Tag Archives: Sales Order Processing
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 boxes

SQL view for sales quantities by item by year

Even 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
Orange man box

SQL view for sales by item by month

Here is a new Dynamics GP SQL view in reponsse to a reader that liked my view for sales by item by year, but wanted to see the same thing by month. I am making a few assumptions (listed in the view comments), and am hard coding one year at a time (2011 in this example). You can easily [...]

Read more
dollar chrome symbol

SQL view for sales by item by year

I had a request from a blog reader for a view that shows sales of items by year. This seemed like pretty useful code to create, so I put the following view together. I am making a few assumptions (listed in the view comments), and am hard coding years from 2005 through 2011. You can easily change the years or [...]

Read more
3d trolley

SQL view for last sale date of item

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 [...]

Read more
empty cart

SQL view for last sale by customer and item

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 /******************************************************************* [...]

Read more

What’s with all these dates?

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 [...]

Read more

Dynamically change decimal places in Crystal Reports

The May 2009 Flexible Solutions GP Reports Newsletter brings us a tip for dynamically changing decimal places in Crystal Reports. This can be really useful for creating Sales Order Processing (SOP) reports for Dynamics GP, where GP stores the number of decimal places for each line item in the SOP10200 and SOP30300 tables. Here are the [...]

Read more
button

SQL view with all SOP line items in Dynamics GP

Here is a script that I have found useful on numerous occasions – it returns the lines items for all SOP (Sales Order Processing) transactions, both posted and unposted. This view will work with either SmartList Builder or Crystal Reports. For more scripts like this, take a look at my GP Reports page. ~~~~~  CREATE [...]

Read more
question mark

Where did my transaction go?

This is a common question, especially with new users of Dynamics GP, and I was recently reminded of it by a post in the Microsoft Dynamics GP Newsgroup. While every transaction type will be slightly different, there is a basic lesson that is important for all GP users: beware of the Delete button. Most GP actions are updated automatically [...]

Read more

SQL view to show items with SOP POP link

Here is a view to show all Sales Order Processing line items with the SOP-POP link in Dynamics GP.  You can use this with either SmartList Builder Crystal Reports, as I have made sure not to put any spaces in the column names.  I maintain a list of all the SQL code I’ve published on [...]

Read more
YellowOrangeJigsaw

Sales Transaction Entry GL distributions in Dynamics GP

The topic of General Ledger distributions for Sales Order Processing transactions has been known to cause a fair amount of confusion for Dynamics GP users.  I would like to address some of the typical questions we receive on this. Please click on the screen shots to see them larger/clearer.  Just to set the stage, I am talking about the [...]

Read more
Follow

Get every new post delivered to your Inbox.

Join 486 other followers