1. Lunch and Learn: Customer Solutions ShootoutVS
Lunch and Learn: Customer Solutions Shootout
Featuring: Amber Bell and Rod O’Connor

2. Amber J. Bell Training Dynamo, LLC
Experience:
2016 GPUG All Star!!
18 Years as a GP Consultant
Published 1st book:
Microsoft Dynamics GP: Year-End Closing Workbook

3. Client #1: Pharmaceutical Research Company Streamline Purchasing of Lab Supplies

4. Client Background and Request
Purchasing Manager was tracking supply orders and receipts in Excel and entering AP Invoices.
Needed a solution that would increase visibility of lab supplies being ordered.
Solution needed to be easy to use for busy scientists and doctors in the lab
Most Items are “Non-Inventory” but they use specific GL Accounts for supply type, projects and Departments. Needed Automate population of GL Account used

5. Original Suggested Solution
Customized Cloud-Hosted Requisition Solution
Pro’s:
Easy to use for multiple users.
Awesome Interface
Integrates with GP
Con’s:
Would need customization to allow population of GL Accounts per line item, per PO.
Super Expensive
Relies on update and maintenance of items in GP. Most would be non-inventory so it was more than they needed at the this phase.

6. The Solution
TitaniumGP allows users to create templates in Excel to upload Master Records and Transactions
TitaniumGP has the ability to upload Inventory and Purchase Orders
TitaniumGP was about 75% less than the initial cost of the other solution. (And the other solution would have required Customization and Monthly Fees per user)!

7. Using TitaniumGP

8. Basic Templates

9. Custom Template for PO Entry

10. Client #2: Specialty Women’s Apparel Create New Inventory Items

11. Creating Items

12. Final Thoughts Test, Test, Test!! Does not import automatically.
Client 2 ended up adding another solution when the web orders grew to beyond the number they wanted to copy/paste
Client 2 still uses the product to update Items and Price Lists

13. Q&A

14.
Website:

15. Rod O’Connor Briware solutions Inc.
Experience:
Started career in accounting, then programming.
ERP Consultant since 2000.
Microsoft MVP and Dynamics Pro Advanced Credentialed Professional
Specialties: Translating business language into geek speak, streamlining business processes with technology.
@GPUG

16. The business problem
More than 5,100 items in inventory and 400+ customers
Each item has a list price in both US and Canadian Dollars
There are 9 price levels, reflecting various discounts off of list
Approximately 30 customers have a fixed pricelist
Some items do not get discounted

17. The Pinto, Pathfinder, and Porsche
Custom Solution using Excel & SmartConnect
Dynamics GP Extended Pricing
OmniPrice by Rockton Software

18. Custom solution Could be cheaper to build (could be done internally)
Less secure (Nobody should have all of their customer pricing in a workbook)
High risk of unforeseen complications

19. Dynamics GP Extended Pricing
Able to set up list price and standard discount levels in multiple currencies
Able to establish fixed prices and exceptions
Discounts/special pricing could be established for a timefence
It’s free
Maintenance was a concern
Set up was very time intensive
Troubleshooting was difficult
Price updates could affect hundreds of items at a time

20. Omni-Price by Rockton Software
Able to set up list price and standard discount levels in multiple currencies
Able to establish fixed prices and exceptions
“Over a dozen modes to determine item pricing”
Discounts/special pricing could be established for a timefence
Cost is US$350 per user + 20% Annual Maintenance
Very easy to configure and maintain

21. And the customer chose…

22. Questions, Comments, applause & accolades?
Rod O’Connor
844-BRIWARE, ext 3159
(cell)
@Briware_Rod

23. Time to vote!