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Finance | Project Operations, Human Resources, ...
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SSRS based customer statement

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Posted on by 356

Hey Everyone:

I have a requirement from a client that wants a specifically SSRS-based customer statement.  Has anyone done this before, and if so do they have anything that they are willing to share with a fellow consultant about how to do it?  Please, I don't want to hear "modify the RW report" or "modify the Word template" - neither of those are going to be particularly helpful in this situation.

Does anyone have anything that might help?

Thanks.

-J

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  • James McCullough Profile Picture
    356 on at
    RE: SSRS based customer statement

    Well, thank you very kindly sir!  This is quite the treasure trove and has saved me (and my client) time and money.  I really appreciate the gift (for lack of a better term.)

    My your tires always be full of air!

    -J

  • Verified answer
    Joseph Markovich Profile Picture
    3,947 on at
    RE: SSRS based customer statement

    Hi James-

    My pleasure and you're welcome -- glad to help!

    I've never had a problem with this showing something different than in the GP client. It has always been the same amounts and totals.

    Joe

  • James McCullough Profile Picture
    356 on at
    RE: SSRS based customer statement

    Thank you!  I very much appreciate this.  I see that your code basically riffs off of RM20101...  I take it that you've never had a problem with it not balancing with what Dynamics GP says, then?  That was one of the things I was trying to find out...  But this is great, thank you again!

  • Suggested answer
    Joseph Markovich Profile Picture
    3,947 on at
    RE: SSRS based customer statement

    Hi James-

    Check out my series of posts that is all about using SSRS in GP instead and specifically this post:

    josephmarkovich.com/.../

    At the bottom is a link to a zip file of all the SQL views and all of the SSRS report templates I've created. RM Customer Statement is in there.

    I hope this helps.

    Joe

  • James McCullough Profile Picture
    356 on at
    RE: SSRS based customer statement

    Edit for clarification: I could probably research the tables that I would need, etc. myself, I am hoping that there's a shortcut that someone could point me to as I am currently underwater with deadlines, etc.  It is specifically the report SPEC that I'm after, not the "how to" to run it.  After my first response, I realized my request was ambiguous.

  • James McCullough Profile Picture
    356 on at
    RE: SSRS based customer statement

    Cool!  But I already have Rockton, so I'm sure I could use that for the same kind of thing.  I'm more focussed on the report spec itself, not the "how to replace"....

    Thoughts?

  • Suggested answer
    Mike Bufano Profile Picture
    1,484 on at
    RE: SSRS based customer statement

    I would recommend the Accountable Forms Printer product.

    You can substitute Crystal or SSRS forms for the GP Forms/Reports

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