Here's a great time-saving tip. Set up your receivables to automatically age.
Yes, I said RECEIVABLES. In Dynamics GP, payables age automatically but receivables do not. Usually we have to manually run the receivables aging process. But did you know you can schedule receivables to age automatically too with a simple SQL script? This trick will age all customers, statement cycles, and balance types as of the current date.
Log into SQL Management Studio
Go into the Object Explorer / Management / Maintenance Plans
Right click on Maintenance Plans and select ‘New Maintenance Plan’
Name the plan – we used Daily AR Aging
Go into the toolbox on the left side
Choose Execute T-SQL Statement Task and drag into the big empty area on the right
Right click in the box and choose edit
Copy and paste in the following SQL statement (there are Unicode characters in this script – so it’s important you copy and paste)
DECLARE @O_iErrorState int, @I_dAgingDate datetime
SELECT @I_dAgingDate = CONVERT(VARCHAR(10), GETDATE(), 102)
EXEC dbo.rmAgeCustomer 0, '', 'þþþþþþþþþþþþþþþ', @I_dAgingDate,
127, 0, 0, '', @O_iErrorState OUT
Note: make sure you change the name of the database in the first line of code to your own. In this example, the database is named "two".
Next, go up and under the schedule area, click on the little schedule button to tell the system when you would like this script to run.
Best Practice from a running standpoint would be to have it run after midnight, so the date is current.
If you have multiple companies / databases, simply copy the five lines again and change the company name.
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