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Features of PurchaseHQ from ISC Software: Granting users access [Video]

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published an Granting users access post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – PurchaseHQ – Granting users access video:

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.





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Features of PurchaseHQ from ISC Software: Granting users access

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

PurchaseHQ has two types of user:

  1. Approval user who can approve pending approvals in Workflow.
  2. Transaction user who would raise requisitions, or orders depending on configuration, and receive goods.

No setup is required for approval users; any user who is a Workflow Manager or an approver can og onto the portal using their Windows User and manage their approvals.

A transactional user needs to be cretaed in Microsoft Dynamics GP; this proves that they been granted the required level of approval to take this action.

As with creating a normal Microsoft Dynamics GP user who will access the traditional desktop or web client, this is a three stage process (you can shortcut this usng the copy security function.

The first stage is to create the user which you do the same as normal in User Setup (Adminstration area page » Setup » System » User), but then must assign their Windows Account to the Dynamics GP User:

Adding Windows Account to User Setup

Adding Windows Account to User Setup

Continue reading “Features of PurchaseHQ from ISC Software: Granting users access”

Features of PurchaseHQ from ISC Software: Setup images [Video]

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published an Setup images post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – PurchaseHQ – Setup images video:

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:

Features of PurchaseHQ from ISC Software: Setup images

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

There are three images which can be used by PurchaseHQ. they are:

  1. Background Image which is used for the background of PurchaseHQ as an overlay to the default blue background.
  2. Company Logo which is displayed in the top left corner by the company name.
  3. Favicon Icon which is displayed by the browser as the sites icon on the tab.

To setup the images, open the PurchasingPortal Setup window (Administration area page » Setup » System » PuchaseHQ » PurchaseHQ System Setup) select the ,em>Go To menu and click Setup Images:

Setup Images for PurchaseHQ

Setup Images for PurchaseHQ

Continue reading “Features of PurchaseHQ from ISC Software: Setup images”

Features of PurchaseHQ from ISC Software: Configuration [Video]

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published an Introduction to PurchaseHQ post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – PurchaseHQ – Configuration video:

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:

Features of PurchaseHQ from ISC Software: Configuration

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

All configuation of PurchaseHQ is done through add-in installed into Microsoft Dynamics GP. The Purchasing Portal Setup window (Administration area page » Setup » System » PurchaseHQ » PurchaseHQ System Setup) is accessible initially only to the DYNSA or em>sa accounts:

Purchasing Portal Setup window accessible from the Administration area page

Purchasing Portal Setup window accessible from the Administration area page

Continue reading “Features of PurchaseHQ from ISC Software: Configuration”

Reduce size of JPEG or PNG images

Useful WebsitesI’ve been doing some work on both my websites and the plugins I’ve developed for ClassicPress in order to make improvements. One of the areas I am aware of is that the images I am using are larger than they could be.

It is possible to compress PNG or JPEG images without any loss of quality. I’ve used a couple of tools to compress the screenshots I’ve already uploaded, without being especially happy with any of them, so I’m not going to recommend anything in that area.

However, I’ve been happier with an online tool called TinyJPG which you can use to compress images:

Tiny Jpg website

As you can see from the image above, a few images I ran through the tool resulted in an overall compression of 57%. This will save me both storage and bandwidth on the website. I am using the free version which allows you to upload up to 20 images up to 5MB in size at a time; they do have a paid service available which does not have these restrictions.

ClassicPress Development with GitHub: Creating release zips

GitHubWhen I started developing plugins for ClassicPress I decided that I needed to be using source control. As ClassicPress is intending to use GitHub for their plugin directory, it made sense for me to use it as well. This post is part of a series on ClassicPress Development with GitHub.

In the last post of this series, when discussing creating a release, I mentioned that you should upload a zip file containing the release code.

While users can download the source code directly, this will leave -master on the folder name. By creating a release zip, you can avoid this.

I have developed quite a few plugins for ClassicPress and have instances where I make changes to several plugins for release at the same time. To make this easier, I have a Windows batch command which will call 7-zip to compress all folders, in the same folder as the batch file, as zip files:

for /d %%X in (*) do "c:\Program Files\7-Zip\7z.exe" a -xr!.git\ -xr!*~ "%%X.zip" "%%X\"

I didn’t create this command line statement all on my own, but think I might have added the argument to exclude files with a .git suffix. Unfortunately, I started using it a few months ago and do not remember from where the original script came.

Features of PurchaseHQ from ISC Software: Secure access [Video]

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published an secure access post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – PurchaseHQ – Secure Access video:

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:

Features of PurchaseHQ from ISC Software: Secure access

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

One of the key principles behind the development of PurchaseHQ was that it be secure and, unlike the Web Services for Microsoft Dynamics GP, it uses a version of the TLS standard which is not being retired in 2020.

PurchaseHQ has four components:

  1. The Portal itself, which is hosted on Microsoft Azure, providing a robust, scalable platform for users to access and which is protected with an SSL certificate.
  2. The Azure Relay which handles communication from the Connector Service to and from the Portal.
  3. The Connector Service which is installed on a server in your domain and which initiates and handles communication to and from the SQL Server to the Portal.
  4. The Client Components which are installed on the Microsoft Dynamics GP clients and allow users to configure PurchaseHQ and maintain which users have access to log onto the portal.
Structure diagram of PurchaseHQ

Structure diagram for PurchaseHQ

No data is held on the Portal on Azure and no communication channels are initiated by the Portal; instead all data is held in databases on the SQL Server with all communication initiated by the Connector Service outbound, meaning that no ports need to be opened on the firewall for PurchaseHQ t be used. This is an advantage of PurchaseHQ over the email actions available with the standard Web Services approvals which require a port (48620 by default) to be opened for inward bound communications.

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: