I just tested this and do not see the USER2ENT changing when I add or change line items on existing SOP transactions. What version of GP are you using where you see this?

If you have confirmed that USER2ENT will not work for what you need, then you would need to either create a customer SQL trigger and table to track this or use a product like Audit Trails.

-Victoria

Thanks a lot,
Steve

You can do this with Excel, however, if you need to enter parameters (like a data range), then your report will most likely need to be based on a stored procedure in SQL. Also, since GP does not store ending balances for GL accounts, you will need to do some coding to accomplish that.

-Victoria

Is there a way to use the Excel Refreshable reports and just return account trans or balances for or through specific periods? Would be useful in building financials in Excel vs FRx for instance.

Thanks,

Rose

If this is something specific to CRM, then I am not sure I can help, however, did you take a look at the other links I provided for you? If those do not help either, you may need to talk to a SQL consultant that can take a look at your setup to see what’s going on in there. The fact that you cannot use ‘sa’ to access the data directly in SSMS does not sound right to me.

It also may end up being that the only way to enable seeing this data in a SmartList would be to replicate the data into a table/view inside one of the GP databases. Another option to consider is creating an Excel report against the CRM data instead of doing this in SmartList Builder.

-Victoria

CREATE VIEW view_PGM_CRM_UNAPPROVEDORDERS
AS

select
SOV.ordernumber ‘Order Number’,
SOV.name ‘Campaign Name’,

Status = CASE SOV.new_approve
WHEN 1 THEN ‘Request Approval’
WHEN 2 THEN ‘Approved’
ELSE ‘Entered Only’
END ,

sov.new_primarybrand ‘Primary Brand’,
sov.accountidname ‘Advertiser’,
sov.new_flightstartdate ‘Flight Start Date’,
sov.new_flightenddate ‘Flight End Date’,
sov.new_orderdocumentidname ‘Order Document ID’,
sov.new_billingoptionsname ‘Billing Options’,

SOV.new_ordernettotal ‘OrderNetTotal’,
SOV.new_ordertotal ‘OrderTotal’,

CreatedIn_DYNAD = CASE SOV.New_CreatedInDynAd
WHEN 0 THEN ‘No’
WHEN 1 THEN ‘Yes’
END

from PGMEDIA_MSCRM.dbo.FilteredSalesOrder SOV

where SOV.New_Approve=1 or SOV.New_Approve Is Null

GO
GRANT SELECT ON view_PGM_CRM_UNAPPROVEDORDERS TO DYNGRP

I don’t have any easy way to test this, as I do not have the same scenario set up, but I would try the following:

1. Log into SSMS (SQL Server Management Studio) with SQL authentication (as ‘sa’)
2. Create a new view inside one of the GP databases to point to your CRM view – it should look something like:
   SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
create view YourViewName
as
select * from CRMdbName..CRMViewName
GO
grant select on YourViewName to DYNGRP
3. Still in SSMS, run the following query:
   select * from YourViewName

If that returns data, now try to create a new SmartList using SLB and see if it returns any data.

-Victoria

I don’t think you’re going to be able to point SLB, within GP, to a view in a non-GP database. If your CRM database is inside the same SQL Server instance as the GP databases, you should be able to create a new view inside your GP company database (or DYNAMICS if you have multiple companies that need to access this) to point to the CRM view. Then SLB can just point to the new view inside one of the GP databases.

If your CRM database is in a different SQL Server instance, then you may have a bit more trouble getting this to work. I have not tried these methods myself, but here are some links to postings by others that may provide a resolution:

• Aaron Berquist’ blog
• NexTec blog
• DynamicsCare blog

Please let me know how this works out for you.
-Victoria

Thank you so much for the kind words! I started keeping all these lists and bits of code to help with my own reporting projects, and it has grown into the blog that you see now. It’s really great to know that this information is helping others out there.

-Victoria

I do not believe you will be able to do this without SmartList Builder. Do you have SmartList Builder? If so, you can start with my view for all SOP line items and then link to the SOP10201 table for the lot and serial numbers.

-Victoria

Thanks for your help.

I just posted a new view to show this information: http://victoriayudin.com/2011/10/06/sql-view-for-bank-deposits-and-receipts-in-dynamics-gp/.

-Victoria

New to your site, I am in my 1st year with GP 2010 and am just getting really into the good stuff with Smartlist and Excel report builders. I have a need to create a smartlist that will show Bank Deposit and deposit date (the date it hits the checkbook) along with receipt and receipt date (the GL posted date). I see that in the Bank Deposit Entry Zoom window shows both receipt date and deposit date in the checkbook. Just not sure what tables to hit. Can you help?

I have seen a lot of questions relating to GL & Checkbook out of balance and I have found in my case, it has been items posted to GL but not in the Checkbook or items deposited in checkbook and not in GL. Always a timeing difference based on dates posted GL & Ck book.
It sees a simple Smartlist with both Deposit date and Receipt date would show me what I need. Thanks for your help.
Patrick

This will give me a startintg point.; I have to try and find fields like the order point qty and min order qtu and last originating cost etc etc

thanks
Vic

Here is the listing for the Purchasing Line Items SmartList:

Tables
POP10110 – POP_POLine
POP10100 – POP_PO
IV00101 – IV_Item_MSTR
PM00200 – PM_Vendor_MSTR
PM00201 – PM_Vendor_MSTR_SUM
RM00101 – RM_Customer_MSTR
RM00103 – RM_Customer_MSTR_SUM
POP30110 – POP_POLineHist
POP30100 – POP_POHist
IV40201 – IV_UofM_SETP_HDR

Joins
POP10110 left-outer join to POP10100
POP10110 left-outer join to IV00101
POP10110 left-outer join to PM00200
POP10110 left-outer join to PM00201
POP10100 left-outer join to RM00101
POP10100 left-outer join to RM00103
POP30110 left-outer join to POP30100
POP30110 left-outer join to IV00101
POP30110 left-outer join to PM00200
POP30110 left-outer join to PM00201
POP30100 left-outer join to RM00101
POP30100 left-outer join to RM00103
IV00101 left-outer join to IV40201

-Victoria

It is for items. Purchasing line items. This smartlist he made has things like order poit qty and last rcpt cost.

thanks
Vic

There is an Integration Guide in the documentation that lists out the tables used by out-of-the-box SmartLists. I usually can’t remember where it is, so I have to search for it…if there is a specific SmartList you want to know about, let me know which one.

-Victoria