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© 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent.

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Presentation on theme: "© 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent."— Presentation transcript:

1 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. ONESOURCE INTEGRATION MICROSOFT DYNAMICS GP

2 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. 10,000+150,000+ ONESOURCE ClientsONESOURCE Users $12.6 Billion55,000 Annual Revenue Stock symbol - TRI Thomson Reuters Employees 100+97% Countries of OperationCustomer Retention THOMSON REUTERS ONESOURCE

3 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. Enterprise ONESOURCE SAMPLE CUSTOMERS Powered by proven enterprise technology & tax research Cloud

4 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. Dynamics GP INTEGRATION OVERVIEW Supported Processes: 1.Customer & Sales Ship-to Address Cleansing 2.Sales Order Processing 3.Invoice Entry 4.Purchases 5.Project Accounting USPS certified address validation 14,000+ US/CAN Tax Authorities Product/Service Taxability categories Exemption certificates Sales & use tax calculation Sales & use tax centric canned reports Signature-ready returns Real-time Tax Calculation

5 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. DYNAMICS GP VERSIONS & REGIONS SUPPORTED MS DYNAMICS GP SQL SERVER DATABASE Regions* GP 2010 SP4MS-SQL 2008 R2United States GP 2013 R2 MS-SQL 2012 & MS-SQL 2014 Canada GP 2015MS-SQL 2014 * The current release of ONESOURCE for Dynamics GP supports transactions in the US and Canada only. As ONESOURCE natively supports VAT, Dynamics GP customers can take advantage of VAT Calculations using Data File Integrator or Web Services.

6 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. Dynamics AX DYNAMICS AX INTEGRATION OVERVIEW Supported Processes: 1.Customer Address Cleansing 2.Sales Journals 3.Sales Quotes 4.Sales Orders 5.Return Orders 6.Credit Notes 7.Free Text Invoicing USPS certified address validation Product/Service Taxability categories Exemption certificates Sales tax calculation Tax centric reporting Signature-ready returns Real-time Tax Calculation Release Date: December 11, 2015 Scope: US and CA Sales Tax Supported Version: AX 2012 R3/SQL Server 2012, 2014

7 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. ONESOURCE INTEGRATION INSTALLATION With support from Thomson Reuters’ Consulting, integration installation is comprised of the following steps: 1.Download the software from our client web site 2.Extract and install the server and client components for the integration 3.Configure the interface logging function 4.Initialize the GP company

8 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. ONESOURCE CONFIGURATION SETUP IN DYNAMICS GP After installation, ONESOURCE provides an integration configuration screen for simplified setup

9 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. DETAILED: ONESOURCE CONFIGURATION IN DYNAMICS GP Default Tax expense and liability accounts Your ONESOURCE Solution connection details Your ONESOURCE Address Cleansing connection details Tax Code setup for: freight, miscellaneous, & non- inventoried Country configuration and progress bar toggle

10 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. ONESOURCE ADDRESS VALIDATION DEMO - RESULT Validated address displayed with the options to: 1.Accept proposed address and save 2.Edit address and revalidate 3.Cancel

11 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. SALES ORDER PROCESSING ONESOURCE Fully supports the entire Order to Cash process Tax is automatically calculated for: 1.Quotes 2.Orders 3.Invoices 4.Returns

12 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. VIEW TAX DETAIL

13 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. HOW CAN YOU PARTNER WITH US? Partner Model 1.Channel Partner –Revenue Share for every sale that you bring to us –The more customers you bring, the more $$$ you make –Partner with us on multiple ERP Solutions 2.Trusted Implementation Partner –You decide if you want to provide implementation services –We provide the training, you do the implementations –This revenue-generating opportunity also provides career growth for your team

14 © 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent of Thomson Reuters. "Thomson Reuters“, ONESOURCE, and the Thomson Reuters logo are trademarks of Thomson Reuters and its affiliated companies. NEXT STEPS 3 Simple ways to learn more about ONESOURCE and partnering with Thomson Reuters: 1)Stop by our booth and we will talk to you 1:1 2)Attend our next GP webinar. 3)Call or email us and we will schedule 30 minutes to talk to you


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