2014 Winter - GPUG Magazine by Dynamic Communities, Inc

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contents winter 2014 | www.GPUG.com

7).4%2 s 777 '05' #/-

FOCUSING ON EXPERIENCES RECOGNIZING OUR ALL STARS CELEBRATING GPUG SUMMIT

In Every Issue 4 5 6 8 16 21 27 35 38 39

From the Director Welcome to Our New Members Regional Chapter News Events Name That Photo Contest Word Find Academy Corner Volunteer of the Quarter Find the Logo Contest The GP List, from The Partner Channel

Features

Advertiser Index

9 10 12

Top Collaborate Discussions

Tips & Tricks Custom Payment Terms and Distant Discount Dates

17 18

On Topic with GPUG Members

Tips & Tricks Need a Time Saver? Check Out Pre-posting Payroll Reports

22 24

The Million Dollar Gift

Tips & Tricks Working with Writeoffs

ISV Partner Member Showcase Business Computers Software, Inc.

32 34 36

Affordable Care Act: What Users Need to Know

Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Armanino LLP . . . . . . . . . . . . . . . . . . . . . . . . . 33 Business Computers Software, Inc. . . . . . . . . 8 Kamp-Data, Inc. . . . . . . . . . . . . . . . . . . . . . . . .13 KTL Solutions, Inc. . . . . . . . . . . . . . . . . . . . . . .11 Mekorma . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31 MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . 60 Microsoft Convergence 2014 . . . . . . . . . . . . 29 Sierra Workforce Solutions . . . . . . . . . . . . . . 27 WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Usersâ&#x20AC;&#x2122; Take on Microsoft Dynamics GP 2013 User Member Showcase Forensic Technology

Member in Action Taking a Flexible, Student-Centered Approach to Higher Education

Microsoft Member Showcase Chad Sogge, Kevin Racer, and Brian Meier

Meet the 2013 All Stars Celebrating GPUG Summit 2013 Winter 2014 | 3

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letter

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

2013 Was The Year of Growing Our Community!

Kim Peterson

uring this time of year, I often reflect on all that happened during the year. Time does indeed seem to go faster when you get older; it also becomes more important. This year, I think about how much we have grown with wonderful dedicated Microsoft Dynamics GP Users. We now have more than 4,000 company Members; we have uncovered new talents, new ideas, and new opportunities. We are rocking and rolling! During the general session at GPUG Summit, I asked you to consider how you, too, can build a community. Building a Microsoft Dynamics GP community allows you to share, educate, and increase your own career potential. Building a community may mean working within your own department or company to hold lunch and learns. Try watching a webinar or recording together, or simply bring a tip to share at each department meeting. It may mean building a better relationship with your Microsoft Dynamics Partners. Gain a deeper understanding of the value of networking by helping at a local GPUG Regional Chapter meeting. Present a webinar or a session at a conference. We have many opportunities for you and those around you to get involved. Take 30 seconds to finish this sentence: I want to help build a Microsoft Dynamics GP community by ______________________. Then set out to make a difference. It’s our challenge in asking you to step up as a Member! We hope you enjoy this issue of the magazine. You’ll hear more about GPUG Summit and how Members grow from the experience of the event. There are also tips you can share with other Users as well as Member profiles. Thank you for all that you have done to support GPUG. Our community is indebted to you. We have so much to look forward to next year in our GPUG community! Make a great career New Year’s resolution: Take time to learn and to share your experiences with others. By sharing, you’ll be a better person for it, and others will gain. As I’ve always said, Givers Gain!

Kim Peterson GPUG Director

4 | GPUG Magazine

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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 Members Added Last Quarter (ISC)2 Advancial Federal Credit Union American Industrial Hygiene Association Anderson Material Handling Co. BancInsure, Inc. BD Biosciences - Accuri Budco CableLabs California Medical Association Central Arizona Irrigation and Drainage District College of Nurses of Ontario CPES DeliverCareRx Diamondback Drugs of Delaware, LLC Forex Capital Markets Goodwill Industries of South Central Wisconsin, Inc. Guilford Technical Community College Gutchess Lumber Co. Higher Achievement Hospice of Marion County, Inc. ImproMed, LLC Independence Oilﬁeld Chemicals, LLC In-Q-Tel, Inc. Johnston Enterprises, Inc. Kurt Weiss Florists, Inc.

Laboratory Testing Inc. Leapscape, LLC Link America Matrix Heathcare Services, Inc. Meridian Behavioral Health Metal Industries, Inc Michael Saunders & Company Michigan Health & Hospital Association Midwest Inc MVNA Oberg Farms Partnership REACH, Inc. Restaurant Application Development International Sojourner Center The MGIS Companies, Inc. The Schaefer Group, Inc. Transit Management of Alexandria, Inc. UELS, LLC United Way of the National Capital Area Universal Stainless Utah Valley University VC3 Inc. Weaber, Inc. Webb Audio Visual Communication WSI Cased Hole Specialists, Inc

Premium Partner Members Added Last Quarter ADP Adra Match AdvTrex Brittenford Systems Coe & Company, LLC Compass Technologies

Computer Support Services Inc. (CSSI) docSTAR k-eCommerce The Experts, Inc.

Shock Doctor, Inc. This quarter we’re featuring one of our newest Premium Members, Shock Doctor, Inc., by sharing a little about who they are and what they do. Shock Doctor, Inc., www.shockdoctor.com, headquartered in Minnetonka, Minnesota, is a widely recognized brand leader that uses innovative technology and design to provide superior protection and enhanced performance for people who are passionate about their sports. In addition to technologically-advanced mouth guards, Shock Doctor offers a comprehensive line of innovative performance protection products for hockey, football, baseball, and lacrosse. In 2012, Shock Doctor acquired Cutters Gloves, www.cuttersgloves. com, a leading maker of football receiver gloves and baseball batting gloves. “GPUG® is fantastic in that there are forums and collaboration opportunities to hear directly from other Customers. Shock Doctor has many technology challenges ahead – and the ability to network with other Customers and share ideas is a huge plus to GPUG. We expect to use the training content in a big way to help our Microsoft Dynamics GP Users take the next step in utilizing more tools and features as well as acclimate new Users to their job functions.” – John Lynch, IT manager for Shock Doctor Again, thank you for your contributions, and welcome to GPUG! If you, too, want to explore the benefits of GPUG Premium membership and take advantage of membership opportunities, simply visit www.GPUG.com > Join GPUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solutionspecific programming. GPUG Winter 2014 | 5

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

news regional chapter news

Nashville Chapter Takes Home GPUG 2013 “Regional Chapter of the Year” Award Congratulations to the Nashville Regional Chapter on being named the 2013 GPUG® Regional Chapter of the Year! The award was announced and presented by Whitney Derks, GPUG program coordinator, during the Regional Chapter networking lunch at GPUG Summit. Accepting the award on behalf of the Nashville Chapter were Vonzella Bryant, outgoing chairperson, Wendy Fancher, communications chairperson, and Michael Jett, membership chairperson. “The Nashville Regional Chapter was selected because of the excitement and enthusiasm I have seen come out of the chapter in the last several meetings,” says Whitney. “This chapter is innovative in their retention and recruitment strategies, and their leaders are passionate about helping their attendees learn more about Microsoft Dynamics GP. I look forward to watching this

chapter continue to grow, develop, and serve as a shining example for other Regional Chapters.” “The interest and involvement of a number of people are responsible for this, and they deserve our applause,” says Vonzella. “Charles Carnahan, chief administrative officer/treasurer at General Board of Discipleship (GBOD) believes in ‘working smarter, not harder’ and has supported our staff attendance from the beginning at Microsoft Convergence where we won our first Premium membership for GPUG. Later he fully supported the Nashville Chapter. After attending Summit for a couple of years, Kim Peterson began encouraging us to start a Nashville Chapter. When Steven Burney from Tennessee Education Lottery contacted Kim about a local chapter, she knew it was time for us to push forward. Steven was a rock and immediately agreed to take a chapter leadership role. Steven, Whitney Derks at GPUG, and Autumn Harris from Partner organization Kraft Enterprise Systems

L to R: Whitney Derks and Kim Peterson look on as Vonzella Bryant, outgoing chairperson, shares some comments. Whitney Derks, GPUG program coordinator, and Members of the Nashville Regional Chapter.

6 | GPUG Magazine

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

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 I look forward to helping our chapter 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

Winter 2014 | 7

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events sessions meetings courses

The event calendar on www.GPUG.com and the weekly GPUG速 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.

GPPC PreGAME

MARCH 3 | OMNI HOTEL AT CNN CENTER ATLANTA, GEORGIA www.GPpartnerconnections.com

Microsoft Dynamics Convergence 2014

MARCH 4-7 | ATLANTA, GEORGIA www.microsoft.com/dynamics/convergence/atlanta14

8 | GPUG Magazine

The Partner Connections Event

OCTOBER 12-14 | ST. LOUIS, MISSOURI www.thepartnerconnectionsevent.com

GPUG Summit 2014

WEEK OF OCTOBER 12-17 | ST. LOUIS, MISSOURI www.GPUGsummit.com

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 fall 2013. The most recent topics are posted ﬁrst, and if you’d like more information on any of these topics, log on to GPUG Collaborate (www.community.GPUG.com) to read the full conversation.

Smart Connect vs Integration Manager 19 Replies Posted by Deanne Rasmussen on November 6 at 2:30 p.m. Looking for input regarding Smart Connect, Integration Manager, and possibly any other similar tools. Anyone with experience using these? What are your thoughts? Pros? Cons? Thanks in advance, Deanne Rasmussen | GP administrator Wounded Warrior Project

Do you Outsource Payroll or Process it In-house? 17 Replies Posted by Evelyn Lear on November 5 at 9:08 a.m. Hello all, I currently process payroll in-house for approximately 200 employees. I am curious to know what other companies that use GP are doing. Thank you for your feedback. » Do you use the HR/payroll side of GP? » Do you use the HR/payroll side of GP to process your payroll? And then do you send it outside or ﬁnish it in-house? » Do you outsource the entire process? Evelyn Lear | American Society of Health-System Pharmacists

Multi-Entity Management for Microsoft Dynamics 11 Replies Posted by Micci Weiss on October 4 at 8:53 a.m. Looking for other GP Users of Multi-Entity Management for Microsoft Dynamics and any advice or recommendations you would be willing to share. Speciﬁcally any time savings or cost savings realized. I am especially interested in information with regard to payroll and human resources aspect. Thank you! Micci Weiss | payroll administrator | Midwest Dental

How Can I Get the Customer’s PO# to Show on a PO (POP)? 14 Replies Posted by Pam Palmer on October 2 at 7:30 a.m. I would like some insight as to how to automatically include the customer’s PO# on our PO to a vendor. Particularly when this is a drop-ship order. I had tried a few things a few years ago to no avail and gave up. Any thoughts, suggestions would be appreciated. Currently using GP 2010 SP3 (hoping to upgrade to 2013 soon) Pam Palmer | inside sales/CS rep/database admin | Temple, Inc.

Do you Have a GPUG Wish List? 14 Replies Posted by Kim Peterson on September 11 at 1:32 p.m. Love to start a conversation going called: What would you wish? GPUG is already planning activities for 2014. Is there anything on your wish list that you’d like us to do? Anything? Kim Peterson | GPUG director

Chart of Accounts 13 Replies Posted by Debbie Tuckerman on August 21 at 7:03 a.m. We have a new Fire Chief (CEO) and are considering scrapping our current chart of accounts for a new and improved one. The current chart of accounts is more than 20 years old. We are planning to use more of a cost accounting structure. Has anyone experienced the move to a brand new chart of accounts? How did you change? My thoughts are setting up a new company. Any assistance would be appreciated! Debbie Tuckerman | administrative assistant Southern Manatee Fire & Rescue District

Color Coding Multiple Companies 13 Replies Posted by Michele Keeton on August 6 at 2:10 p.m. We have multiple companies and need to switch between them throughout the day. I was told that with 2013, we can change the background color for each, so that it is more apparent which company we are working in. So far, I can only ﬁnd where to change the font color in user preferences. However it actually changes it on both companies which defeats the purpose. Does anyone know how to change this? Michele Keeton | ﬁnancial accountant | E.N. Bisso & Son GPUG

Winter 2014 | 9

Users’ Take on

Microsoft Dynamics GP 2013

Microsoft Dynamics GP 2013 is out there, and several GPUG® Members have taken the plunge. We caught up with a few of them to get their ﬁrst impressions. Do you have a story to share? Check out the thread on GPUG Collaborate (community.gpug.com) and share your thoughts!

GPUG Members

Daniela First ﬁnancial analyst Bates Container Dﬁrst@batescontainer. com

Michelle Kocher internal operations manager Delta Medical Systems, Inc. Mkocher@deltamed.net

Todd Schultz, PhD professor and director, computer & information sciences Hull College of Business, Georgia Regents University Tschultz@gru.edu

Rich Zich VP operations Mr. Beer Rickz@mrbeer.com

Number of Users

23 Users

40 Users with 20 User Licenses

About 120

5 Users

Upgrade Date

August 2013

Testing since September 2013 with full deployment in January 2014

Tested on Microsoft Dynamics GP 2010 and implemented on 2013 mid-stream of initial implementation

Desktop, Web, or Mixed Mode

Desktop client

Running terminal server now, but will run mixed mode in 2014

Mixed mode

Remote desktop client

Best Feature

Choosing your printer!!

Web client – We’re currently testing it, and I can’t wait until we’re up and running it in our live system. As a field service organization, we had been trying to find a solution to give our field employees quicker access to Microsoft Dynamics GP and still allow them to use features such as SmartList. When I found out there would be a web client in Microsoft Dynamics GP 2013, we immediately began planning for the upgrade.

Web client was a real motivation for making the move.

There are so many compared to using our older software that it is hard to go into details. We had three separate systems, so the integration of everything is the best function that we are beneﬁtting from.

Contact Information

10 | GPUG Magazine

(Note: We are a Microsoft Dynamics Academic Alliance member institution and are using Microsoft Dynamics GP 2013 in a few courses. These are student Users performing some key accounting and supply chain processes and not deep, functional Users. As such, our total number of Users is kind of “a mile wide and an inch deep”.)

Daniela First

Michelle Kocher

Todd Schultz, PhD

Rich Zich

Greatest Upgrade Challenge

Backing up everything and setting up third-party software

Managing the upgrade of our customizations. We had several customizations that were not well documented, and it took a lot of troubleshooting to ﬁgure out how to get them upgraded. If it weren’t for our customizations, the upgrade would have gone much smoother.

Very few challenges all in all, but given our situation, we do not have any legacy data or customizations – using Microsoft Dynamics GP 2013 was a “green ﬁeld” deployment. Conﬁguring the web client was a little tricky.

Instead of importing, we hand-entered 18 months of data. We used this as a training piece for everyone, and now we have a really good handle on how transactions work.

Peer Advice

Back up everything and go for it!

Set a plan, document customizations, and test the entire system, including all third-party products that integrate with Microsoft Dynamics GP. When you think you have ﬁnished testing, test it again.

Spin up a test copy, naturally, and have a few key Users work through your typical scenarios. If you try the web client, be sure the Users can also access the more familiar desktop client at least for a while. While the web client matches existing functionality amazingly closely, there are enough differences and “aha” moments to be frustrating at ﬁrst.

Ensure you look closely at the new functions that the licensing model gives you because there are features that are now standard that one may not have known they had access to.

ENHANCE THE FUNCTIONALITY OF YOUR

MICROSOFT

DYNAMICS SYSTEM KTL Solutions delivers custom-built applications that help Dynamics GP Customers and Solutions Developers across the country improve user productivity. Apps such as KTL FastAP, KTL PR Security, and KTL User Activity Tracking allow customers to streamline processes and worN more eIĺciently in their day to day business activities. KTL SoItware Development allows us to customi]e all oI our apps to ĺt the customer’s particular needs. In a time when every minute counts, KTL Solutions provides products that will help you work faster and more efĺciently than the competition.

KTL SOLUTIONS

SOFTWARE

www.ktlsolutions.com | 866-960-0001 | sales@ktlsolutions.com Winter 2014 | 11

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user member showcase

As Seen On TV – Sort Of

COMPANY Forensic Technology HEADQUARTERS Montreal, Quebec INTERVIEWEE Beat Bucher (a.k.a. @GP_Beat) EMAIL Beat.bucher@contactft.com WEBSITE www.forensictechnology.com ESTABLISHED 1991 NUMBER OF EMPLOYEES 200 MICROSOFT DYNAMICS® GP USER SINCE 2005 NUMBER OF USERS 120 GPUG® MEMBER SINCE 2011

12 | GPUG Magazine

hen asked what Forensic Technology does, Beat Bucher, who has worked there since 2009, has a pretty succinct answer: “Have you watched CSI?” It’s a bit more complicated, though. The company, which is based in Montreal and employs nearly 200, was born of a chance conversation between the company’s founder and a member of the Royal Canadian Mounted Police at a child’s soccer game. The topic of discussion was the difficulty of retrieving evidence from a crime scene and moving it to a lab for analysis, which consisted, at the time, of comparing it to thousands of other samples and hoping for a match. Forensic Technology is lauded for its Integrated Ballistics Identification System (IBIS), which was introduced in 1991 and to this day suggests possible matches between pairs of spent bullets and cartridge cases at speeds far beyond human capacity. More than two decades later, Forensic Technology has expanded and now offers systems for document examination, crime scene investigation equipment, comparison microscopes, and a range of training options and services. And in 2009, to leverage the true power of Microsoft Dynamics GP, which was deployed in 2005, Forensic Technology hired Beat. “I had worked with Microsoft Dynamics GP for five years by then, so I knew it well,” he says. Initially he worked on the IT team, but recently he – along with control of the system – transitioned

over to finance. “I’m now learning it inside-out from the financial perspective,” he says. Regardless of which team he belongs to, Beat’s goal remains the same: bring the right information to end Users more quickly and in a way that’s easier for them to leverage. “Our Users are project managers, and they want numbers that show expenses on big projects,” he says. “Almost all of our reports are based on data that’s extracted from the system and then presented in Excel.” Beat has also led efforts to provide the finance team with a deeper understanding of the inventory. “We started creating monthly reports that show the total value of inventory – such as the servers and screens and the nuts and bolts (literally) that go into building a system,” he says. “These reports help address and resolve discrepancies in inventory.” Beat also considers the company’s HR team a client. “I showed them some of the great things they could get out of the system provided we put the data into the system,” he recalls. “We now use Microsoft Dynamics GP to generate reports showing the total value of each employee’s compensation, including salary, benefits, and training. The HR team is also using the system to administer budgets for annual raises, for example.” HR and finance aren’t the only happy customers. Beat and his team received an award in recognition of their work from the company president, and, at the recent GPUG Summit in Tampa, Florida, Beat was named a 2013 GPUG All Star. Beat credits part of his success with Microsoft

Dynamics GP to his access to User groups. “Since I started working with Microsoft Dynamics GP in 2003, I’ve been able to ﬁnd the information I need on the User group forums,” he says. “I relied on them to quickly get in touch with already established Users and consultants.” Today, he’s a big fan of the move from forums to communities. “When Microsoft decided to establish real communities, I joined them pretty quickly to get my feet wet,” he says. “Over time I found that I was not only posting questions, but also posting a few answers as well.” In fact, a major factor in landing his position at Forensic Technology in 2009 was the arsenal of knowledge he’d acquired as a result of participating in the forums and communities. Participation in the Microsoft Dynamics GP community led to Convergence, which led to a Premium GPUG membership, which Beat recommended Forensic Technology purchase based on the value of the webinars and other training. The launch of GPUG Collaborate opened up another avenue for Beat to share his knowledge, answering fellow GPUG Members’ questions on a daily basis. Not one to kick back and relax once he’s achieved something, Beat is currently working on launching the Montreal Chapter of GPUG, which he hopes to launch in early 2014. “I’ve realized that an important component of community is local,” Beat says. “At GPUG Summit, I connected with an ISV from Montreal to check the interest for their Customers. I also have permission from Microsoft to use the facility here in Montreal to host the meetings of what I believe will be the ﬁrst French-speaking GPUG chapter.” GPUG

Coast to Coast Sales Tax Solutions

www.KampData.com Ask for a free demo! Tel: (702) 948-6554 photographs by Bryce Edwards and b k joiseyshowaa

Winter 2014 | 13

t&t

TIPS & TRICKS

Custom Payment Terms and Distant Discount Dates by Paul Crabb

Overview There are a wide range of vendor payment terms besides the standard Net 30 or Due Upon Receipt. Becoming familiar with the Microsoft Dynamics GP Payment Terms Setup will enable you to create tailor-made payment terms to help protect your organization’s credit rating and take advantage of early bird discounts from vendors. This tip provides an example of the ﬂexible options for Payment Terms Setup and outlines a way to handle a vendor discount cutoﬀ date that falls in the month following the invoice date.

» » » » »

t PROX_2%10TH_NET25TH (Next month_2% discount if paid by the 10th_due by the 25th) Set the Due option to “Next Month” and enter the due date (25). Set the Discount option to “Date” and enter the (next month) discount cutoﬀ date (10). Set the Discount Type option to “Percent” and enter the discount percentage (2%). Check Calculate Discount On: “Sale/Purchase”. Remember to check “User Customer/Vendor Grace Periods for Date/EOM Payment Terms”.

Instructions Imagine you are doing business with a new vendor who is offering a 2% discount for early payments. Sounds fine so far, but there is a slight complication. The vendor’s billing department expects payments due in the month following the invoice date, rather than a general Net 30 days, and that also affects the discount. The discount date is the 10th day of the following month, and the invoice due date is the 25th day of the following month. Can Microsoft Dynamics GP payment terms be configured to meet those specific requirements? Yes, as shown in the following example. Pushing out the discount date to the next month is possible by (A) enabling the Discount Grace Period Option in the Payment Terms Setup window, and then (B) using the Discount Grace Period Field on the Vendor Maintenance Options window.

PAYMENT TERMS SETUP WINDOW Administrative Navigation Pane > Company > Payment Terms

» A descriptive Payment Terms ID is helpful to your Accounts Payable Users. In this example, the “Prox” is short for proxima (nearest) and means next month.

14 | GPUG Magazine

VENDOR MAINTENANCE OPTIONS WINDOW Purchasing Navigation Pane > Cards > Vendor > Options Button

» In the Vendor Maintenance Options window, select the Payment Terms ID and enter the Discount Grace Period. In this example, entering “10” as the Discount Grace Period will automatically move the Discount Date to the next month because the Payment Terms Discount Date is also set to “10”. » The following explanation is from the Microsoft Dynamics GP Help window. Vendor Maintenance Options > Help > About This Window > Fields (Discount Grace Period)

» » » »

Complete the Doc Date and other required fields. Open the Payables Payment Terms Entry window. Click the Blue Expansion Arrow next to the Payment Terms field. Confirm the Due Date and Terms Disc Date are correct based on the invoice date (Doc. Date). » In this example, dates are showing as expected: the Discount Date on the 10th of the next month and the Due Date on the 25th of the next month.

Resources / Notes » CAVEAT: There is a system limitation with this example. If the

t .JDSPTPGU %ZOBNJDT (1 )FMQ GPS %JTDPVOU (SBDF 1FSJPE ﬁeld: “If the document date plus the number of grace period days is the same as or later than the payment terms discount date, the discount date will move to the following month.” » We know the document date will be at least “1” for the ﬁrst of the month, so setting the Vendor Discount Grace Period to “10” will create a total that will always be greater than Payment Terms Setup Discount Date of “10”. t .JOJNVN EPDVNFOU EBUF PG EJTDPVOU HSBDF QFSJPE days = 11 t JT HSFBUFS UIBO UIF QBZNFOU UFSNT EJTDPVOU EBUF TP the Discount Date will move to the following month. RULE OF THUMB: Set the Vendor Discount Grace Period the same as the Payment Terms Discount Date to move the Discount Date to the next month. ENTER A TEST TRANSACTION TO MAKE SURE THE PAYMENT TERMS ARE CORRECT

PAYABLES TRANSACTION ENTRY WINDOW Purchasing Navigation Pane > Transactions > Transactions » Entering the Vendor ID will populate the default payment terms.

invoice date happens to be the 31st of a month (January, March, May, July, August, October, or December), the Due Date and Discount Date will be pushed forward two months, instead of one month. In that rare event, the Due Date and Discount Date need to be changed at the AP transaction level. The solution is less than 100% but much more reliable than manually adjusting the dates for every invoice. » TWO STEPS: In this particular example, the Payment Terms Discount Date is dependent on the Discount Grace Period being populated in the Vendor Maintenance Options window. If the Grace Period is left blank, the Discount Date will fall within the invoice date month and not the next month. » It’s a good idea to use the Microsoft Dynamics GP Help Menus when working with any unfamiliar window or field by clicking “Help > About This Window”. GPUG Paul Crabb is a financial systems analyst for Sempra U.S. Gas & Power, a company that “develops clean power solutions in markets throughout the U.S. with a focus on zero and low-emissions fuels”. Over the past 10 years with the Sempra companies, Paul has held front-end support positions for finance and accounting applications, and for the last six years has been a member of his company’s Microsoft Dynamics GP Support team. During the 2012-2013 timeframe, Paul participated in the GPUG® Professional Certification in Accounts Payable Program (PCAP), an experience that has proven to be value-adding to his current position. Winter 2014 | 15

NAME THAT PHOTO CONTEST Congratulations!

You can’t beat John Lowther’s excitement

Congrats to KAREN RYMAN from

at GPUG® Summit! He was our ﬁrst User

REHABVISIONS for her winning

to enter the Expo this year. What do you

submission, “My hat is better than his

think he was so excited to see when he got

hat.” Karen – your prize is in the mail!

through those doors?

What would you name this photo? Simply email your submission to Captioncontest@ GPUG.com. The winning submission will be printed in the magazine’s next issue.

16 | GPUG Magazine

topic on

...with GPUG Members

GPUG Summit 2013 was an incredible experience, and it wouldn’t be what it is without YOU! Posted here are just a few of the comments we received from this year’s event. Thank you to this year’s attendees. We hope to see you next year!

Joe Brenkus

1 | Aaron Back

Griffin Brothers I thank the owners of my company for allowing me to bring two of my key team members with me this year for their first Summit. As this was my second year, I continued to gain knowledge at all the breakout sessions; however, my greatest joy was meeting up with my colleagues after sessions and seeing the spark in their eyes as they talked about the cool stuff they learned and how they could improve the value of our department to the company in sharing information and doing their work (since except for one session, we split up to conquer as many sessions as we could). By the end of day three we were all on brain-overload and looked forward to getting back to our office to debrief and organize a game plan to implement some changes. In addition, we discussed how we bring this back to our other team members and more use of “lunch and learn” sessions to continue elevating us all throughout the year.

Gorilla Glue Learn from other Users’ experiences. Hear from subject matter experts. Bring back knowledge and information to enhance your business.

Debbie Tuckerman Southern Manatee Fire & Rescue District I attended GPUG Summit for the ﬁrst time this year. It was wonderful! All the information and people that I met will enhance my work skills immensely.

2 | Debbie Clark Entertainment One The collection of information, both from presenters and attendees, is extremely useful for any organization. I think EVERY company using Microsoft Dynamics GP should attend GPUG Summit.

3 | Jeff Morlen Delta Medical Systems GPUG Summit is the one place that a Microsoft Dynamics GP User can go to discover all the options they have when using their product. Being able to talk to subject matter experts, and even Microsoft, makes this an essential learning tool for Microsoft Dynamics GP.

4 | Shawn Dorward Southeastern Freight Lines, Inc. GPUG Summit provides the needed tools to get you and your team to the top! GPUG Winter 2014 | 17

member in action Taking a Flexible, Student-Centered Approach to

HIGHER EDUCATION COMPANY: Excelsior College HEADQUARTERS: Albany, New York INTERVIEWEES: Bill Stewart and Tom Weaver EMAIL: Wstewart@excelsior.edu and Tweaver@excelsior.edu WEBSITE: www.excelsior.edu ESTABLISHED: 1971 (originally known as Regents College) NUMBER OF EMPLOYEES: 500 employees/1,400 (adjunct) faculty MICROSOFT DYNAMICS® GP USER SINCE: 2002 NUMBER OF USERS: 13 GPUG® MEMBER SINCE: 2008

18 | GPUG Magazine

or millions of adults who want to finish the college degree they started during a different phase of their life, the words “so close, yet so far away” are hardly a cliché. After moving for the sake of their career, or starting a family or a business, or signing up for a tour of duty with the military, the task of finally earning the required credits becomes increasingly arduous. Harnessing the power of technology to help people earn the credits they need to complete a college degree is at the heart of the mission that’s been driving Excelsior College for 42 years. And even after nearly two decades supporting the mission, it’s at the heart of Bill Stewart’s enthusiasm. As assistant vice president for institutional advancement, Bill is proud of the college’s insistence on taking a flexible, student-centered approach. “Our courses are available to military personnel and to civilians,” he says. “They are delivered online so that no matter where you are, you can log in to take your courses. We also have some available on CDROMs for those who work on submarines or in other places where they don’t have reliable Internet access.” Founded in 1971 by the New York State Board of Regents and formerly known as Regents College, the school’s initial development was funded by grants from the Ford Foundation and the Carnegie Corporation. In 1998, the college was granted a charter to operate as a private, non-profit, independent institution that became Excelsior College. Bill describes Excelsior’s technology infrastructure as a series of bridges connecting numerous different systems, many of which were developed in-house due to the school’s unique requirements. Excelsior relies on Microsoft Dynamics GP for financials, and Bill considers the college’s membership and participation in GPUG “a no-brainer.” Excelsior, which has more than 150,000 graduates and is accredited by the Middle States Commission on Higher Education, offers programs ranging from associate degrees to post-graduate certificates, with areas of study running the gamut, from cybersecurity to nursing. Several of these have specialty accreditation as well. But what really sets Excelsior apart, Bill says, is the value it places on all learning. “We believe that what you know is more important than where you learned it,” he says. “People come to us with several transcripts from other institutions. Our credit acceptance policy is broader than most. We also consider military training and recognized corporate education programs. We evaluate the prior credits that applicants bring with them, compare these to our faculty-determined degree criteria, and then award as much credit as appropriate.” For the 2012-13 academic year, Excelsior accepted 671,000 credits that, had students been required to retake, would have cost $262 million. “You hear a lot about the need to lower the cost of higher education,” Bill says. “We’re doing just that by honoring what our students have already learned rather than requiring them to pay for courses that cover the same ground.” Bill says that Excelsior fosters a learner-focused environment. “As there is with campus-based learning, there are good and bad online experiences,” he says. “It depends on the faculty, the syllabus, and the students. Some students thrive marvelously online. Some also do extremely well studying independently. It’s all about the outcome of the learning process, not the inputs.” Criticisms of online learning, according to Bill, are usually made with traditional-aged college students in mind. “Online courses may have drawbacks for an 18-year-old, but there are tremendous benefits for the adult learner,” he says. Most adult students are trying to balance work, family, and other commitments while pursuing their education. The typical Excelsior student, according to Bill, is the mid-career adult who has some college

credits but no degree, of which there are some 34 million in the U.S. alone. Like the woman who had worked as a respiratory therapist in Atlanta, who was intimidated when she first began working toward her degree in health sciences but who eventually became comfortable with the high expectations others have of her. And each of the two women, one from New York City, the other from Houston, whose friendship began when one bought a textbook from the other. They collaborated and got to know each other online as they worked toward their degrees, and then met onstage when they delivered a joint commencement address (part in English and part in Spanish) at Excelsior’s campus in Albany, New York. In fact, it’s the commencement ceremonies that really drive home the value for Bill. “Even though we’re an innovative, technologydriven learning institution, we have a traditional commencement ceremony,” he says. “People bring their families. Kids watch their mom and dad go across the stage. You go into the room where they’re putting on their robes, and it’s like they’re giddy teenagers. They’ve fulfilled a dream that would have taken many, many years otherwise. They’re meeting their fellow students in person for the first time, people with whom they’ve worked through many an academic challenge, and it’s exciting.” GPUG

Winter 2014 | 19

t&t

TIPS & TRICKS

Need a Time Saver? Check Out Pre-posting Payroll Reports by April Bauer ately have you set up a new benefit or deduction? Added a garnishment and worried about whether it is calculating properly? Now you can run a Pre-posting Payroll Report (PPR) before you finalize payroll. Microsoft Dynamics GP offers pre-posting reports for the following: » Benefits » Check Posting » Deductions » Departments » Distribution Reports Both in Detail and Summary » Local Taxes » Pay Type » Position » Shift Code State Tax » Tip Allocation » Vacation/Sick Time Accruals The best part? They only require a click of a button. You will need to go to Microsoft Dynamics GP>Tools>Setup>Posting>Posting.

20 | GPUG Magazine

Select “Payroll” from the Series dropdown list and then “All” from origin. Scroll down to the box, and on the bottom, start selecting the reports you want. As always, you have the option to send the reports to the screen, a file, or a printer. You will get the reports after the Calculate Check window has completed. This will allow you to review and make any changes necessary before payroll is posted. To make changes, you will need to make any changes on the employee level and then rebuild your pay run. Remember, you can turn these reports off and on as needed – so if you are adding a new benefit or deduction and want to double check, just “click” the box for Deduction Register-PPR and Benefits Register-PPR, and you will have everything you need at your fingertips. GPUG April Bauer is CIO/CFO for CCP. She can be reached at 651-646-2400, ext. 524 or Abauer@theccpinc.com.

Congratulations to John Olley from Kenco Management Services, LLC for winning the Fall

Academy

2013 Word Find. Your prize is in the mail, John! Below are 25 words that relate to the topics

Affordable Care Act

and theme 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

All Star

to win a gift certiﬁcate; simply scan and email your entry to Wordﬁnd@GPUG.com.

Business Computers Software

I T F X F L N K S J Y S X W D E V E N T S E U R K

V C F D V K G W H S F B H D T W N Y N Z Z R O L Z

X U T I M M U S Q I E A V A U X C X F G K A W O B

V S X M G Z O T C J V C R U R C W B A I R W I R S

M T V N R R Z H J C W O C E J I F B Z R Z T V E W

Z O I J C B A H F Q B J T U N P N T X P T F Y G E

P M G Y Z A B L B A K L W T S O Y G E F Q O S I T

P P D M Y V L G L E Q Y T I N U M M O C C S E O C

P A X E K K V L J O I I X X C S Z S G B V S P N A

K Y K D M D O J S P D D D Q F R O C K D M R G A E

X M Y A K C T L S T T N Z M C R B E P A B E P L R

W E I C F I V K Y X A W O Y C I W J T S Z T F C A

N N G A Z B F S N S P R S I K I E V X U N U X H C

L T K Q H N R K A E L H M K L F K T P Z U P N A E

D T B B E X C E L S I O R C O L L E G E R M K P L

Q E M P V Y G O L O N H C E T C I S N E R O F T B

E R R A I A M L W E O U S F P E Z M H O J C O E A

L M W E B I N A R I A J X T F Y C P T S E S O R D

L S R C K I P B B I T R Z A J O D D F S A S F L R

I A W W M K W E X V Z H N S M M E F Z U F E M C O

V E E X P E R I E N C E S I S R O T A F Q N M J F

H A Q L K A G E M D G K C X N U V W I G W I U I F

S Q L T T W I C B W S S X K B G E J Z R P S A V A

A J U A R W A S J S H O C K D O C T O R W U D M G

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

Collaborate Community Custom Payment Terms Derek Krebs Events Excelsior College Experiences Forensic Technology GPUG Learning Microsoft Million Dollar Gift Nashville Networking Regional Chapter Sharing Shock Doctor Success Summit Webinar Writeoff

Winter 2014 | 21

MILLION

The

DOLLARGift

illustration Matt Mastrud

our non-profit has just received an unrestricted donation of $1,000,000! And if your organization is anything like mine, this is the time for making resource allocation decisions. Decisions made now could have a huge impact on your ability to drive the mission of the organization. So, where is the first place that funds will likely be invested? They will go to your program services, of course. Accounting is one of the few places typically granted funds when there is an excess. Ignoring the opportunity to invest in efficiencies could have huge long-term costs to the mission of the organization. An investment in accounting, and specifically Microsoft Dynamics GP, could change how you operate – just like it did for me and my team. In the last five years, my team has spent an incredible amount of time turning every process, procedure, and function on its head to find a better way to reach objectives. The end result has allowed us to double the volume of transactions and add new tasks with the same number of personnel. Here are two of the most transformational investments that allowed us to fundamentally change the way we do business.

GOING PAPERLESS with MICROSOFT DYNAMICS GP If I stacked our paper records from a 12-month period five years ago, the pile would be more than 30 feet high. This year, that stack will be a manageable 10 feet high. Not only have we reduced our fire hazard, but we’ve also significantly reduced paper cuts! We’ve created a paperless system that extends

22 | GPUG Magazine

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

feature from accounts payables and receivables to general ledger transactions and everything in between. We no longer pay late fees because an invoice got “lost” on a manager’s desk, awaiting approval. Our managers can approve invoices to be paid from on the road, and double check the GL account coding to ensure it hit the appropriate budget. AUDIT CONSIDERATIONS: With increasing reliance on technology, assurance that internal control is adequate will require more sophisticated measures. Auditors cannot simply audit “around the box” anymore. The paperless world contains many of the same risks that existed previously, and appropriate controls need to be designed and implemented to mitigate these relevant risks, as well as the new risks that technology brings. Incompatible duties need to be appropriately segregated, not only functionally (staff A does this, staff B does that), but also logically (the system only allows staff A to do this and staff B to do that). System access controls should ensure that personnel do not have the ability to process a transaction from beginning to end (initiation, authorization, recording, and processing). Controls should ensure that all transactions are properly authorized and that they are recorded completely, accurately, and timely. Technology also provides the opportunity to replace or enhance some manual controls with system-level controls (application or IT-dependent manual [ITDM] controls). These controls need to be properly understood and evaluated. In addition, consideration should be given to IT general controls (ITGCs). ITGCs support the continued functioning of application and ITDM controls. Typically, management implements procedures to: » Determine that all changes to applications, interfaces, databases, and operating systems are properly authorized, tested, and approved before they are implemented to ensure quality and intended functionality; » Determine that only authorized persons and applications have access to data, transactions, and master files, and then only to perform specifically authorized functions; » Perform back-up and recovery, schedule programs and monitor processing deviations, and perform problem and incident reporting monitoring. Oh, and don’t forget to implement appropriate data retention policies. You don’t want to come up empty on auditor, legal, or other requests. This is obviously not a comprehensive list of all audit considerations. Management, internal auditors, and external auditors should perform appropriate risk assessments and plan accordingly.

banking technology, we can now run these checks through a remote deposit capture (RDC) device that reads all of the information (including an amount) and prepares deposits within minutes. In addition to deposit technology, we are utilizing the capabilities of EFT (e.g., ACH) payment processing instead of processing a paper check, putting it in an envelope, and sticking a stamp on it. AUDIT CONSIDERATIONS: Regardless of whether or not funds are deposited or remitted electronically or via hard-copy checks, measures should be taken to ensure appropriate segregation of incompatible duties. No one individual should have responsibilities over and/or systemlevel access in all aspects of the cash receipt or cash disbursement processes. Access to RDC devices, EFT/ACH systems, and banking systems should be secured, including the use of usernames and passwords, and restricted to authorized personnel. For deposits, hard-copy checks should also be secured prior to, during, and post scanning and transmission, and should be shredded (dual control recommended) after a reasonable period of time. Controls should ensure that RDC-scanned items are processed only once (i.e. they cannot be subsequently scanned or deposited at a branch). Control totals (physical counts and amounts) should be used in a reconciliation to ensure that the checks received are recorded in the GL and scanned into a batch in the RDC device completely and accurately. Bank reconciliations should also be performed to ensure that the bank’s deposit records agree to the checks submitted. For EFT transactions, controls should be implemented to ensure that the amounts submitted for payment are appropriately authorized and are complete and accurate. It’s worth it to research how you can utilize Microsoft Dynamics GP to impact efficiencies. Try to find one of the most inefficient, timeconsuming processes and see if the solution can change the way you do business. Try and find the right software to perform the right task. Research all of the costs involved – both initial and ongoing costs. Then look at the time and long-term cost savings. You now have a compelling case to present to the organization’s decision makers. Making changes to the way you process transactions can free up significant time, allowing staff to engage in more value-added endeavors. For example, instead of spending hours entering bills, your AP clerk can research vendors to identify costs savings. Investments in technology in the long run will help you expend more resources to fulfill your charitable mission – since that is why you exist! GPUG

ELECTRONIC BANKING

Stacy Weight, CPA, serves as controller at Children’s Miracle Network Hospitals in Salt Lake City, Utah. She can be reached at 801-2147477 or Sweight@cmnhospitals.org. Stacy is also the leader of the Utah Regional Chapter, an opportunity which gives her team the ability to expand their leadership and training skills through presentations they deliver at chapter meetings.

Stacks and stacks of checks every day that were 10-keyed multiple times and driven to the bank…before Microsoft Dynamics GP, that’s the process we went through to deposit funds from our generous donors. Hundreds of hours per week were spent ensuring that the check total that we processed was accurate. With advances in

Winter 2014 | 23

microsoft member showcase

Chad Sogge, Kevin Racer, and Brian Meier Chad Sogge

Kevin Racer

Brian Meier

24 | GPUG Magazine

PUG® sat down with Microsoft Dynamics GP product management team members Chad Sogge, group program manager, Kevin Racer, senior program manager, and Brian Meier, senior program manager lead, to talk more about the Microsoft Dynamics GP web client and its adoption amongst Users, an update on Business Portal, and a glimpse at “GP Next”. GPUG: Let’s start our conversation with a focus on the web client of Microsoft Dynamics GP. How is adoption amongst Users? Chad Sogge (CS): We introduced the web client on December 12, 2012, so it’s been in the market for a year now, and adoption is coming along nicely. We are seeing more and more Customers use a mixed load deployment, which means a traditional on-premise installation for power Users and then other Users gain access via a web browser. We have a few case studies in the works and have built out the financial and distribution capabilities through hosting Partners for new Microsoft Dynamics GP Customers. Another thing we’ve done is implemented a rapid-release cadence. HR/Payroll for web client was released in the first half of 2013 with Project, Field Service, and Manufacturing following in the second half of 2013. These additional web client modules broaden available functionality for Microsoft Dynamics GP Users. GPUG: What are some of the benefits of a mixed mode deployment? CS: It’s a simplistic deployment that eliminates the need for terminal services for Users in remote or multiple branch locations. Kevin Racer (KR): When you look at Customers who have Microsoft Dynamics GP hosted entirely by a Partner, they’re using the web for everything, so the deployments now run the range from traditional on-premise to mixed to online. The next release of Microsoft Dynamics GP is

set for early 2014, and it builds on work we’ve done for the web and desktop clients. When we add new features, they’re now rendered in both clients. For example, we’ve done a lot of work on requisitions, and that work will show up in both clients at the same time. GPUG: What can you tell us about Business Portal? Brian Meier (BM): Going forward, we’re looking at bringing traditional Business Portal functionality right into Microsoft Dynamics GP. Applications such as Time and Attendance, Sales Orders, and Requisitions that exist in Business Portal today will also be available in Microsoft Dynamics GP, and as Kevin mentioned, you’ll get them in the desktop and web clients. Another avenue of work for our team is around building Windows 8 applications to replace some of the Business Portal functionality. Similar to what we did with Business Analyzer, we’re creating apps so that Users can get access to their data and information from their mobile device. GPUG: Will those apps be available in the Microsoft store? BM: Yes, they can be found there. Starting with the Microsoft Dynamics GP 2013 R2 release in spring 2014, the app functionality will also be built directly into Microsoft Dynamics GP rather than only available as a portal. This will provide Customers with the ﬂexibility to access information from within the Microsoft Dynamics GP desktop client, Microsoft Dynamics GP web client, or through a Windows 8 companion application. GPUG: Are there beta versions of the apps that Users can try out? CS: We won’t release beta versions, but we will make them available in a sample mode that Users can then connect to Microsoft Dynamics GP. The Business Analyzer has been out since January 2013 and has had more than 12,000 downloads in sample mode.

Business Analyzer and these new apps have given us a lot of experience in publishing apps for Microsoft Dynamics GP. GPUG: What’s the response been like to Business Analyzer? BM: We’ve received positive feedback every time we’ve shown it. It’s aimed at a more executive-type User, to give them access to business information without having to log into Microsoft Dynamics GP. We’re always looking for more feedback, putting feelers out there at conferences and through GPUG to gather feedback as to how people use the app. Chad eluded to this, but we’re using Business Analyzer as a guideline to how we build our apps moving forward so that when a User gets a Windows app from us, it’s familiar to them. If they know how to use one, they’ll know how to use them all. We’ll continue to release Business Analyzer, and the requisition, procurement, and time and attendance applications will be launched around the release of R2 this coming spring. GPUG: Let’s talk a little about the investments being made in cloud services. CS: The web client was our first foray into bringing existing logic and assets into an Internet application. Microsoft doesn’t host the Microsoft Dynamics GP web client, but Partners can host it through Microsoft Azure. In addition, we have a project called service-based architecture that we’re working on for Microsoft Dynamics GP “Next”. KR: Correct. What we’re looking at is transforming the way we deliver functionality. If you think about it today, whether you’re running the desktop app or the web client, you’re using the same underlying functionality engine, and we’re going to take the Microsoft Dynamics GP engine and enable that to run in the cloud with a service interface. It’s an abstract concept, but if you think about it in terms of what you get with Office 365, it’s virtually the same – it’s a web app but has services in the cloud that run it. If we offer up our functionality as a service, so applications can consume that service, it’s a set of functionality where everything is available “in the box”. This also opens up what apps we can offer as well as enables Partners to offer their own apps. This is a stepping stone to something that’s not so much in a browser but rather a suite of services. GPUG: It certainly is! What’s the timeline on something like this? CS: That would be with our next major version, Microsoft Dynamics

GP “Next”, due out the second half of 2014. GPUG: Will you be showing some of the apps and cloud-based architecture at Convergence? CS: They’ll be included in the general session at Convergence as by that time the base code for app integration into Microsoft Dynamics GP will be ready to show. GPUG: What can you tell us about Microsoft Dynamics GP “Next”? CS: The most important thing we’d like to share is that we’ve become really aggressive in how we release features and functionality. Traditionally we’ve planned major versions every 24 to 36 months and might have a feature pack in between releases. We’re now able to deliver features and functionality at incremental points rather than the next bus stop, so to speak. If you look back at the second half of 2013, we released Service Pack 2 in September, which included 25 features, from GL to Distribution to Web Client modules. When we look forward, we’re going to go more with “R” names, such as R2, R3, etc. instead of “Service Pack”, and those releases will include anywhere from 30 to 40 features. From a development perspective, we identify the big rock features, the “must haves”, and then use those to drive dates, not shipping the release until they’re ready. When that release date is ready, we’ll ship all of the other features that have been completed and tested. GPUG: Do you still look to the Microsoft Connect tool to get User feedback regarding feature requests? CS: We triage the Connect tool requests every two weeks. We see peaks in submission around events such as GPUG Summit and Convergence, and the beauty of that feedback is that it comes consistently. We have a strong community that stays in tune with the product and makes a continuous effort to go out and vote for what they want to see in a future release. GPUG: Is there anything else you’d like to share with our readers? CS: I encourage you to look at the web client. It’s not simply an all-or-nothing proposition. Those of you that need a mixed mode deployment, having both on-premise and web-based access to Microsoft Dynamics GP, especially if you have Users that aren’t routinely in the office will find great value in this offering. We’re proud to offer the power of choice in something that gives you the same database, code, and architecture. GPUG

Winter 2014 | 25

t&t

TIPS & TRICKS

Working with Writeoffs by Bob McAdam ith year-end arriving soon, many organizations are beginning to plan now for a smooth close at 12.31.2013. On the “Receivables” side of the house, writing off uncollectible amounts and reviewing unapplied documents are two tasks within Microsoft Dynamics GP that sometimes get overlooked – and yet they’re easy to perform. In Receivables Management, there is a window called “Writeoff Documents”, and most of the time when I see end Users leveraging it, they’re writing off small, immaterial amounts they don’t expect to collect or the occasional transposition error. The “Writeoff Documents” window can handle overpayments or underpayments as well as create a writeoff transaction per Customer or per document – it is really an efficient window if the need arises. If you find your organization needs to use this window for a Customer whose invoices will never be paid, please review their master record settings first because if you don’t, you may not get very far. The Customer Maintenance Options window (look for the “Options” button at the bottom of the Customer Maintenance window via Sales Cards) has a series of radial button choices labeled “Maximum Writeoff”, and if

26 | GPUG Magazine

the Customer in question is set to “Not Allowed”, Microsoft Dynamics GP won’t “find” any applicable documents to perform writeoffs on – even though you know they’re in there! It’s also a good idea to run the “Unapplied Documents” report (Reports>Sales>Analysis) to review any transactions, such as Cash Receipts, that might have been posted to a particular Customer ID but not applied all the way through. Hopefully this is not a common occurrence within your company and can be cleaned up in relatively short order. Without a doubt, now is a good time to review these details. Any preparedness plans that can be deployed before the actual year-end process begins will make this entire event that much easier to finalize. Leverage GPUG® this year and every year to assist with your flawless Microsoft Dynamics GP year-end close – and good luck! GPUG Bob McAdam is the vice president of finance at Dynamic Communities, Inc. and a past recipient of the GPUG All Star Award. He can be reached at Bob.mcadam@dynamiccommunities.com.

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

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GPUGÂŽ Academy strives to be the premier learning destination for all Microsoft Dynamics GP professionals.Â Hereâ&#x20AC;&#x2122;s what some of your fellow GPUG Members are saying about the most recent GPUG Academy training classes they took in Tampa, Florida prior to GPUG Summit 2013. Â

Reporting 201: â&#x20AC;&#x153;Bob McAdam is amazing. He not only knows this product, but also has an ability to teach.Â He is friendly and personable not only in the class, but also outside the class throughout the entire conference. The information I learned will be invaluable to streamlining our reporting requirements.â&#x20AC;? Â â&#x20AC;&#x153;Fantastic course. Iâ&#x20AC;&#x2122;m a new Microsoft Dynamics GP User, and I gained several valuable tips. Bob explained each topic thoroughly and was eager to answer questions.â&#x20AC;? Â

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Introduction to Management Reporter: â&#x20AC;&#x153;Noah did a good job of covering the material and tailoring it to the needs of the class.Â He asked each one of us to state our level of Microsoft Dynamics GP knowledge, which really helped deďŹ ne the pace of the class.Â Derek acted as a troubleshooter to keep students on track and to deal with speciďŹ c issues.Â Very good system! I learned a lot.â&#x20AC;? Â

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isv partner member showcase

Business Computers Software

COMPANY Business Computers Software HEADQUARTERS Boulder, Colorado INTERVIEWEE Dan Decker EMAIL Dan@business-computers.com WEBSITE www.business-computers.com PHONE 303-807-7184 GPUG® PARTNER MEMBER SINCE 2012

28 | GPUG Magazine

usiness Computers Software, Inc. is the developer of Time Matrix, a touchscreen monitor time clock for entering employees’ time at the front end of Microsoft Dynamics GP. Business Computers has specialized in tracking time for employees, Customers, and projects within Microsoft Dynamics GP for the past 20 years. GPUG: Business Computers has been in the industry a long time. When and how did your company start out? Dan Decker (DD): We started 30 years ago selling Great Plains accounting software before Microsoft acquired Great Plains. Back then, we focused on accounting and client inventory. Then one day, a client asked about a touchscreen time clock. We quickly found that many of our clients wanted similar functionality, so about 20 years ago, we created a time clock enhancement called Time Matrix and stopped working on the accounting side of things. When Microsoft purchased Great Plains and then offered Microsoft Dynamics GP, we were one of the first 100 Partners to sign up. GPUG: How has Time Matrix evolved since those early years? DD: Besides working with the obvious payroll modules, we integrate with Human Resources, Project Accounting, and Manufacturing within Microsoft Dynamics GP. Time Matrix is also now used as the front end for a number of back-end solutions such as WennSoft Job Cost and Horizons Manufacturing Suite. We have found more and more of our clients needing mobile access these days, so we recently released the Web Time Clock with the same look and feel of the Windows desktop version. Employees can use the two versions interchangeably, clocking in from the web and clocking out from the desktop. The data hits the same SQL tables while giving employees more flexibility.

GPUG: What type of pains do you see companies experience before implementing Time Matrix, and how does the solution solve those pains? DD: Most of our Customers deal with manual processes to enter transactions into Microsoft Dynamics GP, a pain that ultimately causes data error and is just a plain waste of billable time. Time Matrix works like Microsoft Dynamics GP and runs right inside of it acting like just another module. Because of this, everything is seamlessly integrated with their other data and takes away the error-prone manual processes that tend to hold companies back. GPUG: What else do Users love about Time Matrix? DD: Besides the automated processes and easy-touse touchscreen usability, Users and ISVs love the ability to automatically track time per employee as well as time worked on projects so they can keep proper tabs on their overall profitability. GPUG: What makes Business Computers and your solutions/services unique? DD: We are the only time clock solution that has the CfMD status for Microsoft Dynamics GP, which means we’ve undergone and passed extensive testing and are fully certified by Microsoft. We also take pride in our annual enhancement plan which offers Users unlimited support for any Time Matrix issue. This includes installation, set up, training, and ongoing questions. We also work around our Customers’ schedules, upgrading and deploying in the middle of the night or over the weekend so they don’t experience downtime that negatively impacts the flow of their business. GPUG

“South Adams County Water & Sanitation District has been using the Time Matrix time clock since Great Plains 8.0. It is a valuable add-in for our Microsoft Dynamics GP environment. The entire Business Computers staff is knowledgeable and helpful whenever issues arise, which is very infrequently. Their support of the product and of the District over the last eight years has consistently exceeded other ISV products that the District uses. I can deﬁnitely recommend this product to anyone looking for a Microsoft Dynamics GP time clock system.” – Mark Huff, technology services specialist, Microsoft Dynamics GP administrator at South Adams County Water & Sanitation District

12,000 Microsoft Dynamics community members can’t be wrong. The premier Microsoft Dynamics event is happening in Atlanta, GA, March 4–7, 2014. Here are just a few things you can look forward to: Learn.

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ACA

BRUCE LANE

SHAWN DORWARD

TERRY HELEY

AFFORDABLE CARE ACT WHAT USERS NEED TO KNOW nless you’ve been hiding under a rock, you have likely heard more than you thought possible on the Affordable Care Act (“ACA”, also dubbed “healthcare reform” and “Obamacare”) and how it will affect you, your organization, and the economy at large. GPUG® reached out to some resident ACA experts and GPUG community Members – Bruce Lane, director at Vertical Solutions, Shawn Dorward, financial systems analyst at Southeastern Freight Lines, and Terry Heley, escalation engineer at Microsoft – to get a better understanding of how this will impact Users at the organization level, how Microsoft Dynamics GP can help Users who are impacted by the ACA, and to dispel a few myths that have been swirling around media reports.

impacts that employer. In fact, there may be opportunities for those employers to offer healthcare through the exchange.” For many organizations, the 50 or more employee rule is a pretty cut-and-dried line. Organizations in the hospitality industry, hair care, retail, and so on have a little bit of math to do to figure out if they fall in the federally mandated bracket. “Ninety-five percent of our clients know if they’re over or under the 50 today,” says Bruce. “It’s not a large group defined by this bracket, but if you’re a growing business or have ebbs and flows, it becomes a situation.” Shawn adds, “Depending on your company size, you may find this unnecessary, but trust me, if growth is anticipated (and it should be), you should associate a cost for healthcare coverage with the deduction amount passed on to the employee.”

Building Their Expertise

Utilizing Your Features

Bruce’s organization has been fielding calls regarding the ACA over the last year. To keep on top of the demand, Bruce scoured for information on requirements and associated penalties as well as talked with Microsoft employees (including Terry) and labor law attorneys. “We wanted to make sure we understood the full extent of the law so we weren’t standing around, scratching our heads,” says Bruce. “We decided to take the bull by the horns and become very comfortable with how to share information with our clients and get them prepared for the changes they’ll face.” Shawn’s interest in the ACA came from personal interest at first, which turned out to be helpful information professionally as well. “I read blogs, government websites, and basically anything I could get my hands on,” says Shawn. “I wanted to learn about the ACA personally, but it carried over to the office pretty quickly.” The bulk of Terry’s expertise comes from User calls into the Microsoft support team. “Their biggest concern is getting fined and how to avoid getting fined,” says Terry. “They’re also wondering how they can generate the types of reports and monitoring measures they’ll need to stay within the new federal guidelines.”

If your organization fits in the 50 or more bracket (or if you just want to have better control on employees’ time and reporting), you are already using a tool that can help make life easier (that would be Microsoft Dynamics GP). “With the advent of the ACA, one of the key metrics is full-time equivalent (FTE),” says Shawn. “You can use SmartLists or business alerts to be notified when employees cross from part time to full time and vice versa. Also, employee notices are critical when those statuses change, so you can utilize the ‘Write Letters’ function to create those notifications.” “Also, some basic reporting functionality can go a long way,” continues Shawn. “Keep your HR and payroll in sync and consider using a variable cost figure with a healthcare deduction. The ACA can and will enforce some reporting changes, but you can automate them by ensuring your settings are accurate throughout the year so year-end reporting is just a few clicks away.” In order to help out the situation, the Microsoft team created a blog and video (see sidebar) to help Users think about what’s available now in Microsoft Dynamics GP to help with the tracking and reporting. “A lot of people wonder why Microsoft doesn’t come out with a standard report,” says Terry. “While we don’t have a standard, we do provide Users with some ideas as to how they can create a report and where they should store it. Microsoft Dynamics GP will also keep track of history if you change records, which will help when you have to run reports, such as which employees wanted or waived coverage.” If you’re looking at an upgrade and hit the 50 or more bracket, the inclusion of HR and payroll in the core package of Microsoft Dynamics GP might push you faster in that direction. “Many Users are taking advantage of that inclusion and are upgrading sooner so that they’ll get both tools,” says Terry. “They’re also implementing and using it sooner because of the benefit changes they want to implement and track.”

Putting Aside Myths Before we dive too deep, it’s important to clear up a big myth out there: » MYTH: Each organization, regardless of size, will need to purchase healthcare insurance for each employee. » TRUTH: The ACA only impacts employers with 50 or more full-time employees, with full-time deﬁned as working 30 or more hours a week over a certain period of time. “Some employers are saying this is hurting their business, and they have 10 employees,” shares Bruce. “There is nothing in the code that 32 | GPUG Magazine

Watching for Issues Business alerts can also be helpful with new employees, helping you track the number of days from hire to the offer of healthcare insurance, as well as whether or not the employee waives coverage. “Additionally, if the new hire or a current employee decides to visit the healthcare exchange on their own and qualifies for a subsidy, the employer will get a notice that their employee has qualified and will have to pay a penalty to subsidize that payment,” says Bruce. “Now more than ever, it’s vital to keep good employee records of hire dates and time records. Again, this only applies to organizations that have 50 or more employees over a certain period of time.” Additionally, if the provision of healthcare will be a new thing to your firm, you’re likely to feel a little overwhelmed by all the new details. “One way to help out with the overwhelmed feeling is to use deduction values combined with the vendor expenses and create a KPI on your dashboard,” says Shawn. “Comparing and analyzing that information will help keep you informed with real-time data, enabling you to make decisions and maybe even predict when your company will change status. It’s difficult, but not impossible.”

Looking at the Implementation The deadline for the ACA’s implementation is a little, shall we say, fluid. “As I prepared slides for GPUG Summit 2013, I had to change all the slides by one year as previously the penalties would have gone into effect in 2014, but will now be in effect in 2015,” says Bruce. “It’s going to take some time to implement these systems, even for an

organization that has around 50 or 60 employees, so I recommend that employers assume that compliance should happen in 2014 even if they won’t be fined for a year. This will give you time to get accustomed to the reporting and tracking as well as learning whether or not the plan you choose meets all eligibility requirements.” When you start your tracking in Microsoft Dynamics GP, be sure to look for glitches and update your HRP module whenever afforded the opportunity. “Be sure to leverage the community by visiting Microsoft Connect and posting suggestions or bugs so the Microsoft team can quickly respond,” says Shawn. “In addition to that, be sure to plan ahead and begin shopping for rates early!” GPUG Bruce, Shawn, and Terry have provided a list for learning more about the ACA and its impact on your organization: » Microsoft Dynamics team blog: http://tinyurl.com/ob553qa » Your healthcare benefits provider (they’re in the same boat as you – if your plan doesn’t comply, you’ll shop elsewhere) » A law firm that specializes in labor law issues (expect to pay at least $500 for a plan review…which is a small price to pay if you’re non-compliant) » Your Microsoft Dynamics GP Partner » Upcoming GPUG webinars » Fellow Users and SMEs on GPUG Collaborate » And finally, the ACA document itself…all 2,300+ pages

Winter 2014 | 33

Celebrating the

2013 ALL STARS!

he GPUG® All Star program is designed to honor GPUG Members who give freely of their time and talents to help us all learn, grow, and overcome Microsoft Dynamics GP challenges. These individuals have a passion for technology, and they are dedicated to the continued advancement and evolution of Microsoft Dynamics GP. This year’s All Stars have been nominated and voted on by the Members of the GPUG community. Thank you for taking the time to submit your nominations to recognize these outstanding individuals.

The GPUG community is fortunate to have such talented Members! In addition to our 2013 All Stars, we’d like to recognize our past All Stars and thank them for their continued contributions to GPUG: » Bob McAdams of Dynamic Communities

» Howard Swerdloff of The Experts, Inc.

» John Lowther of Sta-home Health & Hospice

» Mark Polino of Integrated Business Group

» Richard Whaley of Accolade Publications

» Zubin Gidwani of Dynamic Budgets

Thank you, again, to all of our All Stars! Their participation in GPUG demonstrates their commitment to Microsoft Dynamics GP, and we all beneﬁt from the knowledge and passion they bring to this community. GPUG 34 | GPUG Magazine

MICHELLE KOCHER

TERRY HELEY

BEAT BUCHER

internal operations manager Delta Medical Systems

escalation engineer Microsoft

About Michelle Michelle has been an amazing advisory board Member, always providing ideas on how to become better and more relevant to the Microsoft Dynamics GP community. Some of her many community involvements include representing Users on the Microsoft Dynamics Convergence Customer Advisory Board, leading the Field Service Special Interest Group (SIG), leading the Wisconsin Regional Chapter, and regularly speaking at GPUG webinars and events. “It’s an honor to be nominated with all those out there in the community,” says Michelle. “I’m not a consultant, I’m not a Partner, I’m not at Microsoft, I’m not a ﬁnancial person, and I can still have an impact. There is so much that goes into building the community, and I will continue doing what I’m doing to try to help out and give back.” “Overall, my general feeling is that GPUG has been a great org for the Users,” continues Michelle. “If you put the time and effort into the group, you’ll get a lot out of it. Get involved and reap the rewards.”

About Terry If you use Payroll or Human Resources, you know that Terry is the person folks go to for answers. She is a mentor for many in the community by sharing and caring, leading a monthly GPUG SIG on HR/PR, and keeping people up to date through our newsletter, GPUG Magazine, and Collaborate. On being named a 2013 All Star, “It was amazing. I was very surprised,” says Terry. “It went through my mind: There are so many more people that deserve this more than me.” “The GPUG community is so amazing, and there are so many great people,” continues Terry. “There’s always more that I want to do in the community, but it’s hard to get time to do it. We have a great community for Microsoft Dynamics GP, and I love being part of it. I feel every one of us is an All Star, training and helping other people.”

Microsoft Dynamics GP business analyst and Microsoft Dynamics GP platform administrator Forensic Technology WA Inc. About Beat Beat is always answering questions on GPUG Collaborate using his years of IT and financial experience to help others. He’s out there helping people every day and has definitely become a brand on Collaborate. “I didn’t think I was that much noticed in the community,” says Beat. “To me, this represents the ultimate recognition from my peers, especially in a community where more than anywhere else it’s about your engagement and participation in the community.” All Star recognition has helped Beat form some goals for 2014. “This gives me some more push to pursue a goal that I’ve had over a year to open a Regional Chapter in Montreal,” shares Beat. “I’ll also continue to work hard on sharing my knowledge with the Ontario Regional Chapter, on Collaborate, and with other community forums, as well as work on my blogs – I just have to find the time.”

MINUTES WITH GPUG’S VOLUNTEER OF THE QUARTER

Derek Krebs, principal consultant at MSX Group, LLC, has been selected as the GPUG® Volunteer of the Quarter. Derek was selected based on his contributions to GPUG Summit 2013 (he presented 19 sessions over two days!!), GPUG Academy (16 classes in 2013), CPM SIG leadership, and more! Thank you so much for all you do, Derek! Who is a person who interests you on Twitter/Facebook/LinkedIn right now? The Kardashians and Miley Cyrus. Not sure why they interest me so much, but their publicity and branding have made them so successful. On my desk right now is… A single laptop and not much else since I travel for work a lot, and I have a portable desk. My 3 goals for 2014... 1) Travel less (from answer above); 2) Cherish every day with friends/ family/workers in the most positive way; 3) And, of course, spend more time with the GPUG community! What I do when I’m not at work... Enjoy the outdoors. The best advice I ever received... “Measure twice and cut once”, from a carpenter adage, as it relates to client software projects and daily activities.

Winter 2014 | 35

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36 | GPUG Magazine

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Mark your calendar... to meet us in St. Louis! The Week of October 13, 2014

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DYNAMICS GP USER GROUP CONFERENCE

Winter 2014 | 37

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ﬁnd the

logo

Congratulations to our Fall 2013 contest winner, Richard

Mwangi from

Beaumont Products Inc.! Richard found

action

MEMBER IN

helping side of things, while others want to see that you’re being financially efficient,” she says. “Putting those two things together is very important for any nonprofit, and my goal is to integrate them within the finance area.”

the logo on page 25 of the Fall 2013

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.

That said, Vonzella does venture out of her own department. “As staff, my colleagues and I get the chance to participate in a lot of the activities that are going on, and we take roles in helping out in the various communities,” she says. In the recent past, she’s participated in a variety of activities including bagging toys, sorting food for holiday baskets distributed by a food bank, delivering Meals on Wheels to a nursing home, organizing a library and a kitchen for an area youth agency, and helping with a survey conducted by The Contributor, a street newspaper that focuses on issues surrounding homelessness and poverty. “What I really like about this job,” she says, “is that there is always an opportunity to do something for someone else.” Vonzella’s dedication to doing for others doesn’t start or stop with her job. She’s on the board of the Urban League of Middle Tennessee, where the mission is to help people get to work. At the Urban League, as well as in her role with the church, her official duty is managing the numbers. But that’s only the beginning. “There are opportunities to help other people regardless of your position, or the organization, or even what you’re doing,” she says, citing a recent company picnic that included a bake sale to raise funds for a summer camp as an example of how people live out various ministries. For Vonzella, the ministry occurs at a very basic, very individual level. “People are bright and smart, and it only takes one opportunity to differentiate us,” she says. “I am helping people now, but five years from now I may need to rely on someone helping me.” GPUG

Clockwise from top left: Staff person cleaning up the kitchen during a Lent Service Retreat for youth. Helping senior citizens plant a garden (taken at Microsoft Convergence 2013). Helping Comcast Cares with Nashville Urban League make bookshelves for local school classrooms. Making banners to decorate a local nursing home at Christmas time. Vonzella and GPUG Vonzella brings her talents to the GPUG community through her leadership of the Nashville Regional Chapter. We’re glad to have her as part of our Regional Chapter leadership team!

Fall 2013

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

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38 | GPUG Magazine

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 40 Horizontal................Page 45 Services...................Page 56

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 Vicinity Manufacturing

INDUSTRY

Data Masons Software 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.

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.

Apparel

Churches and Ministries

Condominium Developers

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.

Rimrock Corporation 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.

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.

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

Chemicals

Consumer Packaged Goods

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

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.

Axapta

Great Plains

40 | GPUG Magazine

Navision

Solomon

Ariett Business Solutions, Inc.

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

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.

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

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.

Cross Industry Solution

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management and Process Automation for Dynamics GP Automatically capture, process, route, securely archive and access information directly from Dynamics GP screens.

KEY:

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.

Customer Relationship Management

Retail Management System

AssureSign LLC

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. 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.

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

Point of Sale

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. ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. Integrated Software, Inc. http://www.isiusa.com â&#x20AC;˘ 321-984-1986 Request For Quote Create RFQs. Save Vendor responses. Auto-create PO's and Sales Quotes. JAT Computer Consulting, Inc. http://www.jatnet.com/JPI.htm 888-525-8874 ext. 462 JAT Payroll Interface (JPI) JPI is a bi-directional integration linking GP HRM and ADP payroll.

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.

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.

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

PaperSavePro http://www.PaperSavePro.com â&#x20AC;˘ 877-727-3799 PaperSavePro PaperSaveProâ&#x201E;˘ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workďŹ&#x201A;ow 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.

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.

Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 Company Data Archive (CDA) Easily archive data from your live Dynamics GP company to a historical company. Reduce hardware costs, increase Dynamics GP performance and eliminate clutter in inquires and reports with CDA.

kCentric Technologies Inc

Solver

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

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.

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.

KEY:

Axapta

Great Plains

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!

Navision

Solomon

Finance/Banking

AssureSign LLC

Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 Collections Management Collections Management for Microsoft DynamicsÂŽ GP will boost eďŹ&#x192;ciency through centralizing contact and collection information and automating the collections process.

Food and Beverage

Horizons International

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 WithoutWireTM 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.

Customer Relationship Management

Retail Management System

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. 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.

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 â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

Point of Sale

Winter 2014 | 41

INDUSTRY

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

Liaison Software Corp

INDUSTRY

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.

Government

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.

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools. Thomson Reuters, Tax and Accounting - Government http://ExperienceAumentum.com 866-471-2900 Thomson Reuters Aumentum GRMÂŽ is now Aumentum. Providing government revenue management solutions.

Insurance 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.

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. Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform.

High Tech and Electronics

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.

KEY:

Axapta

Great Plains

42 | GPUG Magazine

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

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.

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. 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.

Navision

Solomon

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations. BatchMaster Software, Inc. http://www.batchmaster.com/dynamics-gp/ capabilities.aspx â&#x20AC;˘ 949-583-1646 ext. 226 BatchMaster Manufacturing for Microsoft Dynamics GP BMM GP for formula based manufacturers is directly embedded within, not integrated to, MS Dynamics GP. OďŹ&#x20AC;ers R&D Lab, Formulation, Costing, QC, Batch Production, Compliance, Scheduling, Planning, Mobile, and more.

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

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

Maintenance Management http://www.demandsolutions.com eRPortal Software Group LLC

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.

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.

Paramount Technologies

Sierra Workforce Solutions

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.

Industrial Equipment

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.

800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts. 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.

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.

Customer Relationship Management

Retail Management System

Point of Sale

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).

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. 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 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. 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.

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.

Non-Profit Organizations 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.

KEY:

Axapta

Great Plains

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. 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.

Navision

Solomon

Paramount Technologies

Horizons International

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.

Professional Services 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 262-821-4100 NEW: Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ďŹ&#x201A;ow.

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

Templeton Solutions http://www.templetonsolutions.com 561-798-9988 NEW: 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.

Pharmaceuticals Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Customer Relationship Management

Retail Management System

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

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.

Point of Sale

Winter 2014 | 43

INDUSTRY

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.avalara.com â&#x20AC;˘ 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 lling and remittance solution for Microsoft Dynamics. kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. 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.

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. Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

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.

KEY:

Axapta

Great Plains

44 | GPUG Magazine

Appolis http://www.appolis.com â&#x20AC;˘ 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWireâ&#x201E;˘ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

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.

Staffing/Recruiting MetaďŹ le Information Systems, Inc.

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.

Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 1StaďŹ&#x20AC; StaďŹ&#x192;ng & Recruiting Software 1StaďŹ&#x20AC; provides an Front-to-Back solution for the unique needs of the staďŹ&#x20AC;ing industry. 1StaďŹ&#x20AC; allows Sales StaďŹ&#x20AC;, Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform.

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

Navision

Solomon

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.

Customer Relationship Management

Retail Management System

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. kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International. 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.

Point of Sale

Horizontal Analytics

Automation

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.

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

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. 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.

TARGIT

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

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 262-821-4100 NEW: Signature Manage asset maintenance, distribution and scheduling for proďŹ table utilization.

KEY:

Axapta

Great Plains

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

Navision

Solomon

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 Accountable Software

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform. Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Halo Business Intelligence 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.

T3 Information Systems http://www.fullcirclebudget.com â&#x20AC;˘ 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.

Customer Relationship Management

Retail Management System

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 NEW: SMB Intelligence Grow smarter and improve eďŹ&#x192;ciency by integrating all functions of your business, with role-based dashboards, reporting, and forecasting.

Point of Sale

Winter 2014 | 45

HORIZONTAL

http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite TARGIT is the worldâ&#x20AC;&#x2122;s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Banking

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...

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng. Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solverâ&#x20AC;&#x2122;s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹ&#x192;cient Microsoft platform. Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solverâ&#x20AC;&#x2122;s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

HORIZONTAL

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.

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

Business Process Management

ACOM Solutions, Inc. http://www.acom.com/dynamicsGP 800-347-3638 Integrated Document Management & Business Process Automation for Dynamics GP Intelligently recognize content within documents to drive AP & workďŹ&#x201A;ow process automation. Speed decision making, eliminate manual tasks & instantly access document information directly from your Dynamics GP screen. Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workďŹ&#x201A;ow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

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.

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. ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget. 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.

Axapta

Great Plains

46 | GPUG Magazine

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.

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.

Bottomline Technologies

MetaďŹ le Information Systems, Inc.

KEY:

ReadSoft http://www.readsoft.com â&#x20AC;˘ 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workďŹ&#x201A;ow & reporting integrated with Dynamics.

Navision

Solomon

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.

Commissions

Communication m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44 (0)844 264 0932 m-hance Social Business Fully integrated Enterprise Social Networking tool for GP, maximise collaboration & communication.

Compliance 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!

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

Customer Relationship Management

Retail Management System

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. 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.

Point of Sale

Credit Card/Check Processing

Customer Relationship Management

Ariett Business Solutions, Inc.

Azox, Inc. http://www.azox.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. 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.

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

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.

KEY:

Axapta

Great Plains

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

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: 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 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.

Computeration, Inc. http://www.computeration.com 866-808-7964 Zap! Integration 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.

Data Integration

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

Navision

AdvTrex http://www.advtrex.com 855-238-8739 ext. 107 TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel.

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

Solomon

Customer Relationship Management

Retail Management System

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. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM Ability to associate sale order/assembly & purchase order/assembly and disassembly. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Container Management Enter manifests, receive FOB, track goods in transit. Blue Moon Industries http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing. 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/sectors/ distribution/ â&#x20AC;˘ +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. 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. 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.

Point of Sale

Winter 2014 | 47

HORIZONTAL

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.

eBridge Connections

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.

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!

Document Management

HORIZONTAL

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

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

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. 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.

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.

ImageTag, Inc. http://www.imagetag.com â&#x20AC;˘ 480-753-9300 KwikTag Document Management & WorkďŹ&#x201A;ow for Dynamics Powerful. Practical. Proven. KwikTag by ImageTag makes document and business process management a reality â&#x20AC;&#x201C; without breaking your budget.

Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement. Ariett Business Solutions, Inc. http://www.ariett.com â&#x20AC;˘ 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

KEY:

Axapta

Great Plains

48 | GPUG Magazine

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).

Navision

Computer Pundits Corporation

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

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.

kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

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.

E-commerce

SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: 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.

Azox, Inc. http://www.azox.com â&#x20AC;˘ 734-928-6010 eSource B2B and B2C and Sales Portal Integrated B2B, B2C & Sales Portal web environments with built-in CMS, SEO, and advanced browse/search features.

Solomon

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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

Data Masons Software

Liaison Software Corp

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

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.

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.

WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: 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

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

Expense Solutions

Electronic Document Delivery (Email)/Faxing

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.

Axapta

Great Plains

Paramount Technologies 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.

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.

KEY:

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 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. 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.

Navision

Solomon

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.

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.

Rimrock Corporation 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.

Customer Relationship Management

Retail Management System

AdvTrex http://www.advtrex.com â&#x20AC;˘ 855-238-8739 ext. 107 TitaniumGP AdvTrexâ&#x20AC;&#x2122;s TitaniumGP Tool brings additional functionality to Dynamics GP making GP a much better experience. Includes 5 easy to use tools in one product: Copy/Paste, Elastic Windows, Search, Next ID, Save to Excel. 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.

Point of Sale

Winter 2014 | 49

HORIZONTAL

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.

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.

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.

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). Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Advanced Customer Merge Customer merge utility designed for large databases. Provisional merge selects, reviews & approves customers to merge. Final merge transfers data to the primary customer. Can update third party tables. Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 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.

HORIZONTAL

InďŹ nia Integrator 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.

HR Management Corporate Renaissance Group http://www.crgroup.com â&#x20AC;˘ 613-232-4295 emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

HR Services Inc. http://www.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.

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. Professional Advantage http://www.profad.com â&#x20AC;˘ 877-897-1209 1StaďŹ&#x20AC; StaďŹ&#x192;ng & Recruiting Software 1StaďŹ&#x20AC; provides an Front-to-Back solution for the unique needs of the staďŹ&#x192;ng industry. 1StaďŹ&#x20AC; allows Sales StaďŹ&#x20AC;, Recruiters, Payroll and Billing Specialists to all work on the Microsoft Dynamics Platform. SMB Suite http://www.smbsuite.com â&#x20AC;˘ 888-525-6398 NEW: 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. InďŹ nia Integrator http://www.ExcelIntegrator.com â&#x20AC;˘ 260-485-0665 NEW: InďŹ nia Integrator MEM Copy & paste GP intercompany transactions or Binary Stream MEM from Excel to GP. 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.

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.

Integrity Data http://www.integrity-data.com 217-732-3737 ext. 0203 HR & Payroll Enhancements for Dynamics GP Proven solutions for US HR & Payroll Blue Moon Industries including leave management, budgeting http://www.bluemoonisv.com â&#x20AC;˘ 401-276-9000 Advanced BOM and managing FTEâ&#x20AC;&#x2122;s, and more! Ability to associate sale order/assemJAT Computer Consulting, Inc. bly & purchase order/assembly and http://www.jatnet.com/JPI.htm disassembly. 888-525-8874 ext. 462 m-hance Inc JAT Payroll Interface (JPI) JPI is a bi-directional integration linking http://www.m-hance.com/sectors/distribution/ +44 (0) 844 264 0932 GP HRM and ADP payroll. Extended Pricing & Enhancements JAT Computer Consulting, Inc. for Dynamics GP http://www.jatnet.com/JBC.htm Import and export pricing data, allow 888-525-8874 ext. 462 for customer speciďŹ c pricing and load JAT BeneďŹ ts Connect (JBC) new customer deals. JBC communicates enrollment data to carriers and insurance providers. KEY:

Axapta

Great Plains

50 | GPUG Magazine

Navision

Solomon

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

m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Inventory m-hancements - Reserved Stock See our website for more details.

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.

m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Inventory m-hancements Please see our website for more details.

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 ExcelLinkexport/import to CSV ďŹ les.

Inventory Management Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Matrix Inventory Manage apparel or any inventory identiďŹ ed by groups of attributes. DeďŹ ne items by attribute types & pricing by attribute values. Transaction entry in SOP & POP via attribute grids. Fully compatible with Dynamics GP. Alba Spectrum Corporation http://www.albaspectrum.com â&#x20AC;˘ 773-384-9264 Alba360 Kit Quantity Editor Allows Kit quantities to be edited during Order Entry without having to delete and re-enter the line item. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

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

Customer Relationship Management

Retail Management System

m-hance Inc http://www.m-hance.com/software-usa/ inventory-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Inventory m-hancements purchase - retrospective discounts 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 NEW: 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/sectors/distribution/ +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/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. 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.

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.

Point of Sale

Invoicing Enhancement

Ariett Business Solutions, Inc.

Job Costing

Azox, Inc. http://www.azox.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. 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.

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. 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.

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 262-821-4100 NEW: Signature Manage costs by closely tracking all components of a project - labor, materials, equipment, etc.

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 LabelLink Print to barcode label printers from inside GP. Unlimited label formats.

Manufacturing Enhancement

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.

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 MO Generator MO Generator creates a set of MO's for a parent item and all make-to-stock subassemblies below the parent.

Axapta

Great Plains

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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

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. 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.

Labeling

Horizons International

KEY:

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 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.

Navision

Solomon

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.

Customer Relationship Management

Retail Management System

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 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.

Point of Sale

Winter 2014 | 51

HORIZONTAL

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.

InďŹ nia Integrator http://www.ExcelIntegrator.com 260-485-0665 InďŹ nia Integrator AP Allow users to Copy-Paste-Import AP transactions from Excel to Dynamics. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL FastAP Brings distribution window and payment terms directly to the 1st screen. Liaison Software Corp

HORIZONTAL

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

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html â&#x20AC;˘ 516-880-6800 NEW: 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. m-hance Inc http://www.m-hance.com â&#x20AC;˘ +44(0)844 264 0932 eInvoicing for Dynamics GP Fully integrated AP eInvoicing for GP, removes paper & scanning process.

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

ReQlogic http://www.reqlogic.com â&#x20AC;˘ 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.

KEY:

Axapta

Great Plains

52 | GPUG Magazine

Payroll Enhancement

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

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

Navision

Solomon

Joesoftware Inc. http://www.joesoftware.com â&#x20AC;˘ 780-990-0220 Payroll Toolbox Over 50 add-ons to enhance CDN and US Payroll; multi-batch processing, vacation audit and more. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 KTL PR Security Allows you to restrict access to employee info based oďŹ&#x20AC; of user ID.

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.

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.

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

Liaison Software Corp

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

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

Sierra Workforce Solutions

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.

Portals DynamicPoint http://www.dynamicpoint.com â&#x20AC;˘ 562-726-4396 Employee, Vendor & Customer Portals Integrated with Microsoft Dynamics Extend crucial Microsoft Dynamics data with custom SharePoint Portals. Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix 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 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.

Customer Relationship Management

Retail Management System

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

Project Accounting

Point of Sale

ICAN Software Corporation http://www.icansoftware.com â&#x20AC;˘ 253-777-0708 Vendor Price Matrix Vendor speciďŹ c unit costing for purchase orders.

Purchase Order Processing Enhancement

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.

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.

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.

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: 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.

InďŹ nia Integrator 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.

Paramount Technologies

WilloWare, Inc. http://www.willoware.com â&#x20AC;˘ 888-339-4556 ext. 1 Blanket PO Blanket PO adds an unlimited number of control lines to one PO.

Quality Control

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.

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

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

Receivables Enhancement

Navision

Solomon

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.

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

Customer Relationship Management

Retail Management System

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

Reporting Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Reconciliation

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

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

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.

Point of Sale

Winter 2014 | 53

HORIZONTAL

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.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.

Adra Match http://www.adramatch.com â&#x20AC;˘ +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match. By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments.

Flexible Solutions http://www.GPReportsViewer.com 212-254-4112 ext. 1 GP Reports Viewer Easily and quickly print/email Crystal and SRS reports directly from Dynamics GP. Replace existing GP reports, link reports directly to GP and 3rd party windows, pass parameters to reports directly from ďŹ elds in GP. KTL Solutions, Inc. http://www.ktlsolutions.com â&#x20AC;˘ 866-960-0001 Crystal Converter Converts Crystal Reports to SQL reporting services RDL. Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eďŹ&#x20AC;ective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹ&#x192;ng.

HORIZONTAL

TARGIT http://www.targit.com â&#x20AC;˘ 813-933-4600 TARGIT Decision Suite TARGIT is the worldâ&#x20AC;&#x2122;s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation. 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 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 Accountable Software http://www.accountable.com â&#x20AC;˘ 610-983-3100 Dynamics Reporting - 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. 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.

Axapta

Great Plains

54 | GPUG Magazine

Navision

Solomon

Customer Relationship Management

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 NEW: Telesales m-hancements sales retrospective discounts See our website for more details. m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: 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/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: 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 NEW: Telesales m-hancements - Additional Charges 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 NEW: 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 NEW: 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 NEW: 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 NEW: 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 NEW: Telesales m-hancements - Linked Item Selling Please see our website for more details.

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

KEY:

Liaison Software Corp

Retail Management System

Point of Sale

m-hance Inc http://www.m-hance.com/software-usa/ telesales-m-hancements/ â&#x20AC;˘ 617-401-3341 NEW: Telesales m-hancements See our website for more details.

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

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.

KEY:

Axapta

Great Plains

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.

Tax 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.

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 Computer Solutions, Inc. http://www.aimcom.com â&#x20AC;˘ 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases. Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs. ASC Software http://www.ascsoftware.com â&#x20AC;˘ 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Navision

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oďŹ&#x20AC;ers aďŹ&#x20AC;ordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts. 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.

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

http://www.DynamicsDownloads.com 419-581-2300 DynamicsDownloads Looking for a Dynamics Add-On Solution? Search, Buy and Sell here!

Customer Relationship Management

Retail Management System

http://www.avalara.com â&#x20AC;˘ 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 lling 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.

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

DynamicsDownloads

Solomon

Avalara, Inc.

Point of Sale

Winter 2014 | 55

HORIZONTAL

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.

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.

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

Trade Promotion Management

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.

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

Total Dynamics Solutions, LLC MetaďŹ le Information Systems, Inc.

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. 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.

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.

Services

SERVICES

.NET Development

Application Service Provider/Hosting

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.

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

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!

Myappsanywhere by NetStandard

KEY:

Axapta

Great Plains

56 | GPUG Magazine

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.

Navision

Solomon

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!

Rose Business Solutions, Inc 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.

Customer Relationship Management

Retail Management System

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.

Point of Sale

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 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

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

Axapta

Great Plains

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

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.

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!

Navision

Solomon

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. 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

Email Marketing The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

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

Implementation Services 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.

Customer Relationship Management

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

Managed Services RedTail Solutions http://www.redtailsolutions.com â&#x20AC;˘ 508-983-1900 RedTail EDI Freedom to Do Business: Stick to what you do best - our cloud service manages your EDI. Integrated with ERP/WMS/3PL systems. Lowest total cost.

SERVICES

KEY:

Rose Business Solutions, Inc 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!

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.

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OnDemand Trials

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.

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

Rose Business Solutions, Inc

SharePoint Development

Training

Accolade Publications, Inc.

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.

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.

Partner Support Service

Social Media The Partner Marketing Group

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

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!

Software Development Consulting

Dynamic Communities

Avalara, Inc.

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!

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.

Sales Tax Management Service

Martin & Associates http://www.martinandassoc.com 513-772-7284 ext. 118 GP, CRM, and Management Reporter Training Hands on training at our Cincinnati location. GP classes include Financials & Supply Chain. CRM classes are Sales Management & Marketing Automation. We also oďŹ&#x20AC;er Management Reporter classes. See website for details.

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

Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use â&#x20AC;&#x2DC;content marketingâ&#x20AC;&#x2122; to build your brand and drive prospects into your sales pipeline.

SERVICES

Member Organizations

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.

KEY:

Axapta

Great Plains

58 | GPUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Get Your Hands On The List To Go! Keep an up-to-date list of Microsoft Dynamics products and services in your pocket anywhere you go. Add The List: Mobile to your mobile device from www.thelistmobile.com

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Search by company name, keyword, or ďŹ lter by Microsoft Dynamics product line to ďŹ nd the products you need.

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