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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GP Table Reference Updated for GP 2018 plus First ISV Products Added

GP Table ReferenceI have now fully updated the azurecurve|GP Table Reference for Microsoft Dynamics GP 2018 RTM as well as adding the first few ISV products

A total of six new products have been added during the latest update.

Standard modules added are (I’m not entirely sure why these hadn’

  • Direct Debits & Refunds (8811)
  • Scheduled Installments (1150)
  • The added ISV products are:

    1. Advanced Bank Reconciliation (2440) from Nolan Business Solutions
    2. Extender (3107) from eOne Solutions
    3. MIS-AMS Extensions (3459) which is now maintained by Perfect Image, but not generally commercially available.
    4. SmartList Builder (3830) from eOne Solutions

    I am going to be adding additional ISV products to the site as well, look for lighter tiles ; if you work for an ISV, or use ISV products, and want the tables added to the GP Table Reference, please get in touch with details of what you want adding.

    The Mekorma products are currently on my list of the next ISV products to be added.

    Setting Bank Account In ABR To Extract Automatically In Reconcile Bank Transactions

    Microsoft Dynamics GPConfiguring Nolan’s Advanced Bank Reconciliation (ABR) to automatically extract transactions when reconciling a bank account is not complicated, but I keep on forgetting where the option is located. That gets a little embarrassing when you tell a client, “yes, you can do that” and then have to spend five minutes looking for the option.

    So by writing it down here, I am hoping to be able to commit it to memory.

    this option is per bank account and is located on the Bank Account Setup window (Financial >> Setup >> Advanced Bank Reconciliation >> Bank Setup).

    Click the Options menu and then select Extract options:

    Bank Account Setup

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    Mea Culpa: Fixing A Corrupt Sales Invoice

    Microsoft Dynamics GPIn this post I discussed fixing a Sales Invoice which was corrupt and how Microsoft Dynamics GP Check Links couldn’t be used to fix the problem as it only looks at the standard tables but the invoice in question was a recurring invoice created using Nolan Business Solutions’ Advanced Sales Order processing with recurring Invoices. Continue reading “Mea Culpa: Fixing A Corrupt Sales Invoice”

    Fixing A Corrupt Sales Invoice

    Microsoft Dynamics GPWe received a call from a client yesterday about a problem with a sales invoice.

    They’d tried to amend the value, had a problem and then tried to void the transaction (their settings prevented the registered invoice being deleted but something went wrong.

    It was at this point that they called the helpdesk to report the following error message;

    This document number already exists. Please enter a new document number.

    Continue reading “Fixing A Corrupt Sales Invoice”