A couple of years ago I wrote a blog called, Give a Support Team a Script Log in Microsoft Dynamics GP.  That blog outlined three methods for how to help your support technician help you troubleshoot your problem by providing them with the best script log.  Since that blog was published, Rockton Software has added a new window to our products which further simplifies the process of creating a script log using two of the three methods mentioned in that original article.

A refresher

There are many types of log files, such as DexSQL logs, SQL Profiler trace files, and Windows Event logs, and they all contain different types of information.  Sometimes one log is appropriate when another is not.  Your support technician will let you know which type of log is needed.

A script log is a text file that lists all of the procedure calls that are being executed as the software runs inside of Dynamics GP.  This can be invaluable to a developer who may get called in on tough cases, because she or he can compare the calls in this script log to the calls in their program source code.  This will likely allow them to determine, with quite a bit of precision, what the program is doing behind the scenes.  

Creating the best script log

The general idea in creating an efficient script log is that you want the log file to be as small as possible.  At first, this may seem counterintuitive; after all, why not give as much information as you can?  The reason is that these logs generate lots and lots and lots of data.  If you can narrow down the log so that it contains just the activity that causes the error to occur, then you will save your support technician from having to slog through pages and pages just to find where to start looking.  For this reason, there are three very important things to keep in mind when creating your log file: 

  1. Begin logging at the last possible moment before the error occurs.
  2. While logging is active, perform the fewest possible actions necessary to make the error happen.
  3. Turn off logging as soon as possible after the error occurs, without doing anything more than is absolutely necessary in the application.  

Following the above guidelines will, in most cases, give the support technician exactly what they need to quickly isolate where in the software the error is occurring.

Creating a script log from Rockton Software products

Two methods for creating a script log that I described in my original blog post (The built-in script logger and Starting script logging from the login) have been simplified and improved upon by means of the Enable or Disable Script Logging window.

The Enable or Disable Script Logging window can be found in the latest builds of our Dynamics GP Toolbox and SmartFill products.  At the time of writing this blog, we are finishing up a release of our Omni Price product which will also include it.  The next time we release Auditor and Dynamics Report Manager, you will see it in those products as well. 

You can access this window by first opening the Setup window of one of our products, then clicking on the Troubleshooting tab.  Click on the option labeled, “Enable or Disable Script Logging”, which you will see near the bottom of the list.

So, what are the benefits of this new window?  Read on! 

Immediate script logging 
Follow these steps when you need to start logging at some point after you have logged in:


  1. Open this window and have it off to the side so you can use it when the time is right.
  2. Perform whatever actions you need to perform to recreate the error, not including that final step that causes the error to occur.  Keep in mind the three crucial steps in the Creating the best script log section, above. 
  3. On the Enable or Disable Script Logging window, choose Immediate for Log Type.
  4. Enter or browse to a path and filename to use for your script log.
  5. Click the Start Logging button.

At this point, everything that you do in Dynamics GP will be logged to the file that you specified in step five.  This is why you should not start logging until the latest possible point before the error occurs. Of course, if the support technician gives you specific instructions for where to begin logging, then follow those instructions. But in the absence of that, you should try to start logging as late as possible.

Once the error occurs, and you have captured everything that you need to capture, click the Stop Logging button, which will now be enabled.  In some cases, you may not be able to choose this option because there is some error message or other dialog that is requiring you to respond to it.  Go ahead and respond.  Then turn off script logging at the earliest opportunity.  Again, the objective is to put as little as possible in the log file, so don’t do anything that’s not absolutely necessary before you stop script logging.



It is a good idea to keep good notes for everything you did and what happened while script logging was active.  This will also help your support technician understand what they will be seeing in the log that you are sending them.

As you can see, this process is much easier than updating the Dex.ini and logging out of and into Dynamics GP.  It also does not involve adding that Debug menu, which would possibly be confusing to other users in a Citrix or Terminal Server environment. 

Starting script logging from the login

If your situation requires you to start logging during the login process, you can use this same window to do that.  Follow these instructions: 

  1. Open this window and choose At Next Login for Log Type.
  2. Enter or browse to a path and filename to use for your script log.
  3. Click the Start Logging button.
  4. You will see a message telling you that logging will start the next time you log in to Dynamics GP.
  5. Exit Dynamics GP, then log back in again. 


For this next login only, the script log file you specified will automatically be created in the specified folder.  To turn off script logging, you can do any of the following:

  1. Choose Disable Script Logging from the product’s Setup menu
  2. Press Ctrl + Alt + Shift + D.
  3. Open the Enable or Disable Script Logging window and click the Stop Logging button.

Using this method allows you to specify the filename and location to use for your script log file.

We want your feedback!

Please let us know if we can clear up anything that might be confusing or if you have any other information that would be useful.  And as always, if you have any suggestions for future blogs then please, suggest away! 

It’s February and love is in the air! As Valentine’s Day draws near, ideas of gifts and romantic dates are sure to be swirling in your head. How will you impress that someone special this year?

  • Chocolate
  • Candle lit dinner
  • Flowers
  • Movie night
  • A day at the Spa

You may be thinking: Why is a company that develops accounting software talking about all this lovey-dovey stuff, and how does our product, Dynamics Report Manager (DRM), fit into this? Well, to quote the classic Beatles song, “All You Need is Love” when it comes to Valentine’s Day, and by golly do we love DRM. How do we love thee? Let me count thy ways!

Take a load off and let DRM do the work for you

DRM is a great reporting tool you can use to email and print your reports to your customers. After the setup is done for the report(s), all you need to do is click ONE button in the Sales Batch Entry window, and your invoices will be emailed to or printed for those customers automatically.

Here is where you can find the steps on how to set this up in GP:
Dynamics Report Manager: Email & Print Specific Sales Invoice Reports.

Send a Singing Telegram to a co-worker (they’ll be sure to blush)

Use a DRM Scheduled Launch to automatically email or print reports your manager or another team member in your company needs.

Here is where you can find the steps on how to set this up in GP:
How to create a Scheduled Launch – Launch Point in Dynamics Report Manager (video included).

DRM could stand for Delicious Romantic Meal – main course, wine pairing, and dessert to boot!


DRM Explorer Window is the main course.

  • One Stop Shop for your Users and their reporting needs.
  • Use folders to specify different categories such as Sales, Purchasing, etc.

Batch Reports are the where you can choose from the selection offered.

  • Use a SQL Script to define when a report is emailed/printed.
  • Define your email message for reports that are to be emailed.

Launch Points are where you add the sweetness to GP by making it easier for all users to email/print reports.

  • Window Additional Menu
  • Toolbar Floating Palette
  • Window Field or Button
  • Shortcut Bar
  • Replace Report Writer Report
  • Scheduled Launch
  • Home Page

Find out more about each of the above options by downloading the DRM manual here: DRM Manual for Microsoft Dynamics GP 2016 and GP 2016 R2.


Demo Request or Support Need:

If you would like a Demo of DRM, contact Sales to set up a date and time.

If you have any questions or need help with a step or two in the Blog/KB links provided above, contact Support and we would be happy to help you!

We can all admit that bad habits seem to work their way into our daily routines, even when it comes to tasks in Dynamics GP. Well, we’re here with good news: it’s not too late to implement a few New Year’s Resolutions to quell those habits and enhance your day-to-day use of GP! Let’s break it down by activity in Dynamics GP.

Auditing

Bad Habit: Auditing everything.

Resolution: It is very important to Audit what you need audited rather than setting up Auditor to audit everything because you are unsure of what to audit. To help with this process, you will want to review the processes done in GP that your departments perform. You will also want to work with the experts in those departments to help you identify areas you need to audit. Here are some categories to help you and the experts identify areas you need to audit.

  • Preventing fraud. For example, it may be important for your company to track changes to the Vendor Check Name field in the Vendor Maintenance window to help prevent potential fraud from happening. Auditing this change will help you identify the user(s) that is trying to write a check to someone else.
  • Training opportunities. For example, it may be important for your company to audit changes to the Vendor Hold field in the Vendor Maintenance window because it keeps changing from hold to not on hold and you cannot figure out who or what process is changing it. Auditing this change will give you the information you are looking for and help you train that user(s) to only make the change when appropriate.
  • Auditing for Auditor requirements. For example, it may be important for your company to audit who enters and who posts a transaction in the General Ledger. You can utilize the Journal Voucher Roadmap to do this. There is no set up for this. You just need to install and register Auditor. *Note: Auditor needs to be installed on all workstations that have GP installed on them. To learn more about the Journal Voucher Roadmap, click here

Once you have identified what you need to audit, create your Audit Groups.

  • Click here to watch a video on how to create an audit group to track PM Vendor Master File information & view Auditor Record.
  • Click here to see a KB article on auditing General Ledger Journal entries and who approved the Batch ID.

Bad HabitNot deploying SmartList Designer reports to Excel for the non-GP Users who need to see your Auditor SmartList reports. 

Resolution: Click here for steps on How to Create an Auditor Report for Non-GP Users.

Pricing

Bad Habit: Manually editing prices on Omni Price contracts instead of using the Omni Price Contract Mass Update utility.


Resolution: Click here to see how easy it is to update your Omni Price Contract prices using the Contract Mass Update utility.


Reporting

Bad Habit: Not creating a Dynamics Report Manager (DRM) Launch Point for scheduling reports to run automatically.


Resolution: 
Click here to see how to set this up in DRM. A video is also included.

Searching in Dynamics GP

Bad Habit: Clicking the lookup button and scrolling through hundreds of master records.

Resolution: Enter part of the value you are trying to look up, tab off the field, and let the magic of SmartFill do the work for you! Click here to see a video on how it works.

Security

Bad Habit: Forgetting to use Mentor to quickly change security for a User.


Resolution:
Click here to see steps on how to use Mentor to quickly change security for a User. A video is also included.

While you may or may not be guilty of these habits above (no one is pointing fingers), we hope you’ve gleaned a few tips that will improve your everyday work in Dynamics GP. Here’s to a year of new habits inspired by efficiency and streamlined processes!

Summer has officially faded into fall and you know what that means… Pumpkin Spice Lattes are back!  Okay, besides the return of everyone’s favorite fall beverage, it means it’s time to bundle up!

 

That’s right, back by popular demand is our Bundle up for Fall promotion. We’re not talking about hats, gloves, and scarves; we’re talking about the best Microsoft Dynamics GP add-on products on the market!

 

Now through November 30th, purchase any two Rockton Software products and receive a big savings!


Customers took advantage of two great bundle options last year, which are making their return for 2016, along with a new Build-A-Bundle option. Here’s a look at three ways you can save big and bundle up this fall with Rockton Software!

    • Search and Rescue Bundle featuring Dynamics GP Toolbox and SmartFill. Dynamics GP Toolbox includes over 25 tools to enhance your Microsoft Dynamics GP. And, according to many in the Microsoft Dynamics GP channel, no one should be without SmartFill, a google-style search in GP. Get these two time-saving products for $350 USD per user.
    • SOX in the BOX Bundle featuring Dynamics GP Toolbox and Auditor. For the ultimate security and compliance bundle, you need to look no further. Add these two products to your Dynamics GP repertoire for just $450 USD per user.
    •  Build-A-Bundle: Have your eye on two Rockton Software products? Great! Simply contact our sales team, let us know which two products you’d like, and receive a BIG savings per user.

These will be the lowest prices of the entire year for our products, so don’t delay! If you’re not sure which two products might be the best fit for your Dynamics GP needs, we encourage you to reach out to our knowledgeable sales team, or attend one of our upcoming webinars that will provide an overview and demo of all our products.

As the leaves are changing, we’ve already got new customers saving. Don’t get left out in the cold this autumn, bundle up!

The final bell has rung and we’re closing the book on our first semester of Rockton 101 classes. Over 80 students (Microsoft Dynamics GP Users) attended our revamped webinar series to learn all the ways that Rockton Software products can make their work simpler & easier®.

 

From January through June, our Technical Sales Team Lead and Rockton 101 professor, Alicia Weigel, has been demonstrating how Rockton Software products can enhance the Dynamics GP user experience. From product spotlights on SmartFill, Dynamics Report Manager, and Omni Price, to focusing on topics like Payroll, Security, and GP Administrators, there was plenty of knowledge for attendees to soak up.

 

We’re not belting Alice Cooper’s hit “School’s Out” just yet because our next round of classes get under way in late-July. We’re hitting all the topics you didn’t see covered in the first semester and continuing to show you how our add-on products can help make your work simpler & easier®. Here’s a sneak peek at our summer school classes:

We hope you’ll join us this semester for Rockton 101. If you missed out on any of the first semester webinars, we invite you to watch the recordings linked below:

We are always looking for user-inspired topics for upcoming webinars, please feel free to contact us with your suggestions!

It’s been an eventful spring here at Rockton Software! Since March, we’ve been inviting all Dynamics GP users to Spring into Savings with us! Kick this deal off with a FREE trial of any Rockton Software product. If you like what you see and want to add that product as a permanent fixture to your Microsoft Dynamics GP, we’ll give you a 15% discount upon purchase!

Not sure how our Rockton Software products can help you? With five different products to choose from, there’s sure to be something that will enhance your Microsoft Dynamics GP user experience.

Here’s a quick look at our product offerings:

SmartFill: a google-style search tool 
Dynamics GP Toolbox: includes 25 tools to help nearly every Dynamics GP user
Auditor: Track changes in your Microsoft Dynamics GP
Dynamics Report Manager (DRM): easily launch reports from anywhere
Omni Price: enhanced pricing options in your Microsoft Dynamics GP

Our promotion is winding down, but it’s not too late to join in the fun. Take advantage of this 15% discount during the next two weeks if you trial any Rockton Software product and purchase that product by May 31, 2016. No green thumb required!

Schedule your reports to be printed or sent through email automatically with Dynamics Report Manager! Some of the benefits for having this awesome feature are:

– Reports are done without having to be at your computer
– Key players in your company are given the information they rely on
– You no longer need alerts reminding you to do your reports
– You can be working on other important projects

To utilize this feature, create a Scheduled Launch within Dynamics Report Manager. The steps on how to do this can be found in this Knowledge Base Article: Launch Point setup example – Schedule Launch. You can also click here to view a short video how-to.

Here are some screenshots, too:



Now enjoy the extra time you’ve just created for yourself! If you have questions, please contact the Rockton Software Support team at support@rocktonsoftware.com.

You just purchased Dynamics Report Manager (DRM), and you’re well on your way to a simple and easy centralized location to manage all of your reports. First, you need to install and implement DRM.

You will most likely install DRM on all machines, especially if you plan on using launch points for users to print the reports from external applications right within Microsoft Dynamics GP. To install, run the DRMSetup.exe file. We find it works best to right-click and choose ‘Run as Administrator’. The tables and stored procedures created are stored in the system database. This means that while you would run the DRMSetup.exe file on all machines you only need to run the install wizard on the first machine.

The initial set-up of DRM will take a little time, depending on the products being used, such as Crystal or SSRS. There are areas to set up the connections to these products as well as other general set-up and e-mail preferences.

The report setup will vary based on how many reports you have, the parameters you have, and any other adjustments you may need to make. Importing the reports is easy. We have an import feature that allows you to import multiple reports at once.

You may also want to create launch points, so your users are able to launch the reports right from within Microsoft Dynamics GP. You can launch from the Shortcut Bar, from the Additional menu on a window, based on the click of a button, and many other options. The time to set up the launch point will vary as well as it depends on the type of launch point.

When planning the implementation of DRM, here are some times to consider. These are just estimates, but should give you a good idea of the time needed. Actual times will vary from business to business.

• Install – 5-10 minutes for the first machine, 3-5 minutes each machine after.

• General Setup – 1-2 hours, depending on the report products you use

• Report Setup – 10-30 minutes per report

• Launch Point Setup – 15-30 minutes per launch point

• Testing – 1-3 hours

I include time for testing because it is important to always test a new product to make sure it is working as you expect. The time here varies based on the number of reports you have and how many of them are printed via launch points. If you do have any questions or need assistance, you can always contact the Rockton Software Support team.

If you found yourself in a pickle and you need to create a support case, take a look at the following information that we’ve put together to make life a little easier when you’re creating a new support case.

The more that we know, the more we can help. Of course, there are some instances of where you cannot provide a ton of information right away and we do understand that, too!

Creating a Support Case
To create a Support Case, you can call, email, or even create a case within the Rockton Software product, or products, that you’re using.
1. Call and leave a voicemail, if needed. Toll Free: 877-476-2586, International Phone: 208-263-5288.
2. Send off an email to support@rocktonsoftware.com

3. Create a case using Web Services in the Help | Rockton Software Support window.

Below are a few different tips and tricks that I’ve found to be the most helpful when working on and troubleshooting a support case.

Version Information
We always love to know the exact versions of Microsoft Dynamics GP and the builds of the Rockton Software product or products that you’re currently using.

To find the Microsoft Dynamics GP version from within Dynamics GP, go to Help [Alt + H] | About Microsoft Dynamics GP.

To find the current Rockton Software product build, you can go to Help [Alt + H] | Rockton Software Support.

Or you can also go to Tools | Setup | Product | Product Setup.



Screenshots

If you’re receiving specific error messages or having a specific issue take a screenshot so we can see. Screenshots are always helpful to have included in your case.

Details
Always include any details about the issue you’re having along with any troubleshooting steps, blogs, or Knowledge Base articles, which you have already tried. Include repro steps if the issue/situation can be recreated.

Here are some examples: The issue only occurs on one workstation, the issue is occurring for specific users, it all started happening after an update was applied, a new product was recently installed, etc.

Including a copy of your DYNAMICS.SET file is also helpful, this allows us to see what other products you’re currently using. Note: You can quickly copy/paste your Launch file right from the Help [Alt + H] Rockton Software Support window.

Scripts
If an error message is being thrown, try to capture a Script Log or a dexSQL.log of when the error is being thrown. Read this helpful blog to learn more about creating a Script Log.

Click here to learn more about the Microsoft Dynamics GP versions that we support.

Did you say I can email and print specific Sales Invoice reports to different Customers using Dynamics Report Manager (DRM)?

Yes, you can! In this example, we are using two Sales Invoice Reports and there are three customers with different needs. Customer AARONFIT0001 needs Invoice 1 emailed, Customer ADAMPARK0001 needs Invoice 2 emailed, and Customer BERRYMED0001 needs Invoice 1 printed. In the Customer Maintenance window, the customers have the following values entered:

Customer AARONFIT0001
User Defined 1: 1
Comment 2: Email
Customer ADAMPARK0001
User Defined 1: 2
Comment 2: Email
Customer BERRYMED0001
User Defined 1: 1
Comment 2: Print

The detailed steps on how to set this example up can be found in the following Knowledge Base article:

How to Email and Print specific Sales Invoice Reports to different Customers using Dynamics Report Manager (DRM)

Note: If a Customer needs both an email and a printed copy of the Invoice, you can change the Where clause in the Data tab of the Batch Report as appropriate.
Below are the screenshots for the Customer Maintenance windows, Reports, Batch Reports, and Launch Point.

Enjoy!

Customer Maintenance and Internet Information Windows:


Reports:
Report 1: Simple Invoice – Invoice 1 saved to file


Report 2: Simple Invoice – Invoice 2 saved to file
Note: This Report has the same setup except for the Technical Name path is to the second invoice report.


Report 3: Simple Invoice – Invoice 1
Note: This Report has the same setup except for the Technical Name path is to the second invoice report and the Destination is Printer instead of File.


Batch Reports:
Batch Report 1: Sales Batch Entry 1

Batch Report 2: Sales Batch Entry 1
Note: This Batch Report has the same setup except for the Data tab.


Batch Report 3: Sales Batch Entry Print to Screen
Note: This Batch Report is actually setup to print to Printer and has the same setup as the previous Batch Report except for the Data and Email tabs.

Launch Point:



Email sales@rocktonsoftware.com to receive a personalized demo of Dynamics Report Manager (DRM).

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