MICROSOFT DYNAMICS™ GP 9.0 WHAT'S NEW

MICROSOFT DYNAMICSTM GP 9.0 WHAT'S NEW

Last Revision: November 2005

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Table of Contents

Introduction to What's New in Microsoft Dynamics GP 9.0

1

Microsoft Dynamics GP Training Courseware Elements....................................... 4 Student Objectives ................................................................................................ 6

Chapter 1: What's New in Microsoft Dynamics GP Installation

7

Objectives.............................................................................................................. 7 Introduction............................................................................................................ 7 Standard Installation Process................................................................................ 8 Microsoft Dynamics GP Client Installation - Mass Deployment.......................... 18 Automatic Updates .............................................................................................. 24 Conclusion........................................................................................................... 28 Quick Interaction: Lessons Learned .................................................................... 29

Chapter 2: What's New in Foundation

31

Objectives............................................................................................................ 31 Introduction.......................................................................................................... 31 Calendar Control Date Fields .............................................................................. 32 Report Lists ......................................................................................................... 33 My Reports .......................................................................................................... 34 Setup Checklist ................................................................................................... 36 Docked Help........................................................................................................ 39 Schedule Backups............................................................................................... 40 Role-based Home Pages .................................................................................... 42 SmartList Additions ............................................................................................. 49 Quick Interaction: Lessons Learned .................................................................... 51

Chapter 3: What's New in Financials

53

Objectives............................................................................................................ 53 Introduction.......................................................................................................... 53 Auto Populate GL Account Descriptions ............................................................. 54 User-Defined Labels in GL .................................................................................. 55 Miscellaneous Checks......................................................................................... 56 Bank Reports....................................................................................................... 57 Edit Payables Check Batch ................................................................................. 58 Remit to Address for Payables Transactions ...................................................... 60 Analytical Accounting Integration to Purchase Order Entry................................. 62 Quick Interaction: Lessons Learned .................................................................... 64

Chapter 4: What's New in Business Portal

65

Objectives............................................................................................................ 65 Introduction.......................................................................................................... 65 Order Management ............................................................................................. 66 Copy a Business Portal Role............................................................................... 68 Project Accounting Data Access ......................................................................... 69 Requisition Management Account Query Restrictions ........................................ 71 Project Transaction Processing from Business Portal......................................... 72 Support for Sales Orders in Electronic Document Delivery................................. 73 Business Portal Support for Attendance Integration............................................ 74 Mass Import of Users .......................................................................................... 75

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What's New in Microsoft Dynamics GP 9.0

Conclusion........................................................................................................... 79 Quick Interaction: Lessons Learned .................................................................... 80

Chapter 5: What's New in Project Management & Accounting

and Field Service

81

Objectives............................................................................................................ 81 Introduction.......................................................................................................... 81 Unified Purchasing .............................................................................................. 82 Multicurrency Billing ............................................................................................ 89 Cost Transaction Adjustments............................................................................. 92 Editable User Defined Field Labels for Fees ....................................................... 95 Field Service Contract Transfer Audit.................................................................. 96 Field Service Completed RMA Report................................................................. 97 Consolidate Service Call Invoice and Credit ....................................................... 97 Field Service Contract Auto-renewal ................................................................... 99 Field Service Evergreen Contracts.................................................................... 100 Conclusion......................................................................................................... 104 Quick Interaction: Lessons Learned .................................................................. 105

Chapter 6: What's New in Distribution Series

107

Objectives.......................................................................................................... 107 Introduction........................................................................................................ 107

Purchase Order Processing Simplicity - Purchase Order Processing .............. 108 Bin Override at Receivings - Purchase Order Processing................................ 112 Bin Enhancement Lookup - Inventory Control .................................................. 113 Stock Count Alerts - Inventory Control ............................................................. 115 Costing Enhancements - Inventory Control ...................................................... 118 Sales Document Lookup - Sales Order Processing ......................................... 122 Conclusion......................................................................................................... 124 Quick Interaction: Lessons Learned .................................................................. 125

Chapter 7: What's New in Manufacturing Series

127

Objectives.......................................................................................................... 127 Introduction........................................................................................................ 127 Bill of Materials Position Numbers..................................................................... 128 Visibility of MRP Suggested Orders in CRP ...................................................... 130 Auto Select Serial and Lot Numbers ................................................................. 131 Manufacturing Picklist Shortage Inquiry ............................................................ 135 Update Picklist in MO ........................................................................................ 136 Conclusion......................................................................................................... 139 Quick Interaction: Lessons Learned .................................................................. 140

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Introduction

INTRODUCTION TO WHAT'S NEW IN MICROSOFT DYNAMICS GP 9.0

Training is a vital component of retaining the value of your Microsoft DynamicsTM GP investment. Quality training from industry experts helps to keep you updated on your solution, and develop skills to maximize the value of your solution. Whether choosing e-learning, instructor-led training, or self-paced study using training manuals, there is a type of training that meets your needs. Additionally, validate your training and demonstrate your expertise with one of many Microsoft Dynamics GP certification designations. Choose the training or certification type that best enables you to stay ahead of the competition.

E-Learning

Microsoft Dynamics GP offers online training to help you increase your productivity without spending time away from your home or office. eLearning allows you to learn at your own pace through flexible access to training, therefore proving beneficial for those lacking the time or budget to travel. eLearning is available in the Foundation Library or as an eCourse.

Foundation Library

The Foundation Library is a fee-based collection of overview tutorials specific to the Microsoft Dynamics GP family of products. These tutorials have the following features:

? Covers a broad range of topics at a high level, and typically does not exceed 60 minutes in length

? Provides tips and tricks to show you how to increase productivity and save time

? Enables you to learn about the changes in features and functionality of a new version

? Allows you to evaluate a new module or product from Dynamics GP Solutions

Foundation Library subscriptions are available for individual purchase or through partner and customer service plans.

eCourses

eCourses are fee-based online training designed to cover detailed concepts on specific product areas and can allow you to:

? Gain in-depth technical and business application training through daily on-demand training

? Learn at your own pace - lessons can be stopped and restarted, skipped or repeated

? Save time and increase your productivity

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