Identify what modules your Dynamics GP sales data originates in
I have posted a lot of queries for getting sales totals from the Sales Order Processing module. However, many companies also enter transactions directly in the RM (Receivables Management) module. In...
View ArticleSQL view for Dynamics GP open year GL trial balance with month end balances
Based on a reader’s request, I have created a variation on my SQL view for Dynamics GP open year GL trial balance. This version will show you the month end balances instead of the net change for each...
View ArticleSQL view for Dynamics GP vendors with last activity date
I have seen many requests recently for a way to see what Dynamics GP vendors have had no recent activity. Since ‘recent’ can mean different things, I thought I would put together a view that shows the...
View ArticleSQL view for easier General Ledger transaction searches in Dynamics GP
Just about every Dynamics GP customer I have worked with, at one time or another, has had occasion to search the General Ledger for a particular dollar amount. Usually, I use the Account Transactions...
View ArticleSQL view to verify unposted SOP transaction totals in Dynamics GP
Over the years we have seen a number of situations where a sales transaction total will be calculated incorrectly. It does not happen often and we’ve never been able to reproduce this on demand, so...
View ArticleSQL stored procedure for all open AR transactions by customer name
A little variation on my Unapplied AR Transactions view, this SQL stored procedure will return all open (unapplied) receivables transactions for customers with a name containing what is supplied as the...
View ArticleCreate a refreshable Excel report based on a SQL Server stored procedure
A long awaited new feature is being released today for our GP Reports Viewer – Excel reports. What I think is truly amazing about this new feature is the fact that you can set up an Excel report based...
View ArticleHappy New Year – 2015
I was out of town for a few days last week and it was a real pleasure to get the email notification that I am going to be a Microsoft Dynamics GP MVP for another year while I was away. This is the 11th...
View ArticleSQL view for total payments to 1099 vendors in the prior year
We received several requests just yesterday for a listing of total vendor payments in the prior calendar year. Below is a view that will show the total payments in the prior year for all 1099 vendors....
View ArticleDynamics GP hosting – a great experience with RoseASP
I recently had a great experience that I would like to share. We have a client that was on a very old version of Dynamics GP (8.0), very old version of SQL (2000) a very, very old server (going on 10...
View ArticleRefreshable Excel report for monthly GL budget in Dynamics GP
Dynamics GP has some great functionality for uploading a General Ledger budget from Excel. However, if you have a lot of accounts, getting the data back into Excel is sometimes a little more time...
View ArticleRefreshable Excel report for historical GL trial balance in Dynamics GP
Want to see your historical General Ledger trial balance in Excel? Yes, you can always print out the one from GP and dump it to Excel and manipulate the results, but there is an easier way. Below is a...
View ArticleDiscount from Packt Publishing
Have you been thinking you want to get one of my books, but holding off? No time like the present! Through the end of September my publisher, Packt Publishing, is offering 50% off if you use discount...
View ArticleSQL code to show top X percent of vendor data
I had an interesting request the other day – how do you show the top 10 (or 20) percent of vendor payments (or invoices) for a particular date range? This is something that has to be done in a several...
View ArticleRefreshable Excel report for monthly actuals vs. budgets in Dynamics GP
A lot of the requests I get are for actual vs. budget reporting. Certainly FRx and Management Reporter can do this pretty easily, but more and more I see users wanting this in Excel with a refreshable...
View ArticleDid you know you can change Void dates on Payables transactions?
I often surprise people by telling them to change the void dates when they void Payables transactions in Dynamics GP. If you’re voiding something that was just entered, leaving the defaulted dates is...
View ArticleUpdating Dynamics GP data directly in SQL
I would like to start by saying that I do not normally advocate updating Dynamics GP data directly in SQL Server. Most of the things you need to do should be handled either inside the Dynamics GP...
View ArticleDynamics GP sales amounts and quantities for rolling 12 months
Dynamics GP sales amounts and quantities for rolling 12 months
View ArticleSQL view for rolling 12 months of sales by item by site in Dynamics GP
By popular request I have created a variation on my rolling 12 months of sales by item to show a rolling 12 months of sales by item and site ID in Dynamics GP. This view will return the last 12 months,...
View ArticleSQL view for unposted checks in Dynamics GP
I have been asked more than a few times for a script that shows uposted checks and their apply detail. This can be helpful to replace the Check Batch Edit List report, which is universally hated by all...
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