Hands On With the GP Power Tools – Administrator Tools: Company Login Filter

October 18th, 2017 by Ian Grieve

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Company Login Filter window (GP Power Tools area page >> Setup >> Company Login Filter) is used to set up filtering of the companies available in the Company Login window for a user depending on the instance of the application environment currently being used. This is useful functionality as, on a system with different customization dictionaries or different custom forms and reports for different companies, you can ensure that the correct companies can only be used with the appropriate application client.

This is a scenario used by a number of my clients, so I was interested in doing some testing of this function. The way we’ve dealt with it in the past it to giev the client two shortcuts, looking at different launch files.

There is two ways of configuring this tool, but I am only looking at one of them. I have a single Dex.ini file and two launch files in the application folder; the default DYNAMICS.SET and a DYNAMICS-UK.SET which is pointing at different report and forms locations.

To configure the company login filters, launch the window and enter a Profile ID and Profile Name.

The left scrolling window will populate with the profile ID and a branch for Default Filter when no Path matched. Select this and then mark one (or more) of the companies listed in the right window:

Company Login Filter - select companies for no filters.

Next, I need to select the second of my launch files. Do this by clicking on the blue bar containing the text Add Launch File Path or … and then on the popup context menu click on Select Launch File Path:

Company Login Filter - select new launch file path.

In the Select a launch file to open dialog, navigate to the launch file you require, select it and click Open:

Company Login Filter

With the new launch file selected in the left scrolling window, mark the cokpany (or companies) it should be used with in the right scrolling window:

Company Login Filter - set companies for new launch file path.

Once all launch files and companies have been selected, the final step is to make the profile active. This is done by marking the Enable current Profile on this workstation checkbox and click Save:

Company Login Filter

The setting for this is stored within the Dex.ini file on the computer on whcih the profile was created. The following line is added to the Dex.ini file:

MBS_Debug_CompanyFilter=DEFAULT

This setting needs to be rolled out to all other clients on the system, but GPPT has a function to easily allow this, and which I have already blogged about. Settings in the Dex.ini file can easily be rolled out using the Dex.ini Configuration function.

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MS Connect Suggestion: Bring Letter Writing Assistant Up To Date and Allow Emailing

October 17th, 2017 by Ian Grieve

Microsoft Dynamics GPBelinda Allen brought my attention to a suggestion on MS Connect asking that the Letter Writing Assistant be updated to allow debtors and creditors (customers and vendors to my US readers) be emailed directly from the Letter Writing Assistant based on the email address on the Primary Address.

I think this would be a very good feature to add. I’m sometimes reluctant to show people the Letter Writing Assistant due to having to print the letters rather than emailing them. I often end up showing them how to export a SmartList and use Word to mail merge and email the letters instead, but having the feature included would be far better.

Please vote for this suggestion here so we can get Microsoft to include this update.

Read original post MS Connect Suggestion: Bring Letter Writing Assistant Up To Date and Allow Emailing at azurecurve|Ramblings of a Dynamics GP Consultant

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Source: azurecurve

Hands On With the GP Power Tools – Administrator Tools: Dictionary Control

October 17th, 2017 by Ian Grieve

Winthrop DCThis post is part of the Hands On With the GP Power Tools (GPPT) – Administrator Tools series in which I am taking a hands on look at the various tools offered by GPPT.

The Dictionary Control (GP Power Tools area page >> Setup >> Dictionary Control) window is useful for troubleshooting issues with third party products as you can effectively remove the dictionaries one-by-one until the problem has been identified.

All of the loaded products are listed in the scrolling window:

Dictionary Control

The Trigger Status can be set to Disabled or Disable after Login which will disable to Dexterity triggers.

The Alternative/Modified Status can be used to disable alternative or modified reports; and again there is an option to do this after Login.

The above settings can be changed en masse using the fields at the bottom of the scrolling window.

It is important to note, that these changes take effect for all users who log in on the client for which these settings were changed. However, this is only true when the option is set to disabled. If an option is set to Disable after Login, the Users button at the top right of the scrolling window is enabled which allows the settings to be enabled for specific users for the selected Product:

Disabled After Login for Users

This is very useful functionality as it allows an admin to change the settings only for themselves when troubleshooting; this is a large improvement over the manual removal of lines from the launch file.

The buttons to the right of the scrolling window can be used to change the order of the products as well as remove them; these changes do change the launch file so should be used with care, although a backup is made. The ability to reorder the launch file can be useful as the order of the products has the potential to cause problems if triggers are conflicting; reordering the products can prevent these conflicts.

Changing the order of the products, or removing a product, requires Microsoft Dynamics GP to be restarted to take effect.

The final two options in the window allow you to disable Visual Basic for Applications (VBA) and Visual Studio Tools (VST); there is an option to only disable it for the next login which is a useful addition as it means you can disable it, quickly log back in, and then any others users who log in will get normal functionality.

Click to show/hide the Hands On With the GP Power Tools - Administrator Tools Series Index

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Source: azurecurve