Microsoft Dynamics GP 2010 Integration Help
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Microsoft Dynamics® GP 2010 Integration Help
Whats new in Microsoft Dynamics GP 2010?
Context Menus
Word Templates
Unified Communications
Updated Installer Template
Integration Basics
Developing Integrations
Types of integrations
Multidictionary environment
Development process
Using a product ID
Determining the current product
Creating a development folder
Preparing for test mode
Source Code Control
Sample Integration
Sample overview
Installing the sample
Using the sample source code
Integration Components
Forms
New forms
Alternate forms
Using the Modifier
Controlling form access
Tables
Designing tables
Creating SQL tables
Granting SQL access privileges
Assigning default values to columns
Working with SQL Server
Storing account numbers
Pathnames
Reports
Alternate reports
Creating an alternate report
Using the runtime Report Writer
Controlling report access
Report Writer functions to access report data
Report writer function examples
Report Writer function reference
Word templates for reports
Procedures
Calling a procedure
Using procedure triggers
Using the script logger
Procedure list
Object Triggers
Using Triggers
Trigger benefits
Types of triggers
Registering triggers
Trigger processing procedure
Unregistering triggers
Enabling and disabling triggers
Customization Status window
Testing triggers
Form Triggers
Registering form triggers
Disabling form triggers
Multiple third-party developer issues
Focus Triggers
Registering focus triggers
Using reject script
Multiple third-party developer issues
Pending focus events
Verifying table operations
Form focus triggers
Window focus triggers
Scrolling window focus triggers
Field focus triggers
Menu focus triggers
Command focus triggers
Table buffers for focus triggers
Database Triggers
Registering database triggers
Working with table buffers
Restricting table operations
Add database triggers
Update database triggers
Delete database triggers
Read database triggers
Procedure Triggers
Registering procedure triggers
Working with parameters
Disabling procedure triggers
Function Triggers
Registering function triggers
Working with parameters
Cross-dictionary triggers
Registering cross-dictionary triggers
Responding to cross-dictionary triggers
Helper functions
Cross-dictionary database triggers
Window Elements
Browse Controls
Browse buttons
Sort lists
Push Buttons
Adding push buttons
Cancel button
Clear button
Delete button
OK button
Save button
Lookups
Using existing lookups
Lookup types
Adding a lookup control
Adding records on the fly
Creating a lookup
Scrolling window
Sort by/View options
Column headers
Refresh button
Show/Hide Detail button
Find
Select and Cancel buttons
Open and New buttons
Note
Expansions And Zooms
Expansions
Zooms
Notes
Window-level notes
Record-level notes
Password Control
Using passwords
Data Entry Conventions
Required fields
Date fields
Prompts
Auto-complete
Field groups
Tab sequence
Using product names
Navigation
Commands
Command overview
Command forms
Defining commands
Opening the command form
Closing the command form
Command security
Menus in Microsoft Dynamics GP
Menu overview
Menu implementation
Menu structure in Microsoft Dynamics GP
Viewing the menu structure
Adding to Microsoft Dynamics GP menus
Menu creation procedure
Menu creation example
Toolbars in Microsoft Dynamics GP
Toolbar overview
Toolbar implementation
Toolbars in Microsoft Dynamics GP
Adding to Microsoft Dynamics GP toolbars
Toolbar creation procedure
Navigation Pane Categories and Area Pages
Area Page
Navigation pane category
Shortcuts
Adding Shortcuts
Restricting shortcuts
Lists
List Overview
List features
List types
Categories and navigation
Opening lists by using code
List Debugging Tools
Action Pane
Action ID
Commands for the Action Pane
Command scripts
Adding to the Action Pane
Registering actions and groups
Checking action access
Verifying an action
Executing an action
Performing actions for marked rows
Logging action status
Acting on action errors
Information Pane
Information Pane layout
Adding content to the Information Pane
Adding to the Information Pane header
Adding to the Information Pane line items
Information Pane procedure reference
Card Lists
Card list form
Checking access
Creating a temporary table
Attaching tables
Table access
List columns
List options
Selecting the data to display
Filling the list
Formatting list data
Filter tokens
Action Pane
Information Pane
Row selection actions
Open and closing
List navigation
Custom list views
Transaction Lists
Transaction list form
Checking access
Creating a temporary table
Attaching tables
Table access
List columns
List options
Loading the temporary table
Selecting the data to display
Filling the list
Formatting list data
Filter tokens
Action Pane
Information Pane
Row selection actions
Open and closing
List navigation
Custom list views
Report Lists
Report types
Report series
Integrating with Report List
Adding Report List items
Retrieving Report List item information
Printing and viewing reports
Custom actions
Composite definitions
SmartList
SmartList Overview
How SmartList works
Integration types
Integration technique
Explorer procedures
SmartList objects
Adding to SmartList Objects
Columns
Go To items
Creating New SmartList Objects
Creating the SmartList object
SmartList security
Object name
Object columns
Retrieving the table name
Retrieving column datatypes
Retrieving column values
Retrieving list field types
Retrieving list field values
Adding a single row to SmartList
Retrieving records for the SmartList
Starting the retrieve and display process
SQL optimization
Go To items
Integrating with Report List
SmartList Procedure Reference
Explorer_Fill_Range_DDLs_From_Field_ID
Explorer_Get_Datatype
Explorer_Get_DDL_Type
Explorer_Get_Field_As_String_From_Table
Explorer_Get_Object_Name
Explorer_Get_Records_Background
Explorer_Get_SQL_Field_Info
Explorer_Get_SQL_Join_Info
Explorer_Get_SQL_Override_Field_Name
Explorer_Get_SQL_Query_Fields
Explorer_Get_Table_Name
Explorer_Get_User_Defined_Prompt
Explorer_GoTo_Button
Explorer_Optimize_For_SQL
Explorer_Process_SQL_Data
Application Services
Security
Microsoft Dynamics GP security model
Adding security data
Security tasks
Security task operations
Security roles
Checking security access
Excluding resources from security checks
Removing security information
Creating a new security resource type
System password
Database security
Home Pages
Roles
Adding additional roles
Adding to Home Page templates
Adding Quick Links
Adding reports
Metric overview
Creating metrics
Writing a metric procedure
Making metrics available
Metric chart reference
Setup Checklist
Setup Checklist overview
Setup Checklist structure
Adding to Setup Checklist
Help for Setup Checklist items
Online Help
Third-party help responsibilities
Using the Microsoft Dynamics GP help model
Implementing a help system
Writing a help processing procedure
Registering the help processing procedure
Help button
Creating help source files
Help issues for integrating applications
Unified Communications
Presence overview
Adding presence support to a window
Adding actions to Communicator
Packaging Your Application
Building An Application
Extracting your application
Transferring alternate forms and reports
Adding product information
Compressing your dictionary
Completing the packaging process
Using macros
Making Installation Files
Writing installation scripts
Building a chunk dictionary
Using the Auto-Chunk utility
Testing the installation process
Updating an Application
Transferring third-party resources
Common update problems
Reviewing Microsoft Dynamics GP changes
Converting data
Alternate forms and reports
Testing your application
Building an update chunk dictionary
Updating forms and reports dictionaries
Windows Installer
Windows Installer Overview
Windows Installer Services
WiX
GUIDs
Installer Template
Installer template overview
Creating an installer
Adding multiple-instance support
Patches
Patch overview
Creating a patch
Script Reference
Area Page scripts
AddCategory
AddCommand
AddContentArea
AddItems
Create
Display
Command scripts
Command_HideAndDisable
Command_ShowAndEnable
Home page scripts
AddMetric
AddMyReport()
AddNew
AddQuickLink
AddSection
AddSubSection
Create()
Commit()
Destroy
Exists()
Get()
Release
SetIndex
SetUserRole
List scripts
ActionStatus_LogActionComplete()
ActionStatus_LogError()
AddCommand()
AddGroup()
AddReport()
BuildDictSpecificID()
Columns_AddToken()
Columns_AutoGenTokensForEnumField()
ConfirmAction()
CreateDefaultColumn()
CreateDefaultCustomViewRecord()
CreateDefaultViewRecord() -- Options
CreateDefaultViewRecord() -- View
DeleteForListView() -- Options
DeleteForListView() -- Columns
DisassembleDictSpecificID
Exists()
ExistsAsAction()
ExistsAsGroup()
FindCommandInCmdList()
GetListID()
GetMarkedRecordCount()
GetMarkedRecordsTableIndex()
GetMarkedRecordsTableRef()
GetViewID()
InfoValue_ClearState()
InfoValue_IsStateSet()
InfoValue_SetState()
List_FormatBoolean()
List_FormatCurrency()
List_FormatDate()
List_FormatInteger()
List_FormatPhone()
List_FormatQuantity()
List_FormatString()
List_FormatTime()
List_GetIDsForCoreCommand
List_MultiSelectActionCompleteEvent
List_Open
List_RegisterAction()
List_RegisterGroup()
RegisterListNavigationCommand()
XMLDoc_AddColumn
XMLDoc_AddHeaderField
XMLDoc_AddLineItem
XMLDoc_AddLineItemValue
XMLDoc_Create
XMLDoc_Save
Menu scripts
AddCommandToMenu()
AddNavBarButton()
AlreadyExistsOnMenu()
FindCommandInMenu()
MenusExistForProduct()
Security scripts
AddSecurityTaskOperation()
AddTaskToRole()
CreateSecurityRole()
CreateSecurityTask()
DeleteSecurityForProduct()
Exists() -- Security Role
Exists() -- Security Task
Exists() -- Security Task Operation
Exists() -- Security Task Role
GetValidSystemPassword()
LoadListView
Security()
SetIndex
syUserInRole()
Setup Checklist scripts
AddSetupChecklistItem()
FindSetupChecklistItem()
Shortcut scripts
ScBar_AddDexForm()
ScBar_AddExternalFile()
ScBar_AddFolder()
ScBar_AddMacro()
ScBar_AddUrl()
ScBar_ItemExists
SmartList scripts
Explorer_Add_Column_To_Object
Explorer_Add_GoTo_Item
Explorer_Add_Object
Explorer_AddItem_To_ListView
Explorer_Add_SubItem_To_ListView
Explorer_Check_Stop_Processing
Explorer_Remove_Column_From_Object
Explorer_Remove_GoTo_Item
Explorer_Remove_Object
Explorer_Search_Generic
Explorer_Set_SQL_Join_Info
Explorer_Set_SQL_Query_Field
Explorer_SQL_Search_Generic
SQL scripts
GrantAccess()
SQL_GetConnection()
Toolbar scripts
AddCommandBar()
AddCommandToCmdBar()
ButtonsExistForProduct()
CmdBarIsVisible()
ExistsForUserID()
FindCommandInCmdList()
ToggleCommandBar()
Unified Communications scripts
Activate
GatherSIP()
Register
Unregister
Naming Conventions
General naming guidelines
Standard abbreviations
Data types
Formats
Fields
Tables
Forms and windows
Reports
Scripts
Native pictures
Prompts and window text
Glossary
Copyright notice
Privacy Statement
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