Almost on a daily basis I find myself looking for things like system requirements, end of support dates, build numbers and downloads for the various products that I work with. Even though search engines have greatly improved over the last few years, I still often struggle to find this information. While I consider myself to [...]
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SQL view for sales quantities by customer by item by year
Seems like no many how many variations of sales reports 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 number of [...]
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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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Microsoft Dynamics Mayhem
February 2012 is Microsoft Dynamics Mayhem month over at Packt Publishing, the publishers of my Microsoft Dynamics GP 2010 Implementation book. What does this mean for you? If you have been waiting to pick up a copy of any of the Dynamics books (this includes GP, CRM, AX, NAV and even Sure Step), this is the [...]
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SQL view for current Receivables aging in Dynamics GP
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 [...]
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SQL view for sales quantities by item by year
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, [...]
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SQL view for customer yearly totals in Dynamics GP
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 [...]
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SQL view for vendor yearly totals in Dynamics GP
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, [...]
Read moreHappy New Year – 2012
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! [...]
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SQL view to show monthly totals for Dynamics GP Vendors
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 [...]
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Decisions Fall 2011 – GP Day is today
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.
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Protect your investment in Microsoft Dynamics GP
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.
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SQL view for SOP email setup in GP 2010
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 [...]
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May 12, 2012


