Year: 2018

Implementing Jet Professional: Prerequisites

Ian Grieve3 minute read2 Comments

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Professional sub-series.

Over the last couple of posts, I’ve been taking a look at Jet Express, which is the lowest tier of Jet Reports. The next tier, is Jet Professional, formerly known as Jet Essentials, which is a much more flexible and capable reporting tool.

Before installing Jet Professional, there are some prerequisites for both the server and client components:

  • Database Connection
    • Microsoft Dynamics GP version 9 or later
    • Microsoft SQL Server 2005 or later**
    • OLE or ODBC compliant database
  • Excel Addin
    • Prerequisites

    • Hardware (minimum)

      • Processor: 1.4GH
      • RAM: 2GB
      • Disk space: 2GB
    • Operating System

      • Microsoft Windows Server 2016
      • Microsoft Windows Server 2012 and 2012 R2
      • Microsoft Windows Server 2008 SP2
      • Microsoft Windows 10
      • Microsoft Windows 8.0 and 8.1
      • Microsoft Windows 7 SP1
      • Microsoft Windows Vista SP2
    • Microsoft Office

      • Microsoft Office 365 (2013-2016 Desktop Edition Only)**
      • Microsoft Office 2010 – 2016 *
      • Microsoft Office 2007
  • * Jet Reports recommends that only one installation of MS Office be present. Jet Reports cannot support installations where multiple copies of MS Office are installed.
    ** Includes both 32-bit and 64-bit versions, if applicable.

Implementing Jet Professional: Series Index

Ian Grieve1 minute read6 Comments

Jet ReportsThis post is part of a series of posts on Jet Reports. As I said in the series index for the overall series on Implementing jet Reports, I am doing sub-series for each of the versions of Jet Reports.

This is the series index for implementing Jet Professional which is the middle tier of the software and suitable for businesses with more complex financial and non-financial reporting requirements.

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Implementing Jet Express: Sample Reports for Jet Express

Ian Grieve1 minute read2 Comments

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Express sub-series.

There are a number of reports available from Jet Reports. These can be used to form the basis of yuor financial reporting in Jet Express and are available by installing the Report Player:

Once the reports have been downloaded, run the setup.exe.

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Implementing Jet Express: Installation

Ian Grieve1 minute read0 comment

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Express sub-series.

Once you have ensured the prerequisites are met and have downloaded the software, Jet Express for Microsoft Excel with Microsoft Dynamics GP can be installed.

To launch the installer, double click the Jet Express Setup.exe. Click Install to start the installation:

Jet Setup

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Bug With Microsoft Dynamics GP 2018 RTM Workflow Step Copy Function

Ian Grieve3 minute read0 comment

Microsoft Dynamics GPOne of the new features introduced with Microsoft Dynamics GP was the Copy Workflow Step feature; I have a number of clients using workflow and having to manually configure every step could be very time consuming, when being able to copy and amend the conditions would save huge amounts of time.

When the new feature came out I did go hand on with it, but only so far as to copy a step. What I didn’t actually do was amend the conditions; if I had I would have found that there was a bug in this new functionality. Unfortunately, it took one of my clients to come across the bug when they were adding some steps to a workflow.

The problem is this; when you copy a step, it also copies the conditions. When the step is copied, it adds a new line to the Workflow Step Table (WF100003); but, there is no new entry added to the QueryDesigner_Conditions (CO00123) table.

This has the unfortunate side effect that when you amend the condition on the new step, you are also changing it on the original step.

below is a simple example of the problem.

First, set up a step:

Workflow Original Step

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Implementing Jet Express: Prerequisites

Ian Grieve2 minute read2 Comments

Jet ReportsThis post is part of a series of posts on implementing Jet Reports and is part of the Jet Express sub-series.

Jet Express for Microsoft Excel is the lowest featured product in the Jet Reports product range and is really only of value to clients with very simple financial reporting from the General Ledger; Jet Express can be downloaded from here:

Jet Express has fairly generous system requirements:

  1. Microsoft Office – Microsoft Office 2007, 2010, 2013, 2016, Microsoft Office 365 Desktop Edition
  2. Operating System – Microsoft Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, Windows Server 2008 through 2012R2
  3. Prerequisites: – Microsoft .NET Framework 4.5 (if not present, will be installed with Jet Express).

Jet Express will also work with all versions of Dynamics GP starting with version 9.0.

Winthrop DC Directly Distributing All Products from 1st July 2018

Ian Grieve2 minute read2 Comments

Winthrop DCYesterday, Winthrop Development Consultants announced that they would be moving to direct distribution for all of their Microsoft Dynamics GP add-ons (including the GP Power Tools) as of the 1st July 2018.

This means all new subscriptions, subscription renewals, and sales and support queries will be handled directly via Winthrop Development Consultants.

One important point to note, is that all installations will need to be upgraded before the subscriptions expire to be able to renew under Winthrop’s new registration system.

Full information is available from Winthrop Development Consultants including details on the new customer and partner portals.

Until 1st July 2018, Mekorma will continue to distribute GP Power Tools so any new subscription purchase or renewal should be processed via their site.

Implementing Jet Express: Series Index

Ian Grieve1 minute read4 Comments

Jet ReportsThis post is part of a series of posts on Jet Reports. As I said in the series index for the overall series on Implementing jet Reports, I am doing subseries for each of the versions of Jet Reports.

This is the series index for implementing Jet Express which is the lowest tier of the software and suitable for smaller business with simple reporting requirements.

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Implementing Jet Reports: Differences Between Versions of Jet Reports

Ian Grieve2 minute read0 comment

Jet ReportsThere are three versions of Jet Reports available for Microsoft Dynamics GP. Jet Reports was founded in 2002 and is headquartered in Portland, Oregon, USA and has a presence around the world, including here in the United Kingdom.

The three versions of Jet Reports are:

  1. Jet Express for Excel – an extension included with Microsoft Dynamics GP gives users a simple way to create basic reports and business queries inside Excel.
  2. Jet Professional – fast, flexible financial and business reporting inside Microsoft Excel.
  3. Jet Enterprise – corporate analytics and reporting, anywhere.

There is a product comparison sheet available from Jet Reports which shows the differing capabilities of the three versions.

As mentioned in the series index, I am going to run through the implementation of all three versions, but my recommendation would be to look to the Professional and Enterprise versions for your reporting needs rather than the Express edition; unless your requirements are very simple (no requirements for dashboards, scheduling, security, multi-company) then Jet Express will not be sufficient.

Implementing Jet Reports: Series Index

Ian Grieve2 minute read36 Comments

Jet ReportsBack in May 2016, Microsoft and Jet Reports announced a new Microsoft Excel-based reporting product called Jet Express. I was aware of Jet Reports before then, but the announcement brought them back to my attention as well as highlighting that the future of Management Reporter is now somewhat limited.

I’ve spent a bit of time over the last few months taking a look at the different versions of Jet Reports and figured it was time to do a series of blog posts. Over the coming posts, I am going to take a look at the implementation of each of the three versions of Jet Reports; I’ll also show the sample reports available from Jet Reports themselves, but will not cover report design in this series of posts. I’ll probably do some posts on this in the future.

I’ve created a separate series for each of three versions of Jet Reports; the indexes below will populate as each post goes live.

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