Tag Archives: GP Reports code
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SQL view for Dynamics GP open year GL trial balance

General Ledger trial balances have been a popular request lately. The view below will return a General Ledger trial balance showing the monthly net change for the first open year in your Dynamics GP. I’ve hard-coded month names to be the calendar year, if you are on a different fiscal year, you will need to […]

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SQL view for Dynamics GP sales quantities and amounts by item by site by month

Here is a new view created by request for one of my blog readers. This view combines my Sales by Item by Month and Sales Quantities by Item by Site by Month views. It will return columns for each month with the quantity and sales amount side by side. The year is hard-coded to be the current year […]

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SQL view for sales quantities by item by site by month in Dynamics GP

As many variations for item quantity summaries as I think I have posted on this blog, there is always another one to be had. A request from a reader brings us a monthly version of my Sales Quantities by Item by Year. The view below shows the total item quantity sold by site by month for […]

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SQL view for SOP sales by customer by month

Someone asked me for code to get monthly SOP sales and I could have sworn I already had that. But I searched and didn’t come up with anything, so here is a new view to show SOP sales (the total of SOP invoices less returns) by month. As usual, I am making a few assumptions (listed […]

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winner

Assign sequential numbers in SQL Server

Here is a cool little SQL Server tip from the April GP Reports Viewer newsletter. Say you have a list of rows and you want to assign sequential numbers to them, so that you always know which one is first, second, etc. Or so that you can display line numbers. This is often a need […]

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SQL view for current Receivables aging detail in Dynamics GP

Another reader request brings us this new script. Below is a view for current Receivables aging in detail. This code is only looking at functional currency and will return one row per open (unpaid) receivables transaction. I am hard-coding the aging using the following buckets and aging by due date: Current 0 to 30 Days 31 to […]

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SQL view for current Payables aging detail in Dynamics GP

I have received a few requests for a detailed version my Current Payables Aging Summary view. Here it is. This code is only looking at functional currency and will return one row per open (unpaid) payables transaction. I am hard-coding the aging using the default aging setup installed with GP, which is aging by due date and using the […]

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Changing part of a string in SQL Server using REPLACE

This latest SQL Server tip comes from the Feb/March 2013 GP Reports Viewer newsletter. Have you ever needed to change part of a string in SQL Server? I have seen this come up in a variety of situations, like needing to change account names in the General Ledger or needing to show something differently when […]

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forklift

SQL view for sales quantities by item by site by year

Below is another variation on my view for sales by item by year and view for sales quantities by item by year. This one shows the total item quantity sold by site by year. The view below makes a number of assumptions (listed in the view comments in green), and I am hard coding years from 2006 through 2013 […]

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percent symbol

SQL view for Fixed Allocation Accounts in Dynamics GP

Below is a view that will return a list of the distribution accounts and percentages for all active fixed  allocation accounts in your Dynamics GP. Nothing fancy, but sometimes it is easier to have a report of these rather than have to look at them on the screen, especially when you have a lot of […]

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Coding for specific dates in Crystal Reports

Below is an old tip from one of the GP Reports Viewer monthly newsletters. In the past few months I have had to look this up several times, because I just cannot seem to remember the syntax, so I thought I would put it on my blog, where it will be easier for to find […]

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SQL view for rolling 12 months of sales by item in Dynamics GP

Rolling twelve month reports are not always very easy to create,  and I have been seeing more requests for them, so I thought I would show an example of one way to do this. The view below is a variation of my sales by item by month view, however instead of specifying all months in […]

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3d small people - team with the puzzles

SQL view for Variable Allocation Accounts in Dynamics GP

Below is a view that will return a list of the distribution and breakdown accounts for all active variable allocation accounts in your Dynamics GP. Nothing fancy, but sometimes it is easier to have a report of these rather than have to look at them on the screen, specially since you have to click on […]

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money

SQL view for commissions details in Dynamics GP

Commissions are typically difficult to create generic reports for, as many companies have unique commission structures. We find that out-of-the-box functionality in GP does not really work for most companies and often the commissions are recorded in ways other than what was intended. That said, if you find that you are using the commissions functionality […]

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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). […]

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