Jim High, COO, Alba Spectrum Vendor presentation Presented by Jim High, COO, Alba Spectrum Tweet During today’s meeting: @GPUG, #GPUGPortland, #GPUGAlba

Company overview Developer of solutions & products for Microsoft Dynamics GP since 2006 Silver Certified Microsoft Partner – Enterprise Resource Planning Specialize in data tools and utilities Experienced development and support team (Microsoft roots)

Agenda Advanced Customer Merge (ACM) Posting Server SOP Auto Transfer Company Merge Utility (CMU) Matrix Inventory Workflow

Advanced Customer Merge (ACM) Features: Additional filters to find records Control accuracy by using a two stage process with separate access rights to each stage. Provisional Merge process - regular data entry users to suggest customers to be merged and submit them for approval to a supervisor. A Provisional Merge can be easily changed by removing or adding Customer records to the merge list. A Provisional Merge can be permanently merged by users who have been granted permission to do so. 

PSTL vs ACM Professional Services Tools Library Alba Advanced Customer Merge Lookup by customer number only No approval process for merge Core GP data only Lookup by customer number, name, city, zip, phone Provisional merge / workflow 3rd party tables SOP Document Reallocation Tool

Advanced customer merge Demo

Advanced customer merge More complete view of customer information to spot possible duplicates.

Advanced customer merge Set individual security so different groups can propose a merge and do the final merge.

Advanced customer merge Sales Transaction Reassignment lets you transfer specific documents from one customer to another.

Advanced customer merge Free, fully-functional trial version Email jim@albaspectrum.com for download link 

Posting Server Posting Server will automatically recognize and post transaction batches without user intervention Improve Dynamics GP data integrations regardless of tool (eConnect, IM, SmartConnect, Scribe, etc.) Features: Post batches with any transaction type in Dynamics GP Choose which Posting Reports to run Automatic batch posting - immediate or scheduled posting Third-party module capability Works with multiple companies – no need to log in and out Detailed log of batches processed Generate posting exception emails

Posting Server Demo

Posting Server Easily set rules for which batches are automatically posted and when.

Posting server Merge window that shows which batches have posted and which are queued.

SOP Auto Transfer Automatically transfer SOP documents to a different type. Features: Performs SOP transfers (Quotes, Orders, Invoices, Backorders). Configure transfer defaults. Compatible with Posting Server GP to fully automate SOP workflow. Manage multiple companies from one window. Detailed log of all transfers. Transfer exception emails.

Alba360 Auto transfer Demo

SOP Auto Transfer Choose default settings on which document types to transfer.

SOP Auto Transfer Familiar interface to Posting Server. See queued batches as well as transferred batches.

Company merge utility Combine separate GP companies into one with transactional detail. Use cases Acquisition of an entity that was already using GP Companies who want to start using a tool like Multi-entity Management Modules included: GL, AP, AR, BR, FA, CM, SOP, POP, INV (PR on road map)

Company merge utility Wizard driven application with pre and post merge checklists for ease of use.

Company merge utility Create a merge project and configure it to perform the merge against any number of companies and available modules. Perform Entity Assignment if using MEM.

Company merge utility Select your target company, which will be used for company setup. Merge will include master records not already in the target company as well as transactional data.

Multi-dimensional inventory Streamlines matrix style inventory (sizes, colors, etc.) Features: Easily create unlimited attributes and combinations of items Streamlined order entry process

Multi-Dimensional Inventory Style Maintenance The Multi-Dimensional Inventory is a comprehensive product that allows users to configure inventory matrix items. MDI is suitable for companies that have products with multiple attributes such as size, thickness, material and the likes.

Multi-Dimensional Attribute Setup Allows users to configure inventory matrix products based on an item style and classes of attributes. Clients can create unlimited number of Item Attributes.

Auto Generate Item Master Items can be automatically created based on the combinations selected within the Item Matrix Window. This tool eliminates the need to manually encode/create Item Master Data.

Sales Order Processing – Item Matrix The Sales Order Processing Item Matrix, enables users to see in one glance all the Item Master record that belongs to a Style ID. It enables them to input Order Quantity easily in a table like format. Once the user hits the Add/Update button only the Items with Quantity will be included in the SO Document.

Purchase Order Processing – Item Matrix See in one glance all the Item Master records that belong to a Style ID. The matrix also shows the Site ID in which the quantity inventory is located. Like the Sales Order Processing Matrix; once the user hits the Add/Update button, only the Items with Quantity will be included in the SO Document.

Advanced Workflow Enables GP Users to add workflows and notifications to any transaction type in Dynamics GP Features: Workflow Process Management Task Notifications & Alerts Document Routing & Approval Task Delegation Visual Workflow Designer Event–based or Scheduled Execution User Portal

Why choose alba workflow? Save time:  User-friendly Workflow Designer with drag and drop objects. Save money:  Non-technical interface with no need for developers. Expand your reach:  Involve data and documents from 3rd party systems. Do more:  Employee On Boarding, Employee Personal Information Update Approval, and Employee Termination. It was developed using Microsoft Windows Workflow Foundation (WF), a proven technology that also powers Microsoft SharePoint workflow services.  However it is not dependent on Microsoft SharePoint and could be linked to variety of document & content management systems.

Templates for Requisition, Expense, Human Resources

Web portal so users can see if they have any items assigned to them at a quick glance.

Questions. Thanks for attending Questions? Thanks for attending! Jim High, Alba Spectrum jim@albaspectrum.com 773-304-4173