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Is there a report/smartlist to show the last date that a general ledger account number was used? I want to get rid of accounts no longer be utilized. Thanks.
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Tracy,
If you can do this in SQL, you can use the code here http://victoriayudin.com/2011/04/27/sql-view-for-all-gl-transactions-in-dynamics-gp/ to create a view of all GL transactions, then run the following query:
select Account_Number, Account_Description, max(Trx_Date) Last_Used
from view_GL_Trx
group by Account_Number, Account_Description
order by max(Trx_Date)
Warren's idea sounds like a good plan. There is no OOB SmartList that will provide this, although you could create one using SmartList Builder.
Tracy,
A quick group by query on GL30000 with the max. transaction date by acct index should get you started. I have not totally fleshed this out for you. Please let us know if you the actual sql syntax.
Warren
I plan to leave the account history on the account. I want to inactivate/disallow account entry on accounts no longer valid. My thought is that having less active accounts will help the system be more efficient.
What do you plan to do with the account history Tracy? Merge with another account?
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