Victoria Yudin

When will you be upgrading to Dynamics GP 2010?

2010-03-16T17:40:20Z

There are only 23 votes so far, but as of now the leading answer is a plan to upgrade to GP 2010 by the end of the year: And a special shout out to the person who took me up on my joke and answered ‘What’s GP 2010?’! If you are looking at GP 2010, but are not sure about when to upgrade, take a look at my new MSDynamicsWorld.com article titled Time Your Upgrade to Microsoft Dynamics GP 2010 for Maximum Benefit . Filed under: Dynamics GP , GP 2010 Tagged: Dynamics GP , GP 2010...(read more)

Dynamics GP polls

2010-03-12T22:03:53Z

I had a poll on the sidebar of this blog for about a year asking what version of Dynamics GP my visitors were using. Here are the results: I admit to being a little surprised by this, I thought that GP 9.0 would be much closer to GP 10.0, not less than half. And a total of 14% of the responders are on older versions no longer supported by Microsoft. Dynamics GP 2010 is coming out in a few months, so I thought it was time to close the versions poll and start another one asking about your plans for...(read more)

SQL view with AR apply detail

2010-02-15T13:24:52Z

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 my GP Reports page. For help with using this in SmartList Builder, take a look at my post on How to use a SQL view in SmartList Builder . ~~~~~ CREATE VIEW view_AR_Apply_Detail AS...(read more)

SQL view with all GL distributions for AR transactions

2010-02-10T12:24:50Z

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 that this can be used with SmartList Builder without having to change column names. For more views like this, check out my GP Reports page. For help with using this in SmartList...(read more)

Maximizing Dynamics GP online resources

2010-02-02T15:48:11Z

I have joined the ranks of many fellow Dynamics GP MVP’s and experts and got an article published on MSDynamicsWorld.com . It’s called The “Right” Way to Maximize the Growing Number of Online Resources for Microsoft Dynamics GP and talks about how to get the most out of the many fabulous online resources available now for Dynamics GP. To read the entire article you’ll need to create a free login, but if you’re working with Dynamics GP, you should already be reading...(read more)

Selective highlighting in Crystal Reports

2010-01-15T14:06:11Z

The Crystal Reports tip from Flexible Solutions GP Reports November newsletter shows how to selectively highlight values in a list without having to write a formula. Let’s say you have a customer list with balances: Now what if you wanted to make all customers with balances of $50,000 or higher more visible? Here are the steps to do this using the Highlighting Expert in Crystal Reports (click on any of the screen shots to enlarge them): Right click on the field you want to change the display...(read more)

Happy New Year

2010-01-02T15:23:25Z

I found out yesterday that I have been awarded with the Microsoft® Most Valuable Professional Award for Dynamics GP for another year. I first became a Dynamics GP MVP in 2005, so this will be my 6th year to receive the award and I could not have done it without the support of all of you reading this! I am honored to be recognized in this program, which has existed for 14 years and recognizes independent experts who actively share their knowledge with others in various technical communities. Take...(read more)

SQL view for inventory items and dates

2009-12-04T12:09:02Z

This view is a little bit of a twist on my previous SQL view for inventory quantities on hand . The results of this view will give you a list of your Microsoft Dynamics GP inventory items, current quantities and the last sales and purchase dates along with the vendor. For other SQL views on Dynamics GP data, please visit my GP Reports page . ~~~~~ CREATE VIEW view_Inventory_with_Dates AS /******************************************************************** view_Inventory_with_Dates Created on Dec...(read more)

Running Totals in Crystal Reports

2009-11-25T10:52:25Z

Here is a tip from the Flexible Solutions GP Reports October newsletter on how to create a running total in Crystal Reports. Running totals are a great way to show totals that have a different calculation than a subtotal without having to write additional formulas. Let’s look at an example: You have a list of unapplied vendor transactions grouped and subtotaled by vendor class. Below is an example of what this report looks like right now: For each vendor class you already have a total due,...(read more)

SQL view for Payables payment apply detail in Dynamics GP

2009-10-22T19:37:21Z

I have published SQL views that return all posted Payables payments in Dynamics GP and Payables apply information to help identify what payments (or credits) paid off an invoice, however another frequent request is for a list of payments and their apply information. Below is a view that returns a list of all posted payments with details on how they were applied. Any payment that was applied to more than one transaction will show up as multiple lines. For other SQL views on GP data, please visit my...(read more)

Microsoft Dynamics Salary Survey 2009

2009-10-13T14:40:20Z

Nigel Frank International is conducting the 2009 annual survey of Microsoft Dynamics salaries worldwide. Salaries are frequently a topic of conversation for many of us, whether we are hiring or looking to be hired, so I encourage everyone to participate in this survey . Better hurry, though, the survey will be closing middle of next week. As a thank you all participants will receive a PDF report of the results once they have been compiled. This will give you an insight into the salaries, opinions...(read more)

SQL view for all posted Payables transactions in Dynamics GP

2009-10-12T08:59:19Z

Payables Transactions have been a popular request for reports lately. Below is a view that lists all posted Payables transactions in functional currency. Voided transactions are not excluded. For other SQL views on Dynamics GP data, please visit my GP Reports page . ~~~~~ CREATE VIEW view_PM_Transactions AS /*************************************************************** view_PM_Transactions Created Oct 12 2009 by Victoria Yudin - Flexible Solutions, Inc. For updates see http://victoriayudin.com...(read more)

History of Dynamics GP

2009-09-30T11:25:28Z

Do you still call it Great Plains because you’re so used to it? Or is Dynamics GP the only name you’ve ever used? In either case, you may find looking over the timeline of Dynamics GP that DynamicsWorld UK put together very educational and interesting. I have been working with GP as a customer since the DOS days and as a consultant for over 10 years, but I still learned a lot from reading this. DynamicsWorld UK also has timelines of the other Dynamics products as well as weekly interviews...(read more)

SQL view for all posted Payables payments in Dynamics GP

2009-09-11T09:21:11Z

This view is in response to more than a few inquiries I have had for a vendor check report. This view brings in all payments, not just checks, so if only checks are needed, add the following to the end of the WHERE clause: AND P.PYENTTYP = 0 For other SQL code, please visit my GP Reports page . ~~~~~ CREATE VIEW view_Payables_Payments AS /**************************************************************** view_Payables_Payments Created Sep 11, 2009 by Victoria Yudin - Flexible Solutions, Inc. For updates...(read more)

What’s with all these dates?

2009-09-08T12:59:20Z

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 to shed some light on the more common dates in a ‘generic’ way, so that it can be applied to just about any module in GP, although the primary modules I am looking at are: Payables...(read more)

SQL view for all unapplied Receivables transactions in Dynamics GP

2009-09-05T15:38:20Z

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 other SQL code, please visit my GP Reports page . ~~~~~ CREATE VIEW view_Unapplied_AR_Trx AS /**************************************************************** view_Unapplied_AR_Trx Created Sep 05, 2009 by Victoria Yudin...(read more)

Service Pack 4 for Dynamics GP 10

2009-08-25T11:51:15Z

Service Pack 4 for Dynamics GP 10.0 has been released. There is quite a long list of fixes, you can see them all in the Service Pack 4 Installation Guide . Starting with GP 10.0 any service pack or hotfix now requires an update of modified forms and reports using GP Utilities. Detailed steps for doing this are in the Service Pack 4 Installation Guide or on this CustomerSource page . Service Pack 4 brings us up to build 10.00.1368 for GP 10.0. For a complete list of the GP 10.0 versions, Microsoft...(read more)

SQL view for all posted GL transactions in Dynamics GP

2009-08-11T15:10:48Z

Below is a SQL script to create a view showing all posted General Ledger transactions in Dynamics GP. This has the common columns asked for on reports, but you can certainly add your own as needed. For additional SQL code, please visit my GP Reports page . A few notes on this view: Year-end close transactions are excluded Only functional amounts are brought in Unposted transactions will not be shown ~~~~~ CREATE VIEW view_Posted_GL_Trx AS /********************************************************...(read more)

Dynamics GP Windows 7 and Server 2008 R2 compatibility announced

2009-08-10T17:41:42Z

Just as the Windows 7 and Windows Server 2008 R2 are released, Microsoft announces that Dynamics GP 10.0 is already compatible with them. No service pack required. While my memory is not what it used to be, I do not recall any other new operating system that an existing version of GP was immediately compatible with. We have had customers asking about this for a while now, so this is a very nice surprise. Take a look at the updated GP 10.0 System Requirements for more detail. (Link requires a login...(read more)

How to get next Monday’s date in Crystal Reports

2009-07-29T16:37:57Z

From the Flexible Solutions’ GP Reports July 2009 Newsletter , here is a great new tip: how to calculate next Monday’s date in Crystal Reports. This comes up periodically when someone wants to have weekly columns on a report showing totals of something like sales, expenses or invoices due. So if you have a report parameter called ReportDate and you want to calculate the following Monday’s date, here is the formula: if DayOfWeek({?ReportDate}) = 1 then dateadd("d",1,{?ReportDate...(read more)

Dynamics GP Trial Balance in Excel using FRx

2009-07-17T18:16:19Z

While I work with SQL and Crystal Reports every day, there are some reports that are just easier created elsewhere. One example is a GL Trial Balance that you want to export to Excel. There are many ways of handling this requirement, I like using FRx for it. Below are steps by step instructions on how to set this up, from start to finish it should take no more than 10 minutes: Create a new Row format with one line encompassing all your accounts: If you have any unit accounts, make sure to exclude...(read more)

Suppressing blank lines in Crystal Reports

2009-07-15T12:24:39Z

Here is the latest Crystal Reports tip from the Flexible Solutions GP Reports June 2009 newsletter : how to work with addresses. Dynamics GP (and probably many other systems) stores address components in separate fields, so if we look at a customer address window there are many individual fields that make up an address: It is entirely possible that many of these fields will be blank, but we need to account for them on reports like customer invoices and statements just in case there are records where...(read more)

New policy for Dynamics GP service pack support

2009-06-26T10:27:00Z

Microsoft recently announced that the Dynamics products service packs will now be supported for 24 months after a new service pack is released. Previously service packs were supported for 12 months after a new service pack release. The new policy with key dates is outlined on Microsoft’s Longer Support Timelines for Key Microsoft Dynamics® Service Packs page. What this means to Dynamics GP customers is that they now have more time to test new service packs before implementing them, while Microsoft...(read more)

SQL view for inventory quantities on hand

2009-06-18T12:50:56Z

I haven’t had much time to blog lately as we have added functionality to our GP Reports Viewer product that allows seamless replacement of SOP reports in Dynamics GP and the amount of interest has been overwhelming. However, I just needed to create a new SmartList to show current inventory quantities on hand with their costs and I wanted to share the view I used. Please bear in mind, this was only tested with our data and only FIFO Perpetual inventory items, so this may not work for all situations...(read more)

Dynamically change decimal places in Crystal Reports

2009-06-02T12:16:07Z

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 steps to have Crystal dynamically determine how many decimal places to use for the quantity fields: Right click on the report field and choose Formal Field Go to the...(read more)