MDGP 2018 R2 Feature of the Day: Letter Writing Assistant in Web Client

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-first Feature of the Day is Letter Writing Assistant works in the web client.

This feature is the Letter Writing Assistant now works in the web client; when in the SmartList window and you click on the Word option, the templates are available as they are in the windows client:

Web Client

Letter Writing Assistant was one of the few pieces of functionality which did not work in the web client, so it is nice to see it being made available.

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MDGP 2018 R2 Feature of the Day: SmartList Designer Favourites in Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twentieth Feature of the Day is SmartList Designer favorites in navigation list.

This feature is SmartList Designer Favorites will now display in the navigation lists. Previously, only standard SmartList favourites would display in the SmartList Favorites navigation list, but with this feature all those favourites created for SmartList Designer SmartLists, will also now display:

SmartList Favorites navigation list

I have a handful of clients using SmartList Designer, but the majority of my clients use SmartList Builder from eOne Solutions due to functionality differences. Even those clients using SmartList Designer never, to the best of my knowledge, use the SmartList Favorites navigation list.

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MDGP 2018 R2 Feature of the Day: New SmartList for Deposits on Unposted Sales Transactions Has Been Created

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The ninth Feature of the Day is a new SmartList for deposits on unposted Sales Transactions has been created.

Deposits on Unposted Sales Transactions is a new favorite under Sales Transactions so you can quickly see customers that have put a deposit on a sales transaction but the sales transaction hasn’t been posted; no more searching through the sales records to see the deposits, now you have a new SmartList to view the details:

New SmartList for Deposits on Unposted Sales Transactions Has Been Created

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Handling The Broken ClearCompanies Script

As I covered in this post there is a problem in the Clear Companies script available from Microsoft which breaks the User Smart List Master (ADH00100) table.

The issue is that the clear companies script deletes rows from the ADH00100 table when the relevant database doesn’t exist. This will only be a problem for sites which have SmartList objects created with SmartList Designer, which explains why I haven;t seen the problem more often.

I posted the code which can be used to update the clear companies script, but if you don;t want to maintaina custom version of this script, there are two actions you can take.

If you know of this issue in advance of running the clear companies script, you can build into your process the runing of a script against the table to change all of the CMPANYID entries in the table to the number of a company which does exist:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
UPDATE
	['User Smart List Master']
SET
	CMPANYID = (SELECT TOP 1 CMPANYID FROM SY01500 ORDER BY CMPANYID DESC)
FROM
	ADH00100 AS ['User Smart List Master']
WHERE
	CMPANYID <> 0
AND
	(SELECT COUNT(database_id) FROM sys.databases AS ['System Databases'] WHERE ['User Smart List Master'].CMPANYID = ['System Databases'].database_id) = 0
GO

This script is configured to only update the CMPANYID field when the relevant database doesn;t exist or the field is set to 0.

Continue reading “Handling The Broken ClearCompanies Script”

Deleting A Company Breaks SmartList

Microsoft Dynamics GPA client recently replicated their live system over to a standalone test system, but, when they did so, they did not migrate all of the databases over. They took all of the live and test over, but did not take the historical databases. After copying the databases over, they ran the Clear Companies script available in KB855361.

Everything looked fine, until they tried to open SmartList when they received an unhandled script exception error; I don’t have a screenshot of the error, but the text is reproduced below:

Microsoft Dynamics GP

Unhandled script exception:
Index 0 of local array is out of range in script 'ASI_Initialize_Explorer_Tree'. Script terminated.

I did some checking around (both reviewing data using SQL Profiler, but also searching online where I found this thread on the Dynamics Community forum.) and determined that the error is related to the User Smart List Master (ADH00100) table.

Continue reading “Deleting A Company Breaks SmartList”

MDGP 2018 RTM Feature of the Day: SmartList Favorite Password Protection

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The sixteenth Feature of the Day is SmartList Favorite Password Protection. This new feature is in response to the reaction to the Microsoft Dynamics GP 2016 R2 new feature of SmartList Favorite Protection.

The problem with this feature, was that the security was at the global SmartList level so all SmartLists would be protected by the same password. The new feature being introduced in Dynamics GP 2018, is password protection at the SmartList Favourite level:

Add or Remove Favorites

I’m bery happy to see the password available at the SmartList Favourite level as this will make it useful to quite a few clients who have asked about how to protect their favourites. It’s also nice to see it for another reason; it shows that Microsoft is responsive to the requests of the Dynamics GP community.

You can influence the development of Microsoft Dynamics GP by submitting, and voting on, suggestions on the Microsoft Connect website.

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Security Views For Use In SmartList Designer: Group Based Company Access In Management Reporter

Microsoft Dynamics GPA while ago, I did a series of views on the Microsoft Dynamics GP security model. Well, a little after that I wrote a couple of scripts to allow the security configuration of Management Reporter to easily be enquired upon.

This, the second Management Reporter security script, shows security for users as granted by their Group membership. the previous post, on Friday, showed the user based company access.

The view is configured to read the security from a database called ManagementReporter and assumes the user who runs the report has select permissions on this database and relevant tables.

IF OBJECT_ID (N'uv_AZRCRV_GetManagementReporterGroupBasedSecurity', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetManagementReporterGroupBasedSecurity
GO
CREATE VIEW uv_AZRCRV_GetManagementReporterGroupBasedSecurity AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (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
	['Security User'].UserName AS 'Username'
	,['Security User Principal'].Name AS 'Domain Name'
	,['Security User'].LastLoginAttempt AS 'Last Login Attempt'
	,CASE ['Security User'].RoleType
		 WHEN 2 THEN
			'Viewer'
		 WHEN 3 THEN
			'Generator'
		 WHEN 4 THEN
			'Designer'
		 WHEN 5 THEN
			'Administrator'
		ELSE
			'None'
		END AS 'Role'
		,['Security Group Principal'].Name AS 'Group Name'
		,['Security Group Principal'].Description AS 'Group Description'
		,['Control Company'].Code AS 'INTERID'
		,['Control Company'].Name AS 'Company Name'
 FROM 
	Reporting.SecurityUser AS ['Security User'] WITH (NOLOCK)
INNER JOIN
	Reporting.SecurityPrincipal AS ['Security User Principal'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security User Principal'].ID
LEFT JOIN
	Reporting.SecurityGroupUser AS ['Security Group User'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security Group User'].UserID
LEFT JOIN
	Reporting.SecurityPrincipal AS ['Security Group Principal']  WITH (NOLOCK)
		ON
			 ['Security Group User'].GroupID = ['Security Group Principal'].ID
LEFT JOIN
	Reporting.SecurityCompanyPermission AS ['Security Company Group Permission'] WITH (NOLOCK)
		ON
			['Security Group Principal'].ID = ['Security Company Group Permission'].PrincipalID
LEFT JOIN
	Reporting.ControlCompany AS ['Control Company'] WITH (NOLOCK)
		ON
			['Security Company Group Permission'].CompanyID = ['Control Company'].ID
GO
GRANT SELECT ON uv_AZRCRV_GetManagementReporterGroupBasedSecurity TO DYNGRP
GO

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Security Views For Use In SmartList Designer: User Based Company Access In Management Reporter

Microsoft Dynamics GPA while ago, I did a series of views on the Microsoft Dynamics GP security model. Well, a little after that I wrote a couple of scripts to allow the security configuration of Management Reporter to easily be enquired upon.

This first script returns the security based on how the user is configured; the view I will post on Monday shows Group based security.

The view is configured to read the security from a database called ManagementReporter and assumes the user who runs the report has select permissions on this database and relevant tables.

IF OBJECT_ID (N'uv_AZRCRV_GetManagementReporterUserBasedSecurity', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetManagementReporterUserBasedSecurity 
GO
CREATE VIEW uv_AZRCRV_GetManagementReporterUserBasedSecurity AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (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
	['Security User'].UserName AS 'Username'
	,['Security User Principal'].Name AS 'Domain Name'
	,['Security User'].LastLoginAttempt AS 'Last Login Attempt'
	,CASE ['Security User'].RoleType
		 WHEN 2 THEN
			'Viewer'
		 WHEN 3 THEN
			'Generator'
		 WHEN 4 THEN
			'Designer'
		 WHEN 5 THEN
			'Administrator'
		ELSE
			'None'
		END AS 'Role'
	,['Control Company'].Code AS 'INTERID'
	,['Control Company'].Name AS 'Company Name'
FROM 
	ManagementReporter.Reporting.SecurityUser AS ['Security User'] WITH (NOLOCK)
INNER JOIN
	ManagementReporter.Reporting.SecurityPrincipal AS ['Security User Principal'] WITH (NOLOCK)
		ON
			['Security User'].UserID = ['Security User Principal'].ID
LEFT JOIN
	ManagementReporter.Reporting.SecurityCompanyPermission AS ['Security Company Permission'] WITH (NOLOCK)
		ON
			['Security User Principal'].ID = ['Security Company Permission'].PrincipalID
LEFT JOIN
	ManagementReporter.Reporting.ControlCompany AS ['Control Company'] WITH (NOLOCK)
		ON
			['Security Company Permission'].CompanyID = ['Control Company'].ID
GO
GRANT SELECT ON uv_AZRCRV_GetManagementReporterUserBasedSecurity TO DYNGRP
GO

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Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

The second of the new features I’m going to cover is SmartList Favorite Protection.

This feature allows the administrators to define a password which must be entered before a SmartList favorite can be modified. The password is entered in the SmartList Options window (Administration >> Setup >> System >> SmartList Options):

SmartList Options

The password impacts all SmartList favorites. Please do not use ACCESS as the password; I see far too many clients who have this as a password throughout their system. It is in all of the manuals and lots of blog posts so it is pretty much the least secure password you could use.

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: SmartList Favourite Protection”

Hands On With Microsoft Dynamics GP 2016 R2: SmartList Designer Favorites In Advanced Lookups

Microsoft Dynamics GPWith the release of Microsoft Dynamics GP 2016 R2 it’s time for a series of “hands on” posts where I go through the installation of all of it’s components and also look at the new functionality introduced; the index for this series can be found here.

This is the first of the posts where I will be covering the new functionality introduced to Microsoft Dynamics GP 2016 R2. In this post I am going to cover the addition of SmartList Designer favorites in Advanced Lookups new feature.

To use this feature, create a SmartList Designer object:

SmartList Designer

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: SmartList Designer Favorites In Advanced Lookups”