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Trinsoft.com THINK AHEAD. GET AHEAD. November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

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Presentation on theme: "Trinsoft.com THINK AHEAD. GET AHEAD. November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD."— Presentation transcript:

1 trinsoft.com THINK AHEAD. GET AHEAD. November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

2 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.

3 trinsoft.com November 7, 2012 ROADMAP CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

4 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.

5 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.

6 trinsoft.com BUSINESS ANALYZER November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

7 trinsoft.com SMARTLISTS AND SMARTLIST BUILDER November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

8 trinsoft.com EXCEL REPORTS AND EXCEL REPORT BUILDER November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

9 trinsoft.com SSRS November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

10 DYNAMICS GP 2013 WHAT’S NEW November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

11 trinsoft.com WEB CLIENT November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

12 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.

13 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.

14 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.

15 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.

16 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.

17 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.

18 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.

19 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.

20 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.

21 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.

22 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.

23 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.

24 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.

25 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.

26 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.

27 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.

28 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.

29 MANAGEMENT REPORTER 2012 HIGHLIGHTS November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

30 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.

31 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.

32 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.

33 November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

34 November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

35 November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

36 DYNAMICS GP 2013 PREVIEW BETA November 7, 2012 CUSTOMER CONFERENCE 2012 – MOVE YOUR BUSINESS FORWARD.

37 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.

38 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.

39 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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