The CAL Zone - ERP Tips & Tricks Newsletter

This Issue

Amber’s Tips & Tricks

ISV Spotlight: Panatrack

Highlights of Convergence 2011

Best New Features of GP 2010 R2

Current Promotions

Upcoming Webinars

CAL Blog Posts

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Lucky CAL Customer Wins $5,000 at Convergence! Congratulations to Michael at Somerset Capital who won the $5,000 cash prize from The Spot 2011 party at Convergence 2011. Attend Convergence 2012 and you might win too!

Amber’s Tips & Tricks

Opening and Closing Specific Transaction Windows for Each Fiscal Period

This is a great tip that I saw at Convergence 2011. I was able to use it onsite with a customer the first week I returned.

Check out the Tip

Speaking of GP Conferences, I have been invited to present at a free Virtual Conference called Decisions 2011 presented by MS Dynamics World. Please see the article below for more information. There will be sessions by several GP “MVP’s” and one session by yours truly!

ISV Spotlight: Panatrack

PanatrackerGP is a bar code data capture solution integrating directly to Dynamics GP. Solutions include Inventory Management, Fixed Asset Tracking, and

Mobile Sales Processing. Eliminate duplicated paper-based entry by capturing and validating transactions at the point and time they occur with a handheld computer. The Inventory Management solution supports receiving, adjustments, transfers, stock count, and order picking. Keep track of assets (Add, Update, and Validate) with the Fixed Asset module. The Mobile Sales solution captures sales and delivery transactions complete with signature capture, receipt printing, and accepting payments. Add efficiency to your Dynamics GP investment with PanatrackerGP.

Highlights of Convergence 2011

CAL had 13 clients attend Convergence this year. We would like to say congratulations to our client Gary Blanchette from AMAX Incorporated, who was featured in the opening keynote for their successful Dynamics GP implementation, and also Michael from Somerset Capital who won the $5,000 cash prize giveaway from “The Spot”.

Next year Convergence 2012 will be in Houston, TX : March 18-21 so save the date and we hope you can attend! Sign up at the official Convergence 2012 page for registration alerts. Visit our Convergence 2011 Highlights page to see photos from this year’s event and client testimonials.

Join CAL’s Amber Bell at Decisions 2011 Virtual Conference

Decisions 2011 GP Day is the perfect opportunity for Dynamics GP users and professionals alike to enjoy 6 hours full of expert sessions, networking opportunities, prizes and exhibitors all focused on Dynamics GP! As an attendee you can expect to:

-Talk with presenters
-Ask questions about your own GP implementation
-Demonstrate your expertise by answering other users’ questions
-Network and trade contact information with other professionals
-Get industry perspective from exhibitors with specific vertical experience
-Win great prizes and more!

Amber will be presenting a session Conducting a GP Annual Physical: Simple Steps to Diagnosing the Health of Your MS Dynamics GP System

Best New Features in Microsoft Dynamics GP 2010 R2

Its last major release, Dynamics GP 2010, was released in April 2010 and this May brings the release of Dynamics GP 2010 R2. This release is very feature rich. Of all the new features, there are a few that really stand out and that you should know about.

-Business Analyzer – Business Analyzer is a new feature in GP 2010 that allows you to get more business intelligence out of your information. In R2, you can create report packages with predefined settings so that users can use the work independently.
-Even more Microsoft Word templates – Dynamics GP 2010 came with a lot of new Word templates but R2 has amped up this feature. The ready to use Word forms now include orders, invoices and returns.
-External Documents – One of the many Word templates won’t work for what you need? That’s ok because now you can replace your preprinted forms by taking any Report Writer report and converting it into a professional-looking external-facing document.
-List Performance Enhancements – With the use of external lists, people can now view and update information outside of GP – which frees up Power Users to spend their time in more productive ways.

Microsoft Dynamics GP 2010 R2 has many more features within Productivity, Operations, Service and IT that will enhance the value of this ERP software.

Current Promotions

Human Resource Management Module Offer
Microsoft Dynamics GP customers on a current Enhancement Plan can purchase any of the Microsoft Dynamics GP Human Resource Management a la carte modules for up to 20% off of Microsoft’s standard list price. Offer Valid: March 1, 2011-June 24, 2011

Microsoft Dynamics ERP Spring Season Offer
Expand your ERP solution with this special “Microsoft Dynamics ERP Spring Season Offer.” You can purchase additional user licenses for up to 20% off of Microsoft’s standard price list for your current Microsoft Dynamics GP system. Discount applicable on a minimum of two (2) licenses and up to a maximum of 20 licenses. Offer Valid: May 1, 2011-June 24, 2011

SmartList Builder and Extender Module Offer
Microsoft Dynamics GP customers on a current Enhancement Plan can purchase any of the Microsoft Dynamics GP Human Resource Management a la carte modules for up to 20% off of Microsoft’s standard list price. Offer Valid: March 1, 2011-June 24, 2011 Click here for a complete list of Microsoft Dynamics GP promotions