Victoria Yudin

SQL view for current Receivables aging in Dynamics GP I have created a variation on my view that shows all unapplied Receivables...
SQL view for Payables payment apply detail in GP I have published SQL views that return all posted Payables payments in...
Using credit cards to pay vendors in Dynamics GP There are a number of different ways to record paying vendors with credit...
Year end close in Dynamics GP Every year we get a slew of phone calls about closing the year in GP. Usually...

SQL view for current Receivables aging in Dynamics GP

January 25, 2012 by Victoria Yudin 11 Comments

I have created a variation on my view that shows all unapplied Receivables transactions to show customer aging in buckets. This is only looking at functional currency and will return data in summary, meaning one row per customer with a balance. I am hard-coding the aging using the default aging setup installed with GP, which is aging by [...]

Dynamics GP, GP Reports code, GP SQL scripts, Receivables SQL code

featured, GP Reports code, GP SQL view, Receivables, SQL code

SQL view for Payables payment apply detail in GP

October 22, 2009 by Victoria Yudin 52 Comments

I have published SQL views that return all posted Payables payments in Dynamics GP and Payables apply information to help identify what payments (or credits) paid off an invoice, however another frequent request is for a list of payments and their apply information. Below is a view that returns a list of all posted payments with details on how [...]

Dynamics GP, GP Reports code, GP SQL scripts, Payables SQL code

featured, GP Reports code, GP SQL view, Payables, SQL code

Using credit cards to pay vendors in Dynamics GP

January 4, 2009 by Victoria Yudin 69 Comments

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 [...]

Dynamics GP, GP 10.0, GP 2010, GP 8.0, GP 9.0

Dynamics GP, featured, Payables

Year end close in Dynamics GP

November 14, 2008 by Victoria Yudin 56 Comments

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 [...]

Dynamics GP

Dynamics GP, featured, Fixed Assets, General Ledger, Inventory, Payables, Payroll, Receivables, year end close

SQL view for sales quantities by item by year

January 23, 2012 by Victoria Yudin 2 Comments

Even since I published my view for sales by item by year I started receiving requests for the same type of view showing quantities instead of amounts. There are two ways of doing this, once from inventory and another from sales. Hard to say which is the best, as I have seen arguments for both, [...]

Dynamics GP, GP Reports code, GP SQL scripts, SOP SQL code

GP Reports code, Sales Order Processing, SQL code

SQL view for customer yearly totals in Dynamics GP

January 9, 2012 by Victoria Yudin 3 Comments

As a follow up to my SQL view for vendor yearly totals, here is something similar for customers. I have combined sales less credits/returns in one column, please take a look at the notes above the code (on lines 5 through 16 below) to see more details about the logic I am using. The code [...]

Dynamics GP, GP Reports code, GP SQL scripts, Receivables SQL code

Dynamics GP, GP Reports code, GP SQL view, Receivables, SQL code, year end close

SQL view for vendor yearly totals in Dynamics GP

January 4, 2012 by Victoria Yudin 6 Comments

There has been a lot of talk lately about the year end close Payables and Receivables. I feel like I have spent the last week or two justifying my reasoning for not needing to perform the year end close for Payables and Receivables to many of my customers and blog readers. (For more on this, [...]

Dynamics GP, GP Reports code, GP SQL scripts, Payables SQL code

Dynamics GP, GP Reports code, GP SQL view, Payables, SQL code, year end close

Happy New Year – 2012

January 2, 2012 by Victoria Yudin 14 Comments

I found out yesterday that I have been awarded the Microsoft Most Valuable Professional Award for Dynamics GP for another year. This makes the 8th year in a row for me. I am very honored to get this award again and would like to thank everyone that reads my blog – this would not be possible without you! [...]

Dynamics GP, Microsoft

awards, Microsoft MVP

SQL view to show monthly totals for Dynamics GP Vendors

December 9, 2011 by Victoria Yudin 6 Comments

In response to a reader request, I have created this new view based on my Vendor Yearly Totals view that will show monthly totals for your Dynamics GP Vendors for all years. This view will show both the numbers and names of the months and assumes that you have 12 periods corresponding to the calendar [...]

Dynamics GP, GP Reports code, GP SQL scripts, Payables SQL code

GP Reports code, GP SQL view, Payables, SQL code

Decisions Fall 2011 – GP Day is today

December 6, 2011 by Victoria Yudin 1 Comment

Come talk to us about new features in GP Reports Viewer at MSDynamicsWorld’s Decisions Fall 2011 today. I will be there all day along with our senior developer and SRS expert Mickie Stamm.

Dynamics GP, Events

Dynamics GP, MSDynamicsWorld

Protect your investment in Microsoft Dynamics GP

November 7, 2011 by Victoria Yudin 3 Comments

MSDynamicsWorld.com has just published my new article called Protect Your Investment: Five Things You Must Document in a Microsoft Dynamics GP Solution. For more of my articles on MSDynamicsWorld, take a look at my profile page. And while you’re there, don’t forget to register for Decisions Fall 2011.

Dynamics GP

articles, Dynamics GP, MSDynamicsWorld

SQL view for SOP email setup in GP 2010

October 24, 2011 by Victoria Yudin 4 Comments

I am starting to work with emailing SOP documents using Dynamics GP 2010 and new functionality that we are going to be releasing in an upcoming build of GP Reports Viewer. It’s pretty cool stuff, however, as I am working with customers to set this up, we’re finding that out-of-the box GP does not have any [...]

Dynamics GP, GP 2010, GP Reports Viewer, System/Setup SQL code

Dynamics GP, GP Reports code, GP Reports Viewer, SQL code

Holiday status poll

October 7, 2011 by Victoria Yudin 5 Comments

The holidays are coming up, so I thought I would start a little poll to see what’s happening this year…be truthful!

Miscellaneous

SQL view for bank deposits and receipts in Dynamics GP

October 6, 2011 by Victoria Yudin 5 Comments

About a year ago I published a view for a Checkbook Register and have received some follow up requests asking for a way to show the receipt details. Primarily this request seems to come from the need to see the difference in dates between the receipts and the deposits for tracking down possible bank reconciliation issues. I didn’t want to [...]

Bank Rec SQL code, Dynamics GP, GP Reports code, GP SQL scripts

Bank Reconciliation, GP Reports code, GP SQL view, SQL code

SQL view for current Payables aging in Dynamics GP

September 30, 2011 by Victoria Yudin 25 Comments

Over the past few years I have had several requests for a summary current Payables aging report that can be easily exported into Excel. Yes, you can play with the Report Writer aging report to take out the headers and make it export to Excel, but sometimes there are other reasons for wanting a report outside [...]

Dynamics GP, GP Reports code, GP SQL scripts, Payables SQL code

GP Reports code, GP SQL view, Payables, SQL code

SQL view for user activity in Dynamics GP

September 12, 2011 by Victoria Yudin 7 Comments

There are many different pieces of code that I have seen for this over the years, but more often than not what our users ask me for is a way to quickly see who is logged into GP, what company, and when did they log in. While this can easily be seen on the User Activity window (GP | [...]

Dynamics GP, GP Reports code, GP SQL scripts, System/Setup SQL code

GP Reports code, SQL code

SQL view for sales by item by month

August 29, 2011 by Victoria Yudin 21 Comments

Here is a new Dynamics GP SQL view in reponsse to a reader that liked my view for sales by item by year, but wanted to see the same thing by month. I am making a few assumptions (listed in the view comments), and am hard coding one year at a time (2011 in this example). You can easily [...]

Dynamics GP, GP Reports code, GP SQL scripts, SOP SQL code

GP Reports code, Sales Order Processing, SQL code

Older Entries

Victoria Yudin

SQL view for current Receivables aging in Dynamics GP

SQL view for Payables payment apply detail in GP

Using credit cards to pay vendors in Dynamics GP

Year end close in Dynamics GP

SQL view for sales quantities by item by year

SQL view for customer yearly totals in Dynamics GP

SQL view for vendor yearly totals in Dynamics GP

Happy New Year – 2012

SQL view to show monthly totals for Dynamics GP Vendors

Decisions Fall 2011 – GP Day is today

Protect your investment in Microsoft Dynamics GP

SQL view for SOP email setup in GP 2010

Holiday status poll

SQL view for bank deposits and receipts in Dynamics GP

SQL view for current Payables aging in Dynamics GP

SQL view for user activity in Dynamics GP

SQL view for sales by item by month

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