DynamicsCon Live 2022 - Panel Session

 We shared some great insights on how to become your customer's trusted advisor, importance of common values, constant communication, clear vision, stakeholder management and above all "partnership" over "vendorship" 👏. It was great to share the stage with Partner MVP's Heidi Neuhauser, Mariano Gomez, Foyin Olajide-Bello, Connie Thompson, Cliff McDaniel and our fantastic host Rick McCutcheon.

Also in my LinkedIn Post







Comments

Post a Comment

Popular posts from this blog

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

GP Guru Level Up: Episode 2 - How to use the Replicator to create a macro with John Arnold

Image
 In continuation of my previous blog in  Episode 1  about using a macro to process NSF, I learned that there's an easiest way to create a macro using the  Replicator and it's   free for everyone!  This is developed by John Arnold , Senior Software Engineer from US Digital. Preparation steps: Go to John's website:  Rnoldz.com/ Click on Replicator >> Download the Replicator Excel File Right click on the file >>  Mark the checkbox to Unblock Security Open the Replicator File Ready your NSF macro Ready your data in Excel Here is the NSF macro template for future use: # DEXVERSION=18.00.0021.000 2 2 CheckActiveWin dictionary 'default'  form 'RM_Misc_Transaction' window 'RM_Misc_Transaction'    TypeTo field 'Customer Number' ,  '09728003SA'   MoveTo field 'Document Type' item 1  # 'Sales / Invoices'    ClickHit field 'Document Type' item 7  # 'Payments'    MoveTo field '(L) Document Number
Read more