Victoria Yudin

SQL view for current Receivables aging in Dynamics GP

January 25, 2012 by Victoria Yudin 20 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

Customer shipping addresses in Dynamics GP

February 18, 2011 by Victoria Yudin 1 Comment

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 with AR apply detail

February 15, 2010 by Victoria Yudin 33 Comments

This has been a hot topic in the newsgroups lately and several people have asked me if I have any code for Receivables (AR) apply information in Dynamics GP. Below is a view that should help you get started if you’re building a report to show AR apply information in Dynamics GP. For more views like this, check out [...]

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

SQL view with all GL distributions for AR transactions

February 10, 2010 by Victoria Yudin 16 Comments

As a corollary to my SQL view with all posted Receivables transactions, below is a view that will add all the General Ledger distributions to the AR transactions. I made a few changes to the original AR transactions view, primarily to remove some columns that are typically not needed and add underscores to the column names so [...]

General Ledger, GP Reports code, GP SQL view, Receivables, SQL code

What’s with all these dates?

September 8, 2009 by Victoria Yudin 11 Comments

There are many different dates stored in Dynamics GP. This is typically a good thing, my philosophy is that it is always better to have more data than you need and not the other way around. However, it can get confusing rather quickly since a lot of the labels for the dates sound very similar. I will attempt [...]

Dynamics GP

Bank Reconciliation, Dynamics GP, General Ledger, Payables, Purchase Order Processing, Receivables, Sales Order Processing

SQL view for all unapplied Receivables transactions in Dynamics GP

September 5, 2009 by Victoria Yudin 20 Comments

Here is a SQL view that will return all unapplied Receivables transactions in Dynamics GP. This will calculate how many days overdue unapplied transaction are. If something is not overdue, or if it is a credit transaction (payment, credit or return) the Days_Past_Due will be zero. For more SQL code like this, please visit my GP Reports and [...]

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

SQL view with all posted Receivables transactions

April 24, 2009 by Victoria Yudin 18 Comments

Below is code to create a SQL view that returns all the posted Receivables transactions in Dynamics GP. I have had an abbreviated version of this view on my GP Reports page for a while, but I cleaned it up a bit and gave it some more friendly column names. I also added values for the commonly used [...]

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

Year end close in Dynamics GP

November 14, 2008 by Victoria Yudin 60 Comments

Every year we get a slew of phone calls about closing the year in GP. Usually these start in December and I thought I would beat the rush this year. Here are some resources and notes I have compiled over the years on the year end close. I will add to this post as I find more [...]

Dynamics GP

Dynamics GP, featured, Fixed Assets, General Ledger, Inventory, Payables, Payroll, Receivables, year end close

GP Table Information

October 3, 2008 by Victoria Yudin 0 Comments

We have been collecting a lot of information while creating reports with GP for all these years. Some of it is stored in our overworked and under-rested brains (well, most of it)…but a bit here and there we’ve actually committed to some sort of electronic format. I will be adding to it over time, but [...]

Dynamics GP

GP Reports code, GP table information, Payables, Receivables

SQL view for current Receivables aging in Dynamics GP

SQL view for customer yearly totals in Dynamics GP

Customer shipping addresses in Dynamics GP

SQL view with AR apply detail

SQL view with all GL distributions for AR transactions

What’s with all these dates?

SQL view for all unapplied Receivables transactions in Dynamics GP

SQL view with all posted Receivables transactions

Year end close in Dynamics GP

GP Table Information

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