Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The first enhancement from the top requested features is the ability to copy a report option. This allows you to replicate one report option under a different name, make some changes and then save the changes, allowing you to quickly set up standard options on a range of report options.

To copy a report option, enter the new Option name and click the Copy button on the action pane:

Copy report option

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Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements series where I am going hands on with the financial enhancements of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.

The seventh, and last, financial enhancement is the display of the check or card number in the Apply Sales Document window (Sales area page » Transactions » Apply Sales Document) which was was entered on the payment at the time of entry:

Apply Sales Document

The addition of the field has meant a little shuffling of existing fields on the window, but the addition of this field improves visibility and allow users to be sure they are applying the correct payment.

Hands On with Microsoft Dynamics GP October 2019 Release New Features

Hands On with Microsoft Dynamics GP October 2019 Release New Features
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Sort companies in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: Filter inactive users in User Access Setup
Hands On with Microsoft Dynamics GP October 2019 Release New Features – System Enhancements: More than 32 report options in Report Group
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Long description for payables transaction entries
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Expand the view of fiscal periods
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show user who posted for Journal Entry Inquiry
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Add Class ID to Fixed Assets Transfer
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Document Attach available in Bank Reconciliation
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Visual Cue for EFT Vendor on Edit Payment Batch
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements: Show Check Number in Apply Sales Document window
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: User Security Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Roles Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Security Tasks Workflow
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Export and import workflows
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Change approver for active workflow tasks
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Workflow Enhancements: Vendor approval enhancements
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Copy Report Option
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Filter Item Stock Inquiry by Date
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Exclude Inactive Items on Item Price List Report
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Minimize transaction when Go To is selected for PO that exists
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Save setting for how to show new POs
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Inactive field added to Item SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Show the User ID in the Items SmartList
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests: Paste from Excel in Web Client
Hands On with Microsoft Dynamics GP October 2019 Release New Features – Financial Enhancements
Long description for payables transaction entries
Expand the view of fiscal periods
Show user who posted for Journal Entry Inquiry
Add Class ID to Fixed Assets Transfer
Document Attach available in Bank Reconciliation
Visual Cue for EFT Vendor on Edit Payment Batch
Show Check Number in Apply Sales Document window

Implementing SalesHQ Portal: Conclusion

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

I realise working for the company who created and sells the Sales HQ portal prevents me from being a neutral reviewer, so I won’t try to offer a conclusion as I have been doing on recent series. Instead I’ll leave you with a quick recap of some salient points:

  • Responsive design which works on desktop, notebook/laptop, tablet and mobile/cell.
  • Portal is hosted on Azure; but no inbound ports need to be opened on your firewall.
  • Salespeople can be assigned multiple customers to look after; customers can be assigned to more than one salesperson.
  • Access for customers to view their account.
  • Salespeople can create prospects or raise quotes/orders/invoices.
  • Free trial connected to your system available so you can try SalesHQ risk free.

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:

Implementing SalesHQ Portal: Using SalesHQ Portal

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Over the course of this series, I’ve taken a look at how SalesHQ is implemented. I thought it would be useful to do a post on actually using SalesHQ, but first a reminder that earlier in the series I did a post on What SalesHQ is and what functionality it contains.

I am going to look at Sales HQ from the perspective of a salesperson who has access to a US territory.

When you visit the SalesHQ portal, you will be presented with the login window; this uses the crdentials entered when the salesperson was created:

SalesHQ Login

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Implementing SalesHQ Portal: Test SalesHQ Portal

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

Once I have SalesHQ deployed and salespeople and/or customers with access, I run a quick test to make sure I can log into the portal.

Navigate to the web address you supplied during the implementation (I didn’t use a custom address so have a default one). When the login page loads, enter the email address and password of one of the salesperson accounts you created:

Sales HQ web portal logon screen

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Implementing SalesHQ Portal: Customer Setup

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With SalesHQ fully deployed, the final step of configuration is to grant customers access sot they can see their account information online. This is done via a window accessible from Customer Maintenance (Sales » Cards » Customer).

To add access for a customer open the Customer Maintenance window, open a customer record and click the Additional button on the action pane and select Manage Customer Accounts:

Customer Maintenance

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Implementing SalesHQ Portal: Salesperson Setup

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

With SalesHQ configured, it is now available to use. However, the first thing we need t do is grant access to salespeople so that they are able to log in.

From experience, very few clients actually use salespeople in Microsoft Dynamics GP the way it was intended. So rather than enforcing the use of them, the SalesHQ functionality has been hooked onto the Salesperson Maintenance window ()Sales » Cards » Salesperson) without requiring the salesperson to be assigned to customers.

There are two pieces of setup required against the Salesperson record:

  1. Assign the login details for the salespeople who can log in against this Salesperson record; multiple logins against a single salesperson is supported.
  2. Assign customers to a Salesperson record.

To add the users who can login, open the Salesperson Maintenance window and open a salesperson record. Click the AdditionalManage Salesperson Accounts:

Salesperson Maintenance showing the Additional button

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Implementing SalesHQ Portal: Configure SalesHQ

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After a company has been registered with SalesHQ and you logout and back in, the menu will update with the menu items for the SalesHQ configuration windows:

Administration menu showing CustomerHQ

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Implementing SalesHQ Portal: Portal Deployment on Azure

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

This is a step which ISC Software will perform, but some information is required for this to be accomplished. In the last post in this series, I showed how to register a company with SalesHQ; this generated a unique GUID for each company.

For ISC Software to deploy the portal, they need the Company ID for each company registered.

Run the script below against your Elementz database, to extract the CompanyID GUIDs:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT DynamicsDB,CompanyDB,CompanyId
FROM CustomerPortalCompany

Once you have this information reply back to the Azure settings email you received before installing the connector service.

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:

Implementing SalesHQ Portal: Client First Run

SalesHQ PortalThis post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.

After installing the Microsoft Dynamics GP client component, you need to run Microsoft Dynamics GP as administrator as you will be prompted to include new code; click Yes to do so:

New code must be included...

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