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.

• 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.

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.

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.

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.

This is a bit more difficult, as you have to make two passes through the data, first to find the latest date and then to pull out the information for that date only. There are also many things to consider when writing a report like this – for example how do you handle multiple sales of the same item on the same date? Do you show all the customers or just one?  If just one, which one? Also, what happens if you have a different item description? Is that considered a different item?  

The view below shows the last sale date of an item (using Invoice Date) and will return multiple lines if the same item was sold to more than one customer on that date. (So item ABC was last sold on 3/31/2011, and 3 different customers bought it on that date, you will see 3 individual lines in the results, one for each customer.) It will also show different item descriptions as different items, but only for the last sale date of the item. (So if item XYZ was last sold on 3/31/2011, but there are two different item descriptions in SOP10200 for the items sold on that date, they will show up as different lines in the results.)

~~~~~

CREATE VIEW view_Last_Sale_by_Item
AS

/*******************************************************************
view_Last_Sale_By_Item
Created on Mar 31, 2011 by Victoria Yudin - Flexible Solutions, Inc.
For updates see http://victoriayudin.com/gp-reports/
Only looks at posted SOP invoices that are not voided.
Multiple customer sales on the same date are shown as separate lines.
Different item descriptions for items sold on the same date are shown
	as separate lines. 

Tables used:
HH - History Header - SOP30200
HL - History Line - SOP30300
*******************************************************************/

SELECT DISTINCT
	MD.Last_Sale,
	HH.CUSTNMBR Customer_ID,
	HL.ITEMNMBR Item_Number,
	HL.ITEMDESC Item_Description,
	HH.SOPNUMBE Invoice_Number

FROM
	SOP30200 HH

INNER JOIN
	SOP30300 HL
	ON HH.SOPTYPE = HL.SOPTYPE
	AND HH.SOPNUMBE = HL.SOPNUMBE

INNER JOIN
	(SELECT max(H.DOCDATE) Last_Sale, D.ITEMNMBR
	 FROM SOP30200 H
	 INNER JOIN SOP30300 D
		ON H.SOPTYPE = D.SOPTYPE
		AND H.SOPNUMBE = D.SOPNUMBE
	 WHERE H.SOPTYPE = 3 AND H.VOIDSTTS = 0
	 GROUP BY D.ITEMNMBR) MD -- max date
	ON HL.ITEMNMBR = MD.ITEMNMBR
	AND HH.DOCDATE = MD.Last_Sale

WHERE
	HH.SOPTYPE = 3
	AND HH.VOIDSTTS = 0

/** 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_Last_Sale_By_Item 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 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

/*******************************************************************
view_Last_Sale_By_Customer_Item
Created on Mar 29, 2011 by Victoria Yudin - Flexible Solutions, Inc.
For updates see http://victoriayudin.com/gp-reports/
Only looks at posted SOP invoices that are not voided

Tables used:
HH - History Header - SOP30200
HL - History Line - SOP30300
*******************************************************************/

SELECT
	max(HH.DOCDATE) Last_Sale,
	HH.CUSTNMBR Customer_ID,
	HL.ITEMNMBR Item_Number,
	HL.ITEMDESC Item_Description

FROM
	SOP30200 HH

INNER JOIN
	SOP30300 HL
	ON HH.SOPTYPE = HL.SOPTYPE
	AND HH.SOPNUMBE = HL.SOPNUMBE

WHERE
	HH.SOPTYPE = 3
	AND HH.VOIDSTTS = 0

GROUP BY
	HH.CUSTNMBR,
	HL.ITEMNMBR,
	HL.ITEMDESC

/** 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_Last_Sale_By_Customer_Item 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 other SQL views for Dynamics GP receivables data, take a look at the Receivables SQL Views page. For other Dynamics GP views and reporting reporting information, check out the GP Reports page.

~~~~~

CREATE VIEW view_Customer_Ship_To_Addresses
AS

/********************************************************************
view_Customer_Ship_To_Addresses
Created on Feb. 18, 2011 by Victoria Yudin - Flexible Solutions, Inc.
For updates visit http://victoriayudin.com/gp-reports/
********************************************************************/

SELECT 	M.CUSTNMBR Customer_ID,
	M.CUSTNAME Customer_Name,
	M.CUSTCLAS Class_ID,
	M.CPRCSTNM Parent_ID,
	M.PRSTADCD Ship_To_Address_ID,
	A.CNTCPRSN Contact,
	A.ADDRESS1 Address_1,
	A.ADDRESS2 Address_2,
	A.ADDRESS3 Address_3,
	A.CITY City,
	A.[STATE] [State],
	A.ZIP Zip,
	A.COUNTRY Country,
	A.PHONE1 Phone_1,
	A.PHONE2 Phone_2,
	A.PHONE3 Phone_3,
	A.FAX Fax,
	A.UPSZONE UPS_Zone,
	A.SHIPMTHD Shipping_Method,
	A.TAXSCHID Tax_Schedule_ID,
	A.LOCNCODE Site_ID,
	A.SLPRSNID Salesperson_ID,
	A.SALSTERR Territory_ID,
	A.USERDEF1 [User-Defined_1],
	A.USERDEF2 [User-Defined_2],
	A.MODIFDT Modified_Date,
	A.CREATDDT Created_Date

FROM RM00101 M  --customer master

INNER JOIN RM00102 A  --addresses
	ON M.CUSTNMBR = A.CUSTNMBR
	AND M.PRSTADCD = A.ADRSCODE

/** 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_Customer_Ship_To_Addresses 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 more detail on the Fixed Assets module, please visit my Fixed Assets Tables page. If you’re looking for more SQL code, you can find it on my GP Reports page.

~~~~~

CREATE VIEW view_FA_Depreciation_Yearly
AS

/********************************************************************
view_FA_Depreciation_Yearly
Created on Feb 15, 2011 by Victoria Yudin - Flexible Solutions, Inc.
For updates visit http://victoriayudin.com/gp-reports/
Tables used:
FA00100 – fm - Asset General Information Master
FA00902 – d - Financial Detail Master
FA40200 - b - Book Setup
FA40400 - a - Asset Account Master
GL00105 - am - Account Index Master
Updated Nov 30, 2011 to add accumulated depreciation account
********************************************************************/

SELECT
     fm.ASSETID Asset_ID,
     fm.ASSETIDSUF Asset_Suffix,
     fm.ASSETDESC Asset_Description,
     fm.ACQDATE Acquisition_Date,
     fm.Acquisition_Cost,
     b.BOOKID Book_ID,
     sum(d.AMOUNT) Life_to_Date_Depreciation,
     sum(case
	when year(getdate()) = d.FAYEAR
	then d.AMOUNT
	else 0 end) Year_to_Date_Depreciation,
     sum(case
	when year(dateadd(yy,-1,getdate()))=d.FAYEAR
	then d.AMOUNT
	else 0 end) Last_Year_Depreciation,
     fm.ASSETCLASSID Asset_Class,
     am.ACTNUMST Accum_Depr_Account

FROM FA00902 d  -- financial detail 

LEFT OUTER JOIN
     FA00100 fm  -- fa master 
     ON fm.assetindex = d.assetindex

INNER JOIN
     FA40200 b   -- book setup 
     ON b.BOOKINDX = d.BOOKINDX	

INNER JOIN
     FA00400 a  -- account numbers
     ON a.ASSETINDEX = fm.ASSETINDEX

INNER JOIN
     GL00105 am  -- GL account for accumulated depr.
     ON am.ACTINDX = a.DEPRRESVACCTINDX  

WHERE d.TRANSACCTTYPE = 2  -- depreciation only 

GROUP BY fm.ASSETID, fm.ASSETIDSUF, fm.ASSETDESC, b.BOOKID,
fm.ASSETCLASSID, fm.ACQDATE, fm.Acquisition_Cost, am.ACTNUMST

/** 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_FA_Depreciation_Yearly 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

You can find other Dynamics GP views on my GP Reports page.

~~~~~

CREATE VIEW view_Checkbook_Register
as

/******************************************************************* 
view_Checkbook_Register
Created on Oct 14, 2010 by Victoria Yudin 
For updates see http://victoriayudin.com/gp-reports/ 
All bank rec transactions - one line per transaction 
Includes voided transactions 
Tables: CM20200 - bank transactions 
CM20600 - bank transfers 
CM40101 - transaction type setup 

Updated Nov 10, 2010 to link to CM40101 table instead of hard coding 
transaction types (thanks to Siva Venkataraman for this suggestion) 

Updated Feb 18, 2011 to include code for bank transfers from and to 
the same checkbook (thanks to Max Toledo for this suggestion)
*******************************************************************/

SELECT	T.CHEKBKID Checkbook_ID,
	T.CMTrxNum Trx_Number,
	D.DOCABREV Trx_Type,
	T.TRXDATE Trx_Date,
	T.GLPOSTDT GL_Posting_Date,
	T.paidtorcvdfrom Paid_To_Received_From,
	CASE
	  WHEN T.CMTrxType in (1,2,5,101,102)
	    THEN T.Checkbook_Amount
	  WHEN T.CMTrxType = 7 AND X.CMCHKBKID = X.CMFRMCHKBKID
	    THEN T.Checkbook_Amount*0 
	  WHEN T.CMTrxType = 7 AND T.CHEKBKID = X.CMCHKBKID
	    THEN T.Checkbook_Amount
	  WHEN T.CMTrxType = 7 AND T.CHEKBKID = X.CMFRMCHKBKID
	    THEN T.Checkbook_Amount*-1
	  ELSE T.Checkbook_Amount*-1
	  END Checkbook_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 Voided 

 FROM CM20200 T 

 LEFT OUTER JOIN
 CM20600 X
 ON T.Xfr_Record_Number = X.Xfr_Record_Number

 INNER JOIN CM40101 D
 ON D.CMTrxType = T.CMTrxType

/** 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_Checkbook_Register 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.

You can find other Dynamics GP Payables views here or check out my GP Reports page for other views and reporting links.

CREATE VIEW view_Payables_Apply_and_GL_Dist
AS

-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
-- view_Payables_Apply_and_GL_Dist 
-- Created on Sep 23 2010 by Victoria Yudin 
-- For updates see http://victoriayudin.com/gp-reports/ 
-- Does not take Multicurrency into account 
-- Will return multiple lines for payments that were applied to more than  
--     one transaction and for invoices with multiple GL distributions 
-- GL Distributions are shown for the Applied To documents
-- Voided payments are excluded
-- Payments for $0 are excluded
-- Tables Used: 
--     GL00100 – Account Master
--     GL00105 – Account Index Master
--     PM00200 – Vendor Master
--     PM10100 - GL Distributions for Work and Open Transactions 
--     PM10200 – Apply To Work/Open PM20000 – Open/Posted Transactions 
--     PM30200 – Historical/Paid Transactions
--     PM30300 – Apply To History
--     PM30600 - GL Distributions for Historical Transactions 
-- Updated on Feb 22, 2012 to allow for multiple identical GL distributions
--     on same transaction - thanks to Geraldine for helping me track this down!
-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

SELECT	
P.VENDORID Vendor_ID,
V.VENDNAME Vendor_Name,
V.VNDCHKNM Vendor_Check_Name,
CASE P.PYENTTYP
	WHEN 0 THEN 'Check'
	WHEN 1 THEN 'Cash'
	WHEN 2 THEN 'Credit Card'
	WHEN 3 THEN 'EFT'
	ELSE 'Other'
	END Payment_Type,
CASE
	WHEN P.PYENTTYP in (0,1,3) THEN P.CHEKBKID
	ELSE ''
	END Checkbook_ID,
CASE P.PYENTTYP
	WHEN 2 THEN P.CARDNAME
	ELSE ''
	END Credit_Card_ID,
P.DOCDATE Payment_Date,
P.PSTGDATE Payment_GL_Date,
P.VCHRNMBR Payment_Voucher_Number,
P.DOCNUMBR Payment_Document_Number,
P.DOCAMNT Payment_Functional_Amount,
coalesce(PA.APTVCHNM,'') Apply_To_Voucher_Number,
CASE PA.APTODCTY
	WHEN 1 THEN 'Invoice'
	WHEN 2 THEN 'Finance Charge'
	WHEN 3 THEN 'Misc Charge'
	ELSE ''
	END Apply_To_Doc_Type,
coalesce(PA.APTODCNM,'') Apply_To_Doc_Number,
coalesce(PA.APTODCDT,'1/1/1900') Apply_To_Doc_Date,
coalesce(PA.ApplyToGLPostDate,'1/1/1900') Apply_To_GL_Date,
coalesce(PA.APPLDAMT,0) Applied_Amount,
coalesce(G.ACTNUMST,'') GL_Account_Number,
coalesce(G2.ACTDESCR,'') GL_Account_Name,
CASE D.DISTTYPE
	WHEN 1 THEN 'Cash'
	WHEN 2 THEN 'Payable'
	WHEN 3 THEN 'Discount Available'
	WHEN 4 THEN 'Discount Taken'
	WHEN 5 THEN 'Finance Charge'
	WHEN 6 THEN 'Purchase'
	WHEN 7 THEN 'Trade Disc.'
	WHEN 8 THEN 'Misc. Charge'
	WHEN 9 THEN 'Freight'
	WHEN 10 THEN 'Taxes'
	WHEN 11 THEN 'Writeoffs'
	WHEN 12 THEN 'Other'
	WHEN 13 THEN 'GST Disc'
	WHEN 14 THEN 'PPS Amount'
	ELSE ''
	END Distribution_Type,
coalesce(D.DEBITAMT,0) Debit,
coalesce(D.CRDTAMNT,0) Credit

FROM
     (SELECT VENDORID, DOCTYPE, DOCDATE, VCHRNMBR, DOCNUMBR, DOCAMNT,
          VOIDED, TRXSORCE, CHEKBKID, PSTGDATE, PYENTTYP, CARDNAME
      FROM PM30200
      UNION
      SELECT VENDORID, DOCTYPE, DOCDATE, VCHRNMBR, DOCNUMBR, DOCAMNT,
          VOIDED, TRXSORCE, CHEKBKID, PSTGDATE, PYENTTYP, CARDNAME
      FROM PM20000) P

INNER JOIN PM00200 V
     ON P.VENDORID = V.VENDORID

LEFT OUTER JOIN
     (SELECT VENDORID, VCHRNMBR, DOCTYPE, APTVCHNM, APTODCTY,
          APTODCNM, APTODCDT, ApplyToGLPostDate, APPLDAMT
      FROM PM10200
      UNION
      SELECT VENDORID, VCHRNMBR, DOCTYPE, APTVCHNM, APTODCTY,
          APTODCNM, APTODCDT, ApplyToGLPostDate, APPLDAMT
      FROM PM30300) PA
     ON P.VCHRNMBR = PA.VCHRNMBR AND P.VENDORID = PA.VENDORID AND P.DOCTYPE = PA.DOCTYPE

LEFT OUTER JOIN
     (SELECT VENDORID, VCHRNMBR, CNTRLTYP, DEBITAMT, CRDTAMNT,
          DSTINDX, DISTTYPE, DistRef, PSTGDATE
      FROM PM10100
      WHERE PSTGSTUS = 1 AND CNTRLTYP = 0
      UNION ALL
      SELECT VENDORID, VCHRNMBR, CNTRLTYP, DEBITAMT, CRDTAMNT,
          DSTINDX, DISTTYPE, DistRef, PSTGDATE
      FROM PM30600 WHERE CNTRLTYP = 0) D
     ON PA.VENDORID = D.VENDORID AND PA.APTVCHNM = D.VCHRNMBR

LEFT OUTER JOIN  GL00105 G
     ON D.DSTINDX = G.ACTINDX 	

LEFT OUTER JOIN GL00100 G2
     ON D.DSTINDX = G2.ACTINDX 	

WHERE P.DOCTYPE = 6 AND P.DOCAMNT <> 0 AND P.VOIDED = 0

-- add permissions for DYNGRP
GO
GRANT SELECT on view_Payables_Apply_and_GL_Dist 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_Payables_POP_Invoices
AS
/*******************************************************************
view_Payables_POP_Invoices
Created on Sep 1, 2010 by Victoria Yudin - Flexible Solutions, Inc.
For updates visit http://victoriayudin.com/gp-reports/
Returns Payables Invoices only
Updated on Feb 10, 2011 to include GL journal entry number
*******************************************************************/

SELECT	PM.VCHRNMBR Voucher_Number,
	PM.VENDORID Vendor_ID,
	POP.VENDNAME Vendor_Name,
	PM.DOCDATE Invoice_Date,
	PM.DUEDATE Due_Date,
	PM.DOCNUMBR Invoice_Number,
	PM.DOCAMNT Invoice_Amount,
	PM.CURTRXAM Unpaid_Amount,
	CASE PM.VOIDED
		WHEN 0 THEN 'No'
		WHEN 1 THEN 'Yes'
		END Voided,
	POP.POPRCTNM POP_Receipt_Number,
	CASE POP.POPTYPE
		WHEN 2 THEN 'Invoice'
		WHEN 3 THEN 'Shipment/Invoice'
		END Receipt_Type,
	POP.receiptdate Receipt_Date,
	I.RCPTLNNM Receipt_Line_Num,
	I.PONUMBER PO_Number,
	I.ITEMNMBR Item_Number,
	I.ITEMDESC Item_Description,
	R.QTYINVCD Quantity_Invoiced,
	R.UOFM U_of_M,
	I.UNITCOST Unit_Cost,
	I.EXTDCOST Extended_Cost,
	I.LOCNCODE Site_ID,
	CASE I.NONINVEN
		WHEN 0 THEN 'Inventory Item'
		WHEN 1 THEN 'Non-Inventory Item'
		END Item_Type,
	G.JRNENTRY Journal_Entry_Number

FROM
	(SELECT VCHRNMBR,VENDORID, DOCDATE,
		DUEDATE, DOCNUMBR, DOCAMNT,
		CURTRXAM, DOCTYPE, VOIDED
	 FROM PM20000
	 UNION ALL
	 SELECT VCHRNMBR,VENDORID, DOCDATE,
		DUEDATE, DOCNUMBR, DOCAMNT,
		CURTRXAM, DOCTYPE, VOIDED
	 FROM PM30200) PM  -- PM trx

INNER JOIN POP30300 POP  -- POP header
	ON PM.VENDORID = POP.VENDORID
	AND PM.DOCNUMBR = POP.VNDDOCNM

INNER JOIN POP30310 I  -- POP detail
	ON I.POPRCTNM = POP.POPRCTNM

INNER JOIN POP10500 R  -- recceipt details
	ON R.POPRCTNM = I.POPRCTNM
	AND R.RCPTLNNM = I.RCPTLNNM

LEFT OUTER JOIN
	(SELECT DISTINCT SOURCDOC, JRNENTRY, ORDOCNUM, ORMSTRID
	 FROM GL20000
	   UNION
	 SELECT DISTINCT SOURCDOC, JRNENTRY, ORDOCNUM, ORMSTRID
 	 FROM GL30000
	   UNION
	 SELECT DISTINCT SOURCDOC, a.JRNENTRY, ORDOCNUM, ORMSTRID
	 FROM GL10001 a
	   INNER JOIN GL10000 b
	   ON a.JRNENTRY = b.JRNENTRY) G  --GL entries
	ON G.ORDOCNUM = R.POPRCTNM
	AND G.ORMSTRID = R.VENDORID
	AND G.SOURCDOC in ('POIVC','RECVG')

WHERE PM.DOCTYPE = 1  -- invoices only
AND POP.POPTYPE in (2,3)  -- invoices only

/** 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_Payables_POP_Invoices TO DYNGRP

~~~~~

For more Dynamics GP SQL scripts take a look at the GP Reports page on this blog.

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_Asset_Accounts
AS

/*******************************************************************
view_Asset_Accounts
Created on Aug 10, 2010 by Victoria Yudin - Flexible Solutions, Inc.
For updates visit http://victoriayudin.com/gp-reports/
*******************************************************************/

select	F.ASSETID Asset_ID,
		F.ASSETIDSUF Suffix,
		F.ASSETDESC Desciption,
		F.ASSETCLASSID Asset_Class,
		F.Physical_Location_ID,
		G1.ACTNUMST Depreciation_Expense,
		G2.ACTNUMST Depreciation_Reserve,
		G3.ACTNUMST Prior_Yr_Depreciation,
		G4.ACTNUMST Asset_Cost,
		G5.ACTNUMST Proceeds,
		G6.ACTNUMST Recognized_Gain_Loss,
		G7.ACTNUMST Non_Recognized_Gain_Loss,
		G8.ACTNUMST Clearing_Account

from FA00100 F
left outer join FA00400 A
	on F.ASSETINDEX = A.ASSETINDEX
left outer join GL00105 G1
	on A.DEPREXPACCTINDX = G1.ACTINDX
left outer join GL00105 G2
	on A.DEPRRESVACCTINDX = G2.ACTINDX
left outer join GL00105 G3
	on A.PRIORYRDEPRACCTINDX = G3.ACTINDX
left outer join GL00105 G4
	on A.ASSETCOSTACCTINDX = G4.ACTINDX
left outer join GL00105 G5
	on A.PROCEEDSACCTINDX = G5.ACTINDX
left outer join GL00105 G6
	on A.RECGAINLOSSACCTINDX = G6.ACTINDX
left outer join GL00105 G7
	on A.NONRECGAINLOSSACCTINDX = G7.ACTINDX
left outer join GL00105 G8
	on A.CLEARINGACCTINDX = G8.ACTINDX		

/** 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_Asset_Accounts TO DYNGRP

~~~~~

For more Dynamics GP SQL code take a look at the GP Reports page on this blog.

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_Inventory_Price_Levels
AS

/*******************************************************************
view_Inventory_Price_Levels
Created on Aug 9, 2010 by Victoria Yudin - Flexible Solutions, Inc.
For updates visit http://victoriayudin.com/gp-reports/
*******************************************************************/

SELECT IV.ITEMNMBR Item_Number,
       IM.ITEMDESC Item_Description,
       IM.ITMCLSCD Item_Class,
       IV.PRCLEVEL Price_Level,
       CASE IM.PRICMTHD
       	  WHEN 1 THEN 'Currency Amount'
       	  WHEN 2 THEN '% of List Price'
	  WHEN 3 THEN '% Markup – Current Cost'
	  WHEN 4 THEN '% Markup – Standard Cost'
	  WHEN 5 THEN '% Margin – Current Cost'
	  WHEN 6 THEN '% Margin – Standard Cost'
	  END Price_Method,
       IV.CURNCYID Currency_ID,
       IV.UOFM U_of_M,
       CASE IM.PRICMTHD
	  WHEN 1 THEN IV.UOMPRICE
	  WHEN 2 THEN IV.UOMPRICE * IC.LISTPRCE / 100
	  ELSE 0
	  END Price,
       CASE IM.PRICMTHD
	  WHEN 1 THEN 0
	  ELSE IV.UOMPRICE
	  END Percent_of_List,
       IV.FROMQTY From_Qty,
       IV.TOQTY To_Qty,
       IV.QTYBSUOM Qty_In_Base_UofM

FROM   IV00108 IV

LEFT OUTER JOIN
       IV00101 IM
       ON IM.ITEMNMBR = IV.ITEMNMBR

LEFT OUTER JOIN
       IV00105 IC
       ON IC.ITEMNMBR = IV.ITEMNMBR
       AND IV.CURNCYID = IC.CURNCYID

/** 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_Inventory_Price_Levels TO DYNGRP

~~~~~

If you are looking to see customer specific pricing, take a look at my Customer Pricing post.  You can also see a full list of my Dynamics GP SQL code on the GP Reports page of this blog.

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.

This will show yearly totals for calendar years. If you want to use fiscal years instead, change the WHERE clause on line 55 below to the following:

WHERE VT.HISTTYPE = 1

CREATE VIEW view_Vendor_Yearly_Totals
AS

/***************************************************************
view_Vendor_Yearly_Totals
Shows totals for all AP vendors
Created Jul 15, 2010 by Victoria Yudin - Flexible Solutions, Inc.
For updates see http://victoriayudin.com/gp-reports/
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.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.YEAR1, VM.ADDRESS1, VM.ADDRESS2,
         VM.ADDRESS3, VM.CITY, VM.[STATE],
         VM.ZIPCODE, VM.COUNTRY, VM.TXIDNMBR

/** 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_Vendor_Yearly_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.

• Added Due To and Due From distribution types for anyone using Intercompany transactions.
• Added Realized Gain and Realized Loss distribution types for Multicurrency transactions.
• Added Currency ID, Exchange Rate and Originating Debit/Credit fields.
• Added Distribution Reference, Batch ID and Transaction Description fields.
• Added Voucher Number.

As always, if you find any issues or would like any additional updates, please let me know.

There are also enough Payables SQL scripts that I have moved them to their own page. The page can also be accessed from the main navigation menu on this blog under GP Reports and on my GP Reports page.

• SQL Scripts - one location with descriptions and links for many of the SQL scripts Mark has collected.  I am very proud to say some of these are mine. 
• The GP 2010 table reference - a really handy Excel listing of all the tables in GP 2010.

1. Go to Microsoft Dynamics GP > Maintenance > Clear Data
2. Click Display on the toolbar and choose Physical
3. Select System under Series
4. Click Security Resource Descriptions under Tables to highlight it and click Insert to add it to the Selected Tables list
5. Click OK, then Yes to the pop up message asking you if you’re sure that you want to clear data from the table
6. Send the report to the screen, it should report back with “No errors found”

The view will still work without going through the steps above, but all the resource details will be blank. Please note that the script below should be run against your DYNAMICS database.

~~~~~

CREATE VIEW view_Security_and_SL_Details
AS
/*******************************************************************
view_Security_and_SL_Details
Create this in the DYNAMICS database
Created May 13 2010 by Victoria Yudin - Flexible Solutions, Inc.
     and Robert Cavill - Emeco
For updates see http://victoriayudin.com/gp-reports/
Shows all security roles, tasks and detailed resource descriptions
     including SmartList by user by company for GP 10.0 and GP 2010
*******************************************************************/

SELECT DISTINCT
   S.USERID [User_ID],
   S.CMPANYID Company_ID,
   C.CMPNYNAM Company_Name,
   S.SECURITYROLEID Security_Role_ID,
   coalesce(T.SECURITYTASKID,'') Security_Task_ID,
   coalesce(TM.SECURITYTASKNAME,'') Security_Task_Name,
   coalesce(TM.SECURITYTASKDESC,'') Security_Task_Description,
   coalesce(R.DICTID,SO.ASI_DICTID,'') Dictionary_ID,
   coalesce(R.PRODNAME,'') Product_Name,
   coalesce(R.TYPESTR,SO.ResType,'') Resource_Type,
   coalesce(R.DSPLNAME,SO.SmartlistObject,'') Resource_Display_Name,
   coalesce(R.RESTECHNAME,'') Resource_Technical_Name,
   coalesce(R.Series_Name,'') Resource_Series

FROM SY10500 S   -- security assignment user role

LEFT OUTER JOIN
   SY01500 C   -- company master
   ON S.CMPANYID = C.CMPANYID

LEFT OUTER JOIN
   SY10600 T  -- tasks in roles
   ON S.SECURITYROLEID = T.SECURITYROLEID 

LEFT OUTER JOIN
   SY09000 TM  -- tasks master
   ON T.SECURITYTASKID = TM.SECURITYTASKID 

LEFT OUTER JOIN
   SY10700 O  -- operations in tasks
   ON T.SECURITYTASKID = O.SECURITYTASKID 

LEFT OUTER JOIN
   SY09400 R  -- resource descriptions
   ON R.DICTID = O.DICTID AND O.SECRESTYPE = R.SECRESTYPE
   AND O.SECURITYID = R.SECURITYID 

LEFT OUTER JOIN  -- smartlist objects
   (SELECT SECURITYTASKID, SECURITYID, DICTID, SECRESTYPE,
 	ASI_DICTID, SL_OBJID, SmartlistObject,
	'Smartlist' ResType
   FROM
      (SELECT SECURITYTASKID, SECURITYID, DICTID, SECRESTYPE,
              SECURITYID / 65536 ASI_DICTID, SECURITYID % 65536 SL_OBJID
      FROM SY10700
      WHERE SECRESTYPE = 1000 AND DICTID = 1493) ST
   JOIN
      (SELECT coalesce(TRANSVAL, ASI_Favorite_Name) SmartlistObject,
              ASI_Favorite_Dict_ID, ASI_Favorite_Type
      FROM ASIEXP81  F
      LEFT JOIN
         ASITAB30 A
         ON F.ASI_Favorite_Name = A.UNTRSVAL
         AND A.Language_ID = 0
         WHERE ASI_Favorite_Save_Level = 0) SM
      ON ASI_DICTID = ASI_Favorite_Dict_ID
      AND SL_OBJID = ASI_Favorite_Type) SO
   ON SO.DICTID = O.DICTID AND O.SECRESTYPE = SO.SECRESTYPE
   AND O.SECURITYID = SO.SECURITYID

/** 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_Security_and_SL_Details 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.

Thanks again to Robert for his work on this! For more SQL code and help with reporting on Dynamics GP data, please take a look at my GP Reports page.