How many times has a Microsoft Dynamics GP client asked for a trial balance report that they can easily see in Microsoft Excel or even just a SmartList in Dynamics GP? Up to now, we, as consultants, were forced to try and come up with either manipulating the Accounts Payable Report Writer report exported to a csv file or the Historical Aged Trial Balance SSRS report exported out to Excel. In my mind, neither was an ideal solution to get the information out of Dynamics GP.
A couple of years ago, I came across the script linked below that would allow me to create the Accounts Payable Historical Aged Trial Balance with a SQL view and thus I was able to create a SmartList Builder report to show the Accounts Payable Historical Aged Trial Balance within SmartList…problem solved!!
The clients I have deploy this script to love having the report so accessible.
If you are looking for more tips on Dynamics GP, subscribe to our Microsoft Dynamics Community News. This publication includes technology announcements and promotions on the Microsoft Dynamics Business Solutions. If you are looking for a new Dynamics GP partner, RSM is a national partner with certified professional throughout the United States. Our Rapid Assessment® for Microsoft Dynamics will help you review your existing system and identify areas for improvement.
By: Ted Welch – Arizona Microsoft Dynamics GP partner