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Microsoft Dynamics GP (Archived)

SRSS drilldown into GP

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Posted on by 75,848 Moderator
What would it take to code a standard SSRS report so that it can drill back into GP? Let's say I have a sales order report that show monthly sales summary history. On this report you do have the ability to drill down to see the sales orders that made up that monthly number. Now I want to be able to select a particular order and drill back into GP to see the entire sales order history detail.

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  • Suggested answer
    Richard Whaley Profile Picture
    25,195 on at
    RE: SRSS drilldown into GP

    You would have to use the Action tab on the Text Box Parameters to pass the order number into GP.  What task to call, exactly, I am not sure.

  • Richard Wheeler Profile Picture
    75,848 Moderator on at
    RE: SRSS drilldown into GP

    Thanks, I will check with the client to see if they want this level of sophistication. If they do, I will open a support case.

  • Verified answer
    Richard Whaley Profile Picture
    25,195 on at
    RE: SRSS drilldown into GP

    Thought about this some more, you can run GP with a macro to start, login, and drill down to the specific point where the information is found.  The issue, unlike links through SmartList is that you would need to logout after each inquiry to start the next one.

  • Suggested answer
    mpolino Profile Picture
    on at
    RE: SRSS drilldown into GP

    This is really easy. All you need is a URL.

    GP 2010 and 2013 include a set of URL's to drill back into GP with. If you look at the GP view named SalesTransactions and scroll all the way to the right you'll see a half dozen or so prebuilt URL's. Pick the one that drills back into the sales transaction. You can build the URL with a formula in SSRS that is just the URL root plus the document parameters from the data in SSRS.

    Here is an example:

    SOP Number For Drillback

    dgpp://DGPB/?Db=&Srv=MDPCPA&Cmp=TWO&Prod=0&Act=OPEN&Func=OpenSOP&SOURCE=11&DCSTATUS=1&SOPNUMBE=ORDST2225&SOPTYPE=2&ModuleID=11&CurncyView=1&CallID=1102

    Notice the SOP number is ORDST2225, there is a SOP Type and DCStatus (I think 1 is unposted and 3 is posted) and rest can be fixed in a formula. You want to get this from you install for the right server, company, and other info.

    If you need to drill down to something not included, Drill Down Builder will let you build your own.

    The only caveat is that GP needs to be open. The URL will not open GP for you.

    Mark

  • Tim Foster Profile Picture
    8,515 on at
    RE: SRSS drilldown into GP

    To add to Mr. Polino's thoughts...

    Even easier, if you use the SQL Views that SmartList uses (e.g. InventoryTransactions), the links are already there to use.

    Tim

  • tschaeffer49 Profile Picture
    on at
    RE: SRSS drilldown into GP

    Mark,

    Is there a list of functions that are ready to use?  My client in on GP 2013 r2, and  I'm attempting to drill back to an inventory transaction, the report has the document number and the document type but I'm not clear on the function name or what parameters I need to pass. 

    Thank you,

    Terri

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