I'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:
You don't have security privileges to open this window. Contact your system administrator for assistance.
In our most recent webinar, on Our Favourite Add-ons, we took a look at six of the add-ons which are preferred solutions from our senior consultants. They all meet a requirement which numerous clients have given to us at different times. Usually, there are several plugins which offer similar functionality which would meet these requirements, but these six add-ons are the ones which we recommend time after time. If you want to catch up on, or any other, webinar, you can do so here.
Before I give a brief overview of each of the add-ons, a quick introduction. Microsoft Dynamics GP is a full-featured ERP system with many modules, but one of the original founding design decisions was to support the enhancement by way of third party add-on modules, which closely integrate into the software and in many cases are indistinguishable from the core module. These add-ons are available from many, many vendors around the world (although many of them are located near the birth-place of the software in Fargo, North Dakota).
Each consultant will usually have a list of go-to add-ons which they've recommended to a number of clients, and this list is derived from these lists from each of the consultants (there was a lot of overlap between us). This is not to say that there are not other great, competing, add-ons; there are but we had to limit the list to six in order to cover them in a thirty minute webinar.
Smartist Builder is the add-on with which I have the most and longest experience. Created by eOne Solutions, it allows for the creation of new SmartList objects to meet needs not covered by the out-of-the-box SmartList objects; this often covers reports such as vendors with email and EFT details or Payables Distributions. It also supports the creation of SmartList objects using SQL views such as Budgets By Month or Sales By Customer By Fiscal Year.
While you can also do this using the SmartList Designer, which comes as a standard part of Microsoft Dynamics GP, SmartList Builder is much more flexible and easy to use and has a lot more functionality; I have a blog from May 2019 covering the differnces between SmartList Builder and SmartList Designer.
I have previously blogged about implementing SmartList Builder.
Continue reading "Our Favourite Add-ons from the recent ISC Software Webinar"
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a post about a free trial and am accompanying it with this video version of that post.
You can watch the GP Elementz - Enhanced Notes - Free Trial video:
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
As with all of the other Enhanced Notes there is a free trial of Enhanced Notes available which allows you to try the module out on a Fabrikam, Inc. sample company database without restriction.
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a post on how enhanced notes are available for reporting and am accompanying it with this video version of that post.
You can watch the GP Elementz - Enhanced Notes - Available for Reporting video:
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Enhanced Notes are, like all Microsoft Dynamics GP data, stored within the company database. This means that they are availa le for reporitng using any of the reporting tools available with Microsoft Dynamics GP.
The standard notes are held in Record Notes Master (SY03900); when Enhanced Notes is installed, this table holds the most recent note entered while the previous notes are in the EN_Notes_Extension (EN_NTEX) table which is part of the Enhanced Notes product:
Continue reading "Features of Enhanced Notes from ISC Software: Available for reporting"
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a post on assigning tasks and am accompanying it with this video version of that post.
You can watch the GP Elementz - Enhanced Notes - Assign Tasks video:
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Enhanced Notes allows Microsoft Dynamics GP tasks to be created and assigned to users with a due date. This means you can enter a note containing an action, perhaps chasing a customer about payment of invoices, and assign that action to another user of Dynamics GP.
To create a task, notes are entered as normal, but then the Assign Task to checkbox is marked and a user selected from the list; to set a due date, mark the Use Due date checkbox and set a date:
Continue reading "Features of Enhanced Notes from ISC Software: Assign tasks"
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a post on categories and subcategories and am accompanying it with this video version of that post.
You can watch the GP Elementz - Enhanced Notes - Categories/Subcategories video:
This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Enhanced Notes provides the ability to categorise and subcategorise notes. The setup of the categories is performed through the Enhanced Notes Setup window () by entering the categories in the scrolling window:
Continue reading "Features of Enhanced Notes from ISC Software: Categories/Subcategories"