1. Chapter Program

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

3. Chapter Program Agenda 8:30Welcome & GPUG Overview 8:45 9:00 Member Showcase SmartList Troubleshooting* 9:45 10:00 Roundtable on GPUG Collaborate Break 10:15 Benefits of Transitioning to a Paperless System – Presented by Altec* 11:15Chapter Business 11:30Lunch

4. 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 Benefits of Transitioning to a Paperless System  This is a self-reporting option, you are responsible to meet state requirements.  For Questions, Contact Whitney@GPUG.com 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.

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

6. 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)

7. 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

8. Chapter Program What GPUG Members Do ShareLearnConnect

9. Chapter Program Activities Online Activities WebinarsPeer Networking AcademyEvents

10. Chapter Program UPDATES FROM GPUG

11. Chapter Program  4 Completed: – GPUG Top 10 Webinars of 2013 – Back to School Series – Integration Showcase Series – Transitions Plus  Coming Soon: 1-2-3 Let’s Get Started  Visit: http://www.gpug.com/member-resources/onesource/ Available to Premium Members Only

12. 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

13. Chapter Program October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct 13-14 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

14. Chapter Program

15. Authored by Nicole Albertson, eOne Solutions

16. Chapter Program Objectives  To troubleshoot questions  Work together on solutions  Go home with answers!

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

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

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

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

21. 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.

22. Chapter Program Using SmartList at Year End  Dynamics GP Land Blog – Post by Christina Phillips – http://dynamicsgpland.blogspot.com/2010/12/sm artlist-and-year-end-love-story.html http://dynamicsgpland.blogspot.com/2010/12/sm artlist-and-year-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.

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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)

30. 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

31. Chapter Program Export Solutions

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

33. Chapter Program Advanced Lookups

34. Chapter Program Peer to Peer | Greater Scale | More Voices | Faster www.GPUG.com Other Questions?

35. Chapter Program

36. Meet like- minded GPUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in GPUG and in the world of Dynamics GP. Share your Dynamics GP experiences and gain insight from the GPUG community.

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

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40. Next Meeting? Date: Thursday, August 21st Time: 8:30am – 11:30am Place: Children’s Miracle Network Hospitals Topics: TBD