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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MDGP 2018 RTM Feature of the Day: Web Client Changes

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 own commentary.

The series index for this series of posts is here.

The twelfth Feature of the Day is Web Client Changes.

This feature combines three enhancements which have been made to the web client.

Firstly, the web client has been modified to have the same autocomplete functionality as the desktop client:

Customer Maintenance

Continue reading “MDGP 2018 RTM Feature of the Day: Web Client Changes”

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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Dynamics GP Tech Conference 2017: New User Experience Features

Microsoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

One of the areas being focused on in the 2018 version of Microsoft Dynamics GP, is the user experience. The announced enhancements are:

  • Add sort to Receivables Transaction Inquiry – by Customer
  • Add sort to Receivables Transaction Inquiry – by Document
  • Add sort to Payables Transaction Inquiry – by Vendor
  • Add sort to Payables Transaction Inquiry – by Document
  • System password is remembered for the duration of the user session – the only downside is if you need to grant access to a window such as the VAT Return to a user, but then need to monitor them to make sure they then close Dynamics GP before continuing with other work.
  • Rename of Payables windows to say Payments instead of Checks – I can;t find the post, but this was a request from Mariano Gomez and is well overdue. Pretty much all payments in the UK are by EFT, so it was getting seriously embarrassing having all the windows with Cheque in the name (UK language pack changes it from Check).
  • Autocomplete added to the web client
  • SmartList Favourites – unique password protection – this is by popular request after the password for SmartList Favourites globally was added in GP 2016 R2.
  • SmartList shortcut on toolbar in web client
  • Bank Reconciliation maximise window in web client
  • Adding additional sorting in Bank Reconciliation window
  • Update help icons to link to tagged online support documents

The enhancements to the user experience listed above should be of benefit to users of Dynamics GP, and follows Microsoft’s ethos of evolution, not revolution in the improvements they are making.

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SQL View to Return Budgets By Month

Microsoft Dynamics GPThe budget functionality in Microsoft Dynamics GP isn’t the strongest with reporting being particularly weak. The ability to report on budgets in Management Reporter does somewhat redeem this area of functionality.

However, the absence of a SmartList Object for budgets is quite a big issue, as SmartList is a very nice flexible reporting tool which the majority of my clients know well. For those with SmartList Builder, it was easy enough to create a SmartList Object for them.

With the introduction of SmartList Designer, we were able to roll out the SmartList budget report to all of the clients who wanted it.

The script is below and returns the budget information with the beginning balance, 12 hard-coded periods and total horizontally across the page.

Continue reading “SQL View to Return Budgets By Month”

SQL Script Linking Purchase Orders to Purchase Requisitions

Microsoft Dynamics GPI have been doing a lot of work recently on Purchase Order Processing and Workflow 2.0. One of the requests I had was for a SmartList report which allowed the purchase order (PO) to be compared back to the purchase requisition (PR) it originated from. I had to take a few minutes to investigate as I knew the link from PR to PO was maintained within the system, but I wasn’t sure of the table.

It took me a little longer to determine which table held the link as I was expecting a company table, but instead found that the link was stored in the SOP_POPLink table (SOP60100). One fairly quick view later and I have the basis for the required report, and probably for some others in future too.

Continue reading “SQL Script Linking Purchase Orders to Purchase Requisitions”

SQL Function To Return Workflow Approval Status

Microsoft Dynamics GPIf you have been paying any sort of attention, you will know that I do quite a lot of work with the Workflow 2.0 module of Microsoft Dynamics GP.

We have created a number of reports in the past which allows the status of transactions or card going through a Workflow Approval process; to simplify matters somewhat, I created a SQL function which can be called with the Workflow Type Name and the Workflow Business Object Key and have the approval status returned.

CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalStatus(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
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).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			CASE WHEN ['Workflow History'].Workflow_Action = 1 THEN
				'Submitted'
			WHEN ['Workflow History'].Workflow_Action = 2 THEN
				'Resubmitted'
			WHEN ['Workflow History'].Workflow_Action = 3  THEN
				'Approved'
			WHEN ['Workflow History'].Workflow_Action = 4 THEN
				'Task Complete'
			WHEN ['Workflow History'].Workflow_Action = 5 THEN
				'Rejected'
			WHEN ['Workflow History'].Workflow_Action = 6 THEN
				'Delegated'
			WHEN ['Workflow History'].Workflow_Action = 7 THEN
				'Recalled'
			WHEN ['Workflow History'].Workflow_Action = 8 THEN
				'Escalated'
			WHEN ['Workflow History'].Workflow_Action = 9 THEN
				'Edit'
			WHEN ['Workflow History'].Workflow_Action = 10 THEN
				'Final Approved'
			END
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO

GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalStatus TO DYNGRP
GO

This view can be called from a SmartList created using either SmartList Designer, SmartList Builder, via a Reporting Services or Excel Report or any other type of report.

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”