2016 Q3 by Dynamic Communities, Inc

Q3 2016 â&#x20AC;¢ www.GPug.com

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contents Q3 2016 www.gpug.com

Tweet It! When you finish reading, share your favorite article on Twitter, #GPUG.

In Every Issue 5 From the Chairman 7 From the Director 8 Events 10 Meet Your Peers 12 Welcome to Our New Members 14 Chapter News 24 Volunteer of the Quarter: Frank Heslin 27 Find the Logo Contest 33 What’s New on the GPUG Website 35 Name That Photo Contest 44 On Topic 47 Word Find 56 57 60 67

Q3 2016 • WWW.GPUG.COM

PREPARE NOW FOR YEAR-END POWER BI, SECURITY, DIVE INTO AND SETUP CHECKLISTS

Advertiser Index ACOM Solutions, Inc. . . . . . . . . . . . . . . 2 Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 BatchMaster Software, Inc. . . . . . . . . 29 Business Computers (Time Matrix). . . . 22 Business Systems Integrators, LLC . . 6, 84 GPUG Chapter Sponsors . . . . . . . . . . 60 GPUG Summit 2016. . . . . . . . . . . . . 9, 61 Greenshades . . . . . . . . . . . . . . . . . . . . . 4 Integrity Data . . . . . . . . . . . . . . . . . . . . 25 k-eCommerce. . . . . . . . . . . . . . . . . . . . 17 KTL Solutions, Inc.. . . . . . . . . . . . . . . . 24 Mekorma. . . . . . . . . . . . . . . . . . . . . 42-43 MetaViewer from Metafile . . . . . . . . . . 49 Nodus Technologies, Inc.. . . . . . . . . . 32 reIMAGINE 2016 . . . . . . . . . . . . . . . . . 59 Rockton Software. . . . . . . . . . . . . . . . 55 Thomson Reuters . . . . . . . . . . . . . . . . 54

Trending Topics Academy Corner Webinar Speed Read The GP List, from The Partner Channel

Features 13 Celebrating 10 Years of GPUG Summit 16 Humans of GPUG Pamela Lasiter 18 How Safe is Your Microsoft Dynamics GP? 23 Two Fantastic Features in

Microsoft Dynamics GP 2016 26 New Community on the Block Check out pbiug.com 28 User Member Showcase Estenson Logistics 30 Help! My General Ledger Does Not Balance 34 Tips & Tricks Finding the Functions in Power BI 36 A Preview of GPUG Summit 2016 37 Chapters at Summit 2016 38 Microsoft Member Showcase Jennifer Ranz 40 Solving Problems Requires an Open Ear 46 Tips & Tricks Removing Items from Sites 48 VAR Partner Solution Showcase Crestwood Associates 50 Getting Prepared for Year-end 1099 Processing 52 Chapter Sponsor Showcase 54 Tips & Tricks Setup Checklist – Not Just for New Companies! 58 ISV Partner Solution Showcase Wolters Kluwer 62 Independent Professional Certification from the Association of Dynamics Professionals 64 Industry Showcase Hospitality 66 Amplify 2016: Thank You to our Sponsors

Q3 2016 | 3

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Goingfrom to the the Next Level... gpug chairman

letter

Sherry Linares

Focusing on Microsoft Dynamics GP 2016 and Summit

Aaron Back

his quarter’s GPUG® Magazine focuses on Microsoft Dynamics GP 2016 and Summit, and I couldn’t be more excited about both topics! Microsoft Dynamics GP 2016 has many new features that will enable you to be more efficient and/or or accomplish new things. A couple of my favorite features are the All-In-One View for Purchasing, Sales, and Inventory and the ability to embed Power BI tiles on the home screen. Be sure to check out the Microsoft Dynamics GP 2016 articles in this edition. You may discover something that will spark an idea or help you decide to upgrade. As for Summit, well, let’s just say that Summit is the highlight of my year. It’s a chance to meet with old friends, connect with new peers, learn from talented people, and hear more about what’s coming for Microsoft Dynamics GP. If you are going to Summit, then make sure to plan your trip. Planning is key to a successful conference. A few things to ask yourself are: »» Do I have current projects or upcoming projects for which I need more information? With this in mind you can ask yourself the next questions: »» Which sessions do I want to attend? »» Where are the sessions located in proximity to other events or sessions? »» Which vendors do I need to speak with in the Expo Hall? »» Who can I connect with to help me learn more, introduce me to other peers, or ask questions of? If there are several folks from your company going to Summit, I recommend having a preSummit planning meeting and a post-Summit meeting. The pre-Summit meeting is to coordinate your “divide and conquer” efforts. You can decide who will attend what sessions. The post-Summit meeting is to bring everyone back together to share what you learned, who you met, or vendors to explore. This year’s Summit will be larger than prior years. Look at this as a fantastic opportunity as it means you have a greater chance of connecting with key people – there are networking opportunities galore! I look forward to seeing you at Summit and hearing your stories on what you have accomplished with Microsoft Dynamics GP! Regards,

Aaron Back Chairman, GPUG Advisory Board

Q3 2016 | 5

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Goingfrom to the the Next Level... gpug director

letter

Sherry Linares

10 Years and Counting

Bob McAdam

t’s hard to believe we’re on our 10th rendering of this fabulous event we call GPUG® Summit – it really and truly is! I have vivid memories of being in San Diego for Convergence 2007, as a Customer, awaiting my very first session with my schedule completely built like a well-prepared end User usually has. Suddenly, I’m being asked to vacate my seat by my Partner so we can walk over to a nearby “User group event”, and that’s when I saw all the black and gold signs as well as Andy Hafer, founder of Dynamic Communities, making the formal announcement in front of a small audience that a Microsoft Dynamics GP User Group was being launched. I knew Andy via the Tampa Bay Technology Forum (TBTF) I belonged to, but this idea had legs and was right in my wheelhouse, to boot. I inquired about helping right away and opened the very first GPUG Chapter in Central Florida three months later, hosting a meeting in Tampa for nearly 20 people. The rest, as they say, is history. A total of 108 people showed up in Redmond, Washington six months after Andy formerly launched GPUG for the very first GPUG Summit event. I found myself on a small, six-person Summit planning committee, recommending session ideas that would educate others in attendance for this inaugural conference, and even presented on a couple of topics as well. The following year, GPUG Summit was held simultaneously with three other Microsoft Dynamics application User group events just outside Las Vegas, and while the crowd was a bit more robust, it was still relatively small. As each year went by, a few more folks got wind of what we were doing and decided to join us. Slowly but surely, the idea of an independent group sharing ideas and solutions with one another to better the Microsoft Dynamics GP community as a whole began to really garner traction. Watching this idea blossom over time has, for me personally, epitomized excitement. Now all these years later, we’re here in my adopted hometown of Tampa to celebrate a 10th GPUG Summit, and we’ll have considerably more than 108 people milling around downtown, too! While the scale is much bigger today than back when we started all this, the mission is unchanged. The current, 23-person GPUG Summit planning committee compiled a comprehensive session schedule the same way we always have, amassing more superb content than anyone could possibly imagine, and I’m more humbled than words could ever express to be leading this programming effort so as to make this GPUG Summit the biggest and best ever. Thank you for all the support as well as the numerous contributions we’ve received for this event as we celebrate our incredible Microsoft Dynamics GP community here in fabulous west central Florida – I can’t wait to get started once again! Sincerely,

Bob McAdam Program Director

Q3 2016 | 7

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

events

sessions meetings courses

The Learn & Engage section 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 Pre-Conference Academy Training

October 9-11, 2016 Tampa, Florida

www.gpugsummit.com/event/ academy-training

GPUG Summit 2016

October 11-14, 2016 Tampa, Florida

www.gpugsummit.com

Academy Courses

September 15 Reporting 101 in

Microsoft Dynamics GP – Report Options, SmartLists, and More! September 16 SSRS 101 October 27 Human Resources – Let’s Learn It Together! November 3 Best Practices for Your Month-end and Year-end Close November 10 HR Reporting with SmartLists & Microsoft Dynamics GP HR Reports November 17 Intro to SQL for Accountants & Non-DBAs November 18 Inventory Setup, Management, & Reconciliation December 8 Reporting 201 in Microsoft Dynamics GP – SmartList Builder and Excel Report Builder December 9 SSRS 101

8 | GPUG Magazine

Chapter Meetings

September 14 New York | New York City September 14 Florida | Fort

September September September September September September September

November 17 California | Irvine/

November 17 Tennessee | Nashville November 22 California | San Francisco December 7 Florida | Fort Lauderdale/

Orange County

December December December December

Miami

December December December December December December Charlotte

7 Texas | Austin 8 New York | Albany 8 Arizona | Phoenix 14 North Carolina |

WEBINARS

September 12 Certifications from

the Association of Microsoft Dynamics Professionals September 14 Partner Membership Benefits September 15 GPUG Membership Benefits Overview and Orientation October 12 Partner Membership Benefits November 9 Partner Membership Benefits November 17 GPUG Membership Benefits Overview and Orientation December 12 Certifications from the Association of Microsoft Dynamics Professionals December 14 Partner Membership Benefits

Check out the event calendar on www.gpug.com and click on “Learn & Engage.”

count us in.

COUNT ON SAVING UP TO $400 WITH CONFERENCE PRICING UNTIL OCTOBER 9.

Sending a larger group to GPUG Summit makes it easier to transfer knowledge than when we sent a smaller group. It used to take up quite a bit of time to implement and deploy new learnings because only a few people acquired the knowledge. When other departments go we can piggyback off each other and more quickly determine priorities and delegate ownership. Larry Carrethers, System Administrator | Dolese Bros. Co.

OCTOBER 11-14, 2016 | TAMPA, FL #GPUGSUMMIT | #COUNTONSUMMIT

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

meet your gpug peers

We asked several members of the GPUG Summit Programming Committee what they look forward to most at Summit. For a full listing of GPUG Summit 2016 Programming Committee members, visit www.gpugsummit.com/about/programming-committee.

Bert Green

company Berger Transfer & Storage, Inc.

company Connexus Energy

title Business Analyst; GPUG Minnesota Chapter Chairman

company ExamWorks, Inc.

title Financial Systems Administrator

10 | GPUG Magazine

The Academy courses, networking, and seeing how others use Microsoft Dynamics GP.

title Microsoft Dynamics GP Developer/ Administrator

Brian Lambertz

The content we have in store for GPUG Members is terrific! I look forward to the great content as well as the many wonderful networking opportunities. This conference is the place to be if you are a Microsoft Dynamics GP professional, and so many great opportunities present themselves at this event.

Frank Heslin

Seeing the people that I’ve become friends with over the last several years, and making some new ones, learning something new, and finding out where Summit will be in 2017!

Kevin Carnahan company Dietzgen Corporation title Microsoft Dynamics GP Administrator

Making new connections and learning from peers. Summit has always been a valuable experience because it brings people together and promotes networking with end Users, ISVs, and other professionals.

Kristen Hosman company PlatinumCode title Accounting Manager

Being able to learn from the experts. Presenters that lead sessions are at the top of their game when it comes to their experience with Microsoft Dynamics GP. I’m also excited about having the opportunity to be a Microsoft Dynamics GP Medic again this year and network with Users.

Steve Erbach company WOW Logistics Company title Business Analyst & Microsoft Dynamics Platform Administrator

Networking and schmoozing. This is my third Summit, and now that I’m more hooked into GPUG, I’d like to make the most of the contacts I’ve made through dinner with peers, Energize Leadership Training, the Expo Welcome Reception, meeting every Wisconsinite at Summit and handing them special Wisconsin GPUG Summit Chapter of the Year (2014) badges, the Mekorma Hub, and getting my picture taken with as many MVPs and All Stars as I can, especially Leslie Vail!

Wally Dodds company Dorado Solutions, Inc. title Founder

Face-to-face time with existing Customers and colleagues as well as meeting new people. We spend so much time working remotely, emailing, phoning, and screen sharing. It is always great to reconnect and hang out in person. I know that I will learn something new and be able to pass along something new to others as well; sharing at GPUG is the key!

Q3 2016 | 11

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members welcome to our new members

New GPUG User Members

ABILITY Network Advanced Dermatology & Cosmetic Services Advanced Group AgaMatrix, Inc. Air Products Equipment Company American Bible Society American Center for Law & Justice American LubeFast American Share Insurance Ardent Mills Arkansas Bolt Company Arkansas Specialty Orthopaedics Assets, Inc Associated Asphalt Partners, LLC Avanceon limited Avila Retail Development & Management LLC Beaver Run Resort and Conference Center Big Stone Therapies, Inc. BrandForces Brant Paquette Brockport Auxiliary Service Corporation BTQ FINANCIAL Buechel Stone Burroughs Butterfield & Vallis Campus Auxiliary Services CANARIE Inc Careington International Corporation Castlelake CBS Studio Center Central Arkansas Water Chadwell Supply Chatham Financial ChildServe City of Leitchfield / Leitchfield Utilities Clarity Telecom, LLC d.b.a Vast Broadband Clearlink Coadvantage Collabria Care

ACE Microtechnology Advanced Integrators, Inc. Alba Spectrum Barrett Consulting LLC BDO Canada LLP Business Growth & Performance Improvement

Colonial Parking, Inc. Comfort Research Community LINC Covenant Hospice, Inc. Custom Ecology Inc Cynvenio Biosystems, Inc. Cypher Systems Group Inc. Davidson, Holland, Whitesell & Co., PLLC DCL Degesch America, Inc. Delphia Consulting LLC Deseret Management Corporation Devflow Consulting Diba Imports, LP DLL Group Dohmen Life Science Services Duluth Seaway Port Authority Dutchman Tree Farms DV Trading, LLC Edwards Wood Products Empire Industries, Inc. Energy North, Inc. Esse Health Essen BioScience FacilitySource Federation of State Medical Boards Fire Paramedic Service Frac Tank Rentals, LLC Frame USA Inc. Freshwater Fisheries Society of BC FST Logistics Genoa, a QoL Healthcare Company, LLC Genova Diagnostics, Inc. Gilson Company, Inc. Golden State Lumber Inc Goleta Water District Goodwill Industries of Central Iowa Graybill Medical Group Inc Green Bay Packers GS Systems Guy M Turner, Inc.

New GPUG Partner Members

Constellation Software COSS Systems Corp. Emtec Envisage Software Expensify Gorilla Expense GPC Systems, Inc. Intellitec Solutions LLC

12 | GPUG Magazine

Harris Research, Inc. Hattie Larlham Foundation Hingham Municipal Lighting Plant Illinois Agricultural Association Innergex Renewable Energy Inc. Innovative Industries - HMA Insurance Administrative Solutions Iowa Hospital Association J.M. Longyear, LLC Jamestown Public Board of Utilities (BPU) Johnston Seed Company Kele Inc Kimco Staffing Services Kingland Systems Corporation Liberty Savings Bank Lori McMurray Lutheran Social Service of Minnesota MacLellan Integrated Services MAC’S, Inc. MD Financial Management Med Fusion Medcor, Inc. Meteorcomm LLC Metropolitan Emergency Medical Services Milwaukee Catholic Home Missouri River Energy Services Muscatine Power & Water National Business Furniture, LLC Nautilus International Holding Corporation Neta Scientific New Braunfels Utilities Newcomer Funeral Services Group Inc Northeast Packaging Co. Northwest Territories Power Corporation

Leaf Software Solutions LightHouse Business Information Solutions, LLC. Marla Greenman Melissa Brown On Prairie Software Paperless Business Systems

Welcome to the new

Nuss Professional Services Group Oakley Transport, Inc. One Technologies, LP Ontario Securities Commission Parts & Power Ltd Paycor PBFCM PCMS Datafit Pembroke Tile & Stone Co. Ltd. Pennymac Perfect Output Perficut Companies, Inc. Picnic Time, Inc. Piedmont Service Group Pike Enterprises LLC Polk County Health PolyQuest, Inc. Prosperity Enterprises Public Employees Benefits Agency Quality Dairy Quicken Loans Ramsoft USA RAND Worldwide Rayonier Rayonier Advanced Materials RC Fine Foods Revman International Rockbridge Romanoff Renovations Signode Industrial Group South Atlantic, LLC Southern Minnesota Beet Sugar Cooperative Southern Technical Institute Southwest Diagnostic Imaging, Ltd. SPB Psychologie Organisationnelle Spectrum Health Companies Spring & Sprout St. Joseph’s Academy St. Therese of the Little Flower, Inc. Star2Star Communications

PDG Consultants Run Business Solutions Scope Systems Sheri Ibbotson Slimstock Syvantis Technologies, Inc.

Structural Materials Inc Student Assistance Foundation of Montana (SAF) SunMed Sunroof Express, Inc. Superior Energy Services Surge Innovations, LLC T2 Systems, Inc Tallgrass Energy teeter irrigation TENASKA The Center For Head Injury Services The Gordon Lumber Company The SEFA Group The Starboard Group The Stephens Group The Worth Company Thomas Eye Group ThreatTrack Security, Inc. TMEMS, LLC TPCIGA TriCore, Inc Trinity Brick Sales, Inc. UnderCover, Inc. Urban Ventures US Assure USC Consulting Group LP Van Zeeland Oil Company VC3 Inc. VenatoRx Pharmaceuticals, Inc. Village of Pinehurst VSA Partners W.E. Aubuchon W.W. Norton & Company Western States Arts Federation Wheeler Ridge-Maricopa Water Storage District Wholesale Trailer Wildhorse Resort & Casino Williamson Employment Services, Inc. Wingspan Care Group Zoe’s Kitchen

Technology Management Concepts Training Dynamo LLC TTD Enterprises LLC Vicinity Manufacturing WatServ

Visit www.gpug.com/membership/mgam to participate in the GPUG Member Get A Member Program.

Members who have invested

in GPUG® User 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.

Meet one of our newest Members...

Southwest

Imaging,

Medical

Valley

provides

other

Users,”

Winiarski, Diagnostic

combination Ltd.

analyst for SDI. (SDI) of

radiology

Microsoft three

Radiologists. Imaging,

radiology companies: EVDI

Medical Imaging, Scottsdale The

and

company serves the Phoenix

metropolitan area with more

than 25 outpatient centers and

services

in many Phoenix hospitals as

well.

GPUG as our membership

“I’m excited to be part of

will open more doors for

learning and connecting with

says

Dynamics

Jonathan

finance

systems

GPUG

Not hard to name the most memorable moment for me: winning the GPUG All Star award on my birthday at the Reno Summit last year, my second Summit. But there were plenty of things I’ll remember from the St. Louis 2014 and Reno 2015 Summits (Editor’s Note: We had to pare down Steve’s memories a wee bit. You can view all of this commentary at www.gpug.com.): St. Louis 2014 »» Meeting and having breakfast with Béat Bucher while sitting in the wrong section (AXUG). We just liked being close to the buffet tables! »» Being volunteered by Kim Peterson to moderate a session on EDI tools for GP... and being thankful that all of the panel members were gracious to the rookie! »» The Mekorma Hub was very handy when I needed to log in to solve a GP issue for my accounting peeps back in Wisconsin. »» Getting Leslie Vail to pose for me with her famous cape! »» Seeing Bob McAdam win the inaugural Richard Whaley Academy Award in that nice amphitheater. I took one of his Academy courses there. Reno 2015

»» David Musgrave’s GP Power Tools training... and being on-stage with him for the All Star ceremony!

»» The chapter leader training session on Tuesday. »» Getting together with fellow reporting Q&A panel members in the

Exhibitors’ Hall... and playing that funky Wii bowling game thingie!

his fall marks the 10th anniversary of GPUG Summit. GPUG reached out to Members on Collaborate to have them share some of their favorite memories of the event over the years.

That’s a lot of memories. No wonder I want to go to the Tampa Summit! Steve Erbach, Business Analyst & Microsoft Dynamics Platform Administrator, WOW Logistics

Who can forget the mechanical bull rides at the bar in St. Louis! GPUG Summit in St. Louis was so much fun. David Zamora, Process Engineering Manager American Innovations

Reno was my first time attending Summit, and it made me immediately regret that I did not start going to Summit when I first started working with GP back in 2009. I am not exactly sure why I was surprised by this, since everyone has always been so helpful at chapter meetings and in the online community, but I was truly amazed with how much time and availability everyone provided to fellow GP users while at the events. There are some Users who are so incredibly active in the community that it almost makes you forget that they all have full-time jobs like the rest of us, yet they continue to go above and beyond and make themselves available. From the morning conversations at the breakfast tables, all through the day at the classes and expo, and late into the evening, everyone around me continued to be so very helpful and friendly. I may have missed out on the first eight Summits, but I am sure I will be attending the next eight, and hopefully many more beyond that! Chris Hadden, Technical Sales Manager Greenshades Software

Like Béat, Tampa was my first Summit, and haven’t missed it since!! I agree with David that the bull riding for me was a great spectator sport. I didn’t ride! Rock-n-Rave is always a good time, and who doesn’t look forward to Mark Rockwell singing? I mostly just look forward to getting to Summit, and seeing everyone in the GPUG community. #GPUGSTRONG Frank Heslin, Financial Systems Administrator ExamWorks, Inc.

GPUG Summit to me is like a family reunion, and I’ve been a part of seven of the 10. It’s remarkable watching peers share their experiences so that they can help others in using Microsoft Dynamics GP. The greatest enjoyment for me is to watch Users grow in presenting and truly make a difference in others’ professional lives. Sometimes giving direction to one situation can make that peer a rock star back at the office. I love to observe and be a part of this dynamic community! Kim Peterson, Director of User Experience InterDyn BMI

GPUG Summit 2013 was my very first participation and a memorable one, as I got rewarded with a GPUG All Star 2013 title! I loved the event – even more than Convergence that I had attended the first time in 2007 – but never really noticed the existence of an “alternative” Microsoft Dynamics GP event. I really started to become involved in GPUG in 2011, and decided to give the Summit a try in 2013 as it was in the lovely sunny Tampa Bay and on the east coast. Never regretted that decision and have not missed one year since. Béat Bucher, Business Analyst, Dynamics GP MVP Ultra-Electronics Forensic Technology Inc.

Q3 2016 | 13

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Chapter

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14 | GPUG Magazine

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Up-and-Coming Chapter

Detroit

Chapter Leaders

Jeff Dalton, Corporate Operations Manager The Spiratex Company

Pete Wayne, CIO Oscar W. Larson Co.

Jeff Dalton, corporate operations manager for The Spiratex Comnpany, and Pete Wayne, CIO of Oscar W. Larson Co, are a small yet mighty leadership team for the Detroit chapter, though they’re looking to bring more leaders into the fold to make sure they can continue to provide well-organized, meaningful meeting content. During last year’s GPUG Summit, several Users based in Michigan mentioned that they wanted to attend a chapter meeting, but were hesitant to make the hour-plus drive from their location without knowing what kind of return they would get for their time investment. “Based on this feedback, we decided to bring GPUG to the Users,” says Jeff. “For Q2, we held two concurrent meetings, one in Detroit hosted by Quicken Loans and a second in Lennon, Michigan, hosted by Steiner Tractor Parts. The meetings had some content that was shared remotely, with presenters at each location. The Member showcase and facility tours were location specific. These meetings were a big success, and the folks from the Lennon meeting are planning to join us remotely for Q3, with the team at the Bavarian Inn hosting the remote location.”

»» 10 active Members, though that number is growing! »» The chapter will soon see some bling as an upcoming meeting will be

hosted by Tapper’s Diamonds and Fine Jewelry.

G PU GP G G G G UG UG PU PU GP G U PU P GP G G G G UG G PU GP G G G G UG UG PU PU GP GP G G U PU P GP G G G G UG U PU G PU GP G G G G UG UG PU PU GP GP G G G G PU P G U G P G G G G U G U PU P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G PU GP G G UG U PU P GP G G G G U U P G G U PU P GP G G G G U U P P G G G G UG G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G P G G U U P P G G G G U U P P G G G G UG UG P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU P G G PU GP G G UG U PU P GP G G G G U U P P G G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU G G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G P G U U P P G G G G UG U P P G G G G UG UG PU PU GP G G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG PU P G U G P G G G G UG U PU P G G G G UG UG PU PU GP GP G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU P G U G G G G G UG U PU P G G G G UG UG PU PU GP GP G P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G G PU GP G G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP P G U U P P G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G U PU P GP G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U PU G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G P PU P G G G U U P P G G U G P G G G G U G U PU P G G G G U U P P G G G G U U P G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU 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UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG U G U G G G PU GP G G UG U PU P GP G G G U PU P P G G G G U U P P G G G G UG UG PU PU GP G G G G U PU P GP G G G G U U P P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U P G PU GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U P P G G G G UG UG PU PU GP GP G G G G U PU P GP G G G G UG U PU P G PU GP G G G G UG UG PU PU GP GP G G G UG UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G G PU P G P U G P G G G G UG U PU P G G G G UG UG PU PU GP GP G G G G U U P P G G G G UG U PU P G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G PU GP G G UG U PU P GP G G G G U U P P G G G G UG UG PU PU GP G G UG U PU P GP G G G G U G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G U G U G PU P G G G U U P P G G G U G P G U G G P U G G G G G UG PU PU GP GP G G G G UG UG G P U G G G P G PU P G G G U U P P G G G G U U P P G G U G G P G U G U PU P G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP U G U G G G P P U G G P U G G G P U U G G P G U G G P PU GP G G G G UG UG PU PU GP GP G G G G U U P P G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU U G U G G G P P U G G P U G G G P U G G PU GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG PU PU GP G G G G UG UG PU PU GP GP G G UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG UG PU PU GP GP G G G G UG PU PU GP GP G G G G UG UG P U G U G PU P G PU P G U G G P U G G 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»» One of the most memorable sessions was a presentation on Power Tools

(formerly the Support Debugging Tool) as not many Users had heard about it. »» The map above right represents the 50 most important road construction projects in Montreal for this year. Yep. That is a challenge, Béat.

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Chapter Leader of the Quarter

Béat Bucher

Quebec Chapter Chair Business Analyst and Microsoft Dynamics GP MVP Ultra Electronics Forensic Technology Inc.

Béat Bucher, Quebec chapter chair and business analyst for Ultra Electronics Forensic Technology Inc., has a couple formidable challenges that other chapter leaders might not face. “The truth is, the GPUG Quebec chapter is a special chapter as our Members may be bi-lingual or only speak English or French, so sometimes our meeting is presented in two languages, depending on who is presenting. Also, a User group is not an organization that is in the mentality of Users around us,” says Béat. “On top of that, Montreal is one of the busiest cities in North America when it comes to road construction and people hate driving to a gathering place for a few hours and then go back, getting stuck in traffic again. I’ve had up to 12 participants register ahead of a meeting and then half show up due to traffic and road construction issues.” To try to reduce the stress of the commute to the chapter meetings and back, the chapter decided together with GPUG to try a new formula in 2016. “Two out of four chapter meetings will be held online,” says Béat. “The benefit of virtual meetings is that they can be recorded and shared among other chapter Members that missed the meeting.”

Highlights

Leader

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

member profile

PROFESSIONAL CERTIFICATE Professional Certificate for Accounts Payable

16 | GPUG Magazine

Humans of

MEMBER member Pamela Pamela LasiterLasiter

Why did you decide to complete the Professional Certificate program?

As the senior accountant, it was important to me to become as familiar with all aspects of

COMPANY Microsoft Dynamics GP as possible. Since I work directly with all aspects of the financials, Company Explorer Pipeline Company I wanted to understand how to get the information I needed quickly and efficiently. Explorer Pipeline JOB ROLE Company Senior Accountant

What are the top three things you took away from the Professional Certificate program?

MEMBER SINCE job role 1. How to utilize SmartLists effectively 2013 Senior Accountant 2. How to create reports with Management Reporter PROFESSIONAL CERTIFICATE 3. How to effectively and quickly find financial data within Microsoft Dynamics GP Professional Certiﬁ cate for member since Accounts Payable How much time did the program take to complete? 2013 Approximately eight months

Would you recommend the Professional Certificate program? And if so, what will others in your job role gain from it?

Yes, I would recommend the Professional Certificate Program. Understanding the information and how to access it to its full potential within Microsoft Dynamics GP is invaluable. It will definitely result in a well-rounded understanding of the solution.

For more information regarding membership, please visit www.gpug.com/join.

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

How

is Your Microsoft Dynamics GP?

18 | GPUG Magazine

Safe

story by Béat Bucher, Ultra Electronics Forensic Technology Inc., GPUG® User Member

while back, a company I know about that is using Microsoft Dynamics GP was hit by a malware infection that has become pretty common in the past months: Ransomware! What is ransomware, and how can you limit the damage (if not prevent it)? Preventing the spread of a virus, malware, or any kind of software threat toward your company network is a whole topic for itself and mostly the responsibility of the IT department and/ or security officer of your company. I won’t cover that in this article. Here is a brief description of ransomware as per Microsoft’s Malware Protection Center 1: Ransomware stops you from using your PC. It holds your PC or files for “ransom”. Ransomware can: »» Prevent you from accessing Windows. »» Encrypt files so you can’t use them. »» Stop certain apps from running (like your web browser). »» Demand that you pay money (a “ransom”) to get access to your PC or files. We have also seen them make you complete surveys. There is no guarantee that paying the fine or doing what the ransomware tells you will give access to your PC or files again. So, you lose control on your files and possibly in the worst-case scenario, you can’t start your computer anymore.

How do I know I’ve been affected? Most Microsoft Dynamics GP Users I know always have tons of files on their desktop (Excel, Word, Text, PDF, etc.). Those files will be the first targets of a ransomware virus. The author of the virus is not interested in your program files or other libraries (read: executable files) because they can easily be replaced and recovered from an installation media (DVD or setup program). They are more likely to look at any User-created content, which is most of the time (95%) in the form of Office documents, PDF-created content (this covers anything from your Microsoft Dynamics GP invoices, check stubs, AP/AR reports, POs, name it…), and/or not limited to any text file (.log, .txt), because they presume it was User-created, and the most valuable. If all of a sudden all your icons on the Desktop no longer show the usual icons, and their file names have some strange look (see below), then you know most likely have fallen victim of a ransomware.

The instructions may come in the form of a .txt file, but mostly it will be an .html web page. To make sure you won’t miss it, the virus will have copied in every folder where the files were encrypted. Opening the instruction file will provide you with instructions on how to recover your files.

Q3 2016 | 19

How do I get my files back? This is where it becomes tricky…and you’ll soon discover if you had a solid backup strategy in place (or maybe not). First you need to assess the extent of the damage. By the time you discover the malware, it will be gone. The way it works is to scan all the writable folders (locally and on the network) that it can reach and encrypt all User content. On your local computer, this can take anywhere between a few minutes and an hour, depending on how large your User content is. Remember: It affects only modifiable content. Once the job is done, it will auto-delete itself to cover all traces that could lead back to the pirates. If the virus originated from your computer, then every network location where you have WRITE permissions is a potential target for the virus. Microsoft has a nice tool that you can download for free from the Sysinternals website called ShareEnum. The tool is very small and doesn’t require any installation; it can be run straight from your download folder. Once executed, you’ll get a list of all the network shares accessible to you, with the permissions. You only have to worry about the ones where you have WRITE rights.

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You can export the result into an Excel file so you can easily filter out the folders that are not of concern. Getting back to your original files is possible in only two ways: »» You have a recent backup. »» You pay the asked ransom (which I don’t recommend, but sometimes your files are more vital, and you don’t have that precious backup). The cost of the ransom can be anywhere from a few hundred dollars to several thousands, depending on the number of infected files. The “pirates” are usually taking only bit-coins, which is a virtual currency and hardly traceable in the cloud. It is impossible to know which files are behind the encrypted files because they are all renamed with a unique ID. So your best bet to figure out what it was is by the folder name. Best is to do a full restore of your backups to a different location and compare the folders visually for file differences (or use a folder compare utility).

How can I avoid this happening? That is the big question! Avoid like the plague opening any attachments that come in the e-mail (or on a USB stick that you found in the parking lot), even a single Word or Excel document that you don’t trust or know the source. Macro viruses are on the comeback; they were very popular in the late ’90s to early 2000s but then lost ground on behalf of more sophisticated viruses. Macro viruses are very easy to prevent to run; it just takes a few settings in your Office apps to forbid the automatic execution of macros in the files. Either you deny them completely or you make at least the apps come up with a pop-up or a notification that the file contains a macro, and you have to manually confirm the enabling.

Those simple steps can often save you from a real disaster. It also takes common sense to not enable/ authorize macros when you don’t know what this is all about and are not sure if they should be run or not. When in doubt, ask your IT help desk!

Why did it affect my Microsoft Dynamics GP files? On the Microsoft Dynamics GP side, it seems to have been common practice in the old days to share the Microsoft Dynamics GP\Data sub-folder to the network Users, due to the shared use of dictionary files (i.e. REPORTS.DIC & FORMS.DIC). This is often the case when customizations have been done on your Microsoft Dynamics GP forms or reports, either internally by IT or by your Partner. The drawback of this is the common place of the \Data sub-folder often also holds a lot of third party configuration or setup files; just think about the old Microsoft FRx, and more recently the OLE notes or Word Templates for Microsoft Dynamics GP, and last but not least, the DEX.ini settings file for Microsoft Dynamics GP. If this is the case in your company, stop those sharing with WRITE permissions. Ask IT to change them to READ only and move out the files that need a full WRITE permission to a different place with a dedicated share name (I use \Shared_GP, for example, to host my .DIC files that have customizations). The files can be anywhere on your Microsoft Dynamics GP server, just not in the Microsoft Dynamics GP main program folder where a potential virus could overwrite many of your files. The DEX.ini is a special case as it requires full write permissions, but there are blog posts on how to manage it. In the case I’ve witnessed, the malware didn’t seem to care about the .DIC files, but everything else, like .txt, .log, .xls and .doc files, got encrypted. The same is true also for your Excel reports, in case you deployed the out-of-the-box Excel reports in Microsoft Dynamics GP. Put them on a shared folder on your Microsoft Dynamics GP server where your Users only have access in READ mode. This way you also prevent them from overwriting your default Q3 2016 | 21

reports. They can always save them as a local copy or in SharePoint. Speaking about SharePoint: Some Users are “mounting” a SharePoint folder as mapped network drives. If they have WRITE permissions, those files might get encrypted, too. Otherwise, SharePoint is pretty immune against those viruses.

Preventing is better than curing. Don’t wait until the disaster occurred. Check your network shares with the help of the tools mentioned in this article. Your mileage may vary, but if the tool returns more than a dozen shared drives to which you have full WRITE permission, then there is something wrong in your network rights and/or shares. Do backups of your personal files with the help of free sync tools to an external HDD. 1TB of space costs less than $100, and if you’re really cheap, stack up all the cloud-based storage available for free today (OneDrive, Box, Cubby, Mega, etc.; Mega offers 50 GB for free). Windows, starting with 7, has a very good built-in backup tool. Most external hard drives come with their own set of tools as well, some offering cloud-storage, too, as a second backup option. Good luck with your data safety and disaster prevention. GPUG Béat Bucher is a Microsoft Dynamics GP MVP and was a GPUG All Star in 2013. Béat works as a business analyst for Ultra Electronics Forensic Technology Inc. and serves as the Montreal, Quebec chapter leader. https://www.microsoft.com/en-us/security/portal/mmpc/shared/ransomware.aspx https://technet.microsoft.com/en-us/sysinternals/bb897442

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Fantastic Features in feature Two Microsoft Dynamics GP 2016 story by Abra Gilman, Collins Computing, Inc., GPUG® Partner Member

ouldn’t all Microsoft Dynamics GP Users be interested in saving $10-$30K in third party products? With the features that truly “come alive” in Microsoft Dynamics GP 2016, our Customers are finding their processes streamlined while their integrated product list is getting smaller. Yes, the features in this article were enabled in Microsoft Dynamics GP 2013 and forward, but the implementation and rollout lacked refinement. Here are a few key tips that we have shared with our clients in setting up document attachment and emailing in Microsoft Dynamics GP.

Document Attachment and Emailing »» Go to Admin > Setup > Company > Document Attachment Setup. »» Here you turn doc attach on (top checkbox), set the first location it will look for files (but folks can use First we’ll simplify document attachment and emailing from the Sales Entry screen.

»» If you want documents to automatically be available according to the Customer ID and/or Item Numwherever they want), and other settings.

ber, you would check those boxes and say ‘flow’. Otherwise, you can just choose to attach to a (sales/ purchasing/ inventory/ etc) document. (I will use SOP Documents in my examples.) »» If you want those attachments to be able to be emailed once you start emailing invoices, check the bottom box. Once you are in a (sales) document, you can hit the “ATTACH” button to pull up the window to attach docs. Once the doc attach screen opens, you can click on the button to pull up a document to attach to the sales document. If you want that item sent in an email, you can hit the blue arrow to have the next screen come up. You can also give this document that is attached some “properties” (like a description) if you have defined them in your system. Under the main sales document screen, there is an Actions > Select Attachments to email button. If you hit this, you can then choose which attachments (by line item, customer, or document) you will want to email, if you want to email invoices to the customer. Then, as long as the customer has had emailing enabled (which you can see by looking at the customer email detail entry screen), it will use the information to email to the customer. This is accessible from the email icon to the right of the customer ID and Blue arrow on the SOP Entry screen. Now, you will have already needed to define a Word template for your sales documents, along with the sales document template, and you should go through your sales navigation screen to enable all customers at once for email capabilities (but that is another lesson). You can modify the email address, subject, and message body prior to sending to the customer. Then you just hit OK, and the email button on the SOP Entry screen (or the batch screen, print sales documents window, or even from the sales document navigation list). If the email information does not exist, the system will defer to printing a sales document and give you an exception report. To the left is a sample email that would be sent to a customer with a sales invoice attached and an additional document describing the item(s) they ordered. (There is also the capability of reprinting historical documents to email to customers; however, you need to be running at least Microsoft Dynamics GP 2015 R2 in order to perform this function as a User other than system administrator.) GPUG

Abra Gilman is a senior conmsultant for Collins Computing, Inc. and can be reached at Agilman@collinscomputing.com.

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MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

Frank Heslin Financial Systems Administrator ExamWorks, Inc.

Who I’m following on social media right now… I don’t do Facebook, hardly ever get on LinkedIn, and I only do Twitter for GPUG® meetings or conferences! On my desk right now… Pictures of my family, the last few GPUG magazines, my Microsoft Dynamics GP library, and vendor swag from our great sponsors. My three goals for the rest of 2016… » Have a GREAT Summit » Present my first webinar » Write an article for the magazine What I do when I’m not at work… » Enjoy my family » Play fantasy baseball and fantasy football (I spend too much time on these!) » Try to impart life lessons to my 12-year-old daughter (Not always easy ) The best advice I ever received… Integrity is doing the right thing, even when no one is watching. C.S. Lewis

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New Community on the

Block Check out pbiug.com

ynamic Communities recently launched the Power BI User Group (PBIUG), and it’s off and running! GPUG® had a chance to talk with Rose Spitzer, PBIUG program director, about this new community.

GPUG: What is the appeal of Power BI to Microsoft Dynamics Users? Rose Spitzer (RS): Power BI is a tool that can be used by any Microsoft Dynamics User. It’s a cloudbased suite of business analytics tools that provides a way of bringing company data to life across the organization and on all types of devices. It helps Users organize data visually to create dashboards, spot trends, and produce interactive reports while keeping it all in one place accessible from any place. GPUG: Why was the PBIUG created? RS: PBIUG was created to provide a central community for individuals using Power BI business analytics tools to engage in value-added networking, collaboration, and knowledge sharing. PBIUG makes it easy to find Users in the same role, industry, or with similar experiences to help professionals advance their use of Power BI. GPUG: What types of resources are available on the pbiug.com site? RS: Users have a host of resources available to them. They can get up to speed and advance their knowledge on essential Power BI tools such as Power Query, Power Pivot, and Power BI Desktop by attending live webinars or accessing past ones in the Recordings Library. It’s also a place to connect, ask questions, get answers, and discover tips and tricks from others in the discussion forum. PBIUG recently held its inaugural PBIUG Focus 2016 event. Attendees participated in deep-dive educational sessions, networked via roundtables, and explored solutions together to enhance their Microsoft Dynamics Power BI investment. Attendees made connections with subject matter experts, Microsoft MVPs, and Users in similar job roles and industries. It was a great success, and we can’t wait for PBIUG Focus 2017 in Q2 2017. GPUG: How does and why should someone sign up to be part of PBIUG? RS: Any individual can sign up and be part of PBIUG, and that’s a big distinction from other Microsoft Dynamics User Groups – PBIUG is an individual-based community, not company-based. PBIUG provides access to online and in-person educational opportunities, discounts for in-person events, and access to other Power BI professionals through the Q & A Discussion Forum. Coming soon, Users will also be able to take advantage of discounts on specific PBIUG Academy courses, belong and participate in special interest groups and, of course, we’re constantly expanding our library of virtual education. GPUG To take advantage of all the resources available, sign up (for FREE) at www.pbiug.com.

26 | GPUG Magazine

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

find the

logo

No winners last time around as we tried a When you’ve found it, send an email to

bingo game on for size. Who will find the

Logocontest@gpug.com with an

logo this issue? Hidden somewhere between explanation of where and on what page

the covers of this magazine is our GPUG

it’s at. We’ll choose a winner at random

logo. Can

and will highlight

you find it?

next issue of the magazine.

him/her in the

While our logo shows up throughout the

magazine in conventional spots, it’s hidden

in only one place.

Q3 2016 | 27

User Member Showcase

COMPANY Estenson Logistics LLC

INTERVIEWEE Karl Stadick, Microsoft Dynamics GP Administrator

EMAIL Kstadick@estenson.com

PHONE 480-658-1560

WEBSITE www.goelc.com

ESTABLISHED 1996

NUMBER OF EMPLOYEES 1,650

MICROSOFT DYNAMICS GP USER SINCE 2013

MICROSOFT DYNAMICS GP VERSION Microsoft Dynamics GP 2015 R2

NUMBER OF USERS 15

28 | GPUG Magazine

arl Stadick is no new kid on the block: He started his career at Great Plains Software back in the very first versions of Microsoft Dynamics GP. Fast forward 25 years, and Karl is the Microsoft Dynamics GP administrator for Estenson Logistics LLC, based in Mesa, Arizona. He and he alone makes sure Microsoft Dynamics GP works for their 15 Users, addressing any errors and troubleshooting issues. Karl is on point for helping Users create SmartLists and reports, streamlining operations, implementing system integrations, and ensuring everything is flowing as it should in and out of their Microsoft Dynamics GP 2015 R2 solution. Estenson Logistics currently has about 1,650 employees, and they continue to grow, so Karl is always looking for ways to shorten and automate certain tasks. A great example of this is changing the manual process of updating the weekly payables data for child support garnishments. Karl is exploring a payables integration workaround to save his staff 15 to 20 hours per month by automating this process. When Karl is assigned projects like this, he undergoes a rigorous process to ensure he understands Users’ requirements. He meets with the Users involved and documents the issue from their perspective to understand what they want the outcome to be. Then he goes back to his desk where he explores different ways to solve the problem in the simplest and most functional way possible. “It’s a constant back and forth with the Users until the final resolution,” Karl explains. “I recently had a project that took six iterations to get a final result. It takes time, but that communication with my Users is what makes our solution better for what our company needs.” Studying the Users’ processes from start to finish is critical, but Karl also recommends you always make backups. “Things get overwritten too easily, so make sure you have a copy somewhere,” Karl shares.

Automation has been top of mind recently for Estenson, yet Karl has had his fair share of building reports as a big chunk of his daily tasks. Karl says, “I use Excel Macros, Management Reporter, and SQL quite a bit, but we’re starting to make Power BI our ‘go to’ for reports.” Instead of having a User pull the information, Power BI can grab the data to shorten the analysis cycle. Starting small in Power BI is how Karl has become more comfortable with the tool. “I installed it locally and pulled a very small sample of data out of Microsoft Dynamics GP,” Karl said. “I’m used to using SQL, so I run a query first and then copy and paste that into Power BI where Excel is then populated. This has been a great way to test it because I should get the same result as my SQL query.” Having been in the Microsoft Dynamics GP space for so long, Karl has seen the product at its worst, and more recently, at its best. “I think the biggest breakthrough has been making Microsoft Dynamics GP cloud-centric,” Karl shares. Although Estenson, given its plethora of operational-centric integrations, will not be migrating to the cloud soon, Karl is amazed at the full functionality of the cloud version and is excited to see the product move in that direction. One of those operational-centric integrations is with Greenshades Software as they run weekly payroll for Estenson’s employees. Karl explains, “Greenshades is an integral part to keeping payroll running smoothly. Our employees can go online, dial into our portal, and view/print/download paystubs. They can also make changes to their W-4 forms and direct deposit information.” Karl is the co-vice chairperson on GPUG’s Phoenix chapter and encourages Users to get involved by checking out their local chapters. “There’s no better way to expand your knowledge of the Microsoft Dynamics GP solution,” Karl concludes. “GPUG is a great community of people always ready and willing to keep learning and sharing.” GPUG

feature

My receivable/payable Trial Balance!

General Ledger Does Not Balance to story by Bruce Strom, Associated Grocers of Florida, Inc, GPUGÂ® User Member

30 | GPUG Magazine

henever I hear from marketing folks that Microsoft Dynamics GP is so dependable that you never need to worry about whether your general ledger (GL) balances to your accounts receivable and accounts payable (AR/AP) trial balances, I counter by saying YES, Microsoft Dynamics GP is one of the most dependable accounting packages on the market, and that is why you should check the balance of the GL to the AR/AP sub-ledgers every morning. Why? So that in the rare event it does go out of balance, you have a much easier chance to find the difference, particularly when you have a small army of accountants feeding hundreds or thousands of transactions to the beast every day. If you want to save yourself a lot of grief and lower your blood pressure, you should plan ahead and follow best practices. If you want to follow best practices, on the day of each period-end, and especially at year-end, print to a PDF file the AR/AP trial balances and the period GL detail for the AR/AP GL control accounts. (The main AR/AP GL control accounts for Fabrikam are 1200 and 2100.) If you keep the books open for a few weeks for payables, then print an AP historical aged trial balance (HATB) and also the GL trial balances for the payables GL accounts to a PDF file, making sure they balance. Although the HATB reports printed for prior periods are amazingly accurate, the longer you wait to print the AR/AP HATB report, the more likely you will find discrepancies. Also, you should set up your general ledger so you post transactions in detail to the GL for the AR/ AP GL control accounts.

Human error is more often to blame when the GL and AR/AP go out of balance, although an aborted posting can cause a discrepancy. For the AR trial balance, be sure you have checked the box to exclude UNPOSTED APPLIED CREDIT DOCUMENTS. This will cause the report to go out of balance with the GL. When there is a discrepancy, first check for unposted GL batches, even if you think all batches posted through to the GL. If the AR trial balance is out of balance, run the Utilities > Sales > Reconcile utility to recalculate the Outstanding Document Amounts and the Current Customer Information. Next, print a GL trial balance for the AR/AP GL control account for the out-of-balance period to screen and look for entries posted directly through a general ledger entry or from an odd posting source. (Tip: You can search for any string in any report printed to screen.) Did you notice that the AR reconcile program gives you the option to print the report showing the proposed changes without processing? Some good advice: Never take unneeded risks; print the report first to see what will happen, THEN hit the PROCESS no return button. Several years ago our GL and AR trial balances where thrown seriously out of balance when someone did not heed this advice. They needed to run the RM TRANSACTION UNAPPLY program in Professional Service Tools Library, which transfers the matched AR transactions from history back to the open file so the payments/credit memos can be reapplied. They did not print just the report first, and unfortunately the program seriously misbehaved. Fixing that through SQL was quite a puzzle. Starting with Microsoft Dynamics GP 10, there is a menu option, Reconcile to GL, with separate options for receivables and payables. If you have multiple AR/AP GL control accounts, be sure to enter all of them. This generates an Excel spreadsheet that shows the items that are possible discrepancies; you can disregard the rest of the content of the spreadsheet. Usually these steps will resolve any discrepancies between the GL and AP/AR balances. If you can’t find the cause of the discrepancy, the problem might solve itself when the mystery transaction causing the problem is processed and paid. Keep in mind that when a transaction is paid, the payment will relieve the same AR/AP GL control account that was used in the initial transaction. Also, if the difference is small, it could be due to a subtle timing difference perhaps related to discounts, which usually reverses as the transaction is paid. Are you still out of balance? To troubleshoot, you need a deeper understanding of the problem. The next step is to ask Dr. Google to search for article “Great Plains Dynamics 866570” to read the nitty gritty on “Information about differences when you reconcile General Ledger to Payables Management or to Receivables Management in Microsoft Dynamics GP.” Many of these tips are repeated here, but some items are presented in greater detail, so it is worth studying. Also keep in mind that when Microsoft Dynamics GP posts AR/AP transactions, it posts them transaction by transaction, starting with the most important files first and the least important last, to minimize the file damage in case of a hardware-related posting failure. We learn in article 866570 that the “Reconcile to GL” spreadsheet is not a true reconciliation of GL to AR/AP; what it is really reconciling is the AR/AP drilldown GL files to the true GL files. The AR drilldown tables are the Receivables GL Distribution History table, RM30301; the RM Distribution Work table, RM10101; and the AR drilldown tables are the PM Distribution History table, PM30600; and the Q3 2016 | 31

PM Distribution WORK OPEN table, PM10100. Since these tables are copies of what should post to the GL, any differences would be due to GL adjusting entries being edited or deleted, or perhaps the drilldown tables themselves are not properly updated. Before we implemented Microsoft Dynamics GP 10, I had written some SQL scripts that compare the GL sub-ledger detail for the AR GL control account to the AR transactions in the AR trial balance and AR history files detail to find any discrepancies, which is a true reconciliation. These scripts assume that the GL date matches the AR transaction date, or at least match within the week. We have used these scripts for several years, and they run much quicker than the â&#x20AC;&#x153;Reconcile to GLâ&#x20AC;? spreadsheet. You could also write similar scripts to reconcile the GL transactions to the AP transactions. (See Exhibit 1 at www.gpug.com/ ledger-exhibit1) Sometimes there is a small difference between GL and the AR/AP trial balances even when the individual GL and AR/AP transaction detail match to the penny. How can this be? Logically it is probably due to subtle timing differences or discrepancies caused by discounts and/or apply-to amounts. What else can you check? Run a SmartList or SQL query against the AR/AP drilldown tables to see if the AR/AP GL control account was entered as an offset account there. (See Exhibit 2 at www.gpug.com/ ledger-exhibit2) This error would also affect the real GL, as the drilldown files are a copy of what is posted in the actual GL. If you see some exceptions, you can also run a SmartList or SQL query of Customers/ vendors and the various posting accounts entered; maybe someone entered the AR/AP GL control account as an offset account. Also, for AR, you have a snapshot of the statement balances in the RM Reprint Statements Header table, RM30701, and you can see if the AR Customer balance for two successive statement runs matches the GL activity for that Customer for that period. This analysis is a more indirect test than my SQL query above and is probably redundant. On rare occasion, you will find a difference that can never be found and which never clears. In that case, you have no choice but to make the GL entry to balance. If you enter and track your balances following best practices this will be very rare; it happens for us every five years or so. There is not a bank auditor or external auditor that will get upset if you have to make one or two such GL entries a year to balance the AR/AP to the GL. GPUG Bruce Strom can be reached at Bstrom@agfla.com.

32 | GPUG Magazine

What’s New GPUG Website on the

This past quarter, we released a number of new features and functionality for www.gpug.com. Based on your input and feedback, we added new items and made tweaks to existing items. Here’s a rundown:

Meeting registration share bar

Tell your network you’ve registered! After submitting registration for your next GPUG event, you’ll see social sharing options for Twitter, Facebook, LinkedIn, Google+, and email.

Join and register in one step

Paid Members enjoy significant savings on GPUG conferences and Academy courses as part of their Member benefits. If you’re not already a paid Member and want to take advantage of discounted pricing by joining, you can now select the Become a Member & Register option within the event details. This process allows you to bundle your membership and event registration in one checkout process.

Stay on top of your membership

Links to webinar recordings

Your GPUG profile contains a membership card to help you manage your company’s membership. View membership status as well as join and expiration dates, and easily renew when your renewal date is approaching. To give you quicker access to managing this information, we’ve added a consolidated membership card to the homepage, visible after logging in. Not yet a paid Member? You’ll see a Join button in this area, allowing you to quickly unlock full membership benefits. We’ve also made updates to some existing site features based on feedback from the community.

The My Registrations area of your profile now helps you access recordings for webinars you’ve attended. Under the Past Events section, webinars with a recording will now include the link to that content. Please note: Some recordings may be available for paid Members only. While the link will display for everyone, those without a paid membership will receive an Insufficient Privileges message when trying to access Member-only content.

See if you’re registered

If you click into the details of an upcoming event you’re registered for, you’ll see a message letting you know you’ve already completed your registration. Now we’re saving you the click! From the upcoming meetings screens (Webinar, Academy, SIG pages), you will now see a “You’re Registered” message when you’ve already completed registration for an event. Note: You’ll still need to click into the event details to edit your registration.

Never miss a meeting

An iCal option has been available after meeting registration to prevent you from getting double-booked. These iCals will now come with a 15-minute reminder to alert you prior to a meeting.

Remember me

The Remember Me feature on the Login screen has always saved your username (assuming you don’t clear your cookies). We’ve expanded this to remember your password as well.

What’s in a name

If you decide your credentials need an update, you can now edit your username in addition to your password. To do so, navigate to your profile and click on the Update Contact Details button. Select the Update Login option from the left and enter your new username. Note: You will need to complete the password fields while you are updating your username, but you may enter your existing password in all fields. GPUG

We hope these enhancements help you utilize the GPUG community to maximize your success. Q3 2016 | 33

t&t

tips & tricks

Finding the Functions in Power BI by Aaron Back, CareSource, GPUG® User Member

here are many powerful functions built into Power BI, and if you have been wondering where to find a list of them, then look no further than inside Power BI itself. To see this list, simply click on “Edit Queries” in Power BI, click “New Source”, and select “Blank Query”. In the formula bar, type in = #shared and hit Enter. This will list all the functions. Also, by selecting a row, the information about this function will be displayed:

Aaron Back is a senior application specialist for CareSource and can be reached at Aaron.back@caresource.com. Looking for more Power BI tips? Check out www.pbiug.com for everything Power BI and learn more about the newest User group, PBIUG, on page 26.

34 | GPUG Magazine

Name That Photo

contest

This photo was taken during GPUG Amplify. What do you think was the topic of conversation? Simply email your submission to Q2 Contest Winner: Steve Erbach of WOW Logistics “Judging by posture, I’d say that this was a morning session. If it were in the afternoon there’d be a bit more droopiness. These folks have spring in their step.”

Captioncontest@gpug.com. The winning submission will be printed in the magazine’s next issue.

Q3 2016 | 35

A Preview of

he 10th Annual GPUG® Summit is going to be the biggest and best GPUG Summit yet! Whether you’re a returning or first-time GPUG Summit attendee, check out the information below for a preview of what to expect at this can’t-miss conference. So get ready to set your out of office reply for Tampa!

Expanded Microsoft Content On Tuesday, October 11, there will be additional Microsoft-led sessions giving Microsoft Dynamics GP professionals the opportunity to hear first-hand the future vision of Microsoft Dynamics directly from Microsoft. And Scott Guthrie, Microsoft executive vice president of cloud and enterprise, will deliver a great keynote session where he will share details on the recently announced Microsoft Dynamics 365 product.

Sessions, Sessions, and More Sessions GPUG Summit 2016 will include 10 tracks with more than 140 educational sessions including roundtables, Solution Showcases, and Microsoft feedback sessions. CPE credits can also be earned for most GPUG Summit sessions. Schedule changes for this year include: »» GPUG Academy starts on Sunday, October 9th, with more Academy classes offered than ever before. »» On Tuesday, Microsoft will provide a full day of access to Microsoft leaders and share their future vision for Microsoft Dynamics GP through keynotes and product roadmap sessions. View the event schedule online at www.gpugsummit.com and filter by day, job role, Microsoft Dynamics GP product version, CPE-eligible, and level of knowledge. Have more than one employee from your company attending? Review the sessions with your team beforehand and schedule your resources for maximum coverage at Summit.

Networking – Key to the GPUG Summit Experience There are many opportunities for you to meet others like yourself and connect early-on and throughout the conference. Dedicated networking time at meals and breaks will help all attendees connect, share, and collaborate. Networking highlights include: »» Expo Hall A great way to interact with other attendees and find your Partner if they’re attending. They can help you navigate through potential solutions that best fit your current Microsoft Dynamics GP environment. »» Networking Lunches Be sure to join your fellow attendees during lunch and find like-minded professionals in your role, region, chapter, or industry. »» Dinner with Peers Small groups of attendees by role can share experiences, offer solutions, and share what they do and how they do it in their Microsoft Dynamics GP environment. »» Networking Doesn’t End at 5 p.m.! Take advantage of additional networking opportunities by attending one of the after-hour sponsor events.

Unique Opportunities and Experiences GPUG Summit provides many opportunities for attendees to learn from their peers, discover solutions, and celebrate the Microsoft Dynamics User Group community. Only at GPUG Summit will you experience: »» GPUG Medics These end Users, who are subject matter experts, are available to help answer your Microsoft Dynamics GP questions. »» GPUG All Star Awards Meet this year’s All Star Award winners, voted on by you, GPUG Members, and announced at Summit. »» Microsoft Dynamics GP General Session Microsoft will share the roadmap for Microsoft Dynamics GP and answer your questions. »» GPUG Chapter Awards These awards recognize chapter leaders, those Members who continue to bring experts, solutions, and networking year-round to others. Plus, we’ll recognize the Chapter of the Year.

»» Location,

Location, Location

GPUG Summit 2016 in Tampa, Florida is the place to be this October 11-14! For the most up-to-date information regarding sessions and schedules, visit www.gpugsummit.com. 36 | GPUG Magazine

GPUG

Chapters at

Summit 2016 provides many opportunities for chapter leaders and those who are thinking about becoming a chapter leader to learn, share ideas, and network. Leader Bash Monday, October 10, 8:00 – 10:00 p.m. | Spain Restaurant & Toma Bar All chapter leaders are invited to attend this networking reception. It’s an exciting opportunity to meet fellow leaders and a great way to start the week at Summit 2016. Complimentary drink tickets and appetizers will be provided. Visit www.gpugsummit.com/participate/chapters for additional details.

Energize Leadership Training Tuesday, October 11, 7:30 a.m. – 1:00 p.m. | Marriott Florida Ballroom Kick off your Summit 2016 experience with valuable leadership training that will empower you with skills applicable to your chapter leadership role and professional career.

New this year! The first part of the morning will focus on sharing and reviewing the many resources available for chapter leaders, including the “Meeting in a Box” and tips for setting up agendas for your meetings. While this time is geared for NEW chapter leaders, it’s also a good refresher for returning chapter leaders and a great way to start networking.

Learn, share ideas, meet others like you, and network. This day is packed with everything you need to create great chapter meetings:

»» Community and Systems Best Practices: A system and set up review so you can engage and grow your local chapter community.

»» Chapter Leader Panel: An interactive discussion with tips to run an effective chapter. »» Roundtables: Discuss how to take ideas and put them into action. »» Leadership & Team Building: Keep it fun and energized in your chapters! »» Member Showcase: Methods to incorporate this content into your chapter meetings.

Join us and continue to be inspired to lead your local chapter! This is a complimentary training session for all chapter leaders, and breakfast and lunch are included. For more information and to sign up, visit www.gpugsummit.com/participate/chapters. GPUG

Thank you for volunteering! For the most current schedule details, please visit www.gpugsummit.com/participate/chapters. Q3 2016 | 37

Microsoft Member Showcase

Jennifer Ranz, senior program manager

38 | GPUG Magazine ennifer Ranz is a senior program manager for JR: Lately there are a lot of questions around

Microsoft Dynamics, focusing on business workflow, as that’s fairly new with Microsoft

intelligence and distribution series work on Dynamics GP 2015 and 2016. Customers are trying

the small and mid-sized business (SMB) to get an idea of the functionality that is out there and

products, Microsoft Dynamics GP, and

what they can do to get it configured to their needs.

Microsoft Dynamics NAV. GPUG® was glad

There are also questions around the web client and

to have Jennifer present at Amplify in May 2016 on

the topics of system functionality and SmartList

Designer. Recently GPUG sat down with Jennifer

to talk about her interactions with Users over the

years as well as where her team finds inspiration

for developing new product functionality.

GPUG: You spent 12 years in technical support.

I’m sure you have some great stories of helping

Users out!

feeling when you were able to solve the problem

and get them back up and running.

GPUG: You’re now on the development team

as a program manager focused on business

present fairly often at events. What are some

events? going from Silverlight to the HTML 5 client.

GPUG: Has that been a generally positive

reception?

JR: People are excited that they can use different

browsers and devices, as well as that they can now

do it remotely.

GPUG: What is your team up to now?

JR: With the six-month release cadence, it’s

Jennifer Ranz (JR): Some of the most memorable definitely a busier pace, and we’re constantly

stories came from the onsite work that I did as looking at functionality and what we want to add

an escalation engineer. There were times that I to the product. What I really like about this pace,

and some other team members had to fly out to however, is that when we finish a feature, we’re able

a Customer to fix their system because they were to get it in Users’ hands faster. Previously, we could

completely down and weren’t able to do any work

have a feature coded and done, but it had to wait for

in Microsoft Dynamics GP. It was always a great

everything else to be done to put it out there.

This past May we announced the Microsoft

Dynamics GP 2016 R2 features at GPUG Amplify,

and this summer was spent ranking those features

and working on the requirements.

intelligence and distribution, and you also

GPUG: What do you get most out of the event

of the most common questions you receive at

JR: We set up a feedback session at Summit

experiences?

as well as our Expo booth, and that’s been

really valuable for us as it lets us know where we should put our focus for new features and functionality. We receive a lot of feedback via the Connect tool as well, but being face to face at events gets us more direct feedback. For example, last year at GPUG Summit I presented a session, and although we had our feature list defined, we were able to make some changes based on what Users were able to see during the session. Personally, I like getting feedback about what Users really like about new features. It’s nice to hear when we’ve added what they were looking for. GPUG: Where does your team continue

to find inspiration for your product releases?

JR: One thing we do is take a look at Microsoft as a whole to see what the company is doing in regards to innovation. We then try to build on or add that innovation into Microsoft Dynamics GP. Some examples of this are when we added SSRS reports to Microsoft Dynamics GP, created apps like Business Analyzer and Time Management, and now the latest is bringing Power BI into Microsoft Dynamics GP and placing the derived reports on our home page. By creating tight integration with functionality we already have, Users have more functionality without having to recreate something that is already working for them outside of Microsoft Dynamics GP.

GPUG Q3 2016 | 39

feature

40 | GPUG Magazine

Your

No,

Peanut Butter Hit My Chocolate

Your

Chocolate Hit My Peanut Butter Solving Problems Requires an Open Ear

story by Bobby Small, Ouray Sportswear, User Member

n a recent TED Talk by Arthur Brooks, he eloquently highlighted what I think is one of the very basic tenets of problem solving: Focus on the need for opposing opinions. My cheeky “whiteboard notion” illustrates his point using a ’70s era commercial for one of my favorite sugary treats. In order to effectively and more completely solve large issues, we should open our ears, embrace our differences, and use them in a positive way. Chocolate meets peanut butter…BAM! Greatness. The message of positivity and openness in Mr. Brooks’s message invigorated my desire to cultivate positive outcomes in my daily interactions and avoid situations of coercion and pulpit bullying. I constructed this statement to guide me: I need to strike a respectful tone that invites open communication, true listening, and collaboration for future debates, meetings, or conversations. Taking this action statement, I am working on three major changes in the way in which I approach professional and personal interactions with other humans: Proactive listening, respectful disagreement, and imagining the common goal. Proactive listening might be one of the toughest actions to accomplish. It requires that I put aside my internal thoughts, retorts, or comments and truly focus on the opinion of the person to whom I am speaking. That means taking the thoughtful time to process what the person has shared and then taking the time to respond accordingly. If I open up and allow a person to explain his/her opinion in full, I can start to feel the empowerment of the conversation. It sets a tone, and if done correctly, we both feel like we are making a meaningful contribution. Proactive listening can be tough, especially if you are the only person engaged in a proactive conversation. This technique is most effective and fulfilling when all the parties involved are allowing the space for each to person to participate in the discussion. If both parties are proactively listening, it is easier to allow for respectful disagreement. The core of our reactionary nature is, “It is my opinion, so it MUST be right. Right?” To give up the inherent desire to be right and “win,” in exchange for a more humble approach, takes fortitude. If I am willing to ask a person for his/her opinion, then I must prepare for less than positive feedback. I reflected back and realized that I have been most successful in my endeavors when I have surrounded myself with people who are willing to challenge me, the things I do, and the things I think. This open channel of criticism allows me to build a better foundation of thought or accomplishment. The real gem is finding a person that can and will do this even when he/she does not necessarily disagree with you. I will keep in mind the language that I bring to the conversation when I am discussing a subject upon which my counterpart and I may not agree. Simply choosing statements that are affirming and validating can transition an argument into a positive brainstorming session, with much more satisfying results. Statements such as the following examples create a more inviting platform for success: »» “I value your opinion; have you considered this idea…” »» “Here is an alternate view based on some experience I have had…” »» “I appreciate your point; here are some details of my opinion on this…” Adjusting my listening techniques and employing more positive statements are held together by my last point, imagining the common goal. Doing this puts in place a framework in which I can start to practice the previous techniques I have discussed, as well as many other positive ways to influence a collaborative opportunity. If I can envision the common goal and keep it as a beacon, it allows me to focus on staying open to all opinions. Sometimes finding the common ground is difficult. Too often debates, meetings, or opposing conversations expose predisposed views that are unnecessarily caustic. This can lead us to shout our opinions at each other rather than slowing down to evaluate the true goal. In my opinion, we can decrease this friction if our predisposition allows the space and the opportunity to define the “common ground” elements between two opposing views. The inspiration of Mr. Brooks’s talk has truly helped me form a stronger set of guidelines to practice better listening techniques and respectful interactions. I am already starting to see a difference in the outcome of meetings, conversations, and other personal dealings. I can feel the appreciation of the folks to whom I am talking, and I sense that they are aware of the subtle change and are picking up cues to affect their own future outcomes. I invite you to remove the chocolate or whatever encumbrance that might be filling your ears and be prepared to discover the boundless ideas available in everyday discussions. What you will likely find is that your proactive listening and respectful tone will result in the creation of your own proverbial peanut butter cup. GPUG In addition to not wanting to miss out on the greatest candy ever, Bobby Small is the director of information systems for Ouray Sportswear. Want to talk about other great listening activities or candy inventions? Reach out to Bobby at Bobbys@ouraysportswear.com. Q3 2016 | 41

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Robert Marshall, Photo Not Available

topic 3

...with GPUG® Members We reached out to a few Users to find out how they keep up with the Microsoft Dynamics GP release cycle. Here’s what they had to say.

Beat Bucher Business Analyst, Microsoft Dynamics GP MVP Ultra-Electronics Forensic Technology Inc. Our company is fortunate enough to be able to afford a full-time MVP dedicated to Microsoft Dynamics GP (yes, it’s me.) I, as an MVP, am lucky to work for a company where they value resources equally well in HR and IT, which means they try to keep up with the latest technology as much as possible and plan budgets accordingly. The good news is that our company has virtualized almost 100 percent of its infrastructure, which means that it is much easier to get a new system to do testing for a new Microsoft Dynamics GP version, whereas in the past you always had to fight and justify for 44 | GPUG Magazine

budget when it came time to set up a new TEST server. The flexibility of a VMware environment (or any virtual systems like Hyper-V) gives you a lot of room and allows you to play with new versions of Microsoft Dynamics GP without fearing to destroy anything from your production systems. It even allows you to test new modules and third party ISV products before deciding if you want to put them into production or not. I currently count more TEST servers set up for Microsoft Dynamics GP than I have in production, and this now allows us to keep up with the rapid pace of Microsoft’s releases. In the past, this was much less of a concern, but nowadays with a bi-annual release (and soon maybe three times a year), you need that flexibility to virtually provision a system within a matter of an hour and start testing. Virtualization allows for template creation so that you don’t have to start from scratch

every time. Plus, having your basic Windows OS (2008R2 or 2012) and your preferred SQL server already set up cuts a lot into preparation time. I can have a new system ready within less than 30 minutes now; before it easily took half a day before you could start playing with it. Unfortunately, not all companies can afford that luxury of having both the HR and HW resources available at their fingertips. Have a great time! P.S.: I must confess that when it comes to resource planning, the biggest challenge is to get the end Users on board to test new releases or new products before they eventually get into production. They all have to do their day-to-day duties, and most of the time there is not much left for testing. This is where it’s hard to keep up with the new pace of releases. In the past, Users could take a breath (and a break) between two major versions, which was usually every two years or so; now it’s almost every year that you push a new release into production, due to the increasing functionalities that are put into the Microsoft Dynamics GP system.

Blair Christensen Database Administrator Oppenheimer Companies, Inc. Probably not the answer you want to hear, but we don’t try to keep up. It takes months to prepare and test not just Microsoft Dynamics GP, but also the rest of one’s infrastructure for an upgrade of a core system. Then you have to schedule the necessary downtime – usually over a holiday weekend. Then you have to schedule the time to train everyone on the new features and new look and feel. Upgrading is a HUGE time commitment that we wish Microsoft understood better. We usually skip at least every other upgrade because otherwise we wouldn’t get anything else done. Business isn’t about having the latest version of software; it’s about having the tools you need to get the job done. A three-year upgrade cycle is about the max we can realistically handle.

Lou Spevack Systems Accountant American Council on Education This is a great topic, and there is no one-size-fits-all answer. We are now on a two-year upgrade cycle. We have a dozen ISV products and integrated applications but no major customizations. We have development, staging, and production environments, and we upgrade each environment on new servers so that by the time we go live, we have all the issues and kinks resolved. Our last upgrade cycle took about three months (not including the pre-upgrade planning). We do not try to roll out every available feature set when we go live. We turn on and train the new features with the biggest impact, and we schedule the others for subsequent projects. Key considerations include stakeholder buy-in and limiting training and software changes in each cycle so that we don’t overwhelm our end Users or our own resources. Our budget and AP processing applications are cloud-based, so they are upgraded by the vendor. As the Microsoft Dynamics GP admin, I take the lead on upgrade planning and implementation. I track bug fixes and new features to create the business justification for the upgrade. Upgrades are reviewed and approved as part of the budget cycle. I create a project

team with IT and business stakeholders to coordinate resources and planning for each upgrade.

Sandra Dodge Senior Financial and Systems Manager Iridium For each new feature we can find documentation on, either blogs or in the What’s New paper, we sit with the appropriate end Users during testing and evaluate the change. Also, we frequently find changes that are undocumented as we go through our testing scripts which we treat the same way (after a brief conversation about sloppy documentation). Depending on the change, the end Users will have the option to adopt it or not. If there is a change that is driving the upgrade, we incorporate mini-training sessions in the testing sessions. From an audit standpoint, this type of upgrade, no matter how minor, requires about 250 hours of work. Our “planned” upgrade path is every two years (give or take six months) depending on the new features we might want to leverage. We habitually install one version back. Using VMs is an advantage since we can create new VMs with the upgraded products, and they can be promoted to production machines once testing is completed. This methodology saves time and expenses and minimizes go-live issues related to printing or connections. One aspect of our corporate culture that really helps is that the managers in each functional area “own” their systems. They are vested in the outcome, so they are willing to heavily invest in the timing and testing of changes, resulting in a true team effort.

Robert Marshall Systems Analyst Lutherwood Like others have said, we try not to upgrade the full version every year. We are currently on Microsoft Dynamics GP 2013 R2 (upgraded August 2015) and had been planning on moving to Microsoft Dynamics GP 2015 this year. However, with the release of 2016, we are skipping a version in order to give us some time to not have to upgrade for a while (that is, we will stay on the same version until we can’t get payroll table updates anymore). As we use Canadian Payroll and have customizations (VBA and ISV), in the past we tended to stay at least one full version behind (we don’t like to be the testers on brand-new versions). We definitely don’t take advantage of all Microsoft Dynamics GP offers, and our planning on upgrading usually has been determined on when we can’t get the payroll year-end update anymore. I take the lead in the testing of the new version and working with our consultant Partner and VAR over a three- to six-month period before we upgrade the production server and clients. We also use VMs for the testing of the upgrades, and we have had the same problem with staff not trying out the new version in the test environment enough beforehand to see if any “bugs” show up in how we do our Microsoft Dynamics GP processes. This was very evident when we went to Microsoft Dynamics GP 2010: The multi-currency change wasn’t caught, and when we upgraded, we had major issues with that functionality (we only work in Canadian dollars). GPUG Q3 2016 | 45

t&t

tips & tricks

Removing Items from Sites by Linda Gail Binns, Housley Communications Inc., GPUG® User Member

o mass remove the sites from inventory items, use the side tool bar for inventory, and select ITEMS from the list. The list of items in inventory is shown. You mark the items to be removed in the boxes on the list. Then in the top of the list toolbar, in the modify section, is “Unassign Site”. Select each site to remove, and unassign.

Linda Gail Binns is a financial analyst for Housley Communications Inc. 46 | GPUG Magazine

wordfind Congratulations to Angela Lynn of Wright Family Office, Inc. for winning the Q2 2016

Academy

Word Find. Your prize is in the mail! Below are 25 words that relate to the topics and theme

Best Practices

in this issue of GPUG Magazine. These words can be found in the grid horizontally, vertically, ÂŽ

diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

Checklist

gift certificate; simply scan and email your entry to Wordfind@gpug.com.

A C M T E S T E N S O N R E T I S A L A L E M A P

S R I E C E R T A I C O S S A D O O W T S E R C O

M E C N L E D G E R G S E C I T C A R P T S E B W

E S R Y G E N E F L A S I T E R P A M E L E P S E

T T O E Y R A S R E V I N N A R A E Y N E T A O R

I W S A S A C A A H O S P I T A L I N R W A M E B

E O O R E M E D N P R E P A R A T I E E O I E S I

V O F A C H E C K L I S T M E M R O T M L C L T K

O D T N U E A L H J W K G I B G A N W O T O A E L

M Z D N R S E O E E O L E C G N E S O V E S U N U

E N Y I I T Y G S N L U N P N I Y M R E R S D S W

R A N V T E N I L N T W U O E K I E K I E A Y O E

C R A E Y N E S I I E G E S T R D L I R M D N N R

E R M R O S T T N F R S R O W O S B S P I O A L L

R E I S A N N I V E R S A R Y W D O D R C O M O S

T F C E R T I F I C A T I O N T T R I A R W I G E

I I S Y S O L V M E L B O R P E L P L C O T C I H

F N G M N R E G D E L L A R E N E G T T S S S S K

I N P E D Y N A M I C S G P O W I N D I O E G T N

Certification

C E B D F R A N S R E B M E M E T I A C F R P I A

A J E A R A N Z J E N N I F E R E V C E T C N C R

T T S C L O G I S T I C S E S T E L O W T E N S F

I Y E A R E N D P R E P A R A T I O N N R O B L E

H O S P I T A L I T Y N T I M M U S S O L V I N G

M I C R O S O F T D R E W U L K S R E T L O W U S

Crestwood Associates Estenson Logistics Frank Heslin General Ledger GPUG Hospitality Jennifer Ranz Members Microsoft Dynamics GP Networking Pamela Lasiter Power BI Remove Items SDI Ltd Security Solving Problems Summit Ten Year Anniversary Users Wolters Kluwer Year-end Preparation

Q3 2016 | 47

VAR Partner Solution Showcase

Experience Matters

William Schroeder

Angela Stuart Mills

Company Crestwood Associates

Interviewees William Schroeder, Director of Development and Angela Stuart Mills, Director of Product Development

Emails Wschroeder@crestwood.com; Astuartmills@crestwood.com

Phone Number 866-299-1001

Locations Illinois, Indiana, Michigan, Wisconsin, and now…Florida!

Website www.crestwood.com

Established 1998

48 | GPUG Magazine

MPORTANT ANNOUNCEMENT: As of July 1, 2016, Crestwood Associates merged with SSYH, a long-standing Microsoft Dynamics and Acumatica Partner located in Florida. collective knowledge to develop solutions that can be “plugged” into the existing client infrastructure to resolve issues or to provide functionality otherwise missing from the Microsoft Dynamics GP ecosystem.

GPUG®: What is the history behind Crestwood Associates? William Schroeder (WS): Crestwood started 18 years ago with its focus entirely on Microsoft Dynamics GP or Great Plains as it was known at the time. Since then, we have added Microsoft Dynamics CRM, custom development, and other ERP packages such as Microsoft Dynamics SL, Acumatica, and GreenTree to our portfolio, but our core is still Microsoft Dynamics GP. For about five years now, we have passively offered IP solutions, and we have recently expanded into the cloud services and MAS spaces.

GPUG: Can you share an example of the gaps you intend to fill? WS: I am a firm believer in keeping things simple and by adopting the app culture, think we can speak to many of our clients’ pain points by simplifying certain requirements. For example, many of our clients deal with complex reporting. There is an easier way to make reporting more accessible and essentially build a one-stop shop for all business intelligence. We’ve achieved this for our clients; now we plan to make it more accessible to other Users with the same challenges. Angela Stuart Mills (ASM): Crestwood developers have built many different tools over the past 18 years, and with Billy’s “keep it simple” philosophy, we look to offer up more of these quick-win solutions to the masses.

GPUG: How long have you been with the Crestwood team? WS: I’m on my 15th year at Crestwood and have seen the company grow from eight people to now 75 employees. I started as a developer and have worked my way up to the director of development, ensuring quality for all our technology projects and intellectual property (IP).

GPUG: Important stuff! Tell us about some of your IP projects for Microsoft Dynamics GP Users. WS: Crestwood will be building and expanding its IP and app practice to fill gaps (large and small) in the Microsoft Dynamics GP space, onpremises, and in the cloud. We recognize that Microsoft Dynamics GP is not a “one-size-fitsall” solution and are committed to bringing our

GPUG: What type of companies does Crestwood work with? WS: We started off focused on the small to midmarket and that is still where the majority of our client base resides. Originally, we centered on the Chicago market, but we made a conscious effort to expand regionally and then nationally, with a geographically-dispersed talent pool. Crestwood believes strongly in an on-site presence, but in this technology age, we can remotely support our clients almost as well as we can sit in their offices. With the SSYH team, we will broaden our reach to the Southeast market, which we had only touched with a handful of opportunities

in the past. The merger will also allow our organization to grow the IP and product practice to further expand our reach to clients that want solutions for which there are gaps in the market but do not necessarily need the full ERP implementation services.

ASM: I agree that the focus on Microsoft Dynamics GP is so beneficial. Microsoft Dynamics GP Users can easily learn more about the direction of the product, learn about the product-specific add-ons, and just be able to talk with their peers on the tricks and tips on how to handle their daily tasks within Microsoft Dynamics GP. GPUG helps Users focus on what they care about most. GPUG

GPUG: It sounds like a match made in heaven. How did talks of merging begin? ASM: Crestwood and SSYH have separately done their due diligence over the years as technology Partners and have similar product offerings. We met each other over the years at conferences and have always gotten along and share the same core values of taking care of our Customers and our employees. We have only been working together for a few months, but it feels like we are one company already. Both teams work very hard, but at the same time we have a lot of fun and really enjoy working with each other. Together we are now positioned to grow all the markets Crestwood supports, including Florida. GPUG: What do you now hope to be able to provide to your clients with this merger? ASM: By combining our professional teams and by having a greater geographic reach, we can offer our clients a much larger technical team, greater local support, stronger area of expertise, and additional product utilities and add-ons to meet their needs today and in the future. GPUG: Partnerships and community are key to success. What aspects of the GPUG community do you get the most out of? WS: I really like the sense of community and the focus on the Microsoft Dynamics GP product. The ability to connect with the Microsoft Dynamics GP MVPs and other Partners through GPUG is immensely helpful, and I look forward to continuing and cultivating those relationships into the future.

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Q3 2016 | 49

feature

50 | GPUG Magazine

story by Barbara N. Gavron, S2 Technology, GPUG® Partner Member

099s are supposed to be mailed on January 31. Why should you be worrying about anything to do with 1099s now; it’s not even October yet! Year-end is a hectic time, so anything we can get done in advance will take some burden off. Here are some tips and tricks that you can use to make your 1099 processing as painless as possible.

Vendor Setup The best place to start for efficient 1099 processing is with the initial vendor setup. Using a specific “1099” vendor class will allow you to immediately set the 1099 flag for the vendor so that all transactions will be appropriately flagged. In the absence of a 1099 vendor class, you must ensure that you update the 1099 flags manually. In recent versions of Microsoft Dynamics GP, there is a new address ID field called 1099. This field is only active if the vendor is set up as a 1099 vendor. It will default to the primary address; however, if the 1099 is to be sent to an alternate address, you can set up this address and use it in this field.

Request for W-9 We recommend that you obtain a W-9 from any vendor who may have reportable income (such as 1099, 1099-INT, and 1099-DIV) BEFORE you send their first payment. The motivation to return that information is highest if you will not pay them until you receive such information. If the vendor fails to return Form W-9 to the requester with a TIN, they will be subject to backup withholding. According to the IRS, the withholding rate is 28 percent of payments. This will also serve as a motivating factor to get the information returned in a timely fashion.

Real-time Data Checking One of the fields on the options tab of the vendor card is designed to hold the tax ID. This data will be transferred to the 1099 form that is reported to the vendor as well as to the IRS. If a 1099 vendor gets added but this field is blank, this is a problem, especially when you realize this in December, or even worse, as you are printing the forms in January. To prevent this, you should create a reminder SmartList for 1099 vendors with no tax ID. Start with the standard 1099 SmartList. Add the column tax ID. Then, in the search criteria, add a restriction to be where tax ID is equal to blank. When you save it, save it as a favorite and a reminder (name it 1099 Vendors Missing Tax ID), with the criteria to remind you when the number of items is greater than zero (0). This will result in a reminder on the home page of the User who saved this SmartList.

Letter-writing Assistant Use the request for W-9 letter template found in the letter-writing assistant to send requests to individual vendors (via the vendor card) or to the SmartList results for the 1099 vendors missing tax ID. Save these Word documents in a folder and delete each one as the W-9 is received. Use the original, marked with “SECOND REQUEST”, if you do not receive the form in a timely manner.

Fourth Quarter To Do’s In late October, run the 1099 edit list (Purchasing>Routines>Print 1099). Review the list of vendors and amounts for reasonableness and misclassified vendors. If you expect to see a vendor on this list and they do not appear (or vice versa), review their vendor card. If you determine that there is truly a misclassification, you can use the Update 1099 Information Utility to make the change. This utility will not only change the 1099 type, but it will also change any transactions in the date range that you indicate. In mid-December re-run the 1099 edit. By this time, you should have made any necessary updates and gotten the tax ID information entered. Count how many forms you will need and purchase them early after the new year begins. They usually come in packs of 25, so give yourself a few extra in case you have alignment issues. If you wait until January 31 and there are no forms in stock, they will not be ordering any more, and you do not want to find yourself scrambling for extras. GPUG Barbara N. Gavron is a Microsoft Dynamics GP consultant for S2 Technology and can be reached at Bgavron@s2technology.com. Q3 2016 | 51

Sikich

Chapter

Sponsor GPUG® is fortunate to work with Partner organizations that bring strong product expertise to our User Members. The following Partners have given back to our chapters through sponsorship, and as a thank you for that commitment, we are highlighting them here. You’ll read about three Users who have achieved business success through a combined use of Microsoft Dynamics GP and the Partners’ respective solutions.

52 | GPUG Magazine

Steve Erbach, Business Analyst & Microsoft Dynamics Platform Administrator at WOW Logistics

WOW Logistics Business Analyst/GP Administrator, Steve Erbach, has learned to become quite self-sufficient in terms of maintaining his business’s Microsoft Dynamics GP solution. After going live in November 2013, he and his team had to rely heavily on the GPUG community to support their needs and requests, due to an unresponsive Microsoft Dynamics GP Partner. “The knowledge was there, but the communication wasn’t the greatest, and we experienced some frustration as a result,” Erbach explains. “The one good thing that came out of that situation is it really made us figure things out for ourselves and become more self-sufficient.” A great example of this self-sufficiency was Steve being named a GPUG All Star in 2015, but WOW Logistics still needed the assistance and support of a first-rate Microsoft Dynamics GP Partner. After interviewing four Partners, Sikich was selected, and according to Erbach, immediately justified the decision. “Sikich finally helped us get over a Management Reporter upgrade hump,” Erbach shares. “We tried to achieve this three times with our other Partner but failed each time.” This was a huge win for WOW Logistics as the latest CU release of M-R fixed numerous bugs, made for smoother workflow, and simplified maintenance of their complicated financial statements. And that was just one of the tasks Sikich undertook for WOW Logistics since April 2016. In addition, Sikich help to simplify their email statements process. Since WOW Logistics is running a version of Microsoft Dynamics GP 2013 R2 that isn’t quite up to date, trying to output statements to a Word template and then email those as a PDF caused problems within the system. Erbach explains, “It was pretty much a ‘ring around the rosie’ with our old Partner, and we never came to a resolution. Sikich helped us get back to a much higher email success rate after just a half hour of tweaks in the system.” WOW Logistics is looking forward to their upgrade to Microsoft Dynamics GP 2016 in the next year and is energized to have a Partner they can depend on when they need assistance. “Every person from Sikich has been first-rate. Their people have been thorough, detail-oriented; they follow up with us so we don’t have to pester them; and they also ask questions we don’t think about ourselves,” Erbach concludes, “I’m not the kind of person that just says ‘fix that’ and steps back. I like being self-sufficient, and they are willing to give us the details. We really appreciate their professionalism and the skill level they bring to the table.”

MetaViewer

Nexonia

Topher Morris, IT Project Manager at JBS United

Greg Nordhoff, CFO at Just Marketing

JBS United prides itself in providing livestock nutrition and health products for its partners in animal agriculture, as well as a dedication to customer service that goes back to their founding in 1956. Today, they have more than 340 employees and extend to 22 countries. In order to continue providing high-quality service to their customers and vendors, JBS United decided it was time to deploy a document management solution to replace the small paperless system that they were quickly outgrowing. Since the company processed a large number of purchase orders, their main goal was to stop invoices from getting lost in the shuffle going from point A to point B in the invoicing process. JBS United IT Project Manager, Topher Morris, also wanted to curb the amount of paper in the accounting department. “Our main goal was to go more paperless and to start asking vendors to stop mailing documents and to email it to a mailbox so that the document management system could take over from there,” Topher explains. Prior to implementing MetaViewer, JBS United relied on the mail and paper-based processes. These were inefficient and occasionally kept payments to vendors from being made on time. “Documents would come from different locations and be boxed up and sent to AP,” Topher says. “It would take a few days and, when you’re doing it that way, you’re pretty much going to miss a payment every time.” Topher knew that MetaViewer was Microsoft Dynamics GPcompatible and that the integration was seamless and simple. He was also impressed with the level of customization that could be done with the MetaViewer solution to meet JBS United’s unique business needs. MetaViewer also had the ability to do internal transfers between locations, and they could then use the system to store and route documents electronically, getting them off the paper trail. Since implementing MetaViewer, JBS United has experienced reduced paper usage, increased efficiency, time savings, and greater visibility of the invoicing process. “There has been more visibility and more transparency into which payables are out there,” Topher says. They now have more insight into the employees responsible for getting vendors into Microsoft Dynamics GP and whether these tasks are getting done correctly and on time. “It keeps people accountable for what they should and should not be doing with vendors,” Topher shares. In addition to the accounting department gaining back more time and enjoying more visibility, JBS United also has experienced better relationships with their vendors. Since vendors are being paid on time, they no longer have to call to request payment. Overall, MetaViewer has simplified the company’s everyday processes. “Metafile actually wants to help you and help you get it right,” Topher says. “Listen to them on best practices and use the product the way it was intended.”

Just Marketing (JMI) is the largest marketing agency that is 100% focused on motor sports. They work with large corporations to facilitate different levels of sponsorship packages with racing teams, tracks (such as the Indianapolis Motor Speedway), and racing series (NASCAR, IndyCar, F1). They also provide consulting and event activation services within motor sports. which could include a car’s paint scheme, side stickers on the car, or even sponsoring an all-up race like the Indy 500. JMI’s corporate office is located in Indianapolis, and they expanded internationally in 2006 with another office in London. Across the two locations, JMI has about 150 employees and, on average, 30 to 60 of those employees are travelling on any given weekend. As you can imagine, expense reporting is of prime importance to keeping the company financially on track. In 2010, JMI was struggling with their growing employee-base and paper processing of their expense reports. Greg Nordhoff, CFO at JMI, shares, “It was a full-time position to manually enter expense data into our accounting software and reconcile the paper trail to open charges on the credit card statements. Even after all that work, it was never truly an accurate representation of our financials.” As an extremely mobile business, JMI sought out an easy-tolearn, use, and access tool for all their employees. JMI also needed a solution that would automatically sync the credit card feeds. Nexonia fit the bill all around. After implementing Nexonia, JMI immediately captured valuable expense data to see what employees were late on reporting, where they stood at any time of the month, and more. Greg explains, “Instead of just being able to record approved expenses, we can capture all unapproved expenses to improve the accuracy of our financials.” The biggest benefit JMI is seeing with this insight is being able to realize profitability on all their different projects. “Nexonia has made us much more accurate when doing profit reporting, project expenses, and showing true profitability in real-time versus waiting for weeks or months to gain any insight,” Greg shares. In addition to having an easy-to-learn and use tool, Nexonia has offered invaluable support over the past six years to JMI, who has been growing in size and functionality requirements. Greg concludes, “Nexonia is constantly adding new features and is always forwardlooking. I am happy to sing their praises to anyone who will listen!”

Q3 2016 | 53

tt &

tips & tricks

Microsoft Dynamics GP Setup Checklist – Not Just for New Companies

by Amber Bell, Training Dynamo LLC, GPUG® Partner Member

have to be honest: I ignored this feature until a client insisted that we use it as part of their implementation. I thought I knew how to set up Microsoft Dynamics GP. What would be the point of using a built-in checklist? I knew which features my clients needed.

As They Say, “The Customer is Always Right”!

Using the Microsoft Dynamics GP Setup Checklist completely changed my implementation methodology! I found that I was able to better explain what the client purchased to the Users. I also found that there were many features that didn’t come up in the sales discussion that the client really wanted to implement. We were able to either get those included as part of the initial “go-live” or make a plan for how and when these features could be added.

It Takes a Village…

Most Microsoft Dynamics GP implementations are a team project! I have used the Microsoft Dynamics GP Setup Checklist to assign tasks to client contacts. I will add a “Window Note” with specific instructions. If the client has stated that a particular module or feature of Microsoft Dynamics GP is not going to be used, I will flag it as “Not Used”. This prevents the client from being asked over and over and over again about a particular feature.

Time to Hit the Books…

As more and more Microsoft Dynamics GP consultants are diving

into preparing for the Microsoft Dynamics GP credentialing test, I am often asked, “How can I prepare?” My response has been, “Use the Microsoft Dynamics GP Setup Checklist”! »» You can keep track of the features you have studied. »» You can “assign” the features that you need to dive a little deeper into. »» Help pops up automatically as you open each window. »» Tasks are in the order that they need to be set up. This is particularly important for features like Fixed Assets and Multicurrency.

Microsoft Dynamics GP “System Assessment”

Even successful Microsoft Dynamics GP implementations need to have the occasional system review. Have there been any new features that should now be implemented? Has security for new Users been set up correctly? Are there any accounts that should be added or removed from the Default Posting accounts window? Can any modules be updated to “Post Through”? If you are a Microsoft Dynamics GP Partner and have taken over support for an existing Customer, using the Microsoft Dynamics GP Setup Checklist is a great way to review how Microsoft Dynamics GP is currently being used and help your new Customer get more out of the solution! GPUG Amber Bell is the owner of Training Dynamo LLC and can be reached at Amber@trainingdynamo.com.

EVER FEEL LIKE SOMETHING IS MISSING?

We have your missing piece. Thomson Reuters ONESOURCETM Indirect Tax offers a cloud-based transaction tax management solution that seamlessly integrates with Microsoft Dynamics® GP for accurate sales tax calculation, easy document management and effortless filing and remittance. Visit us in booth #431 at GPUG Summit to learn more.

tax.tr.com/MSDynamicsGP

54 | GPUG Magazine

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trending topics

he GPUG® Open Forum is a great place on the GPUG website for sharing best practices, tips and tricks, and general knowledge with others. It’s also a place to post questions and get answers from other Microsoft Dynamics GP Users. The GPUG online community has more than 24,600 discussion posts. Congratulations to the GPUG community! Below are two recent topics that garnered much discussion. Check them out and then take a moment to share your opinion, answer someone’s question, and/or post your own question (or quick tip that helps you be more efficient).

Discrepancies Between Stock Status, Historical Stock Status, and HITB Reports

Visit www.gpug.com/trend1 to view the full thread and read all comments.

User Getting Error Trying to Access Site Assignments

Visit www.gpug.com/trend2 to view the full thread and read all comments.

it’s easy to post a question or a response...

Visit www.gpug.com, log in, and click on Learn & Engage  Open Forum. You can start a new topic or use the Search feature to join an existing discussion.

56 | GPUG Magazine

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learn

academy corner

GPUG Summit 2016

Pre-Conference Academy Training

J Sunday, October 9 – Tuesday, October 11 oin more than 500 of your fellow Microsoft Dynamics Users and make the most of your trip to Tampa by taking advantage of focused, instructor-led classroom training before GPUG® Summit 2016. This training, delivered by GPUG Academy, is designed to provide in-depth product education in an interactive, hands-on setting.

GPUG Academy pre-conference training courses offer: »» Instructor-led classroom training environment »» Focused content that dives deep into targeted functional areas »» Half-, full-, and two-day courses…at prices that are considerably

Here are just some of the more than 45 courses we are planning for you: »» Advanced A/P Topics – Getting Started with Purchase Order Processing »» Microsoft Dynamics GP Sales Order Processing »» Microsoft Dynamics GP Smorgasbord – Tips and Tricks for the »» Add-in Development 101 and 201 Using VST and Microsoft

Newer User »» OData, Microsoft Dynamics GP, and Distribution Reporting »» Working with Excel, Power BI, and Microsoft Dynamics »» Reporting 101 in Microsoft Dynamics GP and Reporting 201 in Microsoft Dynamics GP – The Builders »» SSRS 101 and SSRS 201 »» Managing Fixed Assets in Microsoft Dynamics GP »» Dexterity Fundamentals Bootcamp Five Day »» Introduction to Advanced Management Reporter »» Advanced A/R Topics in Microsoft Dynamics GP

»» CPE credits for all Academy courses lower than traditional in-person classes

»» Inventory Setup, Management, and Reconciliation »» Understanding the Microsoft Dynamics GP Data Model – Dynamics GP

»» Microsoft MCT Certification Two-Day Workshop »» Microsoft Dynamics GP System Administration: Administering Where Does My Information Go?

»» Intro to SQL for Accountants and Non-DBAs »» Microsoft Dynamics GP Manufacturing Essentials and Extended

the Application

»» Beyond the Basics – Financials: Refine Your Microsoft Dynamics

Functionality

»» Managing Project with Microsoft Dynamics GP »» Deep Dive into Power BI Two-Day Workshop

GP Financials Skills

Q3 2016 | 57

ISV Partner Solution Showcase

Todd Lechner

Michele L. Kastner

COMPANY Wolters Kluwer Tax and Accounting

INTERVIEWEES Todd Lechner, Alliance Account Manager; Michele L. Kastner, Manager Alliance & Channel Partner Marketing

WEBSITE www.salestax.com and www.cchgroup.com

HEADQUARTERS New York, New York

PHONE 800-739-9998

EMAIL Todd.lechner@wolterskluwer.com; Michele.kastner@wolterskluwer. com

58 | GPUG Magazine

GPUG®: Tell us more about Wolters Kluwer. How did the company come to be? Todd Lechner (TL): Wolters Kluwer was founded in the Netherlands in 1836. Today it is a market-leading, global company that provides information, software, and services to legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare professionals. These Customers rely on us because we deliver solutions for every part of what they do, segmented in a way that gives us the ability to best meet their most demanding and ever-changing needs, at any time, from any place. There are four business units under Wolters Kluwer: Tax and Accounting, Health, Legal & Regulatory, and Governance, Risk & Compliance. Wolters Kluwer enables healthcare, tax, finance, legal, and regulatory professionals to be more effective and efficient by providing information, software, and services that deliver vital insights, intelligent tools, and the guidance of subjectmatter experts. Within our Tax and Accounting North America business unit, we provide an array of software solutions and services for CPA firms and corporations of all sizes. These solutions and our expertise help tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses, and advise Customers with speed, accuracy, and efficiency.

GPUG: What kind of research and reports do you provide? TL: The CCH® IntelliConnect platform provides the key research and tools that a corporation needs to stay ahead of the competition and make the correct tax decisions for their line of business. Our CCH® SureTax® and CCH® Sales Tax Office platforms provide the necessary reports that enable a corporate tax department to remit and file sales and use tax returns correctly each month, quarter, and year.

GPUG: How do your software solutions help companies running Microsoft Dynamics GP manage these crazy tax laws? TL: Our software solutions combine a calculation tax engine with tax rates and taxability rules to ensure businesses are collecting the correct sales tax for what they are selling. Michele L. Kastner (MLK): The tax rates vary by industry vertical, geographic location, product type, and more. To support sales tax rates, the User would have to create tax details in Microsoft Dynamics GP with the applicable rate for each tax jurisdiction, more than 70,000 – certainly a daunting task and prone to error. With our software, the tax details are automatically created by the plugin and used for collecting tax.

GPUG: How often do the tax rates change in a given year? MLK: The changes in tax rates can change as frequently as monthly, and are dependent on state or local jurisdictions. If a state or local jurisdiction is looking for more revenue, it can change the rates for a city, county, or the entire state. When and if companies don’t comply, the state can penalize them on top of those rate increases and changes. I would say there are more than 10,000 taxing jurisdictions in the U.S. So just imagine if you’re doing business in multiple states and/or have an e-commerce channel, and you’re trying to keep track of the rules and regulations on your own. Also, overpayment of sales and use tax can be risky and costly as well, particularly for a small business.

GPUG: Yikes! That is a lot at stake. In addition to saving Microsoft Dynamics GP Users a lot of headaches, how else do your solutions benefit them?

TL: There’s the obvious time savings, so Users don’t have to manually track the tax rates and taxability rules. Accuracy is also really critical. With our calculation engine, we help eliminate human error on a very important part of their business. MLK: We understand that ultimate goal – business growth. Our sales and use tax solutions are scalable and will keep up with the growth of a business. Also, our tax expertise is brought into the software – our plugin includes sales and use tax reports that can be used as an endto-end solution for sales and use tax filing. GPUG: What sets you apart from your competitors? TL: We never lead with the software. We approach each project by evaluating the tax situation and problem, not simply to implement software. We hold tax workshops with Customers where we sit down to understand their business and the issues they are trying to solve. Expectations are set from the start. One thing that we hear consistently from our Microsoft Dynamics GP Customers is how much they appreciate and value the experience of our implementation consultants. Many of our Microsoft Dynamics GP Customers are smaller businesses with small tax departments with limited access to tax technical knowledge. We believe the experience our consultants offer is unmatched in this space. They have an average

tenure of 12 years, with the most seasoned approaching 30 years. MLK: We are also with the Users every step of the way, and we work in tandem with our Microsoft Dynamics GP implementation Partners – our joint goal is Customers satisfaction. GPUG: What are you most looking forward to at Summit 2016? TL: Summit 2016 is such a great opportunity for us to engage with Customers, prospects, and Partners on some of the latest trends we are seeing in the marketplace, such as the ever-increasing emphasis on state tax audits, the constantly shifting definitions of nexus based on online and omni-channel sales, and the movement of technology to the cloud. First, I’m excited to tell attendees that we are a Microsoft Gold Certified ISV Partner. Second, I’m interested in hearing about the Customers trends our Partners are seeing; for instance, are they seeing an uptick in demand for ISV cloud-based solutions? Overall I relish the opportunity to get the face time with our prospects, Customers, and Partners. MLK: I love that both the Partners and the end Users are there. It’s basically a one-stop shop for us to see all the people with whom we work. We’ll see Partners bring their Customers around that have been interested in sales and use tax before to make that face-to-face introduction. That can really make all the difference in establishing a relationship, and Summit gives us that opportunity. GPUG

SEPT 19–21, 2016 • FARGO, ND

Attend the premier MICROSOFT DYNAMICS® GP PARTNER conference focusing on role-based learning for Consultants, Developers, Marketing, and Sales.

REGISTRATION IS OPEN www.reimagine2016.com| #REIMAGINE2016

Q3 2016 | 59

Webinar

Speed

Read SSRS and You – Like Two Peas in a Pod SQL Server Reporting Services (SSRS) got you baffled? Don’t know where to start? Read on to learn the fundamentals of getting SSRS up and running and start creating your own reports.

THANK YOU TO OUR GPUG CHAPTER SPONSORS For information regarding sponsorship opportunities, please email sponsorship@gpug.com

60 | GPUG Magazine

What is SSRS? SQL Server Reporting Services is a self-service, server-based report generation software system. You can use one of two tools to build reports: BIDs, which comes with the SQL Server Management Studio (SSMS), or Report Builder. The important part with building a report is that you’re consistent with the layout.

Basic Security for SSRS There are a few key areas when considering security in SSRS. First is SSMS, where you can grant read or write access, and authenticate with Windows authentication through Active Directory, SQL Server authentication, or another security measure. Next up you should consider your data sources, including connection properties, servers, authentication, database, and test connection. Finally, you can add layers to your security, restricting Users to folder or report levels. These security levels can be configured for one or multiple reports and pass through variables/parameters.

GPUG

This content is adapted from a webinar produced by Aaron Back, senior application specialist at CareSource. Aaron can be reached at Aaron. back@caresource.com.

When CGB Enterprises, Inc. decided to send 9 team members to Summit 2015 in Reno, Nevada, the organization looked at the investment as an opportunity to educate their staff on Microsoft Dynamics GP and Dynamics CRM. The value they achieved at last year’s annual conference was so great, CGB plans to send 12+ team members to Summit 2016 in Tampa, Florida this October 11-14. Dynamic Communities, Inc., the parent company of the Dynamics GP User Group (GPUG), was able to sit down with CGB and learn more about why, as an organization, CGB continues to invest in sending a team to Summit each year. About CGB Enterprises

CGB has been an innovative and progressive leader in the grain and transportation industries since 1970, when it began modestly in a small office in St. Louis, Missouri with 3 employees. Today, CGB operates a global enterprise with over 2,000 employees overseeing a diverse family of businesses. The company provides an array of services for grain farmers, from buying, storing, selling and shipping of the crop, to financing and risk management. CGB continues to be one of the largest shippers of grain on the inland river system, and operates off both Microsoft Dynamics GP and CRM platforms. Summit provides their admins and end-users with high-level insider knowledge from Microsoft and userproduced education on how to maximize the performance of GP and CRM.

Count On Your Team at Summit “We consider [Summit] an opportunity for continued education and for our team to broaden their horizon,” said Sean Goodgion, CGB Director of IT. “We will send all of our GP and CRM Admins to Summit 2016.” Summit is the leading live event where expertise is shared openly and honestly in an authentic community-driven environment that allows attendees to hone in on their product version, industry and role—providing the ultimate customized experience that offers return on investment year-round. Knowledge gained at Summit has reallife application and the potential for remarkable results. “The ROI, in our case, is found in the less tangible takeaways,” said Larry McGee, GP Systems Project Manager. “It’s found in the knowledge gained at Summit that allows our team to support CGB’s implementations.” Goodgion also mentioned how the ROI they achieve is measured in the “a-ha moments,” which are “priceless and immeasurable.” “Summit is an investment in our people, which benefits the company. You can’t put a real number on the ROI of Summit when the knowledge gained is immeasurable.” The CGB team attending Summit year after year has found that they bond over this shared experience. An organization, such as CGB, who implements both GP and CRM doesn’t always find the time for the admins and users of each product to discuss their projects and systems. Summit allows these teams to cross-over and hold discussions

about the organization in a broader format, thus creating a mutual understanding of each team’s goals. How will you Count On your team at Summit 2016? By sending team members from a variety of roles, your organization will canvas the can’t-miss annual conference for users of Microsoft Dynamics GP. Blending special access to Microsoft leadership with credible peer-to-peer knowledge exchange – this event delivers electric keynotes, visionary product roadmaps, focused learning and optimal networking as users gain instrumental solutions for their everyday GP challenges and larger organizational goals. In a multitude of industries, Summit is well known as a premier user-centric experience. Discover for yourself why organizations like CGB Enterprises continue to send their teams to Summit. Register your team by visiting: www.gpugsummit.com/ GPOptimizer. Learn more about Summit by visiting: www.gpugsummit.com.

Count in. Count On.

10.11-14.16 | www.gpugsummit.com

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

Independent Professional Certification from the Association of Dynamics Professionals

hen Microsoft stopped requiring and offering certification exams for Microsoft Dynamics GP (Microsoft Dynamics NAV and Microsoft Dynamics SL as well) in August 2014, Microsoft Dynamics GP Users and Partners had a problem: Users could not get a list of objectively qualified consultants, and Partners could not independently demonstrate their knowledge, skills, and experience with Microsoft Dynamics. Both Users and Partners recognized that something had to be done. Just a year later, in August 2015, the Association of Dynamics Professionals (DynamicsPro) was formed to fill this void. GPUG® Magazine recently had an opportunity to speak with Joe Carroll, executive director of DynamicsPro.

GPUG: Why is professional certification so important to the Microsoft Dynamics community? Joe Carroll (JC): It’s super important because it benefits ALL members of the Microsoft Dynamics community. For Partners, it provides validation of personal knowledge, skills, and experience. It also helps to differentiate the competency between individuals in the eyes of Customers and Microsoft. Customers get an independent confirmation of the qualifications of the person they will hire to help with their Microsoft Dynamics system.

62 | GPUG Magazine

This increases the likelihood of a successful implementation. Microsoft benefits with quality implementations and higher Customer satisfaction.

GPUG: What is the primary objective and purpose of the Association of Dynamics Professionals? JC: The primary objective is to establish, publish, and maintain independent certifications and professional standards determined by members of the community. That’s a key part of it: This is a community need and a community solution. The Association of Dynamics Professionals, or DynamicsPro, is an independent, not-forprofit membership organization devoted to the Microsoft Dynamics community. It’s separate from the Microsoft Dynamics GP and Microsoft Dynamics NAV User Groups and independent from Microsoft. By setting standards for quality and skills, DynamicsPro helps protect Customers. We also help people do their jobs better and improve the Microsoft Dynamics community by independently validating competence, and all the while, maintaining objectivity.

GPUG: How is DynamicsPro structured? JC: DynamicsPro is a not-for-profit association that any individual – Partner or User – can join. That’s a key difference from GPUG (and NAVUG™). Companies join the User group. People join DynamicsPro. Our leadership team is made

Dynamics Credentialed Professionals

up of folks from the community. The Credentialing Council provides leadership, oversight, and strategic guidance for the development and delivery of certification programs. Each Microsoft Dynamics product – Microsoft Dynamics GP and Microsoft Dynamics NAV – has its own Exam Committee. These committees are made up of experts on the product. They apply their personal real-world knowledge, skills, and experience working with the product to set exam specifications and write all questions on each exam. Any individual who wants to demonstrate their product and domain knowledge can join DynamicsPro. Currently, most members work for Partner organizations. Increasingly, Users are joining. Over time, we expect even more Users to join. GPUG: What exams are currently being offered? JC: The exam committee has delivered all core-level exams for Microsoft Dynamics. This includes Microsoft Dynamics GP Core Financial Setup and Functionality and Core Installation and Configuration. Check out our website for details on these (www. dynamicspro.org/competency/certificationexams#details). Several more exams and credentials are planned. GPUG: What’s been the response from the Microsoft Dynamics community so far? JC: It’s been great. To date, well over 200 people have taken the exams and about three quarters of them have earned Dynamics Credentialed Professional status. What has been particularly gratifying is to see the true global participation. People from all over the world are taking and passing the exam – from Denmark, the Netherlands, Iceland, England, India and, of course, Canada and the U.S. GPUG: How does someone find out more information about professional certification and how to prepare for an exam? JC: The best resource is our website, www.dyanmicspro.org. The site includes exam information, resources to prepare for the exams, access to live Microsoft Dynamics GP webinars and recordings, and information to join as a member. You must be a member to take the exams. Associate membership is free, and it only takes a few minutes to join. I encourage all Microsoft Dynamics professionals to take advantage of this. Of course, I love to hear directly from members of the community as well, so feel free to send me an email at Joe. carroll@dynamicspro.org. GPUG: Is there anything else we should know? JC: Only the most important thing! Let’s wish a hearty GPUG congratulations to all of the folks who have already earned Dynamics Credentialed Professional status. (Editor’s note: Those individuals are listed in the sidebar of this article.) GPUG For additional information or to join the Association of Dynamics Professionals, contact Joe Carroll at Joe.carroll@dynamicspro.org or visit www.dynamicspro.org.

Microsoft Dynamics GP Core Installation and Configuration Andrew Kampwerth, Sikich Belinda Allen, Njevity Chris Skyllas, BDO David Musgrave, Winthropdc Elsa Williams, Nextecgroup Erik Waenink, Prophet Guadalupe Haro, Bond Consulting Services Jen Kuntz, Kuntz Consulting Jessica Martinez, Sikich John Lowther, Njevity Mark Huff, Njevity Mark Polino, Fastpath Robert Fann, Advanced Integrators Robert Klaproth, Armanino Rod O’Connor, Briware Solutions Sheila Jefferson-Ross, Socius Simon Nicholson, Advantage Computing Tanya Henderson, S2 Technology Thomas Garcia, ICON Verone Leimer, Run Business Solutions Microsoft Dynamics GP Core Financials Setup and Functionality Agathe Lupien, Negotium Technologies Amber Bell, Training by Amber Andrew Kampwerth, Sikich Barbara Gavron, S2 Technology Beckie Geiger, InterDyn BMI Belinda Allen, Njevity Cecilee Nelson, Journeyteam Charles Allen, BKD Technologies Christina Phillips, BKD Technologies Dave Bond, Bond Consulting Services David Ferguson, Quality Consulting David Hatfield, Run Business Solutions David Layten, Kinetic Dawn Prigmore, Advanced Integrators Debra Huntly, Encore Business

Ed Motola, Premier Computing George Rios, Bond Consulting Services Hope Ritson, SMB Suite/ Nextcorp Jen Kuntz, Kuntz Consulting Jennifer Ryan, Bond Consulting Services Jill Lister, BDO Jodi Dare, Prophet Julie Olson, InterDyn BMI Kathie Bullock, BDO Kim Rigney, Sikich Lisa Gorelow, BDO Lisa Armstrong, Lisa Armstrong SSI Consulting Luanne Scudder, Sikich Lyndy Januszewski, Sikich Margaret Evleth, RSM Mark Polino, Fastpath Marla Greenman, Greenman & Assoc Melissa Sandrovich, Njevity Michelle Funk, Sikich Paige Horne, Advanced Integrators Patty Taylor, RSM Paul Morris, Intellitec Solutions Ray Soliman, Argus Machine Co. Robert McAdam, DCI Rod O’Connor, Briware Solutions Sandy Wickman, InterDyn BMI Sean Burleson, RSM Sheila Jefferson-Ross, Socius Sherri Ibbotson, Dynamic Tech Support Sherryll Penney, MSPC Certified Public Accountants and Advisors Simon Nicholson, Advantage Computing Spring Walker, InterDyn BMI Sylvain Lavergne, Jovaco Tamara DeStefano, Sikich Teri Carpenter, TD Carpenter & Assoc Thomas Garcia, ICON Todd Janson, RSM Tony Rohr, InterDyn BMI Verone Leimer, Run Business Solutions Windi Epperson, Advanced Integrators

Q3 2016 | 63

industry showcase

The Very Essence of Hospitality Q

uality service, excellence, and class are just some of the attributes these GPUG® Members hold in high regard. The following upscale resorts, national event centers, casinos, and more are the epitome of the hospitality industry…and it shows.

Château Élan Winery & Resort Braselton, Georgia Château Élan is north Atlanta’s premier resort and conference destination. As a 3,500-acre winery and resort in the hills of north Georgia, the wines of Château Élan have won hundreds of national and international awards.

Cam-Plex Gillette, Wyoming Cam-Plex is a national and regional event center, offering up every type of event from tradeshows to theatre productions.

64 | GPUG Magazine

Frankenmuth Bavarian Inn, Inc. Frankenmuth, Michigan Generations of American diners, lodgers, and tourists have discovered true Bavarian hospitality at the Frankenmuth Bavarian Inn without having to cross an ocean. From its boutique shops, water park, authentic German meals, beer, and architectural gems like its glockenspiel and authentic wooden covered bridge, this hotel and resort have it all.

Snoqualmie Casino Snoqualmie, Washington Just minutes from Seattle, Snoqualmie Casino offers a one-of-a-kind gaming and entertainment experience.

Detroit Metro Convention & Visitors Bureau Detroit, Michigan Detroit Metro Convention & Visitors Bureau is the place for Detroit visitors to find where to stay, where to eat, and what to do while in town. VisitDetroit. com offers planning tools, interactive maps, and more for visitors to get the best experience while in Detroit.

RBC Convention Centre Winnipeg Winnipeg, Manitoba RBC Convention Centre is Winnipeg’s premier event facility for everything from meetings, conventions, trade and consumer shows, receptions to gala dinners, and corporate events. Located in the center of the city’s bustling downtown, its three-story, multipurpose facility has access to more than 2,600 downtown hotel rooms and is within walking distance to many of the city’s best restaurants and new attractions.

Service Linen Supply Renton, Washington Since 1946, Service Linen Supply has been a familyowned business serving the laundry needs of their local community. Today they employ more than 140 team members who serve 2,500+ customers in the Northwest.

Attila Wings, LLC Newark, Delaware Attila Wings, LLC works in all aspects of restaurant and bar management, from administrative to operational, identifying specific areas of opportunity and developing efficient and cost-effective strategies to maximize margins, reduce costs, and improve profitability. They specialize in operations, menu development, human resources, accounting, branding, and marketing.

Highgate® Hotels Irving, Texas Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco, and Honolulu.

PureStar Linen Group Atlantic City, New Jersey PureStar is North America’s foremost provider of linen management and laundry services exclusively to the hospitality industry. With locations across the United States, Mexico, and the Bahamas, the company provides fullservice outsourced laundry solutions to more than 200 clients, ranging from 7,000key resorts to 200-room boutique hotels. PureStar is a one-stop solution for linen management and laundry needs, including housekeeping linen, food and beverage, specialty items, uniforms, and valet.

Travelliance Minnetonka, Minnesota Travelliance is a womanowned company with offices in Minnetonka, Minnesota and Chicago, Illinois. Travelliance began 40 years ago as LJK Companies. Today, Travelliance provides lodging services in the United States and across the globe. They are a leading full-service crew and employee lodging services provider to the airline, railway, construction, retail, and other industries.

The Jackson Companies Myrtle Beach, South Carolina The Jackson Companies was founded by Mary Emily and Nelson Jackson and their five daughters. It is a familyowned enterprise that includes Prestwick Golf & Country Club, Ocean Lakes Family Campground, Ocean Lakes Properties, Crystal Lake Mobile Home Village, Ocean Lakes RV Center, and the 40-acre SayeBrook Town Center.

NetFinancials Atlanta, Georgia NetFinancials offers internet-enabled customized and affordable accounting solutions that include services, software, and hardware.

Greenwood Communities & Resorts, Inc. Greenwood, South Carolina Family owned since 1978, Greenwood Communities and Resorts, Inc. are developers who value and respect the land. They focus on families, natural features, and giving back by funding conservancies that benefit property owners and the community alike. Greenwood Communities & Resorts proudly owns and operates the award-winning Palmetto Dunes Oceanfront Resort as well as Shelter Cove Harbour & Marina located on Hilton Head Island, South Carolina.

Campus Auxiliary Services Geneseo, New York Located in the historic village of Geneseo in the upstate Finger Lakes region, the State University of New York at Geneseo is a premier public liberal arts college with a rich tradition of academic excellence.

Q3 2016 | 65

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The List MOBILE Solutions at your fingertips

thelistmobile.com Search for the products and services you need with the Mobile version of The List!

Table of Contents Industry.......................Page 68 Horizontal....................Page 72 Services.......................Page 82

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 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.

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

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. Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx â&#x20AC;˘ 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our process manufacturing application is embedded within MS Dynamics GP, offering industry specific R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, and Warehousing functionality. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Construction AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed. KEY:

Axapta

Great Plains

68 | GPUG Magazine

Data Masons Software http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/solutions/ ms-dynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink, Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud AP Invoice, Requisition, PO, Contract & Expense Reporting Solution One spend management platform for generating savings from any device.

Navision

Solomon

AssureSign LLC

Greenshades Software

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

http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year-End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

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

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration. Emergence http://www.emergencecorp.com â&#x20AC;˘ 441-295-0913 NEW: Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-2015 206-256-0771 ext. 123 eRequester Industry leading web procurement, expense management, inventory & receiving, and business intelligence. Top rated & trusted for over 16 years. EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Customer Relationship Management

Retail Management System

Higher Logic http://www.higherlogic.com â&#x20AC;˘ 202-360-4402 Higher Logic The leading cloud-based community platform used by organizations worldwide to bring people together in secure communities designed to ignite knowledge sharing, drive content creation and solve problems. 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/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 NEW: Business Intelligence (BI) Leveraging SQL Server, SharePoint, and Office on a single platform, Microsoftâ&#x20AC;&#x2122;s BI solution empowers decision-making that moves your business forward. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 20 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. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Point of Sale

Nodus Technologies, Inc. http://www.nodus.com/products.html 909-482-4701 Credit Card Advantage and CRM Charge with PayFabric Securely process credit cards and ACH within Dynamics GP or CRM and store credit card info in a PCI-certified cloud using PayFabric. Includes batch processing & reporting tools. Optional AutoPay and customer portal. Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry. 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.

Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting.

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 workflow. Solver http://www.solveglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 90 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Finance/Banking AssureSign LLC PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM. Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine Act. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine.

KEY:

Axapta

Great Plains

http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. Emergence http://www.emergencecorp.com 441-295-0913 NEW: Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

Food and Beverage Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics .

Navision

Solomon

Vicinity Manufacturing

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Food/Beverage industry. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx â&#x20AC;˘ 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our process manufacturing application is embedded within MS Dynamics GP, offering industry specific R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, and Warehousing functionality.

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

Horizons International

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

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. 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, workflow, and AP/AR Automation.

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. Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders. Retail Management System

WithoutWire http://www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Discrete MO Manufacture Distributor Food Beverage Supply Chain ship EDI.

Government Contracting

Business Systems Integrators

Customer Relationship Management

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.

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 the document management solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com. DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more. 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.

Point of Sale

Q3 2016 | 69

INDUSTRY

Nodus Technologies, Inc. http://www.nodus.com/estore_ solution_stack.html â&#x20AC;˘ 909-482-4701 eStore Solution Stack with PayFabric Go beyond a shopping cart with a feature-rich, automated and fully integrated ecommerce solution. Securely take orders from our PCI certified B2B, B2C, and sales portal web site with attractive responsive web design.

INDUSTRY

InterDyn BMI http://www.erp4health.com â&#x20AC;˘ 866-264-3249 ERP4HealthÂŽ Financial Management Software powered by Microsoft Dynamics.

High Tech and Electronics 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.

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. Emergence http://www.emergencecorp.com â&#x20AC;˘ 441-295-0913 NEW: Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication. EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

Manufacturing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics.

KEY:

Axapta

Great Plains

70 | GPUG Magazine

BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ overview.aspx â&#x20AC;˘ 949-583-1646 ext. 266 BatchMaster Manufacturing for Microsoft Dynamics GP Our process manufacturing application is embedded within MS Dynamics GP, offering industry specific R&D Lab, Formulation, Quality, Production, Compliance, Costing, Planning, Scheduling, and Warehousing functionality.

Manufacturing Resource Partners http://www.mrpconsulting.com â&#x20AC;˘ 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

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.

Bond Consulting Services http://www.BondConsultingServices.com 562-988-3451 Microsoft Dynamics ERP & CRM Solutions for Manufacturing & Distribution The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

Navision

Solomon

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.

Non-Profit Organizations Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Data Masons Software http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

WithoutWire http://www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Process Manufacture MO Distributor Food Beverage Pharma Chemical CPG ship EDI.

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. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts

Customer Relationship Management

Retail Management System

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed. 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. ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

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

Point of Sale

Warehouse Management

Oil and Gas Computer Information Enterprises

Thomson Reuters http://tax.thomsonreuters.com/DynamicsTax 888-885-0206 Sales Tax Automation for Microsoft Dynamics Thomson Reuters ONESOURCE Indirect Tax is a cloud-based sales and use calculation, document management, filing and remittance solution that integrates with Microsoft Dynamics to simplify the sales tax process.

Pharmaceuticals ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions (WMS) designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in the Pharmaceutical & Medical industries. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. 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 your WMS for inventory management. An easy to install solution with robust features.

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

Property Management Binary Stream http://www.binarystream.com/GP-PM 604-522-6300 Property Management (PrM) Property Management is the only fully integrated lease manager in GP. Manage your commercial, retail and large residential leases with ease.

Publishing 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.

Real Estate

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed. Binary Stream http://www.binarystream.com/GP-PM 604-522-6300 Property Management (PrM) Property Management is the only fully integrated lease manager in GP. Manage your commercial, retail and large residential leases with ease.

Retail

Professional Services JOVACO Solutions Inc. http://www.jovaco.com â&#x20AC;˘ 888-988-3535 ext. 122 JOVACO Project Suite Project accounting for professional service firms to manage projects through web-based time & expense and resource mgmt modules. Top features: extensive reporting, multi-company & interdepartmental capabilities. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

KEY:

Axapta

Great Plains

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 certificate management, filing and remittance solution for Microsoft Dynamics.

Navision

Solomon

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, workflow, and AP/AR Automation. 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 your WMS for inventory management. An easy to install solution with robust features. 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.

Software

Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Transportation

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable & highly configurable WMS designed for Distribution, Manufacturing & 3PL operations of any type. Over 25 years of experience in advanced distribution solutions.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse.

FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 NEW: FASCOR WMS Warehouse management systems providing tier 1 functionality for SMB businesses. Industry leading Dynamics GP integration offers rapid deployment, seamless integration and real ROI.

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 your WMS for inventory management. An easy to install solution with robust features.

WithoutWire http://www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse WMS Barcode mobile traceable lot serial tracked inventory for Manufacture Distributor Pharma Chemical CPG Food Field Service tech job ship EDI.

Selective Software Inc http://www.selectivesoftware.com 421-369-0480 In Transit Software Integrated solutions for Trucking: Loads, Driver/Carrier Pay, Freight Billing, EDI, Dispatch, Imaging, Maintenance & Repair, Fuel Integration, Road Taxes. Reporting & more. Asset-Based & Brokerage.

Customer Relationship Management

Retail Management System

Point of Sale

Q3 2016 | 71

INDUSTRY

http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is the document management solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com.

Horizontal Accounting Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM 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. Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control.

HORIZONTAL

Adra http://www.adra.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.

BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes. Emergence http://www.emergencecorp.com â&#x20AC;˘ 441-295-0913 NEW: Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication. Encore Business Solutions http://www.encorebusiness.com â&#x20AC;˘ 888-898-4330 ePayStub for Canadian Payroll ePaystub for Canadian Payroll is a seamless extension to Dynamics GP Canadian Payroll that allows users to email out employee Payslips with an email that is password protected. ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget.

KEY:

Axapta

Great Plains

72 | GPUG Magazine

Affordable Care Act Reporting 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 Affordable Care Act.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Automation Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

Analytics

DataSelf http://www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

Navision

Solomon

Customer Relationship Management

Retail Management System

Barcode Data Collection 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. 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 your WMS for inventory management. An easy to install solution with robust features.

Budgeting

CALUMO, Inc. http://www.calumo.com â&#x20AC;˘ 214-387-6030 CALUMO - Reporting, Budgeting & Forecasting CALUMO is THE single tool for reporting, budgeting & forecasting all Accountants love. CALUMO combines web/mobile/ Excel/Word/PowerPoint to create & distribute ad-hoc analysis, reports, dashboards & planning templetes Corporate Renaissance Group http://www.crgroup.com/budgeting 613-232-4295 Budgeting & Costing CRGroup provides consulting expertise and leading solutions to streamline and improve budgeting, planning and costing. (Adaptive Insights, BOARD Software, CRG Cost Allocator, CRG FlexABM). Contact us to learn more.

Point of Sale

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Replace Forecaster with a more intuitive and robust budgeting tool which can be up and running in 2 hours! Give your staff real-time drill down reporting on GP transactions and eliminate Excel-based budgeting chaos. Prophix http://www.prophix.com 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Solver http://www.solveglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

DataSelf http://www.dataself.com â&#x20AC;˘ 888-910-9802 DataSelf Analytics Tableau, a data warehouse and 5,000 KPIs for Dynamics ERP/CRM.

KEY:

Axapta

Great Plains

Halo BI http://www.halobi.com â&#x20AC;˘ 888-300-0219 Halo BI Analytics and BI platform for self-service supply chain planning and data discovery. Enterprise scaled, rapidly implemented, data secured. Analyze, decide and plan faster than ever before. See demo live on halobi.com KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 NEW: Business Intelligence (BI) Leveraging SQL Server, SharePoint, and Office on a single platform, Microsoftâ&#x20AC;&#x2122;s BI solution empowers decision-making that moves your business forward. Solver http://www.solveglobal.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-configured Data Warehouse w/ direct integration to Microsoft Dynamics.

Business Process Management

DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

Navision

Solomon

Commissions

EthoTech, Inc. http://www.ethotech.com â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

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

Metafile Information Systems, Inc.

Compliance

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, workflow, and AP/AR Automation.

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 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.

Check Printing

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics.

Enliven Software http://enlivensoftware.com/Products/ Accounts-Payable â&#x20AC;˘ 866-439-5884 ext. 1 Fidesic AP - Web-Based Invoice and Payment Approval Workflow System A powerful web-based invoice/payment approval management system designed to work specifically with Dynamics GP. Features OCR and ACH fulfillment

MHC Software, Inc. ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Collaboration Platform

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.

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

Customer Relationship Management

Retail Management System

Adra http://www.adra.com/ â&#x20AC;˘ +44 207 868 5171 TASK MANAGER - Financial Task Management Software TASK MANAGER is purpose built for finance teams and recurring processes. It streamlines the Financial Close and other administrational tasks and allows you to enforce and manage Internal Control. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management DocLink electronic document solutions support compliance mandates.

Point of Sale

Q3 2016 | 73

HORIZONTAL

Business Intelligence

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year-End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA.

HORIZONTAL

Contract/Project Management Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Contract Management Solution for Vendors, Capital Projects and Budgeting with Requisition/Invoice Tracking on Any Device Manage contracts/capital projects, commitments, dates & change orders.

Credit Card/Check Processing Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by Vantiv Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated with Vantiv with no 3rd party gateways. Support for pre-authorization, sale/capture, adjust, void, and return. 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. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

KEY:

Axapta

Great Plains

74 | GPUG Magazine

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Azox CCE Secure, PA-DSS ACH/credit card solution with batch processing and ability to store sensitive data off site with tokenization.

Data Integration Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Data Management Corporate Renaissance Group http://www.crgroup.com/changer 613-232-4295 CRG Changer Quickly & easily change, merge & combine your codes & data in GP. Changer is trusted by thousands of organizations, supports 3rd party tables & is completely flexible - ensuring GP operates at optimum efficiency.

Distribution

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 ChargeBack Processing Provides deductions management capability for cash receipts processing. 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. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Customer Consignments Adds complete consignment processing functionality to Dynamics GP Sales Order Processing. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Advanced UserDefined Fields Provides a versatile array of userconfigurable fields to extend master records and document headers and lines. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Freight Matrix Provides the capability to define your own freight charge schedules. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 90 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Document Management

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoffice work more effectively with your warehouse.

Navision

Solomon

ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Automated Payables, Sale Order Processing & Document Management Designed for Dynamics GP Securely manage the capture, workflow, & storage of invoices, documents & all vital business information. 3-way matching, live accrual reporting & the ability to complete transactions directly from workflows.

Customer Relationship Management

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is the document management solution for Dynamics SL and GP with integrated OCR and AP workflow. Increasing productivity-reducing paper. The integration is the difference. Visit www.compinfo.com.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration. DocuPhase http://www.DocuPhase.com 727-441-8228 ext. 626 DocuPhase DocuPhase is a powerful business process automation, document management, intelligent capture, analytics, and web forms platform. We provide packaged AP, Purchase Requisition, time/expense processes and more.

ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikTag by ImageTag is ONE SYSTEM you need for document management and business process automation - without harming trees or your budget. Retail Management System

Point of Sale

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, workflow, 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. Workflow & Report imaging.

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a complete document management, electronic workflow and invoice automation solution, Certified for Microsoft Dynamics GP, SL, AX, & CRM.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/solutions/msdynamics-gpgreat-plains/ â&#x20AC;˘ 800-699-5758 Integrated Document Management and Process Automation 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 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics.

Electronic Signatures

EDI

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

AIM Computer Solutions, Inc.

Exchange Rates

http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

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 certificate management, filing and remittance solution for Microsoft Dynamics.

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce k-eCommerce A versatile, integrated B2B, B2C and Sales Portal eCommerce solution deployed in our PCI DSS certified cloud or on premise. Built-in CMS with SEO, responsive design, multilingual/ multicurrency.

Axapta

Great Plains

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

Data Masons Software http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization.

Navision

Solomon

ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikExpense KwikExpense automates and accelerates expense reporting, receipt capture and the report approval process, while making credit card reconciliation a breeze!

AssureSign LLC

Business Systems Integrators Avalara, Inc.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-EM 206-256-0771 ext. 123 eRequester | EM Use eRequester Travel & Expense Management to automate and expedite expense processing. Improve visibility over discretionary spending.

Olympic Systems, Inc. http://www.projectcost.net 206-547-5777 ext. 119 NEW: Exchange Rate Import The Exchange Rate Import tool is an essential extension to the Currency Management Module for Microsoft Dynamics GP. This unattended, automated one-step process directly updates rates to GP Currency Tables.

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Spencer Easy, configurable, web-based expense tracking system. Seamlessly drive Payables or Project Accounting. Credit card integration, workflow, multi-currency, VAT support, electronic receipts and more. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Expense Solutions

Olympic Systems, Inc. http://www.mytimeandexpense.com 206-547-5777 ext. 119 NEW: my Time & Expense My Time & Expense is a mobile app that allows users to enter, track and submit their time sheets and expense reports via their smart phones.

Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Expense Reporting Solution with Corporate Credit Cards, Travel Approval, Receipt Capture and Mileage Calculator on Any Device Empowers employees to submit expenses on the go & stay within policy.

Paramount WorkPlace

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

Customer Relationship Management

Retail Management System

http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine Act.

Point of Sale

Q3 2016 | 75

HORIZONTAL

E-commerce

Sana Commerce http://www.sana-commerce.com 646-362-0432 Sana Commerce Truly integrated B2B e-commerce that leverages existing ERP business logic to deliver a rich product catalog & automate web orders.

Paramount WorkPlace

Financial Services

http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 734-302-2316 ReQlogic Expense Management ReQlogicâ&#x20AC;&#x2122;s Expense Management module enables employees to enter expense reports using a browser or phone interface, or Import expense transactions from a bank or credit card account. Real time integration.

Field Service Management

HORIZONTAL

FieldConnect, Inc. http://www.fieldconnect.com â&#x20AC;˘ 949-428-1540 FieldConnect Mobile Workforce Solutions FieldConnect is an end-to-end solution for workforce mobilization. Electronic work orders & timesheets, dispatch software, and customer portals are directly integrated with Microsoft Dynamics for maximum efficiency.

Shining Brow Software http://Shiningbrow.com â&#x20AC;˘ 414-258-3400 The Service Manager Solution for field service organizations that install, service, and maintain equipment. Track customers, equipment, contract data and service history. Schedule work & integrate your field staff with our Mobile client.

WithoutWire http://www.withoutwire.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Field Service Field Service WMS Barcode mobile phone tablet lot serial tracked inventory Job Work Order part return depot tech install telecom oilfield inspect

BlackLine https://www.blackline.com/financecontrols-and-automation â&#x20AC;˘ 818-223-9008 BlackLine BlackLine's Finance Automation and Controls platform integrates with and complements Microsoft Dynamics (GP, AX, NAV) and enables fast growing companies to close the gaps left in financial close accounting processes. 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. Nexonia http://www.nexonia.com â&#x20AC;˘ 800-291-4829 Nexonia Highly-configurable cloud-based expense reports and timesheets solutions, seamlessly integrated with MS Dynamics, incl. VAT & multi-currency. With mobile apps for iOS, Android, BlackBerry 10 & Windows Mobile phones.

Fixed Assets

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.

General Ledger Corporate Renaissance Group http://www.crgroup.com/reformatter 613-232-4295 CRG Re-Formatter CRG Re-Formatter is the only tool currently available to help companies quickly & easily modify the account framework of Microsoft Dynamics GP after the initial installation. Emergence http://www.emergencecorp.com â&#x20AC;˘ 441-295-0913 NEW: Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

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

KEY:

Axapta

Great Plains

76 | GPUG Magazine

Navision

Solomon

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 Infinia Integrator GL, AR, AP for AA Copy-Paste-Import transactions with AA codes from Excel to Dynamics.

Inter-company Processing

HR Management

Binary Stream http://www.binarystream.com/GP-MEM 604-522-6300 Multi-Entity Management (MEM) Eliminate the need for creating manual intercompany journal entries. Operate from one database by consolidating multiple entities to one.

Corporate Renaissance Group http://www.employee-performance.com 877-711-0367 CRG emPerform Award-winning employee performance management for Microsoft Dynamics GP & AX. Online performance reviews, 360Ă&#x201A;Â° assessments, goal management, succession planning, pay-for-performance, reporting & social feedback.

Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs. Greenshades Software http://www.greenshades.com/landing-aca. php?source=TheList â&#x20AC;˘ 888-255-3815 ext. 2 Affordable Care Act From tracking eligibility and enrollment requirements to producing and filing 1095-C returns, Greenshades has Affordable Care Act requirements under control. Request a demo today and take the pain out of ACA. ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to! 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. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT Benefits Connect (JBC) JBC communicates enrollment data to carriers and insurance providers.

Customer Relationship Management

Retail Management System

Corporate Renaissance Group http://www.crgroup.com/combiner 613-232-4295 Company Combiner Trying to manage multiple companies in Dynamics GP? Easily combine company databases into one single entity for easier maintenance, reduced risk, greater efficiencies, and improved reporting with CRG Company Combiner 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.

Inventory Enhancement Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 QualityCount Provides the most robust and complete physical inventory functionality. 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 NEW: Disassembly BOM Disassemble finished goods and return component items back to inventory. Additional components used may also be deducted from inventory. 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.

Inventory Management ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in. FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 NEW: FASCOR WMS Warehouse management systems providing tier 1 functionality for SMB businesses. Industry leading Dynamics GP integration offers rapid deployment, seamless integration and real ROI.

Point of Sale

Invoicing Enhancement

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 844-396-7655 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

k-eCommerce http://www.k-eCommerce.com 855-k-eCommerce Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real time fund recognition.

Nodus Technologies, Inc. http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Loans Management Binary Stream http://www.binarystream.com 604-522-6300 Ext: 141 Investment Management Portfolio and Wealth Management. Effectively manage your portfolio, improve financial management and gain greater visibility into your investments with Investment Management.

Manufacturing Enhancement

Great Plains

Binary Stream http://www.binarystream.com/GP-MEM 604-522-6300 Multi-Entity Management (MEM) MEM allows you to easily allocate dueto/due-from transactions across ALL entities saving you time and eliminating redundant processes. Easily view your entire business operations and drilldown to specific entities.

Emergence http://www.emergencecorp.com â&#x20AC;˘ 441-295-0913 NEW: Advanced Account Control for Microsoft Dynamics GP Easily manage large multi-segmented charts of accounts. AAC allows rule based management of valid account numbers & segment combinations. Includes enhanced account lookup, auto account roll-out & account replication.

DynamicPoint http://www.dynamicpoint.com/ â&#x20AC;˘ 844-396-7654 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics Streamline Invoice/AP Processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Jobs, Project Accounting, Analytical Accounting & More!

Payables Enhancement http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Gen integrates external Mfg systems into GP Mfg. Creates, schedules, and releases MO's. Builds pick lists and receives and posts MO receipts

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.

Navision

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud AP Invoice Solution with Document Automation, Budget Checking, GL Distributions, Intercompany, Tax Allocations, Multicurrency and 1099 One-step, paperless AP processing with approval workflow, on any device.

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

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Enhanced Voucher Selection Provides a robust method for voucher selection in Payables Management.

Horizons International

Job Costing

KEY:

Multi-Entity Management

Solomon

Customer Relationship Management

Retail Management System

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, and the apply info. ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikPayables KwikPayables automates the process of invoice transactions being captured, coded, routed, approved, stored and audited. 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. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Payment Notifications 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.

Point of Sale

Q3 2016 | 77

HORIZONTAL

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

Paramount WorkPlace

Portals 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 workflow.

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.

HORIZONTAL

Payroll Enhancement

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Year-End Forms Electronic distribution, print to blank paper, and fully automated mailing services help thousands of Greenshades clients create, distribute and electronically file their 1099, W-2 and 1095-C forms.

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Let us handle the hassle of your payroll tax filings. Greenshades helps facilitate payroll tax returns, deadline management, tax payments, and other reporting requirements.

KEY:

Axapta

Great Plains

78 | GPUG Magazine

Integrity Data http://www.integrity-data.com/software/ aca-compliance/ â&#x20AC;˘ 888-786-6162 Integrity Data ACA Compliance Solution A 360Â° reporting & tracking engine that makes ACA compliance a non-issue. Automatically tracks eligibility, tests affordability, and generates, prints and e-files Form 1095-C/ 1094-C. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering solid solutions: reliable software, top-notch support and expert services - making your payroll system work exactly the way you want and need it to! JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 PayStub Viewer A web-based app that provides employees online access to their pay stubs. Employees can be notified through email when their pay stub is available online. Configuration tool allows control to information. MHC Software, Inc.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Greenshades Software http://www.greenshades.com 888-255-3815 ext. 2 Greenshades Online Employee Services Streamline your HR processes. Our Employee Services module makes benefit sign-up easy and our web based portal eliminates the need to print employee documents and paystubs.

Procurement Management Ariett http://www.ariett.com â&#x20AC;˘ 781-826-1120 Cloud Requisition, PO, Invoice and Contract Solution with Catalogs, cXML Punch-out and Budget Checking on Any Device Empowers employees to generate savings from any phone/tablet/laptop. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7653 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

eRequester by Paperless Business Systems http://spendwise.ly/eRequestereProcurement â&#x20AC;˘ 206-256-0771 ext. 123 eRequester eRequester e-procurement is top rated for ease-of-use & time-to-value. Top features: Approval Workflow Engine, PO, RFQ, Punchout, Inventory, & Expense Management. Trusted for over 16 years.

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.

Solomon

Product Lifecycle Management 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.

Project Accounting

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.

Navision

Customer Relationship Management

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. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Project Tracking with Advanced Analytics Creates a seamless connection between a companyâ&#x20AC;&#x2122;s financial transactions & project revenue & expenses. Easily assign project info. from within GP at the time of transaction entry.

Journyx http://www.journyx.com â&#x20AC;˘ 800-755-9878 Journyx Inc. Time and expense tracking and resource management solution that enhances Microsoft Dynamics project accounting functionality with data validations, multi-approval levels, accrual calculations & more.

Retail Management System

Point of Sale

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

Purchase Order Processing Enhancement

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7652 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics Streamline procurement processing with seamless integration to Dynamics GP & NAV. Out of the box integration with Budgeting, Receiving, Jobs, Project Accounting, Analytical Accounting & More!

http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Create a Blanket with multiple control lines. Apply spending limits, allowable items, and user security to each Blanket, all with Blanket PO.

Quality Control

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Management System integrates to all Dynamics products. Used in chemicals, food and other regulated industries. Control layouts for certificates of analysis, comply with ISO standards, manage lot holds.

Receivables Enhancement Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with specific apply or auto apply. Nodus Technologies, Inc.

eRequester by Paperless Business Systems http://spendwise.ly/eRequester-PO 206-256-0771 ext. 123 eRequester | PO Web requisitions, approvals, POs, Punchout, budget tracking and more. Powerful spend management tools for improving efficiency & visibility. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms.

KEY:

Axapta

Great Plains

http://www.nodus.com/epay_advantage.html 909-482-4701 ePay Advantage with PayFabric Automate A/R, improve cash flow, and provide security and convenience to your customers with an online bill pay portal. Optional recurring/subscription billing, AutoPay, payment plans and remote order entry.

Reconciliation

Adra http://www.adra.com â&#x20AC;˘ +44 207 868 5171 ACCOUNTSTM 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. Adra http://www.adra.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.

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.

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, Affordable. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

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.

Navision

Solomon

Customer Relationship Management

Retail Management System

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily & quickly print/email Crystal/SRS/ Excel reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from fields in GP. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Prophix http://www.prophix.com 905-279-8711 Prophix Leading developer of performance management solutions designed to automate financial and operational processes. High-end functionality with powerful, adaptable solutions built on the Microsoft SQL Server stack.

Requisition Management Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting

Royalty 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.

Point of Sale

Q3 2016 | 79

HORIZONTAL

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics.

Paramount WorkPlace

EthoTech, Inc. http://www.ethotech.com 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. Effortlessly create and modify commission plans, and then quickly distribute reports by e-mail.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically define where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. 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.

Sales Tax

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics.

HORIZONTAL

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. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW:Customer Consignments Adds complete consignment processing functionality to Dynamics GP Sales Order Processing. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 NEW: Sales Configurator Provides a complete 'assemble to order' sales system. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by Vantiv Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated with Vantiv with no 3rd party gateways. Support for pre-authorization, sale/capture, adjust, void, and return. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings by generating invoices, quotes or orders in GP SOP based on the billing date & billing frequency assigned to the customer contract line item.

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.

KEY:

Axapta

Great Plains

80 | GPUG Magazine

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

Security KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based off of user ID.

Shipping/Manifesting Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workflow 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. FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 NEW: FASCOR TMS TMS is an integrated solution for small parcel & LTL shipping. Carrier Certified for UPS, FedEx, USPS (Endicia), LTL & other carriers. Feature rich & user configurable / multiple integration options including Dyn GP.

Tax Data Masons Software http://www.datamasons.com/thelist 866-575-1631 Vantage Point EDI for Dynamics EDI Made Simple for Dynamics: ERP integration without customization. FASCOR http://www.fascor.com â&#x20AC;˘ 513-421-1777 ext. 103 NEW: FASCOR WMS Warehouse management systems providing tier 1 functionality for SMB businesses. Industry leading Dynamics GP integration offers rapid deployment, seamless integration and real ROI.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 2336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the fly. Sort, filter & re-order columns easily. Sum groups of info fast.

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Dynamics GP PowerPack Over 90 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

Customer Relationship Management

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

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable WMS for Distribution, Manufacturing & 3PL operations. Over 25 years of features & functions built-in.

Solomon

System Enhancement

Supply Chain Management

Navision

Avalara, Inc.

Retail Management System

Point of Sale

Time and Attendance

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Clock that integrates with Dynamics GP PR, HR, PA, & Manufacturing. Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Penny Web-based timesheets, employee/ manager self-service for CAD payroll.

Travel Expense Management DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7650 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics Streamline employee expense reimbursement with seamless integration to Dynamics. Out of the box integration with Budgeting, Credit Cards, Google Maps, Project Accounting, Analytical Accounting & More!

KEY:

Axapta

Great Plains

Olympic Systems, Inc. http://projectcost.net â&#x20AC;˘ 206-547-5777 ext. 119 NEW: Project Cost A full featured Project Accounting solution integrated to AP, AR, IV, PO, SoP, Payroll & G/L. Complete with options for Web & Mobile Time & Expense entry, Manager Approvals, Credit Card Expense Management. Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine Act.

Navision

Solomon

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 DocLink Integrated Document Management Capture, workflow, output & archive w/DocLink, Doc. Mgmt. for Dynamics. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 800-560-9305 End-to-End AP Automation Streamline invoice capture, intelligently route approvals and facilitate 100% of payments in 45 days or less...guaranteed.

docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR docSTAR eclipse Smart AP Automation docSTAR is the premier AP automation solution provider. SaaS or on-premises deployment options. Mobile access. Intelligent data capture. Advanced workflow. Microsoft Dynamics ERP integration. Enliven Software http://enlivensoftware.com/Products/ Accounts-Payable â&#x20AC;˘ 866-439-5884 ext. 1 Fidesic AP - Web-Based Invoice and Payment Approval Workflow System A powerful web-based invoice/payment approval management system designed to work specifically with Dynamics GP. Features OCR and ACH fulfillment.

ImageTag, Inc. http://www.kwiktag.com â&#x20AC;˘ 888-KWIK-TAG KwikTag KwikApps KwikApps automate any document, any department and any process with ONE SYSTEM that integrates directly with your Dynamics ERP.

Customer Relationship Management

Retail Management System

Point of Sale

Q3 2016 | 81

HORIZONTAL

Workflow / Notifications

Services .NET Development KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 20 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

Azure Managed Cloud Services

WatServ http://www.watserv.com â&#x20AC;˘ 866-531-2598 Global leader of Hosted Managed Services for Dynamics ERP & CRM Offering Private, Hybrid, & Azure hosted managed services with 24-7-365 world class global support for customers of all sizes and complexities.

Cloud Computing

MG Technology Group

Data Resolution, LLC

http://www.mgtechgroup.com/about-us/ partner-program/ â&#x20AC;˘ 866-350-9310 Dedicated Dynamics ERP Hosting Services - 99.999% SLA, SSAE16 13+ 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 BoxTMâ&#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;&#x201C;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

SERVICES

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP Hosted Microsoft Dynamics on Azure/ Private/Hybrid Cloud Solutions. Comprehensive pricing model for SPLA/Subscription Licensing - financially backed uptime guarantee. SSAE-16 data centers, SOX, HIPAA, FDA Compliancy.

KEY:

Axapta

Great Plains

82 | GPUG Magazine

http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP & CRM cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 15 years.

Paramount WorkPlace http://ParamountWorkPlace.com/solutions/ travel-and-expense/ â&#x20AC;˘ 800-725-4408 Paramount WorkPlace Expense Mobile Entry & Approvals, OCR, Google Maps, Receipt Attachment, Rule Engine, Credit Card & Banking Integration, Real-Time Cash Advances, On-Account Balance, Expense Split, GL Distribution, Open Payment Sunshine Act. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 Paramount WorkPlace Requisition & Procurement Requisition, PunchOut, Check Request, Budget Compliance, RFQ, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance, Robust Approvals Engine. Paramount WorkPlace http://www.ParamountWorkPlace.com 800-725-4408 NEW: Paramount WorkPlace Spend Management Intuitive Web-based & Mobile Spend Management Solutions. Requisition & Procurement, and Expense solutions that are easy for employees, effective for management, powerful for accounting.

Myappsanywhere http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere delivers an integrated suite of cloud-based Microsoft Dynamics and ISV applications, including 99.999% uptime, customizations and secure storage in its privately owned, SSAE 16 data center facilities.

Navision

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the first on-demand webbased Microsoft Dynamics GP application offered on a monthly subscription, with no setup fees. Start your prospects on myGPcloud with a free 30 day trial in less than 5 mins.

Custom Development

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certified .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. 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.

Dexterity Development DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed GP enhancements/integrations/upgrades supported 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 20 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.

HR & Payroll Implementation & Consulting Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Comprehensive HR & Payroll Solutions for Microsoft Dynamics GP Creating great DynamicsÂŽ GP HR & Payroll experiences by offering expert consulting, customizations, implementations and training - making your payroll system work exactly the way you want and need it to.

Implementation Services

Bond Consulting Services Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Custom Development Services Fixed prices & over 20 years of experience in custom development work.

Solomon

Customer Relationship Management

Retail Management System

http://www.BondConsultingServices.com 562-988-3451 Custom ERP & CRM Solutions That Streamline Your Business Processes The go-to team of trusted advisors moving you forward with Microsoft Dynamics ERP and CRM solutions for SMB and Enterprise.

Point of Sale

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.

Manufacturing Implementation & Consulting

Partner Support Service

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 fill your sales pipeline. Tornado Marketing, Inc. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing offers high-impact, highly effective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations Manufacturing Resource Partners http://www.mrpconsulting.com â&#x20AC;˘ 562-547-6156 Dynamics GP Manufacturing Consulting The Dynamics GP implementation team at Manufacturing Resource Partners is one of the most experienced available. Each of our consultants has 12 to 24 years of manufacturing and operations management experience.

ERP Software Blog http://www.groupbloggers.com â&#x20AC;˘ 888-800-0999 ERP Software Blog/ CRM Software Blog Group blog sites for VAR/ISV partners to increase SEO, web traffic,leads

http://www.lookingglassmarketing.com 614-453-5927 Cost-effective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your offerings. 25+ yrs.

Sales Tax Management Service

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

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 20 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.

Upgrades

InterDyn BMI http://www.interdynbmi.com â&#x20AC;˘ 866-264-3249 InterDyn BMI Microsoft Gold Certified provider of innovative solutions for over 30 years.

OnDemand Trials

Marketing Planning & Services Looking Glass Marketing

Plumbline Consulting, LLC.

Software Development Consulting

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.

Vertex SMB http://www.VertexSMB.com/TheList 855-221-5885 Vertex SMB Sales & use tax automation with payas-you-go pricing and PDF returns.

SharePoint Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 844-396-7647 Exclusive Source for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

SERVICES

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Q3 2016 | 83

Let us show you

how easy Dynamics EDI can be

We have the experience & expertise to make your EDI project

so much

easier.

Turn-key EDI Setups – Setups in hours or days not months or years. Flexible Solutions – 'RQ·W VHWWOH IRU RQH VL]H À WV DOO²\RX NQRZ LW GRHVQ·W Optimize your EDI Spend – 'RQ·W VHWWOH IRU H[RUELWDQW PRQWKOLHV RU ULGLFXORXV XS IURQWV² ZH·OO VKRZ \RX D UHDVRQDEOH SULFH No Customizations Required – 'RQ·W OHW (', GHUDLO \RXU QH[W XSJUDGH²ZH GRQ·W DGG DQ\ 'H[WHULW\ FXVWRPL]DWLRQV DW DOO

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