D365 DUG Arizona First Virtual Meetup

 We had a successful First DUG Meetup today with D365 Users and Partners. We talked about how D365 Partners and Users can work better together. What work and didn't work during implementation. Our D365 Business Central Users shared which areas they needed help that includes Customizations, PO, Invoices, Approval Process, Asset Management, Service/Project Management, and Preventive maintenance. 






Also posted in LinkedIn

Meetup Invite Link

YouTube Link




Comments

Post a Comment

Popular posts from this blog

Bad Debt Model Quarterly

Image
 One of my users requested this report to be able to get the specific list of accounts in one report instead of going to Summary Inquiry one at a time. Solution: 1. Create an SQL View in your SQL Server by running the SQL script below USE [CO100 - @yourcompanyID] GO /****** Object:  View [dbo].[view_Open_Yr_GL_TB_Month_End]    Script Date: 10/11/2023 2:15:51 PM ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO create view [dbo].[view_Open_Yr_GL_TB_Month_End] as  -- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ -- Created July 9, 2014 by Victoria Yudin -- Flexible Solutions, Inc. -- For other code, please visit http://victoriayudin.com -- Only returns the first open year in GP -- Month names in columns use calendar fiscal year -- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~  select g.YEAR1 [Year], a.ACTNUMST Account, g.ACTDESCR [Description], c.ACCATDSC Category, sum(case g.PERIODID when 0     then g.PERDBLNC else 0 end) Beginning_Balance, sum(case wh
Read more

GP Guru Level Up: Episode 3 - How to bring your out of the box Aged Trial Balance into Smartlist

Image
 We had a great session at our Dynamics User Group Virtual with our guest speaker Marion Palaming discussing techniques in using SQL Views to create  PM and RM Aged Trial Balance into Smartlist. Here are the SQL Views used in the presentation: Disclaimer: did some minor updates from Victoria Yudin's SQL Views RECEIVABLES MODULE USE ['yourDB] GO /****** Object:  View [dbo].[RM_SMAging_CurrentDate]    Script Date: 4/21/2023 10:54:48 AM ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO CREATE VIEW [dbo].[RM_SMAging_CurrentDate] AS SELECT CM.CUSTNMBR AS Customer_ID, CM.CUSTNAME AS Customer_Name, CM.PYMTRMID AS Customer_Terms, CM.CUSTCLAS AS Customer_Class, CM.PRCLEVEL AS Price_Level, RM.CURNCYID,               CASE RM.RMDTYPAL WHEN 1 THEN 'Sale / Invoice' WHEN 3 THEN 'Debit Memo' WHEN 4 THEN 'Finance Charge' WHEN 5 THEN 'Service Repair' WHEN 6 THEN 'Warranty' WHEN 7 THEN 'Credit Memo' WHEN 8 THEN 'Return' WHEN 9 THEN &
Read more

Extract Journal Entries for Auditors using SQL Query

Twice a year, I receive a request to extract Journal Entries for Auditors.  It could have been done using the Smartlist in Dynamics GP but my End Users didn't want to use it because it is time consuming on their end. We extract into two sets:  January to August and then October to December once they are done with closing their books.  Until today, I'm still using the SQL scripts below and extract the data into Excel. OPEN YEAR select A.OPENYEAR 'Year',            TRXDATE 'Trx_Date', ORPSTDDT 'Originating_Posted_Date', A.JRNENTRY 'Journal_Entry', A.RCTRXSEQ 'Recurring_Trx_Sequence', ORTRXSRC 'Originating_TRX_Source',      A.SOURCDOC 'Source Document',            A.REFRENCE 'Reference',              ORMSTRID 'Originating_Master_ID',        ORMSTRNM 'Originating_Master_Name',             ORDOCNUM 'Originating_Doc_Number', DEBITAMT 'Debit_Amount', CRDTAMNT 'Cr
Read more