Microsoft Dynamics GP Custom Link Series by Shawn Dorward

Microsoft Dynamics GPMVP Shawn Dorward has recently been taking a look at the use of custom links in Microsoft Dynamics GP. This is an area of Dynamics GP which I have never written about and, while I’ve shown it to a few clients, I don’t think any of them are actually using it.

However, as the series from Shawn shows, custom links can actually be very useful.

The links below are to Shawn’s GP Life Hacks

Microsoft Dynamics GP Custom Link
Using Custom Links to Track Packages, Add Images and More
Adding Custom Links for Customers
Adding Custom Links for Checkbooks, Credit Cards and Currency
Adding Custom Links for Employees
Adding Custom Links for Inventory Items
Adding Custom Links for Vendors
Using Skype for Business from within Dynamics GP

GP Transaction Search v2: Customising the Configuration

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

GP Transaction Search is usable as soon as it has been installed, but can be customised in two ways by amending the GP.TransactionSearch.dll.config which is in the addins folder.

Firstly, you can change the SearchAsYouType valuer from True to False; I’d recommend this change for large datasets or where speed issues are detected:

GP.TransactionSearch.dll.config

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GP Transaction Search v2: Downloading and Installing

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

Now that the prerequisites are installed we can download and install the addin. GP Transaction Search can be downloaded from Precipio Services:

Precipio Services

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GP Transaction Search v2: Installing the Prerequisites

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

In version 2 there is a new prerequisite; the Visual Studio Integration Toolkit (VSIT) from Winthrop DC. In version 1, the GP Transaction Search window replaced the Transaction by Document window; in this version, VSIT has been used to allow the GP Transaction Search windows have their own menus.

VSIT is a separate download; there is a download for each version of Microsoft Dynamics GP going back to 2010. Select the correct version and download the file:

http://www.winthropdc.com/products_VSIT.htm#Downloads

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GP Transaction Search v2: Available Search Windows

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

The second version of GP transaction Search has followed along after version one very quickly. Despite that, it has gone from one search window for Payables Transactions, to including search windows for Receivables Management and Sales Order Processing.

In version one, the search window took over the menu of Transaction by Creditor Enquiry, but in this version, Steve has utilised the Visual Studio Integration Toolkit from Winthrop Development Consultants to create menus for each window:

Purchasing menuSales menu

Click to show/hide the GP Transaction Search v2 Series Index

GP Transaction Search v2: Series Index

Precipio ServicesSteve Endow of Precipio Services has recently launched a new GP Transaction Search addin for Microsoft Dynamics GP. The initial version had only a PM Transaction Search which replaces the Transaction by Document window (Purchasing » Inquiry » Trx by Document) in the Purchasing series.

Following very quickly on from version one, is a second version of the addin which contains a number of enhancements; I decided to do this second series as the installation if v2 differs substantially from v1.

Over the next few posts, I’m going to be taking a look at the installation, configuration and future of version 2 of this add-on.

GP Transaction Search v2
Available Search Windows
Installing the Prerequisites
Downloading and Installing
Customising the Configuration

MVP Not Renewed for 2018-2019

Microsoft MVPWell, it seems that doing even more in this renewal period than I did to get the MVP award originally or keep it for three renewals, I have not done enough to retain it for the 2018-2019 year.

There seems to have been a mass culling this year, caused by Microsoft assigning more weight to some types of contribution than other types.

As a note, the renewal process is opaque with no guidance on how to get renewed, apart from being told to continue doing what you did to be awarded in the first place. With the apparent change in weightings, doing what you did is no longer enough if those contributions are now weighed less.

The Microsoft Dynamics GP element of the Business Solutions category itself saw five of fifteen MVPs removed; four no longer MVP and one moved to a new category.

Congratulations to all those MVPs who were renewed; for a list of those awarded for Dynamics GP, current MVP Jen Kuntz maintains a list, plus I have a list on my links page.

Neither of us have yet updated the pages, to allow people time to make their own announcements, but check those pages later in the week to see the updated lists.

GP Transaction Search: Where Next?

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

The GP Transaction Search is in in its first version; I think that Steve has made a very good start and I look forward to seeing the progress in future.

Steve isn’t allowing moss to grow, but is instead hard at work on version two, which includes new search windows for the General Ledger and Receivables Management modules as well as custom menus (rather than replacing the Transaction by Document menu) by using Visual Studio Integration Toolkit from Winthrop DC:

After version two comes out with these new search windows, I’d like to see additional windows created for Purchase Order Processing, Sales Order Processing and Inventory Control and, in longer term, other modules. The good news on this front, is that Steve has aspirations to create windows for additional modules as well.

The GP Transaction Search project is an open source one created by Steve Endow, but other people can get involved and contribute. If you find the project useful, consider seeing how you can be of assistance. I’ve already done this and have, since before the release of v1, been offering my assistance with testing and, more recently, with writing SQL queries.

Click to show/hide the GP Transaction Search Series Index

GP Transaction Search: Customising the Returned Data

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

A couple of posts ago, I covered installing the stored procedure (which I erroneously referred to as a view when I first posted). The stored proc controls the returned data which in turns controls what is displayed in the search results window.

Customising the returned data is as simple as amending the stored procedure. If, for example, I wanted to add the suppliers country, I can add the following (highlighted) line and save the altered stored proc:

SELECT TOP 200 	
	P.Origin, 
	V.COUNTRY AS 'Country',
	RTRIM(P.DOCNUMBR) DocNum,

Any change does need some familiarity with SQL and stored procedures, but is pretty straightforward.

Before the change is committed, this is the returned data:

PM Transaction Search

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GP Transaction Search: Using PM Transaction Search 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.

Over the last couple of posts, I’ve covered the installation and configuration of the PM Transaction each enquiry window; now it is time to take a look at the functionality of the inquiry/enquiry window.

The first, and main, access point to the PM Transaction Search window is via the standard navigation of area pages or drop down menus; it replaces the Transaction by Document window on the Purchasing area page » Inquiry/Enquiry menu:

Inquiry menu

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