This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published an Introduction to PurchaseHQ post, but I am experimenting with making video alternatives to the standard blog posts.
You can watch the GP Elementz – PurchaseHQ – Overview video:
This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
PurchaseHQ, one of the three portals available from ISC Software, is intended as a secure and ​easy to use purchasing portal, which allows (from any internet connected device, anywhere at anytime):
With the impending retirement of TLS 1.0 and 1.1 potentially causing problems for email approvals, PurchaseHQ will continue to function uninterrupted as it does not use one of these versions of TLS< but instead a later one which will continue to be supported. While I expect Microsoft to update the Web Services for Microsoft Dynamics GP to a supported version of TLS, this will likely require an upgrade of Microsoft Dynamics GP to be performed. While it is recommend to stay current, this isn't always possible. Purchase HQ will work with all versions of Microsoft Dynamics GP after, and including, the 2013 R2 version when the new Workflow module was introduced.
PurchaseHQ provides simple screens to enable a quick and efficient transaction entry and approval process in a responsive design that works on all form factor devices, from desktop PCs to notebooks, to tablets and mobiles/cellphones.
Extend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device. View released purchase orders, process goods receipts and approve purchase invoices in real-time with Dynamics GP using the PurchaseHQ portal.
This post is part of the GP Elementz from ISC Software series, but is also the series index for the Features of PurchaseHQ from ISC Software sub-series.
In this series of posts I am going to take a look at the features of the PurchaseHQ portal, one of the GP Elementz Portals from ISC Software.
If you’re reading direct on azurecurve, the series index will automatically update, otherwise, you’ll need to check the original post to see the new posts.
This post is part of the GP Elementz from ISC Software series.
There are three GP Elementz portals available from ISC Software for Microsoft Dynamics GP which all share several key features:
All portals are easy to setup and requires no technical skills or additional software or hardware. It is safe and secure on Microsoft Azure and all data remains in your Dynamics GP system with none stored on Azure. Responsive design means it can be used on any device, including cellphones and tablets.
Continue reading “GP Elementz from ISC Software: GP Elementz Portals”
This post is part of the GP Elementz from ISC Software series.
ISC Software is both a VAR (Value Added Reseller) and an ISV (Independent Software Vendor) who have developed a number of add-ons for Microsoft Dynamics GP.
These add-ons come in two forms:
There are currently three web portals available for Microsoft Dynamics GP in the GP Elementz portals range:
Key features of all of the web portals include:
There are five main add-ons available as GP Elementz:
You’ll notice I said there were five main add-ons, but I have listed six; PO Management is a new one which was split off from another larger product and is now being made available to clients. Over the coming series, I will be taking a look at all six of the listed add-ins.
I have been working for ISC Software since January 2019. I have been working in the Microsoft Dynamics GP space since 2003 and ISC are now the third partner I have worked for. However, they are somewhat different to the previous companies for whom I have worked in that as well as being a VAR (Value Added Reseller), ISC are also an ISV (Independent Software Vendor) who have a number of add-ons available for Microsoft Dynamics GP.
While ISC are based in the UK and have an additional office in Dublin, Ireland, the add-ons we sell are available to anyone around the world using Microsoft Dynamics GP. As I have with products from other vendors of add-ons (such as eOne, Fastpath and Jet Reports), I am going to a series of posts on the products available from ISC; in particular I am going to look at the functionality they contain and will at a later date cover the installation and configuration.
I will be interspersing the posts of this series, and sub-series, with other posts as things of interest come up.
Continue reading “GP Elementz from ISC Software: Series Index”
I don’t recall when I wrote this SQL view, but I stumbled across it when I was looking for something else and thought it worth posting.
It uses a common table expression to return the most recent five purchase orders for each vendor.
-- drop view if it exists
IF OBJECT_ID(N'uv_AZRCRV_MostRecentFivePurchaseOrdersByVendor', N'V') IS NOT NULL
DROP VIEW uv_AZRCRV_MostRecentFivePurchaseOrdersByVendor
GO
-- create view
CREATE VIEW uv_AZRCRV_MostRecentFivePurchaseOrdersByVendor AS
/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
WITH PurchaseOrders
(
PONUMBER
,DOCDATE
,VENDORID
,SUBTOTAL
,TAXAMNT
,POSTATUS
,RowNumber
)
AS (
SELECT
PONUMBER
,DOCDATE
,VENDORID
,SUBTOTAL
,TAXAMNT
,POSTATUS
,ROW_NUMBER() OVER (PARTITION BY VENDORID ORDER BY DOCDATE DESC) AS RowNumber
FROM
(
SELECT
PONUMBER
,DOCDATE
,VENDORID
,SUBTOTAL
,TAXAMNT
,POSTATUS
FROM
POP10100
UNION ALL
SELECT
PONUMBER
,DOCDATE
,VENDORID
,SUBTOTAL
,TAXAMNT
,POSTATUS
FROM
POP30100
) AS PurchaseOrders
)
SELECT
PONUMBER
,DOCDATE
,VENDORID
,SUBTOTAL
,TAXAMNT
,CASE POSTATUS
WHEN 1 THEN 'New'
WHEN 2 THEN 'Released'
WHEN 3 THEN 'Change Order'
WHEN 4 THEN 'Received'
WHEN 5 THEN 'Closed'
WHEN 6 THEN 'Cancelled'
END AS POSTATUS
FROM
PurchaseOrders
WHERE
RowNumber <= 5
GO
GRANT SELECT ON uv_AZRCRV_MostRecentFivePurchaseOrdersByVendor TO DYNGRP
GO
As it is written as a view, it can easily be used in SmartList Designer, SmartList Builder, Refreshable Excel Reports, SSRS or other reporting tools.
Update on 6/4/2020: Correct corrupt SQL
Back in August 2011 I posted a SQL script which transfers vendor email addresses from the INET1 to the Email Address field and today’s script is a variation of that one.
The original script I posted only did a transfer for vendors and would migrate the INET1 one field regardless of whether there was already something in the Email Address field.
This new script only does the transfer if INET1 is longer than 1 character and the Email Address field is empty.
It also sets the Email Bcc Field to a supplied email address.
/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
UPDATE
SY01200
SET
EmailToAddress = INET1
,EmailBccAddress = 'purchase.archive@example.com'
WHERE
Master_Type = 'VEN'
AND
LEN(CAST(INET1 AS VARCHAR(100))) > 0 AND LEN(CAST(EmailToAddress AS VARCHAR(100))) = 0
GO
UPDATE
SY01200
SET
EmailToAddress = INET1
,EmailBccAddress = 'sales.archive@example.com'
WHERE
Master_Type = 'CUS'
AND
LEN(CAST(INET1 AS VARCHAR(100))) > 0 AND LEN(CAST(EmailToAddress AS VARCHAR(100))) = 0
GO
Following on from the last post, in which I posted a script to get accounts linked to a vendor, this post is a script which returns all accounts which are set as available in lookups in the Purchasing series.
The SQL is straightforward, but I had to work out the binary entries to check for by saving and checking each combination.
/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
['Account Master'].ACTINDX
,['Account Index Master'].ACTNUMST
,['Account Master'].ACTDESCR
FROM
GL00100 AS ['Account Master']
INNER JOIN
GL00105 AS ['Account Index Master']
ON
['Account Index Master'].ACTINDX = ['Account Master'].ACTINDX
WHERE
DSPLKUPS IN
(
0x04000000 -- purchasing
,0x05000000 -- sales/purchasing
,0x06000000 -- inventory control/purchasing
,0x07000000 -- sales/inventory control/purchasing
,0x0C000000 -- purchasing/payroll
,0x0D000000 -- sales/purchasing/payroll
,0x0E000000 -- inventory control/purchasing/payroll
,0x0F000000 -- sales/inventory control/purchasing/payroll
,0xFFFFFF7F -- never set
)
GO
I recently needed to select all assigned purchasing accounts for a particular vendor; this would include both the normal purchasing one on the Vendor Account Maintenance window and the additional ones in the Additional Vendor Accounts window.
The SQL is fairly straightforward, but I had to make sure each account was only included once:
/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT DISTINCT
['Account Master'].ACTINDX
,['Account Index Master'].ACTNUMST
,['Account Master'].ACTDESCR
FROM
PM00200 AS ['PM Vendor Master']
LEFT JOIN
PM00203 AS ['Vendor Accounts']
ON
['Vendor Accounts'].VENDORID = ['PM Vendor Master'].VENDORID
LEFT JOIN
GL00100 AS ['Account Master']
ON
['Account Master'].ACTINDX = ['Vendor Accounts'].ACTINDX
OR
['Account Master'].ACTINDX = ['PM Vendor Master'].PMPRCHIX
LEFT JOIN
GL00105 AS ['Account Index Master']
ON
['Account Index Master'].ACTINDX = ['Account Master'].ACTINDX
WHERE
['PM Vendor Master'].VENDORID = 'ADVANCED0001'
GO