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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Financail...GP Profit ...
Microsoft Dynamics GP (Archived)

Financail...GP Profit and Loss Reporting

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Posted on by Camerica 90

I am looking to create SQL Server sql view to deliver Profit and Loss Reporting to match my requirents to consolidate several Companies into one Financial statement

instead of using Management Reporter or inbuilt reports

does anyone have and sql code that addresses this request?

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

    I have used this SQL Script for GL Trial Balance previously to achieve the same requirements. It does need modifications in order to have a dynamic criteria for retrieving a specific year, quarter, month ...etc

  • Camerica Profile Picture
    Camerica 90 on at

    Many thanks for your fast response

    Yes this is very helpful to me and I will base my approach around this script

    Great!

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

    Most welcome

    Please feel free to close the case if it fulfills your requirements.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Camerica,

    Additional to saadi's detailed script, please find the below simple script that may helps you.

    select

    AccountSummary.[Account Number],

    AccountSummary.[Account Description],

    AccountSummary.[Account Category Number],

    AccountSummary.[Account Type],

    AccountSummary.[Active],

    AccountSummary.[Year],

    AccountSummary.[Period ID],

    AccountSummary.[Credit Amount],

    AccountSummary.[Debit Amount],

    AccountSummary.[Period Balance],

    case when AccountSummary.[Period Balance] < = 0 then 'Loss' else 'Profit' end 'Status'

    from AccountSummary

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

    When it comes to building a dynamic report, I personally do not prefer considering any of the summary tables, which have fixed calculations that are updated after every transaction or through the common utility "Module Reconciliation"

    Therefore, it would be a better approach to build your report to read all the transactions and do the calculations.

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