- Account Level Security — Enhance security and account views by allowing users to enter, edit, and view information from a reduced account set, based on the access granted for General Ledger accounts on a per-user basis.
- Analytical Accounting — Analyze financial data by whatever criteria you choose for greater reporting flexibility and usability. Track financial data by various dimensions, such as region or profit center, without adding to your chart of accounts.
- Bank Reconciliation — Reconcile from your checkbook ledger to the bank’s records through a single, automated process. (Two versions are available for international needs).
- Cash Flow Management — Customizable views and forecasting tools enable you to control, predict, and monitor inflows and outflows.
- Collections Management — Minimize collections workload, improve your cash flow, and reduce bad debt expense with customizable information views and automated bad debt management tools.
- Customer/Vendor Consolidations — Quickly transfer information between Receivables Management and Payables Management to create a customer record that uses information already available in a vendor record, and vice versa.
- Electronic Bank Management — Streamline set-up, entry, maintenance, and reconciliation for all transactions on your bank statement including payments to creditors, cash receipts from debtors, and bank charges.
- Electronic Banking Suite — Includes ERM (Electronic Funds Transfer for Receivables Management), EBR (Electronic Bank Reconciliation) and EPM (Electronic Funds Transfer for Payables Management).
- Encumbrance Management — Locate and track budget information, query current or historical data, and streamline period-end and year-end reporting processes.
- Field Level Security — Apply passwords or block access to fields, forms and windows. Or, hide, lock, or disable fields.
- Fixed Asset Management — Improve financial control and put company assets to the best possible use with tools for tracking, analyzing, and manipulating fixed assets.
- General Ledger with AFA — Maintain all of your financial journal entries and budgets with a double-entry accounting ledger.
- Grant Management — Not-for-profit and public sector organizations can automate grant management processes to track funds more easily, demonstrate accountability, and help attract future funding.
- Intercompany — Set up and maintain relationships so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies.
- Lockbox Processing — Automatically import and apply customer payment information from a lockbox transaction file provided by your bank. Lockbox Processing provides reliable receivables information, improved funds availability, and greater fraud protection.
- Multicurrency Management — Process invoices, checks, statements, packing slips and much more in multiple currencies.
- National Accounts — Define a national account relationship between multiple customers. A customer may be defined as the “parent” account to which “child” customers can then be added. This allows a payment received from the parent company to be applied across any of the child customers’ payments. Credit documents can also be applied from the child customer to any other member of the national account.
- Payables Management — Automate routine and complex accounts payable tasks with real-time statistical history, easy reconciliation, account control, payment scheduling, and tracking.
- Process Server — Move processor-intensive tasks off employees’ computers and onto dedicated process servers, avoiding costly slowdowns.
- Receivables Management — Analyze customer activity and control your accounts receivable with easy reconciliation and automated processes for invoices, receipts, finance charges, and statements.
- Refund Checks — Print refund checks for customers with credit balances, automatically debit the customer and update the ledger.
- Revenue/Expense Deferrals — Simplify deferring revenues or distributing expenses with the ability to make entries for future periods within General Ledger, Receivables Management, Payables Management, Sales Order Processing, Purchase Order Processing, and Invoicing.
- Safe Pay — Generate an electronic file of authorized checks and voids to the bank, and enable the bank to confirm the authenticity of a check number and amount before payment.
- Key Performance Indicators — Give executives and decision makers access via a web portal to the key business metrics they need to quickly assess the health of the company and make informed choices.
- Microsoft Forecaster (1 User included with each AM user; Additional Users available a la carte) — Gain control of the entire budgeting and planning process. Forecast accurate budgets and collaborate easily with your entire management team.
- Management Reporter Designer — Replaces FRx: (1 user included for each Business Essentials user). Additional users sold separately.
- Available to Promise — Help ensure the proper inventory is available at the right time to meet customer needs, make firm delivery promises, and boost profitability.
- Bill of Materials — Increase productivity with fast, flexible tracking of components and subassemblies used in light manufacturing and similar production and assembly operations.
- Inventory Control — Monitor inventory stock levels and costs and set prices on a customer-by-customer basis to stay competitive, speed fulfillment, and build loyalty.
- Invoicing — Improve invoicing efficiency with capabilities that include single-window entry for all vital information, batch processing, and easy return transaction processing.
- Landed Cost — Track and update the true cost associated with an inventory item and then automatically assign or modify costs as items are received.
- PO Generator — Automate purchasing by generating a suggested purchase order, with order point or minimum/ maximum settings that determine quantities needed based on purchasing, sales, and inventory data
- Purchase Order Processing/Receiving — Manage commitments and build lasting vendor relationships with automated purchasing and approval processes. Utilize blanket purchase orders.
- Returns Management — Generate RMAs from historical customer invoices, service calls, or manually; generate RTVs or depot work orders; and automatically transfer items from the returns warehouse to the main warehouse.
- Sales Order Processing with Advanced Invoicing — Automate the sales ordering process to improve customer service, control fulfillment and invoicing, thus minimizing shipping and labor costs.
- Manufacturing Bill of Materials — Build better, more flexible bills of materials to maximize your production efficiency. Options include engineering, manufacturing, configured, archived and even super bills that manage all alternatives associated with the configurable products you produce.
- Manufacturing Order Processing — Efficiently track and manage the entire cycle of order processing, including detailed production costs, work orders, routings, outsourcing, and work center definitions.
- Master Production Scheduling — Collect information from sales forecasts to form a single, comprehensive production schedule and automatically create manufacturing orders.
- Materials Requirements Planning — Ensure proactive planning, smart procurement decisions, and precise adjustments to production with flexible planning and analysis capabilities in addition to viewing material requirements and vendor information.
- Project Accounting — Maintain tight control over project direction, costs, execution, and budget; ensure accurate billing and accounting through tight integration with financials, inventory, and accounts receivable.
- Time & Expense — Capture, review, and approve project time sheets and expense reports through the Web, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses.
- Contract Administration — Extend the services you provide to your customers with contracts for support, maintenance, and repairs. Improve services through automated billing, flexible contract administration and maintenance, profitability tracking, and item history from inception to retirement.
- Customer Service Management — Transform your customer service into a strategic asset; give agents a 360-degree view of the customer, so that they can resolve issues quickly and reduce handling times. Thus ensuring that consistent customer service is delivered across all touch points.
- Sales Management — Utilize this intuitive interface to get your sales force quickly up to speed; boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.
Configuration and Development
- Customization Site License — Deploy Modifier with Visual Basic for Applications solutions developed by a third party if you are not licensed for the Modifier module.
- Integration Manager – Conversions — During implementation convert your data to Microsoft Dynamics GP by using this integration tool (Available for 240 days after purchase).
- Cashbook Bank Management — Attach unlimited checkbooks to your bank, make bank transfers, enter General Ledger, Receivables Management, and Payables Management transactions, post batches, and build deposits for your bank transactions. You can also import your bank statements into Microsoft Dynamics GP, and reconcile transactions at any time.
- Additional languages — Microsoft Dynamics GP is available in International English, US English, French-Canadian, and Latin American Spanish languages.
- Concur Expense Integrator — Allow customers to integrate their approved expense report data from Concur Travel and Expense into the Microsoft Dynamics GP Payables Management module with a simple import tool designed to reduce manual data entry and increase the ability to quickly pay their employees and vendors.
- Electronic Reconciliation Management — Automate electronic reconciliation and management for transactions, adjustments, and exceptions, using tools that work with any bank that supports automatic reconciliation.
- Risk Management Suite — Includes Audit Trails & Electronic Signatures
- Enterprise Reporting Base Pack — Automate reporting procedures for complete control over consolidations, financial reporting, budgeting, and analysis.
- Enterprise Reporting Designer User — Allow employees to create customized reports in Enterprise Reporting.
- Enterprise Reporting Viewer User — Give employees the right to view reports in Enterprise Reporting.
- Microsoft Forecaster (Additional users) — Gain control of the entire budgeting and planning process. Forecast accurate budgets and collaborate easily with your entire management team.
- Smartlist Builder — Create customized SmartLists that enable you to quickly link Microsoft Dynamics GP, easily add new fields to SmartList windows, and analyze data according to the criteria you define. (Now Includes Navigation List Builder, Drilldown Builder & Excel List Builder).
- Distribution Suite (Includes Advanced Distribution & Advanced Picking) — Smoothly tailor distribution to control speed, accuracy, and costs; for example, create user defined sales fulfillment process flows, define process holds, and ensure that all drop-ship line items meet requirements. Additionally, help improve visibility, reduce overhead, and increase accuracy for tailored picking routines that meet each site’s business requirements, bin sequence, or method of operation.
- Extended Pricing — Implement date-sensitive functionality for sales and promotions and create flexible pricing options and rules for customers; possibilities include standard and personalized percentage-off, value-off, and net pricing.
Manufacturing
Manufacturing Suite (Includes each of the following)
- Job Cost — Deliver a more accurate and complete view of production profitability by capturing all costs related to a job when they occur and consolidating them within a central location that’s easy to access and manage.
- Sales Configuration — Collect information from various modules, including Inventory Control, Bill of Materials, Routings, and Sales Order Processing, and then generate manufacturing orders for the configured items.
- Quality Assurance — Design testing procedures for incoming materials, to help ensure that you start with the quality of raw materials you require thus reducing manufacturing delays, rework, and scrap.
- Engineering Change Management — Control changes made to items and bill of materials with sign-off controls for greater organization and communication.
- Capacity Requirements Planning — Define and measure overall work capacity and compare it to established capacity —defined through work center calendars, employee, and machine efficiencies.
- Sales Forecasting — Effectively communicate between operations and sales, aggregate demand and create precise, forward-looking projections
Field Service Management
- Depot Management — Repair items sold to customers with workstation controls to manage the process, provide billing, and update the contract.
- Preventive Maintenance — Track customers’ service needs for scheduled proactive maintenance and forecast purchasing and scheduling requirements. Coordinate open service requests with upcoming preventive maintenance calls.
- Service Call Management — Efficiently enter customer service requests; dispatch technicians; manage parts, labor, and miscellaneous charges; bill customers for time and material services and consolidate billings.
Human Resources Management
- Benefit Self Service Suite (US) — Reduce paperwork and manual entry by moving benefit processes including yearly benefits, change of status, and more online.
- Federal Magnetic Media — Generate files needed to maintain full compliance with government reporting requirements.
- Human Resources — Attract and retain top talent and offer employees better services with customizable hiring processes, scheduling, pay rates, and performance. evaluation tools.
- Human Resources-Advanced — Extend Human Resources with Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness functionality.
- Payroll (US) — Automate payroll processing, equip staff to handle complex payroll requirements, and offer better service to your employees while reducing necessary overhead costs.
- Payroll (Canada) — Identical in its functionality to the US system, but adjusted to meet Canadian legal requirements.
- Payroll-Advanced— Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality.
- Payroll Connect — Automate data transfer from ADP Payroll for Windows into General Ledger, using a turnkey solution that eliminates the need to re-enter data.
- Payroll Direct Deposit — Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file.
- PTO Manager — Manage complex and changing vacation and sick time policies quickly and accurately.
- Position Control — Manage labor budgets and human resources based on specific job functions and a specific head count. Apply data throughout the Human Resource and Payroll system to enforce business rules and to manage the movement of human resources throughout the organization.
- Customer Service Management — Transform your customer service into a strategic asset; give agents a 360-degree view of the customer, so that they can resolve issues quickly and reduce handling times. Thus ensuring that consistent customer service is delivered across all touch points.
- Sales Management — Utilize this intuitive interface to get your sales force quickly up to speed; boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.
Workspace Collaboration
- Microsoft SharePoint Server — Make it easier for people to work together. Using SharePoint, your employees can set up websites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions.
- Microsoft Dynamics GP Light user — Extend the reach of the ERP solution to virtually everyone in the organization through interoperability with Microsoft Office and Microsoft SharePoint applications including functionality for employee self-service processes, operational device and transactions, and reporting designed for people who are not full ERP users.
- External Connector — Give stakeholders not employed by the company access to critical business information that can streamline tasks and lower operational expenes.
Configuration and Development
- Customization Suite — Includes eConnect, Web Services, Visual Studio & Dexterity
- Dynamics GP Extender — Personalize your system without a developer by easily creating additional windows and integrating new information into reporting options.
- Integration Suite — Includes Integration Manager - Distribution & Financials, eConnect & Web Services.
- Microsoft Dynamics CRM Adaptor for Dynamics GP — Increase consistency and accuracy in billing and forecasting, streamline operational costs and processes by eliminating redundancies, and promote increased organizational efficiencies that deliver strategic business impact by synchronizing and integrating data within Microsoft Dynamics CRM and Microsoft Dynamics GP.
- Modifier With Visual Basic for Applications — Modify the appearance and functionality of any Microsoft Dynamics GP or Dexterity-based third-party window, add new fields, change global resources to affect the entire application, and attach VBA code for less complex business logic.
- Microsoft SQL Server 2008 Standard Edition (English) — a complete data platform that provides ease of use and manageability. This includes built-in business intelligence capabilities to run departmental applications.
