GeneralUser Error When Migrating Management Reporter to a New Server
May07

GeneralUser Error When Migrating Management Reporter to a New Server

Across the years since it was launched I have done a lot of work with Management Reporter, including many migrations to new servers and upgrades which necessitated a migration to a new server or instance of SQL Server, but have never seen this particular error message before. In this case, I migrated the Management Reporter database to a new server and installed the very latest version of the… Continue Reading Ian Grieve’s...

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Remove all notes in PowerPoint
May06

Remove all notes in PowerPoint

WOW, it’s been some time since I last blogged. I’m alive and well and finally getting back to the right mindset to get back into this. Stay tuned! This is a super easy tip that I learned today. I also learned I’m a super lazy PowerPoint creator. I create PowerPoint presentations by copying the last presentation I did and duplicating a bunch of slides that have the layout I like. 40 slides… Continue Reading Jen...

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Update Microsoft Dynamics GP Customer Emails on Test Including Sent Emails
May06

Update Microsoft Dynamics GP Customer Emails on Test Including Sent Emails

After creating a new script for updating vendor emails on test which includes the emails of sent items, I figured that a similar script will be needed to update the email address on sent emails in the Sales Series. The script below, includes the tables holding sent email information for the Sales Series emails (both Receivables Management and Sales Order Processing) as well as the usual… Continue Reading Ian Grieve’s...

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Matrix (visual) totals and subtotals in Microsoft Power BI
May05

Matrix (visual) totals and subtotals in Microsoft Power BI

In this Tiny Tip, Belinda will uncover the secrets on getting only the (sub)totals that you want to see, using the Microsoft Power BI Matrix visual. The most important thing to note is that the Grand Total is a Sub-total.  This means if you turn off the Sub-Totals, the grand totals disappear as well. The Grand Totals will only always stay visible on the visual if you have the Stepped… Continue Reading Belinda Allen’s...

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Update Microsoft Dynamics GP Vendor Emails on Test Including Sent Emails
May05

Update Microsoft Dynamics GP Vendor Emails on Test Including Sent Emails

About 10 years ago I did a post on changing emails on the test system so they didn’t go outside the organisation. This has worked well for a long time and no-one has mentioned any issues, until this week when I was working with a client and we made some changes to a remittance format and tested by emailing. The remittance itself emailed to the test address fine, but the reprint remittance went… Continue Reading Ian...

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Recent ISC Software Webinar: Powerful document generation for Dynamics GP
May04

Recent ISC Software Webinar: Powerful document generation for Dynamics GP

In our most recent webinar, we took a look at Powerful document generation for Dynamics GP. In this webinar, we covered how dox42 can be used to design attractive document templates in Microsoft Office and integrate data from Microsoft Dynamics GP and other systems such as SharePoint or Microsoft 365. If you want to catch up on this, or any other, webinar, you can do so here. In this blog… Continue Reading Ian Grieve’s...

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Map Folder to a Drive Letter
May03

Map Folder to a Drive Letter

Across the years I have mapped a folder to a drive letter, often to share a drive with an RDP connection where I didn’t want to add the entire c drive, but today, when I needed to do it, I completely forgot how, so I am posting this as an aide-mémoire. In Windows Explorer, right-click on This PC an select Map network drive…: Select the Drive letter and enter the folder using the Universal… Continue Reading Ian...

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ClassicPress Plugin Development: Create a Custom Image Path and URL for Code Potent’s Update Manager
May02

ClassicPress Plugin Development: Create a Custom Image Path and URL for Code Potent’s Update Manager

This post is part of the ClassicPress Plugin Development series in which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. Plugins using the Code Potent Update Manager plugin can have a banner and icon images added to them which are used on the plugin within the admin dashboard. By default these… Continue Reading Ian...

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ClassicPress Plugin Development: Create a Plugin Update Endpoint Using Code Potent’s Update Manager
May01

ClassicPress Plugin Development: Create a Plugin Update Endpoint Using Code Potent’s Update Manager

This post is part of the ClassicPress Plugin Development series in which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. With Code Potent’s Update Manager added to a plugin, a plugin update endpoint can now be created on the update server. On your update server click New » Plugin Endpoint. <span… Continue Reading...

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Using an Inserted Shape as a Navigation option in Microsoft Power BI
Apr30

Using an Inserted Shape as a Navigation option in Microsoft Power BI

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI. In this report, there is a page that is Sales by category, with a slicer that displays countries.  There is a similar page, that displays a table with sales line details.  The slicer on the detail page is sync’d with the first page. Belinda will Insert > Shape, selecting… Continue Reading Belinda...

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Simple Audit for Microsoft Dynamics GP: Create Triggers for Audit of Customer Items
Apr30

Simple Audit for Microsoft Dynamics GP: Create Triggers for Audit of Customer Items

This post as been added as part of the series on creating a simple audit for Microsoft Dynamics GP, but wsn;t part of the original series. I recently used the simple audit to add an audit to the Sales Customer Item Cross Reference (SOP60300) table to allow a client to keep an audit of changes to customer items. They wanted to keep track of all changes so this means three triggers are required… Continue Reading Ian Grieve’s...

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SQL Stored Procedure to Get the Next Microsoft Dynamics GP Sales Document Number
Apr29

SQL Stored Procedure to Get the Next Microsoft Dynamics GP Sales Document Number

This stored procedure can be executed to generate the next sequential sales document number; this script was created to get the next sales invoice number for a transaction to be inserted into Microsoft Dynamics GP through eConnect. I write stored procedures as a wrapper around the eConnect stored procedure as we are often working with the clients IT department or a third party and this… Continue Reading Ian Grieve’s...

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Website Analytics With Matomo: Update
Apr28

Website Analytics With Matomo: Update

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. Your Matomo site will send an email to the super user email address when there are updates available. To instal the update click the link on the email: When you click the link on the email, you will be taken to your Matomo… Continue Reading Ian Grieve’s...

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Website Analytics With Matomo: Add a Site
Apr27

Website Analytics With Matomo: Add a Site

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. Addin sites to Matomo is easy to do. Click the cog icon to open the administration site of Matomo. In the Quick Links section click Add a new website: Select website when prompted: To create a new website there are a few fields… Continue Reading Ian...

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Website Analytics With Matomo: First Run
Apr26

Website Analytics With Matomo: First Run

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. With Matomo installed it is now available for you to log in using your super user account. Navigate to the website and enter the credentials and click Sign In: You’ll then be taken to the page showing activity on your first… Continue Reading Ian...

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ClassicPress Plugin Development: Integrating Code Potent’s Update Manager into a Plugin
Apr25

ClassicPress Plugin Development: Integrating Code Potent’s Update Manager into a Plugin

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. The process for adding the Update Manager client to a plugin is quite straightforward. Once you have downloaded the Update Manager, copy the UpdateClient.class.php file into… Continue Reading Ian Grieve’s...

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ClassicPress Plugin Development: Create a Plugin Update Server Using Code Potent’s Update Manager
Apr24

ClassicPress Plugin Development: Create a Plugin Update Server Using Code Potent’s Update Manager

This post is part of the ClassicPress Plugin Development series in which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. WordPress manages plugin updates via the Plugin Repository; ClassicPress are building a plugin directory, but the version which will allow updates to be pushed is some time… Continue Reading Ian Grieve’s...

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Copy Value/Table from Microsoft Power BI Report
Apr23

Copy Value/Table from Microsoft Power BI Report

Do you ever wish you could copy a value or a table in a Microsoft Power BI Report?  Well, you can!  Watch Belinda show you just how simple it is! < div class=”wp-block-embed__wrapper”> <div… Continue Reading Belinda Allen’s Article on their blog Copy Value/Table from Microsoft Power BI Report Do you ever wish you could copy a value or a table in a Microsoft Power BI Report? Well, you can! Watch Belinda...

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Website Analytics With Matomo: Install
Apr23

Website Analytics With Matomo: Install

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. With the zip file of the Matomo On-Premise downloaded you need to upload that to your website. Once you’ve done that navigate to the domain name where you should see the Welcome! screen. Click Next to begin: Matomo will check to… Continue Reading Ian...

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Website Analytics With Matomo: Prerequisites
Apr22

Website Analytics With Matomo: Prerequisites

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. The prerequisites for installing the on-premise version of Matomo are quite straightforward: Matomo can be run on any operating system such as Linux (Ubuntu, RedHat, CentOS, Raspberry Pi OS, etc.), Windows, macOS Server or… Continue Reading Ian Grieve’s...

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Website Analytics With Matomo: Download Software
Apr21

Website Analytics With Matomo: Download Software

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. You can download the on-remise version of Matomo by clicking the large green button on the Matomo On-Premise page: On the next page, click the large green Download Matomo button and save the zip file. Click to show/hide the… Continue Reading Ian Grieve’s...

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Website Analytics With Matomo: What is Matomo?
Apr20

Website Analytics With Matomo: What is Matomo?

This post is part of the where I am taking a look at Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. Matomo says you can “[t]ake back control with Matomo – a powerful web analytics platform that gives you 100% data ownership”. It is a GPL licensed web analytics software platform giving you detailed reports on your website(s)… Continue Reading Ian...

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Organizing Data with Folders in Microsoft Power BI
Apr19

Organizing Data with Folders in Microsoft Power BI

Sometimes a query in Microsoft Power BI will have so many fields that it is cumbersome.  In this Tiny Tip, I will show you how to use folders to organize the query, making it easier to find the fields. < div class=”wp-block-embed__wrapper”> <div… Continue Reading Belinda Allen’s Article on their blog https://bibelinda.com/2021/04/19/organizing-data-with-folders-in-microsoft-power-bi/ Blog Syndicated with...

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Website Analytics With Matomo: Series Index
Apr19

Website Analytics With Matomo: Series Index

I’ve used a few different tools for tracking visits to my sites for a while, moving on from one tool when they made it less useful or when it stopped working. More recently I have started using Matomo which bills itself as a Google Analytics alternative that protects your data and your customers’ privacy. In this series I am going to take a look at what Matomo is and how it is implemented and… Continue Reading Ian...

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ClassicPress Plugin Development: Develop for Accessibility
Apr18

ClassicPress Plugin Development: Develop for Accessibility

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. in the last post, I discussed how plugins should be developed for them to be translated (internationalization); you should also develop for accessibility (often abbreviated… Continue Reading Ian Grieve’s...

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ClassicPress Plugin Development: Develop for Translation
Apr17

ClassicPress Plugin Development: Develop for Translation

This post is part of the ClassicPress Plugin Development series in which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. When developing plugins for ClassicPress, you should plan and develop for the plugin to be translatable. There are many posts on translation of plugins for WordPress which… Continue Reading Ian Grieve’s...

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Removing Duplicate Records in the Microsoft Power BI Query Editor
Apr16

Removing Duplicate Records in the Microsoft Power BI Query Editor

In this Tiny Tip, I will show you how to remove and check for duplicate records in the Microsoft Power BI Query Editor.  In my example, I am pulling customer information from a Sales table.  Hopefully, I am invoicing (or selling to) customers more than one time.  Check out this tiny video on how I verify my data (aka repeat business). < div class=”wp-block-embed__wrapper”> <div… Continue Reading...

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Excel Snippets: AND/OR Operators
Apr16

Excel Snippets: AND/OR Operators

I might not post many Excel snippets, but I’m collecting them into a small Excel Snippets series to make them easy to find. I’ve been doing work with quite a few clients with Jet Reports recently and one of the common requirements it to hide a row when values are blank. While the clients I am working with are experienced with Excel, they often are very good with VLOOKUP and other functions,… Continue Reading Ian...

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SQL View to Return Sales Invoice Lines
Apr15

SQL View to Return Sales Invoice Lines

I’ve been organising a demo of software which can be used to produce documentation using data from Microsoft Dynamics GP and integrate it with data from other systems or network shares. I thought about a few ways of getting the Dynamics GP data and decided that a custom SQL view returning only the required information was the best way to go. This view returns sales invoice lines and related… Continue Reading Ian...

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Referencing a Query in the Microsoft Power BI Query Editor
Apr14

Referencing a Query in the Microsoft Power BI Query Editor

In this Tiny Tip, I will show you how to break up a big flat query in the Microsoft Power BI Query Editor using Reference.  This will prevent you from having to import the same data into your data model multiple times. < div class=”wp-block-embed__wrapper”> <div… Continue Reading Belinda Allen’s Article on their blog...

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SQL View to Return Sales Invoice Headers
Apr14

SQL View to Return Sales Invoice Headers

I’ve been organising a demo of software which can be used to produce documentation using data from Microsoft Dynamics GP and integrate it with data from other systems or network shares. I thought about a few ways of getting the Dynamics GP data and decided that a custom SQL view returning only the required information was the best way to go. This view returns sales invoice headers and related… Continue Reading Ian...

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SQL View to Return Sales Quote Lines
Apr13

SQL View to Return Sales Quote Lines

I’ve been organising a demo of software which can be used to produce documentation using data from Microsoft Dynamics GP and integrate it with data from other systems or network shares. I thought about a few ways of getting the Dynamics GP data and decided that a custom SQL view returning only the required information was the best way to go. This view returns sales quote lines and related… Continue Reading Ian...

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Creating a Template Page for Consistency in Microsoft Power BI
Apr12

Creating a Template Page for Consistency in Microsoft Power BI

One of the first things I do when I start creating a Microsoft Power BI report is create a template page, which I call Blank.  When creating a (new) page, I just duplicate the template/blank page and start building.  This helps provide a consistent look for all my pages. < figcaption>By Ms Belinda… Continue Reading Belinda Allen’s Article on their blog Creating a Template Page for Consistency in Microsoft Power BI One...

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SQL View to Return Sales Quote Headers
Apr12

SQL View to Return Sales Quote Headers

I’ve been organising a demo of software which can be used to produce documentation using data from Microsoft Dynamics GP and integrate it with data from other systems or network shares. I thought about a few ways of getting the Dynamics GP data and decided that a custom SQL view returning only the required information was the best way to go. This view returns sales quote headers and related… Continue Reading Ian...

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ClassicPress Plugin Development: Add an index.php to Every Folder
Apr11

ClassicPress Plugin Development: Add an index.php to Every Folder

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. Putting an index.php in every folder is technically required and websites should be configured to disallow directory browsing anyway, but as plugins will e used by many… Continue Reading Ian Grieve’s...

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ClassicPress Plugin Development: Format of a Plugin Header
Apr10

ClassicPress Plugin Development: Format of a Plugin Header

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. As with the readme.txt file, the main plugin file needs a header containing information related to the plugin. The bare minimum which is needed in the header is the plugin… Continue Reading Ian Grieve’s...

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Error Running Fastpath hybrid Grant script
Apr08

Error Running Fastpath hybrid Grant script

In yesterdays post on encountering an error deploying the Fastpath Audit Trails to a new company, there was a problem which came up, but I forgot to mention. When the minimum permissions script (also know as the hybrid grant script) from Fastpath was run, an error in SSMS was produced which was not seen when implementing: Msg 3729, Level 16, State 1, Procedure sp_revokedbaccess, Line 51 [Batch… Continue Reading Ian...

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Error Deploying Fastpath Audit Trails to a New Company
Apr07

Error Deploying Fastpath Audit Trails to a New Company

I implemented Audit Trails from Fastpath for a client a while ago. They created the required triggers in a few company databases and all worked well. Recently they deployed the triggers to another company, but none of the data was flowing through to the portal. I did some investigation and found the triggers were working correctly as the audit tables in the company database were being… Continue Reading Ian Grieve’s Article...

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SQL Script: Get First Email from Semi-colon delimited string
Apr06

SQL Script: Get First Email from Semi-colon delimited string

I had a request to produce a SQl view for a client recently which extracted the first email address from the EmailToAddress field in the Address Electronic Funds Transfer Master (SY06000) table linked to a creditor record in Microsoft Dynamics GP. This field generally stores a single email, but sometimes stores multiple email addresses separated with a semi-colon. The below script will extract… Continue Reading Ian...

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ClassicPress Plugin Development: Format of a Plugin readme.txt
Apr04

ClassicPress Plugin Development: Format of a Plugin readme.txt

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. A ClassicPress plugin should have a readme.txt file. A readme file is where you “sell” your plugin, it’s features and benefits and why users would want to use it over the… Continue Reading Ian...

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ClassicPress Plugin Development: Structure of a Plugin
Apr03

ClassicPress Plugin Development: Structure of a Plugin

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. Before you start developing a plugin, I’d recommend deciding on the plugin structure you want to use. At the simplest level, a plugin only actually requires the file which… Continue Reading Ian...

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ClassicPress Plugin Development: Using Namespaces
Apr02

ClassicPress Plugin Development: Using Namespaces

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. In the last post in this series, on whether to use namespaces, I discussed whether they should be used or not and noted that I do not currently use them, but am debating… Continue Reading Ian Grieve’s...

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SQL View to Return Budgets with Account User-Defined Fields
Apr01

SQL View to Return Budgets with Account User-Defined Fields

I was helping a client create a budget report recently where they wanted to have the same information available in more than one reporting too. While queries could be written and embedded there is scope for them to then diverge over time; the solution to this is to create a SQL view which all of the reporting tools can then select to make sure they always have the same data. The view uses data… Continue Reading Ian...

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Excel Snippet: Preserve Decimals in Result of Formula
Mar31

Excel Snippet: Preserve Decimals in Result of Formula

I might not post many Excel snippets, but I’m collecting them into a small Excel Snippets series to make them easy to find. I do far more manipulation of data in SQL scripts than I do in Excel, but sometimes need to accomplish something in Excel for clients. This time I was working with a client using Excel to generate a Microsoft Dynamics GP macro to update some costs. We realised when… Continue Reading Ian Grieve’s...

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Excel Snippets: Series Index
Mar30

Excel Snippets: Series Index

My knowledge of using Excel is somewhat patchy; there are some things I can do easily and other simple things which I find troublesome. While I might not post many Excel snippets, I’m collecting them into a small series to make them easy to find again in future. I’ve already been doing similar posts with Network Shell Snippets, PowerShell Snippets and VBA Snippets. The series index will… Continue Reading Ian...

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Update Web Services Server Location in All Companies in Microsoft Dynamics GP
Mar29

Update Web Services Server Location in All Companies in Microsoft Dynamics GP

I have a few clients with many company in Microsoft Dynamics GP (and one with well over 100) so doing upgrades or live to test backups can require a fair few, potentially time consuming, changes to data. I’ve posted scripts to update email addresses on test in bulk before as well as a few other variations. One recent one which has come up a couple of times, is the web services server… Continue Reading Ian Grieve’s...

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ClassicPress Plugin Development: To Use Namepsaces or Not
Mar28

ClassicPress Plugin Development: To Use Namepsaces or Not

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. Namespaces are a standard feature of PHP, post version 5.2. A namespace is a way of addressing the problem of isolation. For example, if you have a function called load_cs in… Continue Reading Ian...

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ClassicPress Plugin Development: Coding Standards
Mar27

ClassicPress Plugin Development: Coding Standards

This post is part of the ClassicPress Plugin Development series n which I am going to look at both best practice for developing plugins and how I approach some requirements as well as some of the functions I commonly use. In the last post, I covered using semantic versioning or (semver) when developing plugins for ClassicPress. When developing plugins, ClassicPress largely uses the same coding… Continue Reading Ian...

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Black Boxes Printing Instead of Images on Standard Reports in Microsoft Dynamics GP Now Fixed
Mar26

Black Boxes Printing Instead of Images on Standard Reports in Microsoft Dynamics GP Now Fixed

There was a recent issue with the Report Writer reports printing a black box instead of an image. This problem was the result introduced by a Windows update and quickly acknowledged as an issue by Microsoft. This is an example of how the standard report looks when the bug is present: The Dynamics GP Support and Services Blog posted about the problem on the 12th March and have posted regular… Continue Reading Ian Grieve’s...

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Web Services for Microsoft Dynamics GP Fall 2020 Release Upgrade Error
Mar25

Web Services for Microsoft Dynamics GP Fall 2020 Release Upgrade Error

We’ve just upgraded another client to Microsoft Dynamics GP Fall 2020 Release; everything during the upgrade went smoothly until we came to upgrading the web services. The test environment was created by replicating the live servers into a sandbox environment. I was pretty much expecting to encounter the problem we did as we were moving from using a SQL Server security store to an Active… Continue Reading Ian...

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