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!!
Need an Accounts Payable Historical Aged Trial Balance in SmartList or SQL
The clients I have deploy this script to love having the report so accessible.
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By: Ted Welch – Arizona Microsoft Dynamics GP partner