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Microsoft Dynamics GP (Archived)

Query for GL Account Summary

Posted on by Microsoft Employee

I go to Inquiry->Financial->Summary which display summary for each month.

Is there a way to get the SQL query or how do I write a query to do return the same?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Query for GL Account Summary

    I've just realized that the amount in "Period Balance" is incorrect when I run the query you provided, what shows in "Period Balance" is actually a "Net Change" which matches with the number in Account Summary's "Net Change" value.  

  • Verified answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Query for GL Account Summary

    then all you have to do in SQL is run a query like this :

    SELECT *

     FROM [AccountSummary]

     WHERE [Account Number] like 'XXX-YYY-%'

     AND YEAR = 2017

     AND [Period ID] = X

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Query for GL Account Summary

    I need to run it for a specific account and month

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Query for GL Account Summary

    Hi Jehan,

    Try the SQL View called "AccountSummary".. those are default views that Microsoft provides for each GP companies and used by the Excel & SSRS reports.

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