Tag: ISC Software

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Enhanced Notes are, like all Microsoft Dynamics GP data, stored within the company database. This means that they are availa le for reporitng using any of the reporting tools available with Microsoft Dynamics GP.

The standard notes are held in Record Notes Master (SY03900); when Enhanced Notes is installed, this table holds the most recent note entered while the previous notes are in the EN_Notes_Extension (EN_NTEX) table which is part of the Enhanced Notes product:

Continue reading “Features of Enhanced Notes from ISC Software: Available for reporting”

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a post on assigning tasks and am accompanying it with this video version of that post.

You can watch the GP Elementz – Enhanced Notes – Assign Tasks video:

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Enhanced Notes allows Microsoft Dynamics GP tasks to be created and assigned to users with a due date. This means you can enter a note containing an action, perhaps chasing a customer about payment of invoices, and assign that action to another user of Dynamics GP.

To create a task, notes are entered as normal, but then the Assign Task to checkbox is marked and a user selected from the list; to set a due date, mark the Use Due date checkbox and set a date:

Continue reading “Features of Enhanced Notes from ISC Software: Assign tasks”

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a post on categories and subcategories and am accompanying it with this video version of that post.

You can watch the GP Elementz – Enhanced Notes – Categories/Subcategories video:

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Enhanced Notes provides the ability to categorise and subcategorise notes. The setup of the categories is performed through the Enhanced Notes Setup window (Adinistration area page » Setup » Company » Enhanced Notes » Setup Enhanced Notes) by entering the categories in the scrolling window:

Continue reading “Features of Enhanced Notes from ISC Software: Categories/Subcategories”

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a post on individual notes and am accompanying it with this video version of that post.

You can watch the GP Elementz – Enhanced Notes – Individual Notes video:

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

The key feature of Enhanced Notes is the ability to create multiple individual notes. This allows easy and clear visibility of notes entered against a transaction, card or window.

The example below shows several notes which have been entered against a sales invoice; using the standard notes functionality of Microsoft Dynamics GP, these notes would be one monolithic entry in the yellow notes field, but with Enhanced Notes they are stored separately, each with a date and time stamp:

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a Introduction to Enhanced Notes and am accompanying it with this video version of that post.

You can watch the GP Elementz – Enhanced Notes – Introduction to Enhanced Notes video on YouTube:

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Enhanced Notes extends the standard Microsoft Dynamics GP notes functionality by allowing multiple separate notes to be recorded against records or windows. The main functionality of Enhanced Notes is:

• Enhanced Notes are available on transaction, record and window notes.
• Multiple notes can be created for each transaction, record or window note (stamped with user, time and date.
• Each note can be emailed to multiple recipients and/or groups.
• Tasks can be associated with a note, assigned to another Dynamics user or User role and given a due date.
• Retains all features of current notes including Document Attachment (and for older versions the OLE container).
• Existing notes entered before Enhanced Notes was installed are retained.
• Notes can be categorised and sub-categorised for selective viewing.
• Any individual note is not editable (unless enabled by an administrator); changes are entered as a separate note, thus retaining an accurate history.
• A users ability to delete notes is individually enabled.
• A full print of the notes is available.
• Can be selectively enabled for individual companies.
• Notes attached to Quotes are automatically attached to Orders when the Transfer to Order function is used.

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Over the course of this series, the index, below, will automatically update with the new posts as they go live (unless you’re reading a syndicated version of this post in which case check back here).

Features of Enhanced Notes from ISC Software
Introduction to Enhanced Notes
Introduction to Enhanced Notes [Video]
Individual notes
Individual notes [Video]
Categories/Subcategories
Categories/Subcategories [Video]
Assign tasks
Assign tasks [Video]
Available for reporting
Available for reporting [Video]
Free Trial
Free Trial [Video]