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Finance | Project Oper...
Identify what modules your Dynamics GP sales data originates in
Victoria Yudin 22,766
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Finance | Project Oper...
SQL view for Dynamics GP open year GL trial balance with month end balances
Victoria Yudin 22,766
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Finance | Project Oper...
SQL view for Dynamics GP vendors with last activity date
Victoria Yudin 22,766
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Finance | Project Oper...
SQL view for easier General Ledger transaction searches in Dynamics GP
Victoria Yudin 22,766
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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 that case, if you need to see the data from both...

Victoria Yudin 22,766
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SQL 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 month. Here is a sample of the results (p...

Victoria Yudin 22,766
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SQL 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 last activity date for each vendor...

Victoria Yudin 22,766
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SQL 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 SmartList for this and search for Debit Amount ...

Victoria Yudin 22,766
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SQL 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 it’s very difficult to track down the...

Victoria Yudin 22,766
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SQL 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 parameter. In case you’re wondering why...

Victoria Yudin 22,766
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Create 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 on a stored procedure to allow users to ...

Victoria Yudin 22,766
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SQL 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. This is not necessarily meant to match the rep...

Victoria Yudin 22,766