push the gear

Dynamics GP SOP line items with serial numbers and comments

Based on some reader requests, this new view is a combination of  my All SOP Line Items view and the recently posted script showing how to get a concatenated list of serial numbers in SQL. This new view will return all posted (history) or unposted (open) Sales Order Processing line items with the associated serial numbers (or lot numbers). […]

Read more
magnifier

Using Lookups in GP Reports Viewer to make parameter selection more user friendly

One of the critical elements in reporting is parameter selection. During report creation it is essential to make sure that the proper parameters are added to the report to correctly filter on the data the users want to see. However, it doesn’t just stop there. To ensure user friendly reports it is also very important […]

Read more
red white puzzle

Concatenating strings in SQL Server

This SQL Server tip comes from the April 2012 edition of the GP Reports Viewer newsletter. A request that we have seen many times when creating SOP invoices for Dynamics GP is to concatenate serial numbers.  So if there is an item with serial numbers, instead of showing a list with one serial number per […]

Read more
binoculars

Finding resources

Almost on a daily basis I find myself looking for things like system requirements, end of support dates, build numbers and downloads for the various products that I work with. Even though search engines have greatly improved over the last few years, I still often struggle to find this information. While I consider myself to […]

Read more
hand truck

SQL view for sales quantities by customer by item by year

Seems like no many how many variations of sales reports there are, people will always want more. I recently had a request for something similar to my view for sales quantities by item by year, but also adding in the customer.  Below is code for a view to accomplish this. This view makes a number of […]

Read more
orange businessmen

Emailing SOP invoices in GP 2010 made easy with GP Reports Viewer

 Background / The Problem 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, […]

Read more
3d small people - carrying books

Microsoft Dynamics Mayhem

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 […]

Read more
abacus

SQL view for current Receivables aging in Dynamics GP

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 […]

Read more
3d boxes

SQL view for sales quantities by item by year

Ever 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, […]

Read more
calculator

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 […]

Read more
briefcase invoice

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 more
MVP Logo

Happy 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! […]

Read more
shaking hands

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 […]

Read more
Follow

Get every new post delivered to your Inbox.

Join 952 other followers