Tag: ISC Software

Every 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:

	In June is Personalising Microsoft Dynamics GP; Learn how users can personalise their Dynamics GP experience. Tue, June 15th, 2021 4:00 PM – 4:45 PM BST In this webinar we’ll take a look at the standard functionality in Dynamics GP which allows users to tailor their homepage to fit their needs and ways they can use this to work smarter, not harder Register Here
	In July is Lesser Used Modules in Dynamics GP; Explore some of the lesser used modules of Microsoft Dynamics GP and how they can improve processes. Tue, July 20th, 2021 4:00 PM – 4:45 PM BST This webinar will look at the modules included in the Microsoft Dynamics GP Starter and Extended Packs, picking out some of the modules which can save time but which aren’t as commonly used. Register Here
	In August is Microsoft Dynamics GP Workflow; Discover how workflow can be used to require documents and master record changes to be approved, and enforce segregation of duties. Tue, August 17th, 2021 4:00 PM – 4:45 PM BST This webinar will look at the workflow approval types available in Dynamics GP and how they can be used to require documents or master record changes, or document submission to be approved. It will then delve further into the types of steps and routings available within workflow. Register Here

Every 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:

	In May is Controls and Security in Microsoft Dynamics GP; Discover how Business Intelligence can improve visibility and help you make better, more timely, decisions. Tue, May 18th, 2021 4:00 PM – 4:45 PM BST Use Jet Analytics to harness multiple data sources for fast, reliable reporting and analytics. Through OLAP cubes and tabular models, you can easily report inside Excel or Power BI, with no coding and without requiring technical expertise. Use PowerBI to create interactive, immersive dashboards and reports that provide actionable insights and drive business results. Register Here
	In June is Personalising Microsoft Dynamics GP; Learn how users can personalise their Dynamics GP experience. Tue, June 15th, 2021 4:00 PM – 4:45 PM BST In this webinar we’ll take a look at the standard functionality in Dynamics GP which allows users to tailor their homepage to fit their needs and ways they can use this to work smarter, not harder Register Here
	In July is Lesser Used Modules in Dynamics GP; Explore some of the lesser used modules of Microsoft Dynamics GP and how they can improve processes. Tue, July 20th, 2021 4:00 PM – 4:45 PM BST This webinar will look at the modules included in the Microsoft Dynamics GP Starter and Extended Packs, picking out some of the modules which can save time but which aren’t as commonly used. Register Here

In our most recent webinar, we took a look at Powerful document generation for Dynamics GP. In this webinar, we covered how dox42 can be used to design attractive document templates in Microsoft Office and integrate data from Microsoft Dynamics GP and other systems such as SharePoint or Microsoft 365. 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 show the benefits and some example uses of dox42 for generating documents with data from Dynamics GP and other systems:

1. Introducing dox42
2. Examples of how dox42 can be used
3. Template Design
4. Integrate data from various sources
5. Automate your output
6. Key benefits
7. Examples from Dynamics GP
   • Quotation
   • Commercial Invoice
8. Conclusion

Introducing dox42 ^

dox42 are headquartered in Vienna Austria and sell dox42 through a partner channel using companies such as ISC Software. It allows you to generate individualised documents from all your existing systems, including Microsoft Dynamics GP, automatically. Offers, quotes, contracts, inspections or server-reports, presentations, Excel-charts and insurance policies; dox42 is a flexible, powerful and intuitive application which allows you to use the common interface of Microsoft Word, Excel or PowerPoint to design document templates.

Continue reading “Recent ISC Software Webinar: Powerful document generation for Dynamics GP”

Every 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:

	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
	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
	In May is Controls and Security in Microsoft Dynamics GP; Discover how Business Intelligence can improve visibility and help you make better, more timely, decisions.. Tue, May 18th, 2021 4:00 PM – 4:45 PM BST Register Here

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.

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

Every 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:

	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
	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
	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

In 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
   • Payables Management
   • Receivables Management
   • Fixed Asset Management
   • Inventory Control
   • Analytical Accounting
   • Project Accounting
   • General Ledger
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”