Implementing Enhanced Notes: Configure Security

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

When Enhanced Notes is deployed to a company, there are two security roles created:

  1. ENHANCED NOTES – which gives users access ton the Enhanced Notes instead of the standard Dynamics GP Notes window.
  2. ENHANCED NOTES SETUP – which allows users to change the configuration of the Enhanced Notes module.

All non-POWERUSER* users are automatically assigned the Enhanced Notes security role when it is installed, but future users will need to be assigned it via User Security Setup (Adminstration » Setup » System » User Security):

User Security Setup

Any user other than a POWERUSER* will need to be assigned the Enhanced Notes Setup role.

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.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]

Implementing Enhanced Notes: Download and Register for a Free Trial

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Enhanced Notes is available for download from the GP Elementz website; as I am installing this on my demo company, I will register for a free trial:

GP Elemtnz Enhanced Notes product page with Free Trial button

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Implementing Enhanced Notes: What are the Differences Between Standard Notes and Enhanced Notes?

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

In the last post, I took a look at what the Enhanced Notes module was. The table below shows the similarities and differences in the functionality offered by standard Microsoft Dynamics GP notes and the GP Elementz Enhanced Notes.

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Implementing Enhanced Notes: What is Enhanced Notes?

GP Elementz Enhanced NotesThis post is part of a series on Implementing Enhanced Notes from ISC Software Solutions.

Enhanced Notes is one of the GP Elementz available from ISC Software Solutions.

The Enhanced Notes module is a Dexterity customisation which is installed on every Microsoft Dynamics client which replaces the standard notes window in all areas of Dynamics GP.

Instead of a single notes page, Enhanced Notes allows discrete notes to be created:

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Implementing Enhanced Notes: Series Index

GP Elementz Enhanced NotesISC Software Solutions, the company I work for has, over time, developed a number of add-ons for Microsoft Dynamics GP. The first one of these add-ons I’m going to take a look at is the Enhanced Notes.

Over the course of this series, the index below will automatically update to show new posts as they go-live (unless you’re viewing this via a syndication feed, when you’ll need to check back to the original post).

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Making Tax Digital Now Available in Dynamics GP 2016 and 2018

Microsoft Dynamics GPMicrosoft’s Jodi Christiansen has, on the Inside Microsoft Dynamics GP blog, announced the release of the January hotfix which includes the Making Tax Digital (MTD) updates required for VAT submissions to HMRC from April.

The Microsoft Docs site has been updated with setup instructions; I need to get it downloaded and installed to confirm the functionality, as all of the setup is around the VAT 100 and not VAT Daybook. Clients with more complex VAT often need VAT Daybook which allows them to define which tax codes appear in which boxes on the VAT Return. We’ve previously been assured by Microsoft that the MTD update would include both VAT 100 and VAT Daybook so I need to check that this is in fact the case.

The hotfix can be downloaded from CustomerSource (login required):

  1. Microsoft Dynamics GP 2016 lock
  2. Microsoft Dynamics GP 2018 lock

The MTD changes are only available for Microsoft Dynamics GP 2016 and 2018; applying the hotfix will update you to the latest version of the R2 release of these versions. If you’re on a prior version you will need to either upgrade to 2016 or 2018 or source an alternative way of submitting to MTD, such as ISC Software’s Making Tax Digital add-in.

What Are The GP Elementz Portals?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

The ISV offering from ISC Software includes the GP Elementz add-ons for Microsoft Dynamics GP as well as a set of web portals:

  • ​​CustomerHQProvide your customers secure access to their Dynamics GP receivables account data such as invoices, statements and transaction reports.
  • SalesHQProvide sales teams with the ability to generate quotes, enter orders and invoices and view transactions, from any location via the internet.
  • PurchaseHQExtend your Dynamics GP system and allow purchasing users to manage purchasing from anywhere, via any device all in real-time. Includes integration with Microsoft Dynamics GP’s Document Attachment and Workflow module for approvals.

Key features of all of the web portals include:

  • Access data from anywhere and on any device.​
  • Safe and secure portals using Microsoft Azure.​​​
  • Fast and simple set up​​.
  • The user interface make the portals easy to use​.
  • Your portal can be branded with your own logo and background image.​

All portals are easy to setup and requires no technical skills or additional software or hardware. It is stored securely on Microsoft Azure and data remains in your Dynamics GP system (none is stored on Azure). It uses responsive design so it can be used on any device including cellphones and tablets.

Continue reading “What Are The GP Elementz Portals?”

What Are The GP Elementz?

ISC Software SolutionsAs I mentioned in a previous post, I have joined ISC Software Solutions, a UK headquartered Microsoft Dynamics GP VAR (Value Added Reseller) and ISV (Independent Software Vendor) with an office in Ireland.

Over time, ISC Software have created a number of customisations for clients which have been made more widely available to customers as the GP Elementz; if you’re an ISC Software support customer, then you have access to the GP Elementz add-ons free of charge.

There are a few add-ons available as GP Elementz:

  • Enhanced Notes​ – Extends and secures standard notes by allowing multiple separate notes to be recorded against records. Includes user alerts, categorization and audit functionality.
  • Distribution ​Elementz – ​A collection of windows & reports that extend Dynamics GP SOP, POP and inventory functions.
  • Financial Elementz – A collection of windows and reports that enhance standard financial Dynamics GP function.
  • Invoice Transformer – Consolidate or ‘mirror’ SOP invoices. Transfer item lines between SOP invoices.
  • ​Security ​Informer – Provides on-screen messages stating details of which window or report access is denied.

Over time, I am going to take a detailed look into these add-ons in my usual way (installation and then a hands on and review), so keep an eye out for those posts. More details on them all can be found on the GP Elementz website or you can use the enquiry form below to get in touch.

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.
[contact-form-7 id=”1054434″ title=”ISC Enquiry”]