Victoria Yudin

SQL view for current Receivables aging in Dynamics GP

January 25, 2012 by Victoria Yudin 8 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 [...]

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

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, [...]

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 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 view, Payables, SQL code, year end close

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 [...]

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

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 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 [...]

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 | [...]

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 [...]

GP Reports code, Sales Order Processing, SQL code

SQL view for sales by item by year

August 11, 2011 by Victoria Yudin 25 Comments

I had a request from a blog reader for a view that shows sales of items by year. This seemed like pretty useful code to create, so I put the following view together. I am making a few assumptions (listed in the view comments), and am hard coding years from 2005 through 2011. You can easily change the years or [...]

GP Reports code, Sales Order Processing, SQL code

SQL view for all GL transactions in Dynamics GP

April 27, 2011 by Victoria Yudin 1 Comment

I have been asked a few times now to add unposted General Ledger transactions to my Posted GL Transactions view. Here it is. This view also excludes voided transactions and introduces new columns for transaction status and source doc. To see more information about GL tables in Dynamics GP, visit my GL Tables page. For more Dynamics [...]

General Ledger, GP Reports code, SQL code

SQL view for last sale date of item

March 31, 2011 by Victoria Yudin 11 Comments

An interesting question came up in response to my last SQL view showing the last sale by customer and item. How do you show the latest sale of an item and who the customer was for that particular sale? This is a bit more difficult, as you have to make two passes through the data, first [...]

GP Reports code, GP SQL view, Sales Order Processing, SQL code

SQL view for last sale by customer and item

March 29, 2011 by Victoria Yudin 7 Comments

When was the last time a particular customer bought a particular item? Here is a little view that will tell you. For other Dynamics GP views and reporting tips, take a look at my GP Reports page. Or check out the SOP Tables page for more details about reporting on SOP data. ~~~~~ CREATE VIEW view_Last_Sale_By_Customer_Item AS /******************************************************************* [...]

GP Reports code, GP SQL view, Sales Order Processing, SQL code

SQL view for current Receivables aging 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

SQL view to show monthly totals for Dynamics GP Vendors

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

SQL view for sales by item by year

SQL view for all GL transactions in Dynamics GP

SQL view for last sale date of item

SQL view for last sale by customer and item

Search this blog:

My Book

Email Subscription

GP Reports Viewer Newsletter

RSS Feeds

Links

Forums

Blogroll

Pages

Categories

Hits since 9.17.2008

Archives

Follow “Victoria Yudin”