Accessing Dynamics SL data directly from Microsoft Excel

By Mike Ranes, Raffa Technology

One of the “little known” features of Dynamics SL is its ability to access your accounting data directly from Microsoft Excel without logging into Dynamics SL (Solomon). In the example below I created a quick Excel query of accounts payable invoices and related payments directly in Microsoft Excel. Your AP accountant is able to quickly answer vendor payment information by simply filtering the query based on the information they know; such as invoice number, invoice date, vendor name or invoice amount.

RanesDSL

Notice that the check number (called adjgrefnbr in this example) is listed once for each item on the check stub. You will need to consider data security, user setup and SL licenses before implementing SQL queries. Also consider other tools available such as SL Quick Query that might meet your needs.

For further information on SQL queries, contact Mike Raines at (703) 599-2950 or mranes@raffa.com.

This entry was posted in Technology. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s