Archive for the ‘Accounts Receivables’ Category
Receivables Inquiry Window – YTD Sales Amount Logic
A client of ours, sent out an email today saying that the YTD Sales Amount that they see on the Receivables Yearly Summary Inquiry window does not match with the Receivables Transactions smartlist’s Sales Amount pulled for the specific customer for the specific year. On analyzing the issue, I noticed that they have only pulled [...]
November 18, 2011 · 
veeyeskay · 
3 Comments
Tags: receivables summary, receivables transaction, Smartlist · Posted in: Accounts Receivables, Dynamics, Great Plains Total Views: 161
Support Debugging Tool Customization #10 – Credit Limit Check Skip in Receivables Transaction Entry (using SQL Execute in SDT)
Recently there was a support request in the forum, http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/thread/a3237a4f-fa4c-4603-8048-94cc0b2af467 where the requirement was as below. “Is there anything in Accounts Receivable that will allow a certain type of document (whatever that may be) bypass the Credit Limit Check? My client has a customer with a Credit Limit of $5000. They are additionally seeking a [...]
November 4, 2011 · veeyeskay · 5 Comments
Tags: credit, credit limit bypass, credit limit check, credit-limit, customer, customer-number, debit memos, document-type, no credit, receivables, sql execute, unlimited credit · Posted in: Accounts Receivables, Customizations, Dynamics, Great Plains, Support Debugging Tool Total Views: 87
Indicator to specify single page or multi page customer statements
Recently, I was assisting a forum user, who had requested an option to provide a visual indicator in the footer of the customer statement report, which indicates if the statement has a single page or multiple pages. After a little thought I had come up with this idea and replied back to the forum user [...]
September 17, 2011 · veeyeskay · 2 Comments
Tags: blank paper, calculated field, customer statement, display type, footer section, multi page, multiple customers, records per body, single customer, single page · Posted in: Accounts Receivables, Dynamics, Great Plains, Reporting Total Views: 78
Support Debugging Tool Customization #6 – Removing Voided Documents from Customer Statement
Based on a recent support request, I have decided to post yet another article which utilizes the Support Debugging Tool to achieve the above requirement, where in the voided documents do not appear in the Customer Statement. For this requirement, I have customized the RM Statement On Blank Paper version of the Customer Statement. The [...]
August 18, 2011 · veeyeskay · 2 Comments
Tags: Customer Statements, excluding voids, runtime execute, support debugging tool · Posted in: Accounts Receivables, Customizations, Dynamics, Great Plains, Support Debugging Tool Total Views: 116
Receivables HATB With Aging By Payment Terms (using Document Date)
As a follow up to my script for generating the Receivables HATB With Aging By Due Date (using Document Date), I have decided to post a script for the same with aging buckets based on the document date (with the logic of payment terms). This will provide the aging buckets for each transaction based on [...]
July 21, 2011 · veeyeskay · One Comment
Tags: payment-terms, Receivables Aging, Receivables HATB Report, receivables management, Receivables Reconcoliation · Posted in: Accounts Receivables, Dynamics, Great Plains, SQL Server, SQL Server 2005 Total Views: 109
Receivables HATB With Aging By Payment Terms (using GL Posting Date)
As a follow up to my script for generating the Receivables HATB With Aging By Due Date (using GL Posting Date), I have decided to post a script for the same with aging buckets based on the document date (with the logic of payment terms). This will provide the aging buckets for each transaction based [...]
July 21, 2011 · veeyeskay · One Comment
Tags: GL Posting Date, payment-terms, Receivables Aging, Receivables HATB Report, Receivables Reconcoliation, Receivables Transactions · Posted in: Accounts Receivables, Dynamics, Great Plains, SQL Server, SQL Server 2005 Total Views: 170
Receivables HATB With Aging By Due Date (using Document Date)
Hi all As a follow up to my script for generating the Receivables HATB by Document Date, I have decided to post a script for the same with aging buckets based on the due date. This will provide the aging buckets for each transaction based on the receivables aging buckets setup. /****************************************************************** Created July 21, [...]
July 21, 2011 · veeyeskay · 3 Comments
Tags: Document Date, Receivables Aging, Receivables HATB Report, Receivables Reconcoliation · Posted in: Accounts Receivables, Dynamics, Great Plains, SQL Server, SQL Server 2005 Total Views: 146
Receivables HATB With Aging By Due Date (using GL Posting Date)
Hi all As a follow up to my script for generating the Receivables HATB by GL Posting Date, I have decided to post a script for the same with aging buckets based on the due date. This will provide the aging buckets for each transaction based on the receivables aging buckets setup. /****************************************************************** Created July [...]
July 21, 2011 · veeyeskay · 5 Comments
Tags: GL Posting Date, Receivables Aging, Receivables HATB Report, Receivables Reconcoliation · Posted in: Accounts Receivables, Dynamics, Great Plains, SQL Server, SQL Server 2005 Total Views: 197
Understanding Voucher Numbers in Receivables & Payables
All of us know that the document number field in the Receivables Transaction Entry and the voucher number field in the Payables Transaction Entry has a maximum of 20 characters. However, on the transaction entry windows, these fields ONLY allow us to enter 17 characters. But the actual table field allows 20 characters. So where [...]
May 8, 2011 · veeyeskay · One Comment
Tags: Document Numbers, Recurring Batches, Voucher Numbers · Posted in: Accounts Payables, Accounts Receivables, Dynamics, Great Plains Total Views: 387
SQL View for Receivables Transactions with AA Codes
Guys There is a smartlist object for Receivables transactions, but this smartlist does not show the analytical accounting information in it. So in this post, I have decided to post a SQL view to generate a view to show receivables transaction information along with the analytical accounting information. IF EXISTS ( SELECT * FROM sys.views [...]
January 15, 2011 · veeyeskay · 5 Comments
Tags: AA Codes, Analytical Accounting, Dimension Codes, Receivables Transactions, SQL View · Posted in: Accounts Receivables, Analytical Accounting, Dynamics, Great Plains, SQL Server, SQL Server 2005 Total Views: 594