ClassicPress Plugins Available From azurecurve | Development in 2023: Get GitHub File

ClassicPressIn this series of articles, I am going to introduce each of the plugins I have developed for ClassicPress, a hard-fork of WordPress, which was originally created to provide an alternative, yet compatible, CMS without the Gutenberg block editor.

The 20th plugin is Get GitHub File.

Get GitHub File
Gets the content of a file from a GitHub repository and outputs using the [github-file] shortcode.

Settings allow default options, such as author, folder, filename to be specified. Additional options to allow the removal or conversion of WordPress headers in readme.txt files.

Available shortcode parameters:

  • account – account on GitHub
  • branch – branch to get file from
  • folder – folder containing the file
  • file – file to get from GitHub repository
  • repository – name of GitHub repository
  • startfrom – text in file to start outputting from (e.g. # Description)
  • htmlastext – 1 to output HTMl as text and 0 to output as HTML
  • shortcodesastext – 1 to output shortcodes as text and 0 to output as shortcode
  • wordpresstitles – remove/ignore/convert

All parameters except repository can be defined as defaults in settings.

Example shortcode usage:

[github-file branch="master" repository="azrcrv-get-github-file"]

Output is in markdown, but use of a plugin such as Markdown by azurecurve | Development can convert this markdown to HTML markup.

This plugin is multisite compatible; settings need to be configured for each site.

Continue reading “ClassicPress Plugins Available From azurecurve | Development in 2023: Get GitHub File”

ClassicPress Plugins Available From azurecurve | Development in 2023: Gallery From Folder

ClassicPressIn this series of articles, I am going to introduce each of the plugins I have developed for ClassicPress, a hard-fork of WordPress, which was originally created to provide an alternative, yet compatible, CMS without the Gutenberg block editor.

The 19th plugin is Gallery From Folder.

Gallery From Folder
Gallery From Folder is a simple plugin which will read a folder and display a gallery of all thumbnails with links to the original full-size image.

The [gallery-from-folder] shortcode can be provided with either an alt_id parameter referencing a specific name or a post_id for a ClassicPress post.

An example of the shortcode is [gallery-from-folder alt_id="sample-gallery"].

Continue reading “ClassicPress Plugins Available From azurecurve | Development in 2023: Gallery From Folder”

SQL Scripts for Microsoft Dynamics GP: Return Items with Incorrect Quantities

Microsoft Dynamics GPThis script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posted the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script returns details of items where the quantity on hand does not match the sum of the goods booked in and despatched.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT RTRIM(['Inventory Transaction Amounts History'].ITEMNMBR) AS 'Item Number' ,['Item Master'].ITEMDESC AS 'Item Description' ,['Inventory Transaction Amounts History'].TRXLOCTN AS 'Location/Site' ,SUM(['Inventory Transaction Amounts History'].TRXQTY) AS 'Transaction Quantity' ,['Item Quantity Master'].QTYONHND AS 'Quantity On Hand' ,['Item Quantity Master'].ATYALLOC AS 'Quantity Allocated' ,CASE WHEN ['Item Quantity Master'].QTYONHND <> 0 THEN ['Item Quantity Master'].QTYONHND ELSE 0 END AS 'Adjustment Quantity' FROM IV30300 AS ['Inventory Transaction Amounts History'] INNER JOIN IV00101 AS ['Item Master'] ON ['Item Master'].ITEMNMBR = ['Inventory Transaction Amounts History'].ITEMNMBR INNER JOIN IV00102 AS ['Item Quantity Master'] ON ['Item Quantity Master'].ITEMNMBR = ['Inventory Transaction Amounts History'].ITEMNMBR AND ['Item Quantity Master'].LOCNCODE = ['Inventory Transaction Amounts History'].TRXLOCTN GROUP BY ['Inventory Transaction Amounts History'].ITEMNMBR ,['Item Master'].ITEMDESC ,['Inventory Transaction Amounts History'].TRXLOCTN ,['Item Quantity Master'].QTYONHND ,['Item Quantity Master'].ATYALLOC HAVING SUM(['Inventory Transaction Amounts History'].TRXQTY) <> ['Item Quantity Master'].QTYONHND GO

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

I recently did a post where I explained what default dimensions and priorities were; I’m going to break down the explanation on how to configure them into two separate posts, because, despite being very closely linked, they are maintained in different pages.

In this post I will cover the first part of the configuration, which is the default dimensions. The same page which allows you to configure defaults, also allows you to configure restrictions, but I will only look at the defaults in this post and will cover the restrictions in another post.

You can define default dimensions on any of the card records which are used to generate transactions. This would include, although not limited to, G/L accounts, customers, vendors and items. In this post, I will be showing how to set default dimensions via a vendor, but all of the pages work in the same way.

Vendor Default Dimensions

Entering a default dimension is as simple as selecting the Dimension Code[/] and then either entering or selecting the Dimension Value Code.

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
Word Template Mail Merge in Business Central: Create Word Template for Mail Merge
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Using a Word Template
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Financial), how do I…

In Microsoft Dynamics 365 Business Central (Financial), how do I…
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts

SQL Scripts for Microsoft Dynamics GP: Select Duplicate Extended Pricing Price Sheet Work Records

Microsoft Dynamics GPThis script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posted the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script was created for a client who had implemented Extended Pricing using Table IMport. The Table Import tool ia very powerful, but also very risky.

Unfortunately, when the client imported the data they had some duplicate lines in the import into the Extended Pricing Price Sheet Work (IV10401) table; this script identified which price sheet/item combinations were duplicated, so that we could then determine which price sheet/item combinations we needed to work to correct.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
SELECT DISTINCT ITEMCOUNT.PRCSHID FROM ( SELECT PRCSHID ,ITEMNMBR ,SUM(1) AS ITEMCOUNT FROM IV10401 GROUP BY PRCSHID ,ITEMNMBR ) AS ITEMCOUNT WHERE ITEMCOUNT.ITEMCOUNT > 1

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

Start Sticky Notes App With Windows 11

WindowsIn the past I used a lot of paper sticky notes to keep track of tasks or small notes on a temporary basis. Microsoft introduced the Sticky Notes application way back in 2002, but I only really started using it with Windows 8. I’m fairly sure in Windows 8 and 10, it started automatically with Windows, but since getting a Windows 11 laptop for work, it is no longer automatically starting.

Sticky Notes is now an app store app which means there isn’t a Program Files folder with an exe in to create a shortcut. However, there is an applications folder from which you can create shortcuts. To open the applications folder, you can use the following command in the Run window (Win+R):

shell:appsfolder
Applications folder opened by shell:appsforlder

You can right click and create a shortcut for the icons into the Windows Startup folder, which you can access with this shell command in the Run window:

shell:startup

From now on, whenever you start Windows, Sticky Notes will automatically launch.

SQL Scripts for Microsoft Dynamics GP: Round Extended Pricing Price Sheet Item Value

Microsoft Dynamics GPThis script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posted the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script was used to correct some prices in Extended Pricing which had been imported through table Import with too mnay decimal places; this script updates all prices to two decimal places where the item value doesn’t equal the item value to two decimal places.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
DECLARE @PRCSHID VARCHAR(15) = '2022-EURO' UPDATE IV10402 --Extended Pricing Price Sheet UofM Work (IV10402) SET PSITMVAL = ROUND(PSITMVAL,2) WHERE PSITMVAL <> ROUND(PSITMVAL,2) AND PRCSHID = @PRCSHID GO

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In recent posts of this series, I took a look at dimensions, and how global and shortcut dimensions are maintained and used. There is additional functionality wich make dimensions easier to use and which can hugely reduce the amount of effort required to add them to transactions.

The first two of these pieces of additional functionality are default dimensions and dimension priorities. I thought I’d explain these in the same post as they are very closely related.

Default dimensions allow you to specify dimensions and dimension values which are automatically applied to transactions lines as the line is being entered. These defaults can then be amended if needed, but they will be added and no effort is required if the default values are correct.

As dimensions can be assigned to G/L accounts, vendors, customers and other records in Dynamics BC, there is a choice available as to which of these should provide the default dimension during transaction entry. This is where the dimension priority comes in; you can specify in Dynamics BC the order in which the locations with default dimensions are specified are read, which will determine how the defaults are populated.

There is setup needed for both of these, which I’ll cover in the upcoming articles, but getting the defaults and priorities set up correctly can save a substantial amount of time and effort.

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
Word Template Mail Merge in Business Central: Create Word Template for Mail Merge
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Using a Word Template
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
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In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
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In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Financial), how do I…

In Microsoft Dynamics 365 Business Central (Financial), how do I…
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
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In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
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In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts

SQL Scripts for Microsoft Dynamics GP: Insert Extended Pricing Price Sheet UofM Work

Microsoft Dynamics GPThis script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posted the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script inserts data into the Extended Pricing Price Sheet UofM Work (IV10402) table and does verification for errors before inserting the data.

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk) This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int). */
/* Created by Ian Grieve of ISC Software (https://www.isc-software.com/). */ /* CREATE TEMP ERROR TABLE */ CREATE TABLE #Errors ( Error VARCHAR(1000) ,ROW_ID INT IDENTITY ) GO /* CREATE TEMP TABLE FOR IV10401 DATA */ CREATE TABLE #IV10401_IMPORT ( PRCSHID char(15) ,SEQNUMBR int ,EPITMTYP char(1) ,ITEMNMBR char(31) ,BRKPTPRC tinyint ,ACTIVE tinyint ,BASEUOFM char(9) ,PRODTCOD char(1) ,PROMOTYP smallint ,PROMOLVL smallint ) GO /* BULK INSERT */ BULK INSERT #IV10401_IMPORT FROM 'c:\temp\IV10401.txt' WITH (FIELDTERMINATOR = '\t' ,ROWTERMINATOR = '\n' ,FIRSTROW = 2 ) GO /* VALIDATE DATA */ --validate price sheet header INSERT INTO #Errors (Error) --VALUES ( SELECT 'Price Sheet does not exist: ' + CAST(['Import'].PRCSHID AS VARCHAR(100)) FROM #IV10401_IMPORT AS ['Import'] LEFT JOIN SOP10110 AS ['Extended Pricing Price Sheet Header'] --Extended Pricing Price Sheet Header (SOP10110) ON ['Extended Pricing Price Sheet Header'].PRCSHID = ['Import'].PRCSHID WHERE ['Extended Pricing Price Sheet Header'].PRCSHID IS NULL ) GO --validate price sheet rows INSERT INTO #Errors (Error) --VALUES ( SELECT 'Item ' + CAST(['Import'].ITEMNMBR AS VARCHAR(100)) + ' already exists on the price sheet: ' + CAST(['Import'].PRCSHID AS VARCHAR(100)) FROM #IV10401_IMPORT AS ['Import'] LEFT JOIN IV10401 AS ['Extended Pricing Price Sheet Work'] --Extended Pricing Price Sheet Work (IV10401) ON ['Extended Pricing Price Sheet Work'].PRCSHID = ['Import'].PRCSHID AND ['Extended Pricing Price Sheet Work'].ITEMNMBR = ['Import'].ITEMNMBR WHERE ['Extended Pricing Price Sheet Work'].ITEMNMBR IS NOT NULL ) GO --validate items INSERT INTO #Errors (Error) --VALUES ( SELECT 'Item does not exist: ' + CAST(['Import'].ITEMNMBR AS VARCHAR(100)) FROM #IV10401_IMPORT AS ['Import'] LEFT JOIN IV00101 AS ['Item Master'] --Item Master (IV00101) ON ['Item Master'].ITEMNMBR = ['Import'].ITEMNMBR WHERE ['Item Master'].ITEMNMBR IS NULL ) GO -- validate unit of measure INSERT INTO #Errors (Error) --VALUES ( SELECT 'Unit of Measure does not exist: ' + CAST(['Import'].BASEUOFM AS VARCHAR(100)) FROM #IV10401_IMPORT AS ['Import'] LEFT JOIN IV40202 AS ['Inventory U of M Schedule Detail Setup'] --Inventory U of M Schedule Detail Setup (IV40202) ON ['Inventory U of M Schedule Detail Setup'].UOFM = ['Import'].BASEUOFM WHERE ['Inventory U of M Schedule Detail Setup'].UOFM IS NULL ) GO /* INSERT NEW DATA IF NO ERRORS */ --insert price sheet header IF (SELECT COUNT(*) FROM #Errors) = 0 -- Insert if no Email Details INSERT INTO IV10401 --Extended Pricing Price Sheet Work (IV10401) ( PRCSHID ,SEQNUMBR ,EPITMTYP ,ITEMNMBR ,BRKPTPRC ,ACTIVE ,BASEUOFM ,PRODTCOD ,PROMOTYP ,PROMOLVL ) --VALUES ( SELECT DISTINCT PRCSHID ,SEQNUMBR ,EPITMTYP ,ITEMNMBR ,BRKPTPRC ,ACTIVE ,BASEUOFM ,PRODTCOD ,PROMOTYP ,PROMOLVL FROM #IV10401_IMPORT AS ['Import'] WHERE ( SELECT COUNT(['Extended Pricing Price Sheet Header'].PRCSHID) FROM IV10401 AS ['Extended Pricing Price Sheet Header'] --Extended Pricing Price Sheet Work (IV10401) WHERE ['Extended Pricing Price Sheet Header'].PRCSHID = ['Import'].PRCSHID AND ['Extended Pricing Price Sheet Header'].ITEMNMBR = ['Import'].ITEMNMBR ) = 0 ) GO /* OUTPUT ERRORS */ IF (SELECT COUNT(*) FROM #Errors) > 0 SELECT Error FROM #Errors ORDER BY ROW_ID GO /* DROP TEMP TABLES */ DROP TABLE #IV10401_IMPORT GO DROP TABLE #Errors GO

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

Excel Snippets: Get First and Last Dates of UK Tax Year

Microsoft ExcelIt doesn’t come up very often as I do a lot of work using SQL Server rather than Microsoft Excel, but every so often I do need to do some date manipulation in Excel.

In the previous article of the Excel Snippets series, I showed how to get the first and last dates of the calendar year. One of the peculiarities of the UK, is that our tax year always starts on the 6th of April.

The formula to accurately get the start of the tax year is more involved than getting the sart of a calendar year, but we can break it down to make it easier to understand.

To start with we get the year of the supplied date using the YEAR function:

=YEAR( TODAY() )

Then we check if the supplied date is before the 5th April of that year:

=TODAY() <= DATE( YEAR( TODAY() ), 4, 5 )

The date function is supplied three parameters: year, month and day, which in the above example is the output of the YEAR function, 4 and 5 for the 5th April.

This will return TRUE if it is and FALSE if it isn’t, which will effectively return 1 or 0; in the formula we subtract this from the result of the YEAR function which will give us the correct year:

=YEAR( TODAY() ) - ( TODAY() <= DATE( YEAR( TODAY() ), 4, 5 ) )

We can then wrap this in another DATE function which supplies 4 and 6 for the month and day to output the first day of the tax year:

=DATE( YEAR( TODAY() ) - ( TODAY() <= DATE( YEAR( TODAY() ), 4, 5 ) ), 4, 6 )

To get the last day of the UK tax year, we just need to copy the above formula, add a +1 to the output of the first YEAR function and change the day parameter in the outer most DATE function to 5[/:

=DATE( YEAR( TODAY() ) + 1 - ( TODAY() <= DATE( YEAR( TODAY() ), 4, 5 ) ), 4, 5 )

Updated 13/06/2023: After my error was pointed out, I’ve done some investigating and updated the post above; the formula here now is one posted by Brad Scott in response to a question on a Microsoft Community question.