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SQL view for sales quantities by item by year


Ever 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, but I prefer to do this from the SOP module. The view below makes a number of assumptions (listed in the view comments in green), and I am hard coding years from 2000 through 2012 as well as adding an overall total column at the end. You can easily change the years or add new ones by following the example in my code.

To see additional Dynamics GP SOP code please take look at this page. For additional GP reporting information and links, check out my GP Reports page.


create view view_Sales_Qty_by_Item_by_Year
as

--***********************************************************************************
--view_Sales_Qty_by_Item_by_Year
--Created Jan 23, 2012 by Victoria Yudin - Flexible Solutions, Inc.
--For updates see http://victoriayudin.com/gp-reports/
--Returns total sales quantities fulfilled (invoices - returns) for each item by year
--Only posted invoices and returns are included
--Quantity is calculated by multiplying by QTYBSUOM column in case other UofM's are
--     used on transations
--Voided transations are excluded
--Item Description is taken from Inventory Item Maintenance for all inventory items
--     and from SOP line items for non-inventory items
--***********************************************************************************

SELECT
D.ITEMNMBR Item_Number, D.Item_Description,
sum(case when year(D.DOCDATE) = 2000 then D.Qty else 0 end) as [2000_Qty],
sum(case when year(D.DOCDATE) = 2001 then D.Qty else 0 end) as [2001_Qty],
sum(case when year(D.DOCDATE) = 2002 then D.Qty else 0 end) as [2002_Qty],
sum(case when year(D.DOCDATE) = 2003 then D.Qty else 0 end) as [2003_Qty],
sum(case when year(D.DOCDATE) = 2004 then D.Qty else 0 end) as [2004_Qty],
sum(case when year(D.DOCDATE) = 2005 then D.Qty else 0 end) as [2005_Qty],
sum(case when year(D.DOCDATE) = 2006 then D.Qty else 0 end) as [2006_Qty],
sum(case when year(D.DOCDATE) = 2007 then D.Qty else 0 end) as [2007_Qty],
sum(case when year(D.DOCDATE) = 2008 then D.Qty else 0 end) as [2008_Qty],
sum(case when year(D.DOCDATE) = 2009 then D.Qty else 0 end) as [2009_Qty],
sum(case when year(D.DOCDATE) = 2010 then D.Qty else 0 end) as [2010_Qty],
sum(case when year(D.DOCDATE) = 2011 then D.Qty else 0 end) as [2011_Qty],
sum(case when year(D.DOCDATE) = 2012 then D.Qty else 0 end) as [2012_Qty],
sum(D.Qty) Total_Qty

FROM
(SELECT SH.DOCDATE, SD.ITEMNMBR,
 coalesce(I.ITEMDESC, SD.ITEMDESC) Item_Description,
 CASE SD.SOPTYPE
     WHEN 3 THEN SD.QTYFULFI*QTYBSUOM
     WHEN 4 THEN SD.QUANTITY*QTYBSUOM*-1
     END Qty
 FROM SOP30200 SH
 INNER JOIN
     SOP30300 SD
     ON SD.SOPNUMBE = SH.SOPNUMBE
     AND SD.SOPTYPE = SH.SOPTYPE
 LEFT OUTER JOIN
     IV00101 I
     ON I.ITEMNMBR = SD.ITEMNMBR
 WHERE SH.VOIDSTTS = 0
     AND SH.SOPTYPE IN (3,4)
     AND SD.ITEMNMBR not like 'XXXXXXXXXXXXXXX%') D

GROUP BY D.ITEMNMBR, D.Item_Description

GO
GRANT SELECT ON view_Sales_Qty_by_Item_by_Year TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

9 Responses to “SQL view for sales quantities by item by year”

  1. Could this be done by site?

Trackbacks/Pingbacks

  1. SQL view for sales quantities by item by site by year – 2/28, Victoria Yudin | Partner Compete - February 28, 2013

    [...] 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 [...]

  2. SQL view for sales quantities by item by site by year | Victoria Yudin - February 28, 2013

    [...] 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 [...]

  3. Interesting Findings & Knowledge Sharing » SQL view for sales quantities by customer by item by year - March 9, 2012

    [...] there are, people will always want more. I recently had a request for something similar to my view for sales quantities by item by year, but also adding in the customer.  Below is code for a view to accomplish this. This view makes a [...]

  4. SQL view for sales quantities by customer by item by year | Victoria Yudin - March 9, 2012

    [...] there are, people will always want more. I recently had a request for something similar to my view for sales quantities by item by year, but also adding in the customer.  Below is code for a view to accomplish this. This view makes a [...]

  5. Interesting Findings & Knowledge Sharing » SQL view for sales quantities by item by year - January 26, 2012

    [...] more here: SQL view for sales quantities by item by year VN:F [1.9.13_1145]Please wait while your rating is cast…Rating: 0.0/10 (0 votes cast)VN:F [...]

  6. SQL view for sales quantities by item by year | Victoria Yudin - DynamicAccounting.net - GP Technical Blogs - Microsoft Dynamics Community - January 24, 2012

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