLIST BUILDER November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com EXCEL REPORTS AND EXCEL REPORT BUILDER November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com SSRS November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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DYNAMICS GP 2013 WHAT’S NEW November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WEB CLIENT November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com GP 2013 – SYSTEM REQUIREMENTS Client Workstations Windows 7 Professional or Ultimate or Vista SP 2 or later– 32-bit or 64-bit Office 2010 IE 8 or 9 Adobe X 2 GB RAM November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com GP 2013 – SYSTEM REQUIREMENTS Server (supports 32-bit and 64-bit) Microsoft SQL Server 2012 or 2008 SP 1 or later Windows Server 2008 SP 2 or later SQL Server Reporting Services 2012 or 2008 SP 1 or later 8 GB RAM Terminal Server Windows Server 2008 SP 2 or later 4 GB RAM November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com GP 2013 – SYSTEM REQUIREMENTS No longer supported Windows XP all editions Windows Server 2003 IE 7 Office 2007 SQL Server 2005 SharePoint Services 3.0 Office SharePoint Server 2007 Office Communicator 2007 November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 - SYSTEM Home Page Changes General Journal Batch History Select Printer at time of Print Support for http:// in Report Destination form Ability to Print SSRS Reports from forms Excel Export Using Open XML Enhance the AltMod windows with a mark all/unmark all functionality November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – EMAIL ENHANCEMENTS 64-Bit Outlook Supported Email Indicators on Navigation Lists Password Protection on word documents Ability to use Word templates for RM Statements Ability to Email additional Word templates for SOP November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – GENERAL LEDGER Journal Entry Inquiry for History Reconcile Bank Reconciliation Reconcile Inventory Year End Close options Currency Translation Average Exchange Rate calculation November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – FIXED ASSETS Historical Depreciation Reports Reset History in Detail Restrict Displaying Reset Transactions Lock Fixed Assets Year Process Progress Bars Mass Depreciation Reversal Independent Fixed Assets Calendars Define Short/Long Calendar Years November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – FIXED ASSETS Autogenerate Next Asset ID Intercompany Asset Transfer Fixed Assets Transactions Batches Post in Detail to General Ledger Analytical Accounting Integration with Fixed Assets Documentation Updates for MACRS November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – PAYABLES 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 EFT Length and Delimitation Options Edit Payables Transactions: Remit to Address 1099 Information PM Reprint Checks and Remit Forms Added a 1096 Form November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – RECEIVABLES Ability to rename the User Defined fields on the Customer Address Multi-Currency apply in Cash Entry Ability to Email RM Statements using Word Templates Ability to save the default sort order for Customer (and Vendor) Lookups November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – INVENTORY Item Standard Cost adjustment post to GL Multi-Serial Number select Inactivate a Site and Item Site Reason Codes for stock movements/adjustments Inactive Item Bin Transfer History November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – SOP/MFG Additional Word Templates for SOP Print Button on Pick List Shortage Inquiry (Mfg) Ship to Address has different Company Name Relate / Link Items for suggestions on Sales Consolidated Invoicing November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – PURCHASE ORDER Document Attach Tolerance Handling Track Serial Numbers for Drop Ship items Allow prepayments on a PO Prevent PO close prior to Invoice Match November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – FIELD SERVICE Add Field Service Allocations to Item Allocation Inquiry Window Update Back Order Quantity in Item Maintenance RMA Entry - Update Contact & Address ID Consolidate Revenue Recognition Item Description from RMA Credit Multi-User check in RMA Entry Equipment Super Session Hotline Update RMA Return Quantity and Type November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – FIELD SERVICE Ship to Address Integration to SOP Cross Ship RMA consolidation Honor Discontinued Item Status Auto Populate Customer ID Add a Contract Number search in Revenue recognition window Allow contract line to be moved to another contract even if on an open service call Option to have an equipment card created when manufacturing receives a serialized item into inventory November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – PAYROLL Check Build Exception Report Stop Duplicate Checks Pay Code History Edits Pay Code, Deduction and Benefit Modifier FICA and TSA Deductions Human Resource Calendar Negative Carryover PTO Detail and History PTO Manual Checks Year End PTO November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com WHAT’S NEW IN GP 2013 – HUMAN RESOURCES Life Insurance Enhancements Requisition Navigation Lists Mandatory Arrears Template and Reminders Deduction in Arrears Reporting Voucher Description, Document Numbers and Consolidation for Payroll Integration to Payables Advanced HR new warning Notice and ability to delete History Records Customer Fields for Advanced HR November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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MANAGEMENT REPORTER 2012 HIGHLIGHTS November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com MANAGEMENT REPORTER 2012 HIGHLIGHTS Attach comments to important rows in a report version Copy comments from one version of a report to another Quickly create a chart based upon selected report rows and columns Collaborate on a report by providing a link to current report and selected row when launching instant messenger client from within a report Easily page within a report Jump to key areas of report for fast analysis Locate key features in Report Viewer with enhanced toolbar Find a key value in a report, such as account value or description November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com MANAGEMENT REPORTER 2012 HIGHLIGHTS Personalized and secured view of data for all output types More secured report output options Publish to a read-only (.xps) report format Publish a personalized Microsoft® Excel® (.xlsx) file More report distribution flexibility Schedule reports to generate on a periodic basis Publish reports to multiple Microsoft® SharePoint® or any network location E-mail reports via SharePoint alerts E-mail a link to a report from within Report Viewer November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com MANAGEMENT REPORTER 2012 HIGHLIGHTS Quickly identify accounts/dimensions that have been omitted from report building blocks Control how account descriptions are formatted Easily save and reuse dimension combinations when designing reports Format headers for rolling forecasts November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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DYNAMICS GP 2013 PREVIEW BETA November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com RESOURCES TrinSoft Website – www.trinsoft.comwww.trinsoft.com TrinSoft Blog - http://www.trinsoft.com/Resources/Blog/tabid/322/Default.aspx http://www.trinsoft.com/Resources/Blog/tabid/322/Default.aspx TrinSoft eNews - http://www.trinsoft.com/Resources/eNews/tabid/393/Default.aspx http://www.trinsoft.com/Resources/eNews/tabid/393/Default.aspx TrinSoft Dynamics Tips - http://www.trinsoft.com/Resources/DynamicsTips/tabid/448/Default.aspx http://www.trinsoft.com/Resources/DynamicsTips/tabid/448/Default.aspx TrinSoft on LinkedIn - http://www.linkedin.com/company/trinsoft- llc?trk=hb_tab_compy_id_126535http://www.linkedin.com/company/trinsoft- llc?trk=hb_tab_compy_id_126535 November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com RESOURCES Microsoft Dynamics Communit y - http://www.microsoft.com/dynamics/customer/en-US/community.aspx http://www.microsoft.com/dynamics/customer/en-US/community.aspx Microsoft Dynamics CustomerSource - http://www.microsoft.com/dynamics/customer/en-us/access- customersource/default.aspx http://www.microsoft.com/dynamics/customer/en-us/access- customersource/default.aspx Dynamics GP User Group (GPUG) - http://www.gpug.com/http://www.gpug.com/ November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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trinsoft.com November 7, 2012 We appreciate YOU and your continued support! tmorris@trinsoft.com CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.
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