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Maximize the value of your Microsoft Dynamics GP solution with Business Ready Licensing

Maximize the value of your Microsoft Dynamics GP solution with Business Ready Licensing. What is Business Ready Licensing (BRL)? Why BRL? Introduce Editions Modules Included How to Transition Pricing Promotions – Incentives Great value if you are considering adding modules.

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Maximize the value of your Microsoft Dynamics GP solution with Business Ready Licensing

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  1. Maximize the value of your Microsoft Dynamics GP solution with Business Ready Licensing • What is Business Ready Licensing (BRL)? • Why BRL? • Introduce Editions • Modules Included • How to Transition • Pricing • Promotions – Incentives • Great value if you are considering adding modules

  2. What is Business Ready Licensing? • Improved way to organize the features of Microsoft Dynamics products. • Licensing emphasizes number of users rather than modules. • Gives existing clients access to broad range of modules and tools which formerly were inaccessible due to cost per module. • Module-Based Licensing (the old way) was complicated because both users and modules were licensed separately.

  3. Module Based Licensing Complex / High cost purchasing Account Level Security Cash Flow Management Collections Management Customer/Vendor Consolidations Electronic Bank Management Electronic Bank Reconcile Electronic Funds Transfer for PM Electronic Funds Transfer for RM Field Level Security Grant Management Lockbox Processing National Accounts Process Server Refund Checks Revenue/Expense Deferrals Advanced Analysis Cubes Library Analysis Cubes for Excel Analysis Cubes Library Business Portal FRx Professional FRx Report Manager FRx Report Server FRx Webport Key Performance Indicators Microsoft Forecaster Sarbanes-Oxley Accelerator Available to Promise Bill of Materials Order Management PO Generator Requisition Management Returns Management Manufacturing Bill of Materials Manufacturing Order Processing Master Production Scheduling Materials Requirements Planning Project Accounting Time & Expense Contract Administration Microsoft CRM Professional Server Report & System Manager Analytical Accounting Bank Reconciliation Encumbrance Management Fixed Asset Management General Ledger with AFA Intercompany Multicurrency Management Payables Management Receivables ManagementSafe Pay FRx Currency Translator FRx Desktop Inventory Control Invoicing Landed Cost Purchase Order Processing Sales Order Processing w/ Adv Invoicing Customization Site License Integration Manager – Conversions

  4. Business Ready Licensing Business Essentials Advanced Management Advanced Management Enterprise A la Carte (available for both Business Essentials and Advanced Management)

  5. Business Ready Licensing Advanced Management Business Essentials Account Level Security Cash Flow Management Collections Management Customer/Vendor Consolidations Electronic Bank Management Electronic Bank Reconcile Electronic Funds Transfer for PM Electronic Funds Transfer for RM Field Level Security Grant Management Lockbox Processing National Accounts Process Server Refund Checks Revenue/Expense Deferrals Advanced Analysis Cubes Library Analysis Cubes for Excel Analysis Cubes Library Business Portal FRx Professional FRx Report Manager FRx Report Server FRx Webport Key Performance Indicators Microsoft Forecaster Sarbanes-Oxley Accelerator Available to Promise Bill of Materials Order Management PO Generator Requisition Management Returns Management Manufacturing Bill of Materials Manufacturing Order Processing Master Production Scheduling Materials Requirements Planning Project Accounting Time & Expense Contract Administration Microsoft CRM Professional Server Report & System Manager Analytical Accounting Bank Reconciliation Encumbrance Management Fixed Asset Management General Ledger with AFA Intercompany Multicurrency Management Payables Management Receivables ManagementSafe Pay FRx Currency Translator FRx Desktop Inventory Control Invoicing Landed Cost Purchase Order Processing Sales Order Processing w/ Adv Invoicing Customization Site License Integration Manager – Conversions

  6. Why did Microsoft Create BRL? • Give clients easy access to additional functionality. • Lesson licensing complexity. • Increase licensing flexibility. • Existing Module-Based Licensing clients may choose to stay with old licensing or transition to new licensing.

  7. Key Benefits of Business Ready Licensing Confidence Value Extended ROI Protected List Price stays the same Exceptions: Additional Users Advanced Management Enterprise / A la carte modules

  8. Business Ready Licensing Editions • Business Essentials • Includes core financial management and trade functionality. • Advanced Management • Preferred for growing, mid-market companies. All modules included in Business Essentials Edition, plus more sophisticated inventory, collections, and manufacturing modules. • Advanced Management Enterprise • Individual components such as Audit Trails, Electronic Signatures, Integration Manager, SmartList Builder, etc. • A La Carte Modules • HR, Payroll, Payroll Connect, Payroll Direct Deposit, Extender, Advanced Payroll.

  9. Report Writer System Manager Analytical Accounting Bank Reconciliation Encumbrance Management Fixed Asset Management General Ledger with AFA Intercompany Processing Multicurrency Management Payables Management Receivables ManagementSafe Pay FRx Currency Translator FRx Desktop Inventory Control Invoicing Landed Cost Purchase Order Processing/Receivings Sales Order Processing w/ Adv Invoicing Customization Site License Integration Manager – Conversions Office Excel-Based Reports Office Smart Tags Reminders Security Management SmartLists SQL Server Reporting Services Reports Account Level Security FRx Report Manager Cash Flow Management FRx Report Server Collections Management FRx Webport Customer/Vendor Consolidations Key Performance Indicators Electronic Bank Management Microsoft Forecaster Electronic Bank Reconciliation Electronic Funds Transfer for PM Available to Promise FRx Professional Electronic Funds Transfer for RM Bill Of Materials Field Level Security Order Management Grant Management PO Generator Lockbox Processing Requisition Management National Accounts Returns Management Process Server Manufacturing Bill Of Materials Refund Checks Manufacturing Order Processing Revenue/Expense Deferrals Master Production Scheduling Advanced Analysis Cubes Library Materials Requirements Planning Analysis Cubes for Excel Project Accounting Analysis Cubes Library Time & Expense Business Portal Contract Administration Microsoft CRM Professional Server Windows SharePoint Services Business Ready Licensing Editions: Bus. Ess. vs. Adv. Mgmt. • Customers now have access to a wealth of functionality Advanced Management Business Essentials

  10. Advanced Customer Relationship Management Advanced Project Management Advanced Manufacturing Advanced Configuration and Development Advanced Management Customer Relationship Management Project Management Advanced Business Intelligence and Reporting Manufacturing Advanced Supply Chain Management Advanced Financial Management Advanced Configuration and Development Business Essentials Business Intelligence and Reporting Supply Chain Management Financial Management Configuration and Development Human Resources Management** Business Ready Licensing Editions Advanced Management Enterprise Advanced Management Enterprise For organizations with complex needs, Advanced Management Enterprise components extend the Advanced Management edition by providing a rich set of advanced functionality priced on a flat fee basis including: • Field Service • Demand Planning, Capacity Planning, Job Costing • Advanced Tools Advanced Management The Advanced Management Edition is the preferred solution for growing or high functional needs customers who are looking for an adaptive solution with a broad set of functionality including Advanced Management • All Business Essentials functionality • Sales and Marketing Management • Project Accounting, Time Entry, Project Invoicing • Master Production Scheduling, Materials Requirement Planning • Requisition Management, Advanced Inventory • Collections and Cash Management • Advanced Financial Reporting, Key Performance Indicators (KPIs), Analysis Cubes, Compliance and Auditing • Business Essentials • The Business Essentials Edition is for companies who need core financial management and trade functionality including: • When customer need more advanced functionality, they can grow seamlessly into the Advanced Management Edition. Business Essentials • General Ledger, A/R, A/P, Fixed Assets • Sales, Purchasing and Inventory • Basic Tools ** Components available for a flat fee for all editions

  11. Three Types of Transitions for Existing Customers • Product Line Transition • Edition Transition • License Model Transitionavailable CYQ1 2007 Policy Available August 2006 100% Credit on ProtectedList Price License Credit Calculated off of New List Price Enhancement Plan

  12. How do I get there? Commonly referred to as an “LMT”, a License Model Transition is a move from Module Based Licensing to Business Ready Licensing within the same product line. Microsoft Dynamics GP Business Ready Licensing Microsoft Dynamics GP Module Based Licensing

  13. Policy$500 per user owned ($10,000 minimum) Examples Customer A owns 25 users on Microsoft Dynamics GP $500/user * 25 users = $12,500 Customer B owns 10 users on Microsoft Dynamics GP $500/user * 10 users = $5,000 $5,000 doesn’t meet the minimum, Customer B would pay the minimum of $10,000 Tipping point = 20 users owned ($500/user * 20 = $10,000) Most customerswould only need to pay the minimumto move andshould be able to find $10K worth of functionalityin the bundles License Model Transition Policy

  14. Policies & Restrictions Must be current to transition Must be on GP 8.0 or later No module deactivationsin the last six months Must wait six months Reactivate the modules Pay the difference for Usersbought after January 17, 2007

  15. Promotion - Limited Time Offer LMT 20 % Off License Transition Fee 20% off of LMT Fee 20% off of Additional Users and/or Modules • Terms & Conditions • Customers must conduct a License Model Transition in order to receive a 20% discount on Business. Ready Licensing Users. • Additional Users and Modules must be purchased at the time of transition. • Standard License Model Transition policies apply. • Offer valid only in the U.S. and Canada. • Offer available Dec 29, 2008 – Jun 26, 2009. • Standard Enhancement Fees apply.

  16. Advanced, Integrated Modules of Microsoft Dynamics GP Purchase OrderProcessing Inventory Sales Order Processing General Ledger Receivables Management Payables Management Fixed Assets Bank Reconciliation HR and Payroll

  17. When Should I Transition to BRL? • When you plan to implement 2 or more new GP modules: • Fixed Asset Management • Inter-company • Multicurrency • Receivables Management (Non-Retail) • Purchase Order Processing (Non-Retail) • Inventory (Non-Retail) • SafePay (Positive Pay) • Electronic Reconcile • EFT for Payables Management

  18. Fixed Asset Management • Improve financial control and put company assets to the best possible use with tools for tracking, analyzing, and manipulating fixed assets. • Create and manage an unlimited number of books of assets for each company, including corporate, federal tax, alternative minimum tax, and more. • Make changes to one or many assets easily and capture necessary asset data for tax or reporting purposes while performing depreciations, averaging or comparisons across assets. • Manage asset depreciation with any of 16 depreciation methods, with the ability to back depreciation out, recalculate it, add additional depreciation, or project it ahead for any number of assets in your books.

  19. Asset General Information

  20. Asset Book Window

  21. GP Modules • 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. • Multicurrency • Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities.

  22. GP Modules • Receivables Management (Non-Retail) • Control your accounts receivable with automated processes for invoices, receipts, finance charges, and statements, including the ability to analyze customer activity. • Purchase Order Processing (Non-Retail) • Manage commitments and build lasting vendor relationships with automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders. • Inventory (Non-Retail) • Monitor inventory stock levels and costs. • 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.

  23. eBanking Series • Electronic Reconcile • Integration with Bank Reconciliation to automate electronic reconciliation and management for transactions, adjustments, and exceptions. • EFT for Payables Management • Securely transfer payments by transmitting your payables to the bank after you’ve processed them. • SafePay (Positive Pay) • Easily add Positive Pay functionality, including daily exporting of checks for comparison by the bank when checks are presented for payment.

  24. In Conclusion • What is Business Ready Licensing (BRL)? • Why BRL? • Introduce Editions • Modules Included • How to Transition • Pricing • Promotions – Incentives • Great value if you are considering adding modules

  25. Q & A • Questions?

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