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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Drillback - Sales All-...
Finance | Project Operations, Human Resources, ...
Suggested answer

Drillback - Sales All-in-one View window

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Posted on by bgajjar 150

Hello,

Is there way to get Drillback url for "Sales All-in-one View" window ? I wanted to open this window from external source while GP is open.

pastedimage1602265690731v1.png

Thanks

Bharat

Categories:
Microsoft Dynamics GP
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  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Drillback - Sales All-in-one View window

    I know I've had this question below and there isn't any type of URL used with the All-In-One views that you could use externally to show that information.

    Have you looked at using OData or something along those lines?  With OData, you can create custom views, publish them to OData via Dynamics GP, then use the URL to show the data in Excel or Power BI, for examples.

    Thanks

  • bgajjar Profile Picture
    bgajjar 150 on at
    RE: Drillback - Sales All-in-one View window

    Thanks Derek for the reply, I thought of that, but customer wanted to see GP window while GP is open from custom SSRS report that i built for them. so technically i was looking for dgpp://DGPB/?....url

    Thanks

    Bharat

  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Drillback - Sales All-in-one View window

    I'm pretty sure I've had a question like this before and we weren't able to find any type of URL that you can use.

    For the links, such as dgpp:// , we usually store those into a GP table, such as for SSRS or Workflow, but when looking at the Sales All-In-One view, it's mainly using temp objects to pull data, then it uses procedures, such as rmGetSalesQuotes, rmGetSalesOrders, rmGetSalesInvoices, etc., from the company database, to pull that data into the temp objects to display as needed.

    There isn't any type of URL that could be used from these views, it just seems to be pulling data and putting it into the window/form in Dynamics GP.

    Thanks

  • bgajjar Profile Picture
    bgajjar 150 on at
    RE: Drillback - Sales All-in-one View window

    Thanks Derek,  good to know the procedures name, and looks like only option is to create sub report in ssrs using these stored procs and open from the main report links on customer.

  • bgajjar Profile Picture
    bgajjar 150 on at
    RE: Drillback - Sales All-in-one View window

    Hi Derek,

    Is it possible for "Transactions by Customers" window ?

    pastedimage1602776816597v1.png

    Thanks

    Bharat

  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Drillback - Sales All-in-one View window

    Using a dexsql.log, when I pull up this 'Transaction By Customers' window, and click Redisplay which fills in data to this window, the script showing in the log file is this:

    SELECT   RMS.DOCNUMBR, RMS.CHEKNMBR, RMS.RMDTYPAL, TRXDSCRN, DUEDATE, RMS.DOCDATE, ORTRXAMT, CURTRXAM, DISTKNAM, WROFAMNT, DCSTATUS, RMS.CUSTNMBR   , BACHNUMB, RMS.BCHSOURC, RMS.TRXSORCE, VOIDSTTS   , CURNCYID,0 CURRNIDX, CORRCTN, SIMPLIFD,0 FUNCORTRXAMT   FROM RM20101 RMS   INNER JOIN RM00401 ON RM00401.DOCNUMBR = RMS.DOCNUMBR AND RM00401.RMDTYPAL = RMS.RMDTYPAL and  RM00401.DCSTATUS = 2   union   SELECT RMS.DOCNUMBR, RMS.CHEKNMBR, RMS.RMDTYPAL, DOCDESCR, DUEDATE, RMS.DOCDATE, DOCAMNT, ACCTAMNT, DISTKNAM, WROFAMNT, DCSTATUS   , RMS.CUSTNMBR, BACHNUMB, RMS.BCHSOURC, TRXSORCE,   0 VOIDSTTS, CURNCYID,0 CURRNIDX, CORRCTN, SIMPLIFD,0 FUNCORTRXAMT   FROM RM10301 RMS   INNER JOIN RM00401 ON RM00401.DOCNUMBR = RMS.DOCNUMBR AND RM00401.RMDTYPAL = RMS.RMDTYPAL and  RM00401.DCSTATUS = 1   union   SELECT RMS.DOCNUMBR, RMS.CHEKNMBR, RMS.RMDTYPAL, TRXDSCRN,0 DUEDATE, RMS.DOCDATE, RMS.ORTRXAMT, RMS.CURTRXAM, DISTKNAM, WROFAMNT, DCSTATUS   , RMS.CUSTNMBR, BACHNUMB, RMS.BCHSOURC, TRXSORCE,   0 VOIDSTTS, CURNCYID,0 CURRNIDX,0 CORRCTN,0 SIMPLIFD,0 FUNCORTRXAMT   FROM RM10201 RMS   INNER JOIN RM00401 ON RM00401.DOCNUMBR = RMS.DOCNUMBR AND RM00401.RMDTYPAL = RMS.RMDTYPAL and RM00401.DCSTATUS = 1 and RMS.RMDTYPAL = 9   union   SELECT RMS.DOCNUMBR, RMS.CHEKNMBR, RMS.RMDTYPAL, TRXDSCRN, DUEDATE, RMS.DOCDATE, ORTRXAMT, CURTRXAM, DISTKNAM, WROFAMNT, DCSTATUS, RMS.CUSTNMBR, BACHNUMB, RMS.BCHSOURC   , RMS.TRXSORCE, VOIDSTTS, CURNCYID,0 CURRNIDX, CORRCTN, SIMPLIFD,0 FUNCORTRXAMT   FROM RM30101 RMS   INNER JOIN RM00401 ON RM00401.DOCNUMBR = RMS.DOCNUMBR AND RM00401.RMDTYPAL = RMS.RMDTYPAL and  RM00401.DCSTATUS = 3   ORDER BY RMS.RMDTYPAL ASC ,RMS.DOCNUMBR ASC

    If you run this against your company database, you'll see pretty much the information this window is displaying.

    Depending on what you want to see, you could modify this SELECT script and make a SQL View out of it, then use that view to create a report, such as a SmartList report, etc.

    A dexsql.log is the easiest way to find out what a window or report is pulling data from and how. Sometimes it is populating temp objects (that begin with ##) with data via a SELECT script like above, other times it may be a stored procedure running, which we discussed previously.

    Thanks

  • Suggested answer
    Almas Mahfooz Profile Picture
    Almas Mahfooz 11,009 User Group Leader on at
    RE: Drillback - Sales All-in-one View window

    Why don't you use VSTools to open this window from your external application?

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