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hello,
i want to make a report using SQL Server Report Builder 3 for the customer balance in dynamics GP 2016, and i want the report to show the customer ID, customer Name, Balance . I found all that in the (PM00202) table but i want the report to have parameters for example I specify a date for example 1/1/2020 to 1/1/2021 and show me the customer balance for that range but the table only have YEAR and PERIOD. how can I achieve that functionality please?
Hi,
As you have found the PM00202 table is a summary table that is maintained separately when transactions are posted so it doesn't lend itself to reporting on date parameters as it doesn't contain the detail.
If you wish to pass in specific date parameters you'll have to use the detail tables and then group and sum the amount columns you require. There is a standard SQL view called PayablesTransactions which would be best. This unions all the relevant payables transaction tables together with descriptive column names as well. (You'll just need to filter unposted data based on the "Document Status" column if this isn't needed)
I hope this helps.
Thanks
Gavin
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