GP does not store information about who created a segment description or when, so unless you were doing your own tracking on this, I don’t believe this is possible.

-Victoria

Thanks,

Khan

Thanks for your kind words! I have not to date created any views with the intercompany module, I will put that on the wish list to consider in the future.

-Victoria

I appreciate the heads up, I have changed the link to go to Leslie’s updated post.

-Victoria

No problem at all, glad you were able to figure it out.

-Victoria

Your site is awesome. Thanks for this post.

You include a link to Leslie Vail’s Dex.ini switches on the Dynamics GP Resources page. You reference a 2008 post by Leslie. She has since updated that post, most recently in Feb 2011. See this link:
http://dynamicsconfessions.blogspot.com/2011/02/dexini-downloadable-file-updated.html

This newer post includes my favorite switch, SmartlistEnhancedExcelExport=TRUE. This has significantly improved transfer time on smartlist downloads to excel for very large collections (10,000 or more lines). There are some limitations to using this switch so beware.

This code is performing a number of ‘inner joins’, meaning it will only return records where everything matches up and all related records exist in all tables. First thing I would check is what the Balance Type for this customer is – if it is ‘Balance Forward’, then there will be no apply records stored for that customer. Next, I would verify that apply records exist for this customer (maybe history has been deleted?) by running the following code (just change the customer ID on the bottom line to yours):

select a.* from 
(select TableSource = 'Open',  CUSTNMBR Customer, 
count(*) ApplyRecords from RM20201 
group by CUSTNMBR
union all 
select TableSource = 'History',  CUSTNMBR Customer, 
count(*) ApplyRecords from RM30201
group by CUSTNMBR) a
where a.Customer = 'aaronfit0001' --change this

Please let me know what you find.

-Victoria

This looks good to me.

-Victoria

I am trying to get a data set containing all purchase order line items and associated headers for the last seven days. I am including POP30100 and POP30110 just in case someone issues a PO and receives it since that would put it in the history file. While I think the chaces of that happening are slim I do not want someone to be able to slide one through the system. This is the code that I came up with. Is there any reason to believe I will get an incomplete dataset?

SELECT POP10110.PONUMBER AS PO_Number, POP10100.POSTATUS AS PO_Status, POP10110.POLNESTA AS PO_Line_Status, POP10110.ITEMNMBR AS Item_Number,
POP10110.ITEMDESC AS Item_Description, POP10100.USER2ENT AS EnteredBy, POP10110.VENDORID AS VendorID, POP10100.VENDNAME AS VendorName,
POP10110.UOFM AS UofM, POP10110.QTYORDER AS QtyOrdered, POP10110.QTYCANCE AS QtyCanceled, POP10110.UNITCOST AS UnitCost,
POP10100.PYMTRMID AS Payment_Terms, POP10100.DOCDATE AS PO_Date, POP10100.LSTEDTDT AS Last_Edited, POP10100.MODIFDT AS Last_Modified,
POP10110.INVINDX AS Cost_Account
FROM POP10110 INNER JOIN
POP10100 ON POP10110.PONUMBER = POP10100.PONUMBER
where POP10100.LSTEDTDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP10100.REQTNDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP10100.MODIFDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP10100.CREATDDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP10110.Released_Date >=dateadd(day,datediff(day,0,GetDate())- 7,0)
UNION ALL
SELECT POP30110.PONUMBER AS PO_Number, POP30100.POSTATUS AS PO_Status, POP30110.POLNESTA AS PO_Line_Status, POP30110.ITEMNMBR AS Item_Number,
POP30110.ITEMDESC AS Item_Description, POP30100.USER2ENT AS EnteredBy, POP30110.VENDORID AS VendorID, POP30100.VENDNAME AS VendorName,
POP30110.UOFM AS UofM, POP30110.QTYORDER AS QtyOrdered, POP30110.QTYCANCE AS QtyCanceled, POP30110.UNITCOST AS UnitCost,
POP30100.PYMTRMID AS Payment_Terms, POP30100.DOCDATE AS PO_Date, POP30100.LSTEDTDT AS Last_Edited, POP30100.MODIFDT AS Last_Modified,
POP30110.INVINDX AS Cost_Account
FROM POP30110 INNER JOIN
POP30100 ON POP30110.PONUMBER = POP30100.PONUMBER
where POP30100.LSTEDTDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP30100.REQTNDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP30100.MODIFDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP30100.CREATDDT >=dateadd(day,datediff(day,0,GetDate())- 7,0) or
POP30110.Released_Date >=dateadd(day,datediff(day,0,GetDate())- 7,0)

Any way I could do this better?

I used both SQL and smartlist to view the results. I copied the view directly as you have it, no changes were made to it.

Do the payments (or credits or returns) that were applied to the missing invoices show up on the results? Did you make any changes to the code I have posted, or use it as it is? Are you looking at the results directly in SQL or somewhere else?

-Victoria

I have installed the AR Apply detail view but i’m finding there are a few invoices that do not show up on the report. The invoices have been applied just like the rest and have not been voided. I ran check links on the system, is there anything else you can suggest to get all the pertinent data listed in the report?