One of the reasons I originally started this blog was to create a place to keep and organize all these resources. Since there are a lot of new versions coming out (GP, SQL, MR) I have been updating the lists on this blog and wanted to post a little refresher for all my readers on how to find these resources.

I have tried to organize by product and then version where applicable. I have also tried to put cross-links and menus everywhere I can. One of the easiest ways to find resources on my blog is to click on the Resources link at the top of this blog:

From here, if you are looking for a particular product, you can quickly choose an option and go directly to the page with links for it:

If you’re looking for more generic Dynamics GP links, choose Dynamics GP Resources from the menu. There is also a page of links for SQL Server and another for Management Reporter & FRx.

I will keep adding new useful links as I find them and adding new build numbers as they come out, but if you have useful links that you’d like to add to these lists, please let me know. In the meantime, some new, updated and useful links:

• Dynamics GP support lifecycle
• Dynamics GP 2013 links
• SQL Server service packs and versions
• SQL Server support lifecycle
• SQL 2012 edition comparison
• SQL 2012 hardware and software requirements
• Management Reporter 2012 downloads
• Management Reporter 2012 installation, migration and configuration guides
• Management Reporter versions

You can find more code like this on my SOP SQL Views and Inventory SQL Views pages. For additional GP reporting information and links, check out my GP Reports page.

CREATE VIEW view_Sales_Qty_by_Customer_Item_Year
AS

--***********************************************************************************
--view_Sales_Qty_by_Customer_Item_Year
--Created Mar 9, 2012 by Victoria Yudin - Flexible Solutions, Inc.
--For updates see http://victoriayudin.com/gp-reports/
--Returns total sales quantities fulfilled (invoices - returns) for each item
--     by customer by year
--Only posted invoices and returns are included
--Quantity is calculated by multiplying by QTYBSUOM column in case other UofM's are
--     used on transations
--Voided transations are excluded
--Invoice/Return dates are used, not GL posting dates 
--Item Description is taken from Inventory Item Maintenance for all inventory items
--     and from SOP line items for non-inventory items
--***********************************************************************************

SELECT
C.CUSTNMBR Customer_ID, C.CUSTNAME Customer_Name,
D.ITEMNMBR Item_Number, D.Item_Description,
sum(case when year(D.DOCDATE) = 2003 then D.Qty else 0 end) as [Qty_in_2003],
sum(case when year(D.DOCDATE) = 2004 then D.Qty else 0 end) as [Qty_in_2004],
sum(case when year(D.DOCDATE) = 2005 then D.Qty else 0 end) as [Qty_in_2005],
sum(case when year(D.DOCDATE) = 2006 then D.Qty else 0 end) as [Qty_in_2006],
sum(case when year(D.DOCDATE) = 2007 then D.Qty else 0 end) as [Qty_in_2007],
sum(case when year(D.DOCDATE) = 2008 then D.Qty else 0 end) as [Qty_in_2008],
sum(case when year(D.DOCDATE) = 2009 then D.Qty else 0 end) as [Qty_in_2009],
sum(case when year(D.DOCDATE) = 2010 then D.Qty else 0 end) as [Qty_in_2010],
sum(case when year(D.DOCDATE) = 2011 then D.Qty else 0 end) as [Qty_in_2011],
sum(case when year(D.DOCDATE) = 2012 then D.Qty else 0 end) as [Qty_in_2012],
sum(D.Qty) Total_Qty

FROM
(SELECT SH.DOCDATE, SH.CUSTNMBR, SD.ITEMNMBR,
 coalesce(I.ITEMDESC, SD.ITEMDESC) Item_Description,
 CASE SD.SOPTYPE
     WHEN 3 THEN SD.QTYFULFI*QTYBSUOM
     WHEN 4 THEN SD.QUANTITY*QTYBSUOM*-1
     END Qty
 FROM SOP30200 SH
 INNER JOIN
     SOP30300 SD
     ON SD.SOPNUMBE = SH.SOPNUMBE
     AND SD.SOPTYPE = SH.SOPTYPE
 LEFT OUTER JOIN
     IV00101 I
     ON I.ITEMNMBR = SD.ITEMNMBR
 WHERE SH.VOIDSTTS = 0
     AND SH.SOPTYPE IN (3,4)
     AND SD.ITEMNMBR not like 'XXXXXXXXXXXXXXX%') D

LEFT OUTER JOIN RM00101 C
  ON C.CUSTNMBR = D.CUSTNMBR

GROUP BY D.ITEMNMBR, D.Item_Description, C.CUSTNMBR, C.CUSTNAME

GO
GRANT SELECT ON view_Sales_Qty_by_Customer_Item_Year TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

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, something that we have heard many users complain about with GP’s new emailing options is how cumbersome it is to deal with both emailing and printing invoices. It’s easy if invoices are all printed or all emailed, but anything in-between requires a lot of manual sorting through records in GP or sorting through printed invoices to determine what needs to get mailed out.

 The Solution

We have come up with a really great solution for this predicament using GP Reports Viewer and I wanted to share it in the hopes that others would find this useful. I will go over how to set this up in the section following this one, but once set up, here are the steps the user would take to email and print invoices without any additional manual work or conflicts (please click on images to see them bigger if they are unclear):

1. Open Sales Batch Entry window and select your invoice batch
2. Click the Print icon
3. Choose to include Invoices, Blank Paper for the Format, Send Documents in E-mail (and Reprint Previously Printed/Sent just in case): 
4. Click Print – this will email all the invoices that can be emailed and if there are any invoices in the batch that could not be emailed, you will get an exception report with 2 possible types of Exceptions: 
   • If a customer is set up for emailing but there was no valid email address, you will get a message saying “A To, Cc, or Bcc address could not be found”. For these customers you just need to fix the email address and re-email the invoices individually. There are typically not too many of these and you could prevent this by using my SOP email setup view ahead of time to check for valid email addresses.
   • If a customer is not set up for emailing, you will get a message saying “This document type cannot be sent in e-mail for this customer”. You will see one of these messages for each invoice that needs to be printed and mailed. Here is where this gets very cumbersome out-of-the-box: if you then simply print your entire invoice batch to the printer, you would need to go through all the printed invoices one by one to pull out only the invoices you need to physically mail. While for small batches this may not be a huge deal, imagine if your batch had 250 invoices and you needed to mail 50 of them! Instead, to reprint only the invoices that need to be mailed, follow steps 5 through 8 below.
5. Open Sales Batch Entry window and select your invoice batch
6. Click the Print icon
7. Choose to include Invoices, Short Form for the Format (or any other format you want to set up for this, just not Blank Paper), Print Document and Reprint Previously Printed/Sent: 
8. Click Print – this will print only invoices for customers that are not set up for emailing invoices.

Setup / Recipe

This solution relies on the following ingredients:

1. Microsoft Dynamics GP 2010
2. Flexible Solutions’ GP Reports Viewer
3. Two versions of a Crystal or SSRS report for SOP invoices:
   • One version that prints for all customers (replacing the Blank Paper format of the SOP invoice)
   • Another version that is a copy of the first, but only prints for customers that are not set up for emailing (replacing the Short Form format of the SOP invoice)

To complete this solution you will need to set up GP Reports Viewer to replace your SOP invoices with your two reports by mapping them to the Blank Paper and Short Form formats. More information on setting up SOP replacement in GP Reports Viewer can be seen in this demo video and detailed step by step instructions are in the GP Reports Viewer User Guide.

The only task left is to create a new version of your Crystal or SSRS report that only prints for customers not set up for emailing invoices:

Add data that determines whether each customer is set up for emailing

LEFT OUTER JOIN SY04905 EC --email card documents
ON S.CUSTNMBR = EC.EmailCardID AND EC.MODULE1 = 11 AND EC.EmailSeriesID = 3 AND EC.EmailDocumentID = 3

You will also need to add a field to the data you are selecting in your stored procedure or view, for example:

case coalesce(EC.EmailDocumentFormat,0)
 when 0 then 'Not Enabled'
 else 'Enabled'
 end Email_Invoice

If your invoice report is pointing directly to SQL tables, you can add a link to my  SOP email setup view.

Add a restriction to your report so that it only prints for customers not set up for emailing invoices

In Crystal Reports you can add the following to your Record Selection formula:

and {view_Customer_SOP_Email_Setup.Email_Invoice} = "Not Enabled"

(Note that the example above is pointing to my SOP email setup view, if you are using your own view or stored procedure, please change the name accordingly.)

In SSRS you can add the following to the WHERE clause for your dataset:

and (view_Customer_SOP_Email_Setup.Email_Invoice = "Not Enabled")

(Note that the example above is pointing to my SOP email setup view, if you are using your own view or stored procedure, please change the name accordingly.)

Conclusion

The end result of this is a much happier and more productive invoicing staff.

For more information about GP Reports Viewer, please take a look at the GP Reports Viewer demo video.

Disclaimer: GP Reports Viewer is an add-on product for Dynamics GP that is created and sold by my company, Flexible Solutions. I may be slightly biased, but I think it is the best thing since sliced bread.

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 time to do it – they are all on sale through the end of February.

• Current
• 31 to 60 Days
• 61 to 90 Days
• 91 and Over

If you would like to use different aging buckets, just follow the examples in my code.

You can find more Receivables code here, or links to additional reporting resources on my GP Reports page.

create view view_Current_Receivables_Aging_Summary
as

-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
-- view_Current_Receivables_Aging_Summary
-- Created Jan 25, 2012 by Victoria Yudin - Flexible Solutions, Inc.
-- For updates see http://victoriayudin.com/gp-reports/
-- Shows current AR aging with hard-coded aging buckets
-- Tables used:
--     CM - RM00101 - Customer Master
--     CS - RM00103 – Customer Master Summary
--     RM - RM20101 - Open Transactions
-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

SELECT
CM.CUSTNMBR Customer_ID, CM.CUSTNAME Customer_Name,
CM.PYMTRMID Customer_Terms, CM.CUSTCLAS Customer_Class,
CM.PRCLEVEL Price_Level,

sum(CASE
WHEN RM.RMDTYPAL < 7 THEN RM.CURTRXAM
ELSE RM.CURTRXAM * -1
END) Total_Due,

sum(CASE
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) < 31 and RM.RMDTYPAL < 7 THEN RM.CURTRXAM
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) < 31 and RM.RMDTYPAL > 6 THEN RM.CURTRXAM *-1
ELSE 0
END) [Current],

sum(CASE
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) between 31 and 60 and RM.RMDTYPAL < 7 THEN RM.CURTRXAM
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) between 31 and 60 and RM.RMDTYPAL > 6 THEN RM.CURTRXAM * -1
ELSE 0
END) [31_to_60_Days],

sum(CASE
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) between 61 and 90 and RM.RMDTYPAL < 7 THEN RM.CURTRXAM
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) between 61 and 90 and RM.RMDTYPAL > 6 THEN RM.CURTRXAM * -1
ELSE 0
END) [61_to_90_Days],

sum(CASE
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) > 90 and RM.RMDTYPAL < 7 THEN RM.CURTRXAM
WHEN DATEDIFF(d, RM.DUEDATE, getdate()) > 90 and RM.RMDTYPAL > 6 THEN RM.CURTRXAM *-1
ELSE 0
END) [91_and_Over],

CS.LASTPYDT Last_Payment_Date,
CS.LPYMTAMT Last_Payment_Amount

FROM RM20101 RM

INNER JOIN RM00101 CM
     ON RM.CUSTNMBR = CM.CUSTNMBR
INNER JOIN RM00103 CS
     ON RM.CUSTNMBR = CS.CUSTNMBR

WHERE RM.VOIDSTTS = 0 and RM.CURTRXAM <> 0

GROUP BY CM.CUSTNMBR, CM.CUSTNAME, CM.PYMTRMID, CM.CUSTCLAS, CM.PRCLEVEL, CS.LASTPYDT,
CS.LPYMTAMT

-- add permissions for DYNGRP
GO
GRANT SELECT ON view_Current_Receivables_Aging_Summary TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

To see additional Dynamics GP SOP code please take look at this page. For additional GP reporting information and links, check out my GP Reports page.

create view view_Sales_Qty_by_Item_by_Year
as

--***********************************************************************************
--view_Sales_Qty_by_Item_by_Year
--Created Jan 23, 2012 by Victoria Yudin - Flexible Solutions, Inc.
--For updates see http://victoriayudin.com/gp-reports/
--Returns total sales quantities fulfilled (invoices - returns) for each item by year
--Only posted invoices and returns are included
--Quantity is calculated by multiplying by QTYBSUOM column in case other UofM's are
--     used on transations
--Voided transations are excluded
--Item Description is taken from Inventory Item Maintenance for all inventory items
--     and from SOP line items for non-inventory items
--***********************************************************************************

SELECT
D.ITEMNMBR Item_Number, D.Item_Description,
sum(case when year(D.DOCDATE) = 2000 then D.Qty else 0 end) as [2000_Qty],
sum(case when year(D.DOCDATE) = 2001 then D.Qty else 0 end) as [2001_Qty],
sum(case when year(D.DOCDATE) = 2002 then D.Qty else 0 end) as [2002_Qty],
sum(case when year(D.DOCDATE) = 2003 then D.Qty else 0 end) as [2003_Qty],
sum(case when year(D.DOCDATE) = 2004 then D.Qty else 0 end) as [2004_Qty],
sum(case when year(D.DOCDATE) = 2005 then D.Qty else 0 end) as [2005_Qty],
sum(case when year(D.DOCDATE) = 2006 then D.Qty else 0 end) as [2006_Qty],
sum(case when year(D.DOCDATE) = 2007 then D.Qty else 0 end) as [2007_Qty],
sum(case when year(D.DOCDATE) = 2008 then D.Qty else 0 end) as [2008_Qty],
sum(case when year(D.DOCDATE) = 2009 then D.Qty else 0 end) as [2009_Qty],
sum(case when year(D.DOCDATE) = 2010 then D.Qty else 0 end) as [2010_Qty],
sum(case when year(D.DOCDATE) = 2011 then D.Qty else 0 end) as [2011_Qty],
sum(case when year(D.DOCDATE) = 2012 then D.Qty else 0 end) as [2012_Qty],
sum(D.Qty) Total_Qty

FROM
(SELECT SH.DOCDATE, SD.ITEMNMBR,
 coalesce(I.ITEMDESC, SD.ITEMDESC) Item_Description,
 CASE SD.SOPTYPE
     WHEN 3 THEN SD.QTYFULFI*QTYBSUOM
     WHEN 4 THEN SD.QUANTITY*QTYBSUOM*-1
     END Qty
 FROM SOP30200 SH
 INNER JOIN
     SOP30300 SD
     ON SD.SOPNUMBE = SH.SOPNUMBE
     AND SD.SOPTYPE = SH.SOPTYPE
 LEFT OUTER JOIN
     IV00101 I
     ON I.ITEMNMBR = SD.ITEMNMBR
 WHERE SH.VOIDSTTS = 0
     AND SH.SOPTYPE IN (3,4)
     AND SD.ITEMNMBR not like 'XXXXXXXXXXXXXXX%') D

GROUP BY D.ITEMNMBR, D.Item_Description

GO
GRANT SELECT ON view_Sales_Qty_by_Item_by_Year TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

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 below will give you 2007 through 2012 calendar years as well as ‘life-to-date’ total sales. You can add or remove years as needed following my example.

For more Dynamics GP Receivables code, take a look at my Receivables SQL Views page. Or check out my GP Reports page for views in other modules and additional report writing and coding tips.

CREATE VIEW view_Customer_Totals_by_Year
AS

-- *********************************************************************
-- Created Jan 9, 2012 by Victoria Yudin - Flexible Solutions, Inc.
-- For updates please check http://victoriayudin.com/gp-reports/
-- Includes all posted receivables transactions in GP
-- Document dates and calendar years are used for groupings
-- Voided transactions are excluded
-- Sales amount adds Invoices, Debit Memos and Finance Charges
--      and subtracts Credit Memos and Returns
-- Amount includes subtotal plus misc amount less trade discount
-- Only fucntional currency is shown
-- Note that Returns are assumed as 'on account', if this is not
--      typically the case, Returns should be excluded
-- Total columns shows all years, not just what is shown in the columns
-- *********************************************************************

SELECT
T.CUSTNMBR [Customer ID], C.CUSTNAME [Customer Name], C.CUSTCLAS [Class ID],
sum(case when YEAR(T.DOCDATE) = 2012 then T.Amount else 0 end) [2012 Sales],
sum(case when YEAR(T.DOCDATE) = 2011 then T.Amount else 0 end) [2011 Sales],
sum(case when YEAR(T.DOCDATE) = 2010 then T.Amount else 0 end) [2010 Sales],
sum(case when YEAR(T.DOCDATE) = 2009 then T.Amount else 0 end) [2009 Sales],
sum(case when YEAR(T.DOCDATE) = 2008 then T.Amount else 0 end) [2008 Sales],
sum(case when YEAR(T.DOCDATE) = 2007 then T.Amount else 0 end) [2007 Sales],
sum(T.Amount) [Total Sales]

FROM -- all posted RM transactions, exclude voids
(SELECT  CUSTNMBR, DOCDATE, GLPOSTDT, DOCNUMBR,
 case when RMDTYPAL in (1,3,4) then (SLSAMNT + MISCAMNT - TRDISAMT)
	  when RMDTYPAL in (7,8) then -1*(SLSAMNT + MISCAMNT - TRDISAMT)
	  else 0 end Amount
 FROM RM20101
 WHERE VOIDSTTS = 0
UNION ALL
 SELECT  CUSTNMBR, DOCDATE, GLPOSTDT, DOCNUMBR,
 case when RMDTYPAL in (1,3,4) then (SLSAMNT + MISCAMNT - TRDISAMT)
	  when RMDTYPAL in (7,8) then -1*(SLSAMNT + MISCAMNT - TRDISAMT)
	  else 0 end Amount
 FROM RM30101
 WHERE VOIDSTTS = 0) T

LEFT OUTER JOIN RM00101 C  -- customer master
     ON T.CUSTNMBR = C.CUSTNMBR

GROUP BY T.CUSTNMBR, C.CUSTNAME, C.CUSTCLAS

GO
GRANT SELECT ON view_Customer_Totals_by_Year TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

My main reasoning has always been that the only thing accomplished by the year end close is updating the ‘amounts since last close’ year-to-date and last-year totals and since that can be easily (and maybe even better?) accomplished by a custom report, why waste time on the year end close for these modules in GP? However, where is this custom report?

For Payables – you now have 2 choices.  I previously published this view that results in one row per vendor per year with the columns being the different possible totals GP tracks for vendors. This is often useful for comparing year to year information for one vendor at a time.

However, many people have asked to see this in columns representing years, so they can see all the vendor totals at the same time for all the years. That’s what you have below. I included separate columns for amounts billed and paid – please take a look at the notes (in green) for more details on the logic. The code below will give you 2007 through 2012 calendar years as well as ‘life-to-date’ totals. You can add or remove years as needed following my example.

I will be posting a similar view for Receivables in the next few days, so keep an eye out. For more Dynamics GP Payables code, take a look at my Payables SQL Views page. Or check out my GP Reports page for views in other modules and additional report writing and coding tips.

CREATE VIEW view_Vendor_Totals_by_Year
AS

-- ****************************************************************
-- Created Jan 4, 2012 by Victoria Yudin - Flexible Solutions, Inc.
-- For updates please check http://victoriayudin.com/gp-reports/
-- Includes all posted payables transactions in GP
-- Document dates and calendar years are used for groupings
-- Voided transactions are excluded
-- Billed amount adds Invoices, Finance Charges and Misc Charges
--      and subtracts Credit Memos and Returns
-- Only fucntional currency is shown
-- Note that Returns are assumed as 'on account', if this is not
--      typically the case, Returns should be excluded
-- ****************************************************************

SELECT
P.VENDORID [Vendor ID],
V.VENDNAME [Vendor Name],
sum(case when year(P.DOCDATE) = 2012 and P.DOCTYPE < 6
   then P.DOCAMNT else 0 end) [2012 Billed],
sum(case when year(P.DOCDATE) = 2012 and P.DOCTYPE = 6
   then P.DOCAMNT else 0 end) [2012 Paid],
sum(case when year(P.DOCDATE) = 2011 and P.DOCTYPE < 6
   then P.DOCAMNT else 0 end) [2011 Billed],
sum(case when year(P.DOCDATE) = 2011 and P.DOCTYPE = 6
   then P.DOCAMNT else 0 end) [2011 Paid],
sum(case when year(P.DOCDATE) = 2010 and P.DOCTYPE < 6
   then P.DOCAMNT else 0 end) [2010 Billed],
sum(case when year(P.DOCDATE) = 2010 and P.DOCTYPE = 6
   then P.DOCAMNT else 0 end) [2010 Paid],
sum(case when year(P.DOCDATE) = 2009 and P.DOCTYPE < 6
   then P.DOCAMNT else 0 end) [2009 Billed],
sum(case when year(P.DOCDATE) = 2009 and P.DOCTYPE = 6
   then P.DOCAMNT else 0 end) [2009 Paid],
sum(case when year(P.DOCDATE) = 2008 and P.DOCTYPE < 6
   then P.DOCAMNT else 0 end) [2008 Billed],
sum(case when year(P.DOCDATE) = 2008 and P.DOCTYPE = 6
   then P.DOCAMNT else 0 end) [2008 Paid],
sum(case when year(P.DOCDATE) = 2007 and P.DOCTYPE < 6
   then P.DOCAMNT else 0 end) [2007 Billed],
sum(case when year(P.DOCDATE) = 2007 and P.DOCTYPE = 6
   then P.DOCAMNT else 0 end) [2007 Paid],
sum(case when P.DOCTYPE < 6 then P.DOCAMNT else 0 end) [Life Billed],
sum(case when P.DOCTYPE = 6 then P.DOCAMNT else 0 end) [Life Paid]

FROM --all posted payables transactions, exclude voids
 (SELECT VENDORID, DOCTYPE, DOCDATE, PSTGDATE,
 case when DOCTYPE in (4,5) then DOCAMNT *-1 else DOCAMNT end DOCAMNT
 FROM PM20000
 WHERE VOIDED = 0
 UNION ALL
 SELECT VENDORID, DOCTYPE, DOCDATE, PSTGDATE,
 case when DOCTYPE in (4,5) then DOCAMNT *-1 else DOCAMNT end DOCAMNT
 FROM PM30200
 WHERE VOIDED = 0) P

INNER JOIN -- vendor master
 PM00200 V
 ON V.VENDORID = P.VENDORID

GROUP BY P.VENDORID, V.VENDNAME

GO
GRANT SELECT ON view_Vendor_Totals_by_Year TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

For those curious, the Microsoft MVP program has been in place since the early 1990′s and currently recognizes about 4,000 active MVPs worldwide. You can search for MVPs by product or take a look at the list of current Dynamics GP MVPs.

Happy, healthy and prosperous 2012!

This view will show both the numbers and names of the months and assumes that you have 12 periods corresponding to the calendar months. To get results for a particular year you can run the following query against this view after creating it:

select * from view_Vendor_Monthly_Totals
where [Year] = 2011 --change the year as desired


For more Dynamics GP Payables code, take a look at my Payables SQL Views page. Or check out my GP Reports page for views in other modules and additional report writing and coding tips.

CREATE VIEW view_Vendor_Monthly_Totals
AS

-- ***************************************************************
-- view_Vendor_Monthly_Totals
-- Created Dec 9, 2011 by Victoria Yudin - Flexible Solutions, Inc.
-- For updates please see http://victoriayudin.com/gp-reports/
-- Shows totals for all AP vendors per month and year
-- Assumes periods are calendar months
-- Results shown for calendar months and functionaly currency
-- ***************************************************************

SELECT VT.VENDORID Vendor_ID,
       VM.VENDNAME Vendor_Name,
       VM.VNDCLSID Class_ID,
       case VM.VENDSTTS
          when 1 then 'Active'
          when 2 then 'Inactive'
          when 3 then 'Temporary'
          end Vendor_Status,
       case VM.TEN99TYPE
          when 1 then 'Not a 1099 Vendor'
          when 2 then 'Dividend'
          when 3 then 'Interest'
          when 4 then 'Miscellaneous'
          end [1099_Type],
       VM.PYMTRMID Payment_Terms_ID,
       VT.PERIODID Period,
       datename(month, DATEADD(month, VT.PERIODID, -1 )) [Month],
       VT.YEAR1 [Year],
       sum(VT.AMBLDLIF) Amount_Billed,
       sum(VT.AMTPDLIF) Amount_Paid,
       sum(VT.TEN99ALIF) [1099_Amount],
       sum(VT.FINCHLIF) Finance_Charges,
       sum(VT.WROFSLIF) Writeoffs,
       sum(VT.RTRNSLIF) [Returns],
       sum(VT.TRDTKLIF) Trade_Discounts,
       sum(VT.DISAVLIF) Term_Discounts_Avail,
       sum(VT.DISTKNLF) Term_Discounts_Taken,
       sum(VT.DISLSTLF) Term_Discounts_Lost,
       sum(VT.Withholding_LIFE) Withholding,
       sum(VT.NOINVLIF) Num_Of_Invoices,
       sum(VT.NFNCHLIF) Num_Of_Finance_Charges,
       VM.ADDRESS1 Address_1,
       VM.ADDRESS2 Address_2,
       VM.ADDRESS3 Address_3,
       VM.CITY City,
       VM.[STATE] [State],
       VM.ZIPCODE Zip_Code,
       VM.COUNTRY Country,
       VM.TXIDNMBR Tax_ID

FROM PM00202 VT

INNER JOIN PM00200 VM
       ON VT.VENDORID = VM.VENDORID

WHERE VT.HISTTYPE = 0

GROUP BY VT.VENDORID, VM.VENDNAME, VM.VNDCLSID, VM.VENDSTTS, VM.TEN99TYPE,
		 VM.PYMTRMID, VT.PERIODID, VT.YEAR1, VM.ADDRESS1, VM.ADDRESS2,
         VM.ADDRESS3, VM.CITY, VM.[STATE], VM.ZIPCODE, VM.COUNTRY, VM.TXIDNMBR

GO
GRANT SELECT ON view_Vendor_Monthly_Totals TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

To help with this, I have added the email tables to my Company/System Tables page and have created the view below that lists all customers, the email addresses for their default Bill To Address and what has been set up for emailing SOP documents for each of them.

create view view_Customer_SOP_Email_Setup
as

--****************************************************************
-- created 10/20/2011 by Victoria Yudin - Flexible Solutions, Inc. 
-- for updates please see http://victoriayudin.com/gp-reports/ 
-- only shows email addresses for the default bill to address
-- ***************************************************************

select
CM.CUSTNMBR Customer_ID,
CM.CUSTNAME Customer_Name,
CM.PRBTADCD Default_Bill_To_Address_ID,
coalesce(II.EmailToAddress,'') Email_To,
coalesce(II.EmailCcAddress,'') Email_Cc,
coalesce(II.EmailBccAddress,'') Email_Bcc,
case E1.EmailDocumentEnabled
	when 1 then case E1.EmailDocumentFormat
		when 1 then 'DOCX'
		when 2 then 'HTML'
		when 3 then 'PDF'
		when 4 then 'XPS'
		else ''
		end
	else 'Not enabled'
	end Email_SOP_Quote,
case E2.EmailDocumentEnabled
	when 1 then case E2.EmailDocumentFormat
		when 1 then 'DOCX'
		when 2 then 'HTML'
		when 3 then 'PDF'
		when 4 then 'XPS'
		else ''
		end
	else 'Not enabled'
	end Email_SOP_Order,
case E3.EmailDocumentEnabled
	when 1 then case E3.EmailDocumentFormat
		when 1 then 'DOCX'
		when 2 then 'HTML'
		when 3 then 'PDF'
		when 4 then 'XPS'
		else ''
		end
	else 'Not enabled'
	end Email_SOP_Invoice,
case E4.EmailDocumentEnabled
	when 1 then case E4.EmailDocumentFormat
		when 1 then 'DOCX'
		when 2 then 'HTML'
		when 3 then 'PDF'
		when 4 then 'XPS'
		else ''
		end
	else 'Not enabled'
	end Email_SOP_Return,
case E6.EmailDocumentEnabled
	when 1 then case E6.EmailDocumentFormat
		when 1 then 'DOCX'
		when 2 then 'HTML'
		when 3 then 'PDF'
		when 4 then 'XPS'
		else ''
		end
	else 'Not enabled'
	end Email_SOP_Fulfillment_Order

FROM RM00101 CM  --customer master 
LEFT OUTER JOIN RM00102 CA  --customer addresses
ON CM.CUSTNMBR = CA.CUSTNMBR and CM.PRBTADCD = CA.ADRSCODE

LEFT OUTER JOIN SY01200 II  --internet information
ON CM.CUSTNMBR = II.Master_ID and II.Master_Type = 'CUS'
     and CM.PRBTADCD = II.ADRSCODE

LEFT OUTER JOIN SY04905 E1  --email setup for SOP Quote 
ON CM.CUSTNMBR = E1.EmailCardID AND E1.MODULE1 = 11
     AND E1.EmailDocumentID = 1

LEFT OUTER JOIN SY04905 E2  --email setup for SOP Order 
ON CM.CUSTNMBR = E2.EmailCardID AND E2.MODULE1 = 11
     AND E2.EmailDocumentID = 2

LEFT OUTER JOIN SY04905 E3  --email setup for SOP Invoice
ON CM.CUSTNMBR = E3.EmailCardID AND E3.MODULE1 = 11
     AND E3.EmailDocumentID = 3

LEFT OUTER JOIN SY04905 E4  --email setup for SOP Return
ON CM.CUSTNMBR = E4.EmailCardID AND E4.MODULE1 = 11
     AND E4.EmailDocumentID = 4

LEFT OUTER JOIN SY04905 E6  --email setup for SOP Fulfillment Order 
ON CM.CUSTNMBR = E6.EmailCardID AND E6.MODULE1 = 11
     AND E6.EmailDocumentID = 6

GO
GRANT SELECT ON view_Customer_SOP_Email_Setup TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

The view below shows all the posted deposits and the associated receipts.  Each receipt is on a separate line and the deposit information will be repeated as many times as there are receipts in that deposit.

~~~~~

CREATE VIEW view_Bank_Deposits_and_Receipts
as

/*******************************************************************
view_Bank_Deposits_and_Receipts
Created on Oct 6, 2011 by Victoria Yudin
For updates please see http://victoriayudin.com/gp-reports/
All bank rec deposits with their receipts - one line per receipt
Includes voided transactions
Tables:
CM20200 - bank transactions
CM20300 - bank receipts
CM40101 - transaction type setup
*******************************************************************/

SELECT
     T.CHEKBKID Checkbook_ID,
     T.CMTrxNum Deposit_Number,
     T.TRXDATE Deposit_Date,
     T.GLPOSTDT Deposit_GL_Posting_Date,
     T.Checkbook_Amount Deposit_Amount,
     T.CURNCYID Currency_ID,
     T.DSCRIPTN 'Description',
     T.ClrdAmt Cleared_Amount,
     CASE T.Recond
     WHEN 1 THEN 'Yes'
       ELSE 'No'
       END Reconciled,
     T.AUDITTRAIL Audit_Trail,
     CASE T.VOIDED
       WHEN 1 THEN 'Yes'
       ELSE 'No'
       END Deposit_Voided,
     R.RCPTNMBR Receipt_Number,
     R.receiptdate Receipt_Date,
     R.GLPOSTDT Receipt_GL_Posting_Date,
     CASE R.RcpType
       WHEN 1 THEN 'Check'
       WHEN 2 THEN 'Cash'
       WHEN 3 THEN 'Credit Card'
       END Receipt_Type,
     R.RcvdFrom Received_From,
     R.ORIGAMT Originating_Amount,
     R.Checkbook_Amount Receipt_Amount,
     R.CURNCYID Receipt_Currency,
     CASE R.VOIDED
       WHEN 1 THEN 'Yes'
       ELSE 'No'
       END Receipt_Voided

FROM CM20200 T

LEFT OUTER JOIN CM40101 D
ON D.CMTrxType = T.CMTrxType

LEFT OUTER JOIN CM20300 R
ON R.depositnumber = T.CMTrxNum

WHERE D.DOCABREV = 'DEP'

/** the following will grant permissions to this view to DYNGRP,
leave this section off if you do not want to grant permissions **/
GO
GRANT SELECT ON view_Bank_Deposits_and_Receipts TO DYNGRP

~~~~~

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

Below is a script to create a view for this. It is only looking at functional currency and will return one row per vendor with a balance. I am hard-coding the aging using the default aging setup installed with GP, which is aging by due date and using the following buckets:

• Current
• 31 to 60 Days
• 61 to 90 Days
• 91 and Over

If you would like to use different aging buckets, just follow the examples in my code.

create view view_Current_Payables_Aging_Summary
as

-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
-- view_Current_Payables_Aging_Summary
-- Created Sep 30, 2011 by Victoria Yudin - Flexible Solutions, Inc.
-- For updates please see http://victoriayudin.com/gp-reports/
-- Shows current AP aging
-- Functional currency only
-- Updated on Jan 25, 2012 to fix all aging buckets to use due dates
-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

SELECT
VM.VENDORID Vendor_ID, VM.VENDNAME Vendor_Name, 
VM.VNDCLSID Vendor_Class, VM.PYMTRMID Vendor_Terms,

sum(CASE
   WHEN P.DOCTYPE < 4 THEN P.CURTRXAM
   ELSE P.CURTRXAM * -1
   END) Unapplied_Amount,

sum(CASE
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) < 31 and P.DOCTYPE < 4 THEN P.CURTRXAM
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) < 31 and P.DOCTYPE > 3 THEN P.CURTRXAM * -1
   ELSE 0
   END) [Current],

sum(CASE
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) between 31 and 60 
      and P.DOCTYPE < 4 THEN P.CURTRXAM
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) between 31 and 60 
      and P.DOCTYPE > 3 THEN P.CURTRXAM * -1
   ELSE 0
   END) [31_to_60_Days],

sum(CASE
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) between 61 and 90
      and P.DOCTYPE < 4 THEN P.CURTRXAM
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) between 61 and 90
      and P.DOCTYPE > 3 THEN P.CURTRXAM * -1
   ELSE 0
   END) [61_to_90_Days],

sum(CASE
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) > 90 and P.DOCTYPE < 4 THEN P.CURTRXAM
   WHEN DATEDIFF(d, P.DUEDATE, getdate()) > 90 and P.DOCTYPE > 3 THEN P.CURTRXAM * -1
   ELSE 0
   END) [91_and_Over]

FROM PM00200 VM  --vendor master
INNER JOIN PM20000 P  --open payables
   ON P.VENDORID = VM.VENDORID

WHERE P.CURTRXAM <> 0 AND VOIDED = 0

GROUP BY VM.VENDORID, VM.VENDNAME, VM.PYMTRMID, VM.VNDCLSID

-- add permissions for DYNGRP
GO
GRANT SELECT ON view_Current_Payables_Aging_Summary TO DYNGRP

style=”text-align: justify;”>Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

Below is a view to show all the users logged in and a count of the batches, resources and tables each user has locked or open. Please note that this code will not show details of what the users have locked or open, just the counts. The idea behind this is that if a user has something locked, you may not want to simply delete them out of the ACTIVITY table, because those resources, tables or batches will still be locked by the user. This code can also be helpful to monitor users who are not logging out of the system at night or have multiple companies open.

~~~~~

CREATE VIEW view_User_Activity
AS
/*
view_User_Activity
created Sep 12, 2011 by Victoria Yudin
for updates please see http://victoriayudin.com/gp-reports/
*/

SELECT
a.USERID GP_User_ID,
um.USERNAME [User_Name],
a.CMPNYNAM Company_Name,
a.LOGINDAT+a.LOGINTIM Login_Date_and_Time,
coalesce(b.batch_count,0) Batch_Activity_Records,
coalesce(r.resource_count,0) Resource_Activity_Records,
coalesce(t.table_locks,0) Table_Lock_Records

FROM DYNAMICS..ACTIVITY a

LEFT OUTER JOIN
(SELECT USERID, count(*) batch_count
 FROM DYNAMICS..SY00800
 GROUP BY USERID) b -- batch activity
ON a.USERID = b.USERID

LEFT OUTER JOIN
(SELECT USERID, count(*) resource_count
 FROM DYNAMICS..SY00801
 GROUP BY USERID) r -- resource activity
ON a.USERID = r.USERID

LEFT OUTER JOIN
(SELECT Session_ID, COUNT(*) table_locks
 FROM tempdb..DEX_LOCK
 GROUP BY Session_ID) t -- table locks
ON a.SQLSESID = t.Session_ID

LEFT OUTER JOIN
DYNAMICS..SY01400 um -- user master
ON a.USERID = um.USERID

/** the following will grant permissions to this view to DYNGRP,
leave this section off if you do not want to grant permissions **/
GO
GRANT SELECT ON view_User_Activity TO DYNGRP

~~~~~

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

<code>create view view_Sales_by_Item_by_Month
as

-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
-- view_Sales_by_Item_by_Month
-- Created Aug 29, 2011 by Victoria Yudin - Flexible Solutions, Inc.
-- For updates see http://victoriayudin.com/gp-reports/
-- Returns total sales (invoices - returns) for each item by month 
--     (for the specified year)
-- Only posted invoices and returns are included
-- Voided transations are excluded
-- Item Description is taken from Inventory Item Maintenance for all
-- inventory items, and from SOP line items for non-inventory items
-- Document Date is used (not GL Posting Date)
-- Updated Aug 29, 2011 to add Generic Description, Item Class and User Category 1
-- Updated Jan 25, 2012 to make column names Crystal-friendly 
-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

SELECT
D.ITEMNMBR Item_Number,
D.Item_Description,
D.Generic_Description,
D.Item_Class,
D.User_Category_1,
sum(case when month(D.DOCDATE) = 1 then D.SALES else 0 end) as [Jan_Sales],
sum(case when month(D.DOCDATE) = 2 then D.SALES else 0 end) as [Feb_Sales],
sum(case when month(D.DOCDATE) = 3 then D.SALES else 0 end) as [Mar_Sales],
sum(case when month(D.DOCDATE) = 4 then D.SALES else 0 end) as [Apr_Sales],
sum(case when month(D.DOCDATE) = 5 then D.SALES else 0 end) as [May_Sales],
sum(case when month(D.DOCDATE) = 6 then D.SALES else 0 end) as [Jun_Sales],
sum(case when month(D.DOCDATE) = 7 then D.SALES else 0 end) as [Jul_Sales],
sum(case when month(D.DOCDATE) = 8 then D.SALES else 0 end) as [Aug_Sales],
sum(case when month(D.DOCDATE) = 9 then D.SALES else 0 end) as [Sep_Sales],
sum(case when month(D.DOCDATE) = 10 then D.SALES else 0 end) as [Oct_Sales],
sum(case when month(D.DOCDATE) = 11 then D.SALES else 0 end) as [Nov_Sales],
sum(case when month(D.DOCDATE) = 12 then D.SALES else 0 end) as [Dec_Sales]

FROM
(SELECT SH.DOCDATE, SD.ITEMNMBR,
 coalesce(I.ITEMDESC, SD.ITEMDESC) Item_Description,
 coalesce(I.ITMGEDSC, '') Generic_Description,
 coalesce(I.ITMCLSCD,'') Item_Class,
 coalesce(I.USCATVLS_1,'') User_Category_1,
 CASE SD.SOPTYPE
     WHEN 3 THEN SD.XTNDPRCE
     WHEN 4 THEN SD.XTNDPRCE*-1
     END SALES
 FROM SOP30200 SH
 INNER JOIN
     SOP30300 SD
     ON SD.SOPNUMBE = SH.SOPNUMBE
     AND SD.SOPTYPE = SH.SOPTYPE
 LEFT OUTER JOIN
     IV00101 I
     ON I.ITEMNMBR = SD.ITEMNMBR
 WHERE SH.VOIDSTTS = 0
     AND SH.SOPTYPE IN (3,4)
     AND SD.XTNDPRCE <> 0
     AND SD.ITEMNMBR not like 'XXXXXXXXXXXXXXX%'
     AND year(SH.DOCDATE) = 2011 --change year as needed 
     ) D

GROUP BY D.ITEMNMBR, D.Item_Description, D.Generic_Description, D.Item_Class, 
D.User_Category_1

-- add permissions for DYNGRP
GO
GRANT SELECT ON view_Sales_by_Item_by_Month TO DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

~~~~~

create view view_Sales_by_Item_by_Year
as
/******************************************************************
view_Sales_by_Item_by_Year
Created Aug 11, 2011 by Victoria Yudin - Flexible Solutions, Inc.
For updates see http://victoriayudin.com/gp-reports/
- Returns total sales (invoices - returns) for each item by year
- Only posted invoices and returns are included
- Voided transations are excluded
- Item Description is taken from Inventory Item Maintenance
for all inventory items,
and from SOP line items for non-inventory items
******************************************************************/

SELECT 
   D.ITEMNMBR [Item_Number],
   D.Item_Description,
   sum(case when year(D.DOCDATE) = 2005
      then D.SALES else 0 end) as [2005 Sales],
   sum(case when year(D.DOCDATE) = 2006
      then D.SALES else 0 end) as [2006 Sales],
   sum(case when year(D.DOCDATE) = 2007
      then D.SALES else 0 end) as [2007 Sales],
   sum(case when year(D.DOCDATE) = 2008
      then D.SALES else 0 end) as [2008 Sales],
   sum(case when year(D.DOCDATE) = 2009
      then D.SALES else 0 end) as [2009 Sales],
   sum(case when year(D.DOCDATE) = 2010
      then D.SALES else 0 end) as [2010 Sales],
   sum(case when year(D.DOCDATE) = 2011
      then D.SALES else 0 end) as [2011 Sales]

FROM
(SELECT SH.DOCDATE, SD.ITEMNMBR,
 coalesce(I.ITEMDESC, SD.ITEMDESC) Item_Description,
 CASE SD.SOPTYPE
     WHEN 3 THEN SD.XTNDPRCE
     WHEN 4 THEN SD.XTNDPRCE*-1
     END SALES
 FROM SOP30200 SH
 INNER JOIN
     SOP30300 SD
     ON SD.SOPNUMBE = SH.SOPNUMBE
     AND SD.SOPTYPE = SH.SOPTYPE
 LEFT OUTER JOIN
     IV00101 I
     ON I.ITEMNMBR = SD.ITEMNMBR
 WHERE SH.VOIDSTTS = 0 
     AND SH.SOPTYPE IN (3,4) 
     AND SD.XTNDPRCE <> 0 
     AND SD.ITEMNMBR not like 'XXXXXXXXXXXXXXX%') D

GROUP BY D.ITEMNMBR, D.Item_Description

/** the following will grant permissions to this view to DYNGRP, 
leave this section off if you do not want to grant permissions **/ 

GO
GRANT SELECT ON view_Sales_by_Item_by_Year TO DYNGRP

~~~~~

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

Management Reporter 2.0

Management Reporter 2012

Downloads for Management Reporter 2012 can be found here on CustomerSource (you will need a login).