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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / GP web service for cus...
Microsoft Dynamics GP (Archived)

GP web service for customer's yearly summary

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Posted on by Community Member

Hello,

We are trying to use GP web service to implement some of the functionalities our web site needs. We need to implement yearly summary where user can use either the fiscal year or calendar year and select a year from the list. Is there a GP web service method which we can use to get the fiscal year list and get a yearly summary based on the year selected by the user?

Thank you,

Farzana Jashim

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  • Suggested answer
    Josh P Profile Picture
    Josh P 2,895 on at

    Hi Farzana,

    The closest built-in method that I know of in web services is GetGLTransactionList which returns a collection of GL Summaries. The problem is the web service only returns 1000 rows per query without some loop logic shenanigans to get all the transactions into a collection that will allow you to modify it via code.

    Here is the link to this method on MSDN: msdn.microsoft.com/.../cc508477.aspx

    Now, what I would recommend is to extend the service using the built-in eConnect stored procedures that feed data to the web service. This way, you can build the logic into SQL, and pass only the data you need to the web service. It will make things much faster, and you can customize the SOAP object sent back to you.

    Here is a link to get you started: msdn.microsoft.com/.../cc508802.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi Joshua,

    Thanks for your reply. From GP > Inquiry > Yearly Summary, I am looking for similar data. I don't need to display all the records, if there is any way to get the summary which shows similar data as Yearly Summary in GP, that will work for us. I could get the Payment Summary by using GetCustomerReceivablesSummaryByKey method. Do you know if there is any method for the yearly summary window?

    Thank you,

    Farzana Jashim

  • Suggested answer
    Josh P Profile Picture
    Josh P 2,895 on at

    I do not know of a method that provides this out of the box with web services. This is really a bare-bones web service that gives transaction data import/export methods. The service can be used for summary reporting, but I think you will need to go the route of customization.

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