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RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady Curtis

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Page 1: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

RG Connect 2015Smarter. Faster. Together.

Hidden Gems In Microsoft Dynamics GP That You Already Own

Presented by: Tim Tobias, Janice Barrett, Brady Curtis

Page 2: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Building Now For Your Future

Evolution of the GP License

GP Version 10 and 2010

• Module Based

Standard or Professional

• Business Ready Licensing (2006)

BE or AM

GP Version 2013 and 2015

• Perpetual Licensing

Page 3: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Microsoft Dynamics GP 2015 Perpetual Licensing

3 User Types for GP

Full User (Concurrent) = $3,000 each

Limited User (Concurrent) = $600 each

Self Service User (Named) = $60 each

4 Dynamics GP module packs

Starter Pack (includes 3 users) = $5,000

Extended Pack = $10,000

Customization Pack = $6,000

Extended HR and Payroll = $7,000

Page 4: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Key Advantages of Perpetual

1. Customers receive nearly all GP modules in new packaging (starter and extended)

2. Payroll & HR are included (Unlimited)

3. Management Reporter - Unlimited Users

4. Removal of Light User Requirement

5. Forecaster – Unlimited Users (Requires Extended Pack)

6. Business Portal – Unlimited Users

7. Existing Customers Transition at No Cost* when upgrading to GP 2013

*Please note – license deactivation after July of 2012 does impact the cost

Page 5: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Starter Pack FunctionalityFinancial Management

General Ledger

Account Level Security

Cash Flow Management

Fixed Asset Management

Intercompany

National Accounts

Multicurrency Management

Analytical Accounting

Revenue/Expense Deferrals

Bank Reconciliation

Electronic Banking Suite

Safe Pay

Cashbook Bank Management

Electronic Bank Management

Electronic Reconciliation Management

Payables Management

Receivables Management

Customer/Vendor Consolidations

Lockbox Processing

Refund Checks

Grant Management

Encumbrance Management

Field Level Security

Dynamics Process Server

Business Intelligence &

ReportingUnlimited Mgmt Reporter Designer User

Unlimited Mgmt Reporter Viewer User

Analysis Cubes Library

Advanced Analysis Cubes Library

Human Resource

ManagementHuman Resources Unlimited Employees

Payroll (US) Unlimited Employees

Payroll (Canada) Unlimited Employees

Payroll Direct Deposit

Federal Magnetic Media

Payroll Connect

Position Control

Employee Pay

Employee Profile

HR Time Management

Supply Chain

ManagementInvoicing

Sales Order Processing

Extended Pricing

Order Management

Inventory Control

Bill of Materials

Purchase Order Processing/Receivings

Landed Cost

PO Generator

Requisition Management

Configuration and

DevelopmentModifier with Visual Basic for

Applications

Customization Site License

Integration Manager - Conversions

CRM Connector for Microsoft Dynamics

Service Based Architecture

Identity Management

Workflow

Page 6: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Revenue/Expense Deferrals• Automatically defer revenue and expenses with

general ledger postings to future periods.

• Available in the following modules: General Ledger Payables Management Receivables Management Sales Order Processing Purchase Order Processing Set up pre-defined Deferral Profiles or define deferral

period and method by transaction.

• Set up pre-defined Deferral Profiles or configure deferral period and method by transaction.

• Automatically post to future fiscal periods even if closed.

RG Connect 2015 Smarter. Faster. Together.

Page 7: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Revenue/Expense Deferrals

RG Connect 2015 Smarter. Faster. Together.

Page 8: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

National Accounts

• Allow the definition of parent/child relationships between customers.

• Apply payments from parent customer to invoices from child customers in one single transaction.

• Credit limit and customer holds can be applied across all consolidated customers.

RG Connect 2015 Smarter. Faster. Together.

Page 9: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

National Accounts

RG Connect 2015 Smarter. Faster. Together.

Page 10: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Customer/Vendor Transactions

• Designed to accommodate situation in which a customer is also a vendor.

• Allows for application of Receivables module invoices against Payables module invoices or vice versa.

• Simplifies data and entry and reduces the number of transactions.

RG Connect 2015 Smarter. Faster. Together.

Page 11: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Customer/Vendor Transactions

RG Connect 2015 Smarter. Faster. Together.

Page 12: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

• Questions?

RG Connect 2015 Smarter. Faster. Together.

Page 13: Smarter. Faster. Together. · RG Connect 2015 Smarter. Faster. Together. Hidden Gems In Microsoft Dynamics GP That You Already Own Presented by: Tim Tobias, Janice Barrett, Brady

Thank you!

RG Connect 2015 Smarter. Faster. Together.