Bulk Export Dynamics GP Document Attachments using .NET

Precipio ServicesSteve Endow of Precipio Services, the man behind the GP Transaction Search, has created another tool for Microsoft Dynamics GP; this one allows a bulk download of Document Attachments.

The tool allows the user to select a Database, Record Type, and indicate whether Deleted attachments should be exported. The attachments can then be previewed before being exported:

Export Document Attachments window

Full details of this tool is available on Steve’s blog and can be downloaded here.

As well as the Free Tools, Precipio Services also have a range of products available; they also provide a a full array of Dynamics GP integration and customization services.

What Are The GP Elementz Portals?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

  • ​​CustomerHQProvide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQProvide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQExtend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

  • Access data from anywhere and on any device.​
  • Safe and secure portals using Microsoft Azure.​​​
  • Fast and simple set up​​.
  • The user interface make the portals easy to use​.
  • Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

Continue reading “What Are The GP Elementz Portals?”

What Are The GP Elementz?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

Over time, ISC Software have created a number of customisations for clients which have been made more widely available to customers as the GP Elementz; if you’re an ISC Software support customer, then you have access to the GP Elementz add-ons free of charge.

There are a few add-ons available as GP Elementz:

  • Enhanced Notes​ – Extends and secures standard notes by allowing multiple separate notes to be recorded against records. Includes user alerts, categorization and audit functionality.
  • Distribution ​Elementz – ​A collection of windows & reports that extend Dynamics GP SOP, POP and inventory functions.
  • Financial Elementz – A collection of windows and reports that enhance standard financial Dynamics GP function.
  • Invoice Transformer – Consolidate or ‘mirror’ SOP invoices. Transfer item lines between SOP invoices.
  • ​Security ​Informer – Provides on-screen messages stating details of which window or report access is denied.

Over time, I am going to take a detailed look into these add-ons in my usual way (installation and then a hands on and review), so keep an eye out for those posts. More details on them all can be found on the GP Elementz website or you can use the enquiry form below to get in touch.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

What Services Does ISC Software Offer?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

This short series of posts is a quick introduction to ISC Software and what they offer to Microsoft Dynamics GP clients in the UK, Ireland and in the rest of the world.

Implementations & Upgrades

ISC Software can implement Microsoft Dynamics GP or upgrade existing systems.

Consultancy

Consultancy is available to help you get the most out of your Microsoft Dynamics GP system whether this be reviewing processes, user training, implementing a new module or approval workflows.
Continue reading “What Services Does ISC Software Offer?”

Who Are ISC Software?

ISC Software SolutionsAs I mentioned in the last post, I have joined ISC Software Solutions, a Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor), as the Lead ERP Consultant.

ISC Software are Microsoft business software specialists whose ethos is centered upon our customers. We deliver products and solutions in the way that best meets the needs of our customers and the industries in which they work.

ISC Software are a privately owned company that focuses on the delivery of business software solutions. Our company was formed in 2003, following a management buyout of the Business Solutions Division of ISC Computers plc. We are headquartered in Cambridgeshire, United Kingdom, with an additional office based in Dublin, Ireland.​ Our focus is purely Microsoft business management software:

  • Microsoft Dynamics GP
  • Microsoft Dynamics CRM
  • Microsoft SharePoint
  • Microsoft Azure and Office 365

In addition to having a team of Dexterity developers for extending Microsoft Dynamics GP, ISC Software also use mainstream technologies, primarily Microsoft .NET and tools, Visual Studio .NET, to customise the standard Microsoft products, in our role as a Microsoft partner to provide the extra 20% needed to extend products further to meet exact customer requirements.

ISC Software offer a comprehensive range of consulting, custom software development and support services to assist customers to improve efficiencies through automating processes, accessing key data and sharing information.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

“Times change and we change with them” or “I have a new job”

ISC Software SolutionsAfter just over 7 years with Perfect Image, I decided it was time to move on and have accepted a position with ISC Software as the Lead ERP Consultant; I started in my new role on Monday last week. This is a change for me as I was the ERP Practice Manager at Perfect Image, but I decided to step out of management back into a role with a stronger focus on projects and delivery of consultancy to clients.

ISC Software is, in addition to being a Microsoft Dynamics GP VAR (Value Added Reseller), an ISV (Independent Software Vendor) and have released a suite of add-ons and portals for Microsoft Dynamics GP; this is an additional area with which I will be involved. This means that I am likely to be involved in promoting these add-ons and portals (I’m sure you’ll have guessed that there will be blog posts about them in the near future); this may also involve attending conferences, so you may be able to meet me face-to-face instead of just reading my posts online.

Over the next few posts, I’m going to quickly introduce ISC Software, their services as well as the add-ons and portals, before following up over the next few months with more detailed posts on the various add-ons and portals.

Have an enquiry for ISC Software Solutions?

If you’re interested in speaking to ISC Software about consultancy, upgrades, implementation, development, GP Elementz add-ons or portals, or anything else, you can use the form below.





Your Name (required):
Your Email (required):
Subject:
Enquiry message:

Who Are ISC Software?
Who Are ISC Software?
What Services Does ISC Software Offer?
What Are The GP Elementz?
What Are The GP Elementz Portals?

Implementing Rockton’s SmartFill: Review

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

Over the course of this series, I’ve stepped through the steps to, on a simple level, implement the SmartFill product from Rockton Software.

I’ve been quite impressed with what I have seen of SmartFill. It is easy to install and configure and the search seems quite effective.

Using the Fabrikam sample database, I inserted 1,500,000 (yes, 1.5 million) vendor records and did searches against them from Payables Transaction Entry. The search took 5 seconds to locate and return relevant data when there was only a few matching returns on the search criteria; the more records returned to the search window, the longer it took to populate.

I’ve got a couple of clients with large datasets who I think would benefit a lot from this product; one especially has tens of thousands of inventory items with a segmented Item Number; SmartFill would make it easy for them to do lookups on part of the item number; and the subset filter will allow them to search within the initially returned dataset.

SmartFill is licensed at $220 (USD) per system user (as of July 2018). In simplest terms, this means that for each Microsoft Dynamics GP full user licences you own, you need to purchase one SmartFill user license; this is regardless of whether they will be using SmartFill or not. This licence model is not unusual for Microsoft Dynamics GP ISV solutions, but it can mean that for larger clients the cost can become prohibitive.

SmartFill is worth taking a look at if you, or your users, have trouble finding data with the regular lookups. The real benefit of SmartFill is how customisable and easy the search is to use.

Implementing Rockton’s SmartFill: Customising Search Options

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

While SmartFill can be used out of the box with the search being configured to lookup on several fields, it is possible to customise the search options so that more fields can be searched against.

If we take the Vendor search as an example, it uses the following fields for the sdearch:

  • Vendor ID
  • Vendor Name
  • Vendor Class

To change the search configuration, select SmartFill Objects (Administration area page » Setup » SmartFill » SmartFill Objects). Scroll down and locate the Vendors in the list; select it and click OK:

SmartFill Objects

Continue reading “Implementing Rockton’s SmartFill: Customising Search Options”

Implementing Rockton’s SmartFill: Configuring Security

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

As it installs, SmartFill is accessible and the search windows can be used by all users.

It can also be administered by anyone with the POWERUSER* role. However, security can be maintained in two ways.

The first type of security allowsd the lookup windows to be restricted so certain lookup windows can be accessed only by certain users.

To change the security on, for example, the vendor lookup, select SmartFill Objects (Administration area page » Setup » SmartFill » SmartFill Objects). Scroll down and locate the Vendors in the list; select it and click OK:

SmartFill Objects

Continue reading “Implementing Rockton’s SmartFill: Configuring Security”

Implementing Rockton’s SmartFill: Search Using SmartFill

Rockton SoftwareThis post is part of a series of posts on Implementing Rockton’s SmartFill.

With SmartFill now installed, the search windows are available to use. There are many SmartFill search windows available, which all work in the same way, but, for this example, I am using Vendor search.

Open the Vendor Maintenance window (Purchasing area page » Cards » Vendor). Type OFFICE in the Vendor ID field and hit tab:

Continue reading “Implementing Rockton’s SmartFill: Search Using SmartFill”