2014 Q2/Q3 - GPUG Magazine by Dynamic Communities, Inc

1 1 s 777 '05' #/-

LIVE YOUR BEST LIFE

WORK SMARTER, NOT LONGER

TIME-SAVING TIPS & TRICKS ON

NAVIGATION LISTS AND MANAGING CHARGEBACKS

MEMBER IN ACTION:

CHILDRENâ&#x20AC;&#x2122;S MIRACLE NETWORK HOSPITALS

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contents Q2/Q3 2014 | www.gpug.com

1 1 s 777 '05' #/-

LIVE YOUR BEST LIFE

WORK SMARTER, NOT LONGER

In Every Issue 5 6 7 10 12 22 27 35 40 41

From the Director News Events Meet the PCAP/PCAR Grads Welcome to Our New Members Volunteer of the Quarter: Kathy Kim Academy Corner Name That Photo Contest Find the Logo Contest The GP List, from The Partner Channel

Features TIME-SAVING TIPS & TRICKS ON

User Member Showcase US Digital Corporation

Automation: Save Time and Gain Accuracy

Tips & Tricks Navigation Lists: Get Your Work Done Faster!

Remembering Richard Whaley

Member in Action Stacy Wright, Childrenâ&#x20AC;&#x2122;s Miracle Network Hospitals

Microsoft Member Showcase Theresa Nistler

Tips & Tricks How to Manage Chargebacks and Allowances Agreements

ISV Partner Member Showcase KTL Solutions

10Â˝ Tips for Collaborate-ing with Your Peers

NAVIGATION LISTS AND MANAGING CHARGEBACKS

MEMBER IN ACTION:

CHILDRENâ&#x20AC;&#x2122;S MIRACLE NETWORK HOSPITALS

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 MetaďŹ le . . . . . . . . . . . . . . . . 60 Microsoft Convergence. . . . . . . . . . . . . . . . . . 37 Sierra Workforce Solutions . . . . . . . . . . . . . . . 21 Solver, Inc.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 WatServ. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Q2/Q3 2014 | 3

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letter

Goingfrom to the the Next Level... gpug director Sherry Linares

Get A Life!

Kim Peterson

ith 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

Q2/Q3 2014 | 5

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news regional chapter news

Attend a meeting Q1 Top 10 Chapters* 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.

Up-and-Coming Chapters Congratulations to these chapters for launching within the last seven months! Boise, Idaho; Baltimore, Maryland; Detroit, Michigan; and Omaha, Nebraska.

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 Whitney@gpug.com.

Q1 One to Watch Award Winner 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

6 | GPUG Magazine

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 Whitney@gpug.com. 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 Whitney@gpug.com 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!

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

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events sessions meetings courses

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 PreConference Training October 13 – 14 | St. Louis, Missouri www.gpugsummit.com/pre-conferencetraining

GPUG Summit 2014 October 15 – 17 | St. Louis, Missouri www.gpugsummit.com

reIMAGINE 2014 (for Partners only) November 10 – 12 | Fargo, North Dakota www.reimagine2014.com

REGIONAL CHAPTER MEETINGS August 7 – South Florida August 8 – New Orleans, Louisiana August 13 – Baltimore, Maryland August 14 – Minnesota August 19 – Denver, Colorado August 19 – New York/New Jersey August 20 – Carolinas August 20 – Phoenix, Arizona August 21 – Kansas August 21 – Ohio August 21 – Ontario August 21 – Salt Lake City, Utah August 21 – Upstate New York August 27 – Boise, Idaho September 9 – Nashville, Tennessee September 11 – Chicago, Illinois September 11 – St. Louis, Missouri September 16 – Mid-Atlantic (New Jersey, Delaware, Pennsylvania) September 18 – Fargo, North Dakota September 23 – Detroit, Michigan September 24 – Washington, DC September 25 – Florida (Tampa Bay) September 25 – Wisconsin

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Q2/Q3 2014 | 7

GPUG Summit 2014 You’ve Got To

Experience It!

Meet Anne & John

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.

Anne 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. Enhance Your Experience: If you need help justifying your trip to St. Louis, download and customize the ‘Convince My Boss’ template at gpugsummit.com.

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… F

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!

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. Enhance Your Experience: Visit gpugsummit.com/sessions-2 and sign in to build your schedule today!

Day 1 in St. Louis

The pair chatted over breakfast on Wednesday morning with some fellow Dynamics GP users they’d met at preconference 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. 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.

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”.

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-ofmind. 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 afterlunch sleepy session!

Enhance Your Experience: Attend with your colleagues! There’s more to learn than one person can take in alone!

gpugsummit.com Register Today! October 14-17, 2014 Q2/Q3 2014 | 9

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leaders mee t your gpug le aders

PCAR

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.

Bev Weirather, CAPA administrative assistant, Palmer College of Chiropractic Bev.weirather@palmer.edu PCAP Graduate on April 29, 2014

10 | GPUG Magazine

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.

Lindsay Grissom accounting assistant, Coopers DIY LLC dba Mr. Beer Lindsayg@mrbeer.com 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.

Paul Crabb ﬁnancial systems analyst, Sempra US Gas & Power Pcrabb@sempraglobal.com PCAP Graduate on September 9, 2013

What prompted you to obtain your PCAP certificate? My manager suggested the program because I help provide systems 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.

Shelanda Addison accounts payable, Florida Community Health Centers, Inc. Saddison@fchcinc.org PCAP Graduate on October 14, 2013

What prompted you to obtain your PCAP certificate? With the increased pressure of technology in the healthcare industry, 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 profession 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.

Q2/Q3 2014 | 11

G U G P G P G G G G UG UG PU PU GP G UG PU PU GP GP G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG G G G UG U PU P GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G PU GP G G G G UG UG PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP G P G UG PU PU GP GP G G G G UG U G G P G P G G G G U G U G PU PU G G UG PU PU GP GP G G G G U G P U G P G G G U PU GP GP G G G G UG UG PU U G G P G G G G UG UG PU PU GP GP G U PU P GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G G G P G G U U G UG PU PU GP GP G G G G G G G G UG UG PU PU GP G PU P G G U P P G G G G U G G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G G G U U P P G G U PU GP GP G G G G UG UG PU G G UG U PU P GP G G G G PU P G G G G U G U G PU PU G UG PU PU GP GP G G G G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU GP GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G G UG UG PU PU GP GP G G P G G U U G P G

members welcome to our new members

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.

Premium User Members Added Last Quarter 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

12 | GPUG Magazine

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.

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members welcome to our new members

Meet one of our newest Premium Members... 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

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

Premium Partner Members Added Last Quarter Bond Consulting Services COGEP INC. DLD Business Solutions, Inc.

Nexonia Inc. Readsoft AB

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

Q2/Q3 2014 | 13

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user member showcase

Dynamic Business Award Winner Saves Time (2 Years!) and Money ($1.9M!) by Not Reinventing the Wheel 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

14 | GPUG Magazine

ince 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

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

Q2/Q3 2014 | 15

feature

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 Info@gpug.com if something here strikes a chord or if you have a tip you’d like to share.

SAVE TIME AND GAIN ACCURACY

16 | GPUG Magazine

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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, Ora@mekorma.com Q2/Q3 2014 | 17

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feature

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., Fhamellly@ibisinc.com

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, Mgomez@intellpartners.com

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, Vshoell@franklinpud.com

18 | GPUG Magazine

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Navigation Lists: Get Your Work Done Faster! by Jeff SchrefďŹ&#x201A;er avigation 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 simpliďŹ es the navigation within Microsoft Dynamics GP and allows the User to work from within one window rather than navigating to individual windows for those speciďŹ c 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:

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.

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Personalized Navigation Lists "

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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 Userâ&#x20AC;&#x2122;s personal settings for the list, and the Userâ&#x20AC;&#x2122;s security access. An overďŹ&#x201A;ow menu, which will appear to the right of the group, contains the action buttons that arenâ&#x20AC;&#x2122;t displayed in the group. The User has the option to personalize the buttons and add or delete buttons on the Action Pane.

Users have the ability to create their own personalized navigation lists: Âť In the ďŹ lter area, click on the drop-down arrow where the name of the navigation lists appears. Âť Select Save As. Âť Create a name for the navigation list. Âť Personalize this list. Now that the list has been created, it can be customized. Letâ&#x20AC;&#x2122;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 ďŹ eld, enter the function (greater than and includes), and input 10,000 into the ďŹ eld. Click on the arrow when you are ďŹ nished. 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.

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 20 | GPUG Magazine

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 ďŹ eld as one of your columns in the list. Follow these steps: Âť Click on the drop-down arrow next to the name of your list (Customer Balances). Âť Select Customize. You will see the following window:

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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. Âť Click on the arrow next to Columns. Âť Place a checkmark next to the Current Balance ďŹ eld and select okay. Âť Click Preview to see a preview of your list with the current balance ďŹ eld or select Save to save it. Âť The list will now show the current balance for each Customer. I would encourage you to explore the diďŹ&#x20AC;erent Navigation Lists within Microsoft Dynamics GP. They can save you a lot of time and enable you to enter transactions faster. GPUG JeďŹ&#x20AC; SchreďŹ&#x201E;er is a solution consultant at Tribridge.Â He has worked in the ERP industry space for more than 20 years.Â JeďŹ&#x20AC; has extensive experience with Microsoft Dynamics GP, and his specialties include business process, ďŹ nance, distribution, manufacturing, and HR/PR.

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MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

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…

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!

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.

22 | GPUG Magazine

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 Whaley...

REMEMBERING

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

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 He was a great guy and a pleasure to work with. We will all miss him. -Mike McDowell

Q2/Q3 2014 | 23

member in action

Don’t Quit Your

(IMPACTFUL) Stacy Weight

Day Job!

t 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

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

G U PU P GP G U G P G G G G U G G G G UG UG PU PU GP GP PU P G G U P P G G G G U U G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G U P P G G G G U G G G G G UG UG PU PU GP GP G G PU P G G G U U G G U PU GP GP G G G G G G U U P P G G G U PU GP GP G G G G UG UG PU U G G P G G G UG UG PU PU GP GP G U PU GP GP G G G G UG UG G G U U P P G G PU GP G G G G G UG UG PU PU GP G UG PU PU P GP G G G G U U G G P PU GP G G G G G UG UG PU PU U P P G G G G G UG UG PU PU GP GP G G PU P G G G U U P G G U PU P GP G G G G G G G G UG UG PU PU GP GP PU P G G G P U G G G U P G G G G UG UG PU PU GP GP G G PU P G G G U U G G P G G U U P P G G G G G G G G UG UG PU PU GP G G P G UG PU PU GP GP G G G G UG G G G UG U PU P GP G P U U P GP G G G G UG UG G G U U P P G G G G U U P P G G U P GP G G G G UG U PU

learn academy corner

Your opportunity for professional development is right here with GPUG Academy!

GPUG Academy offers Lindsay Grissom, accounting assistant at Mr. Beer, completed her PCAP and PCAR class in-depth programs requirements in only seven months! She is currently working on her community support for professionals using activity which includes writing a tech tip and leading a session at her local GPUG® Microsoft Dynamics GP. Regional Chapter meeting. Way to go, Lindsay! When you complete a GPUG Academy program, the world We recently caught up with Lindsay and discussed her experience with the PCAP and will know that you are not PCAR programs. only an expert in that area of GPUG: You signed up for the PCAP and PCAR programs in 2013. Can you tell us why? Microsoft Dynamics GP, but also Lindsay: Mr. Beer implemented Microsoft Dynamics GP 2013, and I was the person primarily that you’re focused on continuous responsible for accounts payable and receivable. As you can imagine, this left me with numerous improvement as a productive questions, and I knew I needed a better understanding of how the information ﬂows. and effective team member in GPUG: Was your supervisor supportive of your decision to join the program? your organization. GPUG Academy Lindsay: Actually, it was my supervisor who suggested it! He knew it would beneﬁt programs go beyond the “how to” me, so before I knew it, I was looking at the schedule and registering for classes of using Microsoft Dynamics GP by that aligned with my job. incorporating training and activities on best practices, personal development, and GPUG: What have you enjoyed most throughout this process? Lindsay: I really enjoyed all the instructors and the class format. I am a other functional knowledge related to your visual learner, so it helped that I was able to do the practice sessions and ask role. Visit www.gpug.com/member-resources/ questions during class. I still refer to my class notes today! academy/ to learn more.

2014 GPUG ACADEMY

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.

Professional Certiﬁcate Program

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.

GP Professional Development

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

microsoft member showcase

Theresa Nistler, senior program manager

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

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

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.

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

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.

Always on.

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

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How to Manage Chargebacks and Allowances Agreements by Lindsay Grissom

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

32 | GPUG Magazine

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.

Document Date

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 ďŹ le that has additional documentation that we would like to have linked to this entry as well.

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.

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.

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 chargeback 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.

34 | GPUG Magazine

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.

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COMPANY: KTL Solutions INTERVIEWEE: Tim Lally, president WEBSITE: www.ktlsolutions.com HEADQUARTERS: Frederick, Maryland PHONE: 866-960-0001, ext. 204 EMAIL: Tlally@ktlsolutions.com GPUG® PARTNER MEMBER SINCE: 2010

s 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

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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 nonfinancial 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

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

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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.

Did You Know?

10½ Tips for Collaborate-ing

with Your Peers

5 2

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.

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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

Q2/Q3 2014 | 39

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 GPUGÂŽ Magazine. Letâ&#x20AC;&#x2122;s play again. Hidden somewhere between the covers of this magazine is our GPUG logo.

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Utilize your existing report templates and contact lists from Dynamics AX, GP, SL and NAV to distribute forms like invoices, POs, & reports, even attachments.

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Auto-attach files like; unpaid invoices with AR statements, MSDS with shipping documents, installation specs & invoices. You create the rules!!!

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Introducing The List MOBILE

Now 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 finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find 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 Jane@thepartnerchannel.com. NOTE: The Partner Channel and Dynamic Communities offers 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 “classified” 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!

INDUSTRY

Industry Apparel/Footwear

Churches and Ministries

AssureSign LLC

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 FundVision Powerful fundraising, donor management software for nonproďŹ ts to cultivate prospects; stay in touch with constituents; track campaigns; integrate w/Dynamics GP. Support Check Scanner, CC Processing, web donations.

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Automotive AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Automotive supplier industry focused ERP: EDI, AIAG Labels, MMOG/OEE Requirements, PPAP, Blanket Releases, SCM, Mixed Mode, and Repetitive.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;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 oďŹ&#x20AC;ers decimal precision, 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, production, & planning for Food, Beverage, Chemical, Cosmetic, Personal Care, & Pharmaceutical manufacturers.

KEY:

Axapta

Great Plains

42 | GPUG Magazine

Condominium Developers

CORE Real Estate Software http://www.corerealestatesoftware.com 416-644-1456 CORE Real Estate Software From marketing and sales to dĂŠcor and warranty tracking, manage all aspects of condominium development within the Microsoft Dynamics platform.

Construction WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage installation process. Bid, estimate & track project costs.

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage 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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Navision

Solomon

http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 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.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 877-855-8860 NEW: CPG Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Item & Customer ProďŹ tability â&#x20AC;˘ Multiple Scenario Analysis â&#x20AC;˘ Variance Reporting â&#x20AC;˘ Top-down/Bottom -up planning by skew, cust, category etc.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Cross Industry Solution

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

AvidXchange, Inc.

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, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 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 BeneďŹ 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.

http://www.ariett.com â&#x20AC;˘ 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.

Customer Relationship Management

Retail Management System

Point of Sale

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Liaison Software Corp

AvidXchange, Inc.

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 â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;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!

Education Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

KEY:

Axapta

Great Plains

Finance/Banking AssureSign LLC

Food and Beverage Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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 â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;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.

Navision

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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Government Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, 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 â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Management Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 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.

Government Contracting

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Healthcare

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 â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed 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 â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Management for Home Health and Long Term Care. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 43

INDUSTRY

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 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.

INDUSTRY

Paramount Technologies

Life Sciences

Computer Information Enterprises

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.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Sierra Workforce Solutions

Maintenance Management

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 NorthScope - Sales Order Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item.

eRPortal Software Group LLC http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

High Tech and Electronics Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios. QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix CPQ (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Insurance AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

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 solutions for managing strategic assets and operations.

Manufacturing AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Lean, Repetitive and Supply Chain Mgmt. oďŹ&#x20AC;ering with real time alerts. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

docSTAR http://www.docstar.com â&#x20AC;˘ 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 (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating 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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ 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).

Axapta

Great Plains

44 | GPUG Magazine

Metafile Information Systems, Inc. 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.

Navision

Solomon

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

Customer Relationship Management

Retail Management System

Media 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 â&#x20AC;˘ 480-240-5662 KORE ProSportsâ&#x201E;˘ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹ&#x192;cking.

Point of Sale

Horizons International

Publishing

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

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.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close.

Retail

Paramount Technologies http://www.paramounttechnologies.com 800-725-4408 WorkPlace for Non-ProďŹ ts Requisition & Expense with GL Distribution, Encumbrance & Audit Trails. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration 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 â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Oil and Gas

Professional Services JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionalsâ&#x201E;˘ and Practice Management for Professionalsâ&#x201E;˘ 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.

Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization.

Pharmaceuticals

Unanet Technologies http://www.unanet.com â&#x20AC;˘ 703-689-9440 Unanet Project Portfolio Resource planning, time/expense tracking & project accounting for GP/SL.

Axapta

Great Plains

Navision

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Software Corporate Services

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 â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Solomon

http://www.totaldynamicssolutions.com 877-855-8860 NEW: Retail Toolkit for Your Entire Organization â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Integrated Store/Merch Planning â&#x20AC;˘ Ticket/item/employee detail â&#x20AC;˘ Corporate & Store level P&Ls â&#x20AC;˘ Inventory analytics/optimization â&#x20AC;˘ Product life-cycle management

Social Services

Avalara, Inc.

Property Management

KEY:

Total Dynamics Solutions, LLC

AvidXchange, Inc.

Customer Relationship Management

Retail Management System

http://www.corpservice.com â&#x20AC;˘ 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

Warehouse Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 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 â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Point of Sale

Q2/Q3 2014 | 45

INDUSTRY

Non-Profit Organizations

INDUSTRY

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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 â&#x20AC;˘ 401-276-9000 Operations Core Help your backoďŹ&#x192;ce work more effectively with your warehouse.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration 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 â&#x20AC;˘ 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. 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 ExcelLinkexport/import to CSV ďŹ les.

W holesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Have The List help you like it helped TiďŹ&#x20AC;any with DynamicPoint: â&#x20AC;&#x153;The List on my mobile phone is so convenient! Last year at Convergence, one of our customers was in search of a BI solution speciďŹ 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 oďŹ&#x20AC; with a plan.â&#x20AC;? TiďŹ&#x20AC;any Allen DynamicPoint

KEY:

Axapta

Great Plains

46 | GPUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Horizontal Accounting

Automation

Rockton Software http://www.rocktonconnect.com â&#x20AC;˘ 877-476-2586 NEW: Rockton Connect Accounting built inside Microsoft Dynamics CRM.

Analytics Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate 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 ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast.

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 solutions for managing strategic assets and operations. WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

Barcode Data Collection Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ BarCode.aspx â&#x20AC;˘ 905-847-7746 CPS - Bar Code Label Application for POP, SOP, Inventory and Fixed Assets Generate Labels for an entire transaction with a single click. $1500. Computer Productivity Services Inc. http://www.cps.ďŹ nancial.oďŹ&#x192;celive.com/ Inventory.aspx â&#x20AC;˘ 905-847-7746 CPS - Wireless Inventory Physical Count State of the Art count and adjust inventory by class/site $3500. Ideal for Lot or Serialized Inventory. Also available for ďŹ xed assets. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 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. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Budgeting

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable. Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

KEY:

Axapta

Great Plains

Navision

Solomon

T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and ďŹ&#x201A;exible Excel-based budgeting 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 â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Financial & Sales Planning â&#x20AC;˘ Procurement Planning â&#x20AC;˘ Trade Management â&#x20AC;˘ Secure input, consolidation, and Versioning; top-down/bottom-up

Business Intelligence

http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

Retail Management System

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 actionâ&#x20AC;&#x201C;empowering 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 â&#x20AC;˘ NO User/Seat Licensing Costs â&#x20AC;˘ Dynamic Cubes (GL/ProďŹ t/&More) â&#x20AC;˘ Web-based Reporting â&#x20AC;˘ Dashboards â&#x20AC;˘ 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 & workďŹ&#x201A;ow process automation. Speed decision making, eliminate manual tasks & instantly 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, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Halo Business Intelligence

Customer Relationship Management

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Intelligence Grow smarter and improve eďŹ&#x192;ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

Point of Sale

Q2/Q3 2014 | 47

HORIZONTAL

Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 GP Agent Schedule maintenance - checklists, script statements, reconcile & more.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation.

HORIZONTAL

ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Compliance

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by MercuryÂŽ 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.

Fastpath Solutions, Inc

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Commissions Flaum Technologies Inc. http://www.CommissionCalc.com 888-962-6667 ext. 24 CommissionCalc The practical way to automate "impossible" commission plans.

KEY:

Axapta

Great Plains

48 | GPUG Magazine

AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 The ACA Dashboard Complete solution for proactive management and reporting for compliance with the AďŹ&#x20AC;ordable Care Act.

Check Printing

Trans-Micro, Inc. http://www.checkfactory.com â&#x20AC;˘ 800-749-2335 Check Factory Visual Series v5 for Dynamics GP and SL Check FactoryÂŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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.

Liaison Software Corp

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 virtually any data available in Dynamics on checks. Digitized signatures, positive pay, secure remote printing.

Customer Relationship Management

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 information within them & keeping you within compliance mandates.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

MHC Software, Inc.

Credit Card/Check Processing

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 â&#x20AC;˘ 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Navision

Solomon

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 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 â&#x20AC;˘ 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data oďŹ&#x20AC; site with tokenization.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 Credit Card Advantage Our ePayment solution will simplify your payment acceptance process & reconciliation, reduce credit card fees & fulďŹ ll PCI requirements.

Customer Relationship Management

Retail Management System

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 (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 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.

Data Integration

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 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 â&#x20AC;˘ 773-384-9264 Alba360 Posting Server GP Automated GP posting utility optimized for high transaction volume with support for audit trails, email error notiďŹ cation, Inter/cross-company transactions, batch selection rules & 3rd party application integration.

Point of Sale

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 COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Data Management Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Distribution Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Document Management

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

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.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration 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 â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

http://www.ariett.com â&#x20AC;˘ 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/ â&#x20AC;˘ 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 â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed 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 â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 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 workďŹ&#x201A;ow.

Metafile Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;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. WorkďŹ&#x201A;ow & Report imaging.

E-commerce

Avalara, Inc. Liaison Software Corp

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 49

HORIZONTAL

Ariett Business Solutions, Inc.

Business Systems Integrators Computer Pundits Corporation http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ 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.

HORIZONTAL

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 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 â&#x20AC;˘ 909-482-4701 eStore Solution Stack Go beyond shopping cart integration with our automated web store for handing web orders and fulďŹ lling them through Dynamics GP.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB eCommerce Take your business online with SMB e-Commerce. Create web storefronts, track and manage the customer buying experience, and accurately process transactions, which are fully integrated with SMB Suite solutions.

EDI 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.

KEY:

Axapta

Great Plains

50 | GPUG Magazine

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

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 â&#x20AC;˘ 617-401-3341 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances. Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Dynamics Report Manager Any report, any time, any where, on any device.

Electronic Signatures HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 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 aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Electronic 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, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Credit Card Expense Manager Credit card statement import, categorybased GL distributions, AP vouchers generation. Employee Web Portal & Email options for self-service expense category assignment.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 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 eďŹ&#x20AC;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 workďŹ&#x201A;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 â&#x20AC;˘ 780-990-0220 Spencer Easy, conďŹ gurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workďŹ&#x201A;ow, multi-currency, VAT support, electronic receipts and more.

Ariett Business Solutions, Inc.

Paramount Technologies

http://www.ariett.com/ â&#x20AC;˘ 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.

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.

Field Service Management Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 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.

Customer Relationship Management

Retail Management System

FieldBoss http://www.ďŹ eldboss.com 416-256-4995 ext. 221 FieldBoss - Field Service. SimpliďŹ ed. Automates workďŹ&#x201A;ow for ďŹ eld service companies. Increase eďŹ&#x192;ciency and reduce operating costs while improving the level of customer service.

Point of Sale

FieldOne Systems http://www.ďŹ eldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ 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 â&#x20AC;˘ 262-821-4100 Signature Innovative ďŹ eld service solutions streamline operations from sales to the ďŹ eld to accounting.

Financial Services ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Investment Assets Unrealized and realized gains/losses, amortization, interest accruals, track portfolios and percent of ownership by multiple entities.

Fixed Assets

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 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 BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

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 departments, 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 â&#x20AC;˘ 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).

KEY:

Axapta

Great Plains

Paychex http://mystaffingpro.com â&#x20AC;˘ 800-939-2462 myStaffingPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and beneďŹ ts administration, employee self- service, payroll, and tax compliance.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL Allow users to Copy-Paste-Import journal entries from Excel to Dynamics.

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, 360Â° 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, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more! JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ 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.

Navision

Solomon

mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 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 â&#x20AC;˘ 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 â&#x20AC;˘ 260-485-0665 Infinia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Retail Management System

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count Provides the most robust and complete physical inventory functionality. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 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 accuracy, minimize downtime. Now with ExcelLink- export/import to CSV ďŹ les.

Inventory Management

Corporate Renaissance Group http://www.crgroup.com/ combiner â&#x20AC;˘ 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.

Customer Relationship Management

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ 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 â&#x20AC;˘ 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 CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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 eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

Point of Sale

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HORIZONTAL

General Ledger

Inter-company Processing

HR Management Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Inventory Enhancement

Ariett Business Solutions, Inc.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Job Costing

HORIZONTAL

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 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 â&#x20AC;˘ 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 eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration 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 â&#x20AC;˘ 262-821-4100 Signature Manage costs by closely tracking all components of a project - labor, materials, equipment, etc.

Manufacturing Enhancement

Horizons International k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 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 â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app KEY:

Axapta

Great Plains

52 | GPUG Magazine

Navision

Solomon

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

Mobility Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Payables 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 endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access 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, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 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.

Customer Relationship Management

Retail Management System

http://www.ariett.com â&#x20AC;˘ 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 â&#x20AC;˘ 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 â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 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 eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

Esker Inc http://www.esker.com â&#x20AC;˘ 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 importing vendors, vouchers/credit memos, manual payments, & apply info. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Point of Sale

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment 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.

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment NotiďŹ 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 approvals for PO and non-PO Invoices.

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic ReQlogic is a browser-based employee productivity suite providing solutions for eProcurement, requisitions, vendor invoices, time & expense, and advanced workďŹ&#x201A;ow.

KEY:

Axapta

Great Plains

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Pay Stubs Online A web-based app that provides employees online access to their pay stubs. Employees can be notiďŹ ed through email when their pay stub is available online. ConďŹ guration tool allows control to information. Liaison Software Corp

Payroll Enhancement

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

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.

MHC Software, Inc.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ 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-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more!

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 â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator PR Allow users to Copy-Paste-Import Payroll trans from Excel to Dynamics.

Portals DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 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 (ConďŹ gure Price Quote) for Microsoft Dynamics CRM & ERP Experlogix CPQ solutions meet the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Procurement Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-eďŹ&#x20AC;ective, based on Alba360 Advance WorkďŹ&#x201A;ow. Includes req requests, conďŹ gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 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 eďŹ&#x20AC;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 workďŹ&#x201A;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 â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

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.

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 53

HORIZONTAL

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 Purchase Management for Dynamics GP Flexible end-to-end solution which increases eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more.

Product Lifecycle Management

HORIZONTAL

QBD Systems http://www.qbdsys.com â&#x20AC;˘ 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Productivity

Encore Business Solutions http://www.encorebusiness.com 888-679-5720 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

Gorilla Expense http://www.gorillaexpense. com â&#x20AC;˘ 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 â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service ďŹ rms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities.

Purchase Order Processing Enhancement

Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: SmartFill SmartFill ~ The Google-style data entry search tool.

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Requisition Management Flexible, cost-eďŹ&#x20AC;ective, based on Alba360 Advance WorkďŹ&#x201A;ow. Includes req requests, conďŹ gurable multi-level/parallel approvals, PO release to Vendor, PO receipts, Visual Designer and Mgmt console. GP, web & mobile.

Business Computers Software, Inc.

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.

KEY:

Axapta

Great Plains

54 | GPUG Magazine

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 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 eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Quality Control

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Receivables Enhancement eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ 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 eďŹ&#x192;ciency of the purchasing process. Web based, user friendly with adaptable workďŹ&#x201A;ows. Modules: â&#x20AC;˘ Requisitions â&#x20AC;˘ Goods receipt â&#x20AC;˘ Invoicing â&#x20AC;˘ Expenses â&#x20AC;˘ Approval app

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.

Ariett Business Solutions, Inc.

Encore Business Solutions http://www.encorebusiness.com 888-647-7113 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage - Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Paramount Technologies

Project Accounting

http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit.

Reconciliation

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTS â&#x20AC;&#x201C; 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.

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

deFacto Global, Inc. Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome 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 â&#x20AC;˘ +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 ďŹ le, open invoices and the customer register - the system matches all incoming payments.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 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 â&#x20AC;˘ 617-401-3341 NEW: Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL. This also aids SEPA compliance for those trading in Europe.

Reporting 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.

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 ďŹ&#x201A;y. Sort, ďŹ 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 ďŹ elds in GP. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Rockton Software http://www.rocktonsoftware.com 877-476-2586 NEW: Dynamics Report Manager Any report, any time, any where, on any device.

Royalty

Axapta

Great Plains

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 â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP. Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Sales Order Processing Enhancement

Liaison Software Corp

Navision

Solomon

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.

Fastpath Solutions, Inc

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Security

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 SOP Auto Invoice Adds automatic sales order transfer, invoice printing & posting to SOP.

KEY:

Customer Relationship Management

Retail Management System

http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ 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 oďŹ&#x20AC;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 â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; 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.

Point of Sale

Q2/Q3 2014 | 55

HORIZONTAL

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 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.

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier â&#x20AC;&#x153;All-in-Oneâ&#x20AC;? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, AďŹ&#x20AC;ordable.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly.

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.

Shipping/Manifesting Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

Supply Chain Management

HORIZONTAL

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics. AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 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 CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 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.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 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 SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

System Enhancement AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modiďŹ 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 ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 406-404-2036 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

m-hance Inc http://www.m-hance.com/us â&#x20AC;˘ 617-401-3341 NEW: VAT Management for Dynamics GP Accurately track VAT, deal eďŹ&#x20AC;ectively with partial, ďŹ xed and variable VAT recovery. Reclaim tax that is rightfully yours, save time, increase ďŹ 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-asyou-go pricing.

Time and Attendance

Tax

KEY:

Axapta

Great Plains

56 | GPUG Magazine

Business Computers Software, Inc.

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics.

Navision

Solomon

Sierra Workforce Solutions

http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing.

http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Travel Expense Management

Workflow / Notifications Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced WorkďŹ&#x201A;ow Incl. web-based Visual Designer, rules engine, simple doc mgmt., web-based data entry and workďŹ&#x201A;ow manager. Very customizable, integrated with GP, Apple, Android and link to other apps. Call re Proof of Concept oďŹ&#x20AC;er. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll.

Customer Relationship Management

Retail Management System

Point of Sale

MHC Software, Inc.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint WorkďŹ&#x201A;ow Solutions that Integrate with Microsoft Dynamics Custom SharePoint workďŹ&#x201A;ows integrated with Dynamics GP, NAV and CRM.

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data WorkďŹ&#x201A;ow and notiďŹ cations anytime, anywhere in Microsoft Dynamics. Works seamlessly within and across your existing system, is ďŹ&#x201A;exible and easy to use, improving organizational performance.

Metafile Information Systems, Inc.

http://www.mhcsoftwareinc.com 952-882-3341 MHC WorkďŹ&#x201A;ow Easily route documents needing approval- invoices, HR docs, etc. electronically. Ensures they are not lost, stalled or misplaced.

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost eďŹ&#x20AC;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 â&#x20AC;˘ 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.

Application Service Provider/Hosting

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, customizations, 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/ â&#x20AC;˘ 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 â&#x20AC;&#x153;Dynamics Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;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 â&#x20AC;˘ 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 â&#x20AC;˘ 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

Cloud Computing Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

SERVICES

Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 57

Data Resolution, LLC http://www.dataresolution.net â&#x20AC;˘ 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.

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application oďŹ&#x20AC;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.

GoIWx, Inc. http://www.goiwx.com â&#x20AC;˘ 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Suite Grow smarter with SMB Suiteâ&#x20AC;&#x2122;s fullyintegrated Microsoft Cloud ERP, CRM, and eCommerce solutions for small and mid-sized businesses.

SERVICES

Reviora http://www.reviora.com â&#x20AC;˘ 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

KEY:

Axapta

Great Plains

58 | GPUG Magazine

Custom Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 10 years of experience in custom development work.

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom 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 â&#x20AC;˘ 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate.

Navision

Solomon

Sierra Workforce Solutions

Implementation Services

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.

Sierra Workforce Solutions

Dexterity Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. DexPros http://www.dexpros.com â&#x20AC;˘ 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 â&#x20AC;˘ 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.

Managed 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.

Marketing Planning & Services Looking Glass Marketing http://www.lookingglassmarketing.com 614-453-5927 Cost-eďŹ&#x20AC;ective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

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 solution or only certain components. We also oďŹ&#x20AC;er a variety of customization and training services.

The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline. Tornado Marketing, Inc.

Customer Relationship Management

Retail Management System

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Point of Sale

Member Organizations

Sales Tax Management Service

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.

OnDemand Trials

RoseASP http://www.goERPcloud.com â&#x20AC;˘ 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics industry speciďŹ c demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

Partner Support Service DFC Consultants, Ltd http://www.DFCconsultants.com â&#x20AC;˘ 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 oďŹ&#x20AC;erings. 25+ yrs.

KEY:

Axapta

Great Plains

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

Navision

Solomon

Social Media The Partner Marketing Group http://www.thepartnermarketinggroup.com 732-237-8795 ButterďŹ&#x201A;y Publisher Join Dynamics partners on ButterďŹ&#x201A;y, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eďŹ&#x20AC;ective!

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 oďŹ&#x20AC;er Management Reporter classes. See website for details.

Upgrades

Software Development Consulting Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost eďŹ&#x20AC;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 â&#x20AC;˘ 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.

Training

Writing/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.

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.

Customer Relationship Management

Retail Management System

Point of Sale

Q2/Q3 2014 | 59

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