What’s New in GP 2015 Webinar

Hear the reasons customers are upgrading to Microsoft Dynamics GP 2015. We will cover the improvements made in the following areas:  System Wide, Web Client, Business Intelligence (BI), Financials, and Distribution.

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GP 2013 R2 – New Workflow Module

When Microsoft released Dynamics GP 2013 R2, they released some great functionality – one of the best was the new workflow module.  There are four Workflow Types available in Microsoft Dynamics GP 2013 R2.

1. Purchase Requisitions
2. Purchase Order
3. Project Time
4. Payroll Time

The release of GP 2015 is just around the corner and with that announcement; we are expecting 4-5 additional out of the box workflow objects.

The configuration of the new workflow features is similar to the ‘old’ SharePoint workflow.  You start, for example, with a purchase order and based on defined steps, the workflow can be routed to different approvers –the assignment can be an approval or task.

Workflow Example

When the document/transaction has been assigned to a user for approval, an email message can be sent to the approver. The email message displays information about the document/transaction and will contain a link. When the user clicks this link, a window appears where the user can approve or reject the document/transaction.  This means, that non-GP users have the ability to approve a purchase order without navigating to SharePoint.  Line detail for the document can be included in the email.

Workflow Assigned for Approval

Much of this functionality sounds very similar to the existing SharePoint workflow functionality – the significant different is that this is now all dexterity based. Which means dexterity programmers will be able to create new workflow objects.  If you have a 3rd, party product or customization, workflows can easily be designed to contain the field elements you wish to include in the approval process.

GP 2013 R2 – New Features to Suggest Item

When GP2013 was released the Item Maintenance window allowed for users to assign up to 5 items in the Suggest Sales Item Entry that could be used as suggestions during the sales order process.  GP2013 R2 enhanced this functionality with several new features.

During the Sales Transaction entry process the user can see the quantity available in the default warehouse and change the warehouse to a new site if needed.  The user can also update the unit price.  The suggested quantity brought into the sales order set to the default unit of measure.

Suggest Sales Item Entity within Microsoft Dynamics CRM

(Click to Enlarge)

An Analyze button was added to the suggest item maintenance window.  This allows users the ability to see what items have been sold in conjunction with the primary item as well providing suggestions for the quantity to suggest…

Analyze Button in Suggest Sales Item in Dynamics CRM

The suggestion can be run by date and document type.

Date and Document Type in Suggested Sales Item in Dynamics CRM

Once the calculate button is selected, the Suggested Sales Item Analysis window will provide the user with a list of items that may be good suggestions with a percent fit.  The user can change the suggested quantity and add 5 items to the list and select the priority or sort order for the item.

Items Suggested by Dynamics CRM

These features add some flash to a Sales Transaction entry window that has needed some updates.   While I don’t think it will eliminate the need to use other products like Sales Pad for sleeker order entry, it certainly could be used to put free or ancillary products on the order without having to have the user remember to add the lines.

T&E Expense Reporting For Dynamics GP Has Never Been Easier!

Ask any sales person what they dislike the most after a busy and successful sales trip? The inevitable answer is the dreaded expense report!

There are no prizes for guessing that in companies around the world, expense reports are still despised. Yet many companies still process expense reports manually and continue to struggle with it. In today’s paperless world, filling out expense reports in Excel, printing them out and attaching receipts using scotch tape is definitely outmoded. And that is where technology and automation come to the rescue.

Click here to join us on the webinar to learn more and see a live demo of the solution.

The main reason that many companies struggle to take the first step when it comes to automating the expense reporting process is not knowing where to start. Aberdeen Research Group’s report (‘Expense Management for a New Decade and The Mid-Market Expense Management Program’) says that:

  • 56% of mid-market companies have limited visibility into T&E spending
  • Only 33% leverage cloud-based expense reporting solutions
  • Only 28% utilize corporate credit cards and integrate the data in T&E systems
  • Just 15% provide T&E data to C-level executives for financial forecasting purposes

The good news is that cloud-based T&E expense reporting software like Gorilla Expense have made the automation process very economical and easy to manage. The software provides significant reduction in expense processing costs and removes frustrations for the travelers and accounting teams.

To reap the benefits and take the hassle out of this process, here are some areas for companies to start planning and execute on immediately:

– Utilize the latest technology to automate T&E expense reporting and eliminate manual work

Gorilla Expense provides multiple options for companies to automate the T&E process and for users to submit expenses – mobile, web, corporate credit card import and email forwarding. By utilizing the mobile app, the entire expense report can be submitted from the mobile device by the user without having to get in front of a computer!

The advantage for the user is that the expenses are done immediately after incurred along with all the relevant information including expense categorizations and receipts. Since the managers can approve expense reports on the mobile device, their work becomes quick and simple too.

– Send the expense data to Dynamics GP with a click and stop manual data entry

Once the expense report is approved, the most preferable way is to send the data to GP through an automated integration, without having to manually key in the data.

Gorilla Expense’s ‘1-click’ integration can send the data to GP in one single click! The standard and most common integration is to Payables within GP. Here, Gorilla Expense sends expense data as a Payable Transaction Entry within Purchasing.

Gorilla Expense can also integrate the data to the Project module in GP for project related expenses. The project managers can be setup as approvers in the chain so that there is full visibility of T&E spend related to projects.

– Educate and train employees on T&E best practices, policies and processes

Companies that are serious about tackling the challenges associated with a manual T&E process must provide clear guidelines to employees and communicate them consistently.

When it comes to policies, companies must inform and educate employees about what are considered soft violations, what are hard violations and what are the ramifications for breaking policies.  Companies must appoint a designated expert who can answer questions from employees and clarify doubts.

In conclusion, by simply following these highlighted steps, companies can derive benefits immediately and make life easier for the road warriors and accounting personnel.

The benefits are immediate and immense – improved productivity for all users involved, greater visibility for the stakeholders, increased compliance, better morale for the travelers and taking emotion out of expense reporting.

Interested in learning more about the benefits of T&E automation? Curious to review the mobile app and manager approval? Want to see the GP integration in action?

Click here to join us on the webinar to learn more and see a live demo of the solution.