Day: April 7, 2020

This 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 Enter a Purchase Requisition post, but I am experimenting with making video alternatives to the standard blog posts.

You can watch the GP Elementz – PurchaseHQ – Enter a Purchase Requisition video:

This 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.

When PurchaseHQ is in Requisition Mode users can enter new requisition via the portal. This gives them access to simpler, cleaner windows than the standard Microsoft Dynamics GP windows which are accessible from any form-factor device from any location.

To enter a purchase requisition, click on the Document Entry tile on the home page (if any requisitions are in progress this will be shown below the tile title):

Continue reading “Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition”

This 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:

This 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:

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