Implementing SmartView for Microsoft Dynamics GP: What is SmartView?

eOne SolutionsThis post is part of the Implementing SmartView for Microsoft Dynamics GP series were I am taking a look at the SmartView product from eOne Solutions which provides another way of using SmartLists.

SmartView provides an alternative, yet fast and flexible, interface to the existing SmartLists in Microsoft Dynamics GP. It is available inside Dynamics GP just like SmartList is, yet it is also available from outside of Dynamics GP meaning you can give access to the same reports to all users, even those who don’t use Dynamics GP itself which can save you on both licencing and training costs.

Feature The SmartView advantage
Speed SmartView provides the solution for anyone that has ever waited impatiently for a SmartList to refresh. For example, if you run the Sales Line item list in SmartList, it would take 2.5 minutes to return 4259 rows. If you use SmartView you get the exact same data returned in 7 seconds!
Excel Cut and Paste selected records directly from SmartView to Excel, Word or an email.
Full Screen Use every bit of your screen to view our data. No more white spaces!
Unlimited Filters There is no limit at all on the number of filters you can have. You can mix and match AND’s and OR’s to get exactly what you are looking for.
Single Screen Eliminate up to 7 mouse clicks, by having everything on one screen.
Group Group your data by any field, by a simple drag and drop function. It’s like creating your own reports on the fly.
Sub Total When you group you will receive auto subtotaling of all you data. So group by customer to see totals by customer.
Sort Sort how you please, even by a number of columns simultaneously.
GoTo’s All the goto’s from SmartLists and SmartList Builder are available to make navigation into Microsoft Dynamics GP a breeze.
Export Export your lists to PDF, Excel or CSV. SV has been timed at being 10 times faster than a SmartList export.
Multiple Instances Open multiple instances of SmartView to let you multi task and look at multiple lists simultaneously.
Columns Add, remove and reorder columns by simply dragging and dropping where you’d like them to go.
Restrictions Only see the data you need, when you need it.
Favorites Create the view you go back to most and save it as a favorite. You can even share that with your team.
Searching Searching across all your data or by column.

SmartView is no longer available as a separate product but licenced as part of the Popdock package which, for Dynamics GP users, also includes SmartList Builder.

Implementing SmartView for Microsoft Dynamics GP: Series Index

eOne SolutionsSmartView is an add on from eOne Solutions for Microsoft Dynamics GP which provides another way to use SmartLists; it will work with standard SmartList objects as well as those created with SmartList Designer and SmartList Builder.

I have previously done a post explaining who eOne Solutions are, so I’ll not cover that again. I’m quite a big fan of eOne Solutions’ products and have previously blogged about implementing SmartConnect and SmartList Builder.

Over the course of this short series, I will be going through the steps necessary to implement SmartView for Microsoft Dynamics GP.

The index below will update as each post goes live if you are reading directly here (if you’re reading on a syndicated version, you will need to check back to the original post).

Implementing SmartView for Microsoft Dynamics GP
What is SmartView?
Download SmartView
Install SmartView
Configure SmartView
Access SmartView
Download SmartView External
Installing SmartView External
Configure Users for SmartView External
Accessing SmartView External
Review

Updated 21/7/2022 after comment from Nicole Albertson of eOne Solutions

Copy Additional Files for Microsoft Dynamics GP and Integration Manager Installation

Microsoft Dynamics GPWhen installing Microsoft Dynamics GP for clients I’ll often create an installation package to simplify the installation process for a client. However, there are often additional files which need to be deployed to a client, such as Financial Elementz, Security Informer or other additional products or ini files for Integration Manager which contain a default location.

While you can tell the client where the files are and where to copy them to, there is always the risk of them getting it wrong. It’s easier to give them a batch file to double click which will run some command and copy all of the necessary files from their current location to the correct place on the client machine.

In the below example, the first yellow highlighted text on both rows is where the files are stored and the second highlighted text is the destination folder.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (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). */
@echo off xcopy /S /Y "\\fileserver1\Dynamics Central\Installation\Packages\Dynamics GP Additional" "C:\Program Files (x86)\Microsoft Dynamics\GP\" timeout 5 xcopy /S /Y "\\fileserver1\Dynamics Central\Installation\Packages\Integration Manager Additional" "C:\Program Files (x86)\Microsoft Dynamics\Integration Manager 18\" pause

SQL View to Return Accounts Assigned to Inventory Item Classes in Microsoft Dynamics GP

Microsoft Dynamics GPI was writing a report pulling data from the Inventory Control module of Microsoft Dynamics GP the other day and I needed to include the accounts assigned to the Item Classes. I’ve written this query before and, having a need for it again, I decided to create it as a separate SQL view in order to make it more easily reusable.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (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). */
-- drop view if it exists IF OBJECT_ID(N'uv_AZRCRV_ItemClassAccounts', N'V') IS NOT NULL DROP VIEW uv_AZRCRV_ItemClassAccounts GO -- create view CREATE VIEW uv_AZRCRV_ItemClassAccounts AS SELECT ['Item Class Setup'].ITMCLSCD AS 'Item Class Code' ,['Item Class Setup'].ITMCLSDC AS 'Item Class Description' ,['Account Index Master - Inventory'].ACTNUMST AS 'Inventory Account' , ['Account Index Master - Inventory Offset'].ACTNUMST AS 'Inventory Offset Account' , ['Account Index Master - Cost Of Goods Sold'].ACTNUMST AS 'Cost of Goods Sold' , ['Account Index Master - Discounts'].ACTNUMST AS 'Discounts' , ['Account Index Master - Sales'].ACTNUMST AS 'Sales' , ['Account Index Master - Sales Returns'].ACTNUMST AS 'Sales Returns' , ['Account Index Master - In Use'].ACTNUMST AS 'in Use' , ['Account Index Master - In Service'].ACTNUMST AS 'In Service' , ['Account Index Master - Damaged'].ACTNUMST AS 'Damaged' , ['Account Index Master - Variance'].ACTNUMST AS 'Varianves' , ['Account Index Master - Drop Ship'].ACTNUMST AS 'Drop Ship' , ['Account Index Master - Purchase Price Variance'].ACTNUMST AS 'Purchase Price Variance' , ['Account Index Master - Unrealised Purchase Price Variance'].ACTNUMST AS 'Unrealised Purchase Price Variance' , ['Account Index Master - Inventory Returns'].ACTNUMST AS 'Inventory Returns' , ['Account Index Master - Assembly Variance'].ACTNUMST AS 'Assembly Variances' FROM IV40400 AS ['Item Class Setup'] -- Item Class Setup (IV40400) LEFT JOIN GL00105 AS ['Account Index Master - Inventory'] -- Account Index Master (GL00105) ON ['Account Index Master - Inventory'].ACTINDX = ['Item Class Setup'].IVIVINDX LEFT JOIN GL00105 AS ['Account Index Master - Inventory Offset'] ON ['Account Index Master - Inventory Offset'].ACTINDX = ['Item Class Setup'].IVIVOFIX LEFT JOIN GL00105 AS ['Account Index Master - Cost Of Goods Sold'] ON ['Account Index Master - Cost Of Goods Sold'].ACTINDX = ['Item Class Setup'].IVCOGSIX LEFT JOIN GL00105 AS ['Account Index Master - Sales'] ON ['Account Index Master - Sales'].ACTINDX = ['Item Class Setup'].IVSLSIDX LEFT JOIN GL00105 AS ['Account Index Master - Discounts'] ON ['Account Index Master - Discounts'].ACTINDX = ['Item Class Setup'].IVSLDSIX LEFT JOIN GL00105 AS ['Account Index Master - Sales Returns'] ON ['Account Index Master - Sales Returns'].ACTINDX = ['Item Class Setup'].IVSLRNIX LEFT JOIN GL00105 AS ['Account Index Master - In Use'] ON ['Account Index Master - In Use'].ACTINDX = ['Item Class Setup'].IVINUSIX LEFT JOIN GL00105 AS ['Account Index Master - In Service'] ON ['Account Index Master - In Service'].ACTINDX = ['Item Class Setup'].IVINSVIX LEFT JOIN GL00105 AS ['Account Index Master - Damaged'] ON ['Account Index Master - Damaged'].ACTINDX = ['Item Class Setup'].IVDMGIDX LEFT JOIN GL00105 AS ['Account Index Master - Variance'] ON ['Account Index Master - Variance'].ACTINDX = ['Item Class Setup'].IVVARIDX LEFT JOIN GL00105 AS ['Account Index Master - Drop Ship'] ON ['Account Index Master - Drop Ship'].ACTINDX = ['Item Class Setup'].DPSHPIDX LEFT JOIN GL00105 AS ['Account Index Master - Purchase Price Variance'] ON ['Account Index Master - Purchase Price Variance'].ACTINDX = ['Item Class Setup'].PURPVIDX LEFT JOIN GL00105 AS ['Account Index Master - Unrealised Purchase Price Variance'] ON ['Account Index Master - Unrealised Purchase Price Variance'].ACTINDX = ['Item Class Setup'].UPPVIDX LEFT JOIN GL00105 AS ['Account Index Master - Inventory Returns'] ON ['Account Index Master - Inventory Returns'].ACTINDX = ['Item Class Setup'].IVRETIDX LEFT JOIN GL00105 AS ['Account Index Master - Assembly Variance'] ON ['Account Index Master - Assembly Variance'].ACTINDX = ['Item Class Setup'].ASMVRIDX GO GRANT SELECT ON uv_AZRCRV_ItemClassAccounts TO DYNGRP GO

“Unable to obtain the next FAINDEX” Error When Integrating Data into Microsoft Dynamics GP

Microsoft Dynamics GPWhen doing some work with a client recently, they reported an error in SmartConnect when trying to import new assets into Microsoft Dynamics GP.

This integration had been in use for a while and was known to work; it was was only being encountered in a newly created company.

The error they were receiving was very brief:

SmartConnect error

Unable to obtain the next FAINDEX

A quick search revealed a Microsoft Docs article covering this issue. As no assets have yet been created, the next number hasn’t yet been initiated so integrations can’t get the next FAINDEX. The solution is to manually create the first asset in Dynamics GP, after which the integration should run successfully.

However, the first time we tried the integration after manually creating an asset, we received another error:

SmartConnect error

Unable to obtain the next Financial Index

The solution to this was also quite simple; on the manually created asset, manually add the Book information.

Once a single asset was created and had it’s book information added, the integration was then able to run successfully.

Import Custom Company Colours into Security Informer Module for Microsoft Dynamics GP

ISC Software SolutionsThis post is part of the GP Elementz from ISC Software series.

One of the available modules in the GP Elementz is the Color Changer. This allows you to change the colour of certain elements of the Microsoft Dynamics GP client such as the windows background. Out-of-the-box the available colours are quite strong and I was asked by a client if we could add some softer colours.

In order to get them the colours quickly, I had a look around online for some pastel colours and found a reasonable palette which I worked out the RGB values for. Those colours are embedded in the below script which, when run against the system database, will insert them into the ELZ_COLD table for use in the Color Changer tool.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (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). */
INSERT INTO ELZ_COLD ( ELZ_Definition_ID ,DSCRIPTN ,ELZ_Red_Paint ,ELZ_Green_Paint ,ELZ_Blue_Paint ,ELZ_Colour_Value ) VALUES ('Azure*','Azure','0','124','255','31999') ,('Turquoise*','Turquoise','172','233','221','11332061') ,('Emerald*','Emerald','181','239','206','11923406') ,('Peter River*','Peter River','183','220','244','12049652') ,('Amethyst*','Amethyst','221','198','231','14534375') ,('Wet Asphalt*','Wet Asphalt','185','192','201','12173513') ,('Green Sea*','Green Sea','173','222','212','11394772') ,('Nephritis*','Nephritis','180','228','201','11855049') ,('Belize Hole*','Belize Hole','181','212','233','11916521') ,('Wisteria*','Wisteria','219','189','229','14400997') ,('Midnight Blue*','Midnight Blue','181','189','196','11910596') ,('Sun Flower*','Sun Flower','251','235','165','16509861') ,('Carrot*','Carrot','246','211','175','16176047') ,('Alizarin*','Alizarin','248','195','185','16303033') ,('Clouds*','Clouds','250','252','252','16448764') ,('Concrete*','Concrete','219','226','226','14410466') ,('Orange*','Orange','253','221','170','16637354') ,('Pumpkin*','Pumpkin','240','195','163','15778723') ,('Pomegranate*','Pomegranate','235','186','180','15448756') ,('Silver*','Silver','232','234','236','15264492') ,('Asbestos*','Asbestos','211','217','217','13883865') GO

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 Transaction import
Features of Financial Elementz from ISC Software: Create Receivables Transaction Import [Video]
Features of Financial Elementz from ISC Software: Run Receivables Transaction import
Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]
Import Custom Company Colours into Security Informer Module for Microsoft Dynamics GP

New Book on Microsoft Dynamics GP Workflow Now Available

Microsoft Dynamics GPMy tenth book is now available to buy in eBook format from azurecurve Publishing, paperback and Kindle versions from Amazon US and UK.

This is a new update to the Workflow book I’ve written three prior editions over the last few years. This edition has had some chapters and sections have been rewritten to either expand or make clearer the topics being covered. It also covers the creation and use of an AD authorisation store for security settings as required for securing the web services with TLS 1.0 and 1.1 disabled.

eBook Paperback
azurecurve Amazon US Amazon UK

Continue reading “New Book on Microsoft Dynamics GP Workflow Now Available”

Microsoft Dynamics GP VBA Showing as Locked

Microsoft Dynamics GPI was asked to help a customer with a new Microsoft Dynamics GP client installation as they were encountering some issues with some old VBA customisations. Hearing it was a new server, I wondered if the problem was that they had used Windows Server 2019, on which VBA customisations will not work and will actually cause Dynamics GP to crash immediately.

However, when I delved into the issue with them we found that the VBA customisations were showing as locked in the Customisation Maintenance window ((Microsoft Dynamics GP menu » Tools » Customise » Customisation Maintenance)):

Customisation Maintenance windows showing locked VBA

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Microsoft Dynamics GP Table Reference Wesbite Updated to Fall 2021 Release

Microsoft Dynamics GPI’ve just updated the Microsoft Dynamics GP Table Reference site to the Fall 2021 Release. Any of the new tables or columns introduced from the version it was (2018 RTM) to 2021 will now be present. If you do notice any omissions or issues, please do get in touch with details and I’ll see about a resolution.

As always, if you need version specific tables for Dynamics GP this is available in the GP Power Tools module available from Winthrop DC.

Enable the Windows Distributed Transaction Coordinator

Windows ServerOne of the line of business applications used by a few clients performs updates to both it’s own database and also the Microsoft Dynamics GP database. It does this using code in SQL stored procedures which use transaction boundaries.

As the updates are between SQL servers, it does this using BEGIN DISTRIBUTED TRANSACTION rather than the usual BEGIN TRANSACTION; updates of this sort are, as stated in the name, distributed and required the Distributed Transaction Coordinator (DTC) Windows component to be enabled, which it is not by default, on both servers.

However, enabling DTC is straightforward and quick to do. Launch Component Services and expand the nodes (Computers » My Computer » Distributed Transaction Coordinator) and right click on Local DTC; select Properties:

Component Services window

Continue reading “Enable the Windows Distributed Transaction Coordinator”