Implementing SalesHQ Portal: Customer Setup

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With SalesHQ fully deployed, the final step of configuration is to grant customers access sot they can see their account information online. This is done via a window accessible from Customer Maintenance (Sales » Cards » Customer).

To add access for a customer open the Customer Maintenance window, open a customer record and click the Additional button on the action pane and select Manage Customer Accounts:

Customer Maintenance

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azurecurve ClassicPress Plugins: Theme Switcher

ClassicPress PluginsThis is part of the azurecurve ClassicPress Plugins which introduces the plugins I have available for ClassicPress.

The plugin I am going to cover in this post, is an existing one which has been brought up to coding standards; Theme Switcher.

Functionality

Theme Switcher allows users to switch between different themes using the supplied widget; example uses would be to allow them to change mode between light and dark themes.

Demo

This site uses Theme Switcher to allow users to Change Mode between light and dark; you can try this using the Change Mode widget in the sidebar.

Download

The plugin can be downloaded via my Development site.

Web App to Convert PNG to PDF: Zamzar

ZamzarThis is another of the posts which is largely to remind me of how to do something. In this case, when I publish a book, I need to convert the PNG of the cover into a PDF.

I usually end ip trying a few services before finding the one which works every time; that service is Zamzar.

I’ve used it to convert a number of PNGs to PDFs now and also to convert a few other files as well. I find Zamzar to be consistently accurate and reliable for converting files.

How to Install Microsoft SQL Server 2017: Avoiding Max Request Length Error in SSRS

Microsoft Dynamics GPIn this short series of posts, I am going to be covering the installation of Microsoft SQL Server 2017; the installation process for this version is somewhat different to previous ones, in that SQL Server Management Studio and SQL Server Reporting Services have been separated out from the main installer.

The series index can be found here. I am not a SQL expert and this series of posts is intended only for use on demo or test environment and not production ones.

In the last post I configured SSRS, which is fine for most uses. However, Microsoft Dynamics GP requires an additional configuration step. This is not done through the Report Server Configuration Manager, but by editing a config file.

The reason this is required is because of an error produced when deploying the SSRS reports. If you do not change the setting, the error you will receive is the following:

GP – The deployment has exceeded the maximum request length allowed by the target server. Set maxRequestLength="20690" in the web.config file and try deploying again.

Microsoft Dynamics GP

The deployment has exceeded the maximum request length allowed by the target server. Set maxRequestLength="20690" in the web.config file and try deploying again.

To avoid this error, requires the SSRS web.config file to be amended. The file, for SQL Server Reporting Services 2017, is located in C:\Program Files\Microsoft SQL Server Reporting Services\SSRS\ReportServer.

Below is a snippet of code from the web.config file with the added node highlighted:

<httpRuntime executionTimeout="9000" requestValidationMode="2.0" maxRequestLength="20690" />

Add the above, save the file, and SSRS is now ready for the Microsoft Dynamics GP reporting services reports to be deployed.

Hands On With the GP Power Tools – Administrator Tools: Deny Based Security – Enhanced Security

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Enhanced Security window (GP Power Tools area page >> Reports >> Enhanced Security) allows you to view the security resources and/or operations via the navigation (menus and area pages) or dictionary model:

Enhanced Security

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SQL Snippet: Split String By Delimiter

Microsoft SQL ServerIf you’ve been following this blog, you’ll know that I write a fair bit of SQL. I’m going to post some small snippets of SQL which I had to work out how to accomplish a small task as part of a larger script.

This third example, shows how to use the new in SQL Server 2016 string_split command:

/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	value
	,ITEMNMBR
	,ITEMDESC
	,ITMCLSCD
FROM
	IV00101
 CROSS APPLY
	string_split(RTRIM(ITEMNMBR), '-')
WHERE
	value = 'SHP'

The example is part of the code I used when working on a client project a while ago; the client had a large number of Inventory Items and I needed to select a subset of the Items from the Inventory Master (IV00101).

When the clioent created their items they did so using a hyphen delimiter. Using the string_split command, I was able to separate out the segments of the Item Number and select only one of them in the WHERE clause.

Fixing Reports Not Implemented Error After Upgrade

Microsoft Dynamics GPWe’ve been doing a number of upgrades recently and I encountered an old error when trying to deploy the SQL Server Reporting Services (SSRS) and Excel Reports through the Reporting Tools Setup window (Administration >> Setup >> System >> Reporting Tools).

This particular client is being upgraded from Microsoft Dynamics GP 2013 SP2 to 2016 R2.

The problem is that some of the companies are showing as Not implemented. The companies showing this way are the oldest; TEST2016… is actually the main company renamed for testing.

Reporting Tools Setup

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Hands On With Microsoft Dynamics GP 2016 R2: Bank Reconciliation Tracks History

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 tenth Feature of the Day I’m going “hands on” with is the Bank Reconciliation Tracks History one which introduced a new window on the Financial Routines menu:

Reconciled Transaction Maintenance

To use this feature, decide if all, a range or one Checkbook should have its reconciliation history moved to history.

Mark the checkbox next to the type of transactions which should be moved and enter a Cut Off date; although the date field is aligned with the Reconciled Deposit Transactions, it apples to all of the transaction types.

Click Process to perform the move of reconciled transactions to history.

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R2 Series Index

Hands On With Microsoft Dynamics GP 2016 R2: Receivables & Payables Distribution Line Display UI Change

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 feature I am going “hands on” with is the ninnth Feature of the Day, GL Distribution Line Display UI change.

The status of the scrolling window on the Payables or Distribution Zoom window are remembered:

As with the GL Distribution Line Display UI Change feature, the settings for this feature are stored in the SY01402 table (System User Defaults) in the system database, which is typically called DYNAMICS.

Again is closed and 1 is expanded; the Payables Management setting is where the syDefaultType column is equal to 107 and Receivables Management is 111.

Click to show/hide the Hands On With Microsoft Dynamics GP 2016 R2 Series Index

Hands On With Microsoft Dynamics GP 2016 R2: GL Distribution Line Display UI change

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 feature I am going “hands on” with is the seventh Feature of the Day, GL Distribution Line Display UI change.

Continue reading “Hands On With Microsoft Dynamics GP 2016 R2: GL Distribution Line Display UI change”