Little Used, but Powerful Features with GPCathy Fregelette, CPA, PMPPractice ManagerBroadPoint Technologies

September 20, 2012

Features• Business Alerts• Smartlist – Export Solutions • Integration Manager – Script Library

Business Alerts

Business Alerts• Alerts that can be set up to automatically

notify you and your employees about business changes via e-mail or through Microsoft Dynamics GP.

• Uses MS SQL to monitor business data for specific conditions– Ex. Notification when customer’s credit

limit exceeded. Compares credit limit amounts to current amounts for your customers.

Business AlertsAlert Notifications• Email• Fax• Pager message• Create task displayed on user home page

when Alert condition found

Recommend using MAPI compliant messaging system.

Business AlertsExamples:• Cash balances• Accounts have exceeded budget• Customer credit limit exceeded• Past due vendors or customers

Business AlertsSteps to create Business Alerts• Start Business Alert Wizard• Define Business Alert• Select and Join Tables for Alerts• Rules for Business Alert Formulas• Defining an alert formula• Setting up an alert notification• Scheduling an alert

Business AlertsStarting Business Alert Wizard• Open Business Alert Window – Tools>Setup>System>Business

Alerts• Create new/Modify existing business alert

Business AlertsTo Define a Business Alert• Open the Define Business Alert window• Select the database that will be checked with the alert• Enter an alert ID and description of the alert• Choose Next to continue setting up the alert and open the

Select Tables window

Business AlertsSelecting and joining tables for alerts(If you select more than one table, you must join the tables using the Joining Tables window)• Open the Select Tables window• Select the series that includes the tables to include in the

alert, then select each table to include and choose Insert. • Choose Next, if you’ve selected more than one table, the

Joining Tables window will appear. • Select two tables that have columns you want to join. • Select a column from each table and choose insert. The

columns you select must have the same data type. • Choose Next to Define an Alert Formula

Business AlertsDefining an Alert Formula(Rules for Business Alert Formulas noted in System Setup manual)• Build the formula by adding columns, constants and operators

to the business alert formula (when you choose Next, your formula is checked to ensure it complies with the rules for Formulas)

Business AlertsSetting up Alert Notification • Indicate if alert recipients will be listed by email addresses or User IDs, and

if by email indicate if they should receive a report• Enter addresses or user IDS of people or groups to notify if condition occurs• Enter message you want recipients to receive• If Report option selected, select Report Columns, change headings, and sort

as desired

Business AlertsScheduling an Alert• Determine frequency to check alert conditions• Enter begin/end dates for alert• Mark Keep Alert History to keep a record of dates/times the alert

conditions occurred • Mark Enable Business Alert to start

using the alert• Choose Test Alert to see if alert formula is

valid and send test message to recipients

Business Alerts

Business Alerts

DEMO

Smartlist Export Solutions

Smartlist Export Solutions• Export Solutions allows you to export Smartlist

search results and run Excel or Word macros before or after exporting, saving staff valuable time each time they export their Smartlist.

• Good for totaling, pushing to chart, pivot table, or adding additional formatting to your data

Smartlist Export SolutionsSteps to Create Export Solutions• Export Smartlist to Excel or Word• Record Developer Macro to complete desired formatting

(note Macro name)• Save as Macro enabled workbook

Smartlist Export Solutions - steps…• Open the Export Solutions window (With Smartlist open,

choose Smartlist – Export Solutions)• Enter a name for the export solution. • Enter or lookup the path to the file containing the template

that you want to use.• Enter the preparation or completion macro. • Select the users that this export solution should be visible to. • Select the application to export to – Word or Excel. • Expand an object in the Works for Favorites list and mark the

box next to the favorite you want to use the export solution for.

• Save the export solution.

Smartlist Export Solutions

Smartlist Export SolutionsTo Export Search results to Excel or Word• Be sure results to export are displayed in Smartlist window• Choose Excel or Word Button on Toolbar to open a list of

Export Solutions. Choose the Quick Export option to generate a spreadsheet or table automatically from your list of export solutions.

Smartlist Export Solutions

• DEMO

Integration Manager – Script Library

Integration Manager – Script Library• Integration Manager comes with a Script Library,

which provides a collection of commonly used VB Scripts that you might find useful in your integrations.

• These scripts can be used with Integration Manager to map and transform data, trigger events and commands, process user input and provide feedback about your integrations.

Integration Manager – Script Library

Integration Manager – Script Library

Integration Manager - Scripting

Attach script to an Integration • Open integration• Select Properties• Choose Scripts tab• Select Script type• Select Script from Script

library and open

Integration Manager – Scripting Types

Integration Manager - ScriptingCan also attach script to a field • Open integration• Select Destination Mapping, set the rule for the field to ‘Use

Script’• Click lookup button for the Script Text rule to open Script

Editor window

Integration Manager - Scripting

Demo

Review

• Business Alerts• Smartlist – Export Solutions • Integration Manager – out of the box

scripting

Questions