Showing posts from November, 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!