Recent ISC Software Webinar: Powerful document generation for Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Powerful document generation for Dynamics GP. In this webinar, we covered how dox42 can be used to design attractive document templates in Microsoft Office and integrate data from Microsoft Dynamics GP and other systems such as SharePoint or Microsoft 365. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and show the benefits and some example uses of dox42 for generating documents with data from Dynamics GP and other systems:

  1. Introducing dox42
  2. Examples of how dox42 can be used
  3. Template Design
  4. Integrate data from various sources
  5. Automate your output
  6. Key benefits
  7. Examples from Dynamics GP
  8. Conclusion

Introducing dox42 ^

dox42 are headquartered in Vienna Austria and sell dox42 through a partner channel using companies such as ISC Software. It allows you to generate individualised documents from all your existing systems, including Microsoft Dynamics GP, automatically. Offers, quotes, contracts, inspections or server-reports, presentations, Excel-charts and insurance policies; dox42 is a flexible, powerful and intuitive application which allows you to use the common interface of Microsoft Word, Excel or PowerPoint to design document templates.

Continue reading “Recent ISC Software Webinar: Powerful document generation for Dynamics GP”

Error Running Fastpath hybrid Grant script

FastpathIn yesterdays post on encountering an error deploying the Fastpath Audit Trails to a new company, there was a problem which came up, but I forgot to mention.

When the minimum permissions script (also know as the hybrid grant script) from Fastpath was run, an error in SSMS was produced which was not seen when implementing:

Msg 3729, Level 16, State 1, Procedure sp_revokedbaccess, Line 51 [Batch Start Line 18]
Cannot drop schema 'Fastpathsql' because it is being referenced by object 'GP_DR_AT_BankDetailChanges'.

The problem here was because we had created a report via the portal and this had the owner of the SQL login configured for use by Audit Trails. The solution is to change the database owner to dbo.

This can be done a few ways, but the “safest” is to use the sp_changeobjectowner stored procedure to alter the owner to dbo:

EXEC dbo.sp_changeobjectowner @objname = 'Audit Trails SQL Login.SQL view name', @newowner = 'dbo'

The two highlighted sections need to be replaced; the first with the current owner of the view, the second is the view name.

Error Deploying Fastpath Audit Trails to a New Company

FastpathI implemented Audit Trails from Fastpath for a client a while ago. They created the required triggers in a few company databases and all worked well.

Recently they deployed the triggers to another company, but none of the data was flowing through to the portal.

I did some investigation and found the triggers were working correctly as the audit tables in the company database were being populated, but the data collect wasn’t moving them to the audit table in the FPAUDIT database. Further investigation and a quick suggestion from the Fastpath support team had me checking permissions on the databases; the database triggers were being added to did not have the required permissions for the Fastpath SQL login.

When I checked with the user, this was a company created after the initial deployment of Audit Trails and so the user had never had permissions to this database. We re-ran the minimum permissions script and the data collect was then able to run successfully and collect the audit changes from the new company.

Recent ISC Software Webinar: Controls & Security in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Controls & Security in Microsoft Dynamics GP. In this webinar, we covered how you can improve controls and security in Microsoft Dynamics GP using a mix of standard ad third party functionality. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and cover the salient points:

  1. Introduction
  2. Posting Controls
  3. Workflow Approvals
  4. Automation
  5. Security Setup
  6. Field Level Security
  7. Report Security
  8. Single Sign-on
  9. Audit
  10. Conclusion

Introduction ^

As always in this type of webinar, I try to use standard functionality as far as possible, but this is not always possible as not all of the areas being covered are included as standard. This was a deliberate design decision from the very creation of Microsoft Dynamics GP where they decided that supporting third parties would allow many more developers to work on modules for the system and encourage competition and improved standards from those third parties (known as Independent Software Vendors or ISVs for short).

There are three key areas where I am recommending third party modules and I will try to be clear when I am doing this.

Continue reading “Recent ISC Software Webinar: Controls & Security in Microsoft Dynamics GP”

Recent ISC Software Webinar: Automation in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Automation in Microsoft Dynamics GP. In this webinar, we covered how automation can be used in Microsoft Dynamics GP to improve efficiencies and accuracy of data. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and cover the highlights of how automation can be used in Microsoft Dynamics GP to improve efficiencies and improve data accuracy:

  1. Introduction
  2. Integration
  3. Scanning
  4. Approval
  5. Posting
  6. Reporting
  7. Conclusion

Introduction ^

Where possible in this webinar I highlighted standard, or Microsoft supplied, features or additional products where they are available. However, in many cases the standard functionality does not allow for full automation. This is an intentional design choice made when Microsoft Dynamics GP was first created back in the md-90s. The company who created Great Plains, the original name of Dynamics GP, was intended from the very beginning to be extensible with the intention that there be a thriving third-party marketplace for add-ons.

This is the current situation; the core Dynamics GP system has strong core financials and distribution modules, but wider functionality is provided by third party (Independent Software Vendors (ISVs) who have a variety of add-ons and complimentary products which provide the functionality required or automating processes. In each of the areas, there are usually a number of products available from several vendors, but I have selected one in each area. usually an add-on which I have used with several clients across a number of years and which has received positive reviews.

Before implementing one of the solutions, I’d recommend reviewing the functionality it includes, the functionality of competing products and making your own decision about which will best fit your requirements.

Continue reading “Recent ISC Software Webinar: Automation in Microsoft Dynamics GP”

Finding Missing Security Privileges Encountered When Starting Microsoft Dynamics GP

Microsoft Dynamics GPI’ve been doing work with a client recently to refrsh their security in Microsoft Dynamics GP. We used the Microsoft Dynamics GP Security Matrixc from Fastpath to get the core security tasks assigned to the relevant roles. However, after security roles were created and testing was done, one user role was received errors when logging into Microsoft Dynamics GP:

Microsoft Dynamics GP seurity error

You don't have security privileges to open this window. Contact your system administrator for assistance.

Continue reading “Finding Missing Security Privileges Encountered When Starting Microsoft Dynamics GP”

Implementing Post Master Enterprise: Extending Post Master Enterprise

Envisage Software SolutionsThis post is part of the series on Implementing Post Master Enterprise for Microsoft Dynamics GP from Envisage Software.

The Audot-Detect rules covered in the last post are sufficient for those cases when workflow is not being used or when the auto-detect rule can be configured using the Batch Number. I’ve worked with a few clients to implement Post Master Enterprise now and there usually comes a point when the in-built rules are not sufficient.

However, Post Master Enterprise can be extended to allow more complex auto-detect rules including selecting only batches approved in workflow (as a side note, I’ve discussed this with Envisage and for workflow batches they are looking at including this as a standard feature in the Auto-Detect window). Post Master Enterprise has been developed to call pro and post SQL stored procedures which can be used to insert batches in the pending table.

The pre/post stored procedures are deployed by Post Master Enterprise during the installation, but don’t include any functionality. The first time we did this, Envisage supplied some standard code to submit a batch into the pending tables and I extended that with my SQL function to return Workflow Status to pick up only those batches at a status of Final Approval.

This approach could be taken to select batches based on any criteria (such as user who posted, posting date or even specific GL accounts).

Implementing Post Master Enterprise: Create Auto-Posting Rules

Envisage Software SolutionsThis post is part of the series on Implementing Post Master Enterprise for Microsoft Dynamics GP from Envisage Software.

From the settings menu select Auto-Detect.

Rules are created separately for each batch source and require four settings:

  1. Company allows you to choose the company in which the rule is to be applied.
  2. Batch Source is the type of transaction, which, in this example, is General Entry.
  3. Filter I have set to Contains.
  4. Value is the value in the batch id to check for; I have opted to set this to AUTO so only batches containing this will be auto posted.

I have also enabled the Schedule Auto-Detected Batches for weekdays between 0800 and 1800.

Auto-Detect

Continue reading “Implementing Post Master Enterprise: Create Auto-Posting Rules”

Implementing Post Master Enterprise: First Run

Envisage Software SolutionsThis post is part of the series on Implementing Post Master Enterprise for Microsoft Dynamics GP from Envisage Software.

With the Windows service configured we can move onto running Post Master Enterprise for the first time.

The first thing you need to do is configure it to run as administrator. Do this by right-clicking on the shortcut, selecting the Compatibility tab and mark the Run this program as an administrator:

Post Master Enterprise Properties

Continue reading “Implementing Post Master Enterprise: First Run”

Implementing Post Master Enterprise: Configure Windows Service

Envisage Software SolutionsThis post is part of the series on Implementing Post Master Enterprise for Microsoft Dynamics GP from Envisage Software.

With Post Master Enterprise installed, the next step is to configure the Windows service as Automatic (Delayed Start); this will ensure that SQL Server is running before Post Master itself starts; this does, of course, assume that Post Master is being installed on the SQL Server which is not a requirement.

Launch the Services control panel applet and open the properties for the Post Master Enterprise for Dynamics GP service.

Change the Startup Type to Automatic (Delayed Start):

General tab of Properties

Continue reading “Implementing Post Master Enterprise: Configure Windows Service”