Our Favourite Add-ons from the recent ISC Software Webinar

ISC Software SolutionsIn 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.

SmartList Builder

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.

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Implementing Fastpath’s Audit Trail: View reports

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

In yesterday’s post, I took a look at the Data Changes view available in the Fastpath Assure portal for Audit Trail. This is the way of looking at the raw data, but is not the friendliest method of reviewing the audited changes which is available, It is suitable for someone like me who understands the data structure of Microsoft Dynamics GP, but the ordinary end-user needs something more user friendly.

Fortunately, this is available from the reports which are included as standard. To access these reports, expand Audit Trails and select Reports; there is a long list of reports then shown in the navigation pane:

Audit Trail Available Reports

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Implementing Fastpath’s Audit Trail: Review data changes

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

With Audit Trails installed, configured with triggers created and a scheduled data collect in place, the audited changes are available for users to view in the Fastpath Assure portal.

The first palc you can see them, and the one covered in this post, is in Data Changes (accessible from (Audit Trail » Data changes):

Data Changes

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Implementing Fastpath’s Audit Trail: Ad hoc data collect

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

Ina previous post I covered the scheduled collection of Audit Trails data. This will allow you to schedule a regular collection of data which, for example, may run every day in the early hours, but sometimes you might need to audit ome data same day. To facilitate this, the Assure portal includes an ad hoc data collection routine for Audit Trails.

To run this ad hoc collect data, select the Manage Data page (Audit Trail » Setup » Manage Data) and click the arrows button.

Clicking the Collect button will run the data collection and pull all new data through to Fastpath:

Collect Data changes

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Implementing Fastpath’s Assure Suite: Assign Permissions

FastpathThis post is part of the series on Implementing Fastpath's Assure Suite.

In the last post, I showed how to create a new user which would allow that user to log into the portal, but that would not allow them to do anything else; to allow them to do something more you need to assign permissions.

There is two ways to assign security and I find the first way to be, by far, the easiest.

Firstly, you can assign security by user (Setup » Users) by selecting the user and then by clicking the toggle next to the role to which you want to assign them:

Assign roles to users

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Implementing Fastpath’s Assure Suite: Create new portal user

FastpathThis post is part of the series on Implementing Fastpath's Assure Suite.

The management of Fastpath Assure is done through the Fastpath Assure portal (in the UK, the address is https://uk.fastpathassure.com/). The administrator account will be configured by Fastpath when the portal is created with additional users being created by that administrator.

To create a new user, log into the portal and open the Users page (Setup » Users). Existing users will be displayed; at the top of the view click the green plus icon to create a new user:

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Implementing Fastpath’s Audit Trail: Transfer between systems

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

As mentioned in a previous post, triggers are created in one company and can be deployed to other companies on the same system, but in a lot of cases, you might need to create them on a development system and then deploy them to the live one.

Fastpath Audit Trails does allow you to do this via the Save Settings function available as a button on the toolbar:

Save settings button

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Implementing Fastpath’s Audit Trail: Apply triggers to other companies

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

When selecting tables to audit in Fastpath Audit Trails you are doing so in one company database. If you are working with a multi-company system you’re generally going to want to audit the same tables in all companies and setting this up manually would be very time consuming and prone to error.

However, this is something Fastpath has thought about and included a utility to apply triggers to other databases too. To do this click (Tools » Apply Triggers to Other Companies) on the application menu:

Tools » Apply Triggers to Other Companies

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Implementing Fastpath’s Audit Trail: Apply templates

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

A couple of psots ago I covered the creation of triggers for auditing information. This allows you to create any trigger you want, but can be a somewhat long-winded way of doing things. Fortunately, Fastpath provide a number of templates which you can apply as a shortcut.

To apply a template, click (Tools » Templates) on the application menu:

Tools menu

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Implementing Fastpath’s Audit Trail: Create Triggers

FastpathThis post is part of the series on Implementing Fastpath's Audit Trail and is part of the parent Implementing Fastpath's Assure Suite series.

Once you have tables selected for auditing, the next step is to create the triggers in the database. To create the triggers, click the Create Triggers button on the toolbar:

Audit Trails - Create trigger button

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