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.ADRSCODE=UPR00102.ADRSCODE

order by LASTNAME


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 your company name in the URL starting with the '&' symbol. 
8. Right after your company name add: &table=18
*replace the numbers with the table number found in inspection

Another cool thing you can do is move the table window to another window, so you can compare your environment to the table side by side. In order to do this, click on the open in another window symbol. 



Before URL:  https://businesscentral.dynamics.com/368c4b78-275b-413b-b945-590f23dace41/?bookmark=21%3bEgAAAAJ7BTEAMAAwADAAMA%3d%3d&node=0000233e-882d-0000-0c65-d300836bd2d2&page=22&company=Energy%20Logic&dc=0



With Table URL: https://businesscentral.dynamics.com/368c4b78-275b-413b-b945-590f23dace41/?bookmark=21%3bEgAAAAJ7BTEAMAAwADAAMA%3d%3d&node=0000233e-882d-0000-0c65-d300836bd2d2&page=22&company=Energy%20Logic&table=18

More information on this handy tool can be found here: 



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! 


Reversing a Closed Year in Dynamics GP

It's that time of year again.  The time where you need to close the year in Dynamics GP to roll forward balances but at the sam...