Victoria Yudin

SQL view for current Receivables aging detail in Dynamics GP

May 1, 2013 by Victoria Yudin 2 Comments

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 31 to 60 Days 61 to […]

GP Reports code, GP SQL view, Receivables, SQL code

SQL view for current Payables aging detail in Dynamics GP

April 24, 2013 by Victoria Yudin 10 Comments

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 […]

GP Reports code, GP SQL view, Payables, SQL code

Dynamics GP SOP line items with serial numbers and comments

June 4, 2012 by Victoria Yudin 9 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). […]

GP Reports code, GP SQL view, Sales Order Processing, SQL code

SQL view for sales quantities by customer by item by year

March 9, 2012 by Victoria Yudin 7 Comments

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 […]

GP Reports code, GP SQL view, Inventory, Sales Order Processing, SQL code

SQL view for current Receivables aging in Dynamics GP

January 25, 2012 by Victoria Yudin 37 Comments

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 […]

GP Reports code, GP SQL view, Receivables, SQL code

SQL view for customer yearly totals in Dynamics GP

January 9, 2012 by Victoria Yudin 8 Comments

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 […]

Dynamics GP, GP Reports code, GP SQL view, Receivables, SQL code, year end close

SQL view for vendor yearly totals in Dynamics GP

January 4, 2012 by Victoria Yudin 8 Comments

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, […]

Dynamics GP, GP Reports code, GP SQL view, Payables, SQL code, year end close

SQL view to show monthly totals for Dynamics GP Vendors

December 9, 2011 by Victoria Yudin 6 Comments

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 […]

GP Reports code, GP SQL view, Payables, SQL code

SQL view for bank deposits and receipts in Dynamics GP

October 6, 2011 by Victoria Yudin 5 Comments

About a year ago I published a view for a Checkbook Register and have received some follow up requests asking for a way to show the receipt details. Primarily this request seems to come from the need to see the difference in dates between the receipts and the deposits for tracking down possible bank reconciliation issues. I didn’t want to […]

Bank Reconciliation, GP Reports code, GP SQL view, SQL code

SQL view for current Payables aging in Dynamics GP

September 30, 2011 by Victoria Yudin 39 Comments

Over the past few years I have had several requests for a summary current Payables aging report that can be easily exported into Excel. Yes, you can play with the Report Writer aging report to take out the headers and make it export to Excel, but sometimes there are other reasons for wanting a report outside […]

GP Reports code, GP SQL view, Payables, SQL code

SQL view for last sale date of item

March 31, 2011 by Victoria Yudin 12 Comments

An interesting question came up in response to my last SQL view showing the last sale by customer and item. How do you show the latest sale of an item and who the customer was for that particular sale? This is a bit more difficult, as you have to make two passes through the data, first […]

GP Reports code, GP SQL view, Sales Order Processing, SQL code

SQL view for last sale by customer and item

March 29, 2011 by Victoria Yudin 15 Comments

When was the last time a particular customer bought a particular item? Here is a little view that will tell you. For other Dynamics GP views and reporting tips, take a look at my GP Reports page. Or check out the SOP Tables page for more details about reporting on SOP data. ~~~~~ CREATE VIEW view_Last_Sale_By_Customer_Item AS /******************************************************************* […]

GP Reports code, GP SQL view, Sales Order Processing, SQL code

Customer shipping addresses in Dynamics GP

February 18, 2011 by Victoria Yudin 4 Comments

Need to see a list of all the shipping addresses for your Dynamics GP customers? You can use the view below which pulls out the ship to address and the associated tax schedule, shipping method , salesperson, etc. To see other SQL views for Dynamics GP receivables data, take a look at the Receivables SQL Views page. For […]

Dynamics GP, GP Reports code, GP SQL view, Receivables, SQL code

SQL view for current Receivables aging detail in Dynamics GP

SQL view for current Payables aging detail in Dynamics GP

Dynamics GP SOP line items with serial numbers and comments

SQL view for sales quantities by customer by item by year

SQL view for current Receivables aging in Dynamics GP

SQL view for customer yearly totals in Dynamics GP

SQL view for vendor yearly totals in Dynamics GP

SQL view to show monthly totals for Dynamics GP Vendors

SQL view for bank deposits and receipts in Dynamics GP

SQL view for current Payables aging in Dynamics GP

SQL view for last sale date of item

SQL view for last sale by customer and item

Customer shipping addresses in Dynamics GP

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