Showing posts from 2019

Dynamics GP Year-End Payroll Audit List for W-2

It's that wonderful time of year for payroll administrators, where you need to validate employee information prior to sending out your W-2 wage reports.  The SQL script below can either be ran via SQL or inserted into SmartList Builder as a SQL statement and used to build a SmartList.  It will return Employee and Employee Address Information. Run the following Script against each company Database:    select UPR00100.EMPLOYID ID, CASE INACTIVE WHEN 0 THEN 'ACTIVE' when 1 THEN 'INACTIVE' END AS STATUS, LASTDAYWORKED_I LASTDAY, EMPLCLAS CLASS, LASTNAME LAST_NAME, FRSTNAME FIRST_NAME, MIDLNAME MIDDLE, UPR00100.ADRSCODE ADDRESS_CODE, SOCSCNUM SOCIAL_SEC_NUM, CASE GENDER WHEN 1 THEN 'MALE' WHEN 2 THEN 'FEMALE' END AS GENDER, DEPRTMNT DEPARTMENT, DIVISIONCODE_I DIVISION, JOBTITLE TITLE, ADDRESS1, ADDRESS2, ADDRESS3, CITY, STATE, ZIPCODE from UPR00100  left outer join UPR00102 on UPR00100.EMPLOYID=UPR00102.EMPLOYID and UPR00100.ADRSCOD

Dynamics BC Top 10 Favorite Things #4-Viewing any Business Central Table in the Browser

Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #4- Viewing any Business Central Table in the Browser For all of those interested in viewing your Business Central data kept in the table versus the interface, I have a cool trick for you! I had to use it today to review some issues we were having with sales tax posting. I needed to review the table where the data was being stored, as we have been integrating into the tables and review it against what was being manually entered for differences. It is a very easy process to do this. 1. Open up your BC Environment via URL. 2. Go to the page that you are needing to review. 3. Click on the Question Mark in the upper right corner. 4. Choose help and support 5. Click on inspect pages and data 6. Find the table number on the page inspection page 7. In your current browser URL, find the place where your company name ends and there is a '&' in the URL. Remove everything to the right of

Business Central -Team Members Capabilities in BC

Did you know there are team members licenses inside Dynamics BC? These are limited users that can:  Read anything within Dynamics 365 Business Central Update existing data and entries in Dynamics 365 Business Central - existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information. (e.g. due date on customer ledger entries) Approve or reject tasks in all workflows assigned to a user Create, edit, delete a quote for Sales or Purchasing Create, edit, delete personal information Enter a time sheet for Jobs Use PowerApps for Dynamics 365 At $8.00 a month, per user, that is quite a deal!  Below is a video I recorded with a BC Team Member License to enter, print, email, submit a purchasing quote. Due to the demo tenant, email and workflow are not setup in the demo, but you get the point! 

Top Things to Not Miss at GPUG/ User Group Summit in Orlando

Summit is my favorite time of the year and I can't believe it is almost upon us. Here is my list of top things not to miss each year. Welcome Reception for New Users - If you are a first-time attendee, this is a must attend! Get your questions answered and bond with other newbies.  Expo Reception - Appetizers, Drinks, and Giveaways- Oh My! The first night of expo is the best one to attend while there are still free-giveaways available.Save room in your suitcase to bring all these fun little things home for yourself or the kiddos.  Expo Hall- Visit my favorite top vendors and see what all the buzz is all about: EOne Solutions, Mekorma, Nodus, Avalara, Binary Stream, Jet Reports, DocLink, AvidExchange and so, so many more.... GPUG General Session- Here is where you learn the about the newest release of Dynamics GP, discover all the award winners each year, and Bob McAdam is always a great and entertaining host.  Parties- There is always a party going on at Summit. This week t
Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #3- Single Sign-On Logins & the Association with Office 365 Of all my favorite things in the world, remembering passwords and authentication questions is not one of them. Do you ever get sick of logging in and out of programs all day long? Microsoft understands this problem, which is why Dynamics 365 Business Central works with your Office 365 credentials and a single sign-on authentication. What Does This Mean?  When I log into BC and I remember my credentials, it authenticates me against my computer account which is associated with my Office 365 account. Does This Mean I Must Have Office 365 to Run Dynamics Business Central?  Yes, you must have  Office 365 licenses to run Business Central. Why the Association?  Associating your Office 365 logins with Business Central allows for quicker login access, one single password for all Microsoft products, and easy security admin for your IT users. Your
Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #2- Filter Almost Anything     One of my favorite things I feel in love with Business Central immediately was the automatic filters built into all the informational/list pages. Want to quickly filter a customer, vendor, or transaction? Try a filter. Want to filter and sort a column easily? Try a filter. Still confused? Add a filter, because filters are everywhere.     When I arrive on my customer page, I can select the filter button from the top of the list. Here I can filter the information down with multiple filters from the left pane. Even better, in the October release of BC, you will be able to save your filter preferences as a view that you can return to, time and time again. You can filter a range using the symbols (..) or filter by wild card using (*) Filter the List     If I just need to filter a specific column, I can do that as well. If I hover over a column name, I can see there is a filt

Microsoft Dynamics 365 Business Central My Top 10 Favorite Things #1

Microsoft Dynamics 365 Business Central   My Top 10 Favorite Things #1- Built-In Excel Capabilities- Refreshing and Publishing Data       As a 20 year Microsoft Dynamics GP veteran, it was hard to wrap my mind around cloud software the past few years. I have been so entrenched in SQL Servers, RDP, Workstation installs, config files, and the works. As the on-premise accounting software sales started to decline, I started to look towards the future of Dynamics Software. Last year I was on a mission to not only learn Business Central but also be able to do demos and pre-sales, just like I could with Dynamics GP. It was a huge feat and I am still learning things weekly. This blog series will focus on my top 10 favorite things so far for Business Central. This week is my first post and will focus on the built-in Excel capabilities for Dynamics BC.        One of my favorite things I feel in love with for BC, is the capabilities of pushing and pulling data directly from Excel.

Formatting Phone Numbers in SQL Reporting Services

Every time, without fail, I need to create a phone number on an SSRS report for a client and get stuck with phone formatting. Every time I am searching forums. I thought it would be awesome if it was in some amazing blog that I could visit and copy from each time. So... here it is, if not for myself, then for others: In Report Builder or visual studio, add your phone number field to the report.  Right click on that text box where you added the field and click on expression.  Clear the formula box and type in the expression below. Formula to Use:  =IIF(Fields!Phone.Value Is Nothing, Nothing, IIF(IsNumeric(Fields!Phone.Value), Format(Val(Fields!Phone.Value), "(000) 000-0000"), Fields!Phone.Value)) Note:  My field is actually called Phone. If your field is not called phone, you will need to replace it with your phone field name. (Like: Fields!E_T_PHONE_HOME.Value) Then click on OK at the bottom of the expression box. Run your report.

Verifying Email Messages Sent from Business Central

In Dynamics GP, you could always track if an email was sent by visiting the sent box of your inbox after sending the emails.  After much research, this does not occur with Dynamics BC. When setting up email, you set up one universal email account and therefore it does not prompt you for credentialing when sending emails. This leaves the user to wonder where will you find if an email was sent to a customer or vendor and how do you resend it? Enter- Interaction Log Entries in Dynamics Business Central In the search box, look for Interaction Log Entries.  The first checkbox will show you if the interaction was cancelled. The second will show you if the attempt failed.  If you go to Actions in the taskbar, you can several other options for the interactions.  If a user needs to create an interaction in 365 for Sales/BC, they can do that from this window. You can also evaluate the interaction as well.  If the user did not get the email, from here