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 &