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Flexible Solutions, Inc. – GP Reports Viewer

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TABLE OF CONTENTS

WHATS IN THIS MANUAL..................................................................................................................................... 4 CHAPTER 1: SYSTEM REQUIREMENTS ...................................................................................................................... 5 CHAPTER 2: INSTALLATION .................................................................................................................................... 7 OVERVIEW ..................................................................................................................................................... 7 SOFTWARE INSTALLATION ................................................................................................................................. 7 REGISTRATION .............................................................................................................................................. 10 GP DATABASE COMPONENT INSTALLATION........................................................................................................ 11 CLIENT INSTALLATION..................................................................................................................................... 12 UPGRADING TO A NEW BUILD OR VERSION ........................................................................................................ 13 SUMMARY OF MENU OPTIONS ........................................................................................................................ 14 DYNAMICS GP SECURITY ................................................................................................................................ 15 CHAPTER 3: SETUP ............................................................................................................................................ 16 SETUP OPTIONS ............................................................................................................................................ 16 REPORT MAINTENANCE.................................................................................................................................. 20

SETTING UP A NEW REPORT........................................................................................................................ 21

DEFAULT REPORT DESTINATIONS ................................................................................................................. 25

GLOBAL PARAMETER LOOKUP ..................................................................................................................... 27

NEXT STEPS ............................................................................................................................................. 28

REPORT GROUP MAINTENANCE................................................................................................................... 29 SECURITY MAINTENANCE................................................................................................................................ 30 CUSTOM LOOKUP MAINTENANCE..................................................................................................................... 33

STATIC LOOKUPS ...................................................................................................................................... 33

DYNAMIC LOOKUPS................................................................................................................................... 35 REPORT SHORTCUTS ...................................................................................................................................... 37 REPLACING SOP AND POP REPORTS ................................................................................................................ 41

SAMPLE REPORTS ..................................................................................................................................... 41

SETTING UP SOP AND POP REPORT REPLACEMENT........................................................................................ 47

SETTING UP SOP AND POP EMAIL REPLACEMENT .......................................................................................... 50

MODIFYING A REPORT FOR USE WITH SALES ORDER PROCESSING ...................................................................... 53

MODIFYING A REPORT FOR USE WITH PURCHASE ORDER PROCESSING................................................................ 55

USING THE POP FIELD CHANGES [OPTIONAL]................................................................................................ 57

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