Dexterity Focus Triggers in Dynamics GP | Dynamics GP Insights …

Dexterity Focus Triggers in Dynamics GP | Dynamics GP Insights. mpolino. 2 May 2013 2:00 AM. Comments 0. Steve Priest explains Dexterity Focus Triggers in Dynamics GP. The post Dexterity Focus Triggers in Dynamics GP | Dynamics GP

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Dexterity Focus Triggers in Dynamics GP | Dynamics GP Insights …

May 2, 2013 · mpolino · No Comments
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SDT on GPUG SIG: Sys Admin

David Meego - Click for blog homepage

Yes, that is correct.

The Support Debugging Tool (SDT) will be the topic of this month’s webinar for the System Administration GPUG (Dynamics GP User Group) Special Interest Group (SIG).

Kim Peterson and John Lowther asked if I could present a session on the Support Debugging Tool and how it can be used to simplify and speed up the administration of Microsoft Dynamics GP systems.

As you probably know, I love presenting and talking about the Support Debugging Tool. My problem is trying to keep the time down to about an hour.

The session will be held at an earlier than normal time to make it easier for me on in Perth, Western Australia.

So make a note in your calendar for 28th May 2013 from 10:00 AM (US ET) to 11:00 PM (US ET), then go to the GPUG Event page below and register:

Looking forward to helping make your lives easier. 

David

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SDT on GPUG SIG: Sys Admin

May 2, 2013 · David Musgrave · No Comments
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SQL view for current Receivables aging detail in Dynamics GP

Another reader request brings us this new script. Below is a view for current Receivables aging in detail. This code is only looking at functional currency and will return one row per open (unpaid) receivables transaction. I am hard-coding the aging using the following buckets and aging by due date:

  • Current
  • 31 to 60 Days
  • 61 to 90 Days
  • 91 and Over

If you would like to use different aging buckets, just follow the examples in my code and change the labels and number of days.

Additional resources:


create view view_Current_Receivables_Aging_Detail
as

-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
-- view_Current_Receivables_Aging_Detail
-- Created May 1, 2012 by Victoria Yudin, Flexible Solutions Inc
-- For updates see http://victoriayudin.com/gp-reports/
-- Shows current AR aging in detail w/ hard-coded aging buckets
-- Tables used:
--     CM - RM00101 - Customer Master
--     RM - RM20101 - Open Transactions
-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

select
CM.CUSTNMBR Customer_ID,
CM.CUSTNAME Customer_Name,
CM.PYMTRMID Customer_Terms,
CM.CUSTCLAS Customer_Class,
CM.PRCLEVEL Price_Level,
case RM.RMDTYPAL
  when 1 then 'Sale / Invoice'
  when 3 then 'Debit Memo'
  when 4 then 'Finance Charge'
  when 5 then 'Service Repair'
  when 6 then 'Warranty'
  when 7 then 'Credit Memo'
  when 8 then 'Return'
  when 9 then 'Payment'
  else 'Other'
  end Document_Type,
RM.DOCNUMBR Document_Number,
RM.DOCDATE Document_Date,
RM.DUEDATE Due_Date,
case
  when RM.RMDTYPAL < 7 then RM.ORTRXAMT
  else RM.ORTRXAMT * -1
  end Document_Amount,
case
  when RM.RMDTYPAL < 7 then RM.CURTRXAM
  else RM.CURTRXAM * -1
  end Unapplied_Amount,
case
  when DATEDIFF(d, RM.DUEDATE, getdate()) < 31
     and RM.RMDTYPAL < 7 then RM.CURTRXAM
  when DATEDIFF(d, RM.DOCDATE, getdate()) < 31
     and RM.RMDTYPAL > 6 then RM.CURTRXAM *-1
  else 0
  end Current,
case
  when DATEDIFF(d, RM.DUEDATE, getdate()) between 31 and 60
     and RM.RMDTYPAL < 7 then RM.CURTRXAM
  when DATEDIFF(d, RM.DOCDATE, getdate()) between 31 and 60
     and RM.RMDTYPAL > 6 then RM.CURTRXAM * -1
  else 0
  end 31_to_60_Days,
case
  when DATEDIFF(d, RM.DUEDATE, getdate()) between 61 and 90
     and RM.RMDTYPAL < 7 then RM.CURTRXAM
  when DATEDIFF(d, RM.DOCDATE, getdate()) between 61 and 90
     and RM.RMDTYPAL > 6 then RM.CURTRXAM * -1
  else 0
  end 61_to_90_Days,
case
  when DATEDIFF(d, RM.DUEDATE, getdate()) > 90
     and RM.RMDTYPAL < 7 then RM.CURTRXAM
  when DATEDIFF(d, RM.DOCDATE, getdate()) > 90
     and RM.RMDTYPAL > 6 then RM.CURTRXAM *-1
  else 0
  end 91_and_Over

from RM20101 RM

inner join RM00101 CM
     on RM.CUSTNMBR = CM.CUSTNMBR

where RM.VOIDSTTS = 0 and RM.CURTRXAM <> 0

-- add permissions for DYNGRP
GO
grant select on view_Current_Receivables_Aging_Detail to DYNGRP

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.

Filed under: Dynamics GP, GP Reports code, GP SQL scripts, Receivables SQL code Tagged: featured, GP Reports code, GP SQL view, Receivables, SQL code

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SQL view for current Receivables aging detail in Dynamics GP

May 1, 2013 · Victoria Yudin · No Comments
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Take Your Financial Reports to the Next Level with … – MSDN Blogs

the Next Level with Management Reporter — Part 1 in a series. MSDN Blogs > Dynamics Corporate Performance Management > Take Your Financial Reports to the Next Level with Management Reporter — Part 1 in a series

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Take Your Financial Reports to the Next Level with … – MSDN Blogs

May 1, 2013 · Jill Carter · No Comments
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Chalk Talk on Getting Better Reporting with Business Analyzer for Microsoft Dynamics GP 2013!!!

There is a new Chalk talk which is coming up for Dynamics GP 2013. Please find the details of the Chalk Talk below

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Chalk Talk on Getting Better Reporting with Business Analyzer for Microsoft Dynamics GP 2013!!!

May 1, 2013 · Sivakumar V · No Comments
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Expand the Solution Footprint of Your Microsoft … – MSDN Blogs

Blog Author. Kevin Machayya is a 15-year veteran of Microsoft and Great Plains Software. He has held various roles in technical support, customer service, and sales operations. For the last 11 years, Kevin has focused on the

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May 1, 2013 · Kevin Machayya · No Comments
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Dynamics GP Management Reporter Income Statement – Microsoft …

Management Reporter Web Viewer | Dynamics GP Insights. by mpolino. on 22 Apr 2013. 0 comments. View More. Dynamics GP Management Reporter Income Statement. mpolino. 1 May 2013 8:00 AM. Comments 0. Steve Chapman explains

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Dynamics GP Management Reporter Income Statement – Microsoft …

May 1, 2013 · mpolino · No Comments
Tags: , , , ,  · Posted in: Blogs I Follow Total Views: 300