2014 Spring - GPUG Magazine by Dynamic Communities, Inc

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ADJUSTING TO CHANGE: TAKE CONTROL!

SMARTLIST DESIGNER: A NEW FREE TOOL FOR YOU

DESIGNING AN EFFECTIVE

CHART OF ACCOUNTS

contents In Every Issue

spring 2014 | www.gpug.com

302).' s 777 '05' #/-

ADJUSTING TO CHANGE: TAKE CONTROL!

SMARTLIST DESIGNER: A NEW FREE TOOL FOR YOU

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From the Director Regional Chapter News Events Welcome to Our New Members Meet Your GPUG Leaders On Topic Name That Photo Contest Top Collaborate Discussions Word Find Volunteer of the Quarter Mark Polino Academy Corner Find the Logo Contest The GP List, from The Partner Channel

Features DESIGNING AN EFFECTIVE

User Member Showcase The Gorilla Glue Company

14 18

Designing an Effective Chart of Accounts

Member in Action National Youth Advocate Program

The Only Person Who Likes Change is a Wet Baby

Tips & Tricks Control SSRS Background/Text Color from SQL Script

Microsoft Member Showcase Brian Meier

35 36 38

The â&#x20AC;&#x153;BeneďŹ tsâ&#x20AC;? of BeneďŹ ts in Payroll

CHART OF ACCOUNTS

Advertiser Index Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Business Computers (Time Matrix) . . . . . . . . 7 GPUG Summit 2014 . . . . . . . . . . . . . . . . . . . . 40 Greenshades Software . . . . . . . . . . . . . . . . . . 2 Integrity Data . . . . . . . . . . . . . . . . . . . . . . 34, 37

Tips & Tricks SmartList Designer: Using the New Free Tool from Microsoft Dynamics GP 2013 (Service Pack 2)

JOVACO Solutions . . . . . . . . . . . . . . . . . . . . . 29 k-eCommerce . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Kamp-Data, Inc. . . . . . . . . . . . . . . . . . . . . . . . .13 KTL Solutions, Inc. . . . . . . . . . . . . . . . . . . . . . 20 Mekorma . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31 MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . 60 Sierra Workforce Solutions . . . . . . . . . . . . . . 23 WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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letter

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

Adjusting To Change...

Kim Peterson

f there is one thing I’ve experienced in my 31 years of Microsoft Dynamics, it is change. I started back in the day before IBM had personal computers! Just think of the tremendous changes we have since adopted and can’t live without. We are living in exciting times. Many of you are upgrading and taking advantages of the great work of Microsoft Dynamics GP 2013, which means you likely made a reporting solution switch. Perhaps your field team is asking for device connections, or your management wants easy access to business intelligence. This is a lot of change, and oftentimes it comes at a pace faster than we can manage. While exciting, change can also be stressful. Here’s a great quote from Albert Einstein on the subject: “The measure of intelligence is the ability to change.” In order to get ahead as a company or a professional, you need to accept change. We live in a fast-paced world where changes are exciting, required, and necessary. Now more than ever, networking with others who have or are experiencing the same changes as you is very important. GPUG® offers several educational and networking opportunities to leverage as you go through change. We host regular Special Interest Group (SIG) sessions, Regional Chapter meetings, Distance Learning, and GPUG Collaborate, to name a few. Never in the history of Microsoft Dynamics have you had so many opportunities. It’s time for change and to get connected so you can keep up. In this issue, you will read about experiences our Members have shared with us as well as changes they are undergoing. You’ll hear from Microsoft on new updates including Microsoft Dynamics SmartList Designer. You’ll gain insight into security changes, an important concern with all that has recently unraveled in the retail industry. This robust magazine is a must-read issue full of great learning; please share it with others in your office. Enjoy, and if this Convergence is the first you’ve heard of GPUG, we encourage you to join the GPUG family. We educate and support each other during times of change while continuing to move forward. Test your intelligence…listen to and adopt the words of advice from Albert Einstein. Respectfully,

Kim Peterson GPUG Director

Spring 2014 | 5

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news regional chapter news

GPUG® Regional Chapter Fun Facts Meetings Held in 2013: 99 Meeting-in-a-Box 2013 Topics: » 1099 Reporting Best Practices » Year-End Close Tips and Tricks » Why Payroll and HR? » Microsoft Dynamics GP 2013 Highlights » Fixed Assets » SmartList Tips » GPUG Collaborate » 50 Tips for Closing Month-End » What are Navigation Lists? » Electronic Banking Largest U.S. Chapter: Carolinas – approximately 100 registrants throughout 2013 Second Largest Chapter: Washington, DC – approximately 75 registrants throughout 2013

Interested in leading a chapter? We’re currently recruiting leaders for the following areas. Please contact Whitney Derks at Info@gpug.com for more information. » Alabama » Canada – Western, Central, Eastern » Florida (Northern) » New England » Pennsylvania (Central) » Pennsylvania (Northeastern) » Pennsylvania (Pittsburgh) » Pennsylvania (So. Central/Lancaster) » Virginia » Virginia (Central) » Virginia (Hampton Roads area)

6 | GPUG Magazine

Up-and-Coming Chapter: St Louis, Missouri – This is our host city for Summit 2014, and the chapter there, which launched in September, is growing quickly. The news about this chapter – and the prime content it delivers for its Members – is spreading throughout the St. Louis metro-area and contributing to its success. The chapter leaders were quick to pick up on their responsibilities and have focused on their goal of delivering a dynamic chapter meeting each quarter. New Chapters in 2014: » Baltimore, Maryland » Seattle, Washington » Detroit, Michigan Current Regional Chapter Locations: » Arizona (Phoenix) » Arizona (Tucson) » California (Northern) » California (Southern) » Carolinas » Colorado (Denver) » Florida (South) » Florida (Tampa Bay) » Georgia » Illinois (Chicago) » Indiana/Kentucky » Kansas (Kansas City) » Louisiana (New Orleans) » Maryland (Baltimore) » Michigan (Detroit) » Mid-Atlantic (Phila/DE/NJ) » Minnesota (Minneapolis/St. Paul) » Missouri (St. Louis) » New York (Upstate Albany) » New York/New Jersey » North Dakota (Fargo) » Ohio » Ontario » Oregon (Portland) » Tennessee (Nashville) » Texas (Austin) » Texas (Dallas/Ft. Worth) » Texas (Houston) » Utah » Washington (Seattle) » Washington, DC » Wisconsin

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events sessions meetings courses

The event calendar on www.gpug.com and the weekly GPUG® newsletter 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.

The Partner Connections Event

Microsoft Dynamics GP Partner Conference

OCTOBER 13-14 | ST. LOUIS, MISSOURI www.thepartnerconnectionsevent.com

NOVEMBER 10-12 | FARGO, NORTH DAKOTA Event details coming soon

GPUG Academy PreConference Training

Regional Chapter Meetings

OCTOBER 13-14 | ST. LOUIS, MISSOURI www.gpugsummit.com

GPUG Summit 2014 OCTOBER 14-17 | ST. LOUIS, MISSOURI www.gpugsummit.com

Spring 2014 | 7

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members welcome to our new members

Welcome to the new Members who have invested in GPUG® Premium membership and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire GPUG community as they share their knowledge and experiences. Please note that these organizations have given GPUG permission to share their name publicly.

Premium User Members Added Last Quarter AAA New York Adcare Alexander Lumber Co American Counseling Association American Petroleum Institute California Insurance Guarantee Association Champion Container Corporation Circa Lighting Clinicas del Camino Real, Inc. Cogent Communications Coldwell Banker First Realty Columbus Radiology Corporation Crossroads Community Church Data Dimensions Corp Data2 Corporation Dean McGee Eye Institute Distant Lands Coffee Exacta Floform Countertops Forest City Trading Group, LLC Four Little Devils Farms Inc. Gemini Industries, Inc. Goodwill Industries of North Louisiana, Inc Graystone Ophthalmology Associates PA Haynes Mechanical Systems Inc Hunt Brothers Pizza, LLC

HyLife Ltd. International Center for Alcohol Policies (ICAP) Maryland Health and Higher Educational Facilities Authority Mid Hudson Cable Murata Machinery USA, Inc. National Association for the Education of Young Children National Material L.P. Nationwide Energy Partners NTIC Optus, Inc. Orange Barrel Media LLC PHC Holding Group, LLC ProSolutions, Inc. Quality Distribution, Inc. S&M Moving Systems S. Corlauzzo Co Inc Sagicor Life Insurance Company Saskatchewan Blue Cross Smith Engineering The American Ceramic Society Thruway Fasteners TNT Crane & Rigging Winnipeg Convention Centre

Premium Partner Members Added Last Quarter KnowledgeLake WatServ

8 | GPUG Magazine

Meet one of our newest Premium Members... National Material LP National Material LP is an Elk Grove Village, Illinoisbased multinational diversiﬁed holding company. National Material ﬁrst started in the metal processing business during the 1960s and soon developed into a billion dollar, vertically-integrated company in the steel sector, with additional holdings in raw materials, stainless, high-performance alloys, aluminum, and manufacturing.

“With upgrading to a Premium membership, we are able to take advantage of more benefits such as training discounts and Premium-only webinars and events by paying a reasonable membership fee.” “Microsoft Dynamics GP is our core financial system, and our goal is to develop more and more subject matter experts on Microsoft Dynamics GP knowledge,” says Sandy Li, director of financial planning and analysis for National Material. “We have found that GPUG is an informative, educational, and collaborative community; however, with upgrading to a Premium membership, we are able to take advantage of more benefits such as training discounts and Premium-only webinars and events by paying a reasonable membership fee.” GPUG

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leaders mee t your gpug le aders

GPUG welcomes two new members to the Board of Advisors!

lease join us in extending a warm and grateful welcome to Aaron Back and Rick Zich, who joined the GPUG® Board of Advisors in December. Each year GPUG seeks new board members to serve as the “eyes and ears” for the community and work with the GPUG team to ensure we’re delivering fantastic content and

resources for you. After nominations are received, candidates are reviewed by the existing board and selected individuals are asked to join the Board of Advisors. Both gentlemen have great ideas and energy and we’re so glad they’re willing to share this with GPUG and its membership. Read on for more information about Aaron and Rick.

Aaron Back COMPANY The Gorilla Glue Company TITLE information technology systems administrator EMAIL Aaronback @gorillaglue.com

What made you decide to become a GPUG® board member? I did it to help continue the GPUG vision, help with GPUG direction and decisions, be a part of a great organization, and, ultimately, get the message out to Microsoft Dynamics GP Users that GPUG exists and can provide great learning and resource opportunities. What is your vision for GPUG? My vision is to see continued growth in Members, continued education of Microsoft Dynamics GP Users, and more online/oﬄine tools for Users to access to grow or enhance their knowledge.

Rick Zich COMPANY Coopers DIY Beer TITLE VP operations EMAIL Rickz@mrbeer.com

What made you decide to become a GPUG board member? There were many things that I wanted to bring to my local chapter that I felt could help. When I was approached to be on the board, I saw an opportunity to take those ideas to the top and ﬂush them out with other board members. On a more personal note, when I see something of value, I go after it and want to participate. This is one of those things. It has value, and every month it is actively creating additional value for the GPUG community. I am honored to be a part of it. What is your vision for GPUG? There is not one single vision for GPUG. Every quarter we have ideas and questions that are addressed by all board members. My “vision” includes the great ideas of the group, ultimately creating a uniﬁed vision.

Spring 2014 | 9

topic on

What Keeps You Up at Night? Oftentimes during a GPUG® meeting you will hear, “What keeps you up at night?”. It’s a phrase we like to kick oﬀ discussions with as a group. The meaning of GPUG is to help, help fellow peers learn and network to understand they are not alone and to get answers. This article outlines responses we received when we asked our membership that same question: What keeps you up at night? We then asked a group of subject matter experts for their advice on the challenges. We hope the following suggestions help you sleep better!

Keeping You Up:

Rest Easy Easy Advice: Advice:

Leaving Microsoft FRx

Write up goals as if you are starting over; document your must-haves. Pool talent of your staff, do you have SQL talent, etc. Research available replacements. Ask fellow peers for advice on GPUG Collaborate. Attend Special Interest Group (SIG) sessions/watch recordings. gpug.com > Member Resources > Microsoft Dynamics GP 2013 Resources. Begin to graph out points you ﬁnd on options; know where must-haves are covered. Consider ROI.

Migration to Management Reporter 2012

Leverage the Microsoft FRx migration tool. Evaluate reports that are most important and put a plan together on what should migrate to MR; make plans for dropping unused reports; research the leveraging of other tools to make reporting easier.

Bringing In or Improving Business Intelligence

Start by using Microsoft Excel and record what you think you want to track. From there, tweak and come up with a proven list of reports. Consider leveraging Business Analyzer, and use the dashboards provided. Once you know what you want to monitor, use these tools or consider a third party who specializes in this. NOTE: Start with what already exists and let it evolve. Understand that true BI will be constantly changing, so do not wait until it’s perfect to use.

Gaining More from Your Microsoft Dynamics GP Investment

Average User is only using 30 percent of what Microsoft Dynamics GP offers. First consider doing a “wellness check” with your Partner. Leverage educational offers available such as webinars, 50 tips, books on Microsoft Dynamics GP, etc. Then conduct internal education through lunch and learns or quick sessions. Start with one new process a month and go from there. Soon new processes will become habit for everyone. You will soon gain a better ROI on your investment and processes will improve.

Having Accurate Information to Work With

Conduct a process review with your staff. Understand if they are doing processes as planned; improve where you can. If you don’t process data correctly, your reporting will not be accurate. Have employees understand the importance of what they are doing as it pertains to reporting and then ultimately to business decisions.

Being Efﬁcient and Automating Processes

To automate, ﬁrst have manual processes well-deﬁned and documented. Perfect them and then begin to automate them. Consider setting up Business Alerts. Schedule reports that help with checkpoints of how work is being done. Do process reviews annually with your Partner or during changes in operations.

Upgrading

Staying on a supported version is far too important to ignore. Set up a documented plan to plan and execute from. Leverage tools and checklists offered by Microsoft: http://community.dynamics.com/gp/b/dynamicsgp/ archive/2013/03/28 upgrade-planning-let-s-get-started.aspx; RSS Feed the Upgrade blog series:https:// community.dynamics.com/gp/b/dynamicsgp/archive/2013/03/25/microsoft-dynamics-gp-2013-upgradeblog-series-schedule.aspx; Understand third-party products’ status on versions, method, and document. Set up a test environment to not only test, but also for Users to leverage/learn before going live.

10 | GPUG Magazine

Top Recommended “Help You Sleep at Night” Resources: » GPUG: Webinars/recordings, GPUG Collaborate, GPUG Summit, Regional Chapters, and www.gpug. com. » Your Partner is always there to guide and educate you, with experience and knowledge of your organization and set up. » Microsoft Dynamics GP Blogs – There are RSS feeds of many of the most popular blogs (listed on www. gpug.com>Member Resources > Bloggers Corner). » The LIST (found in GPUG Magazine) lists third-party solutions.

Keeping You Up:

Rest Easy Easy Advice: Advice:

Third-Party Solutions

Research products’ stability and integration. Ask for references; you need to know the number of installations. Understand if customizations are needed and what the upgrade path will mean. Understand implementation plans, training, and support practices.

Leveraging Devices

Consider moving to Web client. When considering third-party apps, ask for their roadmap and strategies for devices. Have a BI strategy and process in place before you implement devices.

Month-/Year-End Processing

Make a strategic decision on when you need to close month- and year-end. Then work backwards on a scheduled plan. Consider Accolade Publications’ book on year-end (www.accoladepublications.com). Take GPUG Academy course on best practices. Review past GPUG webinar recordings.

The Unknown

Keep dialed into GPUG Collaborate for what topics are hot. Sign up for blog postings (GPUG Bloggers Corner, www.gpug.com/member-resources/bloggerscorner/). Set up a test system so that you have a playground to try things. Set up a calendar on taking time to learn. Attend meetings and conferences to hear from peers. Read books on Microsoft Dynamics GP. Once you uncover new processes, plan on how and when you share with other Users. Make learning a planned practice.

Internal Controls and Security

Attend the new Security SIG. Schedule regular internal audits to check on policies and procedures. Ask Users to do tests on other processes to see if they can break things in the test environment.

Changes are Happening So Fast and Often

Schedule time to review service pack and roadmap information. Add http://Connect.Microsoft.com to Users’ desktops so that they contribute updates/suggestions themselves. Make it someone’s role to own updates so that they will understand what is happening and when. Consider the ROI on projects before you move. If possible, train internal staff to do upgrades instead of relying on your Partner.

Integration

Attend or watch recordings of the GPUG Integration Showcase Series to understand tools available. Hire talent to do and manage integrations. A good database administrator is key in having solutions work well together. When considering third-party solutions, know what their plans are for upgrading/tools/training when it comes to Microsoft Dynamics GP. GPUG

Spring 2014 | 11

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user member showcase

Microsoft Technology and GPUG: A Winning Combination that Sticks

COMPANY: The Gorilla Glue Company HEADQUARTERS: Cincinnati, Ohio INTERVIEWEE: Aaron Back EMAIL: Aaronback@gorillaglue.com WEBSITE: www.gorillatough.com YEAR ESTABLISHED: 1999

aron Back’s agenda for the year ahead makes a couple of things abundantly clear. He’s passionate about growth. And he’s confident that Microsoft technology – specifically, Microsoft Dynamics technology – is the way to make it happen. Aaron is IT systems administrator for The Gorilla Glue Company, which for more than a decade has been selling glue first discovered in Indonesia. From its four-building headquarters in Cincinnati, Ohio, the company offers Gorilla Glue, Gorilla Tape, Gorilla Super Glue, Gorilla Wood Glue, and Gorilla Epoxy. The glue products are sold at many large retail chains as well as independent hardware stores. The company also sells skin creams developed specifically for people with extremely dry skin through O’Keeffe’s Company (www.okeeffescompany.com), part of The Gorilla Glue Company. “We started out with a focus on sales and marketing, getting the products out and creating brand recognition,” Aaron says. “Slowly we’ve evolved into manufacturing right here in Cincinnati.”

The Year Ahead NUMBER OF EMPLOYEES: 165 MICROSOFT DYNAMICS GP USER SINCE: 2000 NUMBER OF USERS: 55 GPUG® MEMBER SINCE: 2013

12 | GPUG Magazine

Tying the separate units and functionality together is a powerful lineup of Microsoft technologies, each of which Aaron plans to amplify this year. The upgrade to Microsoft Dynamics GP 2013 is slated for Q1. “We’re going to add a robust warehouse management solution,” Aaron says. “Our goal is to streamline the pick, pack, and ship process – picking the inventory from the shelves, packing it, and then shipping it out the door.” Currently, Gorilla uses the solution for both core ﬁnancials and manufacturing, which includes inventory, purchasing, and anything related to the supply chain. An add-on for EDI handles order submission for many of the company’s larger customers and then automates the importing of related data into Microsoft Dynamics GP.

The benefits, Aaron says, are considerable. “Microsoft Dynamics GP helps us streamline throughout the financials,” he says. “The EDI capability alone saves us from having to handkey thousands of orders. We’re also able to automatically invoice many of our orders, which saves a lot of time.” To maximize the value of the IT investment, Aaron works closely with Socius (www.socius1. com), a Microsoft Gold Partner. In fact, Aaron says the ease of customization is one of Microsoft Dynamics GP’s chief benefits. “Since each company is unique, the ISVs are key to addressing specific needs,” he says. “We rely on ISVs for help with our operations, including the supply chain, purchasing, and planning.” In addition to the Microsoft Dynamics GP upgrade, Aaron plans to have Microsoft Dynamics CRM up and running by Q3. “I’ve had a wonderful experience with it in the past,” he says, “and I like its ease of use, greater flexibility for customizations, and its tight integration with both Microsoft Dynamics GP and Office.” He also plans to tighten the link between Microsoft Dynamics CRM and Microsoft Dynamics GP, expand to use the full Microsoft Office 365 suite, and move toward a single sign-on.

A Positive Influence As the person responsible for any and all enterprise-level apps and add-ons, a bit of apprehension might seem in order. But Aaron says he’s more than ready: In addition to his own technological expertise and the support of Socius, he says the value of GPUG is nearly limitless. Last year, Aaron joined the national board and became chairman of the Ohio Chapter, but his GPUG roots run back to when he was a basic User. “I saw the value of Users helping Users because I’d received a lot of help myself,” he says. “I was really pleased to see ordinary folks helping each other on the GPUG forums, sessions at the annual Microsoft Convergence event, and one-on-one through networking opportunities.” In addition to answering questions, Aaron enjoys connecting people with those who can answer their questions and sharing his experience via Special Interest Groups (SIGs) and GPUG Collaborate, where he’s posted SQL code for scripts for functions such as pulling information from the Microsoft Dynamics GP database or starting a SmartList. Aaron doesn’t believe that a lack of time is a good excuse for not getting involved. “People often only understand bits and pieces of Microsoft Dynamics GP, just enough to get through the day,” he says. “The technology can save a lot of time, but you have to learn about it. That’s where GPUG comes in.” Whether participation happens at chapter events, online activities, or national gatherings, Aaron says that a relatively small investment of time can yield large rewards in terms of technical knowledge and industry trends. For Aaron, though, there’s yet another benefit: He likes helping people learn. “I find it rewarding to know that I’ve been a positive influence,” he says. GPUG

If you’d like to help Aaron feel rewarded by learning from him, register for one of his upcoming webinars: Visit www.gpug.com, click on the Member Resources menu, and from there click on Special Interest Groups.

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Spring 2014 | 13

feature

14 | GPUG Magazine

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DESIGNING AN EFFECTIVE CHART OF ACCOUNTS story by Leslie Vail | illustration by Seth Rexilius

poorly designed account structure can put your system, even your company, in jeopardy. For sure, it will put your job in jeopardy! Planning is the key to everything; the COA (chart of accounts) is no different. Recognize that creating a COA is not only one of the first things you need to do when setting up your system, but it is also one of the most critical. “…Begin with the end in mind...” Probably the best advice you could heed when designing your COA is to follow the advice of Stephen Covey from “The Seven Habits of Highly Effective People”. Don’t just forge ahead and use whatever format that was used in the past. Now is your opportunity to design an account format that really works for your company. To help with the decision, be sure to involve the consumers of the reports from your new system. Don’t forget about the IRS and other regulatory agencies; they need reports, too. There is no such thing as a “standard” chart of accounts. Not all companies need the same accounts. An accounting firm needs to record income from accounting and tax services; a distributor doesn’t need those accounts, but probably needs more detail about shipping charges and landed costs. Ask questions; be sure you understand the metrics that management uses to evaluate the company’s performance. Find out what information they need (or wish they could have) to make business decisions. Don’t go this alone; your new COA should involve input from everyone who will be analyzing these numbers. Make sure you are able to capture information required by banks, audit firms, stockholders, and regulatory and governmental agencies, as well as management. Understand how management assesses the performance of your company’s responsibility centers so that you can provide better information on budgets and results. Most companies err on the side of having an account format that is too small. Don’t make that mistake. Use the number of segments you need to separate the departments, cost centers, locations, etc. Remember, it’s a lot easier to combine segments later than to separate them. Under no circumstances should you use a single segment to represent two things. For instance, don’t use the first two characters of the main account to mean department for expense accounts and product type for income accounts. This is not a good plan; it’s a nightmare when it comes to reporting. Additionally, the same main account should be used across departments to represent the same thing. For example, department 40 shouldn’t have 405000 as the main account for travel expense and department 50 have 502000 as the main account for travel expense. In this example, the department should be a segment and the main account for travel expense should be the same for each department. In our example, the accounts would look more like 40-65000 for one department and 50-65000 for the other one. If you think you need to structure your accounts in such a way that doesn’t conform to the previous example, you are likely missing a segment. Another common mistake is creating too many accounts. Don’t run your business from the general ledger. The subsidiary modules are there to track the detail. You don’t need a general ledger income account for each one of your products; you can get product sales information from Sales Order Processing or Invoicing. Projects should be managed using some kind of project accounting system, NOT using a segment in the COA. If your projects are small and shortlived, consider using Multi-Dimensional Analysis or Analytical Accounting instead of a full-blown project cost system. Strive to keep your chart clean while still providing enough detail to generate robust financial statements. Start your design by gathering management and regulatory reports, and then work backward to create an account structure that can produce those reports. Look for the spreadsheets people update every month and endeavor to eliminate them. Microsoft Excel is a powerful analytical tool, but it should never be used to produce data that ought to be available from your accounting system. Instead, design a system that can produce those spreadsheets. Let your accounting team Spring 2014 | 15

spend their time creating analysis tools, not creating the data they are trying to analyze. Here’s an example. My fictional company operates in six regions that are broken down into four areas. Each area has an area manager who is responsible for that area’s performance. There are several departments within each region, and four distinct product lines, each with a product line manager. How many segments should make up the chart of accounts? While there is no “right” answer for every situation, this would be a good place to start: » Region » Area » Department » Main Account Information about product line can be retrieved from subsidiary modules such as Inventory or Sales Order Processing. Notice there is no segment for “sub account”. There should never be a sub account; either your main account isn’t long enough or you need another segment. Both Management Reporter and Microsoft FRx were designed for an account structure with a single main (also called “natural”) account and no sub account. You will do yourself a huge disservice if you create a so-called sub account. What about the length of the account? There are a couple of things to keep in mind regarding the length of the account number. As far as individual segments are concerned, the main account should never be four characters long. Trust me, you will run out of account numbers down the road. Consider, if you set it at four characters, you really only have three. The first character is nearly always used for the kind of account: “1” for assets, “2” for liabilities, “3” for equity, and so on. While you might not think of it at the get-go, you’ll soon realize that you really only have three characters for your main segment. The physical size of the entire account number field also needs consideration. The Microsoft Dynamics GP “account” field will only display about 27 numeric characters. If your account number is longer than that, the entire account number will not display in the account number field on the window. To overcome this display limitation, Microsoft Dynamics GP provides horizontal scroll arrows so that you can scroll left to right in order to see the whole account number. You can activate these scroll bars on the User Preferences window where indicated below:

Alternatively, you can widen the account number field on each window using the Modifier tool. Neither is a fun solution, but they are available. Another thing to keep in mind is that the account number is an alphanumeric field; you can use both letters and numbers.

16 | GPUG Magazine

Letters make it easier to read but much harder to key. If you need letters, consider creating numeric account aliases so that you can key more quickly. In addition, letters can be wider than numbers. If you find that your letters are being cut off, go into the Account Format Setup window and change the Display Width of the segment. You can choose from three different widths, depending on the widest letter in your account segment. The Account Format Setup window is shown below with the Display Width field marked:

Four different widths are available, Standard, Expansion 1, Expansion 2 and Expansion 3. Below are the suggested widths for the characters you might use in your COA. » Standard - 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, F, I, J, L, T, and Z » Expansion 1 - A, B, E, K, P, S, V, X, and Y » Expansion 2 - C, D, G, H, M, N, O, Q, R and U » Expansion 3 - W Even after all of your careful analysis, the chart of accounts will continue to evolve. Don’t forget to give yourself some room for growth. It’s likely not to be perfect the first time. With the aid of the Professional Services Tools Library (PSTL), you can always combine accounts if you have too many; it is much harder to split one apart if you have too few. Like most things in life, it’s a balancing act. You need to collect at least the following information to create your chart of accounts in the system: » Listing of account categories » The overall length of the account » The number of segments » The length of each segment » The order in which to list the segments » The account numbering scheme » Listing of posting accounts » Listing of statistical (unit) accounts » Listing of fixed allocation accounts » Listing of variable allocation accounts I hope this helps you in your mission to design a good chart of accounts for your company that will serve you for years to come. GPUG Leslie Vail is the principal of ASCI, Inc., a consulting firm located in Dallas, Texas. She has been named a Microsoft Most Valuable Professional (MVP) since 2007. She can be reached at Leslievail@ earthlink.net or 972-814-8550.

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SmartList Designer: Using the NEW FREE Tool from Microsoft Dynamics GP 2013 (Service Pack 2) by Abra Gilman and Steve Nevelle lthough we would be the ďŹ rst to admit that this product could use some additional features, there are some nice things you can do quickly that standard Microsoft Dynamics GP SmartList canâ&#x20AC;&#x2122;t do. Here are some tips from our ďŹ rst few attempts at rolling this out at Customer sites: Â

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TIP #1 â&#x20AC;&#x201C; Create Your SmartList in the Correct Series To create a SmartList in the Designer, your cursor can be sitting on a SmartList in Microsoft Dynamics GP. As you choose to create a NEW SmartList in Designer, it will default the details from the module you are sitting on.Â Therefore, if you are sitting on Purchasing but want to create a Fixed Assets SmartList, it would default the incorrect info for you at the top of the screen (see window).Â

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By changing the Series in the SmartList Designer screen, the SmartList will now show in the correct area.

If you were to leave the defaulted details as shown, the new SmartList would be listed under Purchasing instead of Fixed Assets (see top of next column).

18 | GPUG Magazine

TIP #2 â&#x20AC;&#x201C; Use SmartList Designer to Show 1099 Box

TIP #3 â&#x20AC;&#x201C; When Using Multiple Tables, Limit the â&#x20AC;&#x153;Joinâ&#x20AC;? Statement

A GREAT feature available in SmartList Designer is the option to list the 1099 Box Number information within the SmartList.Â In the standard SmartList screen, the Box Number ďŹ elds are not available in vendor SmartLists.Â So, if I want to know if a vendor has the 1099 amounts going to the correct box, I can easily do this within SmartList Designer! *The 1099 Box is not available within SmartList â&#x20AC;&#x201C; even though the ďŹ eld is within the primary Vendor Maintenance table:

This one is a bit more technical, and is simply a warning to the limits within SmartList Designer. If there are several tables needed for the information requested in SmartList, there is a limit of 32K for the select statement that selects the speciďŹ c records and tables. The key â&#x20AC;&#x153;tipâ&#x20AC;? here is to select only speciďŹ c ďŹ elds within a â&#x20AC;&#x153;joinedâ&#x20AC;? table, and not the entire table. This way only the selected ďŹ elds will be in the SQL â&#x20AC;&#x153;joinâ&#x20AC;? statement. If you create a SmartList and it doesnâ&#x20AC;&#x2122;t seem to show any results when you hit the â&#x20AC;&#x153;executeâ&#x20AC;? button in Designer, then just go to the â&#x20AC;&#x153;T-SQL Queryâ&#x20AC;? tab at the bottom of the screen. This will show you the full Query the SmartList is attempting to use. In our example, weâ&#x20AC;&#x2122;ve only added ďŹ ve ďŹ elds from the Vendor Maintenance Table, so it will ďŹ t within the 32K limit, but if we had selected several tables and ďŹ elds, it would not have been under the 32K limit.

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The 1099 Box Number ďŹ eld IS available to display within SmartList Designer!

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You can add more ďŹ elds, as long as the SQL remains below the 32K limit. That becomes a mostly trial-and-error process, as there is no current documentation on the SmartList Designer table join feature.

Try Out SmartList Designer Yourself! To test out SmartList Designer, just be sure you are using Microsoft Dynamics GP 2013 Service Pack 2 or higher, select the â&#x20AC;&#x153;Newâ&#x20AC;? button in the left-hand corner of SmartList, and practice modifying it for your needs! In summary, we are thrilled that there is a FREE tool available for Microsoft Dynamics GP Customers that allows them to modify SmartLists deeper than the core product originally oďŹ&#x20AC;ered. We are anticipating that new features and documentation will follow to allow even more ďŹ&#x201A;exibility in using the module! GPUG Abra Gilman and Steve Nevelle are senior consultants at Collins Computing. They can be reached at Agilman@collinscomputing.com, Snevelle@collinscomputing.com, or 949-484-4132. Spring 2014 | 19

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TOP COLLABORATE DISCUSSIONS

onversations are always ﬂying on GPUG® Collaborate, and we thought it would be fun to look back at some of the top discussions from last quarter. If you’d like more information on any of these topics, log on to GPUG Collaborate (http://community.gpug.com) to read the full conversation.

Has Anyone Implemented a Paperless A/P System with Microsoft Dynamics GP? 18 Replies Hi, Has anyone in the community implemented a paperless A/P system with Microsoft Dynamics GP? We are looking to streamline the approval process and get rid of the mounds of paper invoices. If you have gone paperless, have you had any issues with auditors requesting real invoices instead of paper? Thanks!!! Kate Lucas Stump | controller | TQL

decision-making process. Would love to hear from Users the pros and cons that you have experienced. Martha Lanpher | PROSOCO

Microsoft Dynamics GP 7.5 Install Disks 13 Replies I need to upgrade a client from Microsoft Dynamics 6.0 on Pervasive, and I need to locate the 7.5 install disks for both P-SQL and SQL. I have everything else I need for conversions from P-SQL, but I’m missing the actual installations. Does anybody know where I could locate these? Dan Abernathy | managing director | Manufacturing Resource Partners

Management Reporter Consolidated Reporting

17 Replies Hello All, Does anyone currently use any products for time tracking for both Project Accounting and Manufacturing for Microsoft Dynamics GP? We are currently on 2013 and looking to potentially replace our current custom solution. Thanks. Rick Heinrichs | sr. IT analyst | Liburdi Engineering Limited

12 Replies In Management Reporter, I am setting up a report to consolidate eight companies. I have created a Reporting Tree with @ANY in row one and the eight companies in Rows 2-9. In the Column Definition, on the Reporting Unit Line, I have a separate column for each of the eight companies and have linked each to the Unit (Company) from the Report Tree definition. Data returns for three of the eight companies only. A similar report definition in Microsoft FRx pulled data for all eight companies. Any ideas on why some companies are not pulling data when running the report in Management Reporter? Susan Hales | GL accountant | Suncoast Hospice

Microsoft Dynamics GP Excel Paste

Reoccurring Sales Invoices

15 Replies Has anyone had experience setting this up? Do the DLL ﬁles need to be copied on Users’ local computers (we have local copies of Microsoft Dynamics installed)? What happens after the DLLs are installed? It looks like there is some additional complicated set-up within Microsoft Dynamics itself. Any help would be great so we can start using this add-in. Thanks, Jennifer Pugh | director of ﬁnance & controller Florida Community Health Centers, Inc

12 Replies We have a series of invoices that occur each month with no change to anything. Does anyone know if we can do a reoccurring sales batch or any other ideas to eliminate the duplication? I know you can copy invoices, but that is still more work than we’d like it to be. Terri-Lynne Hlady | Cando Contracting Ltd

Looking for Time Entry - Project Accounting and Manufacturing

Automated/Integrated Expense Reporting System 13 Replies We are planning to implement an expense reporting system for our sales force to enter and document their expenses, mostly credit card expenses. Are any of you using such a system that you would recommend? I am currently looking at two of them and would like to consider at least a third viable source before moving forward in the

Deleting Accounts in Microsoft Dynamics GP 11 Replies It is my understanding that if an account has any activity in it, that it cannot be deleted. Is this correct? What if an account has no activity in the current year but had activity in a previous year. Can it be deleted? Do the answers for the above questions change if the deletion is done by a “mass deletion” out in a SQL database (not sure if I am using the correct technical terms in this sentence, so feel free to correct me)? Thanks in advance! Gregg Gillaspy, CPA, CFP | director of ﬁnancial planning & analysis | Compass Healthcare GPUG Spring 2014 | 21

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

member in action Working on the Back End of a

LARGER PURPOSE

I COMPANY: National Youth Advocate Program HEADQUARTERS: Columbus, Ohio INTERVIEWEE: Richard Hartigan EMAIL: Rhartigan@nyap.org WEBSITE: www.nyap.org YEAR ESTABLISHED: 1978 NUMBER OF EMPLOYEES: 550 MICROSOFT DYNAMICS GP USER SINCE: 1993

n 2012, Richard Hartigan attended his first GPUG Summit. While there, he asked Kim Peterson, the director of GPUG, if there happened to be a chapter near the headquarters of the National Youth Advocate Program (NYAP, www.nyap.org), where he works as senior accountant. Her response, Richard says, was to congratulate him on being the first Member of the Ohio Chapter. While he laughs at the memory, he didn’t shy away from the challenge: The GPUG Ohio Chapter is now holding quarterly meetings that this year will move away from the Columbus area – where NYAP is headquartered – and be held in locations across the state. In fact, doing his part to address big challenges is a fact of daily life (literally) for Richard, who joined NYAP eight years ago and currently oversees the organization’s small accounting staff and administers Microsoft Dynamics GP, a technology he’s been working with since 1996. “Without the work that people at NYAP do, a lot of the kids we serve would be lost,” he says. “They’d be in institutions instead of caring homes. In accounting, we’re in the back end, so we usually only see the numbers part. But we’re all aware of the purpose the organization serves. It’s one of the main reasons we work here.” While NYAP offers a broad range of programs and services, the agency is best known for placing youth in foster homes. “We advocate for the youth,” Richard says, “doing whatever we can to ultimately unite them with their families.” Unfortunately, that’s a mission that often takes a while: Circumstances dictate that many youth spend time in foster homes. Across the six states it serves, NYAP matches those youth with the most suitable homes available, which requires the organization to contract with hundreds of agencies across those six states. “Everyone wants us to report the same basic information, but some places want it in just a slightly different format. Microsoft Dynamics GP helps with that.” Keeping it all organized is no small job. With approximately 1,000 foster parents, Richard estimates that NYAP serves about 2,700 foster kids per month. “When the agency started in 1978, there were a lot of kids in prison because there wasn’t any place else that could handle them,” he says, adding that a lot of the youth have behavioral issues ranging from starting fires to having an established track record as a sex offender or gang member. “Our goal was and is to offer an alternative with good role models.” Providing that alternative requires a network of homes. “We’re looking for foster parents who have a whole lot of love,” says Richard. “We recruit or they come to us.” The foster parents are required to go through more training than biological parents are; they take courses, either at one of NYAP’s 30 offices or online, on relevant issues. They also stay up to date on things such as CPR and first aid. Foster care is the service NYAP is most known for, but the organization offers much more. A 24-hour service reception for social service agencies is often called on to provide temporary shelter

NUMBER OF USERS: 12 GPUG® MEMBER SINCE: 2011

NATIONAL YOUTH ADVOCATE PROGRAM Caring for People ~ Connecting Communities ~ Promoting Peace

22 | GPUG Magazine

for youth in crisis situations. â&#x20AC;&#x153;If the parents have been arrested, for example, or the kid has acted out in some way, we help match the circumstances of the child with the foster parent who is willing to take a child under those circumstances,â&#x20AC;? Richard says. â&#x20AC;&#x153;The goal is to keep youth from spending the night in jail.â&#x20AC;? And, when absolutely necessary, NYAP does oďŹ&#x20AC;er care in emergency shelters and, in the state of Ohio, in group homes. â&#x20AC;&#x153;We strongly prefer that children be placed in foster homes, but there are some cases where that is simply not possible,â&#x20AC;? he says. â&#x20AC;&#x153;In crisis situations, we provide contracted care management by partnering with county agencies.â&#x20AC;? On the preventative end of the spectrum is another oďŹ&#x20AC;ering, Constant and Never Ending Improvement, or CANEI. Itâ&#x20AC;&#x2122;s a 26week program that Richard describes as â&#x20AC;&#x153;intensive, home-based, and group-based. It tries to alter the youthâ&#x20AC;&#x2122;s paradigm of violence. The facilitators are people who will not give up. They stay on the kidâ&#x20AC;&#x2122;s tail, helping create a sense of responsibility. Itâ&#x20AC;&#x2122;s been in existence for more than a decade and has a great track record.â&#x20AC;? So far, Richard thinks GPUG has a great track record as well. â&#x20AC;&#x153;Iâ&#x20AC;&#x2122;d been working with Microsoft Dynamics GP for years before I got involved,â&#x20AC;? he says. â&#x20AC;&#x153;I became a premium Member, and when I went to GPUG Summit in 2012, I was blown away by all the training that was available.â&#x20AC;? Richard says his favorite part of the group, however, is the sense of community it fosters. â&#x20AC;&#x153;At Summit I was able to talk to 550 people just like me, people who can help me with things Iâ&#x20AC;&#x2122;ve stumbled on or had problems with, like SSRS,â&#x20AC;? he says. â&#x20AC;&#x153;Itâ&#x20AC;&#x2122;s very valuable to meet others who are experiencing similar challenges.â&#x20AC;? GPUG

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feature THE ONLY PERSON WHO LIKES CHANGE IS A

WET BABY by Mark Rhodes

t the past two GPUG® Summits, I’ve presented a session titled “Microsoft Dynamics GP User Adoption – Myth or Reality?”. I review two case studies and ask the audience to cast their votes regarding the success of the projects as we examine the key elements that can make or break the opportunity for successful User adoption. Typically, after we’ve covered the second of six elements, the entire audience has settled on which project was successful and which was not. Maybe I’m providing unintended visual cues during my presentation (I think the unsuccessful project still causes a small nervous facial tick), but I believe that when we can view a change to the organization from an unbiased viewpoint coupled with a simple evaluation model, it’s crystal clear what “good” change and good outcomes look like. Don’t get me wrong – I’m not saying organizational change is simple. At its core, change is about humans and human behavior, which are incredibly complex and unpredictable subjects. And if you take nothing else away from this article, remember that point: while models and tools are helpful, navigating change is about how your human teammates bring to bear their history, current state, attitudes, beliefs, and behaviors in the workplace. To address this infinite variability, the first model I present in the session is the “Cycle of Change”. I picked this up some 15 years ago while consulting for a Big 5 accounting firm. I believe its origins stem from psychological research and the Hopson, et al Transition Cycle in the early 1970s. There are a number of variations of this model available online, and I’ve re-drawn it here to simplify the discussion. While it is a deceptively simple model, it is immensely powerful in concept and in its adaptability to any change context, especially because you can so easily apply it to your individual teammate:

24 | GPUG Magazine

Deceptively simple, right? As you see, it’s made up of four phases, with a key decision point occurring in Phase 3 regarding the individual’s commitment to the change. While you can use a variation of this model to just about any change in your organization, let’s apply this to “Bob”, an end User in your organization, as you are readying for an upgrade to Microsoft Dynamics GP 2013. In Phase 1, Bob has heard about the impending upgrade and some “neat” features that the new version will include. Being an uninformed optimist, Bob realizes there will be some changes, but likely it will be fine; he is more apt to focus on the stack of work on his desk and the emails in his inbox. As time unfolds, Bob hears a bit more about some potential downtime, a new add-on, some changes in reports, and a new bonus structure intended to drive more process efficiency. WIFM (what’s in it for me?) knocks at Bob’s door, and he begins to get skeptical, concerned, and inquisitive. Is this upgrade necessary? How much is this costing us? Has management thought about this bonus structure correctly? Bob has some fantastic SmartLists built; are these going to be ported over? Bob is sliding into Phase 2. This is a dangerous phase. But, at the same time, Phase 2 is a necessary and vital phase for Bob and your other teammates to flush out their concerns. If you, as the project manager, don’t solicit the concerns from your team, do you think they’re ever truly going to be “on board” with the new system? The complaints will go away and people will adjust, but if you believe that commitment is linked to productivity, don’t fret about this phase nor rush through it. Embrace it; spend time listening, understand and address the concerns,

and don’t sugarcoat that Oz is waiting for us at the end of this upgrade. If you approach this portion of the project holistically and positively, Bob and the team will adopt the change, generate ideas, and promote the project to others. As you may have guessed, if you close down Bob’s input and discredit his concerns and potential issues, Bob can easily slip further into Phase 3 and enter the red zone, which you’ll note is a dead-end. You likely know someone who has done this, and you know that it took a while for them to recover, if they were able. That’s a key point here: For someone who has “checked out” of the project, they are unable to mentally and emotionally simply jump back onto the upward portion of the curve. Before they can get back on track, they will have to move back along the line and rejoin the main curve by specifically addressing the issues that caused them to check out. Only by undoing those actions can they start moving up the line to Phase 4. I’m sure you know what Phase 4 looks like – light bulbs are going off, unexpected benefits are being realized from the new version, and increased productivity is being realized. Note that on purpose the line ends higher than where it started, and it is continuing upward. Just make sure that you don’t lose focus and allow Bob to slip backwards with new wrinkles or issues not envisioned before. As I emphasized, I think the beauty in this model is its adaptability. It is critical to think of the change from Bob’s point of view, not yours. Bob may be a new, energetic employee. His curve will be flatter, as he doesn’t have much history to know what the potential issues are and the reasons to not do this upgrade. Maybe Bob has used Microsoft Dynamics GP 2013 before and can’t wait to leverage the functional enhancements here. His curve would be shorter from beginning to end; he already can envision the benefits forthcoming. If Bob is out in the field and hardly ever touches Microsoft Dynamics GP, he will move through the cycle much more quickly than “Fred” in financial services. If Bob has been on your core team from the very beginning, when you brought your key stakeholders together to evaluate Microsoft Dynamics GP 2013 and provided the business case for upgrading to management, Bob is always going to be further along in the cycle than the rest of your end Users. (This is a key gotcha. Management, having made a financial decision, will always be ahead of the Users in their adoption. You must remind them that the rest of the

company has to be brought along, so be patient). I’m not saying you should plot every stakeholder on this cycle, but use it to evaluate the likely involvement and support from your key stakeholders, and leverage it when you’re struggling with a teammate who appears to be resisting the project. And for key activities, make sure you think about where Bob and his teammates are at in the cycle. Are you asking for their input on potential issues when they’ve just heard about the project? Are you trying to conduct end User training before they’ve had the opportunity to voice their concerns? Are you expecting immediate results after go-live when you have some key members in the red zone? Referring to the cycle model throughout will pull you out of the details of new integration points and remind you to think about the opportunity that lies ahead. Remember, software is only a tool – humans make it work. Happy changes! GPUG Mark Rhodes is director of member value at Dynamic Communities, Inc. He can be reached at Mark.rhodes@dynamiccommunities.com or 970-460-0795.

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Spring 2014 | 25

t&t

TIPS & TRICKS

Control SSRS Background/Text Color from SQL Script by Aaron Back ver the years, I have had many challenges when creating SSRS reports. One challenge has been to create simple ways for the person running the report to have a quick visual cue regarding a specific set of data. One of the simplest methods of doing this in SSRS is to highlight the text or the background with a specific color. You may be saying, “I already do this today on my SSRS reports”, and that’s great. This example is to show a way to have higher control over the color highlighting. Now to the point I want to outline. Many people struggle with using the Report Builder or BIDS (Business Intelligence Design Studio) to do conditional formatting of the color. The simplest method I have found is to use my SQL Script to define the color highlighting. In this example, I will demonstrate how to define the color in your SQL Script and then use this color in your SSRS report for the color highlighting. Before going forward, assumptions are made that you are familiar with creating Stored Procedures and starting the process for building SSRS Reports. Here I have a simple SQL Script, using the TWO databases in the GP Sample Company and showing, by Customer, the Sales Invoices and Returns between 01/01/2015 and 12/31/2017. I have set the Returns to be a negative amount and the Invoices to be a positive amount.

Notice the column named “Color”. This is the data we will use in the report for highlighting the text or background. Now, switching over to building the report. I have created a simple report layout with the results on our SQL Script.

Now, here is the simple trick. Using the same logic for the Document Type, I deﬁned the Color for each Document Type. Here is a snippet of the returned results: 26 | GPUG Magazine

The next step is to apply the Text or Background color to the Document Type field. Select the Document Type field. On the Properties pane, select the drop-down next to the BackgroundColor property, then click the Expression option. In the Expression window, update the “Set expression for: BackgroundColor” field. By default, it has “No Color” in the field. This will need to be changed to the “Color” field from the Dataset.

Expand/Collapse Sections Another feature that I like to use to keep things simple for the User is to add an Expand/Collapse option to your data. This is a little more complex, but it’s worth the effort. Let’s start with a SQL Script. This SQL Script is just a modified version of the previous SQL Script above. I have added the Line Item Information for the Invoices and Returns. The next step is to build the report. (Again, the assumptions mentioned above are taken into account.) Here I have modified the report we used in the prior example. The modification I made was to Group the data by the Customer Number. The Details will be the Line Item Information.

So, now when I execute the report in Preview mode, you will see the ﬁeld highlighting on the Return Document Type:

Below I have a screen shot to help you with the setup of the report.

Spring 2014 | 27

t&t

TIPS & TRICKS The next part is the “trick” to help you Expand/Collapse the Line Item Information. Select the row with the Line Item Information Column Labels:

Click OK. Repeat the Row Visibility setup for the next two lines in the Line Item Information rows: one for the Details row, and one for the empty row below. The empty row below acts as a spacer between the data. Now, when I run the report, here is an example of what it looks like:

Right-click and select Row Visibility:

Notice the “+” sign to the left of the Invoice/Return number? This is the function that was just added by the above steps. When you click on the “+” sign, this will Expand/Collapse the Line Item Information.

Next, select Hide in the “When the report is initially run:” section. Then, check the checkbox for “Display can be toggled by this report item:”. Lastly, select the Report Item from the drop-down list. In this case, I want the Expand/Collapse function to happen on the SOPNumber ﬁeld.

If you have accomplished this, give yourself a pat on the back. You just added functionality to the report that seems simple to the User, but you realize the effort behind it. This gives the User the ability to drill down on specific data. BONUS: One extra advantage to this is that when you export this report to Excel, it keeps the grouping for you! The first screen shot shows the report exported to Excel. The “+” sign is located on the left. When the “+” sign is clicked, the group is expanded. GPUG

28 | GPUG Magazine

Aaron Back is an information technology systems administrator at Gorilla Glue. He can be reached at 513-619-7620 or Aaronback@ gorillaglue.com.

If you have accomplished this, give yourself a pat on the back. You just added functionality to the report that seems simple to the User, but you realize the effort behind it.

Spring 2014 | 29

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microsoft member showcase

Brian Meier

GPUG® sat down with Brian Meier, senior lead program manager, to talk about SmartList Designer, which was released with Microsoft Dynamics GP 2013

GPUG: What kind of feedback have you heard from Users? BM: Individual User feedback has been extremely positive. They like that SmartList Designer is embedded within Microsoft Dynamics GP and that you can create new SmartLists from existing SmartLists. Users also love that SmartList Designer is very similar in design to SQL Report Builder, so once they know one product, they know both. SmartList Designer was also well received by our ISV, MVP, and Partner community at the Microsoft Dynamics GP Technical Airlift this past fall. We are excited about Convergence 2014 Atlanta, as it will be our first opportunity at getting broad feedback from our Customers and Partners. GPUG: Is the product as robust as it will get or do you have new releases planned? BM: Like the rest of the Microsoft Dynamics GP product, we are continuing to explore ways to enhance our offering. As I mentioned, Convergence will be the first time we’ll show this product to the masses, so we’ll host individual research studies to gather additional User feedback to help drive new features and functionality. Because of the popularity of SmartList, I foresee this feature continuing to be a pillar in our business intelligence strategy.

SP2. The product was designed to meet Users’ needs after the eOne Solutions OEM agreement ended and offers Users the ability to create SmartLists from tables and views.

32 | GPUG Magazine

GPUG: What else is your team working on? BM: The team is focused on many areas with support for a seven-cities product roadshow in February and Convergence in March. Our main focus continues to be on ﬁnishing up the great features for the Microsoft Dynamics GP 2013 R2 release. Microsoft Dynamics GP 2013 R2 is shaping up to be another great release with such features as Procurement, Time Entry, and Workﬂow. There are 40 new features targeted in Microsoft Dynamics GP 2013 R2. Another thing you may notice is our transition to more frequent releases so instead of having one big release every two years, we’re basically dividing those features into multiple releases. The cadence is a lot faster with two releases per year. That’s something that we and our Customers are getting used to, although it’s nice because then things like

SmartList Designer can be finished and shipped rather than waiting months for a major release. We are also continuing work on our app strategy with two new apps scheduled for release this summer and further enhancement for Business Analyzer with release 6 this spring, which will enable support for Excel content, and release 7 in the fall. GPUG: You mentioned gathering feedback at Convergence. How do you process all that information after Convergence? BM: Well, I’m going to take a vacation first, like everybody else. But when we’re all back, we’ll do a post-mortem with all the people who attended to share key learnings. All that information then goes back into our planning, and we see what fits into the next release schedule, tweaking where it makes sense. We also set up separate research studies, using GPUG to recruit Users to come in and meet with us, showing them what we’re working on, asking them what’s important, seeing how they would use the features, and finding out if we’re missing anything. Another thing we try to do is reach out to the people we met at Convergence to build those relationships. Normally if somebody is spending the time and money to attend Convergence and they’re approaching us on things that are a concern or that they particularly like, they’re a wonderful contact for us. GPUG: Is there anything else you’d like to share with our readers? BM: We’ve heard for years that people are wondering if Microsoft Dynamics GP is going away. The answer is very simple: NO! It is evident from the sheer number of feature enhancements to the product that we are here for the long haul. The other piece of advice I’d like to share is to stay up to date on what is being released. Features will be released at a faster pace, so staying educated about the product is important. It is also important to begin to embrace the cloud and the many advantages that strategy will have to our product in the future. GPUG

Congratulations to Angela Lynn of Wright Family Ofﬁce, Inc. for winning the Winter 2014 Word

Academy

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

Beneﬁts in Payroll

in this issue of GPUG® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

Brian Meier

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

Chart of Accounts

S N E S C O L L A B O R C R W E T B A B Y R S T L

H A N U U O I T U L O S H N S T T N E V E G R E N

A C E M W C O M M U N I A E A C C O U N P N S T L

R A T M E E C N I N G O R I L L A G L U E E N T E

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

L E A R N I N G S A C O O H A A T N O C C M S I N

N M C B E R O I G S A R F A R R N M T S M E M C E

G Y O R N S L S C E D I A R K T E I L U T N A R S

C N M I E T U E H L E L C I P N T C S E S L R O O

O R M A L V T D A E E L C N O E W R L N R T T S L

L E U N T L E R P U M C O L L A B O R A T E L O U

L T N M S N I N T L Y P U G P R S S T L S S I R T

S P S E R E O E T G R A N A A S R O L T R R S S I

R A E I P A R T N S N H T C H T E F N S E W T R O

S H G C H A R T O F A C S A C L N T E R N E D E N

S C N E T W O R K I N G C O N T R O L S S B E I S

L L A R E S N S N N O I T U L O S E N O E I S E T

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

R N C C O M M U N I I T Y L E A R N I N N A G N I

T O V S R E T P A H C C L A N O I G E R P R N A L

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

O G I I S V C H A N G E E S N T E R Y L N R R R R

C E G O R G I L L A G L U U E S R N N R A E L B A

R R N Y T I N U M M O C E G N I I K R O W T E N M

S S H A R I N G E V E N S E C N E I R E P X E N S

Collaborate Community Control SSRS eOne Solutions Events Experiences Gorilla Glue GPUG ISV Changes Learning Mark Polino Microsoft Networking NYAP Regional Chapter Sharing SmartList Designer Success Summit Webinar Wet Baby

Spring 2014 | 33

THE

“BENEFITS” OFBENEFITS IN PAYROLL by Bruce E. Lane

n my 19 years working in the channel, I have found that many Microsoft Dynamics GP Payroll Users do not set up benefits. The apparent reason is, for the most part, that benefits do not affect the gross to net calculation. So, why bother? (As long as you do not have a taxable benefit, that is a true statement.) But, benefits are still transactions that must be addressed in Payables and the General Ledger; therefore, other procedures must be in place. In my opinion, these other procedures are not as effective as setting up benefits in Payroll. Here are the advantages of using Payroll benefits as it pertains to Payables, General Ledger, and Payroll/HR.

Payables Using benefits to accrue the employer portion of costs associated with insurance creates a liability at the time payroll is processed and posted. Without benefits, only the deduction portion is shown as a liability. Once the insurance carrier invoice is received, someone must audit the detail to ensure that employees who should be on the invoice are present, and those who should not be on the invoice are not present. Accruing the total cost once payroll is posted can be a valuable tool in auditing and reconciling insurance carrier invoices since theoretically, the costs accrued and the invoice should agree. I know that certain timing differences may exist that may need to be taken into account.

the employee sees, then obviously that can be an employee relations issue. If you can show the employee that the employer portion increased by $40 and the employee portion increased $10, then understanding a deduction increase may be easier for the employee. Many of you reading this article may also be required to report the total premium of healthcare premiums on the Form W-2. If you are only reporting the deduction, then this is not a simple task. By reporting both the deduction and the benefit and coding to W-2 Box 12 with the DD Label, you will have satisfied this reporting requirement. There are also valuable compensation reports in Human Resources that can help in reviewing and assessing compensation of employees if benefits are used in payroll. In a SmartList you are able to produce a benefits/deductions letter using the Word mail merge feature. Here is an example of a benefits letter:

General Ledger When not accruing benefits, the costs of the benefits are not recorded until the insurance carrier invoice is received and recorded. Depending on the detail in the distribution, the general ledger costs must be recorded potentially against the expense accounts of each department on the profit and loss statement. This distribution requires analysis of the employees covered in that invoice, whereas benefits in payroll can post those costs against the department associated with the employees’ wages. Not only is this process much more accurate, but it is also a time saver as well.

Payroll/Human Resources Displaying beneﬁts on a pay stub may be new to your employees, and it can create a lot of questions, but it certainly has value. Most organizations have experienced increased costs of beneﬁts, and in many cases, a portion of the increases are passed along to the employee as a deduction. If this is the only portion of the cost that

Summary My intent was to illustrate the various advantages derived by setting up and using beneﬁts in Microsoft Dynamics GP Payroll and Human Resources. The capabilities not only impact Payroll and Human Resources, but also Payables Management and Financial Reporting. GPUG Bruce Lane is the director of the Dynamics Division of Vertical Solutions, an R.L. Nelson and Associates Company. He can be reached at 412-220-5755, Blane@verticalsol.com, or on Twitter @bruceedwardlane.

Spring 2014 | 35

here has been a lot of change with regard to Microsoft Dynamics GP and third-party solutions in the last year. GPUG® caught up with three ISVs, Fastpath, Inc., eOne Solutions, and Professional Advantage, to hear the latest on what they’re doing and what Users should look for.

Security Changes in Microsoft Dynamics GP 2013 Jeff Soelberg, vice president of Fastpath, addressed the security changes in Microsoft Dynamics GP 2013. “The biggest change is that there are now full and limited Users. The limited Users have read-only access, and this User type is meant for light Users,” says Jeff. “Another change is the ability to activate and inactivate Users. Previously you could only delete them, but now you can reactivate Users, if necessary.” The greatest impact here is that Users no longer have the discounted ISV User license but can instead pay a discounted rate when they use the limited User license type. “If you have a sales force that only needs to look up Customer information, they can use the inquiry and reporting features of Microsoft Dynamics GP for a lower rate as a limited User,” says Jeff. Jeff shares that this change isn’t broadly known at this point and is normally discovered when a User attends a security-focused session or webinar. For the most part, Jeff says that the Users he talks with are happy with the change and that future releases will likely contain enhanced reporting capabilities around security and drill downs.

The Latest on SmartList Builder eOne Solutions has been busy this year, taking on the support and maintenance for more than 13,000 SmartList Builder Customers when its OEM agreement with Microsoft ended in December 2013. Abbey Cooper, Partner relations manager at eOne Solutions, shares that the biggest challenge has been getting to know new Partners and Customers. eOne has also been active in releasing feature enhancements suggested by their User community, including eight major features that are now available to SmartList Users in Microsoft Dynamics GP 2013. “The biggest feature is Table Finder, which helps Users find tables that contain the data they’re looking for,” she says. “It can be accessed in any of the builders or windows in Microsoft Dynamics GP, and you can pick anything down to field level to help you figure out which tables contain the information you desire. Table Finder really removes the guesswork in finding where your data is hiding in Microsoft Dynamics GP tables.” Abbey also shares that a preview data option, where you can preview SmartLists before publishing them, saves Users a lot of time and has been well received by regular SmartList Users. SmartList Builder is the second product that has come back under its stewardship after completing OEM agreements with Microsoft as last year the company brought Extender – and its 4,000 Users – back 36 | GPUG Magazine

UPDATES AND CHANGES FROM

feature

under its wing. This major jump in Customers to support prompted eOne to expand its team to meet Users’ needs. “We’ve added support team members and web developers and are still looking for more people,” says Abbey. “We have a brand new oﬃce that we thought had all the desks we’d ever need, and now we’re down to two open spots.” New releases for SmartList Builder, Extender, and eOne’s other products are normally aligned with Microsoft’s product releases, so look for news from them throughout the year. On that note, Abbey shares, “The developers who wrote SmartList Builder also wrote SmartView, which is a complementary product that makes SmartList faster and more ﬂexible outside of Microsoft Dynamics GP.”

Catching up with Collections Management Professional Advantage is in a similar position as eOne Solutions in that its product, Collections Management, came back into its possession after a completed OEM agreement. Brent Hitterdal, Microsoft Dynamics ISV director for Professional Advantage, says that there are three to four months left for the Customer transition, and that the change has been great for getting the company back to its roots. In the spirit of bringing awareness to the OEM change, it’s also important to note that as of January 31, 2014, the product is no longer bundled with Users’ Microsoft Services Provider License Agreement (SPLA). “Because everyone that has a license to Microsoft Dynamics GP Advanced Management has free access to a Collections Management license, we have been able to engage with the majority of Microsoft Dynamics GP Partners worldwide,” says Brent. “It has been great to re-establish those relationships that quieted when we were focused on our vertical staffing solutions.” Professional Advantage wasted no time with new feature development, pushing out a major release with Collections Plan, which automates the collections process based on workflows, triggering emails and phone calls. “We’re focused on reporting now, offering our Collections Management Customers a free license to Data Archive Express,” says Brent. “Users who have had Microsoft Dynamics GP for 10 to 15 years have a lot of data in their system, and Data Archive Express enables them to archive all their GL and AP data. We have the free offering as well as an option to upgrade, if the User would like.” A new area of focus that Users may find helpful crosses over to the Microsoft Dynamics CRM world. “We have built a rules engine for the staff onboarding process,” says Brent. “It takes the hiring process and builds it into Microsoft Dynamics CRM, automating the process for Users, ensuring all steps are completed and automating things like electronic signatures for payroll and tax documents.” GPUG

MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

Mark Polino, senior consultant with Integrated Business Group, contributes to many activities throughout the year and is always willing to step in and share his wealth of knowledge. Thanks Mark!

Who is a person who interests you on Twitter/Facebook/LinkedIn right now? Simon Sinek; his new book, “Leaders Eat Last: Why Some Teams Pull Together and Others Don’t”, intrigues me. On my desk right now are… Microsoft Excel-based Microsoft Dynamics GP Dashboards. My 3 goals for 2014… Release more Microsoft Dynamics GP Dashboards, finish editing the novel I’m working on, find 50 more tips for Microsoft Dynamics GP. What I do when I’m not at work … Read, write, relax. The best advice I ever received… “You’re an accountant working for an engineering firm. That’s fine, but engineering firms value engineers, not accountants. Try to work someplace where they value what you do.”

Spring 2014 | 37

isv partner member showcase

eOne Integrated Business Solutions

COMPANY: eOne Integrated Business Solutions INTERVIEW: Martin Olsen, product director and founder WEBSITE: www.eonesolutions.com HEADQUARTERS: Fargo, North Dakota PHONE: 888-319-3663 EMAIL: Martin.olsen@eonesolutions.com GPUG® PARTNER MEMBER SINCE: 2011

38 | GPUG Magazine

GPUG: Tell me a little bit about your company. Martin Olsen (MO): eOne has been around since 2001, so I guess that makes this our 13th year. We started in Sydney, Australia and grew a really successful Microsoft Dynamics VAR practice. Much of that success was a result of differentiating ourselves in the market by developing our own IP. We then started selling those products globally so that other VARs could benefit in the same way we had from a unique Microsoft Dynamics GP product offering. We eventually sold the VAR business so we could concentrate full time on our software development as an ISV. We now have grown the business to 20 people and concentrate entirely on developing software around Microsoft Dynamics that reduces the need for mid-market companies to engage developers. GPUG: How do your solution(s) work with Microsoft Dynamics GP? MO: We have multiple solutions that work as add-ons to Microsoft Dynamics GP, but we are most well-known for SmartList Builder, which is a simple list reporting tool that really meets the needs for everyone who uses Microsoft Dynamics GP. We currently have 14,000 companies on this product. Then there is Extender, where Users can develop new screens for Microsoft Dynamics GP without employing developers or writing any code. SmartConnect is our current flagship and growth product. It is a data migration, integration, and automation tool for Microsoft Dynamics GP/ Microsoft Dynamics CRM and SalesForce.com. GPUG: What’s so great about “no code’? MO: Mid-market companies should never need to employ a software developer – or at least that’s how we approach the development of our software. We want mid-market companies to “configure” software – not write it. The most important factors are flexibility and cost. Mid-market businesses are often more complex in their business processes than large companies, so they need really flexible software, but they need this flexibility at a reasonable price. Our solutions are configurable so that Users can make it work how they want. I think of it as a “DIY Ikea Model” where we give Customers the toolset needed to build exactly what they need, but without the expense of a “carpenter”. Some companies don’t want to mess with it at all,

and we can help there as well, providing consultants to implement and “build” it for them. GPUG: You recently went through a major transition with Microsoft. Can you tell me more about that? MO: We had an OEM agreement with Microsoft for SmartList Builder and Extender, meaning they sold our products with a Microsoft badge on them. This past year, we took this all back inhouse at eOne and off Microsoft’s hands, and it’s been a win-win for everyone. It’s a huge shift in our business model, but we also had time to prepare and grow our team enough to support our Customers as well as make big plans for the future of those products. The development cycle for us is measured in days and weeks – while with Microsoft it is measured in years. We are now able to accelerate all our development, which makes it exciting to exceed all our Customers’ expectations. GPUG: What makes your software unique in the Microsoft Dynamics GP space? MO: Our biggest differentiator is that we let developers (with guidance) decide what functions we add to our product. All our senior developers are on a commission plan where they get paid based on the sales of the products they write. Therefore, they are even more inspired to write clever stuff they would want to use and ultimately what the Customers want to use. This type of entrepreneurial mindset makes our business very Customer-centric. We rarely write a bunch of programs just hoping it works out. Instead, we put effort into writing things we know will work. GPUG: Why do you love the Microsoft Dynamics GP community? MO: The passion. Microsoft Dynamics GP Customers put the effort into knowing Microsoft Dynamics GP and getting the most out of their systems. I love the small and mid-market mentality of “getting things done”. In eOne’s case, our solutions are configurable tools that need creative, hands-on people to make them work for a business’s specific situation. So, to work with a community that has both the passion and the creative juices to design unique solutions always surprises me. When we meet our Customers, we are often surprised to learn about the amazing solutions they have built – oftentimes seeing our tools used in ways we never imagined. GPUG

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learn academy corner

PCAP: A Practical Program Designed Around Practical Experiences

What is the PCAP? With the PCAP, you have the opportunity to expand not only your Microsoft Dynamics GP knowledge, but also your knowledge of supporting tools, technologies, and processes. You’ll take two core classes, then choose two more classes from a wide variety of electives, with training formats to match your schedule – online, in-person, and instructor-led remote classes. To complete the program, you’ll choose a Community Support activity and share your newfound knowledge with other Microsoft Dynamics GP Users.

Why Pursue the PCAP?

How Much Does the PCAP Cost? Your investment will vary widely depending on the classes you choose as well as the discounts available based on your GPUG® membership. We have designed the program to be aﬀordable and valuable – all of your investment is for in-depth training classes, with no additional fees. For budgetary purposes, you may be able to complete the program for less than $600 USD.

How Long Does it Take? We’ve designed the program to accommodate your schedule and seasonal availability. You have up to one year to complete your PCAP classes and conduct your Community Support activity. You can take the classes in any order, and the program can be completed remotely if you choose.

How Do I Get Started? View the complete curriculum, register, and start taking classes at www.gpug.com/pcap or contact us at Academy@gpug.com. GPUG

ﬁnd the

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Benefits for Users: » In-depth knowledge of Microsoft Dynamics GP and supporting tools » Differentiating yourself from your peers » A recognized affirmation of competence and expertise » The opportunity to earn CPE credits » A comprehensive yet customizable training plan

Beneﬁts for your employer: » Opportunities for increased revenue and decreased costs » Improved data entry, quality, and use » “Big picture” thinking about your organization and its functions » More empowered, satisﬁed team members » A quality, focused training program for experienced and new employees

news regional chapter news

made sure we had good attendance at each meeting. Sola Agtarap at GBOD served as a presentation technology wizard. Our local Partners (Tribridge, LBMC, and Kraft Enterprise Systems) should receive much applause for sending us the many knowledgeable and interesting experts. We recognize David Burt, CFO at Energy Logic, for sharing hosting responsibilities and being our first model of an excellent User presenter. Much kudos to all the attendees who participated, presented, guided, and supported the Nashville GPUG Regional Chapter, the 2013 GPUG Regional Chapter of the Year!” The chapter will kick off 2014 with newly installed officers: Steven Burney, Tennessee Education Lottery, chairperson; Michael Jett, GBOD UMC, membership chairperson; and Wendy Fancher, Harpeth Financial Services, communications chairperson. “It has been my humble joy to serve as chairperson, and p I look forward to helping our chapter er thrive,” concludes Vonzella.

Mid-Atlantic Chapter Turns One! The Mid-Atlantic Regional Chapter celebrated its first year of operation in June 2013. Meetings throughout the first year averaged 20 people per meeting, and the anniversary meeting had the highest attendance to date. During the meeting, a panel of experts answered question after question about Microsoft Dynamics GP. The session went over so well that they had to move the next speaker to a future meeting because they ran out of time! Chapter Members celebrated their first year anniversary with a cupcake cake with the chapter’s logo, which was provided by McGladrey, one of the participating Partner organizations. Here’s to another great year of meetings and education! GPUG

Congratulations to our Winter 2014 contest winner, Ronnie Lack from Valley Services Inc.! Ronnie found the logo on page 7 of the Winter 2014 issue of GPUG® Magazine. Let’s play again. Hidden somewhere between the covers of this magazine is our GPUG logo. Can you ﬁnd it? While our logo shows up throughout the magazine in conventional spots, it’s hidden in only one place.

Winter 2014 | 7

When you’ve found it, send an email to Logocontest@gpug.com with an explanation of where and on what page it’s at. We’ll choose a winner at random and will highlight him/her in the next issue of the magazine.

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he PCAP™ (Professional Certificate in Accounts Payable) is the only certificate program designed exclusively for accounts payable professionals using Microsoft Dynamics GP. Improve your knowledge and capabilities, your standing amongst your peers, and advance your career through this focused yet flexible program.

Spring 2014 | 39

Registration Now Open!

DYNAMICS GP USER GROUP CONFERENCE

October 14-17, 2014

Americaâ&#x20AC;&#x2122;s Center - St. Louis, MO Optional Pre-conference Training - Oct 13-14

Experience It!

([SHULHQFH *38* 6XPPLW WKH XOWLPDWH OHDUQLQJ DQG QHWZRUNLQJ HYHQW IRU WKH Microsoft DynamicsÂŽ *3 commXnity Experience Learning. Focused, interactive sessions offer valuable content for all Dynamics *3 users, no matter your Sroduct version or experience level. Experience Networking. %eneĂ&#x20AC;t from tKe real Zorld expertise of otKers in your role, your industry, or ZitK similar Joals.

Experience It Together. 7KereÂˇs more to *38* 6ummit tKan one

person can soaN in alone attend ZitK your teammates and Jo Kome ZitK actionable solutions and ideas

gpugsummit.com

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 42 Horizontal................Page 46 Services...................Page 58

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 Agriculture

INDUSTRY

Vicinity Manufacturing Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Commodity Procurement Manage harvest, hauling, & purchasing of crops, grain, & ďŹ sh. Specify prices by commodity & automate deductions & taxes. Manage unlimited Farmers & Fields and complete 'Delivery Tickets' to become Payables in GP.

Apparel

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

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.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce â&#x20AC;˘ 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Churches and Ministries

Condominium Developers RockySoft

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

http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Cross Industry Solution

Data Masons Software

Construction http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Chemicals BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

KEY:

Axapta

Great Plains

42 | GPUG Magazine

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

Consumer Packaged Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

Navision

Solomon

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Customer Relationship Management

Retail Management System

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

Point of Sale

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

EthoTech, Inc. http://www.ethotech.com/ commissionplan â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

KEY:

Axapta

Great Plains

PaperSave http://www.PaperSave.com â&#x20AC;˘ 877-727-3799 PaperSave PaperSave is a CertiďŹ ed for Microsoft Dynamics Document Management, Electronic WorkďŹ&#x201A;ow & Invoice Automation solution that eliminates inherent risks and ineďŹ&#x192;ciencies associated with paper. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance. Solver http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

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

Finance/Banking AssureSign LLC http://www.assuresign.com â&#x20AC;˘ 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures. AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Navision

Solomon

Food and Beverage

MetaďŹ le Information Systems, Inc.

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

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Customer Relationship Management

Retail Management System

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

RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

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.

Government Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced GL Close Adds multiple GL segment selection capability during year-end close. Thomson Reuters, Tax and Accounting - Government http://www.tax.thomsonreuters. com/aumentum 866-471-2900 Thomson Reuters Aumentum Thomson Reuters Aumentum provides government revenue mgmt solutions.

Point of Sale

Spring 2014 | 43

INDUSTRY

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

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.

INDUSTRY

Government Contracting

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

Healthcare Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Health Care Management Billing and Financial Mangement for Home Health and Long Term Care. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

High Tech and Electronics

KEY:

Axapta

Great Plains

44 | GPUG Magazine

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

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

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

Corporate Renaissance Group http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Labor Unions Micro Force http://www.micro-force.com 631-421-1030 ext: 302 LM2 Reporting System for Labor Unions who use GP LM2 MODULE for GP. Comply with LM2 year end reporting while processing GP transactions eďŹ&#x20AC;ortlessly. Permits changes to LM2 trxs after posted. Creates the electronic ďŹ le for DOL. Best solution for Unions since 2005.

Navision

Maintenance Management Experlogix, Inc. eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

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

http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aďŹ&#x20AC;ordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

MetaďŹ le Information Systems, Inc. Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell.

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

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

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Non-Profit Organizations Sierra Workforce Solutions

Vicinity Manufacturing

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. Paramount Technologies

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. V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution.

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.

Media and Entertainment Eclipse Computing, Inc http://www.royaltyandrights.com 201-746-6255 ext. 201 Royalty and Rights Management System for Dynamics GP For managing intellectual property, controls all phases of royalty accounting including Contracts, Accruals, Payments & Revenue Recognition.

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

KEY:

Axapta

Great Plains

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Fund Accounting, Audit Trails, Requisition & Expense. Sierra Workforce Solutions http://www.sierraws.com â&#x20AC;˘ 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

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

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

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ďŹ&#x201A;ow.

Pharmaceuticals ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Navision

Solomon

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oďŹ&#x20AC;ers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export. Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features.

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

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 CRM for Professionalsâ&#x201E;˘ and Practice Management for Professionalsâ&#x201E;˘ CRM solutions that provide the ability to track and leverage client interactions and maximize revenue opportunities. Additional features include: Time & Billing, Analytics, Document Mgmt and Project Mgmt.

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 AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed.

Customer Relationship Management

Retail Management System

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.

Retail Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP.

Avalara, Inc. http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any 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.

Point of Sale

Spring 2014 | 45

INDUSTRY

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

CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

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

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

Warehouse Management Accellos, Inc.

HORIZONTAL

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

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 WMS Customizable Bar-coding & Warehouse Management System designed for Dynamics GP. Supports PO Receiving, Labeling, Inventory Adjustments, Transfers, Stock Counts, Picking and Shipping. Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireâ&#x201E;˘ Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Operations Core Help your backoďŹ&#x192;ce work more effectively with your warehouse.

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLinkexport/import to CSV ďŹ les.

Wholesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com â&#x20AC;˘ 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Horizontal Analytics Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast. Kronos Incorporated http://www.kronos.com â&#x20AC;˘ 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

KEY:

Axapta

Great Plains

46 | GPUG Magazine

Asset Maintenance/ MRO/EAM eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations. WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

Automation

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

Navision

Solomon

Banking m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 m-hance Bank Management for Dynamics GP Fully integrated Bank Reconciliation for GP, Import Bank Statements & reconcile direct to GL.

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

Customer Relationship Management

Retail Management System

Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP for Fixed Assets Bar Code data capture extending GP Fixed Asset module to manage assets.

Budgeting

Point of Sale

Dynamic Budgets http://www.dynamicbudgets.com 650-332-6650 Dynamic Budgets Budgeting/forecasting that can be implemented in < 2 hours. Weâ&#x20AC;&#x2122;ve just added budgeting for Analytical Accounting! Features: Export to GP, Payroll, Fixed & Variable Allocations, Multi-company, Sub ledger lookups...

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from ďŹ elds in GP.

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

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

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

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

Business Intelligence

Total Dynamics Solutions, LLC

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 BI Reporting Platform LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web. Implement your BI solution today for as low as $5K and be running your reports by the close of business!

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Business Process Management

KEY:

Axapta

Great Plains

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workďŹ&#x201A;ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen.

Navision

Solomon

Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Check Printing Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees. MHC Software, Inc.

Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications. CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use. docSTAR http://www.docstar.com â&#x20AC;˘ 888-docSTAR NEW: eclipse Smart AP Automation Solution Auto route & approve invoices with Intelligent Data Capture recognition.

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 Check FactoryÂŽ Visual Series is a MICR check and forms printing software solution designed to completely replace the need to purchase pre-printed checks and forms. Check Factory works inside Dynamics GP and SL.

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

Commissions

MetaďŹ le Information Systems, Inc.

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

http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate your invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture & workďŹ&#x201A;ow tools integrated with Microsoft Dynamics. Based on 20+ years of experience & 8500 customers worldwide.

Customer Relationship Management

Retail Management System

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

Point of Sale

Spring 2014 | 47

HORIZONTAL

T3 Information Systems http://www.fullcirclebudget.com 202-419-5100 Full Circle Budget Simple and ďŹ&#x201A;exible Excel-based budgeting allowing users to quickly input budget amounts and process them directly into GP or SL. Deploy in only a few hours and save time budgeting.

Halo Business Intelligence

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

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Brokerage & Commissions Automate the calculation of Brokerage & Commissions (including splits) for sales transactions. Create programs by date range, item attributes, & customers and assign prices by units of measure or % of product $'s.

Communication m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise collaboration & communication.

Compliance

HORIZONTAL

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Direct and control the entire lifecycle of your documents and unstructured information, while protecting the information within them & keeping you within compliance mandates. AIM Technologies http://www.aim-technologies.com/ acadashboard.html â&#x20AC;˘ 888-234-0428 NEW: The ACA Dashboard Complete solution for proactive management and reporting for compliance with the AďŹ&#x20AC;ordable Care Act. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

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

Axapta

Great Plains

48 | GPUG Magazine

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

Credit Card/Check Processing

Customer Relationship Management

Ariett Business Solutions, Inc.

eBridge Connections

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

BGE, Inc. http://www.bgeinc.net â&#x20AC;˘ 877-656-8800 Green (Account) Payable Most secure account payable via EFT, Multi-level approval, remittance info, email notiďŹ cation. Support JPM format, Integrate seamlessly with GP. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Credit Card Payments, powered by MercuryÂŽ Provides credit card processing for Sales Order Processing and Cash Receipts. Seamlessly integrated w/ Mercury Payment Systems with no 3rd party gateways. Support for pre-auth, sale/ capture, adjust, void, & return. BluePay, Inc. http://www.bluepay.com â&#x20AC;˘ 630-300-2368 Credit Card Processing Single Source Provider: GP Plug-in/ payment gateway/merchant account for processing for credit cards & checks. 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. Seemlessly integrated with Sales Order Processing and Cash Receipts.

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB Sales Improve the productivity of your sales team with SMB Sales. Manage all of your accounts, contacts, & forecasting with powerful dashboards that are fully integrated with Microsoft Outlook. Tribridge http://www.concertocloud.com 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Data Integration

Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Check Processing Electronic Check Processing integrated with SOP and Cash Receipts.

Cost Accounting

KEY:

m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Enhanced Vendor Price Management for Dynamics GP A vital link in the distribution supply chain is accurate tracking of vendor pricing. Support decisions in the buying process, reduce admin costs and improve accuracy of cost of sales.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 Credit Card Extension Secure, PCI validated ACH/credit card solution with batch processing and ability to store sensitive data oďŹ&#x20AC; site with tokenization.

Navision

Solomon

Admiral Consulting Group http://www.admiral-west.com/solutions_ activeconnect.html â&#x20AC;˘ 866-794-1275 ext. 101 ActiveConnect Integrate data from your website, SQL Server, ODBC, or Excel up to 20x faster and more easily than with Integration Manager, for less cost. Also send data directly from Excel to Dynamics with a click of a button.

Customer Relationship Management

Retail Management System

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

Computeration, Inc. http://www.computeration.com/zap 866-808-7964 Zap! Integration Historical Payable & Receivable integration using Excel or direct from QuickBooks. Easy-to-use Excel trx imports with AA dimensions & friendly error reports. eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

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

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

ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Point of Sale

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 Pack and Ship, powered by ShipRush Provides improved workďŹ&#x201A;ow for your packing station and seamless integration for UPS, FedEx and USPS. Powered by ShipRush (by Z-Firm), this module provides a rich, common user interface across all three carriers.

V-Technologies, LLC http://www.vtechnologies.com â&#x20AC;˘ 800-462-4016 StarShip Shipping Software Dynamics GP shipping for small parcel and LTL. Now integrates with PanatrackerGP, TrueCommerce and RedTail to provide an end-to-end solution. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Dynamics GP PowerPack Over 80 Enhancements to GP, based upon customer requests. Enhances virtually every part of the GP System. Make GP more intuitive, easier to use!

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

Document Management

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

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Advanced Document Management and Process Automation integrated for Dynamics GP Capture and intelligently recognize the content within documents to automatically process, route, securely archive and access Information directly from your Dynamics GP screens and via Web browser.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Trade Counter for Dynamics GP For those companies who oďŹ&#x20AC;er a self collection service or a cash sales counter in addition to delivered trade there is often a need to enter orders and take payment at their premises or warehouse. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

KEY:

Axapta

Great Plains

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics. Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

http://www.bottomline.com/Transform_ Filer_for_Sharepoint â&#x20AC;˘ 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeďŹ&#x20AC;ective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications. Computer Information Enterprises http://www.compinfo.com â&#x20AC;˘ 949-263-0910 ImageLink ImageLink is a seamless, fully integrated document management solution designed for users of Microsoft Dynamics SL and Microsoft Dynamics GP who desire to reduce the amount of paper within their organization. CSSI http://www.coreintegrator.com â&#x20AC;˘ 570-524-4424 CoreIntegratorÂŽ WorkďŹ&#x201A;ow A web-based workďŹ&#x201A;ow solution that automates invoice approval, purchase order matching, requisitions, human resources, document authoring and much more. Integrated with SharePoint and requiring only a browser to use.

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

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.

Liaison Software Corp

Navision

Solomon

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com â&#x20AC;˘ 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workďŹ&#x201A;ow, and AP/AR Automation. MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 MHC Image Express Electronically archive vendor invoices,HRdocs, POs & more. Automated document entry. Retrieve documents from Dynamics screens or web browser. Retrieve related documents with a single click. WorkďŹ&#x201A;ow & Report imaging.

E-commerce

Avalara, Inc.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Document Management & Automation Service New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workďŹ&#x201A;ow.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal).

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2014 | 49

HORIZONTAL

m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Vehicle Load Planning for Dynamics GP Plan deliveries using routes, product weights and vehicle capacities.

Bottomline Technologies

Computer Pundits Corporation

Liaison Software Corp

http://www.eCommerce21.com â&#x20AC;˘ 888-786-3487 eCommerce21ÂŽ Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections

eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl. Amazon, Magento, BigCommerce, eBay+

HORIZONTAL

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 k-eCommerce Integrated B2B, B2C & Sales Portal websites deployed on premise or in a PCI Compliant cloud. Built-in CMS, SEO, multilingual / multicurrency capabilities & responsive web design to support mobile & tablet devices.

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

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

EDI AIM Computer Solutions, Inc. http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949. Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

KEY:

Axapta

Great Plains

50 | GPUG Magazine

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees â&#x20AC;&#x201C; over 1000 trading partners.

Electronic Document Delivery (Email)/Faxing ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, route, deliver, archive and securely access information directly from Dynamics GP screens and via Web Browser. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Navision

Solomon

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 Active Documents for Sales and Purchasing Email singular or bulk remittances, statements, SOP & POP docs directly from Dynamics GP. Also enables REPRINTING of remittances.

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

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Expense Reimbursement Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline employee expense reimbursement with Dynamics.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

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

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

http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

Retail Management System

http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.

Field Service Management

Ariett Business Solutions, Inc.

Customer Relationship Management

Paramount Technologies

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

FieldConnect, Inc. http://www.ďŹ eldconnect.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 eďŹ&#x192;ciency.

Point of Sale

FieldOne Systems http://www.ďŹ eldone.com â&#x20AC;˘ 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

WennSoft, Inc. http://www.wennsoft.com â&#x20AC;˘ 262-821-4100 Signature Innovative ďŹ eld service solutions streamline operations from sales to the ďŹ eld to accounting.

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

Fixed Assets

Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Quick Journals Allows intercompany and multicurrency transactions to be included in GL Quick Journals. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Financial Utilities Cross-Company control of segment & account descriptions; Historical Journal Entry to any closed year; Advanced Customer Merge (see separate entry).

Corporate Renaissance Group http://www.crgroup.com/AATools 613-232-4295 AA Tools for Analytical Accounting AA Tools has 4 modules (AA BackďŹ ller, AA Changer, AA SegmentConverter, AA Cubes) to manage the data in AA. BackďŹ ll AA data, change AA codes, convert GL segments to AA Dimensions, and complete analytics.

HR Management Corporate Renaissance Group 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

Admiral Consulting Group http://www.admiral-west.com/ advancedallocations/index.html 866-794-1275 ext. 101 Advanced Allocations for Dynamics GP You can easily allocate entire departments, perform tiered allocations, and even allocate transactions. Advanced Allocations also allows you to preview allocation entries before committing them to your ledger. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables.

KEY:

Axapta

Great Plains

http://www.employee-performance.com 613-232-4295 emPerform Easy-to-use, web-based appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll including leave management, budgeting and managing FTEâ&#x20AC;&#x2122;s, and more! JAT Computer Consulting, Inc. http://www.jatnet.com/JBC.htm 888-525-8874 ext. 462 JAT BeneďŹ ts Connect (JBC) JBC communicates enrollment data to carriers and insurance providers. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

Navision

Paychex http://mystaďŹ&#x192;ngpro.com â&#x20AC;˘ 800-939-2462 myStaďŹ&#x192;ngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 SMB HR & Payroll Consolidate all HR information and systems with SMB HR & Payroll, including employee and beneďŹ ts administration, employee self- service, payroll, and tax compliance.

Inter-company Processing Corporate Renaissance Group http://www.crgroup.com/combiner.php 613-232-4295 Company Combiner With Company Combiner, multiple companies with the same COA can be combined into a single company. Organizations are able to manage all of the companies setup in Dynamics GP from a single company. Services are avail.

mcÂ˛ http://www.mc2software.com â&#x20AC;˘ 303-872-3000 Advanced Intercompany Transactions Inter- and intra- company solution for GL, PM, RM, POP, PR, BR, and IV.

Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP.

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Item Management Manage catch-weight items & show all qty's & UOM's for units, weight & price on each transaction. Setup unlimited attributes & set rules by Item Class. Other properties include: Inactivate, UPC, GTIN & many more. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 CompleteCount Controlled cycle counts in GP using stock tags. Print tags, ensure accuracy, minimize downtime. Now with ExcelLink- export/import to CSV ďŹ les.

Inventory Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

Inventory Enhancement Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Quality Count 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.

Solomon

m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Catchweights for Dynamics GP Provides catchweight functionality in sales, purchasing and inventory.

Customer Relationship Management

Retail Management System

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹ&#x192;ciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups.

Point of Sale

Spring 2014 | 51

HORIZONTAL

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

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

m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Extended Pricing & Enhancements for Dynamics GP Import and export pricing data, allow for customer speciďŹ c pricing and load new customer deals.

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Advanced Inventory Replenishment for Dynamics GP EďŹ&#x20AC;ectively balance inventory investment and customer service levels. Reduce stock, improve customer service and reduce admin. m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Unit of Measure Management for Dynamics GP Users need to look at sales performance in one consolidating unit, perhaps tonnage, litres or cases; regardless of how products come packaged; by the pallet, case, carton or individually.

HORIZONTAL

m-hance Inc http://www.m-hance.com/sectors/ distribution/ â&#x20AC;˘ +44 (0) 844 264 0932 Inter-site Transfers for Dynamics GP Control and automate re-distribution of stock from a central warehouse to depots or adhoc movements from one site to another. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 Inventory m-hancements purchase - retrospective discounts Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 Inventory m-hancements Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 Inventory m-hancements - Reserved Stock See our website for more details.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Axapta

Great Plains

52 | GPUG Magazine

AvidXchange, Inc. http://www.avidxchange.com/landing/ microsoftdynamics â&#x20AC;˘ 704-971-8154 Complete Accounts Payable Software Solution Streamline invoice capture, intelligently route approvals and automate payments all in 45 days or less... guaranteed. Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint â&#x20AC;˘ 866-551-6934 TransformÂŽ AP SharePointÂŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility. DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Invoice Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Invoice Automation (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings.

k-eCommerce http://www.k-eCommerce.com â&#x20AC;˘ 734-928-6010 Online Bill Pay Bundle View, print and pay invoices by ACH or credit card securely from a website with real-time fund recognition.

KEY:

Invoicing Enhancement

m-hance Inc http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 Enhanced Returns Management for Dynamics GP Speed up the handling of returns in GP and improve operational control.

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

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

Navision

Solomon

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock sub-assemblies below the parent. WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Engineer to Order ETO produces a Manufacturing Estimation, (estimated cost to produce to spec), including Estimation BOM, Routing, and Miscellaneous Costs.

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

Payables Enhancement

Labeling WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

Manufacturing Enhancement

Horizons International Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles.

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and AP Automation for Dynamics GP Automate your entire AP process endto-end. Intelligently recognize content within documents to automatically process, route, securely archive & access info directly from your Dynamics GP screens & via Web browser.

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

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

Customer Relationship Management

Retail Management System

Point of Sale

Ariett Business Solutions, Inc. http://www.ariett.com/ â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

DynamicPoint http://www.dynamicpoint.com/products/ invoice_automation.aspx â&#x20AC;˘ 562-726-4396 SharePoint Accounts Payable Automation Solution Exclusively for Microsoft Dynamics One Time Cost & No Per User Fees. Leverage SharePoint Accounts Payable (AP) Solution at a fraction of alternative solution costs to eďŹ&#x20AC;ectively automate, real-time management of invoice to payment processing.

ICAN Software Corporation http://www.icansoftware.com 253-777-0708 ext. 112 Mass Apply Payables Mass Apply Payables automates the process of applying payments and credit memos against AP vouchers. It also is an integration tool for importing vendors, vouchers/credit memos, manual payments, & apply info. 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 NotiďŹ cations Email and/or fax remittance advices to vendors rather than printing and mailing. System also can be used for employee reimbursements. Huge cost and time savings. Fast ROI.

ReQlogic http://www.reqlogic.com 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workďŹ&#x201A;ow.

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

Liaison Software Corp

KEY:

Axapta

Great Plains

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

Navision

Solomon

Payroll Enhancement

Retail Management System

Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes. Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 Payroll Enhancements for Dynamics GP Proven solutions for US Payroll including leave management, automatic e-mailing of direct deposit statements and W-2â&#x20AC;&#x2DC;s, managing complex payroll posting requirements/corrections, conďŹ guring overtime rules and more! 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 Pay Stubs Online A web-based app that provides employees online access to their pay stubs. Employees can be notiďŹ ed through email when their pay stub is available online. ConďŹ guration tool allows control to information. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID. Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Aatrix Software, Inc. http://www.aatrix.com/dynamics 800-426-0854 ext. 175 Aatrix State and Federal Payroll Reports Complete eFiling and plain paper printing W-2 & 1099 solution. Unemployment, withholding, & new hire reports for all 50 states are completed automatically from your Microsoft Dynamics GP payroll data ready to eFile.

Customer Relationship Management

MHC Software, Inc. http://www.mhcsoftwareinc.com 952-882-3341 Electronic Direct Deposit Delivery Email direct deposits to employees rather than printing/distributing. Password protected PDF attachments are emailed to employee. Fast ROI.

Point of Sale

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HORIZONTAL

m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 Purchase Management for Dynamics GP Browser based purchasing transaction entry and approval fully integrated with Dynamics GP Payables, POP, Inv and Project Accounting.

Liaison Software Corp

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

Portals

HORIZONTAL

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Procurement Management

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 SharePoint Procurement Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline the procurement process with Dynamics GP and NAV.

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.

Corporate Renaissance Group http://www.crgroup.com/PATools 613-232-4295 NEW: PA Tools for Project Accounting Easy-to-use add-ons to help facilitate the setup and ongoing maintenance of your GP Project Accounting. There are 3 PA Tools available: PA Budget Importer, PA GL Validator, and PA Cubes.

Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Project Tracking with Advanced Analytics Streamline your COAâ&#x20AC;&#x2122;s. Record & report rev, expense & proďŹ t by proj; against budgets; over multiple yrs. Great alternate to GP Proj. Acctg.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

KEY:

Axapta

Great Plains

54 | GPUG Magazine

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

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL SOP Advanced Distribution Allows you to dynamically deďŹ ne where each segment of the account comes from either the customer, vendor item, system, static, or payment terms. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - Linked Item Selling Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet. Paramount Technologies

Project Accounting

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

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

Navision

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

http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett Cloud Purchasing & Expense Management Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise. 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;˘ 562-726-4396 SharePoint Requisition Management Solution Exclusively for Microsoft Dynamics One Time Cost and No Per User Fees. Leverage DynamicPoint's SharePoint Product at a fraction of alternative solution costs to eďŹ&#x20AC;ectively integrate and streamline purchase requisition processing with Dynamics.

Customer Relationship Management

Retail Management System

WilloWare, Inc. http://www.willoware.com 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control

Ariett Business Solutions, Inc.

eRequester by Paperless Business Systems http://www.erequester.com 206-256-0771 ext. 123 eRequester Web-based procurement and expense management workďŹ&#x201A;ow solution.

Solomon

http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Receivables Enhancement Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Mass Apply Receivables Mass apply range of customers & dates with speciďŹ c apply or auto apply.

Point of Sale

Nodus Technologies, Inc. http://www.nodus.com â&#x20AC;˘ 909-482-4701 ePay Advantage â&#x20AC;&#x201C; Online Bill Pay Improve cash ďŹ&#x201A;ow, automate A/R with the latest in online bill payment technology that is seamlessly integrated with Dynamics GP. Also provides an online solution to automate your recurring billing cycles. Sikich http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 InďŹ nia Integrator AR Allow users to Copy-Paste-Import AR transactions from Excel to Dynamics.

Reconciliation

Adra Match http://www.adramatch.com +44 207 868 5171 ACCOUNTS â&#x20AC;&#x201C; Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

Adra Match http://www.adramatch.com +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments. m-hance Inc http://www.m-hance.com +44 (0)844 264 0932 The Reconciler for AR and AP The automated reconciliation tool for highlighting the cause of imbalances between the AR or AP modules & the GL Control Accounts.

KEY:

Axapta

Great Plains

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL.

Reporting

Solver

Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Forms Printer Print SOP, POP & other forms using SSRS & Crystal. Use 3rd party and custom data. Full GP Notes. Deliver forms by Email in PDF & other formats. 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, AďŹ&#x20AC;ordable. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast.

Navision

Solomon

http://www.solverusa.com â&#x20AC;˘ 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics. Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

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. EthoTech, Inc. http://www.ethotech.com/ commissionplan â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Promotions & Rebates Automate Promotions, Rebates, & Royalties. Include as SO line items or accruals. Establish rules by date & customer and price items by UOM or %.

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

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

Cincom Systems, Inc http://acquire.cincom.com â&#x20AC;˘ 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence! Outsmart. Outsell. Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Subscription Billing (formerly called Recurring Contract Billing) Automates & manages cyclical & subscription based billings. EthoTech, Inc. http://www.ethotech.com/ commissionplan â&#x20AC;˘ 678-384-7500 ext. 1 Commission Plan Calculate, pay and track all variable compensation, including Sales Commissions, Bonuses, Royalties, Rebates and SPIFFS. EďŹ&#x20AC;ortlessly create and modify commission plans, and then quickly distribute reports by e-mail. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of todayâ&#x20AC;&#x2122;s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

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

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.

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2014 | 55

HORIZONTAL

Adra Match http://www.adramatch.com +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.

m-hance Inc http://www.m-hance.com +44(0)844 264 0932 Reconciler for Inventory Automatic reconciliation of transactions generated through the Inventory module to the Inventory Control Accounts in Microsoft Dynamics GP.

System Enhancement Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales. Attach supporting documentation. Use existing reports (GP report writer, SSRS, Crystal). m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements See our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - Additional Charges Please see our website for more details.

HORIZONTAL

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements Price Negotiation See our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements catalogue based sales Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements customer call scheduling Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - Item Life Cycle Management Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements Price Negotiation Please see our website for details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Telesales m-hancements - customer templates Please see our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 Sales Connect Puts key sales information about products and availability at the ďŹ ngertips of your sales person whilst in the ďŹ eld - provided on mobile and tablet.

KEY:

Axapta

Great Plains

56 | GPUG Magazine

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Sales Order Complete Sales Management for Food Manufacturers w/workďŹ&#x201A;ow, automated email & status change, conďŹ gurable UI's, catch-weight, & Price Lists. See all quantities & UOM's for units, weight & price for each line item. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Field Sales & Inventory Extend GP to capture sales transactions at the point of activity.

Security Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results. Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory. Single interface for managing Dynamics users improving security, saving time and money. GP solution oďŹ&#x20AC;ers Single Sign on functionality. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID.

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

Northlake Partners http://www.TheNorthlakePartners.com 425-773-9606 BluWare - Logistics Management Schedule 'loads', keep delivery info, & track performance for Fleet, TL, & LTL shipments. Assign orders to loads & update them w/BOL, Waybill, & other ship info. Print shipping paperwork by load or single order.

Navision

Solomon

V-Technologies, LLC http://www.shipgear.com â&#x20AC;˘ 800-462-4016 ShipGear for UPS WorldShip and FedEx Ship Manager Access Dynamics GP sales transactions within UPS WorldShip and/or FedEx Ship Manager and automatically update freight charges and tracking info.

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

AIM Technologies http://www.aim-technologies.com 888-234-0428 DataSpy Provides information on tables updated and modiďŹ ed during the processing of transactions to speed customization and report development. Works with third-party modules.

DynamicsDownloads http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here! Encore Business Solutions http://www.encorebusiness.com 888-898-4330 ext. 336 Advanced SmartList Enhanced analysis of SmartList data. Ad-hoc reports & queries on the ďŹ&#x201A;y. Sort, ďŹ lter & re-order columns easily. Sum groups of info fast.

AIM Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Tax

Avalara, Inc.

Data Masons Software http://www.datamasons.com â&#x20AC;˘ 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations. Panatrack, Inc. http://www.panatrack.com â&#x20AC;˘ 262-361-4950 PanatrackerGP Inventory Management Add an integrated bar code solution and turn GP into your WMS for inventory management. Any easy to install solution with robust features. RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

Retail Management System

http://www.info.avalara.com/TheList 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ ling and remittance solution for Microsoft Dynamics. Greenshades Software http://www.Greenshades.com 888-255-3815 ext. 2 Greenshades Payroll Tax Service Our Tax Service is the easiest way to ďŹ le and pay your payroll taxes.

Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 702-948-6554 KampData TaxEngine Manage & report nationwide sales & use taxes from any application.

Point of Sale

Sierra Workforce Solutions Kamp-Data, Inc. http://www.kampdata.com â&#x20AC;˘ 702-948-6554 DynamicZip Manage & report nationwide sales and use taxes from within GP.

Time and Attendance

Trade Promotion Management Total Dynamics Solutions, LLC Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader.

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

KEY:

Axapta

Great Plains

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

Navision

Solomon

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

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

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

Customer Relationship Management

Retail Management System

Point of Sale

Spring 2014 | 57

HORIZONTAL

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

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Services .NET Development Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba Spectrum Corporation We specialize in Customization and Integration solutions for Dynamics GP using Dexterity, .NET based & the Alba360 Advanced WorkďŹ&#x201A;ow system. Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis .NET Development Isis provides cost eďŹ&#x20AC;ective outsourced .NET development (C#, VB.NET, ASP.NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

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

RoseASP http://www.roseasp.com â&#x20AC;˘ 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

Business Portal Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Dynamics Business Portal Enhanced with SharePoint Customizations Extend the out-of-box Dynamics Portal with SharePoint Customizations.

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

Myappsanywhere

SERVICES

http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Njevity, Inc. http://www.njevitytogo.com/partner 720-870-9700 NjevityToGo White Label â&#x20AC;&#x153;Cloud Business in a Boxâ&#x201E;˘â&#x20AC;? Cloud & Hosting Services for Dynamics Partners Donâ&#x20AC;&#x2122;t sell THEIR ERP Cloud, sell YOUR ERP Cloud, YOUR Brand. With our Cloud Services Programâ&#x20AC;&#x201D;YOU own the customer, YOU handle the billing, YOU make BIG $ for the entire contract. WE make YOU look like a Cloud Expert!

KEY:

Axapta

Great Plains

58 | GPUG Magazine

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

Data Resolution, LLC http://www.dataresolution.net â&#x20AC;˘ 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

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

Navision

Solomon

RoseASP http://www.mygpcloud.com â&#x20AC;˘ 888-794-9401 MyGPcloud myGPcloud is the ďŹ rst on-demand Microsoft Dynamics GP application. Free 30 day trial that can be set up in less than 5 minutes. Start a trial for your prospect or send them to our site and begin your trial today!

Tribridge http://www.concertocloud.com â&#x20AC;˘ 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oďŹ&#x20AC;ers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

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

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Custom Development Isis provides cost eďŹ&#x20AC;ective outsourced custom development (C#, VB.NET, ASP. NET, C++) to our partners and customers worldwide at reduced rates as low as $20 per hour depending on project size and skill set required! KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Custom Development We are a certiďŹ ed .Net and Dexterity development group with over 15 years experience. Provide us with your requirements for a free estimate. Sierra Workforce Solutions

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

Customer Relationship Management

Retail Management System

Point of Sale

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

Business Computers Software, Inc. http://www.business-computers.com 303-494-9390 Time Matrix Time Matrix is a Time Clock for Dynamics GP. It can integrate with PR, HR, RM, SOP, PA, Manf, WennSoft or Horizons. It can use a touch screen monitor, magnetic card reader, bar code scanner or ďŹ nger print reader. DexPros http://www.dexpros.com â&#x20AC;˘ 623-535-9216 Microsoft Dynamics GP Development Professionally designed & developed enhancements/integrations/upgrades and support by experienced Dexterity/ SQL/.NET/VB developers. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

HR & Payroll Implementation & Consulting Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP We can implement the entire GP solution or only certain components. We also oďŹ&#x20AC;er a variety of customization and training services.

Sierra Workforce Solutions

KEY:

Axapta

Great Plains

OnDemand Trials

Software Development Consulting

Managed Services RedTail Solutions http://www.redtailsolutions.com 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

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

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

Partner Support Service

Plumbline Consulting, LLC.

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline. Tornado Marketing, Inc. http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oďŹ&#x20AC;ers high-impact, highly eďŹ&#x20AC;ective marketing consulting. 10+ years in the channel. Websites. SEO. Copywriting.

Sales Tax Management Service

SharePoint Development DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Your Source Exclusively for Microsoft Dynamics & SharePoint Integration Portals, Business Automation & Custom Products integrated with Dynamics.

The Partner Marketing Group

Dynamic Communities

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

Navision

Solomon

Accolade Publications, Inc. http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts. Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also oďŹ&#x20AC;er Management Reporter classes. See website for details.

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.

Social Media

Member Organizations

http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Development - Microsoft Dynamics GP/CRM/xRM 15 yrs developing GP customizations (Dexterity, .Net), Source Code Developers, Experts with CRM/xRM as a platform creating customized experiences. Sub-contractor rates to other resellers.

Training

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oďŹ&#x20AC;erings. 25+ yrs.

Avalara, Inc.

The Partner Marketing Group

Isis, Inc. http://www.isisinc.com â&#x20AC;˘ 804-762-4200 Isis Consulting Isis provides cost eďŹ&#x20AC;ective outsourced software consulting to design, build, & test the software your clients need worldwide at reduced rates as low as $20 per hour depending on project size and skill set required!

Customer Relationship Management

Retail Management System

SERVICES

Implementation Services

Point of Sale

Spring 2014 | 59

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