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Microsoft Dynamics GP (Archived)

Posted vs. Non-Posted items report from SSRS

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Posted on by 220

We are using SSRS 2008 R2 to generate reports to send out daily.  The problem is that the sales made for today's date are not "posted" until 10:00am the following day.  So, any numbers reported for today are actually yesterday's posted numbers.  I would like to find a way to report what the sales are for today that are not yet posted.  

I am rather new to Dynamics GP (6 months now) and have some understanding of the tables and layout from Victoria Yudin and others.  As such, I would like some advice on to proceed.

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  • Suggested answer
    Mahmoud Saadi Profile Picture
    32,738 on at

    I may recommend a very essential and comprehensive article by Leslie Vail, you will have a very thorough understanding of the "Transaction Flow" among SOP tables (Work, Open and History) on the link below;

    Table Names and Transaction Flow

    The main essence that you may consider is to distinguish among the various documents status to be categorized in your reports. Regardless of when the posting occurs (in your case, mid of the day), I do believe that the sales (document date) is the date that you should filter on.

  • ASheppardWork Profile Picture
    220 on at

    Thank you for the link, it was very informative and answered a great many questions about the data flow.  In regards, to my original question of how to report on or compare un-posted items to posted items during the day.

    Currently we are using the SOP30200 and SOP 30300 tables to get sales data for reporting and those are the dates being used to filter.  

    Will the SOP10100 and SOP10200 be the equivalent un-posted tables?  Should the SOPNUMBE and SOPTYPE combo be able to link to SOP300000s tables?  Or should I compare them with the RM20101 (RM Open file) and look for the SOPNUMBE and SOPTYPE combos that are not in the SOP30000s?

    Would it look like the following:

    [code="sql"]

    SELECT SOP30200.SLPRSNID, SOP30300.XTNDPRCE, SOP30300.SOPTYPE, SOP30200.DOCDATE,

    SOP30300.NONINVEN, SOP30300.SOPNUMBE, SOP30300.ITEMDESC, SOP30300.EXTDCOST, SOP30200.VOIDSTTS,

    SOP30200.CUSTNMBR, SOP30300.MRKDNAMT, SOP30300.QUANTITY, SOP30300.QTYFULFI,

    SOP30300.ITEMNMBR

    INTO #_Temp1

    FROM SOP30200

    INNER JOIN SOP30300

    ON (SOP30200.SOPTYPE = SOP30300.SOPTYPE) AND (SOP30200.SOPNUMBE = SOP30300.SOPNUMBE)

    WHERE

    (DOCDATE >= '01/01/2014' AND DOCDATE<= GETDATE())

    SELECT SOP10200.SLPRSNID, SOP10200.XTNDPRCE, SOP10100.SOPTYPE, SOP10100.DOCDATE,

    SOP10200.NONINVEN, SOP10100.SOPNUMBE, SOP10200.ITEMDESC, SOP10100.EXTDCOST, SOP10100.VOIDSTTS,

    SOP10100.CUSTNMBR, SOP10100.MRKDNAMT, SOP10200.QUANTITY, SOP10200.QTYFULFI,

    SOP10200.ITEMNMBR

    INTO #_Temp2

    FROM SOP10200

    INNER JOIN SOP10100

    ON (SOP10200.SOPTYPE = SOP10100.SOPTYPE) AND (SOP10200.SOPNUMBE = SOP10100.SOPNUMBE)

    WHERE

    (DOCDATE >= '01/01/2014' AND DOCDATE<= GETDATE())

    -- Posted

    SELECT *

    FROM #_Temp1

    WHERE

    (DOCDATE >= DATEADD(dd,-2,GetDate()) AND DOCDATE<= GETDATE())

    ORDER BY DOCDATE Desc

    -- UnPosted

    SELECT *

    FROM #_Temp2

    WHERE

    (DOCDATE >= DATEADD(dd,-2,GetDate()) AND DOCDATE<= GETDATE())

    ORDER BY DOCDATE Desc

    [/code]

  • ASheppardWork Profile Picture
    220 on at

    my apologies for the formatting of the code, I thought it would be in a window of its own.

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