Category: Microsoft

Re-purpose Connect Section of Home Page

Ian Grieve1 minute read1 Comment

Microsoft Dynamics GPI am taking a slight diversion from posting about being hands on with the new functionality of Microsoft Dynamics GP 2018 R2. In the last post, I covered how to re-purpose the Intelligent Edge page; there s a similar re-purposing which can be done to the Connect section of the home page. This was originally posted by MVP Mariano Gomez back in 2014.

There are two Dex.ini switches which need to be added for the Connect section to be re-purposed. Once they’re in place, it will look like the below:

Connect section repurposed

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Microsoft Dynamics GP 2018 U.S. Year End Update Released (Includes Critical VAT Daybook Fixes)

Ian Grieve3 minute read0 comment

Microsoft Dynamics GPDon’t be fooled by the name; the Microsoft Dynamics GP 2018 U.S. Year End Update includes other fixes, some of which are critical to clients running the Vat Daybook module.

This fix has all the usual stuff for the Payroll (US) module which you can read about here.

The other good stuff in this version is:

  • System
  • VAT Daybook
    • Purchasing tax amounts from GL entries are subtracting from boxes 2 and 7, instead of adding to boxes 4 and 7 on the VAT Summary.
    • Sales returns and credit memos are not deducting total taxable amount from box 6 on VAT return, and voids from box 1 and box 6.
    • Purchasing returns & credit memo’s, voids are not deducting total taxable amount from box 7 on VAT return, and invoices not updating box 4.

The Microsoft Dynamics GP hot fix is available from: Customer Source lock or PartnerSource lock.

The VAT Daybook fixes have also been rolled back into Microsoft Dynamics GP 2016 (but no earlier): Customer Source lock or PartnerSource lock.

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Repurposing the Intelligent Edge page

Ian Grieve3 minute read3 Comments

Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

The first feature, I am hands on with, is not one of the announced features. Instead it is a new addition to the Home Page of Microsoft Dynamics GP; Intelligent Edge. I first encountered it when I ran the Dynamics GP 2018 R2 client for the first time. I said when I first saw it, that it was not going to be either welcome or useful to clients.

I also said that I hoped someone would find a Dex.ini switch which could be used to switch it off, or re-purpose it to another site such as an Intranet site. Well, MVP David Musgrave has taken a look through the code and found three settings in the Dex.ini file and two messages which need to be updated.

Once this has been done, Intelligent Edge will be no more; instead a useful page can be displayed:

Repurposed Intelligent Edge

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Hands On With Microsoft Dynamics GP 2018 R2 New Features: Series Index

Ian Grieve1 minute read23 Comments

Microsoft Dynamics GPIn this series of posts, I’ll be going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 which was released on the 2nd October. I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

This post is the series index and will automatically update as new posts go-live.

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Upgrading to Jet 2019: Upgrade Jet Reports

Ian Grieve1 minute read0 comment

Jet ReportsThis post is part of the series on Upgrading to Jet 2019.

Earlier in this series, I did an upgrade of Jet Analytics; in this post, I am going to upgrade Jet Reports (formerly known as Jet Professional, and before that Jet Essentials).

To upgrade Jet Reports, download Jet Reports 2019:

Download Jet Global Software

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Upgrading to Jet 2019: What’s New In Jet Reports 2019

Ian Grieve6 minute read0 comment

Jet ReportsThis post is part of the series on Upgrading to Jet 2019.

As with Jet Analytics, there have been a number of improvements to Jet Reports:

  • Improved Performance with XLL Multi-threaded Add-in – The Jet Excel add-in is now based on the Excel’s XLL format. This provides several benefits – including a performance boost, with some reports running up to 5 times faster.
  • Business Central Data Source Connection – Dynamics 365 Business Central users can connect Jet Reports directly to their Business Central data base. Each user can use their Office 365 credentials to make their connection.
  • Simulate Jet Reports Financials within your Jet Reports Excel add-in – For those Business Central customers and partners needing to support both Jet Reports and Jet Reports Financials, a new simulation mode has been added to Jet Reports to allow you to use the full Excel add-in as through it were an installation of Jet Reports Financials.
  • Updated Report Wizard – Continuing with efforts to bring all the Jet add-in features in line with a consistent look as well as providing intuitive and easy to use interactions, the interface for the Report Wizard tool has been updated.
  • Update Notification when a new version of Jet Reports is available – A new notification button has been added to the Jet ribbon to let users know when a new version of the Excel add-in is available.
  • +VALUES automatically added to reports – When running a new Jet report for the first time, in addition to Auto+Hide, +Values will now be added to cell A1. This has been a popular request in our ideas portal.
  • The Jet Services Database is Backed Up during Upgrade – The Jet Reports installation program now includes the option to backup the existing Jet Service Tier database prior to updating or replacing it as part of the installation process.
  • The Jet Hub has received a new look and new features – The Jet Hub features a new look (along with a new name) and the new App Switcher allows you to quickly navigate between the applications in the Jet Hub.
  • Updates Emails when Adding Users to the Jet Hub – When adding new users in the Jet Hub, you can now provide an email address for each user. There is also an option to edit the email address for existing users. This information is used for sending invites to log into the Jet Hub and for notifications in the Jet Budgets application
  • Assign Data Source Permissions to User and Groups within the Jet Hub – After defining data sources within the Jet Administration Console, you can now give users and groups permissions to those data sources from the Admin section of the Jet Hub
  • Support for Excel’s WORKDAY.INTL function – Excel’s WORKDAY.INTL function is now supported in the Jet reports that you run within the Jet Hub.

The upgrade of Jet Reports is much simpler than the upgrade of Jet Analytics and I will cover it in the next post.

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Upgrading to Jet 2019: Start Jet Analytics Service

Ian Grieve1 minute read0 comment

Jet AnalyticsThis post is part of the series on Upgrading to Jet 2019.

After completing the configuration of Jet Analytics 2019, I discovered that the Jet Data Manager Scheduler was not running:

Services

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Upgrading to Jet 2019: Upgrade Jet Analytics

Ian Grieve1 minute read0 comment

Jet AnalyticsThis post is part of the series on Upgrading to Jet 2019.

With the new 2019 version of Jet Analytics installed, the second step is to configure it.

This is done by launching the Jet Data Manager Server. When it launches an activation box will be displayed; select your activation method and click Next:

Jet Data Manager Server - Select Activation Method

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Upgrading to Jet 2019: Install Jet Analytics

Ian Grieve1 minute read0 comment

Jet AnalyticsThis post is part of the series on Upgrading to Jet 2019.

Before installing the new version of Jet Analytics, it is worth noting that Jet recommend leaving the old version installed while installing the new. There is no reason given for this, but I presume it is tio allow for easy rollback in the event of problems.

To install Jet Analytics, download the Jet Analytics software:

Jet Downloads

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