help achieve compliance objectives with microsoft dynamics gp
DESCRIPTION
Audit Trails and Electronic Signatures for Microsoft Dynamics GP can help your company comply with governmental and business regulations, laws, standards and practices. By requiring users to get approval prior to making changes and being able to track changes to the data at a field-level by user and date, Microsoft Dynamics GP can help your company maintain compliance and data integrity.TRANSCRIPT
![Page 1: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/1.jpg)
Help Achieve Compliance Objectives with Microsoft Dynamics GP
Presented by:Charles Allen
BKD TechnologiesManaging Consultant
![Page 2: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/2.jpg)
Introduction – Charles Allen
Managing Consultant
More than 20 years experience
Microsoft MVP
![Page 3: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/3.jpg)
Agenda
Introduction
Workflow
Electronic Signatures
Audit Trails
Other Options
Q & A
![Page 4: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/4.jpg)
Introduction
What you will learn in this webcast
How you can use Dynamics to manage compliance
What you won’t learn in this webcast
Why you should comply with the rules.
![Page 5: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/5.jpg)
How GP Can Help You Manage Compliance
Workflow
Electronic Signatures
Audit Trails
![Page 6: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/6.jpg)
Workflow
Provides a way to use automated communications, like e-mail, to request and approve changes or new records
Can be used to authorize documents (sales orders), master record (vendors) and batches (GL)
Available for GP 10 and 2010
![Page 7: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/7.jpg)
Workflows Provided by Microsoft
Documents
Purchase Orders
Sales Quotes
Credit Limit Overrides in SOP
Master Records
Vendors (2010 only)
Employee Onboarding (2010 only)
Personnel Changes (2010 only)
![Page 8: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/8.jpg)
Workflows Provided by Microsoft
Batches
General Ledger
Receivables Management
Payables Management
Electronic Signatures
Microsoft Office SharePoint Server can be used to create additional workflows
![Page 9: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/9.jpg)
How to Interact with Workflow
A user can interact with the workflow system in three ways
By logging into Dynamics GP
SharePoint Workflow Website
Outlook E-mail
![Page 10: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/10.jpg)
System Requirements
Windows SharePoint Services (2010) or Office SharePoint Server (10 and 2010)
Windows Server 2003 or 2008
SQL Server 2005 or 2008
Internet Information Services
Web Services for Dynamics GP
Domain Environment
![Page 11: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/11.jpg)
Workflow Demo
![Page 12: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/12.jpg)
Electronic Signatures
What it is for
Used to manage changes to fields and windows in GP
Cannot be used in scrolling windows
![Page 13: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/13.jpg)
Electronic Signatures
How to decide when to use Electronic Signatures
Identify the points within Microsoft Dynamics GP that require preventive control.
Decide who within the organization should be authorized to release the control.
Decide what information should be captured at the point of the control, and what rules should apply to capturing this information.
![Page 14: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/14.jpg)
Electronic Signatures
Part of the Risk Management Suite
Available for GP 9, 10, and 2010
Available for Advanced Management or Professional licenses
![Page 15: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/15.jpg)
Electronic Signatures Demo
![Page 16: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/16.jpg)
Audit Trails
Used to track changes to data
Tracks data made by users in GP
Can also track changes made outside of GP, like SQL Server queries
Best used for tracking changes to master records and setup records
Transactions have their own columns for tracking users who created the records
![Page 17: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/17.jpg)
Audit Trails
Part of the Risk Management Suite
Available for GP 9, 10, and 2010
Available for Advanced Management or Professional licenses
![Page 18: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/18.jpg)
Audit Trails Demo
![Page 19: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/19.jpg)
Other Solutions
Rockton Software
Auditor
Security Auditor
FastPath
Assure
Audit Trail
Audit View
Config AD
![Page 20: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/20.jpg)
BKD Technologies Support Center
Monday - Friday, 8 a.m. - 5 p.m., call our Support Center toll free at:
Dynamics GP - [email protected]
![Page 21: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/21.jpg)
Where to Get More Information
BKD Technologies - 877.253.7778 or [email protected].
Workflow Installation/Administration Guides
Electronic Signatures User Guide
Audit Trails User Guide
Help Achieve Compliance Objectives with Microsoft Dynamics GP White Paper
eLearning through CustomerSource
![Page 22: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/22.jpg)
Q&A
![Page 23: Help Achieve Compliance Objectives with Microsoft Dynamics GP](https://reader034.vdocuments.site/reader034/viewer/2022051411/5479b76cb379597b2b8b482f/html5/thumbnails/23.jpg)
Next Webinar
Topic: Professional Service Tools Library
Date: March 24, 2010
Register at:
www.bkdtechnologies.com/attend