Finding Data in Dynamics GP A Guide for Data Enthusiasts Rod O’Connor, MVP Business Solutions Briware Solutions Inc. #CollaborateCanada

What department do you work in? IT Finance None of the above All of the above

What are you hoping to do? Build reports Integrate Troubleshoot Issues Watch Rod teach a class, doesn’t matter what it’s about

Agenda Introductions Understanding Table Naming Conventions Useful Dynamics GP Tools for finding data Some useful ISV Tools for finding data Some websites Rod uses The “SmartList Views”    

Introduction Rod O’Connor Briware solutions Inc. Experience: Started career in accounting, then programming First implementation in 1996 ERP Consultant since 2000 (Mostly) Started Briware Solutions in 2012 as a side project Specialties: Translating geek (with particular focus on finance and IT), streamlining business processes with clever applications of technology and psychology.

Things it helps to know about Dictionary GP Functionality is delivered through Dictionaries The Dictionary is where tables are defined Not all “core” functionality is in the Dynamics dictionary Series A way of grouping objects within the dictionary. Generally align with the series buttons in the GP navigation pane Most ISV solutions – especially older ones – put all tables in the Project series

Things it helps to know about The tables’ many names Technical name: Used by Dexterity only Display name: Human readable name…mostly Physical Name: Name you see in SQL

Physical Naming Conventions Most GP table names are in the format LL##### LL (sometimes LLL) generally represents the product/module (e.g. RM = Receivables management, BSI = Briware Solutions Inc.) The ##### tends to follow some logic: 00### = “Cards” 1#### = “Unposted/Work” Data 2#### = “Posted/Open” Data 3#### = “History” Data 4#### = “Setups” 5#### = “Temp” Tables Not even a little bit true in Canadian Payroll!

Dynamics GP Data Finding Tools Resource Descriptions You all own it, regardless of GP Version “Table Import”

Tracking events as they happen DEXSQL Log SQL Server Trace

ISV Tools for Finding Data Table Finder (eOne Solutions) Ships with Smartlist Builder (Not Smartlist Designer!) Available for GP2010+, but you might need to update. GP Power Tools (Winthrop Distributed by Mekorma) Formerly Support Debugging Tool Good example here: https://victoriayudin.com/2010/07/23/new-resource-to-find- dynamics-gp-table-and-field-information/

Websites you should know about Victoria Yudin: http://victoriayudin.com/gp-tables/ Leslie Vail: http://dynamicsconfessions.blogspot.ca/2010/07/dynamics- gp-table-names.html GPWindow.com (Built by Jivtesh Singh) Basically, the MVP’s love to blog. There is good stuff out there from Mark Polino, Mariano Gomez, Belinda Allen, and Steve Endow as well.

Questions? Rod O’Connor rod@briwaresolutions.com 844-BRIWARE, ext 110 289-259-2279 (cell) @Briware_Rod www.briwaresolutions.com