Implementing Rockton’s SmartFill: Client Installation

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

The second step in implementing SmartFill is to install the remaining clients.

Using the previously downloaded installer, extract the downloaded file and run the SmartFillSetup.exe as Administrator by right-clicking:

SmartFillSetup.exe

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Implementing Rockton’s SmartFill: What Is SmartFill

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

Before starting the installation, I thought it might be useful to do a post, covering what functionality SmartFill contains.

Simply put, SmartFill allows you to perform a more flexible lookup than the standard ones in Microsoft Dynamics GP. For example, you can type only a few characters of an Item Number or Item Description and a list of data matching will be returned; the search performed is a begins with or contains (depending on configuration) which makes it easy to find the required data.

By default SmartFill ships with a large number of default searches, but can be customised to add more or change the default ones; and can also be configured to to be available to 3rd party modules.

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Implementing Rockton’s SmartFill: Series Index

Rockton SoftwareI periodically take a look at different offering from ISVs, of which there are many. One that I’ve looked at recently is SmartFill from Rockton Software.

I figured a small series on implementing it might be useful as I step through the process myself. Over the new few posts, I’ll be installing and configuring SmartFill.

Implementing Rockton's SmartFill
Implementing Rockton's SmartFill: What Is SmartFill
Implementing Rockton's SmartFill: First Client Installation
Implementing Rockton's SmartFill: Client Installation
Implementing Rockton's SmartFill: Registration
Implementing Rockton's SmartFill: Search Using SmartFill
Implementing Rockton's SmartFill: Configuring Security
Implementing Rockton's SmartFill: Customising Search Options
Implementing Rockton's SmartFill: Review

Organisational Accounts for Workflow in Microsoft Dynamics GP 2018

Microsoft Dynamics GPWith the release of the Microsoft Dynamics GP 2018 July Hotfix you now have the option of using Azure Active Directory Organization Accounts for the originator, approver and manager roles in Microsoft Dynamics GP Workflow.

Making Azure Organisation Accounts work with Workflow for originators, approvers and managers now means that Workflow can be used in pure Azure environments which do not have a traditional Domain Controller available.

Lucas Miller on the Dynamics GP Support and Services Blog has a blog post running through the steps to configure and install the necessary components to use this new functionality.

GP Transaction Search: Installing the SQL Stored Proc for v1.0.0.4

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

When running through the installation of the GP Transaction Search the other day, I didn’t cover the deployment of the SQL stored proc.

In the downloaded zip file, there is a SQL script called csspGLTransactionSearch v1.1.sql which needs to bedeployed in each company database:

Windows Explorer

Once this is deployed, the PM Transaction Search window will be fully working.

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GP Transaction Search: Installation of v1.0.0.4

Precipio ServicesThis post is part of the series on the new, free, GP Transaction Search window from Steve Endow of Precipio Services.

The installation of the GP Transaction Search window is a nice simple one.

First off, download the addin from the Precopio Services website.

The downloaded file is a zip which contains the four versions currently available:

GP Transaction Search zip

I am installing the Microsoft Dynamics GP 2018 version, so have opened the 2018 folder.

Copy the contents of the folder to the Dynamics GP addins folder which is a subfolder of the installation one (by default this is C:/Program Files (x86)/Microsoft Dynamics/GP2018/).

Depending on your security settings, you may need to Unblock the dlls. To check if this is necessary, right click each one in turn and click on Properties. If there is a checkbox called ,em>Unblock, mark this and click OK to save changes.

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Implementing Jet Enterprise: Implementing Jet Professional

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

No, the title is not a mistake. When you purchase Jet Enterprise, you also get a licence for Jet Professional. This ensures you get the full reporting capability available from Jet Reports. It also means that as well as following my series on Implementing Jet Enterprise, you should also follow the series on Implementing Jet Professional.

In the last post, on the Jet Enterprise sample reports, I said you could use the reports for both Jet Professional and Jet Enterprise, but forgot to say how. The how is because you have access to Jet Professional if you install it.

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Implementing Jet Enterprise: Sample Reports

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

As with the other versions of Jet Reports, there are sample reports available from Jet Reports. Back in May I posted about the sample reports for Jet Professional.

The download for Jet Professional and Jet Enterprise is the same one; with jet Enterprise all of the files in the download will be able to be used.

To download the use the reports, follow the instructions in the Jet Professional sample reports post.

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Implementing Jet Enterprise: Schedule Execution Package

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

The final step in automating the deploy and execution of the project, is to create the scehdule. Do this in the Jet Data Manager Server by selecting the Execution tab, right click on the execution package to which you want to add the schedule and then click Add Schedule:

Jet Data Manager Server: Execution

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Implementing Jet Enterprise: Test Execution Package

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Enterprise sub-series.

In the last post, I stepped through the creation of an execution package; I am going to set this to execute automatically on a schedule, but first I am going to manually run it to ensure that it works.

To test the execution package, select the Execution tab, right click on the execution package to test and click Execute:

Jet Data Manager Server: Execution

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