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”

Features of Enhanced Notes from ISC Software: Available for reporting [Video]

GP Elementz Enhanced NotesThis post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a post on how enhanced notes are available for reporting and am accompanying it with this video version of that post.

You can watch the GP Elementz – Enhanced Notes – Available for Reporting 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 Invoices import
Features of Financial Elementz from ISC Software: Create Receivables Transaction Import [Video]
Features of Financial Elementz from ISC Software: Run Receivables Invoices import
Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]

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Features of Enhanced Notes from ISC Software: Available for reporting

GP Elementz Enhanced NotesThis post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Enhanced Notes are, like all Microsoft Dynamics GP data, stored within the company database. This means that they are availa le for reporitng using any of the reporting tools available with Microsoft Dynamics GP.

The standard notes are held in Record Notes Master (SY03900); when Enhanced Notes is installed, this table holds the most recent note entered while the previous notes are in the EN_Notes_Extension (EN_NTEX) table which is part of the Enhanced Notes product:

SQL Server Management Studio showing the content of the EN_NTEX table

Continue reading “Features of Enhanced Notes from ISC Software: Available for reporting”

Implementing SmartList Builder: Review

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

Of all of the ISV products I have used with Microsoft Dynamics GP, SmartList Builder is the one I have worked with the longest, and is the one I like the most (looking back I’m surprised it’s taken me this long to do a series like this).

It is easy to use, flexible and far better at creating new SmartLists than the in-built SmartList Designer product which Micro created when they passed SmartList Builder back to eOne Solutions.

If you like SmartLists, then I would encourage you to take a look at SmartList Builder; it does take a somewhat technical user to create and maintain SmartLists through it, but they are easy to create and much more flexible than those possible through SmartList Designer. The hardest job is sometimes discovering how the data hangs together.

There are resources such as the GP Tables section of Victoria Yudin’s website or my azurecurve|Microsoft Dynamics GP Table Reference which you can use to find the tables you need.

Implementing SmartList Builder: Security

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

The final element to readying SmartList Builder for use is to configure security so that users without the POWERUSER* role can access it. While this step isn’t absolutely necessary, I would encourage people not to over use the POWERUSER* role.

A better approach would be to create a Super User role instead. Both this role and standard user roles will need to have access to the SmartList Builder windows granting.

This is easy to do, as SmartList Builder ships with some default security tasks and a role:

Security Role Setup

Assign this role to the relevant user or assign the tasks to existing roles and user will, next time they login, be able to access the SmartList Builder window.

Implementing SmartList Builder: Register

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

If you’re testing SmartList Builder, you can use it in the Famrikam Sample company without entering a registration key. However, yo use it on a normal company, even a test one, you will need to input the key.

To do this, log into Microsoft Dynamics GP as a user with the POWERUSER* role and open the SmartList Builder Register window (Administration area page » Setup » SmartList Builder » Register SmartList Builder) and enter the key in the Registration Key field:

SmartList Builder Register

Click Save to sdave the key and close the window.

Implementing SmartList Builder: Download and Install

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

SmartList Builder is downloaded direct from the eOne Solutions website as a zip file.

Download SmartList Builder

Continue reading “Implementing SmartList Builder: Download and Install”

Implementing SmartList Builder: SmartList Builder vs. SmartList Designer

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

As mentioned in the last post SmartList Builder was directly sold by Microsoft under a licensing agreement for many years until, with the launch of Microsoft Dynamics GP 2013 SP2, the product was released back to the original ISV; a Fargo based ISV called eOne S0lutions.

I understand this was because the new top person in charge of Microsoft Dynamics GP did not like licensing products from the ISVs and release quite a few back to the original developer. However, this left a gap in Microsoft Dynamics GP in that users could no longer create new SmartLists. And so, SmartList Designer was created.

In theory it fulfils the same job as SmartList Builder; you can create new SmartLists by joining tables together or by linking in a SQL view. When it was first released, I took a look at it as an alternative to SmartList Builder on the basis it was free as opposed to needing to buy SmartList Builder.

However, in every area, it is an inferior product. It is not as functional and it is not as easy to use.

Continue reading “Implementing SmartList Builder: SmartList Builder vs. SmartList Designer”

Implementing SmartList Builder: What is SmartList Builder?

eOne SolutionsThis post is part of the series on Implementing SmartList Builder from eOne Solutions.

Before launching into the installation of SmartList Builder, I thought it might be worthwhile to do a post on what it is. All users of Microsoft Dynamics GP will be familiar with SmartList; this is the flexible reporting tool which allows you to generate a report showing a list of master records or transactions. Each series has a set of SmartLists available by default, with predefined favourites where search criteria or columns are supplied already configured.

SmartList favourites can be customised and new ones created quite easily, but new SmartLists themselves cannot be created. To create a new SmareList, you need a tool such as SmartList Builder or, in more recent years, SmartList Designer. In this series, I am focussing on SmartList Builder as this is an additional product available from an ISV for Microsoft Dynamics GP.

Back in 2003 when I started working with Microsoft Dynamics GP, SmartList Builder was available direct from Microsoft. SmartList Builder was originally developed by eOne Solutions and then licensed by Microsoft; in the run up to the release of Microsoft Dynamics GP 2013 SP2, the licensing deal for SmartList Builder was ended and maintenance of the product reverted back to eOne Solutions.

SmartList Builder the product, includes four utilities:

  1. SmartList Builder – SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.
  2. Excel Report Builder – Excel Report Builder generates an Excel Spreadsheet with a live connection back to GP or any other data you include. This means you have live refreshable reports, anytime you need them. You can give all your data from GP to anyone in the organization via Excel – without buying new, full-user licenses of Dynamics GP.
  3. Drill Down Builder – Drill Down Builder completes the functionality of Excel Report Builder by letting you drill from your spreadsheet back into that same record within Dynamics GP. Where Microsoft hard codes a drill down – eOne makes it completely configurable to allow you to drill down to any screen or SmartList in Dynamics GP. This is an essential part of bringing the most common business tools together. Working in GP and Excel all day – it only makes sense to auto-switch between one and the other.
  4. Navigation List Builder – Navigation List Builder allows you to publish your SmartList into the Navigation List user interface.

The standard installation of the SmartList Builder product, gets you all four of the above utilities.

Implementing SmartList Builder: Series Index

eOne SolutionsI’ve posted series on a few different ISV addons for Microsoft Dynamics GP over the last few years, but, somewhat ironically I guess, have not posted all that much about the addin I’ve used the most over the years.

That addin is SmartList Builder from eOne Solutions.

SmartList Builder allows you to create both brand new SmartLists or modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

This series is going to cover the implementation of SmartList Builder; I’ll take a look at report builder in a future series.

Implementing SmartList Builder
What is SmartList Builder?
SmartList Builder vs. SmartList Designer
Register
Security
Review