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3d small people - negative to positive

SQL view to verify unposted SOP transaction totals in Dynamics GP

Over the years we have seen a number of situations where a sales transaction total will be calculated incorrectly. It does not happen often and we’ve never been able to reproduce this on demand, so it’s very difficult to track down the cause for this. I have also seen a number of newsgroup posts talking […]

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SQL view for easier General Ledger transaction searches in Dynamics GP

Just about every Dynamics GP customer I have worked with, at one time or another, has had occasion to search the General Ledger for a particular dollar amount. Usually, I use the Account Transactions SmartList for this and search for Debit Amount = XXX or Credit Amount = XXX (using the Match 1 or More search […]

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SQL view for Dynamics GP vendors with last activity date

I have seen many requests recently for a way to see what Dynamics GP vendors have had no recent activity. Since ‘recent’ can mean different things, I thought I would put together a view that shows the last activity date for each vendor. Once you have this you can easily filter for whatever date range you […]

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target

SQL view for Dynamics GP open year GL trial balance with month end balances

Based on a reader’s request, I have created a variation on my SQL view for Dynamics GP open year GL trial balance. This version will show you the month end balances instead of the net change for each month. Here is a sample of the results (please click on the image to see it bigger): […]

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cooking

Identify what modules your Dynamics GP sales data originates in

I have posted a lot of queries for getting sales totals from the Sales Order Processing module. However, many companies also enter transactions directly in the RM (Receivables Management) module. In that case, if you need to see the data from both of these sources, you may need to take a slightly different approach to […]

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red white puzzle

SQL script for comparing voids between RM and SOP in Dynamics GP

How do we find transactions that were voided in the Receivables Management (RM) module, but not in Sales Order Processing (SOP)? This question has come up few a times on newsgroups and also with our customers. Most recently there was a question on the Dynamics GP Community Forum about this. The script below is a slightly cleaned […]

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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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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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MVP Logo

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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