Showing posts from April, 2023

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 &

Dynamics GP Community Call with Cecile Dinh & Others

With Microsoft's latest updates to Dynamics GP sales, licensing, and support plans, the future of the product may seem uncertain. In this live panel discussion, organized by MSDW and Dynamics User Group, our panel of GP veterans will review the details of Microsoft's decisions around new customer sales and support and discuss what these changes mean for the user and partner communities. We will also take audience questions and comments. Here’s the highlights: No more new GP customers in October 2025 Existing customers can still add new modules and additional users Annual enhancements renewals will increase in October 2023 Microsoft will still release updates in 2028 and beyond Do not rush in making decision to swith to new cloud ERP There are around 35,000 GP sites (customers) out there GP is a matured product it will not go anywhere Stay current in GP version There are many good ISVs or 3rd Party product out there - t