Module List – Microsoft Dynamics GP
If you are looking for specific functionality to be included in your financial management software, use this list to determine if it is included in an edition of Microsoft Dynamics GP.
Remember, there are hundreds of add-on ISV products designed to fit additional needs not covered below.
Depending on the level of functionality your business needs, you have the choice of 3 Editions available in Business Ready Licensing:
- BUSINESS ESSENTIALS EDITION is for customers who need core financial management and trade functionality.
- ADVANCED MANAGEMENT EDITION is the preferred solution for growing, mid-market, or high functional needs customers who are looking for an adaptive solution with a broad set of functionality, including all functionality included in the Business Essentials Edition.
- A LA CARTE MODULES – ADVANCED MANAGEMENT ONLY (individual components) extends the Advanced Management Edition with additional modules that provide customers with complex needs access to a rich set of advanced functionality.
- A LA CARTE MODULES – BOTH EDITIONS (individual components) are also available a la carte to serve your unique business needs
Description of Modules Included in Cost of Business Essentials Edition
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: Classify, report, and analyze financial transactions based upon your specific business needs with wizard driven inquiries that integrate with Microsoft® Office Excel® and Microsoft Dynamics® GP SmartLists. Analyze transactions across your entire organization with smooth integration across modules in Microsoft Dynamics GP.
BANK RECONCILIATION: Manage all bank-related transactions through a single, automated process and ensure fast access and tight control for mission-critical financial information.
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.
ELECTRONIC BANK MANAGEMENT: Streamline set-up, entry, maintenance, and reconciliation for all transactions that appear on your bank statement—including payments to creditors, cash receipts from debtors, and bank charges.
ELECTRONIC BANKING SUITE (Includes Electronic Funds Transfer for Receivables & Payables (ERM/EPM) & Electronic Bank Rec)
ENCUMBRANCE MANAGEMENT: Not-for-profit, public sector or other organizations managing encumbrances can easily locate and track budget information, query current or historical encumbrances, and streamline period-end and year-end reporting processes.
FIELD LEVEL SECURITY: Control access to data throughout Microsoft Dynamics GP by managing security restrictions on individual data fields, windows, and forms.
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: Manage the heart of your business with intelligent accounting and analysis capabilities that sharply reduce time and effort for key tasks and deliver flexible, fast ways to track and analyze financial information.
INTERCOMPANY: Efficiently set up, enter, and maintain relationships between companies so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies.
INTEGRATION MANAGER-CONVERSIONS: Migrate data from most common database formats or desktop applications into Microsoft Dynamics GP— a time-sensitive conversion tool to assist in a smooth transition from previous financial systems.
INVENTORY CONTROL: By controlling inventory effectively and setting prices on a customer-by-customer basis, you can reduce operating costs and achieve the fast, efficient fulfillment that keeps them coming back.
INVOICING: Improve invoicing efficiency with capabilities that include single-window entry for all vital information, batch processing, and easy return transaction processing.
LANDED COST: Ensure start-to-finish accuracy with the ability to track and update the total cost associated with an inventory item—including freight, insurance, and duties—and then automatically assign or modify these costs on a purchase order as items are received.
MANAGEMENT REPORTER DESIGNER USER Replaced FRx: (1 named user/BE user) *Additional users sold separately
MULTICURRENCY MANAGEMENT: Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities.
PAYABLES MANAGEMENT: Improve your control over expenses with up-to-the-minute payables information, comprehensive vendor management, and payment scheduling and tracking while automating routine and complex tasks.
PURCHASE ORDER PROCESSING/RECEIVINGS: Manage vital commitments and build lasting vendor relationships with deep functionality that includes automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders.
RECEIVABLES MANAGEMENT: Maintain tight control over accounts receivable, manage sales made on accounts, and drive down overhead costs with integrated capabilities for tracking invoices, processing receipts, and analyzing customer activity.
SAFE PAY: Easily add Positive Pay functionality, including daily exporting of checks for comparison by the bank when checks are presented for payment.
SALES ORDER PROCESSING WITH ADVANCED INVOICING: Streamline and automate the entire sales ordering process to serve top customers more effectively, maintain tight control over fulfillment and invoicing, and minimize shipping and labor costs.
Description of Modules Included in Advanced Management Edition
ALL MODULES INCLUDED IN BUSINESS ESSENTIALS EDITION PLUS:
AVAILABLE TO PROMISE: Help ensure the right 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 for components and subassemblies used in light manufacturing and similar production and assembly operations.
CASH FLOW MANAGEMENT: Make timely, informed financial decisions with customizable information views and forecasting tools that 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.
CONTRACT ADMINISTRATION: Maintain unlimited contract price books, monitor profitability against service calls, and recognize revenues through five different methods.
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.
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.
KEY PERFORMANCE INDICATORS: Define and deliver Web-based, personalized views of key performance indicators (KPIs) to individuals’ desktops so that they can monitor and make strategic decisions on business performance.
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, increased productivity, and greater fraud protection.
MANUFACTURING BILL OF MATERIALS: Maximize production efficiency, support time-to-market goals, and cut inventory costs across the extended enterprise by tightly integrating different types of bills and customized definitions into manufacturing operations
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: Gather information from sales forecasts to form a single, comprehensive production schedule and automatically create manufacturing orders.
MATERIALS REQUIREMENTS PLANNING: Gain the deep visibility into material requirements that can translate into more effective resource planning — helping reduce stock outages, drive down inventory costs, and streamline the production process.
MICROSOFT FORECASTER: Meet business objectives and gain competitive advantage with budgeting and planning capabilities that allow you to plan more effectively and respond quickly to changing business needs. (1 named user/AM user) *Additional users sold separately.
NATIONAL ACCOUNTS: Streamline complex processes with the ability to create parent/child relationships between customer accounts and apply cash receipts across members of National Account.
PO GENERATOR: Automate purchasing with order point or minimum/maximum settings that determine quantities needed based on the stock situation related to stock goals and generate a suggested purchase order.
PROCESS SERVER: Improve system performance by offloading and distributing processor-intensive tasks to idle, under-utilized, or dedicated process servers and freeing up personal computer resources. Automate load balancing to efficiently utilize system resources.
PROJECT ACCOUNTING: Maintain tight control over project direction, execution, and budget; support resources effectively; and ensure accurate billing and accounting through tight integration with company financials.
PROJECT TIME & EXPENSE: Capture, review, and approve project time and expense data on the Web, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket employee expenses.
REFUND CHECKS: Automatically generate receivables debit memos for customers with credit balances and print refund checks using Payables Management.
RETURNS MANAGEMENT: Meet customer, vendor, and business requirements with automated returns processing, accurate crediting for sales invoices and returns management authorizations, and efficient transfer of returned items to the main warehouse.
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.
MICROSOFT DYNAMICS CRM 2011 SERVER: (One Instance Included.Additional instances available a la carte) Create and easily maintain a clear picture of customers—including complex supply chain relationships with partners and suppliers—from first contact through purchase and post-sales, using a comprehensive customer relationship management solution that’s easy to learn and use.
Description of a La Carte Modules Available for Additional Cost: Both Editions
ADDITIONAL LANGUAGES
CASHBOOK BANK MANAGEMENT: Attach unnlimited 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.
CONCUR EXPENSE INTEGRATOR: The Concur Expense Integrator allows customers to integrate their approved expense report data from Concur Travel and Expense into the Microsoft Dynamics GP Payables Management module with a sinple import tool designed to reduce manual data entry and increase the ability to quickly pay their employees and vendors.
CUSTOMIZATION SUITE ( Includes eConnect, Web Services, Visual Studio & Dexterity)
ELECTRONIC RECONCILIATION MANAGEMENT: Take advantage of integration with Bank Reconciliation to automate electronic reconciliation and management transactions, adjustments, and exceptions, using tools that work with any bank that supports automatic reconciliations.
ENTERPRISE REPORTING BASE PACK: Microsoft Enterprise Reporting in Microsoft Dynamics GP helps you gain tighter control of consolidations, financial reporting, and budgeting across your enterprise. Smooth integration across your business solution provides you and all your employees with the information you need—when, where, and how you need it.
ENTERPRISE REPORTING DESIGNER USER: Allows employees to create customized reports in Enterprise Reporting
ENTERPRISE REPORTING VIEWER USER: Gives employees the rights to view reports in Enterprise Reporting
EXTERNAL CONNECTOR: The External Connector gives stakeholders not employed by the company access to critical business informatiion that can streamline tasks and lower operational expenses.
FEDERAL MAGNETIC MEDIA: Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.
HUMAN RESOURCES: Make fast, strategic decisions for attracting and retaining top talent, process payroll more efficiently, and offer employees better services and programs with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.
HUMAN RESOURCES-ADVANCED: Extend Payroll and Human Resources capabilities with Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness functionality.
INTEGRATION SUITE (Includes: Integration Manager-Distribution & Financials, eConnect & Web Services)
LIGHT USER : Microsoft Dynamics GP Light User extends the reach of the ERP solution to virtually everyone in the organization through interoperability with MS Office and MS SharePoint applications including functionality for employee self-service processes, operational device and transactions, and reporting designed for people who are not full ERP user.
MICROSOFT DYNAMICS CRM ADAPTER FOR 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.
MICROSOFT DYNAMICS GP EXTENDER: Personalize your data collection by linking additional windows that are easily created by non-developers, expand notes and macros, and launch ad hoc queries that are based on the new business information you are able to collect.
MICROSOFT SHAREPOINT SERVER 2010 : Microsoft SharePoint makes it easier for people to work together. Using SharePoint, your people can set up websites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions.
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.
PAYROLL (US): Automate payroll processing, equip staff to handle complex and changing payroll requirements, and offer better service to your employees while reducing necessary overhead costs.
PAYROLL (CANADA)
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/PC 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, with no limit on the number of accounts or financial institutions for any employee’s payroll.
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 the business rules and to manage the movement of human resources throughout the organization.
PTO MANAGER: Manage complex and changing vacation and sick time policies quickly and accurately with an automated process.
RISK MANAGEMENT SUITE (Includes Audit Trails & Electronic Signatures)
SMARTLIST BUILDER: (Now Includes Navigation List Builder, Drilldown Builder & Excel List 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.
MICROSOFT DYNAMICS CRM 2011 SERVER (A La Carte for BE Ediotion; One Instant Included with AM edition)
MICROSOFT SQL SERVER 2008 R2 ENTERPRISE RUNTIME EDITION
MICROSOFT SQL SERVER 2008 R2 STANDARD RUNTIME EDITION
A La Carte Modules Available for Additional Cost – Advancement Management Only
BENEFIT SELF SERVICE SUITE (US): Reduce paperwork and manual entry with moving benefit processes online, including yearly benefits, change of status, and more.
DEPOT MANAGEMENT: Track parts, labor, and expense details. Create a Parts Usage report. Manage spare parts and trunk-and-lot-tracked stock inventory.
DISTRIBUTION SUITE (Includes Advanced Distribution & Advanced Picking)
EXTENDED PRICING: Equip your sales team to improve customer satisfaction and beat the competition by creating flexible pricing options and rules for each customer.
MANUFACTURING SUITE (Includes Job Cost, Sales Configuration, QA, Engineering Change Manager, Capacity Requirements Planning, Sales Forecasting)
MICROSOFT FORECASTER ADDITIONAL USERS/UNLIMITED USERS
PREVENTATIVE MAINTENANCE: Forecast purchasing and scheduling requirements based on time in service or product usage. Coordinate open service requests with upcoming preventative maintenance calls. Track details of Preventative Maintenance activities.
SERVICE CALL MANAGEMENT: Track and update new and historical service calls against a contract, service warranty, and current inventory. Time execution, coordinate customer schedules, assign appropriately skilled technicians, and escalate calls automatically.
COMMERCE SERVICES: Build new sales catalogs on demand and extend your sales reach across multiple online channels and communities with Commerce Services for Microsoft Dynamics GP.
Download Dynamics GP Product Guide: A description of each of the modules available within Microsoft Dynamics GP 2010 grouped by the functional area they address to help you see the impact on your business.
Overwhelmed by all the choices Microsoft Dynamics GP has to offer? Schedule a Discovery Call and let the team at CAL Business Solutions assist you.
