Recent ISC Software Webinar: Automation in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Automation in Microsoft Dynamics GP. In this webinar, we covered how automation can be used in Microsoft Dynamics GP to improve efficiencies and accuracy of data. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and cover the highlights of how automation can be used in Microsoft Dynamics GP to improve efficiencies and improve data accuracy:

  1. Introduction
  2. Integration
  3. Scanning
  4. Approval
  5. Posting
  6. Reporting
  7. Conclusion

Introduction ^

Where possible in this webinar I highlighted standard, or Microsoft supplied, features or additional products where they are available. However, in many cases the standard functionality does not allow for full automation. This is an intentional design choice made when Microsoft Dynamics GP was first created back in the md-90s. The company who created Great Plains, the original name of Dynamics GP, was intended from the very beginning to be extensible with the intention that there be a thriving third-party marketplace for add-ons.

This is the current situation; the core Dynamics GP system has strong core financials and distribution modules, but wider functionality is provided by third party (Independent Software Vendors (ISVs) who have a variety of add-ons and complimentary products which provide the functionality required or automating processes. In each of the areas, there are usually a number of products available from several vendors, but I have selected one in each area. usually an add-on which I have used with several clients across a number of years and which has received positive reviews.

Before implementing one of the solutions, I'd recommend reviewing the functionality it includes, the functionality of competing products and making your own decision about which will best fit your requirements.

Continue reading "Recent ISC Software Webinar: Automation in Microsoft Dynamics GP"

Finding Missing Security Privileges Encountered When Starting Microsoft Dynamics GP

Microsoft Dynamics GPI'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:

Microsoft Dynamics GP seurity error

You don't have security privileges to open this window. Contact your system administrator for assistance.

Continue reading "Finding Missing Security Privileges Encountered When Starting Microsoft Dynamics GP"

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsEvery month at ISC Software I present a webinar on Microsoft Dynamics GP and related products. We typically have the next three upcoming monthly webinars I'll be delivering scheduled.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Automation in Dynamics GP
In February is Automation in Dynamics GP; discover how to improve efficiencies in Microsoft Dynamics GP through the use of automation.

Tue, February 16th, 2021 4:00 PM - 4:45 PM BST

Register Here

Controls and Security in Microsoft Dynamics GP
In March is Controls and Security in Microsoft Dynamics GP; see how to improve controls and security in Dynamics GP using a mix of standard and third party functionality..

Tue, March 16th, 2021 4:00 PM - 4:45 PM BST

Register Here

Powerful Document Generation for Dynamics GP
In April is Powerful Document Generation for Dynamics GP; watch in this webinar with a live dox42 demo and we will show you how to design attractive document templates in MS Office and integrate data from MS Dynamics GP and many other data sources such as Microsoft 365, SharePoint or SAP.

Tue, April 20th, 2021 4:00 PM - 4:45 PM BST

Register Here

Microsoft Dynamics GP Support from ISC Software

ISC Software SolutionsI've worked with Microsoft Dynamics GP for over 17 years and, like most people, do not work for the company with whom I first started. In fact, I am now on my third company working with Microsoft Dynamics GP (and starting to do some work with Microsoft Dynamics Business Central). 18 months after I left the first company they bowed out of supporting Dynamics GP; I now hear from a former client whom ISC Software were already on-boarding for support, that two years after I left the second company, Perfect Image Ltd., that they are also now bowing out of supporting Microsoft Dynamics GP.

A few of the clients I worked with at Perfect Image have already decided that they needed to change their support partner and moved across to ISC Software where they can continue to work with me and report being happy with the support, and other services they receive from the team and I.

With a new year about to dawn (and hopefully a better one that 2020), it might be time to review your support contract and consider moving to ISC Software.


Direct phone line to our support team

Online support portal

Dedicated account manager

Non-support related assistance, reports and modifications

Free GP Elementz Add-ons

Tailored Support Plans including 24/7/365 and unlimited

Value for money, plans start at £/€2,000

Accredited consultants with real world experience

All versions supported including older releases

3rd party products including Jet Reports & SmartConnect

Continue reading "Microsoft Dynamics GP Support from ISC Software"

Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Year-End Best Practice in Microsoft Dynamics GP. In this webinar, we covered how some key points to action or consider before starting, the order in which the year end should be run before running through the closing process in each of the standard modules in Microsoft Dynamics GP covering not only what to do. but also what the year-end closing process does. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and include some links to documentation from Microsoft which will expand on some areas with more detail. The topics I'll cover are:

  1. Key Points
  2. Year-End Processing Order
  3. Year-End Closing steps by module
  4. Conclusion

Key Points ^

There are five key points I always stress when discussing year-end closes with clients:

  1. Always have a good backup before starting a year-end close and take another after the year-end close has completed - a good backup is defined as one which you know will successfully restore; unfortunately I've worked with more than one client over the years who created a maintenance plan to take backups, but then, when the need came, found that the backups were not valid and could not be restored.
    Taking a backup before starting means you can easily revert back should there be a problem in the close; taking a backup after the close completes, means that if problems encountered later in the day that you can revert back to after the close has completed instead of having to repeat the close.
  2. Make sure all users log out of the company in which the year-end is being processed.
  3. Make sure there is sufficient space for database files to double in size; one significant cause of this is that the GL year-end close will copy data from Year-to-Date Transaction Open (GL20000) to Account Transaction History (GL30000) and during this process the data will exist in two places causing the database to grow.
  4. Perform a trial year-end close on a copy of live in test before closing the year-end on live; this will allow you to verify that there are no issues which might require a roll-back.
  5. Once one of the Year-End Closes has been started, be patient and allow it to run to completion. When processing, the close might cause Dynamics GP to white-screen, but this is just a sign that there is a lot of server-side processing underway and not that there is a problem.

Continue reading "Recent ISC Software Webinar: Year-End Best Practice in Microsoft Dynamics GP"

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsI've been quite busy both in and out of work recently and have lagged in the writing of blog posts, so I thought I'd let you know of the three upcoming monthly webinars I'll be delivering for ISC Software.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Year End Best Practice in Microsoft Dynamics GP
In December is Year End Best Practice in Microsoft Dynamics GP; learn best practice on performing the year end close on the different modules in Microsoft Dynamics GP, from the General Ledger and Analytical Accounting, to Fixed Asset Management and Inventory Control, to Payables and Receivables Management.

Tue, December 15th, 2020 4:00 PM - 4:45 PM BST

Register Here

 What's New in Microsoft Dynamics GP Fall 2020  Release
In January is ​What's New in Microsoft Dynamics GP Fall 2020 ​Release; see the new features available in the new Fall 2020 Release of Microsoft Dynamics GP.

Tue, January 19th, 2021 4:00 PM - 4:45 PM BST

Register Here

Automation in Dynamics GP
In February is Automation in Dynamics GP; discover how to improve efficiencies in Microsoft Dynamics GP through the use of automation.

Tue, February 16th, 2021 4:00 PM - 4:45 PM BST

Register Here

Recent ISC Software Webinar: Prepayments and Accruals

ISC Software SolutionsIn our most recent webinar, we took a look at Prepayments & Accruals in Microsoft Dynamics GP and how both can be processed using standard functionality, before then taking a look at some of the ways in which accruals can be automated. If you want to catch up on this, or any other, webinar, you can do so here.

There are three main parts to the webinar (plus the references):

  1. Prepayments
  2. Accruals
  3. Automating Accruals
  4. Add-ons referenced in the webinar

Continue reading "Recent ISC Software Webinar: Prepayments and Accruals"

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.

Continue reading "Our Favourite Add-ons from the recent ISC Software Webinar"

Upcoming Microsoft Dynamics GP Webinars from ISC Software

ISC Software SolutionsI've been quite busy both in and out of work recently and have lagged in the writing of blog posts, so I thought I'd let you know of the three upcoming monthly webinars I'll be delivering for ISC Software.

We run these webinars on a monthly basis, with occasional extra webinars added to the schedule so it is worth checking the Webinar Schedule page every so often.

The upcoming webinars are:

Favourite Add-ons Webinar
Next week is Our Favourite Dynamics GP Add-ons; discover our favourite add-ons to extend the functionality of Dynamics GP.

Tue, Sept 15th, 2020 4:00 PM - 4:45 PM BST

Register Here

Favourite Add-ons Webinar
In October is Budgets in Microsoft Dynamics GP; learn how to manage your budgets in Microsoft Dynamics GP (covers budget creation, maintenance and reporting on budgets).

Tue, October 20th, 2020 4:00 PM - 4:45 PM BST

Register Here

Favourite Add-ons Webinar
In November is Prepayments and accruals in Dynamics GP; discover how to improve your processing of prepayments and accruals.

Tue, November 17th, 2020 4:00 PM - 4:45 PM BST

Register Here

Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]

Financial ElementzThis post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a post on running a Receivables transaction import and am accompanying it with this video version of that post.

You can watch the GP Elementz - Financial Elementz - Run Receivables Transaction Import video:

GP Elementz from ISC Software

GP Elementz from ISC Software
What add-ons are available?
GP Elementz Portals
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ [Video]
Features of PurchaseHQ from ISC Software: Secure access
Features of PurchaseHQ from ISC Software: Secure access [Video]
Features of PurchaseHQ from ISC Software: Configuration
Features of PurchaseHQ from ISC Software: Configuration [Video]
Features of PurchaseHQ from ISC Software: Setup images
Features of PurchaseHQ from ISC Software: Setup images [Video]
Features of PurchaseHQ from ISC Software: Granting users access
Features of PurchaseHQ from ISC Software: Granting users access [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Order
Features of PurchaseHQ from ISC Software: Enter a Purchase Order [Video]
Features of PurchaseHQ from ISC Software: View my orders
Features of PurchaseHQ from ISC Software: View my orders [Video]
Features of PurchaseHQ from ISC Software: Workflow Integration
Features of PurchaseHQ from ISC Software: Workflow Integration [Video]
Features of PurchaseHQ from ISC Software: Document Approval
Features of PurchaseHQ from ISC Software: Document Approval [Video]
Features of PurchaseHQ from ISC Software: Receive Goods
Features of PurchaseHQ from ISC Software: Receive Goods [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal [Video]
Features of PurchaseHQ from ISC Software: Free Trial Available
Features of PurchaseHQ from ISC Software: Free Trial Available [Video]
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ [Video]
Features of CustomerHQ from ISC Software: Secure access
Features of CustomerHQ from ISC Software: Secure access [Video]
Features of CustomerHQ from ISC Software: Configuration
Features of CustomerHQ from ISC Software: Configuration [Video]
Features of CustomerHQ from ISC Software: Change images
Features of CustomerHQ from ISC Software: Change images [Video]
Features of CustomerHQ from ISC Software: Manage customer accounts
Features of CustomerHQ from ISC Software: Manage customer accounts [Video]
Features of CustomerHQ from ISC Software: Manage salesperson accounts
Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]
Features of CustomerHQ from ISC Software: Account Summary
Features of CustomerHQ from ISC Software: Account Summary [Video]
Features of CustomerHQ from ISC Software: View transactions
Features of CustomerHQ from ISC Software: View transactions [Video]
Features of CustomerHQ from ISC Software: View Statements
Features of CustomerHQ from ISC Software: View Statements [Video]
Features of CustomerHQ from ISC Software: Free Trial available
Features of CustomerHQ from ISC Software: Free Trial available [Video]
Features of SalesHQ from ISC Software: Introduction to SalesHQ
Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]
Features of SalesHQ from ISC Software: Secure access
Features of SalesHQ from ISC Software: Secure access [Video]
Features of SalesHQ from ISC Software: Configuration
Features of SalesHQ from ISC Software: Configuration [Video]
Features of SalesHQ from ISC Software: Change images
Features of SalesHQ from ISC Software: Change images [Video]
Features of SalesHQ from ISC Software: Manage customer accounts
Features of SalesHQ from ISC Software: Manage customer accounts [Video]
Features of SalesHQ from ISC Software: Manage salesperson accounts
Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]
Features of SalesHQ from ISC Software: Account Summary
Features of SalesHQ from ISC Software: Account Summary [Video]
Features of SalesHQ from ISC Software: View transactions
Features of SalesHQ from ISC Software: View transactions [Video]
Features of SalesHQ from ISC Software: View statement
Features of SalesHQ from ISC Software: View statement [Video]
Features of SalesHQ from ISC Software: Inventory Lookup
Features of SalesHQ from ISC Software: Inventory Lookup [Video]
Features of SalesHQ from ISC Software: Price Lookup
Features of SalesHQ from ISC Software: Price Lookup [Video]
Features of SalesHQ from ISC Software: Add Prospect
Features of SalesHQ from ISC Software: Add Prospect [Video]
Features of SalesHQ from ISC Software: Create quote
Features of SalesHQ from ISC Software: Create quote [Video]
Features of SalesHQ from ISC Software: Create order
Features of SalesHQ from ISC Software: Create order [Video]
Features of SalesHQ from ISC Software: Create invoice
Features of SalesHQ from ISC Software: Create invoice [Video]
Features of SalesHQ from ISC Software: Free Trial
Features of SalesHQ from ISC Software: Free Trial [Video]
GP Elementz Add-ins
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes
Features of Enhanced Notes from ISC Software: Introduction to Enhanced Notes [Video]
Features of Enhanced Notes from ISC Software: Individual notes
Features of Enhanced Notes from ISC Software: Individual notes [Video]
Features of Enhanced Notes from ISC Software: Categories/Subcategories
Features of Enhanced Notes from ISC Software: Categories/Subcategories [Video]
Features of Enhanced Notes from ISC Software: Assign tasks
Features of Enhanced Notes from ISC Software: Assign tasks [Video]
Features of Enhanced Notes from ISC Software: Available for reporting
Features of Enhanced Notes from ISC Software: Available for reporting [Video]
Features of Enhanced Notes from ISC Software: Free Trial
Features of Enhanced Notes from ISC Software: Free Trial [Video]
Features of Financial Elementz from ISC Software: Introduction to Financial Elementz
Features of Financial Elementz from ISC Software: Introduction to Financial Elementz [Video]
Features of Financial Elementz from ISC Software: Available imports
Features of Financial Elementz from ISC Software: Available imports [Video]
Features of Financial Elementz from ISC Software: General Ledger Code Import
Features of Financial Elementz from ISC Software: General Ledger Code Import [Video]
Features of Financial Elementz from ISC Software: Create General Ledger import
Features of Financial Elementz from ISC Software: Create General Ledger import [Video]
Features of Financial Elementz from ISC Software: Run General Ledger import
Features of Financial Elementz from ISC Software: Run General Ledger import [Video]
Features of Financial Elementz from ISC Software: Create Payables Transaction import
Features of Financial Elementz from ISC Software: Create Payables Transaction import [Video]
Features of Financial Elementz from ISC Software: Run Payables Transaction import
Features of Financial Elementz from ISC Software: Run Payables Transaction import [Video]
Features of Financial Elementz from ISC Software: Create Manual Payments import
Features of Financial Elementz from ISC Software: Create Manual Payments import [Video]
Features of Financial Elementz from ISC Software: Run Manual Payments import
Features of Financial Elementz from ISC Software: Run Manual Payments import [Video]
Features of Financial Elementz from ISC Software: Create Receivables Transaction import
Features of Financial Elementz from ISC Software: Create Receivables Transaction Import [Video]
Features of Financial Elementz from ISC Software: Run Receivables Transaction import
Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]

Features of Financial Elementz from ISC Software