Dynamics GP – You Own It … Why Not Use It Dynamics GP – You Own It … Why Not Use It? Professional Services Tools Library December 20, 2016

Meet Your Presenter Sandy A. Kylliainen, CPA MBA – Project Manager BA – Economics/Business – Randolph Macon College MBA Concentration Accounting – Loyola College Over 25 years experience with Dynamics-GP and Great Plains Third Year with Intellitec Solutions Previous Own Consulting and Training Business

Who is Intellitec Solutions? Our Philosophy Recognize our Client’s Needs 100% commitment to supporting the software Dedication to our Core Values Client for Life approach

Agenda Intellitec Company information What’s your current version? Introduction of PSTL Best Practices of PSTL Review of Features by Module Demo of some of the most common used features Q&A

Why these webinars? Clients asking what do I get for my annual maintenance plan? Clients asking for more training Clients wanting to know more about new features and what they own and do not use Because Intellitec cares and wants each client to use the software to its fullest for their business

Dynamics-GP Roadmap Previous release​ Mainstream support available until Microsoft Dynamics GP 2015 April 2020 Current release Mainstream support available until Microsoft Dynamics GP 2016 July 2021 Next release​ Scheduled for Micr​osoft Dynamics GP 2016 R2 Q4 CY2016 Our commitment Ongoing.  Microsoft Dynamics GP will continue to be developed and enhanced. Our recommendation Upgrade to Microsoft Dynamics GP 2016 Take a look at Microsoft Dynamics 365 – Business edition. Get a better feel for what we’re working to achieve.

How to Determine my Current Version:

Version and Release/Build Number To automate banking processes

What is PSTL? Professional Service Tools Library – A set of extra tools and functions developed by Microsoft. Developed to help partners and customers with additional needs that are not available in the code.

PSTL Setup Available in the past only to Microsoft partners. Used to be sold by function or group for various dollar amounts. Currently free but requires Intellitec (your partner) to get the latest build. Some functions now in the out of the box code with in module.

PSTL Setup

Best Practices: Make A Backup before running any tool Setup security Test in a test database before running process in the production company Make sure no one else is in the system Run as sa user if tool requires it Test changes including 3rd party software

Tools Requiring user to be logged in as sa: Toolkit Customer Name Modifier Item Number Modifier Item Number Combiner Vendor Name Modifier Account Modifier/Combiner

Tools Requiring user to be logged in as sa: (continued) Salesperon Modifier Territory Modifier Territory Combiner Company Copy

System Tools Shortcut Copy Toolkit Menu Inquiry Utility Update User Date

Financial Tools Account Modifier/Combiner Checkbook Modifier Fiscal Period Modifier GL Masters Trigger

Purchasing Tools 1099 Modifier PM Master Triggers PM Minimum Check Select Checks Combine Vendor Name Modifier Minimum PO/Receipt # POP Cost Defaulter Employee Modifier Certified Payroll Report Doc Date Verify

Sales Tools Customer Name Modifier RM Master Triggers RM Transaction Unapply Salesperson Modifier SOP Customer Item Lookup Territory Modifier Territory Combiner SOP PO Number Check

Inventory Tools Inventory Site Combiner Inventory Site Modifier Item Description Modifier Item Number Combiner Item Number Modifier Item Reconcile

Payroll Tools Certified Payroll Report Employee Modifier

Misc Tools Fixed Assets Modifier Default Add Item POP/SOP Doc Date Verify Decimal Place Tool Company Copy

Upcoming Webinars Thanks for being part of our webinars – You Own it Why Not Use It! Watch for webinars to start again end of January/beginning of February Tuesday 11:00 to Noon

How to contact Intellitec for support? gpsupport@intellitecsolutions.com

Dynamics GP – You Own It … Why Not Use It? PSTL Questions and Answers

Dynamics GP – You Own It … Why Not Use It? PSTL Thanks for attending! Please contact me if you have future questions: skylliainen@intellitecsolutions.com