Cecile's Dynamics GP Blog

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',     ...

  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.

 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) Documen...

Out of the 13,000 records we drafted there were 300+ transactions with No Sufficient Fund (NSF) or bank account was not yet ready to be drafted. In this video I will show you how to create a macro to save you time and energy in processing NSF in Dynamics GP. 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'    TypeTo field '(L) Document Number' , 'PYMNT000000343441'   MoveTo field 'Void Date'    TypeTo field 'Void Date' , '01262022'   MoveTo field 'GL Posting Date'    MoveTo field '(L) NSF Button'    ClickHit field '(L) NSF Button...

 We shared love at H* Elementary School today! 27 selected students were able to join! They were showered with love and gifts! ❤️🎁 Merry Christmas!🎄

 We had a successful event at our Annual Women Christmas Social honoring the Ladies from Changing Lives Center Arizona! LinkedIn Post

  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