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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SQL view for bank deposits and receipts in Dynamics GP
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 [...]
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SQL view for current Payables aging in Dynamics GP
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 [...]
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SQL view for user activity in Dynamics GP
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 | [...]
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SQL view for sales by item by month
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 [...]
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January 25, 2012


