Category: Dynamics

Create SmartConnect Journal – Standard Map: Create Integration Map

Ian Grieve2 minute read0 comment

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the prerequisites decided, in this post, I’m going to start creating the Journal – Standard integration, the first step of which is to define the Source & Destination information.

To create the integration, launch SmartConnect and on the Map tab click the Create button on the action pane:

SmartConnect Map tab showing action pane

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Create SmartConnect Journal – Standard Map: Prerequisites

Ian Grieve1 minute read0 comment

eOne SolutionsThis post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

The prerequisites for creating a new integration map are quite straight forward:

    Decide on the type of integration to be created.
  • Decide how the integration should work.
  • Create the source data template.

The integration I am creating as part of this series is one of the easiest which can be created; it is a standard General journal integration. I always create this map after implementing SmartConnect (and before starting to use SmartConnect, Integration Manager) as it is a quick and easy one to create and which will be useful to all clients.

The most useful way of creating this integration for clients, is to create an integration which polls a folder every few minutes on a schedule and which reads data from an Excel spreadsheet. This approach allows one integration to be set up and usuable by all users; as it is a folder being polled, the files dropped into the folder can have any name and, as long as the format matches the template, SmartConnect will attempt to integrate the data.

In the past when using Integration Manager, the source file would be a CSV or TXT file as Integration Manager couldn’t easily handle Excel spreadsheets; SmartConnect has no such limitation, so I am going to use the Excel version of the Integration Manager template:

Excel spreadsheet source with BatchID, TrxDate, Reference, Account, Debit, Credit and DistRef columns

With the above decided and in place, the next post, in this series, will start to cover the creation of the integration map in SmartConnect.

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Create SmartConnect Journal – Standard Map: Series Index

Ian Grieve1 minute read10 Comments

eOne SolutionsI recently did a series on Implementing SmartConnect, from eOne Solutions; in this series I am going to create a simple integration map to show how SmartConnect can be used to integrate standard journals into Microsoft Dynamics GP from a predefined folder.

The series index below will update as each post in the series goes live (unless you’re reading a syndicated version of this post in which case check back to the original post).

Create SmartConnect Journal – Standard Map
Create Integration Map
Configure Destination
Configure Distributions
Define Header Mapping
Run Integration
Schedule Integration
Connection Could Not be Validated Error
Credit Amount Was Not Supplied Error
Could Not Run The Scheduled Map
Conclusion
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Delete Corrupt Fixed Allocation Master (GL00103) Data

Ian Grieve2 minute read1 Comment

Microsoft Dynamics GPI was recently putting together a report for a client on Fixed Allocation Accounts and came across some corrupt data in the Fabrikam, Sample Company, Database. To avoid encountering this issue again, next time I am working in this area, I put together a simple script to remove the corrupt records by joining Fixed Allocation Master (GL00103) with Breakdown Account Master (GL00100) to identify the data which should not be there and delete it; this makes the script generic enough that I can use it on a live company should the need ever arise.

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://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).
*/
DELETE FROM
	['Fixed Allocation Master']
FROM
	GL00103 AS ['Fixed Allocation Master']
INNER JOIN
	GL00100 ['Account Master']
		ON
			['Account Master'].ACTINDX = ['Fixed Allocation Master'].ACTINDX
		AND
			['Account Master'].FXDORVAR = 2

As always, before you run any script, ensure you have a good backup of your database and verify the results after the script has been run.

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Implementing Enhanced Notes: Conclusion

Ian Grieve3 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Over the last few posts, I’ve been taking a look at the Enhanced Notes Microsoft Dynamics GP add-on from ISC Software. This module replaces the standard Notes one and gives the ability to record discrete notes against any record or window.

I realise I’m not the impartial voice on providing a review of this product, as I work for ISC Software.

However, I do like Enhanced Notes and I think a few of the clients I’ve worked with in the past would love it. The ability to record discrete user/date/time stamped notes is a really good one. A number of clients use the standard notes, manually adding user, date and time to the comments with the newest a the top, but this gives you a potentially very long monolithic notes record.

It’s an easy add-on to install and configure and, with a free trial, there is no cost to giving the module a try in the Fabrikam sample company database, other than time.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]
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Errors Starting Local by Flywheel

Ian Grieve1 minute read0 comment

Local By FlywheelI fired up Local by Flywheel again recently to test some changes to a plugin; as it started I received a series of errors:

Error message

Error

Uh-oh! We ran into a hiccup when trying to start the Local Machine.

Unable to start the VM: C:Program FilesOracleVirtualBoxVBoxManage.exe startvm local-by-flywheel --type headless failed:

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Implementing Enhanced Notes: Registration

Ian Grieve2 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When you decide that you want to use Enhanced Notes in companies other than the Fabrikam Sample Company, you need to place an order with ISC
Software. You will then receive a registration key which needs to be input into the Enhanced Notes Registration window:

Enhanced Notes Registration

The Site Name will be read from you Microsoft Dynamics GP registration information; copy and paste the three keys supplied by ISC Software and click OK to register the product.

Enhanced Notes will now be available to use in all companies.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]
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Implementing Enhanced Notes: Using Enhanced Notes

Ian Grieve2 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Once Enhanced Notes has been installed and configured, it replaces the Dynamics GP Notes window everywhere it appears on both records and windows. The notes icon will still appear as white when there is no note, or yellow when there is.

If, for example, you open the Notes window for a customer, you’ll see the Enhanced Notes window:

Enhanced Notes window

In this window, I have entered a note as well as selecting a category and subcategory; I am not emailing this or creating a task; I could use the paperclip icon to attach a PDF of the email if required.

Continue reading “Implementing Enhanced Notes: Using Enhanced Notes”

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Implementing Enhanced Notes: Change Configuration

Ian Grieve1 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Now that we have Enhanced Notes installed and deployed, we can configure it for use; there are four sections to the configuration:

Enhanced Notes Setup window

Continue reading “Implementing Enhanced Notes: Change Configuration”

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Implementing Enhanced Notes: Configure Security

Ian Grieve2 minute read0 comment

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When Enhanced Notes is deployed to a company, there are two security roles created:

  1. ENHANCED NOTES – which gives users access ton the Enhanced Notes instead of the standard Dynamics GP Notes window.
  2. ENHANCED NOTES SETUP – which allows users to change the configuration of the Enhanced Notes module.

All non-POWERUSER* users are automatically assigned the Enhanced Notes security role when it is installed, but future users will need to be assigned it via User Security Setup (Adminstration » Setup » System » User Security):

User Security Setup

Any user other than a POWERUSER* will need to be assigned the Enhanced Notes Setup role.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]
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