What’s new in Dynamics GP: Distribution Jodi Christiansen Microsoft

Distribution new features 11/21/2018 Distribution new features GP 2015 GP 2015 R2 GP 2016 © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Edit Email for Historical documents 11/21/2018 GP2015 Edit Email for Historical documents Edit from the inquiry windows Re-send emailed invoices, orders, statements, etc. to customers Re-send emailed purchase orders to vendors STDINV2263 in Sales Documents © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Historical Received Not Invoiced SRS Report 11/21/2018 GP2015 R2 Historical Received Not Invoiced SRS Report Created a new SQL Reporting Service Report to have a cutoff date based on transaction date or GL post date to allow customers to use the report for historical purposes. Created a new SQL Reporting Service Report to have a cutoff date based on transaction date or GL post date to allow customers to use the report for historical purposes. A new SQL Reporting Services Report based off the current Received not Invoiced report but add new functionality by adding a cutoff date based on transaction date or GL post date to allow customers to use the report for Historical purposes.  This report will allow users to see what was received into inventory but not invoiced yet as of a specific date. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Purchasing All-in-One Document View 11/21/2018 GP2015 R2 Purchasing All-in-One Document View View all related purchasing documents for a single transaction in one window Select a purchasing invoice and window will refresh to show POs, receipts, payments, etc. Accessible from Vendor Maintenance, many purchasing inquiry windows, navigation lists and the home page This is a newly designed window inside of Microsoft Dynamics GP 2015 R2 enables users to view related purchasing documents in the same window.  Accessible from the Vendor Maintenance window, many purchasing inquiry windows, Navigation lists and even the Home Page this window will save users time in searching for all relevant information for a purchasing document.  The most recent documents will default into the window and to see the next set of 5 transactions use the navigation buttons under each column.  By selecting the checkbox for one document the window redisplays all columns with only the related documents.  For example, select a purchase order and then only the receipts, invoices, payments, and returns related to that PO are displayed.  The Filter icon allows users to select open and/or historical or saved vs. posted documents in the Purchasing All in One Document View window.  The options are specific to each column and saved per user allowing users to customize what they want to see.  Specific searches are also enabled in the filter window to narrow down the search results.  The clear filter icon with the red x will clear all filters and reset to the defaults.   The Options button will allow users to select which columns they want to see in this window.  For example, if customers do not use Purchase Orders, they can uncheck the box and the first column would be receipts.  By default the Credit Documents column does not display but with this column checked up to six columns of data can be shown.  © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Email all purchase orders and sales orders 11/21/2018 Email all purchase orders and sales orders GP2015 R2 Can email all document format types short, long (sales) and other (purchasing) © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo

GP 2016

Prepayment on Purchase Order Total amount 11/21/2018 Prepayment on Purchase Order Total amount Prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous Entire PO amount can be included in the prepayment . © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Project Accounting fields in Requisition Entry 11/21/2018 Project Accounting fields in Requisition Entry Project Number and Cost Category ID fields available in Purchase Requisition Entry window Requisitions with project and cost category can still go through workflow process Project and cost category will flow to Purchase Order © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Project Expenses – Document Attachment 11/21/2018 Project Expenses – Document Attachment Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry Header and line attachments such as receipts can now be added to an employee expense Attachments will flow from PTE to Project Accounting to Payables © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Column Names in PTE Employee Expense Entry 11/21/2018 Column Names in PTE Employee Expense Entry Field names have been changed/added for improved data entry Unit Cost and U of M fields added Item field is now Cost Category ID Billing is now Bill Type Amount is now Purchases © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/21/2018 Add reports to PTE PTE Timesheet Edit List can now be printed from the PTE Timesheet Entry window PTE Expense Report Edit List can now be printed from the PTE Expense Report Entry window © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sales All-in-One Document View 11/21/2018 Sales All-in-One Document View View all related sales documents for a single transaction in one window Accessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home page Pull up Adam Park – ORDST2028 marked would show invoice STNINV2028 and Payment PYMNT000000000052 NOTE – you have to close the window to get things to show up…the new window selected is opening behind the All in one window right now. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Inventory All-in-One Document View 11/21/2018 Inventory All-in-One Document View View quantity in and quantity out transactions for one item in one window Accessible from Item Maintenance, many item inquiry windows, navigation lists and the home page WIDGET ITEM HAS TRX- © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo

Speaker contact info Jodi Christiansen Microsoft jchrist@microsoft.com