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! 

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!

With Black Friday, one of America’s most polarizing holidays only a week away, it seems like the ideal time to provide you with a time saving tip on pricing in your Dynamics GP! No waiting in line, no waking up at 3 am, and no screaming children involved—we’re here to help!

The Price List Utility is your one-stop shop when it comes to updating your Price Lists.

A true pricing wizard, it helps you:

  • ​Add new price lists
  • Update existing price lists
  • Copy price lists to other items
  • Remove price lists
  • Assign currencies to your items

Before you get started, make a complete restorable backup and have all users out of the system before utilizing the utility in case there are any unwanted data issues. If possible, use a Test environment with your company restored in it or with Fabrikam set up in it first to verify the results are what you expect.

Once that’s complete, in the Utility section on the Inventory Page in your live company, click Price List Utilities and you’ll be off and running!

We hope you’ll take advantage of the Price List Utility this holiday season. We promise it’ll make saving your customers money enjoyable for all parties!

*If your company needs to be able to set up pricing contracts using a Date Filter prior to the date of the price changes occurring, check out our Omni Price product. Here is a video with more information: HOW TO: Create a Contract in Omni Price using Filters. Also, here is a KB article on How to create a Contract using a Customer Filter for a set of unrelated Customers.


Happy Holidays from all of us on the Rockton Support Team!

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!


 Does your company need…

If you answered yes to any of the questions above, Omni Price may become your new BFF! Below you will find details and screenshots for each of the 4 scenarios.

Scenario 1: One-time markup for all items using current cost.

  1. To create the contract, go to Cards | Omni Price | Contract Maintenance.
  2. Here is a screenshot of how to set it up for a one-time 20% Markup – Current Cost for all items:OmniPrice 1
  3.  Here is a screenshot of an example in the Price Check window:Price Check window 1

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Scenario 2: One-time markup for some items using standard cost.

  1. To create the contract, go to Cards | Omni Price | Contract Maintenance.
  2. Here is a screenshot of how to set up the contract using 20% Markup – Standard Cost for a range of items with some of the items selected: 20% Markup - Standard Cost
  3. Here are two screenshots of the Item Filter Maintenance window and Item Filter Details window showing an example of how to select some of the items within an item range:
    Item Filter Maintenance
    AM 2.3
  4. Here is a screenshot of an example in the Price Check window:Price Check Window 2

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Scenario 3: Different markups based on Customer negotiations.

  1. To create the contract, go to Cards | Omni Price | Contract Maintenance.
  2. Here are a couple screenshots of how to set up the contract using different markups based on Customer negotiations for one customer or for a specific salesperson’s customers including one for the Customer Filter using a Salesperson ID range:Markup - customer negotiations

    Customer Filter

    Customer Filter 2
    Note: When using the Customer Number field for the Customer Filter, you can select specific customers within a range like you can select specific items within a range for the Item Number field in an Item Filter.

  3. Here are two screenshots of the Price Check window for examples of both scenarios above:num3scenario3
    AM 3.5

Scenario 4: Different markups based on an Item’s current cost.


  1. A Knowledge Base (KB) article has been created for this option. Click here to view it: How to create a % Markup – Current Cost Contract for a range of pre-defined costs.
  2. Notes about the KB article:
    1. The Omni Price Contract is set up to use the %Markup – Current Cost pricing method.
    2. The Current Cost field is found in the Item Maintenance window.
    3. To group the Item’s based on their current cost and what range they fall into, there are several options. Two of them are listed in the KB article which include using an Item Filter on the Item Number with Details or using an Item Filter on the Price Group and assigning a Price Group to each item in the Item Price List Maintenance window.
  3. Here are two screenshots of how to set up the contract using different markups based on an Item’s current cost using the KB as a guide: Markup - item current cost
    AM 4.2
  4. Here are two screenshots of the Item Filters using the KB as a guide:Item Filters 1
    AM 4.4
  5. Here are two screenshots of the Price Check window using the KB as a guide:Price Check 4
    AM 4.6

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Notes:

  • There are many more filters than just the ones shown in screenshots above including Additional filters which use information from either the Sales Transaction Entry or Invoice Entry windows.
  • You can define multiple %Markup – Current Costs on a contract by adding the Item Numbers in the detail section and entering a specific percentage for that Item Number.
  • You can use the Duplicate option to duplicate your Contract and then adjust the new Contract so you don’t have to start over if the Contracts are similar in setup.

I hope you have enjoyed the many options Omni Price has to offer and the details provided above. Now that Omni Price is close to being your new BFF, when you are working with it, if you have any questions, please send Support an email (Support@RocktonSoftware.com).

You may have just purchased Omni Price . . . but before it can rock your world, you need to install and implement this amazing product. After that, pricing in Microsoft Dynamics GP will be simple and easy. Omni Price is built on top of Microsoft Dynamics GP’s standard pricing. This makes it easy to implement Omni Price because your base pricing is already there. It allows you to go beyond the standard pricing to allow you to create specific pricing based on customer, item, territory, dates, and many other options.

Omni Price will need to be installed on any machine where your sales transactions are entered or edited and you need to use the Omni Price price of an item. Your first install, typically done on the server, will take the longest as this is when the tables and stored procedures are created. Since information is stored at the company level, you would need to install Omni Price for each company. To install, run the Omni PriceSetup.exe. We recommend you right click the file and choose ‘Run as Administrator’. When you launch Microsoft Dynamics GP on the first machine, the Omni Price install wizard will run. You will need to run through the wizard for each company. This will take about 5-10 minutes per company.

For the remaining machines, run the OmniPriceSetup.exe file.When launching GP, choose ‘Yes’ to include new code. The wizard does not need to run on every machine, so the install should only take a few minutes.

Either before the install or after, you need to determine your pricing plan. What criteria do you want to use to create your prices? What pricing methods do you want to use? After you have that information, you can determine what your contracts will look like and what type of set ups are needed to meet those needs. Perhaps you need to create some filters or determine priority. The time it takes to plan out your pricing will vary as it depends on your needs and what your Microsoft Dynamics GP pricing already looks like. Plan on 1-3 hours for this step, this will allow you enough time to fully think through your pricing structure.

Your next step is to set up Omni Price. There are various set up options that can affect the outcome of a price or how the system determines which contract to use. You can also create filters to use on your contracts. The time it takes to do this depends on how many filters you plan on creating. Most importantly, remember to activate Omni Price in the Pricing Setup window.

After you have your options set and any necessary filters created, you are ready to set up your contracts. You have a few options when it comes to doing this. You can manually create each contract and add all the necessary items to the pricing matrix. You can also use the Contract Import/Export function, which allows you to import a contract from a .csv or Excel file. You could also create the contract ID’s and add the necessary filters, then use the Excel import functionality to import the contract lines for multiple contracts at once. It truly depends on what works best for you. The time it takes to do this will depend on how many contracts you have and what option you choose to create the contracts.

When your contracts are created, we recommend you use either the contract import/export feature or the Excel Import/Export feature and export your contracts or contract lines to a central location to have as a backup should you need it. Just a little safety net should anything happen to the existing contract and you want to go back to the way it was.

When planning the implementation, here are some times to consider. These are just estimates and will vary based on your needs.

  • Install: 5-10 minutes for the first machine, per company. Remaining machines about 3-5 minutes
  • Planning: 1-3 hours to plan out your pricing and the contracts and filters needed
  • Setup: 30-45 minutes for set up and 15 minutes per filter created
  • Contract Setup: 1-2 hours per contract
  • Testing: 1-2 hours testing

You will want to spend some time testing the pricing and making sure items are pulling the correct prices. If you have any questions or need assistance implementing Omni Price, please contact the Rockton Software Support team. You can also email the Rockton Software Sales team to learn more about purchasing Omni Price or starting your free trial period.

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.

The latest edition of the GP Optimizer released July 1, 2014. This publication is a free, online publication available to Microsoft Dynamics GP users. The magazine content is written by ISVs (Independent Software Vendors) to provide solutions to enhance your Microsoft Dynamics GP.

Don’t miss our article, Sunshine & Sales with Omni Price, written by Alicia Weigel, Technical Sales Team Lead at Rockton Software.

Download the latest edition by clicking here!

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