A few of our client’s favorite a la carte modules for Microsoft Dynamics GP are:

SmartList Builder – Dynamics GP gives you a set # of SmartLists. But SmartList Builder lets you create your own, across multiple databases. For example, create a SmartList to connect the vendor list and item list to show items purchased from specific vendors and all related details. Regular list price: $1,950. (Hint: Attend our SmartList Builder Workshop June 27, 2012.)

Extender – this tool allows you to add additional user defined fields to Dynamics GP windows. This way you can track additional data related to that screen and those fields can be used in reporting and SmartList. Out of the box Dynamics GP gives very few user defined fields (2 on customer record, 0 on inventory master, 2 on vendor master etc…) and they are only text fields. With Extender you can add new fields in new formats, without being a developer. Regular List Price: $2,450.

Payroll – With easy automated tax filing for Dynamics GP, now is a great time to consider bringing payroll in house. Read our related post Cost Comparison of Using Microsoft Dynamics GP for Internal Payroll vs. ADP Outsourced Payroll Regular List Price: $3,000 for up to 100 employees.

Human Resources – this department is often overlooked but Dynamics GP has great tools to help you attract and retain top talent plus employee self service tools to make everyone’s life easier. Regular List Price: $3,000 for up to 100 employees.

Other A La Carte Modules include:

Description of a La Carte Modules Available for Additional Cost: Business Essentials Edition

ADDITIONAL LANGUAGES

BILL OF MATERIALS

CASHBOOK BANK MANAGEMENT: Attach unnlimited checkbooks to your bank,make bank transfers, enter General Ledger, Receivables Management, and Payables Management transactions, post batches, and build deposits for your bank transactions. You can also import your bank statements into Microsoft Dynamics GP, and reconcile transactions at any time.

CONCUR EXPENSE INTEGRATOR: The Concur Expense Integrator allows customers to integrate their approved expense report data from Concur Travel and Expense into the Microsoft Dynamics GP Payables Management module with a sinple import tool designed to reduce manual data entry and increase the ability to quickly pay their employees and vendors.

CUSTOMER SERVICE MANAGEMENT

CUSTOMIZATION SUITE ( Includes eConnect, Web Services, Visual Studio & Dexterity)

ELECTRONIC RECONCILIATION MANAGEMENT: Take advantage of integration with Bank Reconciliation to automate electronic reconciliation and management transactions, adjustments, and exceptions, using tools that work with any bank that supports automatic reconciliations.

EMPLOYEE SELF-SERVICE SUITE (ESS)

ENTERPRISE REPORTING BASE PACK: Microsoft Enterprise Reporting in Microsoft Dynamics GP helps you gain tighter control of consolidations, financial reporting, and budgeting across your enterprise. Smooth integration across your business solution provides you and all your employees with the information you need—when, where, and how you need it.

ENTERPRISE REPORTING DESIGNER USER: Allows employees to create customized reports in Enterprise Reporting

ENTERPRISE REPORTING VIEWER USER: Gives employees the rights to view reports in Enterprise Reporting

EXTERNAL CONNECTOR: The External Connector gives stakeholders not employed by the company access to critical business informatiion that can streamline tasks and lower operational expenses.

FEDERAL MAGNETIC MEDIA: Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.

HUMAN RESOURCES: Make fast, strategic decisions for attracting and retaining top talent, process payroll more efficiently, and offer employees better services and programs with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.

HUMAN RESOURCES-ADVANCED: Extend Payroll and Human Resources capabilities with Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness functionality.

INTEGRATION SUITE (Includes: Integration Manager-Distribution & Financials, eConnect & Web Services)

LIMITED DEVICE CAL

MICROSOFT  DYNAMICS CRM ADAPTER: Increase consistency and accuracy in billing and forecasting, streamline operational costs and processes by eliminating redundancies, and promote increased organizational efficiencies that deliver strategic business impact by synchronizing and integrating data within Microsoft Dynamics CRM and Microsoft Dynamics GP.

MICROSOFT DYNAMICS GP EXTENDER: Personalize your data collection by linking additional windows that are easily created by non-developers, expand notes and macros, and launch ad hoc queries that are based on the new business information you are able to collect.

MICROSOFT DYNAMICS GP LIGHT USER

MICROSOFT SHAREPOINT SERVER: Microsoft SharePoint makes it easier for people to work together. Using SharePoint, your people can set up websites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions.

MODIFIER WITH VISUAL BASIC FOR APPLICATIONS: Modify the appearance and functionality of any Microsoft Dynamics GP or Dexterity-based third-party window, add new fields, change global resources to affect the entire application, and attach VBA code for less complex business logic.

PAYROLL – ADVANCED: Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality.

PAYROLL – CANADA

PAYROLL – UNITED STATES: Automate payroll processing, equip staff to handle complex and changing payroll requirements, and offer better service to your employees while reducing necessary overhead costs.

PAYROLL CONNECT: Automate data transfer from ADP/PC Payroll for Windows® into General Ledger, using a turnkey solution that eliminates the need to re-enter data.

PAYROLL DIRECT DEPOSIT: Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file, with no limit on the number of accounts or financial institutions for any employee’s payroll.

POSITION CONTROL: Manage labor budgets and human resources based on specific job functions and a specific head count. Apply data throughout the Human Resource and Payroll system to enforce the business rules and to manage the movement of human resources throughout the organization.

PTO MANAGER: Manage complex and changing vacation and sick time policies quickly and accurately with an automated process.

RISK MANAGEMENT SUITE (Includes Audit Trails & Electronic Signatures)

SALES MANAGEMENT

SMARTLIST BUILDER: (Now Includes Navigation List Builder, Drilldown Builder & Excel List Builder) Create customized SmartLists that enable you to quickly link Microsoft Dynamics GP, easily add new fields to SmartList windows, and analyze data according to the criteria you define.

MICROSOFT DYNAMICS CRM 2011 SERVER (A La Carte for BE Edition; One Instance Included with AM edition)

MICROSOFT SQL SERVER 2008 R2 ENTERPRISE RUNTIME EDITION

MICROSOFT SQL SERVER 2008 R2 STANDARD RUNTIME EDITION

A La Carte Modules Available for Additional Cost – Advancement Management Only

ADDITIONAL LANGUAGES

BENEFIT SELF SERVICE SUITE (US): Reduce paperwork and manual entry with moving benefit processes online, including yearly benefits, change of status, and more.

CASHBOOK BANK MANAGEMENT: Attach unnlimited checkbooks to your bank,make bank transfers, enter General Ledger, Receivables Management, and Payables Management transactions, post batches, and build deposits for your bank transactions. You can also import your bank statements into Microsoft Dynamics GP, and reconcile transactions at any time.

CONCUR EXPENSE INTEGRATOR: The Concur Expense Integrator allows customers to integrate their approved expense report data from Concur Travel and Expense into the Microsoft Dynamics GP Payables Management module with a sinple import tool designed to reduce manual data entry and increase the ability to quickly pay their employees and vendors.

CUSTOMER SERVICE MANAGEMENT

CUSTOMIZATION SUITE ( Includes eConnect, Web Services, Visual Studio & Dexterity)

DEPOT MANAGEMENT: Track parts, labor, and expense details. Create a Parts Usage report.  Manage spare parts and trunk-and-lot-tracked stock inventory.

DISTRIBUTION SUITE (Includes Advanced Distribution & Advanced Picking)

ELECTRONIC RECONCILIATION MANAGEMENT: Take advantage of integration with Bank Reconciliation to automate electronic reconciliation and management transactions, adjustments, and exceptions, using tools that work with any bank that supports automatic reconciliations.

EMPLOYEE SELF-SERVICE SUITE (ESS)

ENTERPRISE REPORTING BASE PACK: Microsoft Enterprise Reporting in Microsoft Dynamics GP helps you gain tighter control of consolidations, financial reporting, and budgeting across your enterprise. Smooth integration across your business solution provides you and all your employees with the information you need—when, where, and how you need it.

ENTERPRISE REPORTING DESIGNER USER: Allows employees to create customized reports in Enterprise Reporting

ENTERPRISE REPORTING VIEWER USER: Gives employees the rights to view reports in Enterprise Reporting

EXTENDED PRICING: Equip your sales team to improve customer satisfaction and beat the competition by creating flexible pricing options and rules for each customer.

EXTERNAL CONNECTOR: The External Connector gives stakeholders not employed by the company access to critical business informatiion that can streamline tasks and lower operational expenses.

FEDERAL MAGNETIC MEDIA: Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.

HUMAN RESOURCES: Make fast, strategic decisions for attracting and retaining top talent, process payroll more efficiently, and offer employees better services and programs with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.

HUMAN RESOURCES-ADVANCED: Extend Payroll and Human Resources capabilities with Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness functionality.

INTEGRATION SUITE (Includes: Integration Manager-Distribution & Financials, eConnect & Web Services)

LIMITED DEVICE CAL

MANUFACTURING SUITE (Includes Job Cost, Sales Configuration, QA, Engineering Change Manager, Capacity Requirements Planning, Sales Forecasting)

MICROSOFT DYNAMICS GP EXTENDER: Personalize your data collection by linking additional windows that are easily created by non-developers, expand notes and macros, and launch ad hoc queries that are based on the new business information you are able to collect.

MICROSOFT DYNAMICS GP LIGHT USER

MICROSOFT FORECASTER (Per Each Additional Named User)

MICROSOFT FORECASTER (Unlimited Users)

MICROSOFT SHAREPOINT SERVER: Microsoft SharePoint makes it easier for people to work together. Using SharePoint, your people can set up websites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions.

MODIFIER WITH VISUAL BASIC FOR APPLICATIONS: Modify the appearance and functionality of any Microsoft Dynamics GP or Dexterity-based third-party window, add new fields, change global resources to affect the entire application, and attach VBA code for less complex business logic.

PAYROLL – ADVANCED: Extend Payroll capabilities with Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger functionality.

PAYROLL – CANADA

PAYROLL – UNITED STATES: Automate payroll processing, equip staff to handle complex and changing payroll requirements, and offer better service to your employees while reducing necessary overhead costs.

PAYROLL CONNECT: Automate data transfer from ADP/PC Payroll for Windows® into General Ledger, using a turnkey solution that eliminates the need to re-enter data.

PAYROLL DIRECT DEPOSIT: Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file, with no limit on the number of accounts or financial institutions for any employee’s payroll.

POSITION CONTROL: Manage labor budgets and human resources based on specific job functions and a specific head count. Apply data throughout the Human Resource and Payroll system to enforce the business rules and to manage the movement of human resources throughout the organization.

PREVENTATIVE MAINTENANCE: Forecast purchasing and scheduling requirements based on time in service or product usage. Coordinate open service requests with upcoming preventative maintenance calls. Track details of Preventative Maintenance activities.

PTO MANAGER: Manage complex and changing vacation and sick time policies quickly and accurately with an automated process.

RISK MANAGEMENT SUITE (Includes Audit Trails & Electronic Signatures)

SALES MANAGEMENT

SERVICE CALL MANAGEMENT: Track and update new and historical service calls against a contract, service warranty, and current inventory. Time execution, coordinate customer schedules, assign appropriately skilled technicians, and escalate calls automatically.

SMARTLIST BUILDER: (Now Includes Navigation List Builder, Drilldown Builder & Excel List Builder) Create customized SmartLists that enable you to quickly link Microsoft Dynamics GP, easily add new fields to SmartList windows, and analyze data according to the criteria you define.

Download Dynamics GP Product Guide: A description of each of the modules available within Microsoft Dynamics GP 2010 grouped by the functional area they address to help you see the impact on your business.

Contact CAL Business Solutions for full details of the promotion at sales@calszone.com or 860-485-0910. Remember, it expires June 22, 2012 and then these a la carte modules are back to full price!

Finance Series Tools

• Account Modifier/Combiner (was $1000/now free) – change an old account number to a new account number, or combine like accounts into a single account without manually keying in the data.  This tool includes both the account modifier and combiner.
• Fiscal Period Modifier (was $750/now free) – change fiscal year definitions effortlessly. It allows you to change the fiscal year by changing the year stamp on transactions.
• Checkbook Modifier (was $750/now free) – change existing checkbook Ids to new checkbook IDs.  All work, open and history records are updated with no loss of data.
• Fixed Asset Modifier (was $750/now free) – reclassify an asset code within the fixed assets module and reflect that change in all tables throughout the system.
• General Ledger Master Record Triggers (was $1,500/now free) – avoid data entry by adding a general ledger account when you replicate records to another database.

Purchase Series Tools

• Vendor Modifier (was $750/now free) – change an existing vendor ID to a new vendor ID with the click of a button.  Instead of having to key in a new vendor Id and re-key open invoices, you are able to update all work, open and history records seamlessly.
• Vendor Combiner (was $750/now free) – combine a vendor ID into another existing vendor ID.  All the work, open and history records combine into the new vendor. No data is lost and the summary balances are recalculated. The original vendor ID is removed from the system after it is combined into the other vendor ID.
• Vendor Name Modifier (was $750/now free) – change an existing vendor name to a new vendor name with a click of the button.  All work, open and history records are updated seamlessly.
• Payables Select Checks Combiner (free) – use this tool to consolidate checks to the same vendor when users are appending to an existing checks batch. This can be of great value if users frequently build batches of payables checks and select different document number ranges or different date ranges.
• Payables Minimum Check Utility (free) – Pick a minimum amount for your payables checks created through the select checks process. It will prevent any checks being created under the minimum amount specified.
• Payables Management Master Record Triggers (was $1500/now free) – avoid data entry by adding a vendor record and vendor address when you replicate records to another database.
• Minimum PO/Receipt Number (free) – Prevent purchase order processing from defaulting the next PO number or receipt number to a number that is previous to the current PO number – when an existing PO number is deleted.  Option to set a minimum PO number default, so the system won’t default to anything below the minimum.
• 1099 Modifier (was $750/now free) – change documents to 1099 documents if you have incorrectly set up your vendors, or if you forgot to mark the 1099 vendor option on your vendor card for a year or a portion of the year. After marking the option, you can run this tool, which will mark all documents for that vendor as 1099 documents. It will then reconcile these amounts into your summary records so they print on your 1099 reports.

Sales Series Tools

• Territory Modifier (free) – change territory IDs in the system. The result is a new territory ID with no loss of data.
• Territory Combiner (free) – combine a territory Id into another territory ID without losing any work, open or history records. after the completion of the tool, the old territory is removed from the system.
• Customer Modifier (was $750/now free) – change customer numbers in the system. you can change from an existing customer number to a new customer number. Instead of having to key in a new customer number and re-keying all your open invoices, you can update all work, open, and history records with the click of a button.
• Customer Combiner (was $750/now free) – combine a customer number into another customer number without losing any work, open or history records. The old customer number is removed from the system after the completion of the tool and the summary records are recalculated to include both customers’ summary information.
• Customer Name Modifier (was $750/now free) – This tool enables you to change an existing customer name to a new customer name with a click of the button.  All work, open and history records are updated seamlessly.
• Salesperson Modifier (was $750/now free) – change salesperson IDs. The result is a new salesperson ID and no data is lost or has to be re-keyed into system.
• Receivables Management Master Record Triggers (was $1,500/now free) – avoid data entry by adding a customer record and customer address record when you replicate records to another database.
• Receivables Management Transaction Unapply (was $750/now free) – unapply documents in the history table and automatically move the records back to the open table, allowing you to reapply the records as needed. This is a good alternative to removing history and re-keying data if the records are applied incorrectly.

Payroll Series

• Employee Modifier (was $750/now free) – change an employee ID without losing any work, open or history records.  A new employee ID is introduced to the system, while the existing one is removed.
• Certified Payroll Report (was $750/now free) – add a project number to employees’ hourly transactions and track these hours on a per/project basis. The transactions are then printed on a weekly report and are separated by project number with a breakdown for each employee by department, job title and pay code.

Inventory Tools

• Item Reconciler (free) – reconcile inventory or field service. This tool can increase performance if all items don’t need to be reconciled.  Only those items that need reconciling will be reconciled using Professional Services Tools.
• Item Number Modifier (was $750/now free) – change an item number without losing any work, open or history records.
• Item Number Combiner (was $750/now free) – combine an item number into another item number without losing any work, open or history records.  After the completion of the tool, the old item number is removed from the system.
• Item Description Modifier (was $750/now free) – create a new description for item numbers without a lot of manual data entry.  All work, open and history records are updated.
• Inventory Site Modifier (was $750/now free) – change the site/location code without losing any data.
• Inventory Site Combiner (was $750/now free) – combine site/location code. It does not post adjustments to the general ledger.
• Sales Order Processing Customer Item Lookup (was $750/now free) – Store customer-specific ordering history along with last invoice date and last price used.  A lookup is available from within sales order processing entry and the sales item detail window.

System Tools

• Toolkit (free) – rebuild the gL00105 without going into SQL query analyzer, turn on/off dexsql.log, rebuild indexes and recreate dex Procs and tables.
• Database Disabler (was $750/now free) – allows the ‘sa’ user to disable any company database.  once the database is disabled, the company option is removed from the login window you see when logging into dynamics or eEnterprise. The company database can easily be ‘re-activated.’
• Shortcuts Copy (was $750/now free) – copy the shortcuts options from one user to another user. This is especially useful when multiple users have to set up specific, frequently used shortcuts for third-party windows or data entry windows.
• Menu Inquiry Utility (free) – The Menu Inquiry utility allows you to see all of the commands on the menus, hidden or not, and helps identify where those commands come from (which product) and other properties of the commands.

*Tools Only Available for Dynamics GP 2010 (version 11) or later

• SOP PO number Check* – Verify customer Po numbers for duplicates as data is entered into the field on both the SOP Entry window and the SOP  customer  detail entry window.
• POP Cost Defaulter* – use this tool to default in the Standard cost or the current  cost within the Purchase order entry window instead of the vendor specific Last Invoice cost.
• Default Add Item POP/SOP* – automatically mark the add Item option to be marked in Sales Transaction Entry, Purchase Order Entry, POP Receiving’s Entry and Purchasing Invoice Entry.
• Doc Date Verify* – Verify document dates fall in a valid fiscal period when entered in Payables Transaction Entry or Receivables Transaction Entry. If the date does not fall within a valid fiscal period, a message will be issued and the user will not be allowed to continue until the date is in a valid period. This customization will also do a validation if the period is closed.
• Decimal Place Tool* – adjust the check amount in Words to two decimals, for both Payables Management and Payroll checks. This tool is useful when the currencies in Microsoft Dynamics GP have been changed to more than two decimals, which can alter the amount when a check prints.  NOTE:  Report Writer must be used to modify the check report and adjust the currency fields.
• Update User Date* – automatically update the user date at midnight. The application will run in the background as long as Microsoft Dynamics GP is open.  This tool can be useful when the solution is left open on a machine overnight running integrations or other processes.

*available only on Microsoft Dynamics GP 2010 or later.

New Professional Services Tools Now Available Upon Request:

• Auto Dim – Allows you to launch Microsoft Dynamics GP and run one or more integrations or integration groups and have Microsoft Dynamics GP exit upon completion of the integrations. This tool also supports integrating into several different companies.
• Auto Post – Allows you to call a COM DLL to post Sales Order Processing, GL Transaction Entry, IV Transaction Entry and RM Cash Receipt Batches.
• Detail Payroll Activity Tracking – Allows you to track all employee changes made in Microsoft Dynamics GP.
• POP Over Receipt Tolerance – Allows a receipt tolerance percentage for quantities. A setup window allows the user to enter a tolerance percentage, that percentage is then used when a Purchase Order is received. The highest quantity that can be received is the original quantity ordered plus the percentage amount.
• PO Returns – When invoicing a receipt in POP, this tool will check the previous quantity invoiced and the quantity returned for the line item. The maximum quantity allowed to be invoiced is based the following formula: Quantity Shipped minus (Previous Quantity Invoiced plus Quantity Returned). This tool will not allow invoicing of more than this amount.
• RM Auto Apply – Allows the user to Mass Apply posted RM Credit Documents to posted RM Debit Documents. The user can select a range of Customer, Debit Document Dates, Credit Document Dates, and a Credit Document Type restriction if desired.
• Shipment Notification – Allows drop ship sales orders to be transferred to invoice prior to invoicing the purchase order.
• SOP Default Per Site Line – This tool defaults the site from the Cards | Inventory | Quantities | Sites for each line item entered in the SOP transaction.
• SOP Sort Line Items – Allows the user to define custom sorting options to display line items in Sales Order Processing.
• SOP to POP Line Reordering Utility – This tool will reorder the line items of Purchase Orders generated by the SOP to POP transfer process to be in the same order as they originally were on the Sales Order document(s).

If you were to add all of these tools to your Dynamics GP system separately you would have paid $21,250 (although Microsoft offered a bundle price of $5,000, which of course is a better deal). But now they are all free!  However, keep in mind that you will likely still need to pay for installation and training for these tools. They can only be downloaded and installed by your Microsoft partner. 

An implementation consultant at CAL Business Solutions warns, “As excited as we are about these tools, we have to warn you, “This is not a toy”.  Some of the tools are very powerful and can change the entire structure and foundation of your company in Dynamics GP. So my advice to all our clients is, “don’t try this at home.” CAL can help you determine which tools you need, how to set them up and if they will impact any integrations, customizations or ISV products installed.”

If you are interested in installing PSTL tools for Microsoft Dynamics GP please contact CAL Business Solutions sales@calszone.com or your partner of record for more information and assistance.

Note: We will be presenting a session to Dynamics GP users on May 8^th that includes information on the Professional Services Tools.  Register for CAL Connect2012.

Take Advantage of Tools You May Already Own: Fixed Assets, SafePay, PosiPay and Professional Services Tools   Understand the possibilities of leveraging modules you may already be entitled to use to drive accuracy and efficiency across your organization.
Presented by Brenda Willey: CAL

By Anya Ciecierski, CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner

The March Newsletter includes:

MS Convergence Attendee Promotion:
Take advantage of the Convergence 2012 Attendee Sales Offer!

Save the Date Microsoft Convergence 2013:
March 18-21 – New Orleans, LA

ISV Spotlight: Ariett
Payment Solutions for Dynamics GP.

Learn How to Delegate Your Tasks
Article from USA Today

CAL Connect2012: Sessions Descriptions Announced
Enjoy a full day of training, learn how to get more from your GP solution and network with peers.

Order Entry, Inventory Planning & Container Management for Microsoft Dynamics GP:
Thor Case Study

Learn More About MS Dynamics Upcoming GP 2013 Release
by…Errol Schoenfish

Current Promotions
Microsoft Dynamics Convergence 2012 Attendee Sales Offer
Reenrollment Award for Microsoft Dynamics GP

Click here for a complete list of Past CAL Zone Newsletters
Click here for a complete list of Dynamic GP Tips & Tricks

Download and Print:
Using the Account Rollup Inquiry Screen to Summarize GL Activity

Creating an Account Rollup Inquiry option

Use the Account Rollup Inquiry Options window to define the segment ranges and types of information you want to view in the Account Rollup Inquiry window.

This is a nice companion feature to use with Accounts that are rolled up on your Financial Reports (in FRx, Management Reporter, etc.)

To create an account rollup inquiry option:

1. Open the Account Rollup Inquiry window.
   (Inquiry >> Financial >> Account Rollup)
2. Choose Modify to open the Account Rollup Inquiry Options window.
3. Enter a name for the option you are creating.
4. Select the segment you want to use to sort the information. The selection you make here will control how the information is sorted in the Account Rollup Detail Inquiry Zoom window.
5. Select the number of columns of information you want to display.
6. For each column of information, enter the column heading you want to use, and the type of information you want to display. If you selected Budget or Other Currency for the type, enter or select the budget or currency you want to display. If you selected the type Calculated, choose the Selection lookup button to open the Account Rollup Inquiry Calculated Column window. For more information, contact CAL or hit F1 in the window.
7. Enter restrictions to define the segment ranges you want to create this inquiry option for. You can set up multiple ranges for a single segment.
8. Choose Save to save the account rollup inquiry option.

Here is a Sample Calculation:

The expression is saying: Budget (which is Column 2) minus Actual (which is Column 1).

Here is what a completed setup window can look like:

Sample of Completed Account Rollup (in Action)

If you click on one of the periods, you can zoom in and view or print more details:

The February Newsletter includes:

Amber’s Tips & Tricks
Using the Account Rollup Inquiry Screen to Summarize GL Activity

Boost Your Productivity:
Article from USAToday, about increasing your efficiency and effectiveness.

ISV Spotlight: BizNet Software
BizNet Software, Inc. is a market leader for Microsoft Excel in-memory business reporting and business intelligence.

GP Tips & Tricks Blog
www.calszone.com/gptipsblog

CAL Connect2012: GP User Event
Enjoy a full day of training, learn how to get more from your GP solution and network with peers.

CAL Classroom Training:
Introduction to Management Reporter (for new GP / MR users)

What Rob’s Your Time?
by…Professional motivational speaker, Joy Baldridge

Current Promotions
Microsoft Dynamics Convergence 2012 Attendee Sales Offer
Reenrollment Award for Microsoft Dynamics GP

Click here for a complete list of Past CAL Zone Newsletters
Click here for a complete list of Dynamic GP Tips & Tricks

Office 365 offers a range of services from to email via Exchange, to Lync to SharePoint Online in the Cloud. What is Office 365?

It all started when John saw a simple demo of expense management in Excel 2010 with SharePoint Online (Office 365).  But asked, how do you pay the employee for the expense report? With Dynamics ERP software (for example Dynamics GP). This is the tool to use to manage AP invoices and pay employee expenses. But how can you enable that expense report “in the cloud” with an on premise Dynamics GP system? And how can we get from the online version of SharePoint in Office 365 to Dynamics GP?

He solves this dilemma with two simple techniques to “bridge” between SharePoint Online and his Dynamics ERP on premise. According to his post:

1. The first technique is to use Excel both as a tool to complete the expense report in the cloud and as well as a conduit to my intranet.  Once I open an Excel workbook from SharePoint Online on my local machine, I now have access to resources behind the firewall, thus providing an easy and secure way to access to local resources like a web service that can link to my on premise Dynamics ERP without all the complexity of the sandbox Silverlight callouts.  Basically thru bringing the document and data on premise thru Excel.
2. The second technique is to leverage SharePoint Online workflow and email integration.  By triggering a SharePoint Online workflow via a task approval event in SharePoint Online I can have workflow send email to an on premise process or folder in a SharePoint on premise server that enables me to action the expense report at a data level where information like Vendor Id, Document Number, Invoice Amount can move from the spreadsheet to/thru a process to a web service that handles the create/post to Dynamics ERP.  This technique uses the DIP (Office Document Information Panel) to move values from Excel into SharePoint Online.

Watch John’s demo of the 2 scenarios to Connect Office 365 SharePoint Online and Dynamics ERP.

The January Newsletter includes:

Amber’s Tips & Tricks
Sales Transactions NOT Moving to History

Microsoft Convergence 2012
Experience the real business value of Convergence 2012

ISV Spotlight:
Encore Business Solutions

CAL Support Reminder
Schedule Time-Sensitive Support

Trim Your Overworked Day
USA Today’s article.

CAL Classroom Training
Introduction to Management Reporter (for new GP / MR users)

Currents Promotions 
Reenrollment Award for Microsoft Dynamics GP

Click here for a complete list of Past CAL Zone Newsletters
Click here for a complete list of Dynamic GP Tips & Tricks

The December Newsletter includes:

Microsoft Convergence 2012:
 Houston, TX March 18-21 Early Registration Discount and 4 Reasons you should attend.

Are You Ready for Year End Closing: 
Microsoft’s Year End Checklists and other helpful tips and tricks

ISV Spotlight: Blue Moon Industries: 
 Blue Moon’s Operations Core solutions help your backoffice work more effectively with your warehouse, improving accuracy, efficiency, and customer satisfaction..

CAL Winter Training Calendar: 
Check out our newly published full schedule of Microsoft Dynamics GP group training classes

CAL Client Lunch & Learn: 
CustomerSource, Client Resource Center, GP Tips, and More!

Currents Promotions: 
Reenrollment Award for Microsoft Dynamics GP and Microsoft Dynamics ERP Business Ready Licensing Module Offer

Click here for a complete list of Past CAL Zone Newsletters
Click here for a complete list of Dynamic GP Tips & Tricks

If you want to do math with Excel, your only choice is to write formulas, right? Wrong! Get familiar with Excel’s Paste Function dialog box, and learn how to perform a variety of basic math operations without a single formula. Here is a scenario: Your Company’s product price list stored in a worksheet. Your boss informs you that all prices must be increased by 5 percent.

You could create some formulas to do the math, and then convert the formulas to values, and then copy and paste the new prices over the old prices. Or, you could use this more efficient method:

1. Enter 1.05 into any blank cell (This is the “multiplier” that will increase the prices by 5 percent)
2. Select the cell you used in Step 1 with the mulitplier, and choose Edit, Copy or press Ctrl-C

3. Select the range of values to be changed, and choose Edit, Paste Special to display the Paste Special dialog box
4. Choose the Multiply option and click OK.

And there you have it! The values are changed in an instant. You can then delete the cell that contains the 1.05 multiplier.

Note: The Paste Special dialog box lets you carry out other mathematical operations–like add and subtract, for instance–so you can use this technique for a variety of other calculations.

The November Newsletter includes:

LMT Promotions:
Dynamics GP customers currently licensed on Module Based Licensing (“MBL”) can transition to Business Ready Licensing for $500 per user… 

Are You Ready for Year End Closing:
Microsoft’s Year End Checklists and other helpful tips and tricks

ISV Spotlight:  Mekorma
Mekorma MICR is the best-selling check printing solution for Microsoft Dynamics GP.

CAL Winter Training Calendar
Check out our newly published full schedule of Microsoft Dynamics GP group training classes

Currents Promotions
Reenrollment Award for Microsoft Dynamics GP and Microsoft Dynamics ERP Business Ready Licensing Module Offer

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