Import Segment Descriptions Dynamics GP

Ok so you have this long listing of segment numbers and segment descriptions to update to your financial setup and dont know how to begin.

You can either use the import method suggested by azurecurve or follow the mailmerge method below. 

What you need:

1. Spreadsheet data source with columns -  segment_number (the segment position in the chart - segment 2 or 3 for example); segment_value (the segment value within the chart so if it is revenue the number may be 4000 for example); and segment_description.

2. Word merge template

3. End result - SQL Statement

The Word mail merge template will use the spreadsheet as the data source for the mail merge.  In this scenario we have a single statement:

update gl40200 set dscriptn = '«segment_description»' where sgmtnumb = '«segment_number»' and sgmntid = '«segment_value»'

The resulting merged data could then be saved as a SQL query and run against the relevant company database.  Note that it is best practice to validate database updates in a test environment and to have a current database backup in place before running update statements.  Given those warnings, here are the first four lines from a set of sample data:

update gl40200 set dscriptn = 'SC Contracted' where sgmtnumb = '2' and sgmntid = '101'

update gl40200 set dscriptn = 'SC I/H Janitorial' where sgmtnumb = '2' and sgmntid = '102'

update gl40200 set dscriptn = 'SC I/H Janitorial Misc' where sgmtnumb = '2' and sgmntid = '103'

update gl40200 set dscriptn = 'SC I/H HVAC Service' where sgmtnumb = '2' and sgmntid = '104'