1. Jim High, COO, Alba Spectrum
Vendor presentation
Presented by
Jim High, COO, Alba Spectrum
Tweet During today’s #GPUGPortland, #GPUGAlba

2. 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)

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

4. 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. 

5. 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

6. Advanced customer merge
Demo

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

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

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

10. Advanced customer merge
Free, fully-functional trial version
for download link 

11. 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 s

12. Posting Server
Demo

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

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

15. 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 s.

16. Alba360 Auto transfer
Demo

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

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

19. 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)

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

21. 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.

22. 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.

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

24. 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.

25. 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.

26. 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.

27. 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.

28. 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.

29. 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

30. 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.

31. Templates for Requisition, Expense, Human Resources

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

33. Questions. Thanks for attending
Questions? Thanks for attending! Jim High, Alba Spectrum