Skip to main content

DUG Arizona: Frist in Person Meetup

 We had a blast on our Dynamics User Group (DUG) Arizona First in-person meetup! Everyone’s highlight was learning, meeting members in the Dynamics community and looking forward for more! 🎉

Thank you Kathy Kim for the wonderful facility! Thanks to our speakers Cecile Dinh, Mary Miller and Sean Fitzgerald. Big thanks to all attendees. See you again soon!

To join please sign-up here to be updated on our future announcements.



Comments

Popular posts from this blog

Bad Debt Model Quarterly

 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 els...

DynamicsCon Live: Room Monitor Volunteer (whole day)

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

 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 ...