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Create a refreshable Excel report based on a SQL Server stored procedure

A long awaited new feature is being released today for our GP Reports Viewer – Excel reports. What I think is truly amazing about this new feature is the fact that you can set up an Excel report based on a stored procedure to allow users to enter parameters and also to improve performance of your reports. …

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Create a refreshable Excel report based on a SQL Server stored procedure

November 24, 2014 · Victoria Yudin · No Comments
Tags: , , , , , , ,  · Posted in: Blogs I Follow Total Views: 94

Updating the WinthropDC logo | David Musgrave's Winthrop …

Updating the WinthropDC logo. David Meego – Click for blog homepage Before I worked for … here for a history of Microsoft logos and Windows logos. This article was originally posted on http://www.winthropdc.com/blog.

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Updating the WinthropDC logo | David Musgrave's Winthrop …

November 4, 2014 · WinthropDC · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 41

Everything You Need to Know to Close Dynamics GP – Blog …

855-559-6637. Info@VerticalSol.com · Resource Library · Events · Careers · Blog · Help Desk · Home · About · Services · Technology · Industries · Training. Contact Us. Get our RSS feed!

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Everything You Need to Know to Close Dynamics GP – Blog …

December 17, 2013 · tfeatheringham@verticalsol.com · No Comments
Tags: , , , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 65

Join eOne at the GPUG Summit in Tampa

We are only a few days away from heading on down to Tampa for the GPUG and CRMUG Summits. The question is: WILL YOU BE THERE? If your answer was yes – that’s awesome! We are looking forward to connecting with you! We’d love to have you attend our sessions:

1. Extender Training: Join Nicole all day on Monday, October 21st for Extender training and become an expert. Email sales@eonesolutions.com for details.

2. What are the Builders?: Confused by which builder is which? Learn what they are and when to use them! Wed, October 23rd at 10 am.

3. Excel Report Builder – Your Miracle Tool: We use ERB every single day in our business for our sales reporting. Find out how ERB can be the best reporting tool for you out there. Wed, October 23rd at 2 pm & Friday, October 25th at 11 am

4. Making GP Your Super ERP: This is session will be unlike any you’ve heard from us before. We will tell you how we make GP our internal Super ERP and share how we use all of our products to make our business run efficiently. Thursday, October 24th at 9:30 am

5. Extender & What it Means to You: Extender gives you the power to make GP do what you want. Find out more by joining us at our session. Thursday, October 24th at 2:30 pm

6. Going Deep with SmartList Builder: Over 13,000 GP customers use SmartList Builder for their reporting needs. Whether you own it or want to, this is a session that you’ll want to join to go deep with SLB. Thursday, October 24th at 4 pm

7. Excel Report Builder/SmartList Builder Panel: Want to hear about using ERB and SLB in real life? Come to the panel discussion and hear stories of using ERB/SLB in every day life. Friday, October 25th at 2 pm

Beyond the sessions, you can find Martin, Nicole, Chris Dew and myself at the eOne booth (#218) during expo hours. We’d love to give you a product demo, discuss your project and generally catch up with you!

If you’d prefer to have a sit down meeting over coffee, lunch, or dinner – we do have a few slots still open. Let me know (email abbey.cooper@eonesolutions.com) and we’ll set up a time to meet.

Again, we really look forward to seeing you!

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Join eOne at the GPUG Summit in Tampa

October 18, 2013 · Abbey · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 138

Introducing eOne’s newest team members

eOne is growing, growing, growing and we’d like to introduce you to our two newest team members:

Alicia Bement


Alicia joins us as the Business Manager of our Fargo office – focusing on internal processes, accounting, and HR. As partners and customers, you’ll still get to spend plenty of time interacting with her through the invoicing process and your internal account queries.

After graduating from NDSU with a degree in Business Administration, Alicia worked in the dental industry for 6 years and most recently as the Business Manager for her local church. Alicia brings a great toolset to eOne and we are excited to have her as part of the team.

In her spare time, Alicia loves doing anything outdoors with her two children and husband and, as a former NDSU sprinter, loves to get out and run!

Please join us in welcoming Alicia to the team! Drop her a line at alicia.bement@eonesolutions.com when you have a moment.

Jared Dux

Jared is part of our Quality Assurance team in the Fargo office. He will work very closely with our development team to test and ensure we are releasing the best possible product builds.

A grad of Minnesota State University Moorhead, Jared brings a great set of skills to the eOne team – as he’s spent time as a multimedia designer, web designer focused on email marketing and has worked for the US Post Office.

As you may have guessed, Jared is passionate about fishing – with a main focus on the catch and release of musky. He’s also passionate about motocross and his 2 “kids” – miniature Pinschers.

Please welcome Jared to the team! Drop him a line at jared.dux@eonesolutions.com.

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Introducing eOne’s newest team members

October 16, 2013 · Abbey · No Comments
Tags: , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 135

Updated: SmartList Design Feature from Microsoft vs SmartList Builder

I have taken some more time to review the SmartList Designer feature release in Microsoft Dynamics GP 2013 SP2 and wanted to compile all my information together for you.  I have noted any big changes to my list in red for you to easily find.

While it is a nice addition to SmartList from Microsoft and features such as the Results preview and the ability to create new SmartLists based on the default SmartLists, it is still missing a lot of features that SmartList Builder has already.

Here is a list of features I found that SmartList Designer DOES NOT give you that SmartList Builder DOES.

· Summary:  It does not have an option to create a Summary SmartList so I can see a quick overview of the data and drill down into the detail if I need.

· Multicompany:  There is no option to pull data from multiple companies into one SmartList.

· Re-order Columns:  While you can go into the SmartList Options window to change the order of columns, it doesn’t allow you to reorder the columns as you want when you are building the SmartList.

· GoTos: There is no option to add GoTos so that you can drill down to the Microsoft Dynamics GP windows directly from SmartList.

· Import/Export:  I cannot setup the SmartLists on my development environment and get them exactly how I want and then import them into my live system.  They would have to be setup again from scratch.

· Extender:  There is no option to add in my Extender resources.  I would have to use Extender Views to get the data into the SmartList.

· SQL Objects:  It can only add SQL Views from the company database that I am logged into and the system database.  It doesn’t allow you to pull in tables from the company and system databases or anything from other databases you have on your SQL Server.  In saying this, it also gives the users automatic access to the SQL Views in the databases.  There isn’t a way to control the access to the views other than changing permissions in SQL.

· Restrictions:  They exist in the Designer, but they are limited compared to those with SmartList Builder and they cannot applied to specific users.

· Matched Tables:  There is not an option to match tables between work, open, and history, unless that is what the cross join option is designed to do.  I cannot get it to function in that manner though.

· Column Display:  It doesn’t give me the option to specify which columns I want to have available to use if I need and which ones to display by default.  I can only pick the ones to display by default.

· Account Indexes and Note Indexes:  If you modify an existing SmartList, it will display the Account Index as an Account Number for you.  If you create your own though, you cannot display the Account Number instead of the Account Index.  The same goes for the Note Index.

· Formatting:  There really isn’t any sort of formatting you can do to the fields.  You cannot select the number of decimals, the display of currency symbols, define lists that aren’t defined, or create masks for strings.  You also cannot format the dates to remove the 1/1/1900 dates.

· Security:  While I can lock down security to SmartList and the designer window in general, there is not individual security to what a user can do in the Designer.  They either get it or they don’t. This means that everyone who gets it will automatically have access to preview the SmartLists they build and be able to see any data, especially payroll, in the system.  They don’t have to have access to the actual SmartLists to view the data.

· Excel Report Builder/Navigation List Builder/Drill Down Builder:  SmartList Designer doesn’t have any answer for building your own Excel Reports, Navigation Lists, or creating Drill Downs to GP.

· SmartView:  SmartList Builder currently allows you to easily use your newly created SmartLists in SmartView as well as SmartList.

· Display and default fields:  SmartList Builder allows you to create flexible SmartLists with fields that can be selected either by default or by the user.  SmartList Designer only allows you to add a limited number of fields that are always selected by default.

 

With all that being said, SmartList Designer does do a few things that SmartList Builder doesn’t.  I mentioned earlier that it has a Results option and does allow you to create a new SmartList from the default SmartLists. 

Now that SmartList Builder is coming back home to eOne, (click here for message) we can include some features that should make everyone happy.  Here is a couple of things we plan to add:

1.    A preview feature so that you can see the data in SmartList Builder without having to go to SmartList each time to view it.  The plan is to add this to SmartList Builder, Excel Report Builder, and Navigation List Builder, but make sure that there is security around it so that it can be restricted so users cannot view data they shouldn’t be able too.

2.    Ability to modify the Dynamics GP SmartLists without having to import the setups that are available from Microsoft or eOne. You will be able to add new fields and calculations, hide unused fields, add new GoTos and add fixed restrictions (along with all of the other features in SmartList Builder) to the standard Dynamics GP SmartLists, including all SmartLists from Field Service, Project Accounting, Analytical Accounting, Manufacturing, Fixed Assets and Human Resources.

3.    A Table Finder feature to help with finding the tables that you are looking for when building a new SmartList.

4.    And of course, we will have the ability to modify the SmartLists that have been built in SmartList Designer.
Look for more information on these and other features to come in future blogs from eOne.

 

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Updated: SmartList Design Feature from Microsoft vs SmartList Builder

October 11, 2013 · Nicole Albertson · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 303

Attention: Our website & email will be down this weekend!

Attention eOne Partners –

This weekend, beginning Friday, Sept. 20th at 5 pm CST until Sunday, Sept. 22nd at 5 pm CST, eOne’s website and email will be down due to scheduled system updates.
 
If you have scheduled installs or plan to work at a customer site over the weekend, we highly encourage you to download the builds and reg keys you need by tomorrow at 5 pm CST.
 
If you have any questions or concerns regarding our website or email, please feel free to reach out to us (before Friday at 5 pm) at sales@eonesolutions.com.

Thank you and have a wonderful weekend!

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Attention: Our website & email will be down this weekend!

September 19, 2013 · Abbey · No Comments
Tags: , , , , , , , , ,  · Posted in: Blogs I Follow Total Views: 103