Category: Microsoft

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.

All configuation of PurchaseHQ is done through add-in installed into Microsoft Dynamics GP. The Purchasing Portal Setup window (Administration area page » Setup » System » PurchaseHQ » PurchaseHQ System Setup) is accessible initially only to the DYNSA or em>sa accounts:

Continue reading “Features of PurchaseHQ from ISC Software: Configuration”

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 secure access post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – PurchaseHQ – Secure Access 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.

One of the key principles behind the development of PurchaseHQ was that it be secure and, unlike the Web Services for Microsoft Dynamics GP, it uses a version of the TLS standard which is not being retired in 2020.

PurchaseHQ has four components:

1. The Portal itself, which is hosted on Microsoft Azure, providing a robust, scalable platform for users to access and which is protected with an SSL certificate.
2. The Azure Relay which handles communication from the Connector Service to and from the Portal.
3. The Connector Service which is installed on a server in your domain and which initiates and handles communication to and from the SQL Server to the Portal.
4. The Client Components which are installed on the Microsoft Dynamics GP clients and allow users to configure PurchaseHQ and maintain which users have access to log onto the portal.

No data is held on the Portal on Azure and no communication channels are initiated by the Portal; instead all data is held in databases on the SQL Server with all communication initiated by the Connector Service outbound, meaning that no ports need to be opened on the firewall for PurchaseHQ t be used. This is an advantage of PurchaseHQ over the email actions available with the standard Web Services approvals which require a port (48620 by default) to be opened for inward bound communications.

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):

• Entry of purchase requisitions or purchase orders (depending on setup).
• Entry of goods receipts.
• Clear view of pending approvals from the standard Microsoft Dynamics GP Workflow module.
• Secure approval, or rejection, of standard Microsoft Dynamics GP Workflow purchasing series approvals.
• Amend payable transactions distributions on a task step in a Payables Transaction Approvals workflow.

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.

Features of PurchaseHQ from ISC Software
Introduction to PurchaseHQ
Introduction to PurchaseHQ [Video]
Secure access
Secure access [Video]
Configuration
Configuration [Video]
Setup images
Setup images [Video]
Granting users access
Granting users access [Video]
Enter a Purchase Requisition
Enter a Purchase Requisition [Video]
Enter a Purchase Order
Enter a Purchase Order [Video]
View my orders
View my orders [Video]
Workflow Integration
Workflow Integration [Video]
Document Approval
Document Approval [Video]
Receive Goods
Receive Goods [Video]
Supplier Invoice Approval (Non-Workflow) Overview
Supplier Invoice Approval (Non-Workflow) Overview [Video]
Supplier Invoice Approval (Non-Workflow) configuration
Supplier Invoice Approval (Non-Workflow) configuration [Video]
Supplier Invoice Approval (Non-Workflow) Create Approvers
Supplier Invoice Approval (Non-Workflow) Create Approvers [Video]
Supplier Invoice Approval (Non-Workflow) Configure Delegation
Supplier Invoice Approval (Non-Workflow) Configure Delegation [Video]
Supplier Invoice Approval (Non-Workflow) submit transaction for approval
Supplier Invoice Approval (Non-Workflow) submit transaction for approval [Video]
Supplier Invoice Approval (Non-Workflow) in portal
Supplier Invoice Approval (Non-Workflow) in portal [Video]
Free Trial Available
Free Trial Available [Video]

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:

• Access data from anywhere and on any device.​
• Safe and secure portals using Microsoft Azure.​​​
• Fast and simple set up​​.
• Ease of use​.
• Portal branded with your own logo and background image.​

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:

1. GP Elementz portals which are fully response HTML5 portals which securely connect with Microsoft Dynamics GP.
2. GP Elementz are Dexterity add-ins for Microsoft Dynamics GP which provide additional functionality in the client software. They are compatible with both the desktop and web client versions of Microsoft Dynamics GP.

GP Elementz Portals

There are currently three web portals available for Microsoft Dynamics GP in the GP Elementz portals range:

1. ​​CustomerHQ – Provide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
2. SalesHQ – Provide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
3. PurchaseHQ – Extend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

• Access data from anywhere and on any device.​
• Safe and secure portals using Microsoft Azure.​​​
• Fast and simple set up​​.
• The user interface make the portals easy to use​.
• Your portal can be branded with your own logo and background image.​

GP Elementz

There are five main add-ons available as GP Elementz:

• Enhanced Notes​ – Extends and secures standard notes by allowing multiple separate notes to be recorded against records. Includes user alerts, categorization and audit functionality.
• Financial Elementz – A collection of windows and reports that enhance standard financial Dynamics GP function.
• Distribution ​Elementz – ​A collection of windows & reports that extend Dynamics GP SOP, POP and inventory functions.
• Invoice Transformer – Consolidate or ‘mirror’ SOP invoices. Transfer item lines between SOP invoices.
• PO Management – Alternative to the standard SOP-POP Link which allows for partial invoicing of committed sales orders.
• ​Security ​Informer – Provides on-screen messages stating details of which window or report access is denied.

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”