web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

SSRS based customer statement

(0) ShareShare
ReportReport
Posted on by 379

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

Categories:
I have the same question (0)
  • Suggested answer
    Mike Bufano Profile Picture
    1,484 on at

    I would recommend the Accountable Forms Printer product.

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

  • James McCullough Profile Picture
    379 on at

    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?

  • James McCullough Profile Picture
    379 on at

    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.

  • Suggested answer
    Joseph Markovich Profile Picture
    3,976 on at

    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
    379 on at

    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!

  • Verified answer
    Joseph Markovich Profile Picture
    3,976 on at

    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
    379 on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 422 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans