Subject: This KB article provides the basic parts of a Contract within Omni Price and the following parts: Contract, Contract Header, Contract Lines, Tree. Information: The Contract Maintenance window is split into two sections; the Contract Header...
Knowledge Base
How to create a new ODBC Data Source and then Set Database Location in Crystal Reports
Subject: The steps here describe an example of how to create a new ODBC Data Source and then Set Database Location in Crystal Reports. Resolution: Here are the steps to follow: Open Crystal Reports. Open an existing report or create a new one....
How to set a Report Table Field equal to a Report Parameter in a Crystal Report using a Record Selection Formula
Subject: These steps here describe how to set a Report Table Field equal to a Report Parameter in a Crystal Report using a Record Selection Formula. Resolution: The steps are as follows: Open the Crystal Reports program. Go to File | Open, browse...
Cancel the Purchase Order Print Options window when printing Purchase Orders using Dynamics Report Manager.
Subject: These steps here describe how to create a Launch Point to cancel the Purchase Order Print Options window when printing Purchase Orders using Dynamics Report Manager. Resolution: Here are the steps to follow: 1. In the Dynamics Report...
DEFAULTUSER – Security Task and Rockton Software products
Subject: You are using or setting up a new Rockton Software product, however you are not wanting to use the DEFAULTUSER Security Task with Rockton Software products, but instead want to create a new Security Task, etc. Information: By using...
How to create a SmartFill Object that uses a Window Field Value for its Repository Filter
Subject: The steps here will describe how to create a SmartFill Object that uses a Window Field Value for its Repository Filter. Resolution: Here are the steps to follow: Go to Microsoft Dynamics GP | Tools | Setup | SmartFill | Objects. In the...
Limited Users in Rockton Software products
Subject: The recent Software Bug regarding Limited Users in Dynamics GP 2013 R2 and GP 2015 has been resolved. Recommendation: Note that the latest builds, which are listed below, resolved the issue where Limited Users were not allowed to open...
Email (Outlook, CRM, SMTP) setup requirements
Subject: Dynamics Report Manager allows you to send reports via email (Batch Reports). Any emails that are sent, in this case, will be done so where Dynamics GP is being launched. Information: 1. In DRM, you can you can choose Microsoft...
Email (MAPI) setup requirements for email notifications
Subject: Auditor allows you to send email notifications for specified Audits. Any emails that are sent, in this case, will be done so where Dynamics GP is being launched. Information: A MAPI-enabled email client such as Microsoft Outlook must...
MAPI installation for Rockton products to work for emails
Subject: Both DRM and Auditor allow you to send emails or email notifications. Any emails that are sent, in this case, will be done so where Dynamics GP is being launched. Note: MAPI is used for sending emails. Information: If Dynamics GP is...