Useful ISV Products for Microsoft Dynamics GP: Part 6 of 8

Written By Mark Rockwell,
President of Rockton Software

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101. Integrity Data: Enhanced Retirement Plans allows you to calculate maximum contributions across multiple deferred compensation and/or Roth plans, support catch up maximum contributions within the same plan, or offer employer-matched contributions based on tiers.
102. Integrity Data: Paycheck “What If” Calculator enables payroll users to process hypothetical payroll calculations to determine what an employee’s new net paycheck could be.
103. Integrity Data: Life Insurance Tax Calculator calculates the tax on the imputed income of an employer’s Group Term Life Insurance benefit.
104. Integrity Data: U-LINC provides workflow virtually anywhere, anytime within Microsoft Dynamics GP.
105: Joesoftware Inc.: Penny is an employee and manager time and attendance self-service, featuring online pay advice, T4’s, and vacation entitlement.
106. Joesoftware Inc.: Spencer is a web-based expense reporting solution. It works with both Payables Management and Project Accounting.
107. JOVACO Solutions: Project Control is a Project Accounting solution, which is integrated in Microsoft Dynamics GP and Microsoft Dynamics CRM and is specifically designed for Professional Service firms.
108. JOVACO Solutions: Time & Expense is web-based and allows all one’s employees and subcontractors to capture all expense details. It also allows electronic approval processes with a set of diverse reports on project budgets and statuses.
109. JOVACO Solutions: Resource Planning enables your Project Managers to plan projects and allocate resources to the tasks that need to be scheduled over a fixed period of time.
110. Kamp-Data, Inc.: DynamicZip maintains nationwide sales and use tax rates, provides automated addressing and tax schedule assignment.
111. kCentric Technologies, Inc.: k-eCommerce is an out of the box B2B/B2C e-commerce solution. It is multilingual and multicurrency and offers over 350 functionalities including a Self-Serve Customer service module and Sales Portal.
112. M4  Systems: Advanced Time and Expense Management: Capture Time and Expense data. Approval workflows – segment based GL auto-coding – performance and utilization reporting – Employee Expense re-imbursement management.
113. M4 Systems: Advanced Security Monitor is an easy to understand format for Security Reports and Enquiries by User, User Group, Profile or Product.
114. M4 Systems: Advanced Recurring Billing automates billing of recurring, subscription, and membership type contracts within Microsoft Dynamics GP.
115. M4 Systems: Advanced General Ledger creates multi-segmented Charts of Accounts in minutes based on logical segment combinations. One is able to copy charts of accounts between companies.
116. M4 Systems: Advanced SOP/GL Defaulter automates SOP transaction coding. Defines where each segment of account comes from either Customer, Item, Fixed, Salesperson, or Class.
117. M4 Systems: Advanced Batch & Document Management has greatly improved Batch entry and Enquiry windows for all core GP modules.
118. Mekorma: Mekorma MICR – Check Printing allows companies to print MICR line on checks with password protection, security and configurability.
119. Metafile: Metaviewer is a paperless ERP for scanning, workflow, invoice approval, GL coding, and more.
120. MHC Software, Inc.: MHC Document Express is a document output solutions commonly used for electronic payments and electronic remittance advice, and for securely delivering pay stubs to employees via email.

Searching for part 5 of 8 Useful ISV Products for Microsoft Dynamics GP?

GP Optimizer Summer 2012: Did You Know Microsoft Dynamics GP is an Inventory Management System?

Written By Panatrack Inventory & Asset Tracking for
GP Optimizer Summer 2012 Edition by Rockton Software

Many looking for a Warehouse Management System (WMS) are actually looking to add automated data collection to their inventory management.  Warehouse Management Systems can defined as a full independent inventory system (inventory is actually tracked outside of GP with integration points back to GP) or add-on data collection solutions.  In either case, the key feature to adding inventory management is introducing mobile technology (capture the transactions at the point and time of the activity) and barcode (or other automated) technology. When looking to add a WMS, evaluate the inventory features within GP that you may not be using or even may not know about to set up for your inventory management and add the tools to automate GP.

As an ERP solution, Dynamics GP already offers the ability to manage inventory. On a simple level, inventory is managed by quantities located in site locations. Items can be set up to be tracked strictly by quantity, but can also be set up to be tracked by lot or serial number. The infrastructure to purchase, receive, transfer, use, and sell inventory already natively exists within Dynamics GP.  Even features such as item and site resource planning, cycle counts, multiple bin tracking, and alternate item numbers are standard within Dynamics GP.   Here are a few key inventory tracking features within GP.


About Sites
When you think of a Site, you probably think of a physical building or location.  Sites can be set up to also represent a status for inventory, often identified physically within a physical location.  Examples include a Quality Hold or In-Transit site location. It may also represent a production area, storage area, or vehicle. When you set up sites, consider that you will want to be able to physically identify where the inventory is located; therefore, sites should have an area that can be physically identified. For example, if you are putting inventory in a “Hold” status, designate a physical location for that inventory.

Adding Multiple Bin Tracking
Dynamics GP has support to set up and manage multiple bin locations under sites.  This is often another selling point of a WMS solution.  If you add a barcode data collection solution TO Dynamics GP, multiple bin tracking becomes a key component to your inventory management initiatives.  You can now add another level of definition of where inventory is located.  Additional features such as default bin settings for receiving, assemblies, sales, and returns can be set up. Priority bins can be used to define and direct where inventory items should be stored and incorporate min and max levels.   When setting up bins, define your bins with a logical sort order and plan for expansion.  We recommend setting up a test company database to assist you in your planning stage.

On Hand versus Available Quantities
When tracking inventory within GP, you will see what you have On Hand and what you have Available.  Even veteran users of GP often ask us what the different actually is, as the quantities may be different.  Inventory can be allocated in GP.  An allocation can be done on a sales order.  This “reserves” inventory so when analyzing inventory requirements, inventory for pending sales orders can be accounted for.  When inventory is on an un-posted inventory transaction (such as an adjustment or transfer), the inventory is in a temporary allocated state for the originating site and/or bin location. This eliminates the ability to select a quantity that is greater than what you actually have available.  Once the transactions are posted, the adjustments to the inventory on hand will be updated appropriately for the site and bin.

Serial and Lot Tracking
Inventory is always tracked by a quantity on the item level. Many of our customers have determined that they would see benefits from or are required to track inventory by a serial number or a lot number.  A serial number is a unique number to identify a single unit of an item.  Quantity is restricted to 1 for the serial number itself.  You can have 100 of the item, and each individual item would then have a unique serial number.  This provides the ability to track where that specific is located, movement of that individual unit, and where it was used or sold.  Lot tracking is another option.  Typically a lot number represents a group of inventory that shares the same attributes.  Lot tracking is often used in tracking food, pharmaceuticals, chemicals, or textiles.  Within Dynamics GP, a lot number can be assigned an expiration date and manufacturer date.  There are also up to five user-definable lot attributes that can be set up under a Lot Category.  Multiple lot categories can be set up. A category is assigned to the item.  A lot number is tracked by quantity.  Both serial and lot tracking add the ability to trace the specific inventory in the event of recalls, warranty, or by expiration.

Alternate Item Numbers
For many of our customers, we find that barcodes are already on their inventory. In many cases it is a manufacturer item number which is different than the GP item number they set up.  Those cross reference item numbers can be stored within your Dynamics GP database.  Look under Cards>>Inventory>>Item Purchasing Options.  This will open the Item Purchasing Options Maintenance window and is where Unit of Measure information is set up for purchasing.  Once you enter an item number, next to the item look up icon, a gear icon appears.  Click on that gear to open the Manufacturer’s Item Number Maintenance window.  You may set up multiple cross reference numbers here.  You can also access this window from the Purchase Order Entry screen.  The gear icon is available on the Item header field.  When using our mobile barcode solution, the scanning or entry of the alternate item number is supported and will return your Dynamics GP item number automatically.

Dynamics GP offers a full-featured inventory management infrastructure where an add-on data capture solution can be used to take advantage of those features and add the automation to complete the transaction in real-time.  For more complex inventory management needs such as slotting and cross-docking, consider a full WMS. Panatrack offers mobile barcode data collection to Dynamics GP for Inventory Management, Field Sales, and Fixed Asset tracking. Visit www.panatrack.com for more information.

Download GP Optimizer Summer 2012 Edition by Rockton Software for more tips and tricks that help make Microsoft Dynamics GP simpler and easier.

GPUG Summit 2012 Recap

Written By Diane Bilyeu,
Controller at Rockton Software

Another GPUG Summit 2012 is behind us and what a great one it was! There was over 500 attendees, 22 preconference classes, and nearly 150 breakout sessions. I had an awesome time meeting new friends, old friends from previous Summits, customers, VARs, and part of the Rockton Crew that are located in different parts of the country.


At the opening ceremony, Mark Rockwell, President of Rockton Software, jingled about Rockton Software Products. He also presented two Partner Showcases: Making Microsoft Dynamics GP Work Simpler & Easier by Rockton Software. It was a huge success! During the second Rockton Partner Showcase, Andi Boutwell, Chief Financial Officer at Express Employment Professionals, won the drawing for the Kindle HD; everyone who attended a Rockton Partner Showcase was entered.

Mark Rockwell, President of Rockton Software, presenting at GPUG Summit 2012

Since GPUG Summit is always busy, I was thankful to have enough time to quiz a few Microsoft Employees to see if they could fix a problem that I was having in Microsoft Dynamics GP. And, they were able to fix it! It was fun to see the male and female Microsoft Employees vying to see who could fix it first. Hats off to the female Microsoft Employees who fixed my issue!

I would like to give a shout out to our new Microsoft Dynamics GP All-Stars for this year: Mark Polino, Richard Whaley, and Howard Swerdloff; and, a fair well to last year Microsoft Dynamics GP All-Stars: John Lowther, Bob McAdams, and Zubin Gidwani.

For all that missed this year, don’t miss out next year! It is going to be held in Tampa, Florida. Meet Rockton Software (www.rocktonsoftware.com) there!

Useful ISV Products for Microsoft Dynamics GP: Part 5 of 8

Written By Mark Rockwell,
President of Rockton Software

Did you miss Mark Rockwell's presentation, 100 Products in 50 Minutes, at GPUG?
Here is part 5 of 8.

81. ICAN Software Solutions: Print Cash Receipts allows you to print cash receipt documents.
82. ICAN Software Solutions: Automatic Cash Receipts allows you to type or barcode read an invoice number, then the cash window is populated automatically.
83. ICAN Software Solutions: Advanced SOP Entry is an auto dropship for line item user defined fields, easy line item comments, easy jump from POP to SOP and back, auto user defined fields based on the customer.
84. ICAN Software Solutions: Vendor Price Matrix allows for copying all vendor master information.
85. ICAN Software Solutions: Mass Apply Receivables is an automated apply of specific returns to specific invoices, automated apply of payments or credit memos to specific invoices, or auto apply outstanding open amounts for customers, doc dates, and threshold amounts.
86. ICAN Software Solution: Investment Assests sub-ledge with automatic downloads of market values, automated unrealized gain/loss journals based on either Mark to Market or Lower of Cost or Market valuation methods, short term or long term realized gain/loss, amortization of discount/premium, interest accruals, and dividend tracking. Import investment, buys, sells, dividends, interest received, or market values.
87. ICAN Software Solutions: Accrued Hours Limits define and enforce accrued hours limits for payroll sick and vacation.
88. ICAN Software Solutions: Holiday Hours Worked allows users to specify specific date as a holiday and have regular hours on that date converted to different pay code and different pay rate.
89. ICAN Software Solutions: GeoData is an automatic download of latitude and longitude for all addresses in GP for use with building maps of GP data in SQL Reporting Services.
90. ImageTag, Inc.: KwikTag is embedded transactional content management solution providing document imaging, content-based search and retrieval, and workflow routing and approval.
91. Infinia Business Technology: Infinia Integrator GL allows you to copy and paste General Ledger Journal Entries from excel into Microsoft Dynamics GP.
92. Infinia Business Technology: Infinia Integrator AP allows you to copy and paste Accounts Payable Transactions from Excel into Microsoft Dynamics GP.
93. Infinia Business Technology: Infinia Integrator AR allows you to copy and paste Accounts Receivable Transactions from Excel into Microsoft Dynamics GP.
94. Infinia Business Technology: Infinia Integrator PR allows you to copy and paste Payroll Transactions from Excel into Microsoft Dynamics GP.
95. Integrity Data: Employee E-mail Suite enables an automatically e-mail secure direct deposit earnings statements to employees.
96. Integrity Data: Negative Payroll Transaction allows you to enter negative pay code transactions in order to reverse incorrectly paid earnings for previous payroll periods.
97. Integrity Data: Comprehensive Leave Manager allows you to define your own codes and set policies for leave accruals, lump-sum allocations, and comp time.
98. Integrity Data: Overtime Hours Rules allows you to easily manage overtime rules and configure multiple methods of calculating overtime hours to be paid to employees.
99. Integrity Data: Mid Pay Period Rate Changes allows you to apply pay rate changes on a specific date in the middle of a pay period, and still process payroll.
100. Integrity Data: Employee Accounts and Splits enables accounts to setup a percentage split of an employee’s payroll cost splits by department, position, pay code, or unique account number.


Looking for Part 4 of 8 of Useful ISV Products for Microsoft Dynamics GP?

GP Optimizer Winter 2013 Edition

Written By Nicole Sexton, Social Media
 Coordinator at Rockton Software

Right now, Rockton Software is focusing on GP Optimizer Winter 2013 Edition. GP Optimizer is a collection of tips and tricks to help make Microsoft Dynamics GP work simpler and easier. Our goal is to reach over 15,000 Customer Sites using a group marketing approach.

This edition of GP Optimizer is set to release on January 1, 2013. It is only open for ISVs to participate, if you are interested in participating email me, the Project Coordinator at nicoles@rocktonsoftware.com. Or, if you want to subscribe to receive the next issue of GP Optimizer, then head to our homepage www.rocktonsoftware.com.

Have you seen the first issue? View the first issue of GP Optimizer by Rockton Software.

Will you be meeting us in Seattle?

Written By Nicole Sexton, Social
 Media Coordinator at Rockton Software

Next week, Rockton Software is headed to the GPUG Summit 2012 in Seattle, as we are a Premier Sponsor of this event! GPUG Summit is the place for us to connect, learn, and share.

Rockton Software will be connecting at our booth; our booth number is 433. Stop by and watch a demo of one of Rockton’s products: SmartFill, Dynamics GP Toolbox, Auditor, Omni Price, or Dynamics Report Manager. After watching a demo, don’t forget to pick up your Rockton Software Tumbler or Mouse Pad.

If you are looking to learn, Mark Rockwell, President of Rockton Software (www.rocktonsoftware.com), will be sharing at the opening session, as well as different breakout sessions: 100 Products in 50 Minutes and Making Microsoft Dynamics GP Work Simpler & Easier by Rockton Software. 100 Products in 50 Minutes is at 11:15 AM on October 17th. This session is a rapid-fire presentation on 100 different ISV products, while keeping the focus on functionality. Making Microsoft Dynamics GP Work Simpler & Easier by Rockton Software has two different times October 17th at 2PM and October 18th at 9:15AM; this session is about optimizing your enterprise as we explore ways to make Microsoft Dynamics GP work simpler and easier. Don’t miss these amazing sessions by Mark!

Meet us there!

eXtreme CRM 2012: Playing Games or Good Business?

Written By Adrienne Lilly,
Client Services Manager

Many on the Rockton team attended eXtreme CRM last week in Las Vegas. Usually, we go to different conferences and then a week later we’re back into our daily routines. However, after this event, we all walked away tired but inspired. At eXtreme CRM, Rockton announced Connect (http://www.rocktonsoftware.com/Connect/Index.aspx), our new product offering for CRM, as well as attended the activities.


Before the sessions even started, four team members took part in the App Challenge, and a couple others went to the Click Dimensions Boot Camp which were both offered as pre-event activities. The App Challenge was an opportunity for developers to create & build an application from start to finish. I heard the App Challenge was a quite intense 24 hours (or so) of brainstorming, learning, and creating. The 4 teams of developers showcased their projects during the morning session on Tuesday. The Click Dimensions Boot Camp was packed with people and information. It was only eight hours so we, in sales and marketing, had it easy compared to the developers.

Monday morning, Rockton headed out to sessions of eXtreme CRM! We attended every track available, so we certainly had our bases covered. The expo hall was buzzing with activity between sessions. It could have been because that was where the coffee was served, but I think it was also the draw of all the knowledge and information available.

My favorite session was Gamification in the Contact Center. I don’t work in the contact center and I won’t be programming games for our CRM system, but who wouldn't want to find out if that is a real word or not? Truthfully, I’m not a gamer, but I was curious about this topic and where it fits into the business world. At the most basic level, Gamification provides ways to increase employee engagement and ultimately productivity, while one is doing routine and even mundane activities. I liked the focus on finding ways to inspire, motivate, and/or reward an individual’s sense of purpose or accomplishment in our day to day activities.  It seemed to fit in with today’s concept that technology can be used to make everyday actions a little bit better, easier, and fun!


eXtreme CRM was the perfect place to launch our new CRM product, Connect, and we are ready to be a part of it all!

Before eXtreme CRM, Rockton was excited! Check it out!

Married to the Boss: Part 2

Written By Kelli Sexton,
CEO of Rockton Software

Not everyone has the benefit of working with their life partner; not everyone has skills that mesh together in work as at home. I am blessed to have a partner, in every sense of the word, joined in business and in life. I am the big picture person; Mark is all about the details. Mark likes being center-stage; I like being behind the scenes or happily planted in the audience.

Mark and I have long history together: we have been married for 19 years, are in the process of raising 4 kids, have built or remodeled 6 houses, and have run our own business for 13 years. Our lives are intertwined in ways that few people can relate. I won’t say that it has been easy, but it has been rich and rewarding.

There are many benefits in having the same person be both a life partner and a business partner: we get to travel together on business, we know the same people from work, we share the same inside jokes, we know how each other’s day has gone, and we know each other’s strengths and weaknesses (in other words, what we can pawn off on the other person). These are the more obvious benefits.

The more subtle perks include getting to see my husband at his best. I hear him take complex technical information and bring it down to layman’s terms for both myself and other team members. I see the care and concern he has for our employees and our customers. I see him going the extra mile to meet a deadline that he committed to. I see him give inspiring messages to our team. I see him trying his best – always.

Another benefit that others may not realize is that it does get lonely at the top. When all the key, strategic decisions are made by you . . . it is really nice to be able to bounce them off someone else equally vested in the outcome. Mark and I usually don’t come into a conversation ready to agree on a decision, and occasionally the conversations get heated. But in the end, we always leave knowing we made the best decision given the circumstances and information available.

At work and in life, I am blessed to have synergy with my partner. Individually, our skills have their limitations, but together we are a dynamic duo.

Check out Married to the Boss: Part 1 written by Mark Rockwell, President of Rockton Software.

Useful ISV Products for Microsoft Dynamics GP: Part 4 of 8

Written By Mark Rockwell,
 President of Rockton Software

61. Diamond Software: Voyage Accounting is specifically designed for shipping agencies. It captures basic information on ships’ visits in port and tracks services performed for multiple customers.
62. Diamond Software: Accrual Entries is a quick setup fo full and partial accrual reversing entries.
63. eOne Integrated Business Solutions: SmartConnect allows us to deliver integration solutions to customers without development costs. It quickly creates and modifies integrations in a drag and drop user interface.
64.  eOne Integrated Business Solutions: eXtender Enterprise allows for complete custom applications to be built by end users without a single line of code being written.
65. eOne Integrate Business Solutions: Flexicoder automatically recodes General Ledger distributions within SOP, Receivables, and Returns Management modules, which is geared for large distribution firms with a complex GL.
66. eOne Integrate Business Solutions: SmartView provides an alternate, fast and flexible interface to all your existing SmartLists. It is a faster replacement for SmartList.
67. eONe Integrated Business Solutions: Node Builder builds your own eConnect-style integration objects for any record without writing a single line of code.
68. eOne integrated Business Solutions: SmartPost schedules your transaction postings to occur when and where you choose.
69. Equisys, Inc: Zetadocs for Microsoft Dynamics GP is a document management and delivery solution that enables you to send, receive, store, retrieve, and share transactional document without the expense of printing and paper filing.
70. EthoTech: Commission Plan automates your entire commission process r ight inside of Microsoft Dynamics GP.
71. EthoTech: Next Numeric Collection automatically generates the next master number for Customers, Vendors, Items, Fixed Assets, Employees, Salespeople, Prospects, Project Accounting Contract IDs and Project IDS, as well as receivables, sales and purchasing batch IDs.
72. EthoTech: Customer Services Collection checks for duplication purchase orders, assign credit limit process holds, even move multiple sales documents from one batch to another based on 14 pre-defined restrictions that can be saved for repeated use.
73. FieldConnect, Inc.: FieldAccess is used for mobile dispatching via smart phone, laptop, or tablet. Allows service details such as history, equipment, parts, and labor.
74. FieldConnect, Inc.: FieldDirect is an integrated web portal that provides customers with the ability to create service request, check status and pull reports on their work orders online.
75. FieldConnect, Inc.: FieldLocator is an integrated GPS fleet tracking solution.
76. Flaum Technologies Inc.: CommissionCalc is a practical way to compute “impossible” commission plans—complex, unique plans with many exceptions.
77. GPC Systems, Inc.: Easy e-Bank Rec is an advanced bank reconciliation module for Dynamics GP that automates the file import, matches Deposits and Checks, and books bank transactions such as ZBA SWEEPS and interest charges into the GL.
78. Horizons International: Quality Essentials Suite—Quality control functionality, providing certificates of analysis, nonconformance reporting and root cause analysis.
79. Horizons International: Horizons Manufacturing Suite—Dexterity developed manufacturing functionality for batch and discrete industries such as chemicals, food processing and life sciences. Costing, planning, inventory, formulas, quality and serial/lot control.
80. HR Services Inc.: myStaffingPro Applicant Tracking System is built upon the functionality offered in HR/Payroll by providing applicant tracking technology, online application process, prescreen applicants, manage requisitions, and track your applicants to the point of hire.

Searching for Part 3 of Useful ISV Products for Microsoft Dynamics GP?