TOTAL TIME: Prep/Total Time: 15 min.YIELD: 1-3/4 cups.

Ingredients 

1/2 cup each cubed cantaloupe, honeydew and seedless watermelon
1/4 cup chopped red onion
1 jalapeno pepper, seeded and chopped
2 tablespoons minced fresh cilantro
1 tablespoon lime juice
1/4 teaspoon pepper
1/8 teaspoon salt
Tortilla chips

Directions 
1. In a small bowl, combine the melon, onion, jalapeno, cilantro, lime juice, pepper and salt. Serve with chips. Refrigerate leftovers.

Source: https://www.tasteofhome.com/recipes/summer-melon-salsa/

During a recent Deep Dive webinar, we dug into new functionality for the User Lockout feature in the Dynamics GP Toolbox, walked through how to setup email notifications on specific and individual changes using Auditor, and stepped through how to look up Intercompany GL Accounts in SmartFill.  If you missed it, give it a watch right here, or keep reading!

Dynamics GP Toolbox

Our Dynamics GP Toolbox product is a compilation of 27 tools to help make your work simpler & easier®. Recently we made a change to an existing tool called User Lockout.  It allows you to lock out a user in GP after they have made a specific number of unsuccessful attempts to log in.  That specific number was hard coded to three attempts in past versions, but the change allows you to set the number of incorrect login attempts.  You can choose a number from 1-9.  For example, if you set it to the number 2, and your user tries to log into GP, but types their password incorrectly, they will get one more chance to try it before receiving this message:

The message above indicates they have tried their password more than the maximum number of attempts you have allowed.  While GP allows the user to keep launching GP and trying passwords, User Lockout requires the administrator to unlock the user once this message is received.

One note to remember, if you disable the User Lockout tool, and have users who are currently locked out, you will receive this warning message:

This explains that the user who is locked out will have access again once you disable this tool.

Auditor

Auditor is very useful for many reasons including preventing fraud, knowing when a change is made and why, and using the e-Sign Signatures feature to prevent users from making a change without approval from an E-Sign Administrator.

One of the best things about Auditor are the notifications. Especially the ability to email the notification. To do this, you need to make a change in two different places within Auditor.

  1. Auditor System Settings – here you see all the users you have setup within Microsoft Dynamics GP.  In this window, for those users marked as Auditor Administrators, mark the ‘email’ checkbox under the Audit Notify Options column, then click the line expansion (blue arrows) to allow you to enter the appropriate email addresses. The users marked to email receive an email notification when an audit is captured for those audits you marked to notify.
  2. Mark Audit to notify – go to the Audit itself and mark the specific field where you would like to receive an email notification when a change is made.  For my example, we will use a Table Audit.  The steps to make this change are:
    • Click Microsoft Dynamics GP | Tools | Setup | Auditor | Audit Groups, then select the Audit Group that contains the table audit where you are adding an email notification.
    • Highlight the table audit and click Edit to open the Auditor Table Maintenance window.
    • In the field list, highlight the field where you want to add the email notification, and click Field Options (the radio button in the blue section above the Options column). Keep in mind this setting will apply to this field only.
    • Under the Notifications section, check the box to ‘Notify System Administrators’.

      Note
      : You can also choose to ‘Send an Email to this Alternate Address’, if you want to send the notification to someone not marked as an Auditor Administrator. For multiple recipients, you need to use an email group as you cannot add multiple email addresses in this field.
    • Click OK to close the window and close the remaining windows.

Now, when you make a change to the field you have set up to notify, you will receive an email that shows the changes and the other pertinent Auditor information related to that audit.

If you have issues with notifications and find they are not being sent, there is a great KB article on troubleshooting:

Auditor isn’t Displaying Audits in Message Center or Sending Notifications

SmartFill

Our SmartFill product allows you to find a specific Account, Vendor, Customer, Employee, and other key Master Records with ease and flexibility.  For example, you can find a Customer ID by phone number, contact name, or any other information you have saved on that record, as long as you have the SmartFill Object setup to allow you to search using that field. You can even link other tables!

With SmartFill, you can also use a Custom SQL Object to allow you to search for General Ledger Accounts from another GP company when you are entering an Intercompany transaction.

To setup this SmartFill Object to lookup Intercompany GL Accounts, you will need to create a new SmartFill Object called ‘Intercompany Accounts’.  This object will differ from a typical Accounts object in that it will use a datatype of String, instead of Account as shown below:

In the example, the fields setup includes Company, even though it is not used as a search field. It is important to mark the Search box, so the stored procedure can use it as a parameter to identify the company you are using in your Intercompany transaction.

Note: The Test Search feature is not available when you use Custom SQL as your Search Type.

You will also need to either edit your SmartFill stored procedure in SQL Server Management Studio to include the new object called ‘Intercompany Accounts’ or create the stored procedure for the first time.

The steps to edit the script and create the SmartFill Repository record to link the object to the field on the window within GP are included in our Knowledgebase article:  How to Use SmartFill to Lookup Intercompany General Ledger Accounts.

As you go through the steps and you have any issues or questions, please reach out to our support team at support@rocktonsoftware.com.

I think we can all agree, when you hear the word security we all feel a bit.. Ugh.  After all, it isn’t fun to setup, manage and/or just try to wrap your head around.

In a recent webinar we did a little comparison between the standard Dynamics GP security and what is possible when you add Dynamics GP Toolbox to your system.  Let’s take a look!

Standard GP Security vs Security Manage

With standard GP Security, you can create, update, and view the operations in the Security Role Setup window.  The Role Description field gives you an idea of some of the operations a user will have access to if assigned this role. The Display Selected Tasks option helps focus the list down to only the operations included in this task.

Overall, this is a simple quick way to create, view and modify existing roles.  Using the standard method, it is helpful to have a deep understanding of GP.

Dynamics GP Toolbox Security Manager

The Dynamics GP Toolbox doesn’t replace your GP standard security, it enhances it and gives you a more comprehensive view of your security. From the Security Manager Window you still can view, manage, update and print security reports. This view shows the granular details of what is included in each role, task, and all the details that make up each specific role. The grid format allows you to compare settings between users and quickly view settings for multiple companies without the need to log in and out of companies.

Simply double click on a role security to change a user’s security, or the print button to print out a security report.  It’s simple and easy!

Security Task Setup vs Task builder

To setup a new Task in Dynamics GP you must know which product, type, series, and user type you are working with to get the correct operations list to display in the Access List area.  A deep understanding of which operations you need, is recommended to ensure you are granting the correct access to the Task you are creating.

Dynamics GP Toolbox Task Builder

Dynamics GP Toolbox includes a wizard driven Task Builder. You can build a task with confidence knowing you are giving the user access to what you truly intend to.  It is great if you are not fully familiar with the details behind the window/operation you are giving security to.  Simply navigate directly to the window you would like to add and add it.  It takes all the guess work out of setting up a task.

The best part, if a 3rd party product doesn’t already come with a pre-built security role, or if you simply want to add access to an existing role, the Task Builder makes it simple and easy to do so.

Once you complete the process of building your task, you can apply that task to any existing role that is already created in Dynamics GP.

System Password Vs Password Policy

Setting up a system password within Dynamics GP is straightforward.  The system doesn’t have rules or guidelines to follow when doing so, which could be a big deal considering everything the system user has access to.

Dynamics GP Toolbox Password Policy

If you have a need, or a desire, to add some complexity to your password requirements, Dynamics GP Toolbox can do that for you.  As a bonus, the password policy applies to both the Dynamics GP login AND the system password.

With ten different password options, you have the flexibility to create a password policy that suites your company’s security needs. Here is a list of password options you can choose from:

  • Expirations – controls how soon passwords need to change
  • Allows changes – prevents passwords from being changed too often
  • Minimum Password Length – set a minimum password length
  • Password Uniqueness – how many unique passwords must be used before reusing a password
  • Changed Characters – how different a password must be from a previous one
  • Numeric Characters – how many numeric characters are required
  • Symbolic Characters – how many symbolic characters are required
  • Force Mixed Case – forces at least one lower-case and one upper case character
  • Warning Period – displays a warning before password expiration
  • Grace Period – allows a user a specific number of times to login after password expiration

Standard Notes vs Pop-Notes

Dynamics GP allows you to add OLE notes to records throughout the system.  A yellow note indicates a note has been added. Dynamic GP notes relies on the end user to notice they have been added and requires them to click and open the note, in order to read it.

Dynamics GP Toolbox Pop-Up Notes

Pop-up Notes, in Dynamics GP Toolbox, has several different features.  You can schedule notes to appear within a specific time frame, only appear for certain people, attached to specific records, allow your users to cancel them once they read them, or make it really pesky and have them always pop-up.  You choose!

The best part, these notes automatically pop-up. There is no missing them.

Imagine you have a customer you want to stop selling to until they pay their outstanding bills, or maybe you want to offer a special discount to a VIP customer, the ideas are endless. This is a simple and easy way to do so.

What You Need:

Which is the solution for you?  Project Tracking or Project Cost?

We are all about simple & easy and what is easier than a quick side-by-side comparison of two great products.  We understand everyone’s project needs are a bit different.  You might need something to handle robust and complicated government contracts or you might need something that handles everyday projects.

Both solutions offer a seamless project tracking experience, eliminate unnecessary keystrokes allowing you to save time and money on time entry.

Do you want to gain on your system efficiencies?  Check out this comparison document to see which solution is best for you.

PCvsPT_comparison_FINAL

Want more information?

It is the final Supermoon of 2021 and Waffles is howling for an out-of-this-world treat! Alicia Weigel, Rockton sales extraordinaire, and her family refuse to have a BBQ unless this Moon Cake is on the menu. In honor of today’s Strawberry Supermoon, we recommend you throw a few strawberries on top and dig in!

Moon Cake

Preheat oven to 400

Crust

1 cup water
½ cup butter or margarine
1 cup flour
4 eggs

Topping  

8 oz cream cheese
3 ½ cups milk
2 – 3oz packages instant vanilla pudding
1 – 8 oz. container of Cool Whip
Chocolate syrup (optional)

In a small saucepan, bring water and butter to a boil. Add flour. Stir until the mixture forms a ball. Remove from heat. Add eggs one at a time, beating each time with a spoon or hand mixer. Spread on a lightly greased 11” x 15” pan. Bake for 25-30 minutes. Do not pop the bubbles! Cool pan completely (Once cool, I press down a bit if it gets too high so the pudding layer fits better)

Soften cream cheese. Use a hand mixer and blend cream cheese and milk, adding the milk a little at a time. Add pudding and blend with a hand mixer on medium speed for about 1 minute. Let it set for about 1 minute to slightly thicken. Spread over cooled crust. Refrigerate. Frost the top with Cool Whip. Drizzle chocolate syrup over whipped topping if desired.

*Image Credit: The Girl Who Ate Everything

Here at Rockton Software, we pride ourselves on adding customer-driven features to our products.  Here are the recently added/enhanced features we have added to our Rockton Project Cost software.

  • Dynamics GP vendor/customer modifier/combiner: The most recent release of Project Cost now supports Dynamics GP vendor modifier/combiner and customer modifier/combiner functionality. When you use the Dynamics GP to modify vendors/customers, the PC table columns that store the vendor ID and customer ID are updated in all PC related tables for transactions in any state (historical, open or work).
  • Re-open closed projects: Now we have simplified and added more security to the re-opening of closed projects functionality. We’ve added a password protection option for re-opening a closed project. You can require your PC users to enter a password to re-open a closed project. If they do not know it, they cannot re-open it.
  • SOP Invoice Line Queuing: Now queuing up SOP invoices lines is more precise and easier than ever before because we have added two new items to the Create SOP window’s restriction list: Project and Task Branch.  Only select exactly the tasks or project you require.
  • User Access Assignment: A new, more efficient user access assignment window has been provisioned which will allow you to assign user access en masse. Now, if you need to assign users to a new company, you can do it with 1 checkmark in 1 column. Also, if you need to assign a user to all companies, you can do so quickly and easily in 1 window.
  • Time and Expense:  We have removed the Microsoft Silverlight dependency and now Time and Expense is compatible with all modern internet browsers.

If you are an existing user of Rockton’s Project Cost, or if you are not but want to learn more, we would be happy to set up a personalized demo to show you these features and more.  Reach us at Sales@rocktonsoftware.com.

Raise your hand 🖐️ if you are in manual mode when it comes to updating any price adjustment or getting shipments out the door?

Get the right price for the right customer with Rockton Pricing Management (RPM) and get your items out the door quickly and accurately with StarShip.

Domestic or International – together, we have you covered!

With Rockton Pricing Management you can:

  • Automate even the most complex and obscure pricing scenarios and calculations
  • Enable date-driven pricing with all historical pricing tracked and archived
  • Always get the right pricing for the right customer at the right time
  • Easily set up and track all pricing changes, even daily

With StarShip from V-Technologies you can:

  • Save on shipping costs with best way rules and discounted USPS rates
  • Shave time off your small package and LTL shipment processing
  • Simplify drop shipping, third party, and international
  • Support complex shipping requirements such as hazmat

Let’s Chat About Pricing

Rockton Pricing Management is super flexible in the fact that it will work with multi-companies, multi-currency’s, all of your items, and be able to do some really cool adjustments and distributions within our pricing engine which will then push over into Dynamics GP or Acumatica.

How Flexible is RPM

We strive to automate those really complex pricing scenarios. So, if you sell blue shirts to customers in the mid-west on Fridays, that should be 8% off of your list price. We can figure all of that out for you so that you don’t have to manage that price list. We have some criteria you plug into RPM, and those prices will automatically pull into Dynamics GP or Acumatica for your sales transactions.

Date-driven pricing is no problem at all.  If you want to offer a Memorial Day sale, you might need to make sure you’re only giving that special pricing from Friday to Monday. We can manage all of that behind the scenes with RPM’s date-driven options and also keep that history for you. So, if you want to know what you charged five years ago for a special promotion or for a certain customer, the history is right there so you can look back at it.

Make changes as often as you like. Some of our customers working within the commodities markets have pricing that may fluctuate daily. RPM makes it simple enough for you to be able to change prices or change calculations based costs, as often as you need to, without having to go crazy, trying to figure out, where is all of this information is being stored.

Sits outside of your ERP system

Rockton Pricing Management sits outside of Dynamics GP or Acumatica. This allows you to set specific users that can administrate the product, while the end user’s experience is just like normal. We have a connector that allows RPM to pull the needed information from GP or Acumatica, process those calculations based on your rules, and then push that price right back over into the sales transaction entry window.

This includes:

  • Any price adjustment
  • Rebates
  • Discounts
  • Commissions

Want to price based on location? We can do that too.

Depending on how you are shipping your product, rising gas prices could potentially impact your shipping costs. If you want to recover some of that additional cost, we can adjust the price of an individual line item to increase based on where you are sending it.

Speaking of shipping let’s dive into StarShip next.

StarShip offers integrations to over 12 different e-commerce platforms. This includes shopping carts and marketplaces. So, we’re able to combine all of your different order points into one seamless integration when you’re shipping for both parcel and LTL carriers.

StarShip also has plugins available for different EDI solutions as well. So, regardless of where your orders are coming from, StarShip can harness all of those different transactions together into one integration point and one platform to manage all of your various carriers.

Shipping simplified

With StarShip you have the ability to quickly ship your small packages and pallets regardless of which mode of transport you’re using. Fulfill those orders quickly and automatically.

Simplify the process of automating drops shipments, hazardous materials, international shipments, and EDI.

V-Technologies niche is integration – providing the link between your ERP, accounting and business applications, and the warehouse resulting in faster, more efficient, shipment processing as well as front office visibility.

Features & Functionality

If you have fulfillment that you’re doing on behalf of another customer or you have different business units, you can set up multiple profiles. These profiles can have different drop ship IDs where you can have the information for the return address, and their company logo. All the attributes of the customer that you’re shipping on behalf of will easily populate on the paperwork automatically.

Save on shipping

If you want to do a rate comparison, StarShip can look at all the various carriers that are available to your particular destination. You can also take that decision out of the hands of the shipper and let the system do the thinking for you.

StarShip will rank the services in order of expense. So, you have UPS that came over from the sales transaction but FedEx comes in a little bit cheaper to this destination.

With both solutions you can:

  • Achieve and maintain customer loyalty
  • Have the ability to look at historical data
  • Automate pricing and shipping in Dynamics GP and Acumatica

Next steps:

Auditing or tracking has become a big piece of what businesses look for when it comes to Dynamics GP, especially with more people working from home. Not only does it give you a picture of what your users are doing, it helps find and prevent fraud, find process issues, and even troubleshoot when data is mysteriously changing. In your quest to find the best way to audit or track information you may ask yourself, what is the difference between Rockton Software Auditor and Dynamics GP Activity Tracking? What do they do? Which one do I need?

Let’s take a closer look at both products and answer some of those questions.

What are they?

What does each product do that will make my work simpler and easier®?

Auditor is our auditing product. It allows you to capture when a new record is created or when a record is deleted. You may also track when fields in existing records are changed. Plus, you see who made the change, when it was made, where it was made, and optionally even why it was changed. You control what is audited.

Activity Tracking is less about auditing specific windows and fields and simply tracking the user and what they are doing, such as accessing windows and tables, printing, or posting. You may see a window was accessed but you wouldn’t see if the user changed the Vendor Check Name to be their own name.

What are the benefits for each?

Auditor

Multiple uses

Auditor has so many benefits. It isn’t just for capturing fraudulent activity anymore. It is useful when you have new employees and you need to capture information on them, or you are having mysterious data issues. But we could go on and on so if you want to see more about what other uses Auditor has, take a look at the blog: 4 Reasons Auditing is Not Just For Fraud Prevention.

Easy to setup and use

Creating audits does not need to be difficult. You set up all your audits in one window and have multiple ways to audit so you get what you need. You can create a form audit, table audit, or a SQL table audit. You can even download Sample Audit Groups from our website to get you started.

After you have your Audit Groups created, they are easy to use. In fact, your users won’t even notice they are being audited. There is nothing more to do except to review the audits.

Captures information you need

The information Auditor provides is so helpful. When an audit is created, you determine if you want to capture adds, deletes, and changes. A SmartList report can easily tell you the who, what, when, where, and why.

Control audits by user and company

When you create an audit, you have the option to assign all or specific users and companies to the Audit Group. This makes it easy if you need to audit a new employee or only one company. You get to control who and what is audited.

Archive and purge data

As audits are captured, records are written to the table. Eventually, you will want to remove some of those older records. This is easy to do with the archive and purge feature. You can archive the records first so that they are still accessible externally should you ever need to go back to them. After they are archived, you can purge the records to remove them from the table.

Includes E-Sign

When you buy the Auditor product, E-Sign is included. E-Sign is an added benefit where you can require an approver to approve changes made by a user. The approval can be done immediately or sent to a queue for approval later. This is helpful for those date-sensitive fields that typically should not be changed or only changed by specific users.

Easy reporting

Reviewing the audit records can be done through the Audit Inquiry or by using the SmartList. You can even create your own report in SSRS using the RSAS015 table.

Auditor provides detailed information around changes made in your system. It’s easy to understand and captures the information you need. If you are looking for a true auditing product, then Auditor is a good option.

Activity Tracking

Basic tracking of activity

Provides a way to capture basic activity on whether a user was successful or failed when performing certain activities within GP.

Multiple activities are tracked

Activity Tracking offers 5 different activities to track within GP.

    1. Login tracking
    2. Access tracking
    3. File tracking
    4. Process tracking
    5. Posting tracking

Control who is tracked and in what company

Assign which users and in which company you want those users to be tracked when performing the specific activities. This way, if you are wanting to look at a specific user, you only need to capture the data you want rather than tracking everything.

Delete old records

When activity is captured, records are written to a table. That table can grow to be quite large. Periodically, you need to remove some of those records. This is easily done through a utility right within Dynamics GP.

Easy reporting

You can easily see activity records that were captured in the Activity Tracking Inquiry window. If a report is more your style, you can print the inquiry or create your own report based on the SY05000 table.

If you want to track if a user successfully logged into GP, posted a transaction, or tried to access a specific window without needing a whole lot of detail behind it, then this would work for you.

What to look out for?

Auditor

It’s an add-on product

Auditor is a 3rd party product so it would be an additional product to maintain. Fortunately, Auditor is easy to install, upgrade, use, and maintain.

Performance

Generally, performance is not an issue when using Auditor. There are rare cases where users have set it up to audit all fields, which we and Auditors don’t recommend, where they could see a slight performance decrease. While this isn’t something you typically need to be concerned about, it is something to be aware of.

Data build-up

As you capture audits, records are written to the Audit Log Master and could use up space. Fortunately, there is an easy way to remove those records from the table, so you don’t need to keep old records in the table.

Activity Tracking

Only tracks activity

Keep in mind this is only tracking activity. If you want to know when someone came to work, it won’t tell you that, but it can tell you when they logged in to GP.

Can be sluggish

While tracking the activity for users can be helpful, you want to be sure you are not trying to track too much, or it can cause performance issues and your users may notice the system is sluggish.

Data build-up

With each activity tracked a record is written to the Activity Tracking table which takes up space. This is not an issue though; you can simply remove some of those records.

 

Which do I need?

As you can see, either of these products are good options. The one best for you depends on what you need the product to accomplish. Perhaps you even use both!

Let’s take a quick look at what they offer.

Feature Activity Tracking Auditor
Easy to setup X X
Track log in X X
Add X X
Delete X X
Change X
Inquiry X X
SmartList X
Signed approval X

No matter what you decide, Auditor and Activity Tracking provide benefits to you when it comes to what a user does.

If you would like to see more on Auditor, reach out to us at sales@rocktonsoftware.com and we would be happy to discuss this with you more or give you a demo.

Dynamics GP Toolbox Facts

Here are some commonly asked questions and facts for Dynamics GP Toolbox

What is the Dynamics GP Toolbox? – It’s a collection of the best ideas users have come up with for Dynamics GP.

How many tools are included? – 27 Tools are in the Toolbox to date. Tools encompass everything from Security and Administration to Business Processes and the End User Experience.

Can I buy the tools separately? – No. The toolbox is coded as a complete collection – but as we add more tools, you get those included with your original purchase as long as you’re current on your annual maintenance.

Does it log my inactive users out? – Absolutely! It comes with Inactivity Timeout and you can schedule it to log users out after a period of time they are inactive in the GP system.

Will Inactivity Timeout log users out while they are posting a batch? – No Way! We want to fix problems, not cause them! We look at an activity as a push or pull of data from the system. So posting a batch, running a report, or even being mid-way through entering a transaction is activity and we won’t log those users out.

Does GP Toolbox work for all my GP users? – Yes! It’s licensed based on the number of concurrent or full system users you have in GP, so everyone can use it no matter how much or how often they access GP, however access and use of some of the tools are restricted by security roles in GP.

What if I can’t figure out how to use one of the Tools? – If you run into a snag, just reach out to support@rocktonsoftware.com and they’ll help point you in the right direction!

How to Install Dynamics GP Toolbox in 6 Easy Steps:

  1. Download the Dynamics GP Toolbox code file from our website and save it
  2. Run the install wizard on your GP server
  3. Log into GP as administrator
  4. Click Yes to install new code
  5. Plugin your registration keys and you are ready to start turning the tools on!
  6. Repeat steps 1-4 on any workstations that have local GP code installed on them

How long does it take to implement Dynamics GP Toolbox? Turning on a tool in the Dynamics GP Toolbox takes 2 clicks. Once it’s turned on, you can simply apply the easy-to-follow settings that work for you.

Have any videos on how to use the tools? Sure do! A short video of every tool in the Dynamics GP Toolbox is available here!

Next Steps:

Exchange Rate Import Tool and Popdock for Dynamics GP

Wouldn’t it be nice if you could automatically update exchange rates in Dynamics GP?

Would you like to be able to easily report on those exchange rates and get the right data, to the right people, at the right time?

Exchange Rate Import automatically updates exchange rates in Dynamics GP.

Popdock creates lists linking data across tables from a single source or among multiple sources while handling merges, compares, grouping, and summarizing your data, display that data in any system.

Let’s Dive Into Exchange Rate Import Tool First

You can go from manual to automated with the Exchange Rate Import tool.

Exchange rates can be imported automatically from 4 sources. You get to pick.

Those 4 sources include:

  1. European Central Bank
  2. Bank of Canada
  3. MoneyCorp (Formerly Commonwealth Bank)
  4. Open Exchange Rate (most popular)

Fast and easy set-up & configuration

  • Start configuration
  • Pick your exchange rate source
  • Select a default currency
  • Schedule your updates
  • Save the configuration
  • Get rates

If you are using the multi-currency module in Dynamics GP this is the tool for you.

There is no limit to the number of currencies, and you can schedule updates as often as you like.

Many customers will schedule it daily, first thing in the morning, Monday-Friday. It will use the Windows Task Scheduler to run that for you.

Now that you know how you can automate exchange rates let’s take it a step further. How about being able to group, summarize, & filter your exchange rate data on the fly?

This is where Popdock from eOne Solutions comes into play.

Time to Dive Into Popdock

Popdock is a self-service BI tool that allows you to access all your cloud-based application data. Log into one single app and all your data is there.

Popdock provides real-time reporting and integrates all your data from on-premise and cloud applications into a single app.

 Many customers using Dynamics GP struggle to get all the data. There isn’t always a SmartList out of the box. So, if you want to see historical exchange rates here are a couple of ways.

 Use SmartList Builder – go-to tools, table finder, and create a SmartList right from that window

  • Download the template from the eOne website (The specific template is called Exchange Rates located under the Company folder.)

The SmartLists of the Future

With Popdock you can slice and dice, group, get the average and report on those exchange rates in a multitude of ways.

What can you pull?

  • Data not only from GP but other systems
  • Those SmartLists across one company or multiple companies

How is it different than SmartLists?

  • Unlimited amount of filters
  • Much faster performance – pushing and pulling data
  • Reporting flexibility
  • Can compare exchanges rates from those 4 different sources listed above

For the Accountants

Popdock can export any list into excel. So, you can slice and dice your multi-currency information any way you like and export it out.

Next steps:

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