GP2013 R2: Pain or Gain? (Part 1)
What? Another upgrade?
Microsoft Dynamics GP2013 R2 is out – hurray! So, now what? Should you invest time and money to upgrade to GP2013 R2? Or should you stick to your current version of Dynamics GP because everything is working fine and life is good?
Here are some questions you may be asking about GP2013 R2:
- Why should I upgrade to Microsoft Dynamics GP2013 R2?
- What are the new features included with this release?
- What are Companion Apps and how can I use them in my environment?
- What is the GP Web Client? How does Web Client compare to Desktop installation, or should I use both?
- Workflow! What is that? Do I really need workflows?
- Is there any out-of-the-box Dashboard reporting available in Microsoft Dynamics GP2013 R2?
- Are there any changes in the financial reporting tool (Management Reporter)?
- Can I redesign/change my SmartList report without buying the SmartList Builder tool?
- Will this GP upgrade increase my team’s efficiency and productivity?
- Will this GP upgrade help me to improve any of my existing processes?
It seems that these are questions that every CFO or Controller asks with each new release of Microsoft Dynamics GP. Luckily, we at Corporate Renaissance Group have the answers!
Why Dynamics GP2013 R2? New Features
1. With Microsoft Dynamics GP2013 R2, you can open a closed fiscal year in the General Ledger. To do this:
- Take a backup of your company database.
- Go to Financial > Routines > Financial > Year end closing > Reverse Historical Year and select the year you want to open.
- Click ‘Process’.
2. You can paste GL transactions directly from Microsoft Excel into Microsoft Dynamics GP2013 R2 without using Integration Manager. Follow these steps:
- Within the Excel worksheet, select the relevant information and click ‘Ctrl – C’ to copy.
- Open Microsoft Dynamics GP2013 R2.
- Open a transaction entry window by selecting Transaction > Financial > General.
- Create the Batch ID, enter the Transaction Date and enter the Reference.
- Select the first row in the transaction entry and click the ‘Paste’ button. You will also receive the GL validation report.
3. With Dynamics GP2013, changing or combining an Account, Customer, Vendor and Item Id is not a problem anymore. Follow these steps:
- Go to PSTL and run PSTL Main Setup.
- Go to PSTL and click on PSTL Main Setup again. This time you will see the following screen:
- Select the ‘Acct Modifier/Combine’ option and click ‘Next’.
- In the ‘Account Number’ field, select the account number you want to change.
- In the ‘Convert To Account Number’ field, enter the new account number.
- Click ‘Convert’ and then click ‘Continue’.
Stay tuned for more answers to your questions about GP2013 R2 in my next post, GP2013 R2: Pain or Gain? (Part 2)!
Please contact us with any questions you have about GP2013 R2. We are here to help!
This GP Tip was written by:
Mansoor Lakhani is an IT professional and Microsoft Certified Technology Specialist with a MBA degree in Management Information System and a Masters degree in Computer Science. Mansoor has over than 23 years of broad experience in several key technical areas, including Database Management, Management Information Systems, ERP Solutions & Implementations, Management Training, Business Intelligence, LAN/WAN Networks, Server application and configuration, TCP/IP administration, Process implementation, System Analysis, System Development and Troubleshooting and End user Training, Mansoor has been a Senior Business Solutions Consultant, Microsoft Dynamics GP at Corporate Renaissance Group since 2005.
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