mechanism

SQL view for Dynamics GP open year GL trial balance

General Ledger trial balances have been a popular request lately. The view below will return a General Ledger trial balance showing the monthly net change for the first open year in your Dynamics GP. I’ve hard-coded month names to be the calendar year, if you are on a different fiscal year, you will need to […]

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orange businessmen

Emailing SOP invoices in GP 2010 made easy with GP Reports Viewer

 Background / The Problem For many companies a long awaited new feature introduced with Dynamics GP 2010 was the ability to email SOP (Sales Order Processing) invoices directly from GP. Many of our customers have started to offer emailing of invoices to their customers and are seeing an increased number of requests for emailed invoices. However, […]

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flying-credit-card

Using credit cards to pay vendors in Dynamics GP

There are a number of different ways to record paying vendors with credit cards in GP.  This is a topic that comes up periodically in newsgroups and I would like to share what I have personally found to be the most straightforward and comprehensive way.  This is a long one but at least there will be […]

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officechairguy

Year end close in Dynamics GP

Every year we get a slew of phone calls about closing the year in GP. Usually these start in December and I  thought I would beat the rush this year. Here are some resources and notes I have compiled over the years on the year end close. I will add to this post as I find more […]

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3d small people - team with the puzzles

Identifying reporting needs in a Microsoft Dynamics GP 2013 implementation

Want to learn more about identifying reporting needs when planning a Dynamics GP implementation? Check out this article adapted by MSDynamicsWorld.com from my latest book, Microsoft Dynamics GP 2013 Implementation. There are still a few weeks to go in the book giveaway – you just need to post a comment on that blog post to be entered […]

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3d small people - carrying books

Win a free copy of my latest book from Packt

I have teamed up with Packt Publishing to organize a giveaway of my latest book, “Microsoft Dynamics GP 2013 Implementation”. Three lucky winners will receive a copy of the book. To enter the giveaway, all you need to do is visit the Packt book page to check out the book details, then post your expectations from the […]

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3d small people - concept of creating

New SmartList Builder features from eOne

As promised, eOne has released new SmartList Builder features as soon as it got the product back from Microsoft. (If you’re not sure what I mean by that, here is a reminder.) I am hoping to test all of this out in the upcoming week, but in the meantime, I am very excited by some of […]

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Happy New Year – 2014

I found out today that I am going to be a Microsoft Dynamics GP MVP for another year! This makes the 10th year in a row for me. :-) I am very honored to get this award again and would like to thank everyone reading this – I could not do it without you! For those […]

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weight

How to get rid of negative payment transactions in Dynamics GP

A few versions ago Microsoft introduced the ability to enter a negative payment (Cash Receipt) for a customer in Microsoft Dynamics GP. I have now worked with a number of customers that have these negative payments sitting on customer accounts who needed help getting rid of them. Below is what this typically looks like when you’re […]

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wave of money

SQL view for Dynamics GP sales quantities and amounts by item by site by month

Here is a new view created by request for one of my blog readers. This view combines my Sales by Item by Month and Sales Quantities by Item by Site by Month views. It will return columns for each month with the quantity and sales amount side by side. The year is hard-coded to be the current year […]

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Important SmartList Builder announcement

On the heels of the Extender and Collections Management announcements over the last year, it has just been announced that SmartList Builder is joining the Microsoft Dynamics GP OEM modules “coming home”. You can read about all the reasons and details for this in Martin Olsen’s comprehensive announcement on the eOne blog. This is certainly […]

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examine files

SQL stored procedure to search an entire database

I don’t often re-post things from other blogs, but this is just too good not to share. David Musgrave recently published an update to his spSearchOnAllDB stored procedure on his blog, Developing for Dynamics GP. Simply run the script to create the stored procedure and you can search all the tables in a database for a […]

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SQL view for sales quantities by item by site by month in Dynamics GP

As many variations for item quantity summaries as I think I have posted on this blog, there is always another one to be had. A request from a reader brings us a monthly version of my Sales Quantities by Item by Year. The view below shows the total item quantity sold by site by month for […]

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SQL view for SOP sales by customer by month

Someone asked me for code to get monthly SOP sales and I could have sworn I already had that. But I searched and didn’t come up with anything, so here is a new view to show SOP sales (the total of SOP invoices less returns) by month. As usual, I am making a few assumptions (listed […]

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winner

Assign sequential numbers in SQL Server

Here is a cool little SQL Server tip from the April GP Reports Viewer newsletter. Say you have a list of rows and you want to assign sequential numbers to them, so that you always know which one is first, second, etc. Or so that you can display line numbers. This is often a need […]

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briefcase invoice

SQL view for current Receivables aging detail in Dynamics GP

Another reader request brings us this new script. Below is a view for current Receivables aging in detail. This code is only looking at functional currency and will return one row per open (unpaid) receivables transaction. I am hard-coding the aging using the following buckets and aging by due date: Current 0 to 30 Days 31 to […]

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SQL view for current Payables aging detail in Dynamics GP

I have received a few requests for a detailed version my Current Payables Aging Summary view. Here it is. This code is only looking at functional currency and will return one row per open (unpaid) payables transaction. I am hard-coding the aging using the default aging setup installed with GP, which is aging by due date and using the […]

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cook

Changing part of a string in SQL Server using REPLACE

This latest SQL Server tip comes from the Feb/March 2013 GP Reports Viewer newsletter. Have you ever needed to change part of a string in SQL Server? I have seen this come up in a variety of situations, like needing to change account names in the General Ledger or needing to show something differently when […]

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forklift

SQL view for sales quantities by item by site by year

Below is another variation on my view for sales by item by year and view for sales quantities by item by year. This one shows the total item quantity sold by site by year. The view below makes a number of assumptions (listed in the view comments in green), and I am hard coding years from 2006 through 2013 […]

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