Chapter Program

Casual event, feel free to contribute We are all volunteers, enjoy and step up Bathrooms are located #### Coffee Service is in the back Make sure to sign in so we have attendance Housekeeping

Chapter Program Agenda 8:30Welcome & GPUG Information 9:00 SmartList Troubleshooting* 9:45 What’s the Future of Microsoft Dynamics GP: “GP Next” 10:30 Break & Roundtable on GPUG Collaborate 11:15GP Security* 11:55Chapter Business Meet Up at XX for Lunch & Networking!

Chapter Program CPE for FREE for GPUG Premium Members  Eligible sessions will be noted with an “*” on future invitations. – This meeting offers you 2 points: SmartList Troubleshooting GP Security  This is a self-reporting option, you are responsible to meet state requirements.  For Questions, Contact National Registry Statement As set forth in the National Registry Sponsor Agreement, the National Registry statement must be used in its entirety and without alteration, in promotional and other materials distributed to prospective course participants.

Chapter Program Company Role in Company What did you learn at Convergence? Name Most desired topic for future meetings Welcome & Introductions

Chapter Program About GPUG Microsoft Users Partners Founded in 2007 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics ® GP Over 4,800 company members (19,000+ individual members)

Chapter Program Member Value The GPUG Mission: GPUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics GP. Learn about valuable Dynamics GP features that are sitting idle Someone, somewhere, somehow has likely answered your question A single membership is valid for your entire organization

Chapter Program What GPUG Members Do ShareLearnConnect

Chapter Program Activities Online Activities WebinarsPeer Networking AcademyEvents

Chapter Program UPDATES FROM GPUG

Chapter Program  4 Completed: – GPUG Top 10 Webinars of 2013 – Back to School Series – Integration Showcase Series – Transitions Plus  Coming Soon: Let’s Get Started  Visit: Available to Premium Members Only

Chapter Program GPUG Collaborate  Listened to a GPUG Webinar Recording?  Starting in 2014, all recordings will be in the GPUG Collaborate Library. – Must be logged in – Search or watch for posting updates – Premium Members only  Before 2014, all recordings remain in GPUG.com – Same access – OPEN webinars have recordings for all levels

Chapter Program October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct Learning Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® GP users, no matter your product version or experience level. Networking Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Together Experience It Together There’s more to GPUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! gpugsummit.com gpugsummit.com

Chapter Program Authored by Nicole Albertson, eOne Solutions Regional Chapters

Chapter Program Objectives  To troubleshoot questions  Work together on solutions  Go home with answers! We have back ups challenges if we need them.

Chapter Program Search Criteria % - Use as Wildcard for multiple characters

Chapter Program _ - Use as Wildcard for one character Search Criteria

Chapter Program Search Criteria [character list] - any characters in the list

Chapter Program SmartList Options Allows you to change the following defaults for each SmartList: Go To Maximum Record Columns and Order Match Case box

Chapter Program Dex.ini settings  SmartlistEnhancedExcelExport=TRUE – Used to improve the Export performance  ExplorerFormatCurrency=FALSE – Removes the currency symbol  NOTE: Be very careful in using these options as they can change the way the data is formatted when exported to Excel and you may not get the data you expect.

Chapter Program Using SmartList at Year End  Dynamics GP Land Blog – Post by Christina Phillips – end-love-story.html end-love-story.html  Check out her post and let her know if you have any other useful year end ones and she will update the post.

Chapter Program Using SmartList at Year End  1099 Transaction Audit - Validate 1099 amounts based on transaction detail – Payables Transactions SmartList – Add Columns Document Amount 1099 Amount 1099 Type – Search Criteria 1099 Type is not equal to Not a 1099 Vendor Voided is equal to No Document Status is equal to Posted Document Date (or Posting Date, depending on preference/need) is between Beginning of Calendar Year and End of Calendar Year

Chapter Program Using SmartList at Year End  1099 Vendor Audit- Confirm that you have Tax IDs for all 1099 vendors – Vendors SmartList – Add Columns 1099 Type Tax ID Number Vendor Status – Search Criteria 1099 Type is not equal to Not a 1099 Vendor Vendor Status is not equal to Inactive

Chapter Program Using SmartList at Year End  Open Accounts Receivable- Document open AR at year end – Receivables Transactions SmartList – Add Columns Current Trx Amount – Search Criteria Current Trx Amount is greater than 0.00 Void Status is equal to Normal Document Status is equal to Posted – Can use a similar setup for Payables Transactions

Chapter Program Using SmartList at Year End  Discontinued Items- Review discontinued items to see if you would like to remove the records during year end – Item Quantities SmartList – Add Columns Item Type – Search Criteria Item Type is equal to Discontinued Record Type is equal to Overall

Chapter Program Using SmartList at Year End  Standard Cost Review- Review item standard cost for periodic valuation methods to determine if you would like to update standard cost as part of year end – Items SmartList – Add Columns Valuation Method Current Cost Standard Cost – Search Criteria Valuation Method is between FIFO Periodic and LIFO Periodic

Chapter Program Using SmartList at Year End  Employee Status- Review employees to see if any records need to be inactivated – Employees – Add Columns Inactive Last Day Worked – Search (optional) Inactive equals No Last Day Worked is greater than 1/1/1900

Chapter Program Using SmartList at Year End  Account Type Review- Review the account type (e.g., Balance Sheet or Profit and Loss) to ensure that account balances close properly during the financial year end close process – Accounts SmartList – Use defaults, but make sure that maximum records allows all records to be returned (check under Search for maximum records setting)

Chapter Program -Allows setup of an Excel “template” so that you can export the data to a preformatted document. -Can add pre and post macros to Excel to do formatting. -Support can assist with adding to SmartList, but not with the setup of the Excel document. The Excel Support team would do that. Export Solutions

Chapter Program Export Solutions

Chapter Program Advanced Lookups Microsoft Dynamics GP – Tools – Setup – Company – Advanced Lookups

Chapter Program Advanced Lookups

Chapter Program Peer to Peer | Greater Scale | More Voices | Faster Other Questions?

Chapter Program

“A business solution from Microsoft that is quick to implement, easy to use and that has the power to support your ambitions for your business.” GP

Chapter Program Microsoft Dynamics GP

Chapter Program GP 2013 GP 2010 GP 2013 SP1GP 2013 H2GP 2013 H1GP “Next”GP Microsoft Dynamics GP Roadmap A Business Solution from Microsoft -Quick to implement -Easy to use. -Works How you Do

GP 2013 RTM

Dynamics GP 2013 SP1 H Web & Desktop Client Human Resources US Payroll Returns Management Contract Management Inventory BOM Excel based budgeting Field Level Security Companion App Business Analyzer Web & Desktop Client ADP Integration to General Ledger Lync presence Removal of default printer Autocomplete Window Resizing BA navigation lists

Web & Desktop Client Project Series for WC Field Service for WC Manufacturing for WC ISV Extensibility for WC SmartList Designer Doc Attach 2.0 SmartList Splitter Default Sort Order AP Checks Payroll Check Date Sort HR Applicant address Web & Desktop Client Void Payables Trax Updates Keyboard shortcuts for Web Client Vendor & Customer Combiner Vendor & Customer Modifier Reconcile Bank w/o marking trx Checkbook ID’s on Cash Rcpt Inq AA finance charge assessment WC for Fixed Assets Enhancements WC for Bank Activity Statements WC for Payment Doc Mgt AA and SO deposits Companion Apps BA in HTML 5BA for Win 8 PhoneGP Workspace in O365

Chapter Program GP 2013 GP 2010 GP 2013 SP1GP 2013 H2GP 2013 H1GP “Next”GP Microsoft Dynamics GP Roadmap

Dynamics GP 2013 R2 H Big Rocks Requisitions Workflow Procurement Identity Management Features Doc Attach 3.0 Default Sort Order on AP checks Copy/Paste Excel to GL Assign an Item to Multiple Sites Lock Company for Maintenance Remove inactive pay codes Suggested Item Enhancements +30 Customer Scenario Features Companion Apps ProcurementApprovals Time & Attendance

Chapter Program

HTML5/ JS Procurement Service Web Service

Chapter Program GP 2013 Web Client Login (single company) GP Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home Page GP User: ON DOMAIN

Chapter Program GP 2013 Web Client Login (single company) Phase 1: Remove SQL Login GP Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home Page GP User: ON DOMAIN

Chapter Program GP Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home Page GP User: ON DOMAIN GP 2013 Web Client Login (single company) Phase 2: Single Sign On

Chapter Program Domain IIS Login: Windows AuthGP Login: SQL Auth GP Login: Company GP Home PageSSRS Login: View/Edit GP User: OFF DOMAIN GP 2013 Web Client Login (single company) Phase 2: Single Sign On

Dynamics GP ‘Next’ H Big Rocks Service Based Architecture BP Replacement Workflow 3.0 Features Load Balancing Enhancements SOP Line Numbers Navigation to MR Split Shipping of Kits Asset Continuity Report Small Parcel Shipping Integrations EFT Enhancements Multiple PO Prepayments +40 Customer Scenario Features Companion Apps Project TimeProject ExpenseOrder Management

BP Replacement and Apps H Web Client Requisitions Employee Self Service Project Time Entry Project Expense Entry Companion Apps Procurement App Time & Attendance App H Companion Apps Approval App Project Time App Expense App Order Management App?

Chapter Program

Who has signed into GPUG Collaborate?

Chapter Program 5 Years Ago 2 Years Ago 1 Year Ago 2 Months Ago When was GPUG Collaborate launched? Today

Chapter Program 5 Years Ago 2 Years Ago 1 Year Ago 2 Months Ago When was GPUG Collaborate launched? Today

Chapter Program What is the URL for GPUG Collaborate?

Chapter Program What is the URL for GPUG Collaborate?

Chapter Program Share My Code Content Library (Webinar Recordings) Regional Chapter Communities Blogs Which of the following are features of GPUG Collaborate? Member Directory

Chapter Program Share My Code Content Library (Webinar Recordings) Regional Chapter Communities Blogs Which of the following are features of GPUG Collaborate? Member Directory

Chapter Program Share My Code Content Library (Webinar Recordings) Regional Chapter Communities Blogs Which of the following features are available to Premium Members only? Member Directory

Chapter Program Share My Code Content Library (Webinar Recordings) Regional Chapter Communities Blogs Which of the following features are available to Premium Members only? Member Directory

Chapter Program On the GPUG website In our Chapter’s Community on GPUG Collaborate Via On a flash drive Where can you access all the materials shared at today’s meeting? On the moon

Chapter Program On the GPUG website In our Chapter’s Community on GPUG Collaborate Via On a flash drive Where can you access all the materials shared at today’s meeting? On the moon

Chapter Program Peer to Peer | Greater Scale | More Voices | Faster Let’s talk numbers….. Then you’ll take it seriously!

Chapter Program

What’s New?  See the Active Members? – You can see who our super stars are!  Webinar Recordings in 2014 now on Collaborate Alone  New Navigation Ribbons – Easy to find where you want to go!  Social Media Mica – you can click and become social!  Action Items: – Update your profile (add your picture!) – Sign up for our Regional Chapter! – Share reports/code on Share My Code – Become a blogger!

Chapter Program Peer to Peer | Greater Scale | More Voices | Faster Let’s go around the room….

Chapter Program Roundtable Discussion  What features of GPUG Collaborate do you like best?  Name a situation that it has helped you personally?

Overview, Tips and Recommendations Authored by Jenn Schoemer, Rockton Software Chapter Program

Agenda  Role Based Model  User Setup  Roles and Tasks  Alternate/Modified Forms Reports ID  Security Reports  What to Consider  Helpful Resources and Tools

Chapter Program Role Based Model

Chapter Program User Setup  User Setup – Copy Access Copy roles, tasks & company access to another user – Status Active, Inactive, Lesson User – sa user Limit the user and access to the sa login information Create named users with administrative rights to insure security provisioning – Enable Remembered Users Use with caution

Chapter Program Roles and Tasks  Defaults are a great starting point – Poweruser Best practices are to limit this role to just the sa user.  Copy Feature – It is best practice, instead of modifying existing Roles and Tasks, to create a copy of the Role and/or Task and modify the newly created one.  Display Selected Roles

Chapter Program Alternate/Modified Forms & Reports ID  Group modified reports and forms  Defaultuser ID will cover most users  Copy feature – Create a copy to use for testing newly modified Forms & Reports – Manage, deploy and restrict departmental modified Forms & Reports  View – Expand/Collapse All  Display Selected

Chapter Program Reports  User Security Setup – Access from User Security window – Report > System > Security > User Security  Security Role/Task Assignment – Access from Role/Task setup window – Report > System > Security > Security Role/Task assignment  Unassigned Security Operations – Report > System > Security > Unassigned Security Operations.

Chapter Program Questions to consider  Are your internal procedures, polices along with SOD conflicts and possible risks documented?  Can you answer the ‘Who has access’ to what question (both software/property)?  Can you demonstrate you understand your organization compliance requirements and have methodologies in place to achieve them?

Chapter Program Helpful Resources and Tools  MS FAQ: Role – based security –  MS GP2013 Guide: Planning for Security  Activity Tracking Feature  Support Debugger Tool –  Blogs & Communities – Search on – Microsoft Dynamics GP Poweruser, Avoid using sa, avoid giving out sa password, GP Security Abuse, etc.

Chapter Program Q &A

Chapter Program Next Meeting? Date: August 21, 2014 Time: 8:30 - Noon Place: TBD Topics: Requests???