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Microsoft Dynamics GP (Archived)

How to get a list if items that have not moved since a particular date ?

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Posted on by

I am trying to get  a list of the items that have not moved since a particular date.

I was going to just dump an Item Period History Report and port it into Access or something where I can run some SQL queries on it.........but my gut is telling me that there must be an easier way?

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  • Suggested answer
    iruser2 Profile Picture
    2,048 on at

    smartlist / smartlist designer or smart list builder

  • Community Member Profile Picture
    on at

    Thanks for the response........is there a full Smart List tutorial somewhere? I figured the solution would be the SmartList but I've never really used it.

  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    12 on at

    Hi,

    You can use smartlist where you can give all kind of filter condition and save it to favorite and export it to excel.  Please refer to the following video explaining how to use smartlist in GP.

    The other option you have is create refreshable excel for the required data, in this way you dont need to login to GP you can open the excel and refreshed live data can be obtained.  Please refer the following for how to create refreshable excels.

  • Suggested answer
    Bill Campbell Profile Picture
    12 on at

    I would dump the data from Smartlist into Excel with the Last Transaction Date and then use Excel to filter the data for the date you are looking for.

    As noted, you might use Smartlist Builder to generate the report as it stands, but, I find using excel gives me the flexibility to choose different dates and using the same data, I am not stuck.

    Another option is to determine the table that contains your information - or if needed build a view in SQL - then link to that in Excel and have a live feed built directly into Excel.

    Any way it may be old school, but I have been able to make it work for me and my clients for many years.

  • Suggested answer
    KirkLivermont Profile Picture
    5,985 on at

    Wayne,

    I would start by using one of the following views and then bringing the data into Smartlist or Excel as suggested by others.

    victoriayudin.com/.../sql-view-for-inventory-items-and-dates

    victoriayudin.com/.../sql-view-for-last-sale-date-of-item

    As you are on GP2010 I don't believe you can use Smartlist Designer. If you are already licensed for Smartlist Builder you can use it to create the Smartlist or Refreshable Excel Report depending on which you prefer. If you aren't licensed for that module pull the connection into excel using a connection to the view you create on your SQL server.

    Best regards,

    Kirk

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

    Hello WayneH

    You've already got valuable answers which would definitely guide you through this request. Although, I would like to add my piece as well

    The very first thing would be to define the word "moved", it would definitely have a different meaning from a business perspective. Suppose that the last transaction date for an item was 13/12/2014, at which an adjusting entry was made after the year-end stock count was conducted, this is quite misleading as the item did not move at 31/12/2014, it may have been sold or received long time before that.

    So my personal advice would be to build you own custom report, the SQL provided by Victoria is absolutely good as it provide the last date of "sale". You may want to consider the last date of receiving ...etc.

    If you needed any assistance in building such a report, never hesitate to share your concerns,

  • Community Member Profile Picture
    on at

    Kirk,

    Thanks for the reply.....I am trying your suggestions using Victoria's scripts....specifically this one:

    victoriayudin.com/.../sql-view-for-last-sale-date-of-item

    However, I would like to modify it with the below:

    1) Add the Qty On Hand field

    2) In order to try and limit the size of the output, restrict the query to only show items whose Last-Sale-Date was Dec 31 2010 or before.

    Any suggestions......I have not written SQL script in some time so I am a bit rusty ;)

    Thanks

  • Verified answer
    KirkLivermont Profile Picture
    5,985 on at

    Wayne,

    I think you are going to want to use this view instead. I added a where clause at the bottom that should filter the dates as you are looking for.

    victoriayudin.com/.../sql-view-for-inventory-items-and-dates

    CREATE VIEW view_Inventory_with_Dates

    AS

    /********************************************************************

    view_Inventory_with_Dates

    Created on Dec 4, 2009 by Victoria Yudin - Flexible Solutions, Inc.

    For updates see victoriayudin.com/gp-reports

    All inventory items with quantity on hand and last sale

        and receipt dates Functional amounts only

    Tables used:

    I - IV00101 - Item Master

    S - IV30300 - Transaction Amounts History with DOCTYPE = 6 (sales)

    Q - IV00102 - Item Quantity Master

    U - IV40201 - U of M Schedule Header

    Updated Dec 22, 2009 to add WHERE clause at end

    Updated Jan 29, 2011 to change join type for IV30300 ********************************************************************/

    SELECT I.ITEMNMBR Item_Number,

          I.ITEMDESC Item_Description,

          Q.QTYONHND Quantity_on_Hand,

          U.BASEUOFM U_of_M,

          CASE I.ITEMTYPE

             WHEN 1 THEN 'Sales Inventory'

             WHEN 2 THEN 'Discontinued'

             WHEN 3 THEN 'Kit'

             WHEN 4 THEN 'Misc Charges'

             WHEN 5 THEN 'Services'

             WHEN 6 THEN 'Flat Fee'

             END Item_Type,

          I.CURRCOST Current_Cost,

          I.ITMCLSCD Item_Class,

          coalesce(S.LastSale,'1/1/1900') Last_Sale_Date,

          coalesce(Q.LSRCPTDT,'1/1/1900') Last_Receipt_Date,

          coalesce(Q.LSORDVND,'') Last_Vendor

    FROM IV00101 I

    LEFT OUTER JOIN

        (SELECT ITEMNMBR, MAX(DOCDATE) LastSale

         FROM IV30300

         WHERE DOCTYPE = 6

         GROUP BY ITEMNMBR) S

        ON I.ITEMNMBR = S.ITEMNMBR

    INNER JOIN

        IV00102 Q

        ON I.ITEMNMBR = Q.ITEMNMBR

        AND RCRDTYPE = 1

    INNER JOIN

        IV40201 U

        ON U.UOMSCHDL = I.UOMSCHDL

    WHERE Q.QTYONHND <> 0 AND S.LastSale > '12/31/2010'

    /** the following will grant permissions to this view to DYNGRP,

    leave this section off if you do not want to grant permissions **/

    GO

    GRANT SELECT ON view_Inventory_with_Dates TO DYNGRP

  • Community Member Profile Picture
    on at

    Kirk,

    This seems to be working perfect....I just had to switch around the '>' sign to '<' in the WHERE clause.......I just have to run through and verify the output.

    Cant thank you enough......Happy New Year to you and yours!!

  • Community Member Profile Picture
    on at

    Hi Wayne - Check out the blog post http://www.esicanada.com/erp-posts/dynamics-gp-how-to-find-obsolete-inventory/. This uses a very simple method to determine old inventory.

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