GP Elementz from ISC Software: GP Elementz Add-ins

ISC Software SolutionsThis post is part of the GP Elementz from ISC Software series.

There are a number of add-ins available from ISC Software for Microsoft Dynamics GP which have been written in Dexterity, which have the look and feel of standard windows. These add-ins are sold under the GP Elementz label.

There are five main Elementz products listed on the GP Elementz website:

  • 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.
  • ​Security ​Informer – Provides on-screen messages stating details of which window or report access is denied.
  • Invoice Transformer – Consolidate or ‘mirror’ SOP invoices. Transfer item lines between SOP invoices.

I’m also going to take a look at one of the other GP Elementz products which is available and that is PO Management. This add-in provides an alternative to the standard SOP-POP Link which allows for partial invoicing of committed sales orders.

Enhanced Notes​

Enhanced Notes extends and secures standard notes by allowing multiple separate notes to be recorded against records. Includes user alerts, categorization and audit functionality. The main functionality of Enhanced Notes:

  • Enhanced Notes are available on transaction, record and window notes.
  • Multiple notes can be created for each transaction, record or window note (stamped with user, time and date.
  • Each note can be emailed to multiple recipients and/or groups.
  • Tasks can be associated with a note, assigned to another Dynamics user or User role and given a due date.
  • Retains all features of current notes including Document Attachment (and for older versions the OLE container).
  • Existing notes entered before Enhanced Notes was installed are retained.
  • Notes can be categorised and sub-categorised for selective viewing.
  • Any individual note is not editable (unless enabled by an administrator); changes are entered as a separate note, thus retaining an accurate history.
  • A users ability to delete notes is individually enabled.
  • A full print of the notes is available.
  • Can be selectively enabled for individual companies.
  • Notes attached to Quotes are automatically attached to Orders when the Transfer to Order function is used.

Financial ​Elementz

Financial Elementz is a set tools that can significantly improve productivity with easy to use windows and reports. Designed and created by ISCs Microsoft Dynamics GP consultants and developers to improve the daily tasks of a typical finance team, Financial Elementz provides real benefit from the outset. Some of the included windows are:

  • General Ledger
    • General Ledger Accounts Import
    • General Journal Import
    • GL Detail View
    • GL History Detail View
    • GL Batch View
  • Payables Management
    • Payables Invoices Import
    • Manual Payments Import
    • Payables Transaction Analysis
    • Payables Batch View
    • Payables Aged Trial Balance
  • Receivables Management
    • Receivables Invoices Import
    • Customer View
    • Customer Credit Check
    • Receivables Transaction Analysis
    • Receivables Batch View
    • Receivables Aged Trial Balance

Distribution Elementz

A collection of windows & reports that extend Dynamics GP SOP, POP and inventory functions.

  • Inventory Control
    • Inventory Transfer
    • Inventory Item View
    • Inventory Quantity View
    • Unsold Items
    • Bill of Material Costing View
    • BOM Available To Build
    • Inventory Batch View
    • Inventory Valuation View Range
    • Inventory Valuation View
    • Slow Moving Items
    • Item Movement
    • Inventory Balance Report
    • Aged Inventory Report
  • Purchase Order Processing
    • POP Batch View
  • Sales Order Processing
    • Order View
    • SOP Analysis View
    • SOP Batch View

​Security ​Informer

Security Informer aids visibility of user security and permissions within Dynamics GP and includes four main functions:

  • Identify missing security
  • Segregation of Duties
  • Safely auto-logout users after idle timeout
  • Change the colour of windows in each company

Invoice Transformer

Invoice Transformer provides flexible control over individual item lines on Sales Order Processing invoices only, and enables invoice lines to be transferred and re-assigned to belong to different invoices:

  • Combine item lines of same product from many invoices onto a single invoice
  • Create “Mirror” negative value lines when needing to invoice under a Service line scenario
  • Audit trail and zoom to originating sales orders is maintained
  • Separate enquiry window to view and zoom on all lines relating to an invoice – with detail on original source invoices that lines were transferred from
  • Entire invoice lines must be transferred – partial quantities NOT permitted
  • Standard Dynamics GP business logic is followed – such as maintaining Site and Ship To Address integrity

PO Management

There are a number of other add-ins available, but which are not listed on the website. One of the them is PO Management. This is an alternative to the standard SOP-POP Link which allows for partial invoicing of committed sales orders.

  • Create Purchase Order
  • Amend Sales Order Commitments
  • Sales Order Enquiry
  • POP Enquiry

GP Elementz from ISC Software

GP Elementz from ISC Software
What add-ons are available?
GP Elementz Portals
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ [Video]
Features of PurchaseHQ from ISC Software: Secure access
Features of PurchaseHQ from ISC Software: Secure access [Video]
Features of PurchaseHQ from ISC Software: Configuration
Features of PurchaseHQ from ISC Software: Configuration [Video]
Features of PurchaseHQ from ISC Software: Setup images
Features of PurchaseHQ from ISC Software: Setup images [Video]
Features of PurchaseHQ from ISC Software: Granting users access
Features of PurchaseHQ from ISC Software: Granting users access [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Order
Features of PurchaseHQ from ISC Software: Enter a Purchase Order [Video]
Features of PurchaseHQ from ISC Software: View my orders
Features of PurchaseHQ from ISC Software: View my orders [Video]
Features of PurchaseHQ from ISC Software: Workflow Integration
Features of PurchaseHQ from ISC Software: Workflow Integration [Video]
Features of PurchaseHQ from ISC Software: Document Approval
Features of PurchaseHQ from ISC Software: Document Approval [Video]
Features of PurchaseHQ from ISC Software: Receive Goods
Features of PurchaseHQ from ISC Software: Receive Goods [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal [Video]
Features of PurchaseHQ from ISC Software: Free Trial Available
Features of PurchaseHQ from ISC Software: Free Trial Available [Video]
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ [Video]
Features of CustomerHQ from ISC Software: Secure access
Features of CustomerHQ from ISC Software: Secure access [Video]
Features of CustomerHQ from ISC Software: Configuration
Features of CustomerHQ from ISC Software: Configuration [Video]
Features of CustomerHQ from ISC Software: Change images
Features of CustomerHQ from ISC Software: Change images [Video]
Features of CustomerHQ from ISC Software: Manage customer accounts
Features of CustomerHQ from ISC Software: Manage customer accounts [Video]
Features of CustomerHQ from ISC Software: Manage salesperson accounts
Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]
Features of CustomerHQ from ISC Software: Account Summary
Features of CustomerHQ from ISC Software: Account Summary [Video]
Features of CustomerHQ from ISC Software: View transactions
Features of CustomerHQ from ISC Software: View transactions [Video]
Features of CustomerHQ from ISC Software: View Statements
Features of CustomerHQ from ISC Software: View Statements [Video]
Features of CustomerHQ from ISC Software: Free Trial available
Features of CustomerHQ from ISC Software: Free Trial available [Video]
Features of SalesHQ from ISC Software: Introduction to SalesHQ
Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]
Features of SalesHQ from ISC Software: Secure access
Features of SalesHQ from ISC Software: Secure access [Video]
Features of SalesHQ from ISC Software: Configuration
Features of SalesHQ from ISC Software: Configuration [Video]
Features of SalesHQ from ISC Software: Change images
Features of SalesHQ from ISC Software: Change images [Video]
Features of SalesHQ from ISC Software: Manage customer accounts
Features of SalesHQ from ISC Software: Manage customer accounts [Video]
Features of SalesHQ from ISC Software: Manage salesperson accounts
Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]
Features of SalesHQ from ISC Software: Account Summary
Features of SalesHQ from ISC Software: Account Summary [Video]
Features of SalesHQ from ISC Software: View transactions
Features of SalesHQ from ISC Software: View transactions [Video]
Features of SalesHQ from ISC Software: View statement
Features of SalesHQ from ISC Software: View statement [Video]
Features of SalesHQ from ISC Software: Inventory Lookup
Features of SalesHQ from ISC Software: Inventory Lookup [Video]
Features of SalesHQ from ISC Software: Price Lookup
Features of SalesHQ from ISC Software: Price Lookup [Video]
Features of SalesHQ from ISC Software: Add Prospect
Features of SalesHQ from ISC Software: Add Prospect [Video]
Features of SalesHQ from ISC Software: Create quote
Features of SalesHQ from ISC Software: Create quote [Video]
Features of SalesHQ from ISC Software: Create order
Features of SalesHQ from ISC Software: Create order [Video]
Features of SalesHQ from ISC Software: Create invoice
Features of SalesHQ from ISC Software: Create invoice [Video]
Features of SalesHQ from ISC Software: Free Trial
Features of SalesHQ from ISC Software: Free Trial [Video]
GP Elementz Add-ins
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes [Video]
Features of Enhanced Notes from ISC Software: Individual notes
Features of Enhanced Notes from ISC Software: Individual notes [Video]
Features of Enhanced Notes from ISC Software: Categories/Subcategories
Features of Enhanced Notes from ISC Software: Categories/Subcategories [Video]
Features of Enhanced Notes from ISC Software: Assign tasks
Features of Enhanced Notes from ISC Software: Assign tasks [Video]
Features of Enhanced Notes from ISC Software: Available for reporting
Features of Enhanced Notes from ISC Software: Available for reporting [Video]
Features of Enhanced Notes from ISC Software: Free Trial
Features of Enhanced Notes from ISC Software: Free Trial [Video]
Features of Financial Elementz from ISC Software: Introduction to Financial Elementz
Features of Financial Elementz from ISC Software: Introduction to Financial Elementz [Video]
Features of Financial Elementz from ISC Software: Available imports
Features of Financial Elementz from ISC Software: Available imports [Video]
Features of Financial Elementz from ISC Software: General Ledger Code Import
Features of Financial Elementz from ISC Software: General Ledger Code Import [Video]
Features of Financial Elementz from ISC Software: Create General Ledger import
Features of Financial Elementz from ISC Software: Create General Ledger import [Video]
Features of Financial Elementz from ISC Software: Run General Ledger import
Features of Financial Elementz from ISC Software: Run General Ledger import [Video]
Features of Financial Elementz from ISC Software: Create Payables Transaction import
Features of Financial Elementz from ISC Software: Create Payables Transaction import [Video]
Features of Financial Elementz from ISC Software: Run Payables Transaction import
Features of Financial Elementz from ISC Software: Run Payables Transaction import [Video]
Features of Financial Elementz from ISC Software: Create Manual Payments import
Features of Financial Elementz from ISC Software: Create Manual Payments import [Video]
Features of Financial Elementz from ISC Software: Run Manual Payments import
Features of Financial Elementz from ISC Software: Run Manual Payments import [Video]
Features of Financial Elementz from ISC Software: Create Receivables Invoices import
Features of Financial Elementz from ISC Software: Create Receivables Transaction Import [Video]
Features of Financial Elementz from ISC Software: Run Receivables Invoices import
Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]

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