This post is part of a series of posts on implementing Jet Reports and is part of the Jet Express sub-series.
There are a number of reports available from Jet Reports. These can be used to form the basis of yuor financial reporting in Jet Express and are available by installing the Report Player:
Once the reports have been downloaded, run the setup.exe.
Continue reading “Implementing Jet Express: Sample Reports for Jet Express”
This post is part of a series of posts on implementing Jet Reports and is part of the Jet Express sub-series.
Once you have ensured the prerequisites are met and have downloaded the software, Jet Express for Microsoft Excel with Microsoft Dynamics GP can be installed.
To launch the installer, double click the Jet Express Setup.exe. Click Install to start the installation:
One of the new features introduced with Microsoft Dynamics GP was the Copy Workflow Step feature; I have a number of clients using workflow and having to manually configure every step could be very time consuming, when being able to copy and amend the conditions would save huge amounts of time.
When the new feature came out I did go hand on with it, but only so far as to copy a step. What I didn’t actually do was amend the conditions; if I had I would have found that there was a bug in this new functionality. Unfortunately, it took one of my clients to come across the bug when they were adding some steps to a workflow.
The problem is this; when you copy a step, it also copies the conditions. When the step is copied, it adds a new line to the Workflow Step Table (WF100003); but, there is no new entry added to the QueryDesigner_Conditions (CO00123) table.
This has the unfortunate side effect that when you amend the condition on the new step, you are also changing it on the original step.
below is a simple example of the problem.
First, set up a step:
Continue reading “Bug With Microsoft Dynamics GP 2018 RTM Workflow Step Copy Function”
This post is part of a series of posts on implementing Jet Reports and is part of the Jet Express sub-series.
Jet Express for Microsoft Excel is the lowest featured product in the Jet Reports product range and is really only of value to clients with very simple financial reporting from the General Ledger; Jet Express can be downloaded from here:
Jet Express has fairly generous system requirements:
Jet Express will also work with all versions of Dynamics GP starting with version 9.0.
Yesterday, Winthrop Development Consultants announced that they would be moving to direct distribution for all of their Microsoft Dynamics GP add-ons (including the GP Power Tools) as of the 1st July 2018.
This means all new subscriptions, subscription renewals, and sales and support queries will be handled directly via Winthrop Development Consultants.
One important point to note, is that all installations will need to be upgraded before the subscriptions expire to be able to renew under Winthrop’s new registration system.
Full information is available from Winthrop Development Consultants including details on the new customer and partner portals.
Until 1st July 2018, Mekorma will continue to distribute GP Power Tools so any new subscription purchase or renewal should be processed via their site.
This post is part of a series of posts on Jet Reports. As I said in the series index for the overall series on Implementing jet Reports, I am doing subseries for each of the versions of Jet Reports.
This is the series index for implementing Jet Express which is the lowest tier of the software and suitable for smaller business with simple reporting requirements.
There are three versions of Jet Reports available for Microsoft Dynamics GP. Jet Reports was founded in 2002 and is headquartered in Portland, Oregon, USA and has a presence around the world, including here in the United Kingdom.
The three versions of Jet Reports are:
There is a product comparison sheet available from Jet Reports which shows the differing capabilities of the three versions.
As mentioned in the series index, I am going to run through the implementation of all three versions, but my recommendation would be to look to the Professional and Enterprise versions for your reporting needs rather than the Express edition; unless your requirements are very simple (no requirements for dashboards, scheduling, security, multi-company) then Jet Express will not be sufficient.
| Implementing Jet Reports |
|---|
| Management Reporter vs. Jet Reports |
| Differences Between Versions of Jet Reports |
Back in May 2016, Microsoft and Jet Reports announced a new Microsoft Excel-based reporting product called Jet Express. I was aware of Jet Reports before then, but the announcement brought them back to my attention as well as highlighting that the future of Management Reporter is now somewhat limited.
I’ve spent a bit of time over the last few months taking a look at the different versions of Jet Reports and figured it was time to do a series of blog posts. Over the coming posts, I am going to take a look at the implementation of each of the three versions of Jet Reports; I’ll also show the sample reports available from Jet Reports themselves, but will not cover report design in this series of posts. I’ll probably do some posts on this in the future.
I’ve created a separate series for each of three versions of Jet Reports; the indexes below will populate as each post goes live.
I’ve only recently realised this feature had been introduced to OneDrive; I’m not sure if I’m the only one and everyone else knew, but figured I’d share.
Back in the early days of SkyDrive you could have files stored online which didn’t take up space on the hard disk; unfortunately, this feature was removed and any files in synced folders would take up space on the disk.
From some research (Windows Insider anouncement) it appears that as of the Windows 10 Creators Update files on demand is back. You can tell at a glance if files are available locally or only when you’re online by looking at the status column:
The cloud icon is used when files are available only when online and the green mark when the files are always available; the latter means that the file is on the hard disk.
Any file which is cloud only, will become available when it is opened as it is downloaded; any files created on the device will remain available.
The web client was a god addition to Microsoft Dynamics GP and I do like the HTML 5 version introduced in Microsoft Dynamics GP 2016 RTM. While we have a few clients using it, and some only use the web client, we’ve not had any clients using both the web client and Account Level Security.
MVP Jen Kuntz is different; she’s currently looking at the web client for the company she works with and has come across an interesting problem.
The short version is printing the standard report version of the Trial Balance doesn’t work in the web client when Account Level Security is enabled:
Related to this problem, is another problem whereby user’s don’t have access to any accounts and so can’t do anything around transaction entry, enquiries or reports.
For full details of both of these issues, read Jen’s blog.
As Jen notes, both of these issues have written up as outstanding quality issues:
The bad news is there is no timeline for fixing them, and from the sounds of it, it’ because there aren’t a lot of customers reporting this issue back to Microsoft. A “product suggestion” has been added to the new Ideas site for this which Jen encourages you to vote for:
Bug #1 aka product suggestion #1 link is here.
Bug #2 aka product suggestion #2 link is here.
