Upload
dynamic-communities-inc
View
231
Download
4
Embed Size (px)
DESCRIPTION
Â
Citation preview
TIME-SAVING TIPS & TRICKS ON
NAVIGATION LISTS AND MANAGING CHARGEBACKS
MEMBER IN ACTION: CHILDREN’S MIRACLE NETWORK HOSPITALS
LIVE YOUR BEST LIFE WORK SMARTER, NOT LONGER
Get ahead of the game with Blue Moon’s Credit Card Payments — powered by Mercury®
800.846.4472www.mercurypay.com
401.276.9000 www.bluemoonisv.com
Learn more about how Blue Moon and Mercury will benefit your business.
Why Mercury?Integrated processing platform
PCI compliance assistance via Merchant
SecureAssist®
Tokenization secures card data for simple
recurring billing
Continuous processing if the authorization
network goes down*
Free 24/7 U.S. based support
Competitive rates
Why Blue Moon?Support for Pre-authorization, Sales (capture),
Adjust, Returns, Voids, Voice Authorization
Address, ZIP, and CVV2 verification
Ability to store multiple credit cards per
customer, default cards by customer or
customer location
Allows multiple credit cards per sales document
Payment By Statement option allows for
scheduled payments for on-account customers
Support for batch processing
Mercury® delivers fast, reliable and secure payment processing, optimized for Microsoft Dynamics® GP. With Mercury’s award-winning processing already built into Microsoft Dynamics GP, merchants can accept the most common payment types and card brands, while enjoying reliable uptime, real-time transaction viewing and more. By working with Mercury and Blue Moon merchants can have state of the art ERP technology with integrated payment processing, at a much lower cost.
*Available for merchants who meet eligibility requirements. Certain restrictions and limitations apply; not available in Canada. Microsoft Dynamics® is a registered trademark of Microsoft Corporation.
Q2/Q3 2014 | 3
Q2/Q3 2014 | www.gpug.com In Every Issue
5 From the Director
6 News
7 Events
10 Meet the PCAP/PCAR Grads
12 Welcome to Our New Members
22 Volunteer of the Quarter: Kathy Kim
27 Academy Corner
35 Name That Photo Contest
40 Find the Logo Contest
41 The GP List, from The Partner Channel
Features
14 User Member Showcase US Digital Corporation
16 Automation: Save Time and Gain Accuracy
20 Tips & Tricks Navigation Lists: Get Your Work Done Faster!
23 Remembering Richard Whaley
24 Member in Action Stacy Wright, Children’s Miracle Network Hospitals
28 Microsoft Member Showcase Theresa Nistler
32 Tips & Tricks How to Manage Chargebacks and Allowances Agreements
36 ISV Partner Member Showcase KTL Solutions
39 10½ Tips for Collaborate-ing with Your Peers
TIME-SAVING TIPS & TRICKS ON
NAVIGATION LISTS AND MANAGING CHARGEBACKS
MEMBER IN ACTION:CHILDREN’S MIRACLE NETWORK HOSPITALS
LIVE YOUR BEST LIFE WORK SMARTER, NOT LONGER
Advertiser Index
Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Blue Moon Industries . . . . . . . . . . . . . . . . . . . . 2
Business Computers (Time Matrix) . . . . . . . . . .15
GPUG Summit 2014 . . . . . . . . . . . . . . . . . . . .8-9
Integrity Data. . . . . . . . . . . . . . . . . . . . . . . . . . 26
k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . 38
Kamp-Data, Inc. . . . . . . . . . . . . . . . . . . . . . . . . 7
KTL Solutions . . . . . . . . . . . . . . . . . . . . . . . . . 35
Liaison Software Corporation . . . . . . . . . . . . . 40
Mekorma . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31
MetaViewer from Metafile . . . . . . . . . . . . . . . . 60
Microsoft Convergence. . . . . . . . . . . . . . . . . . 37
Sierra Workforce Solutions . . . . . . . . . . . . . . . 21
Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
WatServ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
contents
Time to upgrade from FRx to a new, u tra modern nan ia reporting o ution
i t e rig t time to oo at e au e we a e rafted t i timeimited offer for exi ting FRx u tomer t at are read to upgrade
et t e report de ign interfa e a nan e peop e a e a wa wanted x e
t e x e formu a , formatting, art , printing and more t at ou a e ome to o e a out x e i now a nati e part of our report experien e
Fu , u tomi a e u er e urit
i it to upgrade to report on of our nami modu e , not u t t e
pportunit to ater add ot er modu e for we and mo i e reporting, da oard , udgeting, report di tri ution or data ware ou e
Free, optiona FRx report on er ion too
Upgrade Offer for FRx Customers
i ro oft a of ia retired FRx ow man time a e ou exported an FRx report to x e en on idering a rep a ement for FRx, w not on ider a Report riter t at tart in x e
www o eru a om mai info o eru a om one
FRx
$995
Time to upgrade from FRx to a new, u tra modern nan ia reporting o ution
i t e rig t time to oo at e au e we a e rafted t i timeimited offer for exi ting FRx u tomer t at are read to upgrade
Upgrade from FRx to to e o t ese e e ts a d more
et t e report de ign interfa e a nan e peop e a e a wa wanted x e
t e x e formu a , formatting, art , printing and more t at ou a e ome to o e a out x e i now a nati e part of our report experien e
Fu , u tomi a e u er e urit
i it to upgrade to report on of our nami modu e , not u t t e
pportunit to ater add ot er modu e for we and mo i e reporting, da oard , udgeting, report di tri ution or data ware ou e
Free, optiona FRx report on er ion too
Upgrade Offer for FRx Customers
i ro oft a of ia retired FRx ow man time a e ou exported an FRx report to x e en on idering a rep a ement for FRx, w not on ider a Report riter t at tart in x e
www o eru a om mai info o eru a om one
FRx
e
ed x e
a e ome to o e
$995
Q2/Q3 2014 | 5
With age, you begin to realize how important it is to live a purposeful life. You
may be at the age of getting married, having a family, or like me, observing
life because I have more time than before. You’ll hear me say, “It’s on my
bucket list”, and now it’s a conscious effort to make sure that I do things
sooner rather than later – and not just talk about them. Let’s face it – we all let time fly by us!
What would you do if you had four extra hours each week? Would you leave the office a
little earlier to enjoy a ball game, head to the lake, or maybe take time to watch more webinars
or recordings to further your plan of conserving more time by working smarter?
We all work hard. But are we working smart?
Are we striving to streamline processes so that we can speed up tasks? This is the purpose
of GPUG®. Our community shares best practices, directs Members in ways to save resources,
and most of all provides access to others who have “walked in your shoes”.
Members leverage GPUG Collaborate to ask questions, discuss ideas during Regional
Chapter meetings, and more. We are now sharing tips and ideas in GPUG Magazine on how
you can streamline your use of Microsoft Dynamics GP.
Hence the theme: Get a Life!
As you review this issue, ask yourself these questions:
» What three tips can we incorporate in our operations this week?
» What activities should I take advantage of to make me more effective?
» How can I improve my experiences now so I can share them at GPUG Summit in
October?
Enjoy and plan. Highlight tips that you or your teammates can leverage. Then spend time
on www.gpugsummit.com to plan your trip to St. Louis. We have more than 200 sessions
planned so you can consume information on the better ways to work. You will walk away with
the fastest ROI possible by planning and executing your time. “Lace up” your sneakers today
to hit the pavement running in the future.
In the meantime, it’s summer where I hang my hat, and I hope I’m working smarter so I can
enjoy my time in Minnesota with friends and family, floating about on my pontoon. That’s
the yearlong goal!
See you in St. Louis!
Kim Peterson
GPUG Director
Going to the Next Level...
Sherry Linares
letterfrom the gpug director
UG
G G
PUG
G G
PUG G
PU
G G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG
G
GGPU
G G
PUG G
GGPU
G G
P
UG G
P
U
Get A Life!
Kim Peterson
6 | GPUG Magazine
Attend a meeting Perhaps you’ve heard the buzz about GPUG Regional Chapters or perhaps you
haven’t quite noticed this Member benefit yet. Are you a new Member eager to
see what value GPUG can provide? Not only can Members access hundreds of
live and recorded webinars, attend GPUG Summit, and participate in countless
discussion threads on GPUG Collaborate, but GPUG Members can also attend
Regional Chapter meetings. These chapter meetings, held quarterly, provide an
average of four hours of Microsoft Dynamics GP training, demos, and networking.
Hundreds of Users attend these meetings each quarter, and the best part is that
these meetings are free for Premium Members to attend! Attend a meeting and
receive top-notch education presented by subject matter experts – both Users and
Partners. Dive deep into your Microsoft Dynamics GP investment by joining us at
the next GPUG Regional Chapter meeting in your area.
Join a leadership team
We find that the most successful chapters consist of robust leadership teams. If you
would like to join an existing leadership team, please contact your local leaders or
email Whitney Derks, GPUG chapter coordinator, at [email protected]. Everyone
brings value to the table! Join today and receive quarterly leadership training and
development, input on content delivered at your chapter meetings, and access to a
private GPUG Collaborate Community designed especially for chapter leaders.
Launch a chapter
Are you wanting to join in all the fun but don’t have a local chapter to attend?
Contact [email protected] to learn more about how to get a new chapter up and
running. Chapter meetings provide quarterly trainings and valuable networking for
Users and Partners. Launching a chapter will give folks in your area the ability to
access these benefits!
newsregional chapter news
UG
G G
PUG
G G
PUG G
PU
G G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG
G
GGPU
G G
PUG G
GGPU
G G
P
UG G
P
U
Debbie Clark,
director of IT
Entertainment One
chairwoman of GPUG
Ontario Chapter
When did you join the
leadership team? When
I first joined GPUG, I
knew Kim Peterson, the
GPUG program director,
from WAY BACK, and
One to Watch Award
Note: Every quarter, the GPUG® chapter program will recognize
a leader who goes above and beyond in his/her role. Nominate
your chapter leader by emailing [email protected].
1. Washington, D.C.
2. Mid-Atlantic
3. Southern California
4. Upstate New York
5. Ohio
6. Baltimore, Maryland
7. Nashville, Tennessee
8. Wisconsin
9. Ontario
10. Detroit, Michigan
*Based on registration data from January 1, 2014
through March 31, 2014.
Q1 Top 10
Chapters*
Up-and-Coming
Chapters
Congratulations to these chapters for
launching within the last seven months!
Boise, Idaho; Baltimore, Maryland; Detroit,
Michigan; and Omaha, Nebraska.
she encouraged me to start a chapter. There was someone already designated as
chairperson, so I didn’t want to step on toes, but when I realized nothing was happening,
I volunteered around February 2012. Our first chapter meeting was May 24, 2012.
What inspires you to lead the GPUG Ontario Chapter? I love Microsoft
Dynamics GP, and I love helping people with Microsoft Dynamics GP! It is
incredibly rewarding to both give and receive value from the group. I felt so bad
that there are no other Canadian chapters, I wanted to help other areas launch
their own chapters by introducing a national meeting that may spark interest.
What would you tell someone thinking about becoming a chapter leader?
Like the Nike commercial would say, “Just do it!” It doesn’t take much effort thanks
to the folks at GPUG who have so many tools and tips in place. Meeting in a Box is a
fantastic resource for beginning a new chapter. The people I have met both locally and
from afar have been invaluable resources; it is worth the effort. I believe the hard part
is getting people out to the meetings, but with our leadership meetings and tips from
other Leaders, that is improving for me. GPUG
Q1 One to Watch Award Winner
Q2/Q3 2014 | 7
eventssessions meetings courses
G G
GPU
G G
GPU
G G
PUG
GPU
G G
PUG G
PUG
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
G
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG
UG G
PUG G
PUG
UG G
PUG
PUG
The event calendar on www.gpug.com
and the weekly GPUG® Event Guide are
your best sources for the latest GPUG
event information as this list is subject
to change. Events are added weekly, so
check back often and get registered for
the next exciting GPUG event.
GPUG Academy Pre-
Conference Training
October 13 – 14 | St. Louis, Missouriwww.gpugsummit.com/pre-conference-training
GPUG Summit 2014
October 15 – 17 | St. Louis, Missouriwww.gpugsummit.com
reIMAGINE 2014
(for Partners only)
November 10 – 12 | Fargo, North Dakotawww.reimagine2014.com
REGIONAL
CHAPTER
MEETINGS
August 7 – South Florida August 8 – New Orleans, Louisiana August 13 – Baltimore, MarylandAugust 14 – Minnesota August 19 – Denver, ColoradoAugust 19 – New York/New JerseyAugust 20 – CarolinasAugust 20 – Phoenix, ArizonaAugust 21 – KansasAugust 21 – OhioAugust 21 – OntarioAugust 21 – Salt Lake City, UtahAugust 21 – Upstate New YorkAugust 27 – Boise, IdahoSeptember 9 – Nashville, TennesseeSeptember 11 – Chicago, IllinoisSeptember 11 – St. Louis, MissouriSeptember 16 – Mid-Atlantic (New Jersey, Delaware, Pennsylvania)September 18 – Fargo, North DakotaSeptember 23 – Detroit, MichiganSeptember 24 – Washington, DCSeptember 25 – Florida (Tampa Bay)September 25 – Wisconsin
Phone: (406) 404-2036
www.KampData.com
Coast to Coast Sales Tax Solution
For rights to photos seewww.creativecommons.org/licenses/by/2.5/
Since 1993
photo by Beverly & Pack photo by The Knowles Gallery
Meet Anne & JohnAnne works as an IT professional for a nonprofit organization. She considers herself a savvy strategic planner and an intermediate Dynamics GP user. Having heard about GPUG Summit from a friend, she thought it might be the perfect place to learn how others handle performance optimization in Dynamics GP. She used the ‘Convince My Boss’ template to make her case for attending and submitted it to her manager, John. He not only agreed to Anne’s participation - he decided to join her. They’re preparing for an upgrade and will use the event to gain feedback and advice from others who’ve done so.
GPUG Summit 2014You’ve Got To Experience It!
Next up were Partner Showcase sessions, giving the pair a great opportunity to learn from some of the top Dynamics GP experts in the industry and see their Dynamics GP add-on solutions in action. They attended sessions on document management and system optimization, soaking in a lot of great information and discovering new approaches for managing their Dynamics GP environment.
A couple more dynamite sessions, and its back to the Expo Hall for a well-deserved cocktail reception. The pair grabs a cold drink and a bite to eat, then sets out to chat with a number of exhibitors. With more than 250 booths in the Expo Hall, they plan to make the most of every Expo hour that’s offered during the event – it’s such a great way to learn about what’s available in the community!
Phew! One day down, and Anne and John have already captured a list of ideas they plan to implement when they get home….and there’s still 2 more days of sessions, networking, and Expo to go! As first time attendees, there are a few key things that have surprised Anne and John about the GPUG Summit experience…
The buzz. Everywhere they went, there were folks talking Dynamics GP – in the hallways, during breaks…even at the local watering
holes at night!
The interaction. The sessions they attended were quite intimate and attendees engaged in active conversations around the topic
at hand.
The learning. They’d underestimated just how much they could learn from other users and were amazed at how many other folks
experience challenges similar to theirs.
The impact. Anne and John met fellow Dynamics GP users who not only provided great insight at the event, but who will be go-to
resources for them in the months and years ahead!
Every year, we ask GPUG Summit attendees what they like best about the event and why they keep coming back. Many of the responses fall along the lines of “It’s just such a great experience!” Walk with us as we explore the typical experience of a GPUG Summit attendee.
Enhance Your Experience: If you need help justifying your trip to St. Louis, download and customize the ‘Convince My Boss’
template at gpugsummit.com.
8 | GPUG Magazine
The Experience Begins
Anne and John began cashing in on their GPUG Summit experience as soon as they registered (months before the event!). They explored the 200 sessions and each built their own personal schedule of the sessions they planned to attend. It helped them get acquainted with the speakers and even see who else is attending each
session (and their daily schedules will be emailed to them each morning during the event). They used the ‘GPUG Summit 2014 St. Louis’ community on GPUG Collaborate to share their objectives and some of the specific issues they are hoping to address in St. Louis. Doing so helped them meet other attendees with similar goals, and they even made dinner plans for St. Louis with some fellow attendees from the nonprofit industry.
Day 1 in St. Louis
The pair chatted over breakfast on Wednesday morning with some fellow Dynamics GP users they’d met at pre-conference training courses the previous day. They compared notes on some of the add-on solutions they’d discovered at the Welcome Reception in the Expo Hall on Tuesday evening. Breakfast was buzzing that morning - old friends were catching up, new connections were being made, and everyone was excited for an invigorating opening session to kick-start the day.
After a great networking lunch, the duo participated in Wisdom While You Walk sessions. These exploratory learning activities paired like-minded users and, quite literally, sent them off to walk and talk about the Dynamics GP issues that are top-of-mind. Anne and John each paired off with different groups of IT gurus, and strolled down Washington Avenue swapping Dynamics GP experiences. It was a great way to avoid the after-lunch sleepy session!
gpugsummit.com
With 5 blocks of breakout sessions on this one day alone, Anne and John set out to collectively attend 10 sessions, focusing on their unique roles and how their company uses Dynamics GP. Anne choose sessions like “Maximizing SQL Server Performance with Dynamics GP” and “50 SharePoint Tips in 50 Minutes” while John opted for “Upgrade War Stories” and “Business Process Mapping”.
October 14-17, 2014
Enhance Your Experience: Visit gpugsummit.com/sessions-2
and sign in to build your schedule today!
Enhance Your Experience: Come early for pre-conference
training from GPUG Academy on Oct 13-14. It’s hands-on,
expert-led training at a reduced rate. Visit the Summit
website to see the courses offered.
Enhance Your Experience: Attend with your colleagues!
There’s more to learn than one person can take in alone!
Register Today!
Q2/Q3 2014 | 9
10 | GPUG Magazine
administrative assistant,
Palmer College of Chiropractic
PCAP Graduate on
April 29, 2014
What prompted you to obtain your PCAP certificate?
I wanted to know more about Microsoft Dynamics GP. I am
the only accounts payable person in our organization and want as
much information as possible.
How will this achievement help you in your career?
PCAP will help me do a more accurate job in my current position
and help with any advancements I seek in the future.
Bev Weirather, CAPA
leadersmee t your gpug l e aders
U
G G
PU
G G
PUG G
P
GPU
G G
PUG G
GPU
G G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG
G
GGPU
G G
PUG G
PUG G
GGPU
G G
PUG G
P
UG G
PUG G
P
UG G
PU
PU
This issue’s “Meet the Leaders” highlights our Professional Certificate in Accounts Payable (PCAP)
and Professional Certificate in Accounts Receivable (PCAR) graduates.
These programs were created by the GPUG® Academy board to assist Microsoft Dynamics GP
Users in furthering their professional development. Each of these individuals completed core and
elective classes as well as participated in a community support activity.
For more information on how you can include the PCAP and/or PCAR designations on your resumé,
visit www.gpug.com/member-resources/academy/academyprograms or check out page 27 to read
more about Lindsay Grissom’s experience with the programs.
PCAR
Q2/Q3 2014 | 11
accounting assistant,
Coopers DIY LLC dba
Mr. Beer
PCAP and PCAR Graduate on
May 27, 2014
What prompted you to obtain your PCAP and PCAR
certificates?
I was managing our implementation of Microsoft Dynamics GP,
and I wanted to get a better understanding of the product and how
it worked.
How will this achievement help you in your career?
I have been able to help my co-workers with questions they have,
and it has given me the confidence to answer my own questions
about the product.
Lindsay Grissom
financial systems analyst,
Sempra US Gas & Power
PCAP Graduate on
September 9, 2013
What prompted you to obtain your PCAP certificate?
My manager suggested the program because I help provide sys-
tems support for my company’s end Users, many of whom work
within the payables and purchasing areas of Microsoft Dynamics
GP.
How will this achievement help you in your career?
I gained additional insights into the overall purchasing module
setup windows. Some of the elective courses were in related areas
such as cash management and understanding financial statements,
which were all good refresher courses. The most immediate benefit
came from the SmartList Builder class, which enabled me to begin
creating new SmartList Builder reports the following day.
Paul Crabb
accounts payable,
Florida Community Health
Centers, Inc.
PCAP Graduate on
October 14, 2013
What prompted you to obtain your PCAP certificate?
With the increased pressure of technology in the healthcare in-
dustry, I wanted to expand my knowledge in all areas, and I feel
that growth through certifications gives me the ability to support
my finance group more effectively. My goal is to obtain as many
certifications and/or licensures as I can in order to advance in my
career; certifications validate and affirm my dedication to my pro-
fession and provide an opportunity for me to succeed in the future.
How will this achievement help you in your career?
Current certifications open doors for advancement and show
my long-term dedication to my company as well as my interest in
pursuing higher levels of career opportunities. They also help me
gain a higher level of respect, not only from my peers, but also
from others within our organization. Additionally, certifications
open doors to outside resources, such as LinkedIn and the various
professions linked to my profile.
Shelanda Addison
12 | GPUG Magazine
membersw e l c o m e t o o u r n e w m e m b e r s
GPU
GPU
G G
PU
PUG G
PUG G
P
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
PUG
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG
G
GPU
G G
PUG G
GGPU
G G
P
GGP
Access Pipeline Inc.
Advanced Thermal Systems, Inc.
Air-Nu of Baton Rouge
Alberta Accountants Unification Agency
American Association of Nurse Practitioners
Anthem Media LLC
APC
Athens Insurance Services, Inc.
Atlantic City Linen Supply, LLC
Baltimore Ravens
Barlean’s Oils
Bellavita Tile Inc
Betenbough Homes
Biota Pharmaceuticals
Black Gold Farms
Blumenthal Performing Arts
Bollin Label Systems
Burlan Corporation
Cain Brothers & Company
California School Boards Association
CapitalCare Medical Group, LLC
Center for Excellence in Higher Education
Central Jersey Blood Center
Chateau Elan Winery & Resort
ChemPoint.com
Choate Rosemary Hall
Citadel Drilling Ltd.
Coastal Villages Region Fund
Cogent Healthcare
College Auxiliary Services of SUNY at Plattsburgh, Inc.
Columbus Metropolitan Housing Authority
Commercial Energy of Montana
Conference Technologies, Inc.
ConServe
Cooperating Community Programs
Cosentry, LLC
Costa
CRU International Ltd
CTM, LLC
CV Starr & Co, Inc.
Cvent Inc
Dakota Monument Company
Danier Leather Inc.
Dann Ocean Towing, Inc.
Dependable Highway Express, Inc.
Detroit Lions
Dimensional Thinking LLC
Directed Capital Resources
District of Columbia Bar
DPR Investments, Ltd
Elanders Americas
Ettain Group
FareStart
Flanigan”s Enterprises., Inc.
Florida League of Cities
Formetco
Friday Staffing Services
Fusion Alliance
Gaspari Nutrition Inc
Global Aerospace Inc
Global LT
Gold Cross Services
Golden West Broadcasting Ltd.
Goodwill Columbus
Gopher Electronics Company
HandStands
Handy Andy Home Warehouse
Hartwig
Hastings Air-Energy Control
Henson Group Sports
Hilldrup Companies
Hillsborough Transit Authority
Homecare Products Inc (HPI)
Hooten Equipment Company LLC
Hope Community Resources, Inc.
Hospitality Services/CPJ
IMIC Hotels
Impellam Group North America
Innovasian Cuisine Enterprises, INC
International Capital & Management Company
Iowa Association of School Boards
Iridium
Jet Support Services, Inc. (JSSI)
Kauai Coffee Company
Keiter
KellyMitchell Group
Kentucky Health Cooperative, Inc.
Land Title and Survey Authority of BC
Leeco Steel, LLC
Leedo
Leonard’s Syrups
Libby, Perszyk, Kathman (LPK)
LifePoint
Lighting RV Supply Inc.
Logos Bible Software
LONG Building Technologies, Inc.
Louisiana Lottery Corporation
M. Fried Store Fixtures
Marine Spill Response Corporation
Medica
Medical Security Card Company, LLC
Mikimoto (America) Co., Ltd.
Premium User Members Added Last Quarter
Welcome to the new Members who have invested in GPUG® Premium membership and Partner membership this year!
Each new Member adds value not only to their own organization, but also to the entire GPUG community as they share
their knowledge and experiences. Please note that these organizations have given GPUG permission to share their name
publicly.
Q2/Q3 2014 | 13
Meet one of our newest
Premium Members...
Caribbean Producers
Jamaica Limited
Caribbean Producers Jamaica Limited (CPJ) was founded in
1994 to service the hospitality industry as an integrated food
service distributor. CPJ formed a retail sales division in 2003 for
the international wines and spirits market. Merchandising Services
began in 2003 to support the retail trade division, and CPJ is now
Jamaica’s leading food service distributor. Headquartered in
Montego Bay, St. James, Jamaica, CPJ sought help in getting its
teams up to speed with Microsoft Dynamics GP, and GPUG hasn’t
disappointed. “Upgrading to GPUG’s Premium membership was
an easy decision. With circa 80 Microsoft Dynamics GP licenses,
it was the most cost-effective way to access information for all of
our Users,” says Sheldon Davis, IT manager. “What’s so good about
the membership is that it’s a membership for the organization
regardless of the amount of Users. Now our Users are privy to
training courses, educational webinars, face-to-face events, and
virtual meetings. They are now able to learn more about Microsoft
Dynamics GP, seek help when it is needed, and share their views
with other Members.” GPUG
Bond Consulting Services
COGEP INC.
DLD Business Solutions, Inc.
Nexonia Inc.
Readsoft AB
Premium Partner Members
Added Last Quarter
Missouri Housing Development Commission
Morningstar Properties, LLC
Mountaineer Gas Company
Municipal Electric Authority of Georgia
NACR
Nationwide Studios, Inc.
Nicolet Area Technical College
Northern California Power Agency
Novation Ventures LLC
Nye Lubricants, Inc.
OrthoTennessee
OSU Physicians, Inc
Pacolet Milliken Enterprises, Inc.
Pamlab, LLC
Paper Source
Paytel Communications Inc.
Pro Fit Optix, Inc
Progressive Finance
Proofpoint Inc.
Red River Human Services Foundation
Roadtown Wholesale Trading, Ltd.
RP Power
Rubbercraft
Saint Elizabeth
Santinelli International
Sarasota County Sheriff’s Office
Schweitzer Engineering Laboratories, Inc.
Service Station Systems
Sharon Fence Company
SirsiDynix
Skeletal Dynamics
SMWNPF
Snowmass Creek Capital/Midfirst Financial Co and
Affiliates
South Central Media
Sportika Export, Inc.
Studio Movie Grill
Sugar Creek Realty LLC
Sun Optics
Tarrant County Association for the Blind
TCA Holdings, LLC
Team 3 Logistics, LLC
The Ford Foundation
The Jackson Companies
Titan Global Distribution
Trans Ova Genetics
Tropical Nut & Fruit Co.
United Association of JAPPI
United Auburn Indian Community
United Audit Systems, Inc
United Way of Massachusetts Bay, Inc.
Up TV LLC
Ute Indian Tribe
VGM Group Inc
Wellington North Power Inc.
Western Technical College
WOW Logistics
Xaerus Performance Fluids Intl Inc
membersw e l c o m e t o o u r n e w m e m b e r s
GPU
GPU
G G
PU
PUG G
PUG G
P
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
PUG
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG
G
GPU
G G
PUG G
GGPU
G G
P
GGP
14 | GPUG Magazine
Since 1980, US Digital Corporation has
created and designed innovative encoder
solutions (unique sensors) for the
motion control industry, from industrial
automation and robotics to renewable
energy. With everything designed and manufactured
at its headquarters in Vancouver, Washington, US
Digital gives a whole new meaning to “in-house
control”. Because of this (and a particular solution
to be named soon), their “build to order” model
is exceptionally efficient and error-free, allowing
them to offer fast turnaround times…really fast! For
example, a part ordered this morning would ship
out today. John Arnold, software engineer/geek/
nerd (his words) at US Digital says, “A lot of our
competitors have at least a six- to eight-week lead
time because they outsource a lot of what they do.”
John joined US Digital in 2008 and in 2011
was asked to create a home-grown accounting
system from scratch for the company’s build
to order processes. John wasn’t particularly
interested in reinventing the wheel, so he started
researching ERP systems that could fit US Digital’s
manufacturing model. After taking a closer look at
Microsoft Dynamics GP, John told his executives,
“I could write the code from scratch, but it will take
me at least two years and I’ll need 10 engineers...
or we can implement Microsoft Dynamics GP and
customize it to our needs for much less time and
money.”
Microsoft Dynamics GP to
the Rescue!
US Digital chose the Microsoft Dynamics GP
route, and after just four months and one engineer,
they were up and running in January of 2012.
In addition to saving $1.9 million in salaries,
Microsoft Dynamics GP created huge efficiencies,
such as a 15 percent increase return on equity
and a 23 percent increase on cash flow. That first
month also brought in record sales that Microsoft
Dynamics GP handled with no hiccups.
Adopting Microsoft Dynamics GP so efficiently
and effectively made US Digital a prime candidate
for a Microsoft Dynamics Customer Excellence
Award, and at Convergence 2014, they were
honored to receive the Dynamic Business: Small
and Medium Business award from Microsoft.
Is There Anything
Microsoft Dynamics GP
ISVs CAN’T Do?
Efficiency is the name of the game at US Digital,
and John says ISV solutions are making so many
things a reality. “The possibilities of what we can
do with Microsoft Dynamics GP are endless. By
looking at what we can purchase out of the box,
we can save so much time, hassle, and money!”
US Digital added Warehouse Collect for GP
from AccellosOne, which allows for scanning
barcodes on parts instead of keying numbers
COMPANY:
US Digital Corporation
INTERVIEWEE:
John Arnold, software engineer
WEBSITE:
www.usdigital.com
HEADQUARTERS:
Vancouver, Washington
PHONE:
360-260-2468
ESTABLISHED:
1980
NUMBER OF EMPLOYEES:
120+
MICROSOFT DYNAMICS GP
USER SINCE:
2012
NUMBER OF USERS:
30
GPUG® MEMBER SINCE:
2012
Dynamic Business
Award Winner Saves
Time (2 Years!) and
Money ($1.9M!) by Not
Reinventing the Wheel
user member showcase
PUG
PUG G
PU
UG G
PUG G
PU
UG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
Q2/Q3 2014 | 15
into a computer. John says, “We used to do a full inventory check
over an entire weekend, but now we can start in the morning and
be done that same day.” With this efficiency, US Digital is also
moving parts from 34 large bins to a couple hundred smaller bins
since it’s a lot easier to track bin numbers, item numbers, and lot
numbers.
Experlogix Design Center enables US Digital to customize its
order process, ensuring that only valid part configurations are put on
sales transactions and bill of materials are created without having to
write code for a configurator. This flexibility in the system makes it
possible to offer great customer service, meeting every unique need
of every customer. “The only thing we need to type in is the quantity,
and Experlogix handles the other specifics,” John says. “With more
than 145,000 permutations of how customers can order parts, this
is essential.”
Avalara’s Avatax has simplified tax management at US Digital, and
Nodus Technologies, Inc. manages credit card transactions for all
their orders. John says, “Just ask Target: we don’t want to deal with
credit card transactions.”
US Digital also uses GP PowerPack from WilloWare, SmartFill
from Rockton Software, and vShip from AccellosOne to help round
out its Microsoft Dynamics GP solution. John says, “One of the
main reasons we chose Microsoft Dynamics GP is because of its ISV
network, and they have not disappointed us!”
US Digital is upgrading to Microsoft Dynamics GP 2013 this
summer and is currently testing its customizations (Modifier, VS
Tools, C#, and VBA) and ISV applications to see what it needs to
bring over and what Microsoft Dynamics GP 2013 offers in its
mainstream functionality. John says, “The very fact that I don’t need
to update the code for our ISV applications in Microsoft Dynamics
GP 2013 saves me time, and I can rest assured the software will come
feature-rich.”
GPUG: The More You Know…
The more you grow, or in John’s experience with GPUG, it’s the
more you realize you didn’t know. John says, “Microsoft Dynamics
GP is such an evolving product line with regular updates and having
daily forums and email notifications available through GPUG makes
it possible to stay up to speed without spending hours researching
and finding the right resources.” John continues, “It’s my job to be the
Microsoft Dynamics GP expert at my company, and GPUG makes
that a little, or maybe a LOT, more possible.” GPUG
SAVE TIME AND GAIN ACCURACY
feature
PUG
PUG G
PU
UG G
PUG G
PU
UG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
We reached out to experts in workflows, macros, templates, and tools to find out how you can get
the most out of Microsoft Dynamics GP with a fraction of the time and effort. Take a read and let us
know at [email protected] if something here strikes a chord or if you have a tip you’d like to share.
16 | GPUG Magazine
Speed at Your Fingertips with Macros
First off, a definition: a macro is a recording of your keystrokes and clicks you can repeat flawlessly, and it helps with
tasks that you do repeatedly or rarely as well as those that require some heavy lifting. There is no logic in a macro; it’s just
a replay of what you did before.
Jordan Smith, a senior accounting analyst at Republic Financial Corporation, attended the GPUG® macro class in
November 2013. He now uses 30 different macros weekly, one of which saves him an entire hour of processing time. Here
are four examples of how Jordan is using macros:
Approve and Post
Automatically approves and posts numerous GL and AP batch entries without having to enter passwords or click
through the entire posting process. This saves numerous clicks and turns a 15-minute task into a 30-second task.
Select Batch/Approve Batch
A two-step macro that brings the User directly to the batch window, pauses, then allows the User to approve a batch
and continue posting automatically via the macro. This limits the mouse clicks needed and mitigates the risk of posting
the wrong batch.
Multi-Account Add
Adds numerous accounts at once. When Jordan’s organization researches a new deal, 20 new accounts specifically
associated with that deal must be added. Manually, this process takes 20 minutes. With a macro? Less than a minute.
Entity-Intercompany Set Up (Jordan’s favorite macro)
When a legal entity is added to the account structure, intercompany accounts and their associated links are set up. In
order to align the Microsoft Dynamics GP tables properly, the parent entity is copied to each coinciding entity. There
are 276 entities, with two accounts each, which are then copied to every other entity in the system for a total of 152,352
account combinations. This macro runs for 57 minutes, completely unattended!
(Geared up to learn more about macros right now? Check out more information by searching “UBGP002 Know Macros?”
on GPUG Collaborate, http://community.gpug.com.)
Submitted by Ora Goldman, CEO of Mekorma, [email protected]
Q2/Q3 2014 | 17
18 | GPUG Magazine
Templates Reduce Redundancy
Word templates and native email were introduced in Microsoft Dynamics GP 2010 and have been
providing value ever since.
Let’s say your customer base is such that you need multiple invoice styles to meet each type of
customer’s requirements. Microsoft Dynamics GP 10.0 and prior versions were limited to just a couple
versions of the invoice without a third-party application. Microsoft Dynamics GP 2010 changed that
with the ability to create multiple Word template documents and assign them not only to specific
companies, but also to customer classes and/or specific customers. Billing customers in the format
they require speeds collections and improves customer satisfaction.
Likewise, utilizing the email functionality introduced in Microsoft Dynamics GP 2010 speeds
communication with vendors and customers. For instance, in Microsoft Dynamics GP 10.0 and prior
versions, you could print a PO to PDF, save it to a local or shared folder, open Outlook, create an email,
attach the PO, and send it. Now all of that is done for you by clicking a button in the PO entry window.
Submitted by Frank Hamelly, senior Dynamics consultant for I.B.I.S., Inc., [email protected]
feature
PUG
PUG G
PU
UG G
PUG G
PU
UG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
Free Tools for Your Trade
As I travel the country helping Customers, I am still taken aback by some of the puzzled looks I
receive when I tell Customers that certain features they are requesting, such as the ability to un-apply
historical receivable transactions and combine item numbers and transactions under a single item
code, are all possible with the Professional Services Tools Library (also known as PSTL or “Pistol” for
the quick sounding of its acronym).
PSTL is a collection of more than 50 utilities created to address common support requests. The
toolset is available for free – completely! – to Customers running Microsoft Dynamics GP 10.0 and
above with only a generic registration key required to supply access to the different utilities.
Slowly but surely, some of these tools have found their way into the core application features of
Microsoft Dynamics GP 2013 R2, with Vendor Modifier/Combiner and Database Disabler being just
two examples.
On a personal note, I would love to see all these utilities rolled into the core application once and for
all as they would make for a great collection of routines and utilities all in one place.
Submitted by Mariano Gomez, EVP midmarket solutions for IntellPartners, LLC, [email protected]
Workflows Mean Less Running Around
When looking at starting the automation process, we decided to begin with the built-in workflows
that Microsoft Dynamics GP has to offer. With no added software investment required, it was a good
first step.
We started with purchase orders (PO), and our Users love the fact that they no longer have to go into
Microsoft Dynamics GP to approve a PO. Instead, the approvers simply need to have access to email to
look at the details of the PO, see that all steps have been completed, and approve the PO. It is that easy.
There is no more forgetting that we filled out a PO and forgetting to let the approver know that he/
she had to go into Microsoft Dynamics GP and approve it. There is no more running around trying to
get a PO signed. There is no more worrying about who was authorized to approve the PO should the
normal approver be out of the office. There is no more waiting for Microsoft Dynamics GP to open
only to go in and approve one item. There IS more time to take care of other items on our ever-growing
“to do” lists.
Perhaps in the future we will want to move to something more robust, but for now, we find that the
built-in workflows are adequate for our use. GPUG
Submitted by Viola Shoell, Microsoft applications specialist for Franklin PUD, [email protected]
Leave your paper behind!Our itinerary for you includes improved
ef ciencies si ni cant cost savin s and accelerated automated usiness processes
om ine t e po er of Microsoft Dynamics® GP it t e ti t inte ration of doc-link document
mana ement and or o solution to turn any process and department paperless
Embark on aPaperless Journey with doc-linkTM
altec inc com
Visit us at Booth 1034
20 | GPUG Magazine
Navigation Lists, which were introduced in Microsoft Dynamics
GP version 10.0, are one of the most underutilized features of
the solution.
Navigation Lists allow a User to view a list of similar records,
select one or more records, and then perform actions against all of
the selected records at the same time. This simplifies the navigation
within Microsoft Dynamics GP and allows the User to work from
within one window rather than navigating to individual windows for
those specific tasks.
Navigation Lists are located in the navigation pane for each series
within Microsoft Dynamics GP. Here are the Navigation Lists for the
Sales Series:
The Action Pane is divided into groups that contain action buttons.
Each action button can be used to add new records to the list of
performed actions against the records selected in the list, and to open
windows to display more information about the selected record(s).
The buttons that are displayed on the action pane depend on which
list is displayed, the User’s personal settings for the list, and the User’s
security access. An overflow menu, which will appear to the right
of the group, contains the action buttons that aren’t displayed in the
group. The User has the option to personalize the buttons and add or
delete buttons on the Action Pane.
The Message Bar is displayed above the list area after an action
has been performed against a record in the list. The message bar will
display information about the failure or success of actions performed
Navigation Lists:Get Your Work Done Faster!by Jeff Schreffler
against records in a list. For example, a User placed three Customers
on hold. When the list is refreshed, the message bar will display if the
action was successful.
The Information Pane displays information that is related to the
selected record.
Personalized Navigation Lists
Users have the ability to create their own personalized navigation
lists:
» In the filter area, click on the drop-down arrow where the name
of the navigation lists appears.
» Select Save As.
» Create a name for the navigation list.
» Personalize this list.
Now that the list has been created, it can be customized.
Let’s say you need to create a list of Customers that have a balance
greater than $20,000. Click on the drop-down arrow for Add Filter,
select the Customer balance field, enter the function (greater than
and includes), and input 10,000 into the field. Click on the arrow
when you are finished. Your navigation list will now include all
Customers that have a balance greater than or equal to 10,000.
You will notice that the name of your list is not saved.
t t&TIPS & TRICKS
Q2/Q3 2014 | 21
If you click on the drop-down arrow for
the list name, there is an option to save
your changes.
You also might want to add the
Customer balance field as one of your
columns in the list. Follow these steps:
» Click on the drop-down arrow next
to the name of your list (Customer
Balances).
» Select Customize. You will see the
following window:
The List View Customization window
allows the User to select which content
he/she would like to display. The Modify
List View section allows the User to add
or delete columns, add or delete options
from the action pane, or share the list with
other Users.
» Click on the arrow next to Columns.
» Place a checkmark next to the
Current Balance field and select okay.
» Click Preview to see a preview of your
list with the current balance field or
select Save to save it.
» The list will now show the current
balance for each Customer.
I would encourage you to explore
the different Navigation Lists within
Microsoft Dynamics GP. They can save
you a lot of time and enable you to enter
transactions faster. GPUG
Jeff Schreffler is a solution consultant at
Tribridge. He has worked in the ERP
industry space for more than 20 years. Jeff
has extensive experience with Microsoft
Dynamics GP, and his specialties include
business process, finance, distribution,
manufacturing, and HR/PR.
Are inefficiencies in your time and attendance tracking causing a ripple effect in your business?
www.SierraWS.com(800) 822-0973
We can help!
how you can have a robust time keeping system that seamlessly integrates to your accounting and payroll systems.
Over 25 years of successful integrations
22 | GPUG Magazine
5MINUTES
VOLUNTEER
Who interests you on social media right now?
I don’t follow one specific person on LinkedIn, but I do
read many of the posts in the Leadership and Management
“Pulse” area. The articles allow me to view others’
perspectives on leadership and adapt their ideas to my
organization. From an industry standpoint, the Donate Life
group helps keep me abreast of news relating to organ
and tissue donation.
On my desk right now are…
A Medicare Cost Report, GPUG meeting materials, and a
LOT of paperwork that needs to be addressed.
My 3 goals for the rest of 2014 are…
1) Maximize Microsoft Dynamics GP’s capabilities in a
manner that supports Donor Network of Arizona’s mission
to save and improve lives through organ and tissue
donation.
2) Implement Microsoft Forecaster prior to the 2015
budget cycle.
3) Visit Vancouver Island, one of the few parts of western
Canada that I haven’t yet visited.
What I do when I’m not at work…
Whether camping and quad riding in Arizona or traveling
across country to Alaska or the Canadian Maritime
Provinces, you will find me in the RV with my husband and
Theo, our rescued Dachshund mix.
The best advice I ever received…
Love what you do or do something else. In my case, that
means working for an organization that makes a real
difference in peoples’ lives every day. I also can’t pass up
the opportunity to tell everyone to visit www.donatelife.net
to find out how to register to be an organ and tissue donor
in your state.
WITH GPUG’S
Kathy Kim, director of finance
Donor Network of Arizona
Kathy Kim is a regular contributor to
GPUG® Collaborate, a Regional Chapter
leader, and valued asset to GPUG events.
For that and everything else Kathy does,
we say thank you and we’re so happy to
have you in the GPUG family!
OF THE QUARTER
Richard was such a valuable member of the GP ecosystem! His knowledge
of the product was superb and he genuinely enjoyed teaching others about
the solution. Richard was quick to praise the offering and was very skilled at
helping fill voids through suggestions or training materials. His excitement
for each release was felt within the development org and our time together at
events was a great experience. He will be truly missed. -Chad Sogge
A great loss to the community. He will be remembered fondly as someone
who always gave of himself to others. -Andy Hafer
Richard Whaley...REMEMBERING
We recently lost a valued GPUG All Star, GP community member, teacher, and friend. Richard Whaley of Accolade Publications passed away
the morning of July 1, which was also his birthday. Richard was a longtime friend and mentor to many in the Microsoft Dynamics GP community.
Whether you relied on his manuals for learning about Microsoft Dynamics, listened to him present webinars and sessions, or were lucky enough
to have him as a GPUG Academy instructor, Richard contributed countless hours of his time and talents to helping fellow GPUG Members. He also
donated dozens of manuals for our Regional Chapter leaders to hand out as door prizes during their meetings. He combined his passion for education
with his love of Microsoft Dynamics to help us all be better at what we do.
Richard has been troubled for many years by his health, but he never let it slow him down. While he was in the hospital in June, he emailed me
saying that he’d be in St. Louis for GPUG Summit this October, but needed his friend Leslie Vail to step in on the Academy class he was scheduled
to teach in June. He had a big heart and cared so much about the community. We will miss him scooting around GPUG Summit on his Segway.
Richard was one of a kind. A teacher, a gentle soul, a gifted writer, and an entertaining story teller. He will be missed so very much. Thank
you, Richard, for all that you have done for the community, our organization, and me personally. You left a big mark.
– Kim Peterson, GPUG Director
Richard was a friend
and a colleague. When it
came to manufacturing
in Microsoft
Dynamics GP, he
was king. He was
always willing
to help. Usually
that help came
with the price
of listening
to one of
Richard’s
stories, but it
was always
worth it.
Richard
provided great
advice when
I was looking
to write a book
about GP and
his books have
helped all of us.
There is still no better
resource for closing the
year than Accolade’s.
Richard will be missed.
Perhaps an empty Segway
at Convergence would be an
appropriate tribute. -Mark Polino
I usually met with
Richard every year at
Convergence. We would
also talk over email
from time to time. He
was always willing
to help and did so
with a smile on his
face and with a
gigantic happiness
that came from
within. It always
brightened my
day when we
would talk. For
years, when I
had training
manual needs
and couldn’t
create them
through Microsoft,
he would provide a
solution and not once
did he say no. It helped
Customers and Partners
use our software better.
We had several marketing
discussions over the years as
well. He had such a passion for
teaching that he really wanted to get
his materials to the people who needed
them. He was always looking for new and
better ways to reach people. In the last couple of
years, I’ve visited with his daughter several times. She
has her father’s charm, and it makes me smile, thinking that
his memory will live on with her. -Pam Misialek
Richard’s impact on the Microsoft Dynamics GP space
(not to mention the other, related applications) via Accolade
Publications was positively huge, and I have been a vocal advocate of his
books since I first had the privilege of meeting him in person several years ago.
I will miss this man who so easily educated me on the things I needed to
know to better my career, not to mention a caring friend. He was indeed a
good man as well as a good man to know. - Bob McAdam
Richard was THE MAN when it came to GP manufacturing and so many
other areas. He was a genius and a friend. I, along with everyone else who knew
him, will miss him greatly. Thoughts and prayers go out to Richard’s family and
friends. -Frank Hamelly
He was a great guy and a pleasure to work with. We will all miss him.
-Mike McDowell
Q2/Q3 2014 | 23
At the end of every day, Stacy Weight can say something she did has impacted a child’s
life. “Not many accountants can say that about their day job!” Stacy shares. As the vice
president of finance at Children’s Miracle Network Hospitals (CMN Hospitals), Stacy
loves her job and takes immense pride in the higher purpose that she can help CMN
Hospitals achieve every day.
CMN Hospitals raises money and awareness for 170 children’s hospitals across the U.S. and Canada
through programs such as the charity’s “Miracle Balloon” icon. Funds stay in the community where they’re
raised to benefit local kids, providing 32 million treatments each year. Having raised $5 billion since 1983
and $320 million in just the past year, CMN Hospitals has been able to make a significant impact on
children’s medical research and care. Because of these funds, member hospitals have the latest equipment
and diagnostic tools that help doctors identify problems and perform surgery on the tiniest of patients,
are able to open their doors to all kids, regardless of a family’s ability to pay, and most importantly, provide
hope and healing to children of all ages battling every illness or injury imaginable.
All of this is made possible by kind hearts – and Microsoft Dynamics GP. “We use Microsoft
Dynamics GP for all our accounting,” Stacy says. “Our organization takes contributions in various
ways, and the flexibility of Microsoft Dynamics GP allows us to manage donations coming in from
member in action
PUG
PUG G
PU
UG G
PUG G
PU
UG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
Stacy Weight
Don’t Quit Your
(IMPACTFUL)Day Job!
24 | GPUG Magazine
our website, through checks mailed in, and from retailers collecting the funds, as well as through our
various programs and events.”
CMN Hospitals implemented Microsoft Dynamics GP just two years ago, and Stacy feels CMN
Hospitals can make a greater impact with the solution through better planning and allocation as well as
giving their donors more attention. Microsoft Dynamics GP allowed the organization to go paperless and
totally change the way business is done. Managers don’t spend their valuable time on administrative tasks
or pushing around papers; instead they can go out and raise more funds and do more good year-round.
Just by utilizing workflow in Microsoft Dynamics GP, CMN Hospitals has also improved the way they
communicate with donors, giving them more timely answers and being able to show how they’re making a
difference by contributing to the organization.
In addition to streamlining the back-office tasks, Stacy is able to take a more strategic role: she was
promoted to vice president of finance and can now change her day-to-day routine from tactical duties to
more strategic operations. “Microsoft Dynamics GP
is the reason I can make this shift and focus more on
future visioning.” Stacy says. With a goal of raising
$1 billion a year by 2022, Stacy and her team can lay
the groundwork now for staffing, facilities, employee
healthcare, and more to make this growth a reality.
GPUG® is also making more a possibility for CMN
Hospitals through local chapter meetings and experts
at the organization’s fingertips. Users can find answers
to their questions and lean on other Users to help get
more out of their Microsoft Dynamics GP system. With
an upgrade to Microsoft Dynamics GP 2013 planned
for this summer, CMN Hospitals looks forward
to providing more real-time information to their
stakeholders and leveraging GPUG as an information
hub to learn and share best practices. GPUG
Visit www.cmnhospitals.org to learn more.
IMPACTFUL INDEED! Every day, Children’s
Miracle Network Hospitals
treat:
» 16,000 kids in the
emergency room
» 935 kids for diabetes
» 2,218 kids for cancer
» 925 babies in the
newborn intensive
care unit
» 2,329 kids for surgeries
Every hour, Children’s Miracle
Network Hospitals treat:
» 675 kids in the
emergency room
» 39 kids for diabetes
» 92 kids for cancer
» 39 babies in the
newborn intensive
care unit
» 97 kids for surgeries
Every minute, Children’s
Miracle Network Hospitals
provide:
» $6,500 in charity care
in the U.S.
Q2/Q3 2014 | 25
learna c adem y cor ner
UG
G G
PUG
G G
PUG G
PU
G G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
UG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PU
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG
G
GGPU
G G
PUG G
GGPU
G G
P
UG G
P
U
Professional Development
GP
2014GPUG ACADEMY
Your opportunity
for professional
development
is right here with
GPUG Academy!
GPUG Academy offers
in-depth programs
for professionals using
Microsoft Dynamics GP.
When you complete a GPUG
Academy program, the world
will know that you are not
only an expert in that area of
Microsoft Dynamics GP, but also
that you’re focused on continuous
improvement as a productive
and effective team member in
your organization. GPUG Academy
programs go beyond the “how to”
of using Microsoft Dynamics GP by
incorporating training and activities on
best practices, personal development, and
other functional knowledge related to your
role. Visit www.gpug.com/member-resources/
academy/ to learn more.
Professional
Certificate Program
Lindsay Grissom, accounting assistant at Mr. Beer, completed her PCAP and PCAR class
requirements in only seven months! She is currently working on her community support
activity which includes writing a tech tip and leading a session at her local GPUG®
Regional Chapter meeting. Way to go, Lindsay!
We recently caught up with Lindsay and discussed her experience with the PCAP and
PCAR programs.
GPUG: You signed up for the PCAP and PCAR programs in 2013. Can you tell us why?
Lindsay: Mr. Beer implemented Microsoft Dynamics GP 2013, and I was the person primarily responsible for accounts payable and receivable. As you can imagine, this left me with numerous
questions, and I knew I needed a better understanding of how the information flows.
GPUG: Was your supervisor supportive of your decision to join the program?
Lindsay: Actually, it was my supervisor who suggested it! He knew it would benefit me, so before I knew it, I was looking at the schedule and registering for classes that aligned with my job.
GPUG: What have you enjoyed most throughout this process?
Lindsay: I really enjoyed all the instructors and the class format. I am a visual learner, so it helped that I was able to do the practice sessions and ask questions during class. I still refer to my class notes today!
GPUG: Has your supervisor seen benefits to the organization since your
completion?
Lindsay: Yes. I am starting to create procedures for internal use and am documenting best practices. I continue to learn what works best for me, refine processes, and become more efficient.
GPUG: Any advice for newcomers or those thinking about joining?
Lindsay: If you have questions about Microsoft Dynamics GP and what you are working in, then the classes could really
benefit you. The books on Microsoft Dynamics GP helped, but the classes give you the chance to see how it is done.
Learn more about the PCAP/PCAR program and its
recent graduates on pages 10-11 of this issue or visit
http://gpug.com/ member-resource/academy today!
Q2/Q3 2014 | 27
GPUG: You give so much to GPUG, so let’s start
there. What do you enjoy most about this User
interaction?
Theresa Nistler (TN): I like that it’s a more
personal interaction. When I started on the
Microsoft Dynamics GP team, on the testing side,
I didn’t go to some of the initial Convergence
events because we had plenty of people to send, so
I never really got the personal effect of it.
It’s nice to have the lower-key, intimate
interaction. You have time to stop, talk, and breathe
a little more. Similar to Convergence, people come
to GPUG because they want to learn more, talk to
others in their industry, and talk to people from
Microsoft. You have a bit more time to spend with
them at GPUG activities.
GPUG: And we love to have you there! What are
you working on these days?
TN: We released Microsoft Dynamics GP 2013
R2 the last week of May, and I was focused on
one of the major rocks of the release, purchase
requisition, which is new functionality within
Purchase Order Processing.
GPUG: What will Users like about purchase
requisition?
TN: Before we worked on it, we talked with a
number of Users about the strengths and drawbacks
of the existing functionality that was in Business
Portal, what they needed to maintain, what people
were using, and what their processes were.
I looked at the suggestions that came in and
prioritized them as to which ones Users were
saying they needed most. I also looked at it from a
deployment level, including how the organization
would use it, etc.
We built purchase requisition into Microsoft
Dynamics GP’s core, leveraging the purchase
ability and workflow functionality that’s available
in the solution. The nice part about that was that
we were able to focus on the purchase requisition
process itself.
With this first release, we’ve been able to almost
totally solve the problem – not 100 percent, but
through the research and Customer meetings
I’ve had at GPUG and Convergence, we’ve been
able to ensure that the direction we’re heading is
the right one for delivering the functionality that
people need and want. I’m excited about that. We
can’t do everything all at once – it gives me job
security that there’s always something to add – and
purchase requisition phase II is coming up.
GPUG: You have a point there! Our theme for
this issue is “get a life” through efficiency and
best practices in order to spend less time on
work outside of work. What are some of the new
features that help Users be more efficient with
their time?
TN: There are so many, one of which is a copy/paste
journal entry feature in GL that can save people time.
SmartList Designer is another. Because it’s built in,
people get it automatically and can design their own
reports. As you’re aware, GPUG’s “Top Tips” session
is so popular and features the tools that people need
to streamline and make their jobs easier.
The hard thing is learning the new features.
Every release has a lot of features, and the hardest
thing about new features for Users is when
something changes their process, especially for
day-to-day workers because they know what they
have to do and the steps they have to take.
Way back when we had something called “POP
Simplify”, and we’re going more that route now,
creating automations that take you through the
process and the navigation list to see the actions
you need to take.
Some of these features and functionality really
can save a User time; it’s just a matter of trying them.
GPUG: What’s your advice for trying something
new?
TN: The first thing is to understand that it is scary.
You’re working with your data. I get that. The
biggest thing I’ve seen in Users who are successful
in adopting technology is that they have a sandbox
test environment so people can try features before
they’re live.
Another big help is to use the Microsoft
Dynamics GP community as a discussion group
for asking questions; you’ll get a lot of ease-of-use
information that way.
Finally, you can go to YouTube and look at
Theresa Nistler, senior program manager
microsoft member showcase
PUG
PUG G
PU
UG G
PUG G
PU
UG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
Theresa Nistler isn’t one
to point this out, but
she knows a lot about
Microsoft Dynamics GP
– and we mean a lot. A
veteran of the Microsoft
Dynamics GP team since
1986 (back when it was
Great Plains Software),
Theresa’s learning path
took her from roles in
support to testing to
program management,
with focuses across the
breadth of the product,
particularly financials,
where she is focused
these days. Theresa
has been a tremendous
asset to GPUG® in leading
sessions and spending
time with User Members.
As such, we wanted to
touch base with her to
talk about what she gains
from those interactions,
review features that
can help Users be more
efficient, and learn about
what’s next from the
Microsoft Dynamics GP
team.
28 | GPUG Magazine
TM
Mission Critical Cloud Computing
Always on.
When your cloud-based ERP is always on, so is your business.
WatServ is one of the largest, most experienced providers of cloud computing solutions for
hosted Microsoft Dynamics ERP.Get fast, uninterrupted access to your critical data
and unlimited access to named support.
1.866.531.2598 x2302 [email protected] watserv.com
FRANCE GERMANY ISRAEL JAPAN UK USA CANADA CHINA MEXICO
AUSTRALIA SOUTH AFRICA DENMARK HOLLAND BELGIUM GLASGOW
Visit us at Booth 2635Visit us at Summit Booth 814
featured demos, and not just those
recorded by the Microsoft Dynamics
GP support team. The nice thing about
the support team videos, however,
is that I’m confident in the accuracy
of the information you’re given. We
want you to make the switch smoothly
and successfully. That’s our goal. Just
remember, we’re not trying to make it
harder.
GPUG: What’s up next for you and
your team?
TN: The next major release is planned for
late calendar year 2014, and we’re still
looking at some of the Business Portal
functionality, including the employee
self-service side. And of course, purchase
requisition phase II as well as a host of
other features.
GPUG: We’ve established that you
have quite the tenure with this
product. What keeps you energized
about Microsoft Dynamics GP?
TN: One of the most fulfilling parts of
what I do is when I’m meeting with
Customers, they’re talking about their
pain points, and I show them the
functionality in the software, and it’s just
something they haven’t discovered yet.
I’m kind of a problem solver by
genetics. I like to solve puzzles and figure
problems out, so that’s one of the parts
I enjoy most. There is always a way to
design a feature that provides a solution
to the majority of people’s pain points.
If I can add functionality and have
somebody thank me and let me know
that it helps and makes more sense, well,
that makes my day.
GPUG: That’s a great mindset! Is there
anything else you’d like to share with
our readers?
TN: The quote, “The Customer is always
right.” It’s true. The challenge is which
Customer do you listen to?
The approach I’ve taken and a reason
why it’s nice to have the relationship with
GPUG is that the people who historically
got listened to were the ones that yelled
the loudest. Now we’re able to not only
react to those that are yelling, but also proactively have more consistent conversations with
more Users.
To me, we’re then solving pain points for more people. At the end of the day, that’s one of the
most satisfying things. To go out, initiate the conversations, research, and run ideas by Users.
By doing so, we’re able to make the product better earlier on and react more quickly to our
Customers’ needs. GPUG
Q2/Q3 2014 | 29
Multi-Batch Print & Post
CPD (Check Printing Day) may be caused by a software imbalance that can be corrected by using Mekorma’s Multi-Batch Print & Post. Learn how at Mekorma.com
Stop suffering under the weight of
Check Printing Day.
Ask for a quick demo at www.mekorma.com.
Simple but Multi-Batch Print & Post
POWERFUL.
Print & Post ALL your AP payment batches – in ALL GP companies – with a SINGLE BUTTON.
Choose the batches and companies, choose Print or Post, click Process. Multi-Batch Print & Post prints each check batch and creates the EFT fi les for every checkbook you choose, including logging into any or all of your companies for you.
Multi�Batch
Print & Post
Print and Post batches from ALL companies
Print checks and generate EFTs
Overview
When doing business with retail stores, we need to keep track of
not only our sales, but also the different sell-through allowances we
may give as an incentive to purchase a certain amount of our product.
This article will cover how my organization is using Microsoft
Dynamics GP to keep track of the different allowances and chargebacks
we incur from the retail stores with whom we do business.
Instructions
Before we start, ensure distribution accounts have been created
for the different sell-through allowances that are offered. If we come
across one that does not fall under a distribution account that has
been set up, the controller creates a new distribution account in
Microsoft Dynamics GP.
When information is received about the sell-through allowance or
chargeback for one of our customers, we enter that information as a
sales transaction-credit memo.
Sales-Transactions-Receivables Transaction
Entry-Document Type Credit Memo
How to Manage Chargebacks and Allowances Agreementsby Lindsay Grissom
Credit Memo Number Creation
Microsoft Dynamics GP automatically creates a default document
number. We want to stay consistent with our document number
but also be able to reference it with the customer document number
that we receive. The way the default document number is generated
is with four letters (in this example it is ARCM) followed by a set
of numbers. To determine if we want to use the default document
number that is generated or if we need to change it, we have three
guidelines:
» Use the existing document that is created if we have no other
reference document number to go by.
» When we have customers that have issues with their order, we
want to reference that original invoice number that was created
for them. We keep the first four letters (ARCM) followed by
their original invoice number that was created for the order with
which they had problems. This way we have a record trail and
can match the invoice number and the credit memo number
quickly and know right away there was an issue.
» If we have allowances and other chargebacks that are created by
our customers, we want to be able to reference the document
number that they created. We keep the first four letters (ARCM)
followed by the customer’s document number that is given to
us. This way, when we do a look-up or a report, we can tell by
the first four letters that it is a credit memo and by having their
document number, we can reference it quickly.
t t&TIPS & TRICKS
32 | GPUG Magazine
Document Description
A short description of what the allowance is for works well most of
the time. If we need to create lengthy notes, we use the Record Notes
icon next to the document number. This is also used for attaching the
document provided to the invoice that is being entered in Microsoft
Dynamics GP. When the document is attached like this, it is easy to
reference it at a later time. We scan the document and save it to our
computer in order to upload it to this window. Sometimes we may
have an Excel file that has additional documentation that we would
like to have linked to this entry as well.
Record Notes > File Attachment Icon > Edit > Insert
New Object > Create for File > Browse
Find the saved electronic copy of the documentation or any
additional documentation that is necessary. Save the downloaded
document (File > Save), then Attach to close the Note window.
Document Date
Sometimes we will not receive the documentation on these
allowances or other types of chargebacks from customers right away.
Most of the time we receive the documentation a few months after
the original document date. When receiving the documentation for
these allowance and chargebacks, we want to use the document date
that is given. However, if the document date is in a month that has
been closed, we change the posting date to the date we are entering
it in our system and use the document date that is provided. This
way we can see how much time has passed from when the customer
processed it to when we received notice of it.
Q2/Q3 2014 | 33
» Customer ID - Enter the correct customer that the sell-through
allowance is for.
» Salesperson ID and Territory ID - These have been set up ahead
of time in the Customer Maintenance Card. This way when any
type of transaction is entered into Microsoft Dynamics GP, the
Salesperson ID and Territory ID will automatically enter in that
section.
» Currency ID – This is automatically generated as Z-US$. If
the Currency ID needs to be changed and if the system has the
different Currency ID set, it can be changed accordingly.
» Credit Amount - This is the amount of the allowance or charge-
back that is being entered into Microsoft Dynamics GP.
Distribution
This is the step that is the most important and needs to be
changed every time we enter in a Credit Memo. In the Distribution
window, the Distribution account that is being debited is a set
account; example 100-43000-01 Beer-CR/DR Memos- B2B. With
the sell-through allowances we offer and chargebacks, we need this
distribution to reflect the type of allowances or chargebacks. Simply
change the Distribution account that is being debited to the correct
one that reflects the reason as to why the allowance or chargeback
is being given. The 001-12000-01 Accounts Receivable that is being
credited stays the same.
If you keep printed copies, print a hard copy of the Credit Memo and
attach it to the original documentation. File it in that customer’s file.
Post the transaction once every step is complete.
If this credit was taken on a payment that was sent to us by that
customer for invoices that needed to be paid, we simply apply this credit
memo to any invoice that was on the payment remittance information.
Sometimes with these we may need to send the customer a
payment. This depends on a few different factors, but most of the
time it is taken from a payment we receive from them. GPUG
Lindsay Grissom is the accounting assistant at Mr. Beer. Mr. Beer
implemented Microsoft Dynamics GP 2013 in January 2013.
Lindsay managed the team that entered 18 months of history for the
implementation. Her main areas of expertise are in accounts payable
and accounts receivable, but she has knowledge and understanding in
other areas of Microsoft Dynamics GP 2013 as well.
34 | GPUG Magazine
ENHANCE THE FUNCTIONALITY OF YOUR
MICROSOFT DYNAMICS SYSTEM
www.ktlsolutions.com | 866-960-0001 | [email protected]
KTLSOLUTIONS
SOFTWARE
KTL Solutions delivers custom-built applications that help Dynamics GP Customers and Solutions Developers across the country improve user productivity. Apps such as KTL FastAP, KTL PR Security, and KTL User Activity Tracking allow customers to streamline processes and wor more e ciently in their day to day business activities. KTL So tware Development allows us to customi e all o our apps to t the customer’s particular needs. In a time when every minute counts, KTL Solutions provides products that will help you work faster and more ef ciently than the competition.
NAME THAT PHOTO
CONTEST Congratulations!
Congrats to ROBERT DUFFER
OF HAWAII GAS for his winning
submission, “My name is Diego
Montoya, you killed my batch file,
prepare
to die.”
Robert –
your prize
is in the
mail!
2014
Location
Revealed!®magazineFALL2013
FOR USERS BY USERS
GPUG.COM
+GPUG Summit 2013 Tampa!Sessions Success Sunburn Tips
GPUG Collaborate: Are you in? 2014
2020120014414
Location
LoLocLoocatoccaticattiatioatatioatioontiontioonon
Revealed!
RevRevReReve
evveaveealeeaaledalealedaleed!
edd!d!®
++++++TWENTYONETIPS & TRICKS YOU DON’T WANT TO MISS
tampa
A classic “he said, she said” in action? What do
you think Vonzella Bryant of the General Board of
Discipleship-Methodist Church and Steve Burney of the
TN Education Lottery Corp were up to in this photo?
Simply email your submission to Captioncontest@
gpug.com. The winning submission will be printed in
the magazine’s next issue.
Q2/Q3 2014 | 35
As a leading provider of ERP, CRM,
and business intelligence solutions,
KTL Solutions has worked with
hundreds of clients to develop best
practices and recommend process
improvements that empower business growth.
GPUG: How did KTL Solutions come to be?
Tim Lally (TL): We started as a custom
development shop in October of 1999, enhancing
Microsoft Dynamics GP with our add-on products.
In 2000, we added our VAR practice so we could
provide businesses with the Microsoft Dynamics
software stack. In a nutshell, we are dedicated to
enhancing existing functionality in the Microsoft
Dynamics GP product.
GPUG: What is the most common request you
get from Microsoft Dynamics GP Users?
TL: Creating reports. Most people know that the
data they need is in their Microsoft Dynamics GP
system; they just can’t get it out in a way that will
help their business.
Most often, people will come to us and say, “This
module gets us 90 percent there, and we need KTL
to get us another 10 percent.”
This can include anything from transaction
improvements to getting more automation in
Microsoft Dynamics GP.
GPUG: What is the #1 way KTL products
improve Microsoft Dynamics GP User
productivity?
TL: We build custom applications that help
Users save time in Microsoft Dynamics GP.
KTL Solutions is a development shop at heart,
so we understand Microsoft Dynamics GP at its
core. Customers have come to us over the years
pointing out certain gaps in their Microsoft
Dynamics GP solution, such as dealing with
manual data entry, having to change screens for
the data they need, not being able to automate
certain processes and transactions, you name
it. As a source code developer for the solution,
we’ve created products that take away these
headaches and improve all-around processes
within a company through automation. As a
result, companies are happier with their solution
and can get the business insight they need to
succeed.
GPUG: Which products are Microsoft Dynamics
GP Users most excited about?
TL: Many times, it’s the little things that don’t
take too much effort on the back end to create.
For example, we had a Customer that was making
COMPANY:
KTL Solutions
INTERVIEWEE:
Tim Lally, president
WEBSITE:
www.ktlsolutions.com
HEADQUARTERS:
Frederick, Maryland
PHONE:
866-960-0001, ext. 204
EMAIL:
GPUG® PARTNER MEMBER
SINCE:
2010
KTL Solutions
isv partner member showcase
PUG
PUG G
PU
UG G
PUG G
PU
UG G
PUG G
PUG G
P
G G
PUG G
PUG G
PUG G
G G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GPU
G G
PUG G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PUG G
P
GGPU
G G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
“The SafePay Positive Pay solution from KTL saves our
key healthcare clients a substantial amount of time and
money. Since KTL SafePay consolidates each upload
transmission into one file, our clients don’t incur a
separate fee for each upload transmission.”
– Mike Bufano, Intellitec Solutions
36 | GPUG Magazine
mistakes on the non-financial piece of
their invoices. To change this in Microsoft
Dynamics GP, they would have to email IT
and IT would need to make a change in
SQL while end Users waited to run their
reports. We stepped in and made it so they
can open a sales order and change the non-
financial data on those invoices without
jumping through the hoops. This small
change really made a difference at this
company and saved a lot of time as well.
Whether it’s an entire module or a
custom add-on we create for Microsoft
Dynamics GP Users, we always attempt to
give Users more control. As Users know,
no company is exactly alike, so having this
control makes life and business a lot more
streamlined.
GPUG: Tell me a bit about the “ISV
Corner” on your website (www.
ktlsolutions.com/ISVCorner.aspx).
TL: These are the ISV solutions we stand
behind. Through strategic partnerships
with these ISVs, KTL can offer Customers
exactly what they need and at a price they
can afford. Having the option to collaborate
with other ISVs in the Microsoft Dynamics
Partner channel is what makes this
community so great.
GPUG: What do you like most about
working with the Microsoft Dynamics
GP community?
TL: I have worked in other Partner
channels and believe the Microsoft
Dynamics Partner community is the most
collaborative, making it more possible to
help the end Users.
Microsoft Dynamics GP Users also tend
to be a savvier group than most. Microsoft
Convergence is the best opportunity to expand your professional network, explore Microsoft solutions, and bring new ideas to life. Experience Convergence by attending the location that is right for you.
www.microsoft.com/convergence
Get the insights and connections to succeed.
Convergence 2014 Europe Barcelona, Spain4–6 November 2014
Register Now
Convergence 2015Atlanta, GeorgiaMarch 16–19, 2015
Find Out More
Dynamics GP is a complex application, so once people get to know it, they embrace the
technology. Having the GPUG community there to answer questions also makes these Users
better. Some of our Customers will see or hear about a product from GPUG and come back
to us to get more information. KTL is a firm believer in educating Users and in what GPUG
stands for. GPUG
Q2/Q3 2014 | 37
Contact us today! Join us at booth #1543
Meet at
Provide an omni-channeleCommerce experience
[email protected] www.k-ecommerce.com 734-928-6010
Responsive web design / Touchscreen optimization for a user-friendly experienceno matter the device
Low startup costs with
secure PC Certi ed
cloud hosting
Quick deployment;
go live in 30 days!
ll
Tou
YOUR MUST-HAVE SOLUTION FOR Selling Online with Microsoft Dynamics®
eCommerce
IntegratedPayment ProcessingyPayP
XX
X 0
06
7 52
89
XXX 0067
5289
Online Bill PayOnO$$
$.............................
*Solutions compatible with Microsoft Dynamics® AX GP NAV CRM
OTHER TOP-NOTCH SOLUTIONS FROM K-ECOMMERCE INCLUDE:
®
10½ Tips for Collaborate-ing
with Your Peers
Did You Know?12
34
5
67
8
910
No one likes a Mr. Nobody; add
your profile picture so everyone
can see your smiling face! On
your Profile page, simply click
on the gray gear icon to the top
right of the photo space.
The GPUG®
Collaborate blog
is your blog. All
Members can blog in
the community…blog
a little or a lot; it’s up
to you! Click on Blogs,
then select Create a
New Blog Entry.
You can change
the information
that appears in
your signature
in Discussion
posts. Under
My Profile
in the main
navigation,
select My
Signature and
set your default
preferences.
You can meet and
stay in touch with
your neighbors! Join
and participate in the
GPUG Collaborate
community
dedicated exclusively
to your local chapter.
Premium User
Members can utilize
the Advanced Search
features of the
Member Directory
to find others by
location, industry,
size, product version,
add-ons used, and
more.
You can
control
which emails
you receive
from GPUG
Collaborate
and how often
you receive
them. From
My Profile,
select My
Settings to
adjust your
subscriptions.
Your GPUG
Summit 2014
experience starts
as soon as you
register! When you
sign up for GPUG
Summit, you’ll be
added to the GPUG Summit
2014 community on GPUG
Collaborate. Start networking
and sharing long before you
get to St. Louis!
It’s easy to build
your GPUG
Collaborate
profile and
network! Bring
your profile
information
and match
your contacts
from LinkedIn®
to GPUG
GPUG Collaborate has
Special Interest Group
communities for a number of
roles and industries. Join the
conversation with your like-
minded peers!
You can watch all GPUG
webinars on demand! We
record all of our webinars
and place them in the GPUG
Collaborate Content Library for
Premium Members to access at
any time.
The best way to get value from
GPUG Collaborate? Get out
and use it! Ask a question of
your own, peruse what’s already
being discussed, download a
helpful
webinar
recording,
soak
in the
blogs…
there’s so
much to
be discovered! If you haven’t
already, start Collaborate-ing
today at http://community.
gpug.com. (Yes, this only
counts as half a tip because it’s
just such a no-brainer. )
10½
Collaborate. On My Profile,
choose Grab Profile Info
from LinkedIn.
Q2/Q3 2014 | 39
UG
UG G
PU
G G
PUG G
P
G G
PUG G
PU
GPU
G G
PU
GPU
G G
PUG
GPU
G G
PUG
PUG G
PUG
PUG G
PUG
UG G
PUG G
UG G
PUG G
G G
PUG G
P
G G
PUG G
P
GPU
G G
PU
GPU
UG G
G G
PUG
G G
PUG G
P
GPU
G G
PU
GPU
G G
PU
GPU
G G
PUG
PUG G
PUG
PUG G
PUG
UG G
PUG
G
UG G
PUG G
G G
PUG G
P
G G
PUG G
P
GPU
G G
PU
PUG G
PU
PUG
GGGPPPPP
PPPPPUUUUU
PPPUUUUUG
UUUUUGGGGG
UUUGGGGG
GGGGGGGG
GGG GGG
GGGGGPPP
GGGGGPPP
GGPPPPPUUU
GPPPPPUUU
PPUUUUUGGG
UUUUUGGGGG
GGGGGGG
PUUUUGGGGG
UUUUGGGG
UGGGG
GG
GGGGGGG
G GGGG
PP
GGGGPP
GGGPPPPUU
GGPPPPUUU
PPPUUUUGG
PPUUUUGGGG
UUUGGGG
UUGGGG
GG
GGG GGGG
C O N T E S T
logofind the
Congratulations to our Spring 2014 contest winner, Linda Arthur
from Wind Creek Hospitality! Linda found the logo on page 14 of
the Spring 2014 issue of GPUG® Magazine. Let’s play again. Hidden
somewhere between the covers of this magazine is our GPUG logo.
Can you find it?
While our logo shows up throughout
the magazine in conventional spots,
it’s hidden in only one place.
When you’ve found it, send an email to [email protected] with an explanation of where and on what page it’s at. We’ll
choose a winner at random and will highlight him/her in the next issue of the magazine.
feature
PUG
UG G
PUG
UG G
PUG G
PU
G G
PUG G
PUG G
PU
G G
PUG G
PUG G
PUG G
P
GPU
G G
PUG G
PUG G
PUG G
P
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
PUG G
GPU
G G
PUG G
PUG G
PUG G
PUG
GPU
G G
PUG G
PUG G
PUG G
PUG
GGPU
G G
PUG G
PUG G
PUG G
PU
GGPU
G G
PUG G
PUG G
PUG G
PU
UG G
PUG G
PUG G
PUG G
PUG
UG G
PUG G
PUG G
PUG
PUG G
PUG G
PUG
PUG G
PUG G
GPU
G G
GP
14 | GPUG Magazine
Just print the way you al-ways have; but, select the Liaison Messenger print driver. Liaison Messenger EDD will distribute every-thing simultaneously.
Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.
automate
Auto-attach files like; un-paid invoices with AR statements, MSDS with shipping documents, in-stallation specs & invoices. You create the rules!!!
attach
Print, email, fax, ftp, ar-chive, encrypt, assemble, sort, convert, split, batch, burst, even password pro-tect any form or report and then send, store or print it.
distribute
40 | GPUG Magazine
Introducing The List MOBILENow you can get The List To Go!
Search for the products and services you need with the new Mobile version of
The List! Add it to your home screen from: www.thelistmobile.com or simply
scan the QR code below:
Table of Contents
Industry...................Page 42
Horizontal................Page 47
Services...................Page 57
The List from The Partner Channel® is your tool for fi nding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service off erings available and you may just fi nd exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact [email protected].
NOTE: The Partner Channel and Dynamic Communities off ers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner.
*Due to the nature of the “classifi ed” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
42 | GPUG Magazine
C hurches and Ministries
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
C ondominium Developers
CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to décor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.
C onstruction
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage installation process. Bid, esti-mate & track project costs.
C onsumer Packaged Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: CPG Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Item & Customer Profi tability• Multiple Scenario Analysis• Variance Reporting• Top-down/Bottom -up planning by skew, cust, category etc.
C ross Industry Solution
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes.
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
Industry IN
DU
STR
Y
A pparel/Footwear
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
A utomotive
AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
C hemicals
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 43
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
E ducation
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.
F inance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
F ood and Beverage
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Management Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
Government
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.
Thomson Reuters, Tax and
Accounting - Government http://tax.thomsonreuters.com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt. solutions.
G overnment Contracting
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
H ealthcare
Business Computers
Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
44 | GPUG Magazine
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
H igh Tech and Electronics
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
I ndustrial Equipment
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
I nsurance
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
Corporate Renaissance Group
http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
L ife Sciences
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
M aintenance Management
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
M anufacturing
AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. off ering with real time alerts.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/capabilities.aspx • 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufactur-ers is directly embedded within, not integrated to, MS Dynamics GP. Off ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.
Business Computers Software, Inc.
http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Computer Information Enterprises
http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com 770-421-2467 Vicinity Written for the process manufacturing industry Vicinity manages formulation, quality control, compliance, produc-tion, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.
M edia and Entertainment
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traffi cking.
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 45
N on-Profit Organizations
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-Profi ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
O il and Gas
Computer Information Enterprises
http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
P harmaceuticals
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
P rofessional Services
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionals™ and Practice Management for Professionals™ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.
Unanet Technologies http://www.unanet.com • 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.
P roperty Management
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
P ublishing
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
R etail
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Retail Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Integrated Store/Merch Planning• Ticket/item/employee detail• Corporate & Store level P&Ls• Inventory analytics/optimization • Product life-cycle management
S ocial Services
BGE, Inc. http://www.bgeinc.net • 877-656-8800 FundVision Powerful fundraising, donor man-agement software for nonprofi ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.
S oftware
Corporate Services
http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equip-ment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent fi nancial information to ac-curately run your business.
W arehouse Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping.
Appolis http://www.appolis.com • 612-343-0404 WithoutWire™ Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inven-tory for Manufacturers and Distributors.
IND
USTR
Y
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
46 | GPUG Magazine
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Operations Core Help your backoffi ce work more ef-fectively with your warehouse.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.
Dynamics Anywhere http://www.dynamicsanywhere.com +31 78 68 11 234
NEW: AX Anywhere and NAV Anywhere Access Dynamics AX and NAV anywhere, anytime from any mobile device.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.
W holesale Trade: Durable Goods
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solu-tions for Microsoft Dynamics.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
“The List on my mobile phone is so convenient! Last year at
Convergence, one of our customers was in search of a BI solution
specifi c to Microsoft Dynamics GP and I was able to quickly pull up
several ISVs for them to further investigate from The List on my mobile
phone. 3 clicks and less than a minute, and they were off with a plan.”
Tiff any Allen
DynamicPoint
Have The List help you like it helped Tiff any with DynamicPoint:
IND
UST
RY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 47
Horizontal
A ccounting
Rockton Software http://www.rocktonconnect.com • 877-476-2586
NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM.
A nalytics
Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great al-ternate to GP Proj. Acctg.
Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
A sset Maintenance/MRO/EAM
eRPortal Software Group LLC
http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solu-tions for managing strategic assets and operations.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for profi table utilization.
A utomation
mc² http://www.mc2software.com • 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.
Barcode Data Collection
Computer Productivity Services Inc.
http://www.cps.fi nancial.offi celive.com/BarCode.aspx • 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transac-tion with a single click. $1500.
Computer Productivity Services Inc.
http://www.cps.fi nancial.offi celive.com/Inventory.aspx • 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inven-tory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for fi xed assets.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.
B udgeting
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. We’ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...
T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and fl exible Excel-based bud-geting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Budgeting & Planning ToolKit for Your Entire Organization • NO User/Seat Licensing Costs• Financial & Sales Planning• Procurement Planning• Trade Management• Secure input, consolidation, and Versioning; top-down/bottom-up
B usiness Intelligence
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.
Halo Business Intelligence
http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Intelligence Grow smarter and improve effi ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.
Sunrise Technologies
http://www.sunriseconsult.com 336-722-6741
NEW: Sunrise BI Put data to work anytime, on any device, anywhere; enabling companies to make decisions and take action–empower-ing users beyond BI. Provides mobile, analytics, and extension/completion of transactional systems.
Total Dynamics Solutions, LLC
http://www.totaldynamicssolutions.com 877-855-8860
NEW: Business Intelligence Plus Toolkit for Your Entire Organization • NO User/Seat Licensing Costs• Dynamic Cubes (GL/Profi t/&More)• Web-based Reporting• Dashboards• Admin Tools: Security/ Scenarios/Hierarchy/ & More
Business Process Management
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workfl ow process automation. Speed decision making, eliminate manual tasks & in-stantly access document information directly from your Dynamics GP screen.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
48 | GPUG Magazine
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
C heck Printing
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Document Express Accounts Payable & Payroll MICR Check Printing MICR checks print to blank stock from standard Dynamics output. Ideal for unique customizations- print virtu-ally any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
C ommissions
Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impos-sible" commission plans.
C ompliance
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the in-formation within them & keeping you within compliance mandates.
AIM Technologies http://www.aim-technologies.com/acadashboard.html • 888-234-0428 The ACA Dashboard Complete solution for proactive man-agement and reporting for compliance with the Aff ordable Care Act.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certifi ed Auditors. Get the data your Auditors want - Fast!
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.
Cost Accounting
Corporate Renaissance Group
http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, fi xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.
C redit Card/Check Processing
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Credit Card Payments, powered by Mercury® Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/capture, adjust, void, & return.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.
Integrated Software, Inc. http://www.isiusa.com • 321-984-1986 Credit Card Authorization PCI validated. Token-based system eliminates need to store sensitive credit card data. Handles all your credit card processing needs. Seamlessly integrated with Sales Order Processing and Cash Receipts.
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulfi ll PCI requirements.
C ustomer Relationship Management
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM Cloud solution for seamless integration of customer & opportunity data.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook.
D ata Integration
Admiral Consulting Group http://www.admiral-west.com/solutions_activeconnect.html • 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notifi cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 49
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, eCommerce & CRM systems.
Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.
D ata Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
D istribution
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
Document Management
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access information directly from your Dynamics GP screens and via Web browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Computer Information
Enterprises http://www.compinfo.com • 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution de-signed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. Workfl ow & Report imaging.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
E -commerce
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
50 | GPUG Magazine
Computer Pundits Corporation
http://www.eCommerce21.com • 888-786-3487 eCommerce21® Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Cloud integration with 20+ eCommerce platforms eg. Magento, Amazon, eBay.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulfi lling them through Dynamics GP.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buy-ing experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.
E DI
AIM Computer Solutions, Inc.
http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
eBridge Connections
http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Cloud EDI solution, no transaction fees, 1000+ trading partners.
HighJump TrueCommerce EDI
Solutions http://www.highjump.com/truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aff ord-able. TrueCommerce EDI is a Microsoft Gold Certifi ed Partner and certifi ed for Microsoft Dynamics GP.
RedTail Solutions http://www.redtailsolutions.com • 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
E lectronic Document Delivery (Email)/Faxing
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables RE-PRINTING of remittances.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics Report Manager Any report, any time, any where, on any device.
E lectronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.
E xpense Solutions
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, category-based GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline employee expense reimbursement with Dynamics.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Spencer Easy, confi gurable, web-based ex-pense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workfl ow, multi-currency, VAT support, electronic receipts and more.
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Expense Web-based Travel Request and Expense entry. Mobile expense and receipt capture with integration to AP and Projects.
F ield Service Management
FieldBoss http://www.fi eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. Simplifi ed. Automates workfl ow for fi eld service companies. Increase effi ciency and reduce operating costs while improving the level of customer service.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 51
FieldOne Systems
http://www.fi eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of fi eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Innovative fi eld service solutions stream-line operations from sales to the fi eld to accounting.
F inancial Services
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.
F ixed Assets
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.
G eneral Ledger
Admiral Consulting Group http://www.admiral-west.com/advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire depart-ments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicur-rency transactions to be included in GL Quick Journals.
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.
Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA Backfi ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. Backfi ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.
H R Management
Corporate Renaissance
Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360° multi-rater feedback, unlimited web surveys and reporting.
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budget-ing and managing FTE’s, and more!
JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefi ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Paychex http://mystaffingpro.com • 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and benefi ts administration, employee self- service, payroll, and tax compliance.
I nter-company Processing
Corporate Renaissance Group http://www.crgroup.com/combiner • 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.
mc² http://www.mc2software.com • 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.
m-hance Inc http://www.m-hance.com/us • 617-401-3341
NEW: Inter-company Trading for Dynamics GP View and select stock, auto generate purchase/sales orders, auto match invoice when goods received, drop ship in partner company. Save time, reduce lost sales and input errors by eliminating manual processes.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany trans-actions or Binary Stream MEM from Excel to GP.
I nventory Enhancement
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accu-racy, minimize downtime. Now with ExcelLink- export/import to CSV fi les.
I nventory Management
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory iden-tifi ed by groups of attributes. Defi ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.
Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and effi ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
52 | GPUG Magazine
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inven-tory management. An easy to install solution with robust features.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
I nvoicing Enhancement
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eff ectively automate, real-time management of invoice to payment processing.
Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
k-eCommerce http://www.k-eCommerce.com • 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt • Invoicing • Expenses • Approval app
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & fi ling with capture & workfl ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.
J ob Costing
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
WennSoft, Inc. http://www.wennsoft.com • 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materi-als, equipment, etc.
M anufacturing Enhancement
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Manufacturing PowerPack A suite of enhancements for GP Manufacturing. Tighter integration and added functionality between GP Core Modules and Manufacturing.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. Import Items, MO's, Experlogix MO's
M obility
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
P ayables Enhancement
ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process end-to-end. Intelligently recognize content within documents to automatically process, route, securely archive & ac-cess info directly from your Dynamics GP screens & via Web browser.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com/ • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.
DynamicPoint http://www.dynamicpoint.com/products/invoice_automation.aspx • 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eff ectively automate, real-time management of invoice to payment processing.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for import-ing vendors, vouchers/credit memos, manual payments, & apply info.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 53
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL FastAP Brings distribution window and pay-ment terms directly to the 1st screen.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifi cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.
Paramount Technologies
http://www.paramounttechnologies.com/Solution_InvoiceAutomation.aspx 800-725-4408
NEW: WorkPlace AP Invoice Automation Enforce spend management and ap-provals for PO and non-PO Invoices.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.
Trans-Micro, Inc. http://www.checkfactory.com • 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check Factory® Visual Series is a MICR check and forms printing software solu-tion designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.
P ayroll Enhancement
Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.
BGE, Inc. http://www.bgeinc.net • 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notifi cation. Support JPM format, Integrate seamlessly with GP.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to fi le and pay your payroll taxes.
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2‘s, managing complex payroll posting requirements/corrections, confi guring overtime rules and more!
JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Pay Stubs Online A web-based app that provides em-ployees online access to their pay stubs. Employees can be notifi ed through email when their pay stub is available online. Confi guration tool allows control to information.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.
P ortals
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
P rocurement Management
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approv-als, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eff ectively integrate and streamline the procurement process with Dynamics GP and NAV.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
54 | GPUG Magazine
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
ReQlogic http://www.reqlogic.com • 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workfl ow.
P roduct Lifecycle Management
QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.
P roductivity
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: SmartFill SmartFill ~ The Google-style data entry search tool.
P roject Accounting
Business Computers Software, Inc.
http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.
Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COA’s. Record & report rev, expense & profi t by proj; against budgets; over multiple yrs. Great alter-nate to GP Proj. Acctg.
Gorilla Expense http://www.gorillaexpense.com • 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
P urchase Order Processing Enhancement
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Requisition Management Flexible, cost-eff ective, based on Alba360 Advance Workfl ow. Includes req requests, confi gurable multi-level/parallel approv-als, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Ariett Business Solutions, Inc.
http://www.ariett.com • 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eff ectively integrate and streamline purchase requisition processing with Dynamics.
eRequester by Paperless
Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workfl ow solution.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
m-hance Inc http://www.m-hance.com/us 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases effi ciency of the purchasing process. Web based, user friendly with adaptable workfl ows. Modules:• Requisitions • Goods receipt• Invoicing • Expenses • Approval app
Paramount Technologies
http://www.paramounttechnologies.com 800-725-4408 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.
Q uality Control
Horizons International
http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System off ers decimal preci-sion, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.
R eceivables Enhancement
Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
ICAN Software Corporation http://www.icansoftware.com • 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specifi c apply or auto apply.
Nodus Technologies, Inc. http://www.nodus.com • 909-482-4701 ePay Advantage - Online Bill Pay Improve cash fl ow, automate A/R with the latest in online bill payment technol-ogy that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.
Sikich http://www.ExcelIntegrator.com • 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.
Reconciliation
Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 55
Adra Match http://www.adramatch.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumber-some spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.
Adra Match http://www.adramatch.com • +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment fi le, open invoices and the customer register - the system matches all incoming payments.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.
m-hance Inc http://www.m-hance.com/us • 617-401-3341 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.
m-hance Inc http://www.m-hance.com/us • 617-401-3341
NEW: Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & rec-oncile direct to GL. This also aids SEPA compliance for those trading in Europe.
R eporting
AIM Technologies http://www.aim-technologies.com 888-234-0428 Cash Basis Reporting A fully integrated cash basis reporting module that allows real-time reporting on both cash and accrual accounting basis with no additional keystrokes.
deFacto Global, Inc.
http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-One” Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aff ordable.
Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fi elds in GP.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Crystal Converter Converts Crystal Reports to SQL report-ing services RDL.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics Report Manager Any report, any time, any where, on any device.
R oyalty
Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.
S ales Order Processing Enhancement
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Advanced BOM Ability to associate sale order/assem-bly & purchase order/assembly and disassembly.
Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & sub-scription based billings.
Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (Confi gure Price Quote) for Microsoft Dynamics CRM & ERPExperlogix CPQ solutions meet the demands of today’s competitive mar-ketplace by simplifying the process of selling customized products, accelerat-ing proposal development times and increasing quote-to-order ratios.
Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Replace SOP and POP documents with Crystal or SSRS reports. Email SOP and POP documents in PDF using all native Dynamics GP setup.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically defi ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.
Liaison Software Corp
http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).
Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workfl ow, automated email & status change, confi gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Omni Price Your magical slice-and-dice-your-price device. Mention this ad for a 10% discount.
S ecurity
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Confi g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution off ers Single Sign on functionality.
Fastpath Solutions, Inc
http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Auditor Track data changes in Microsoft Dynamics GP, including at the SQL database level.
HO
RIZO
NTA
L
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
56 | GPUG Magazine
Rockton Software http://www.rocktonsoftware.com 877-476-2586
NEW: Dynamics GP Toolbox Over 25 customer-suggested tools for every user of Microsoft Dynamics GP. Inactivity Timeout, Security Manager, User Lockout & more.
S hipping/Manifesting
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workfl ow for your packing station and seamless integra-tion for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.
S upply Chain Management
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.
Data Masons Software
http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies lever-age EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.
Panatrack, Inc. http://www.panatrack.com • 262-361-4950 PanatrackerGP for Inventory Management Add an integrated bar code solution and turn GP into you WMS for inventory management. An easy to install solution with robust features.
RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt Suite-Forecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.
Sy stem Enhancement
AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modifi ed during the processing of transactions to speed customization and report development. Works with third-party modules.
DynamicsDownloads
http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!
Encore Business Solutions http://www.encorebusiness.com 888-900-4992 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fl y. Sort, fi lter & re-order columns easily. Sum groups of info fast.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!
T ax
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to fi le and pay your payroll taxes.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.
Kamp-Data, Inc. http://www.kampdata.com • 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.
m-hance Inc http://www.m-hance.com/us • 617-401-3341
NEW: VAT Management for Dynamics GP Accurately track VAT, deal eff ectively with partial, fi xed and variable VAT recovery. Reclaim tax that is right-fully yours, save time, increase fi nancial control and compliance. Suitable for trading in Europe.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885
NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
T ime and Attendance
Business Computers Software, Inc.
http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.
Joesoftware Inc. http://www.joesoftware.com • 780-990-0220 Penny Web-based timesheets, employee/manager self-service for CAD payroll.
JOVACO Solutions Inc. http://www.jovaco.com • 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional ser-vice fi rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & inter-departmental capabilities.
Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce Central® Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and fi nancial processes.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
T ravel Expense Management
Gorilla Expense http://www.gorillaexpense.com 877-973-6737
NEW: Gorilla Expense The Gorilla Expense T&E solution includes mobile apps, corp. & personal credit card integration, project accounting related expenses, multi-currency, VAT/GST features, policy setup & integration to GP, NAV, SL & AX.
W orkflow / Notifications
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba360 Advanced Workfl ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workfl ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept off er .
Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workfl ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.
HO
RIZ
ON
TAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 57
.NET Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis .NET Development Isis provides cost eff ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
A pplication Service Provider/Hosting
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Myappsanywhere
http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customiza-tions, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.
MG Technology Group
http://www.mgtechgroup.com/about-us/partner-program/ • 866-350-9310
NEW: Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 11+ years experience, you own the customer relationship, 100% US support.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
RoseASP http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics and ISV solutions since 2000. Subscription pricing available on dedicated or shared infrastructure with regular backups. 21 CFR Part 11 Compliant. Guaranteed 99.5% uptime.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Business Portal Development
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.
C loud Computing
Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse manage-ment & data-collection for MS Dynamics.
Services
SERV
ICES
AvidXchange, Inc.
http://www.avidxchange.com/landing/microsoftdynamics • 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.
docSTAR http://www.docstar.com • 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 SharePoint Workfl ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workfl ows integrated with Dynamics GP, NAV and CRM.
Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.
Integrity Data
http://www.u-linc.com 217-732-3737 ext. 0203 U-LINC®, Powered By Integrity Data Workfl ow and notifi cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is fl exible and easy to use, improving organizational performance.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workfl ow.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solu-tions by adding integrated scanning, OCR, eInvoicing, workfl ow, and AP/AR Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com 952-882-3341 MHC Workfl ow Easily route documents needing ap-proval- invoices, HR docs, etc. electroni-cally. Ensures they are not lost, stalled or misplaced.
PaperSave http://www.PaperSave.com • 877-727-3799 PaperSave PaperSave is a Certifi ed for Microsoft Dynamics Document Management, Electronic Workfl ow & Invoice Automation solution that eliminates inherent risks and ineffi ciencies associated with paper.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
58 | GPUG Magazine
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.
GoIWx, Inc. http://www.goiwx.com • 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.
MaxxVault LLC http://www.maxxvault.com/MaxxDynamics.html • 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document manage-ment repository. Integrated document management and workfl ow.
Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label “Dynamics Cloud Business in a Box™” Cloud & Hosting Services for Dynamics Partners Don’t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Program—YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!
Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.
RoseASP http://www.mygpcloud.com • 888-794-9401 MyGPcloud myGPcloud is the fi rst on-demand Microsoft Dynamics GP application off ered on a monthly subscription, with no setup fees. Your prospects can be set up on a free 30 day trial with mobile access in less than 5 minutes.
SMB Suite http://www.smbsuite.com • 888-525-6398 SMB Suite Grow smarter with SMB Suite’s fully-integrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.
WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.
Custom Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.
Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Custom Development Services Fixed prices & over 10 years of experi-ence in custom development work.
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Custom Development Isis provides cost eff ective outsourced custom development (C#, VB.NET, ASP.NET, C++) to our partners and custom-ers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Custom Development We are a certifi ed .Net and Dexterity development group with over 15 years experience. Provide us with your require-ments for a free estimate.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 2 WilloWare Custom Development Fixed bid customization developed to the same high standards as our popular ISV products, including on-line help and detailed documentation.
D exterity Development
Alba Spectrum Corporation http://www.albaspectrum.com • 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced Workfl ow system.
DexPros http://www.dexpros.com • 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/SQL/.NET/VB developers.
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
Implementation & Consulting
Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solu-tion or only certain components. We also off er a variety of customization and training services.
Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
I mplementation Services
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs. Sierra Workforce Solutions
http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data in-tegration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.
M anaged Services
RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.
M arketing Planning & Services
Looking Glass Marketing
http://www.lookingglassmarketing.com 614-453-5927 Cost-eff ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan develop-ment to the critical daily execution, this Microsoft experienced team can help fi ll your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing off ers high-impact, highly eff ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.
SER
VIC
ES
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
Q2/Q3 2014 | 59
M ember Organizations
Dynamic Communities
http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.
O nDemand Trials
RoseASP http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconfi gured Microsoft Dynamics industry specifi c demo envi-ronments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.
P artner Support Service
DFC Consultants, Ltd http://www.DFCconsultants.com • 800-277-5561
NEW: Expert WennSoft Support Get expert WennSoft support for your customers from an Executive Partner.
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your off erings. 25+ yrs.
S ales Tax Management Service
Avalara, Inc.
http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complex-ity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certifi cate management, fi ling and remittance solution for Microsoft Dynamics.
Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885
NEW: Vertex SMB Cloud-based, fully automated sales & use tax calculation and returns solution for Microsoft Dynamics with pay-as-you-go pricing.
S harePoint Development
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-specifi c needs.
DynamicPoint http://www.dynamicpoint.com • 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.
S ocial Media
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 732-237-8795 Butterfl y Publisher Join Dynamics partners on Butterfl y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eff ective!
S oftware Development Consulting
Isis, Inc. http://www.isisinc.com • 804-762-4200 Isis Consulting Isis provides cost eff ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!
KTL Solutions, Inc. http://www.ktlsolutions.com • 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.
T raining
Accolade Publications, Inc.
http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.
Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also off er Management Reporter classes. See website for details.
U pgrades
Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold Certifi ed ERP/CRM Partner, we provide award-winning implementa-tion and support for Dynamics to meet your industry-specifi c needs.
W riting/Documentation Services
The Partner Marketing Group
http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.
Tear through the paper trap...
and pitch the paper clips.
Pitch The Paper Clips | www.metaviewer.com/for-Microsoft-Dynamics
It’s time - past time - for your company to go paperless.
Get rid of mounds of paper, increase efficiency, eliminate errors with OCR, automate
workflow and have real time visibility with full Microsoft Dynamics ERP integration.
From AP to AR and HR to the CFO - everyone benefits from a paperless world!
It’s time to tear through the paper trap with MetaViewer.
AX | GP | SL | NAV | CLOUD