Tag Archives: Payables

How to use a SQL view in SmartList Builder

Something I have been asked more than a few times is how to use a SQL view in SmartList Builder to create a new SmartList.  I am going to walk through this step by step using Dynamics GP 10.0 SP 3 and SQL Server 2005 SP 3:   STEP 1  –  create SQL view To start […]

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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 […]

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Using credit cards to pay vendors in Dynamics GP

There are a number of different ways to record paying vendors with credit cards in GP.  This is a topic that comes up periodically in newsgroups and I would like to share what I have personally found to be the most straightforward and comprehensive way.  This is a long one but at least there will be […]

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Payables Return transactions in Dynamics GP

There is a little known, but very useful transaction type in the Payables module called Return.  Every few weeks or so I see a question in the newsgroups or a call comes in from a customer where the answer is to use the Payables Return transaction.  A typical scenario where a Return is needed goes something […]

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How to show only invoices on the payables check stub in GP

Here is a question that is brought up frequently by Dynamics GP users – how do we only show invoices that we are paying with this AP check on our check stub?  By default GP will show you everything applied, including credit memos and even non-check payments made between the current check and the last one.  There are 2 […]

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SQL view for Payables GL distributions in Dynamics GP

Here is a view that will return the General Ledger distributions for all posted or unposted payables transactions.  Unposted is also called ‘work’ and posted includes any open or historical transactions.  If you’re going to use this with SmartList Buidler, make sure to include the section at the end to grant permissions to DYNGRP. Disclaimer: I […]

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Year end close in Dynamics GP

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 […]

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SQL view for Crystal Reports to show open AP invoices from multiple companies in GP

In my experience Crystal Reports really doesn’t like it when you have spaces in your field names. I’ve gotten a request for a ‘Crystal’ version of the Multicompany Open AP view I posted up a few days ago, so here it is. Please follow the in-line directions in green to change the generic company names […]

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SQL view to show open AP invoices from multiple companies in GP

If you have multiple companies in GP and want to create a quick view to show a combined list of all the open AP invoices, you can use the example below.  I am not doing anything fancy here, just hard coding the company names and database ID’s.  In my experience this is a set list for most […]

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SQL view to show AP apply information in GP

Here is a corollary to the view I posted last week. The view below will show you what payments/credit memos were applied to payables transactions in GP. If you have SmartList Builder you can easily incorporate this SQL view into a new SmartList.  [Update: You can also use this in Crystal with the changes I made on […]

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SQL view to show what check paid a Purchase Order

There is no easy way in Dynamics GP to see what check or credit memo was applied to a particular Purchase Order. Here is a SQL view that can be used in SmartList Builder or any other reporting tool you choose to see this information. For other SQL scripts please visit my GP Reports Page. ~~~~~ […]

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GP Table Information

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 […]

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