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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Need help with GP Dyna...
Microsoft Dynamics GP (Archived)

Need help with GP Dynamics 10 and Crystal Reports

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Posted on by C Scheible 135

Hello - First time I have used this forum and not for sure if I am looking in the right place.  I need help setting up a report using Crystal Reports and  GP Dynamics.  I would like to pay someone to help me setup this report that is knowledgeable with both products.  I have incidents out with both companies right now and I am getting nowhere fast.  The report I am needing is mostly out of A/P in Dynanics dealing with Vendors and Budget.

 If this is in your field, please let me know.

Thanks very much.

 C. Scheible

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  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

    C. Sheible,

    Send me an email with your requirements to fhamelly@eastcoast-dynamics.com and we'll see if I can help you out.  I'm experienced with both GP10 and Crystal.

    Thank you,

  • K Day Profile Picture
    K Day 7,365 on at

    I think the people here don't mind trying to help you conceptually for free but I'm sure that someone will take you up on the paid part.  But we can certainly tell you what tables you would want to look in and how to query the data.  Can you explain what the report is that you are looking for?  Possibly what columns/values you would expect to see in the report?  I'm sure there is plenty of knowledge here on both Crystal Reports and GP 10. 

    Why don't you give us an idea of the report and see what we can come up with.

    By the way, I have found that using views or stored procedures as the data source for Crystal are helpful given the cryptic column names in the GP tables.  That way you don't have to bring in a whole table of columns; you will just get the columns you need.

    Kevin

  • C Scheible Profile Picture
    C Scheible 135 on at

    Kevin

     Below is a really crude example of what I think my client needs. 

    Vendors                          Budget/Yr          07/01/09      07/08/09        07/15/09         07/22/09

    BCBS insurance              $5000.00             $600.00       $600.00         $600.00          $600.00

    TXu Electric                     $6000.00             $550.00      $350.00          $650.00          $200.00

    .......

    Totals                              $$$$$$$              $$$$$$$        $$$$$           $$$$$            $$$$$

    They are wanting 1 report that list their bills that are due, when they are due on a weekly basis.  ALso want what is budgeted for the year and would like a column of what has been paid ( I am assuming for the year to date)

     Hope this helps some.

    Thanks so much.

     Cherry

  • K Day Profile Picture
    K Day 7,365 on at

    Where is that budgeted information stored?  I don't know anywhere in GP that stores a budget for Vendors.  However, I have had success attaching Crystal Reports to an excel spreadsheet as a data source (use a named range). Or you could use a SQL table or an access database.

    So first you would want to get a spreadsheet (or some other sort of database) with a column for Vendor ID and Budget amount.  This way you can link Vendor ID to Vendor ID.

    Looks like in your example you would need dynamic columns (Calculated fields in Crystal) and that they would go 4 weeks out.  I am thinking that you could accomplish this by creating 4 columns  (week1, week2, week3, week4) and pull in the table for payables transactions (PM20000).  This is the open invoices table.

    Column 1 might be (in english, not in any sort of code) "Where Due Date < Today + 7 days"

    Column 2 Where Due Date > Today + 7 Days and < Today + 14 days.

    See where I'm going with this?

    You could do all sorts of date manipulations with Crystal or SQL.  You need to figure out exactly what your columns need to be.  For instance, do you want just 7 days out from the date they run the report?  Or always have weekly buckets?  I would say you don't want to hard code these dates or you will have to change them all the time.  This might be the trickiest part

    To bring in the summary information about what a vendor has done to date, there are tables that store that too.  PM00201 stores this YTD summary information.  All these tables would be linked by Vendor ID.

    If you brought in all of this data in your "Detail" section of the crystal report, then you can Group and Subtotal (in Crystal) by Vendor ID.  What if you want to see just a bucket of dollars for a vendor as opposed to individual invoices?  For instance, what if above TXu Electric had 3 invoices for 100.00 due on 7-1.  Do you want to see it as $300 or as three $100 invoices?

    This is where you start getting into supressing rows in Crystal.  You might want to supress the detail section after you group by vendor and let the user drill into the section by double clicking it if they want to see the detail. 

    Hope this sends you in the right direction.  Hopefully someone else will have some more to add or correct me if I am wrong in any of this.

  • C Scheible Profile Picture
    C Scheible 135 on at

    Hi Kevin

     This looks like what I am wanting.  I will start back on it again tomorrow and I will keep intouch.

    Thanks

  • waseem Profile Picture
    waseem 230 on at

    u must mail me details on my add eco_pak@hotmail.com.

  • C Scheible Profile Picture
    C Scheible 135 on at

    Kevin

     I spoke with you last week about my Dynamics and Crystal issue.  I was waiting on a support call that I had paid for with Dynamics and Sap Crystal, but neither were able to help me.  What I would like is to pay you or someone with Dynamics and Crystal experience to help me setup this report that I need.  I work with Dynamics but not Crystal so I am at a big loss with Crystal.  Most of this report is coming from accounts payable (if not all of it).  If you are interested please write me back and I can give you my phone #, email or whatever we need to work out some kind of deal that is workable for both of us.  I really need to have this report done before the 21st. if at all possible. 

     Thank you Kevin.

     C. Scheible

  • K Day Profile Picture
    K Day 7,365 on at

    I think I would like to pass this to someone else as I don't have a copy of Crystal Reports to work with anymore.  There is someone on this site names Victoria Yudin who seems to be very experienced in Crystal and here is a link to her website.  Why don't you try to get in touch with her

    http://www.flex-solutions.com/gpreports.html 

     

  • K Day Profile Picture
    K Day 7,365 on at

    Or you could also work with Frank from the post above,

    fhamelly@eastcoast-dynamics.com

  • C Scheible Profile Picture
    C Scheible 135 on at

    Kevin

     Thank you very much for your help.  I have written Frank first to see if he is interested.  I really appreciate your help.

     C. Scheible

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