ISC Software News & Updates

​As a purchasing user, PurchaseHQ allows me to view my orders. That is any order which I have raised either through PurchaseHQ or Microsoft Dynamics GP itself.

Read step by step instructions www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-view-my-orders/

Watch a demo video www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-view-my-orders-video/

When PurchaseHQ is not in Requisition Mode users can enter new purchase orders via the portal. ​

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For Step by Step instructions visit www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-enter-a-purchase-order/

or watch the demo video at www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-enter-a-purchase-order-video/

​PurchaseHQ makes it easy for your users to purchase and receive goods in Microsoft Dynamics GP via a secure, fully responsive, web portal with user-friendly pages accessible on any device, from anywhere, at any time.
Read more about PurchaseHQ here: ​https://www.gpelementz.com/purchasehq.html

Join us for the latest of our Dynamics GP webinar series, this one covers Reporting for Dynamics GP.
Discover the reporting tools available in Microsoft Dynamics GP and when you would use them.

​ Reporting from Microsoft Dynamics GP​

• Standard Reports
• Refreshable Excel Reports
• Reporting Service Reports
• SmartList
• SmartList Designer

Tue, May 19, 2020 4:00 PM - 4:45 PM BST

Register Online https://www.isc-software.com/events--webinars.html
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Did you know that you can configure the following setup images on PurchaseHQ 

• Background Image 
• Company Logo 
• Favicon  

Read how to configure these images on your own PurchaseHQ portal
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-setup-images/

or watch a demo video 
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-setup-images-video/

PurchaseHQ makes it easy for your users to purchase and receive goods in Microsoft Dynamics GP via a secure, fully responsive, web portal with user-friendly pages accessible on any device, from anywhere, at any time.
Read more about PurchaseHQ here: ​https://www.gpelementz.com/purchasehq.html

For step by step instructions visit
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-enter-a-purchase-requisition/

or watch the demo video at
​www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-enter-a-purchase-requisition-video/

PurchaseHQ has two types of user:

• Approval user who can approve pending approvals in Workflow.
• Transaction user who would raise requisitions, or orders depending on configuration, and receive goods.

No setup is required for approval users; any user who is a Workflow Manager or an approver can log onto the portal using their Windows User and manage their approvals.
A transactional user needs to be created in Microsoft Dynamics GP; this proves that they been granted the required level of approval to take this action.
As with creating a normal Microsoft Dynamics GP user who will access the traditional desktop or web client, this is a three stage process (you can shortcut this using the copy security function).

Read the complete article with instructions on how to grant user access
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-granting-users-access/

Watch a demo video showing you how to grant user access
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-granting-users-access-video/

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All configuation of PurchaseHQ is done through add-in installed into Microsoft Dynamics GP. The Purchasing Portal Setup window (Administration area page » Setup » System » PurchaseHQ » PurchaseHQ System Setup) is accessible initially only to the DYNSA or em>sa accounts

There are a number of options which can be defined:

1. Requisition Mode Enabled – defines whether new documents entered via the portal are to be purchase requisitions or, if not marked purchase orders.
2. Cancel order Lines – defines if users can cancel order lines via the portal.
3. Hide Costs – defines if costs should be hidden from users.
4. Allow Receipts for Non released Orders – defines if receipts can only be entered for orders which have been released (i.e. printed or emailed to vendors) or, if marked, non released orders too.
5. Show Items by Vendor – defines if only items with a Vendor Item Number created in Microsoft Dynamics GP are available in the portal; if not marked, then all items will be shown and the underlying Vendor item Numbers will be created automatically.
6. Show Sites by Item – defines if only items with a Item/Site link created in Microsoft Dynamics GP are available in the portal; if not marked, then all items will be shown and the underlying Item/Site link will be created automatically.
7. Project Accounting Purchasing Enabled – defines if Project Accounting is use or not.

Read the full article here
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-configuration/

​To see the video demonstration of the configuration
www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-configuration-video/
​

​PurchaseHQ makes it easy for your users to purchase and receive goods in Microsoft Dynamics GP via a secure, fully responsive, web portal with user-friendly pages accessible on any device, from anywhere, at any time.
Read more about PurchaseHQ here: ​https://www.gpelementz.com/purchasehq.html

View all of our webinar recordings at ​https://www.isc-software.com/webinarrecordings.html

​This post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

You can view the Introduction to PurchaseHQ [Video] video on the azurecurve blog
​ www.azurecurve.co.uk/2020/04/features-of-purchasehq-from-isc-software-introduction-to-purchasehq-video/

​Read more about PurchaseHQ here: ​https://www.gpelementz.com/purchasehq.html