GP Transaction Search v2: Customising the Configuration

July 13th, 2018 by Ian Grieve

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

GP Transaction Search is usable as soon as it has been installed, but can be customised in two ways by amending the GP.TransactionSearch.dll.config which is in the addins folder.

Firstly, you can change the SearchAsYouType valuer from True to False; I’d recommend this change for large datasets or where speed issues are detected:

GP.TransactionSearch.dll.config

Secondly, you can amend the PMVendorLabel and RMCustomerLabel parameters. This will change the label on the screen; this is very useful (and was a change I requested) as Microsoft Dynamics GP in the UK is language packed to change Vendor to Creditor and Customer to Debtor.

If you change the labels in the config file, you must also change the stored procedures which drive the window. To do this open the stored procedures in SQL Server Management Studio.

In each stored procedure, the VendorID or CustomerID, depending on series, is returned as a row; this is easily identifiable as it has a line of text after it starting –This field value must be named with the PMVeendor Label… (or RMCustomerLabel:

SSMS change stored procedure

Change the alias and execute the stored procedure and GP Transaction Search windows will up updated:

RM Transaction Search

Click to show/hide the GP Transaction Search v2 Series Index

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GP Transaction Search v2: Downloading and Installing

July 12th, 2018 by Ian Grieve

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

Now that the prerequisites are installed we can download and install the addin. GP Transaction Search can be downloaded from Precipio Services:

Precipio Services

Extract the files from the downloaded zip; there are four versions of the addin in the download. Open the relevant versions folder and copy the three files into the addins folder in the Microsoft Dynamics GP installation folder:

Microsoft Dynamics GP installation folder

Version 2 of GP Transaction Search includes three search windows; there is a stored procedure for each of the windows in the downloaded zip. This stored procedure is called to return the data:

Windows Explorer showing stored procedure

Run each of these stored procedures against all of the companies using SQL Server Management Studio.

Click to show/hide the GP Transaction Search v2 Series Index

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Source: azurecurve

GP Transaction Search v2: Installing the Prerequisites

July 11th, 2018 by Ian Grieve

Precipio ServicesThis post is part of the series on installing and configuring version 2 of this free GP Transaction Search addin from Steve Endow of Precipio Services.

In version 2 there is a new prerequisite; the Visual Studio Integration Toolkit (VSIT) from Winthrop DC. In version 1, the GP Transaction Search window replaced the Transaction by Document window; in this version, VSIT has been used to allow the GP Transaction Search windows have their own menus.

VSIT is a separate download; there is a download for each version of Microsoft Dynamics GP going back to 2010. Select the correct version and download the file:

http://www.winthropdc.com/products_VSIT.htm#Downloads

Once the file has been downloaded, it needs to be installed on each client machine. To install VSIT, run the installer and click Next:

Visual Studio Integration Tookit

Accept the terms of the License Agreement and click Next:

Visual Studio Integration Tookit - License Agreement

Confirm the destination folder to be used (the installer will default to the standard installation folder of Microsoft Dynamics GP) and click Next:

Visual Studio Integration Tookit - Destination Folder for Visual Studio Integration Toolkit

Re3view the installtion selections and click Next:

Visual Studio Integration Tookit - Ready to Install

Once the installation has finished, click Finish:

Visual Studio Integration Tookit - Visual Studio Integrating Toolkit installation is complete

Launch Microsoft Dynamics GP and, when prompted, click Yes to open the registration window:

VSIT registration prompt

The About Visual Studio Integrating Toolkit window will open; click the Registration button on the action pane:

About Visual Studio Integrating Toolkit

The Visual Studio Integrating Toolkit Registration Contact Details window will open; review the settings and mark the Privacy Policy checkbox and then click OK:

Visual Studio Integrating Toolkit Registration Contact Details

You will be prompted to update the registration keys; click Yes:

Microsoft Dynamics GP - Would you like to update keys from the registration server now?

A confirmation dialog will be displayed when the keys have updated:

Microsoft Dynamics GP - Product keys have been successfully retrieved based on your subscriptions.

The Visual Studio Integrating Toolkit Registration window will be displayed. Click OK to close the window:

Visual Studio Integrating Toolkit Registration

Click to show/hide the GP Transaction Search v2 Series Index

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Source: azurecurve