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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Checklinks Period setup
Microsoft Dynamics GP (Archived)

Checklinks Period setup

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Posted on by Accounting Department 1,540

I'm creating a matrix for looking up Period Endng date as we have various companies with different year-ending dates.

When summarizing SY40100 I noticed there are several companies showing a period ending date as '01/01/1900'.  The detail in this tables hows the field "ODESCTN" as "Budget Transaction Entry".

If I run a checklinks on the period setup, and those "Budget Transaction Entry" fields now have a date corresponding to the fiscal period setup.

I don't recall this step being required when we upgraded to GP2010 from GP10 recently.

Any comments on this?

Any ideas on how to easier create this matrix?  I tried multi-company smartlist in Smartlist Builder but could not get the company to show up.

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  • Accounting Department Profile Picture
    Accounting Department 1,540 on at
    Re: Checklinks Period setup

    It turns out I didn't need a matrix. I made a list in Excel with CompanyID, PeriodID, Year, Ending Date and used a SUMIFS based on what was selected in my report.

    In Smartlist Builder, for the multicompany report , I could bring in SY01500 but there are no fields in the Fiscal Period tables to join.

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Checklinks Period setup

    The Budget Transaction Entry functionality was added with GP 2010. The date of 01/01/1900 is essentially a blank date. Dexterity doesn't understand nulls, so this is the default value if no value is set.

    As for your matrix, are you looking to build something with a drop-down to pick company, and then pull up the information on that company's fiscal period setup screen?

    You can grab your list of companies from the SY01500 table in the dynamics database. That will give you the database name of the company and then you can go to that company's database and bring in their data.

    Is that right?

    Kind regards,

    Leslie

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