Enterprise Business Solution Specialists in Atlanta, Charlotte and Tampa

I.B.I.S. Dynamics Addons Category

Error Logs in Enterprise Scheduler

April 20th, 2009 by Jack Sowers in Enterprise Scheduler / No Comments

Ever had an error in Enterprise Scheuler?  If so, there is an easy way to track what happened.  The Enterprise Scheduler Error Log capability is a very useful tool when you need support with an application error.  The section below can also be found in the Appendix A of the Enterprise Scheduler User Guide.  The log files generated should be sent to I.B.I.S., Inc. if you should ever encounter an error for which you need assistance. Continue Reading »

Microsoft Convergence 2009 – New Orleans

March 2nd, 2009 by Jack Sowers in I.B.I.S. Dynamics Addons / No Comments

Come see all the IBIS Products at Microsoft Convergence 2009 at our Expo Booth # 1023.  You can view and gets hands-on experience with Field Service Anywhere, Enterprise Scheduler, and TaxAssist and ask questions of our knowledgable staff.  This is your chance to have one-on-one conversations with Development Team members to discover what the IBIS Products can do for your company or your customers.  Partners welcome.

See you in New Orleans, March 10-13.

TaxAssist and SQL 2008

February 11th, 2009 by Jack Sowers in TaxAssist / No Comments

A recent issue has been discovered with TaxAssist running on SQL 2008. The TA_XP.SQL and AddUsers.sql SQL scripts do not function properly on SQL 2008 when trying to add DYNGRP user/database role to “master” and “vertex” databases.

Error:
Could not find stored procedure “sp_addgroup”
Scenario:
Trying to execute TA_XP.SQL or AddUsers.SQL in SQL 2008
Reason:
In SQL 2008, DYNGRP should be added as a Database Role and the existing scripts doesn’t have that logic for it.
Workaround:
Manually add the SQL Database role “DYNGRP” to the master and Vertex database in SQL 2008 before executing the AddUsers.sql or the TA_XP.sql Continue Reading »

Did You Know? TaxAssist supports County Identifier

February 9th, 2009 by Jack Sowers in TaxAssist / 1 Comment

One of the challenges with any taxing product, is to correctly identify the specific location of an entity such as a customer, warehouse, etc..  This is because to correctly access the tax, you have to know the tax jurisdiction where you are shipping from or shipping to.  Identifying the warehouse or company code for shipping purposes is easy because you know that information already.  However, it is much harder to identify the specific location of a customer.  Continue Reading »

Field Service Anywhere Cost Benefit

December 16th, 2008 by Jack Sowers in Field Service Anywhere / No Comments

With the recent economic downturn, it is even more important that service organizations take care of their existing client base.  Better service means keeping your customers happy and that means future business for you.  However, companies also have to be better at managing their costs.  FSA can help you do that.  In case you didn’t know, here are a couple of things that Microsoft points out in regards to the efficiencies you can achieve with FSA in your organization. Continue Reading »

Enterprise Scheduler Server/Client Removal Steps

December 15th, 2008 by Jack Sowers in Enterprise Scheduler / 1 Comment

When working with the Enterprise Scheduler, there may be times that it is necessary to remove the application from a client workstation or even from an inactive Dynamics GP Company database.  In those instances, there are specific tasks which should be followed depending on your need.  The following instructions should be followed when performing the necessary tasks.

Server Removal (ie – SQL Objects Removal)

NOTE:  Performing these steps WILL remove all Enterprise Scheduler data from the company database.  It is recommended that these steps only be performed by an IT administrator with approval by the appropriate management.

Stand-Among Client Removal

Continue Reading »

Enterprise Scheduler Copy/Paste

December 1st, 2008 by Jack Sowers in Enterprise Scheduler / No Comments

Did You Know?

With the x.2.6 release of Enterprise Scheduler, you can easily copy & paste events in the schedule.  This is useful when needing to add an additional visit for a technician as a follow-up or adding an additional technician to a scheduled event.  These are called secondary events.  The copied event works the same as the original (primary) event as far as technician notification via e-mail and the copied events are easily identified as they are displayed in italics on the schedule.  Secondary events can then be moved around the same as a primary event.

To copy an event, simply select the event and perform a right mouse click. In the dropdown list, select ‘Copy’ (or optionally use CTRL-C after selecting the event). The following window shows the Copy function from the dropdown list. Continue Reading »

Enterprise Scheduler: Script to Load/Reload Tech Events

November 17th, 2008 by Jack Sowers in Enterprise Scheduler / No Comments

The Enterprise Scheduler installation provides a SQL stored procedure, SCH_Schedule_Reseed, which will load/reload service call and project data in the Schedule from standard Dynamics GP data.  However, it does not load/reload the data from the Dynamics GP Technician Schedule table, SVC00101.  In order to load/reload these events in the Schedule, the following script can be used to create a SQL stored procedure, SVC_Schedule_Reseed_Tech_Events.  Once the stored procedure is created, the script can be run with the command ‘EXEC SCH_Schedule_Reseed_Tech_Events’.  This script should be incorporated in the next release of the Enterprise Scheduler. Continue Reading »

Field Service Anywhere Devices

October 14th, 2008 by Jack Sowers in Field Service Anywhere / 1 Comment

The Microsoft Field Service Anywhere for Dynamics GP is a robust application that allows remote technicians to perform their work on laptops or handheld devices and communicate with centralized servers.  Thus allowing for more efficient technicians, better service for customers and faster time to billing for your company  Therefore, choosing the right device for your technicians is critical.  While there are some basic requirements for compatibility, there are many more considerations to factor in when making your decision.  Below are just a few things we have discovered and felt it important to share with you. Continue Reading »

Field Service Anywhere Device Data Purge

October 6th, 2008 by Jack Sowers in Field Service Anywhere / No Comments

Field Service Anywhere is architected to maintain historical data on the each mobile device. As such, the device data storage can become quite large over time depending on the transaction volume of the technician. Therefore, it is advised to periodically reset the mobile data set to a clean state and perform an initial sync again. The initial sync process is the process performed to initially load data once a new mobile device is added to the FSA system. It is recommended that you perform this process on a bi-weekly or monthly process. Continue Reading »