Month: November 2017

Usually when integrating data into Microsoft Dynamics GP we will use Integration Manager, but sometimes this tool is either not available or suitable. Not all clients have a licence for the Customisation Pack (which includes the licence for Integration Manager) or the data to be imported does not have an available adaptor in Integration Manager; examples of the latter which I’ve done work with recently include Bill of Materials and Extended Pricing.

The alternatives to using Integration Manager include other tools such as SmartConnect or Scribe (which have their own price tags attached), direct SQL inserts (which do not respect business logic in the application) or the use of GP macros to play back actions.

This latter method is what I am going to cover in this series; I will cover the recording and playback of macros and how data can be loaded in bulk by using the recorded macro as a template.

Back in April 2017 I posted an SQL function which can be used to return the workflow status of a transaction or card. This function is now complimented by another one which can be used to return the last comment recorded. This was created for use on a customisation of the Purchase Requisition Entry window which added a Rejection Reason field so users could see at a glance why a purchase requisition had been rejected.

IF OBJECT_ID (N'uf_AZRCRV_GetWorkflowApprovalComments', N'FN') IS NOT NULL
    DROP FUNCTION uf_AZRCRV_GetWorkflowApprovalComments
GO
CREATE FUNCTION dbo.uf_AZRCRV_GetWorkflowApprovalComments(@WorkflowTypeName CHAR(50),@WfBusObjKey CHAR(20))
	RETURNS VARCHAR(14)
AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).

Returns Workflow Approval status of a specified workflow item.

Requires input parameters of WorkflowTypeName and WfBusObjKey

Valid Workflow Type Names are (as of Microsoft Dynamics GP 2016 R2):
	General Ledger Batch Approval
	Receivables Batch Approval
	Payables Batch Approval
	Payables Transaction Approval
	Purchase Order Approval
	Purchase Requisition Approval
	Vendor Approval
	Employee Profile Approval
	Employee Skills Approval
	Payroll Direct Deposit Approval
	Payroll Timecard Approval
	Payroll W4 Approval
	Expense Report Approval
	Timesheet Approval
	Smartlist Designer View Approval
*/
BEGIN
	RETURN ISNULL((
		SELECT TOP 1 
			WF30100 AS ['Workflow History']
		FROM 
			WF30100 AS ['Workflow History']
		INNER JOIN
			WFI10002 AS ['Workflow Master']
				ON
					['Workflow Master'].WorkflowInstanceID = ['Workflow History'].WorkflowInstanceID
		WHERE
			['Workflow Master'].Workflow_Type_Name = @WorkflowTypeName
		AND
			['Workflow Master'].WfBusObjKey = @WfBusObjKey
		ORDER BY
			['Workflow History'].DEX_ROW_ID DESC)
	,'Not Submitted')
END
GO
GRANT EXECUTE ON uf_AZRCRV_GetWorkflowApprovalComments TO DYNGRP
GO

This function can easily be included in a view or other query used in a variety of reporting tools.

The last post was a SQL view to return purchases by vendor by fiscal year in an update of a prior script which only returned the information by the calendar year; I did a similar view at the time for the Sales series which also returned information for the calendar year. This post is an update of that one to return the information linking into the Financial Calendar setup to return the sales by customer by financial year.

IF OBJECT_ID (N'uv_AZRCRV_SalesByCustomerByYear', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_SalesByCustomerByYear
GO
CREATE VIEW uv_AZRCRV_SalesByCustomerByYear AS
/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (https://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['Receivables Transactions'].CUSTNMBR AS 'Customer ID'
	,['RM Debtor MSTR'].CUSTNAME AS 'Customer Name'
	,['RM Debtor MSTR'].CUSTCLAS AS 'Class ID'
	,['Receivables Transactions'].DOCDATE AS 'Year'
	,CASE WHEN ['RM Debtor MSTR'].INACTIVE = 1 THEN
		'Inactive'
	ELSE
		'Active'
	END AS 'Status'
	,SUM(CASE WHEN ['Receivables Transactions'].RMDTYPAL <= 3 THEN ['Receivables Transactions'].SLSAMNT ELSE ['Receivables Transactions'].SLSAMNT * -1 END) AS 'Sales Amount'
	,SUM(CASE WHEN ['Receivables Transactions'].RMDTYPAL <= 3 THEN ['Receivables Transactions'].TRDISAMT * -1 ELSE ['Receivables Transactions'].TRDISAMT END) AS 'Trade Discount'
	,SUM(CASE WHEN ['Receivables Transactions'].RMDTYPAL <= 3 THEN ['Receivables Transactions'].FRTAMNT ELSE ['Receivables Transactions'].FRTAMNT * -1 END) AS 'Freight'
	,SUM(CASE WHEN ['Receivables Transactions'].RMDTYPAL <= 3 THEN ['Receivables Transactions'].MISCAMNT ELSE ['Receivables Transactions'].MISCAMNT * -1 END) AS 'Miscalleneous'
	,SUM(CASE WHEN ['Receivables Transactions'].RMDTYPAL <= 3 THEN ['Receivables Transactions'].TAXAMNT ELSE ['Receivables Transactions'].TAXAMNT * -1 END) AS 'Tax Amount'
	,SUM(CASE WHEN ['Receivables Transactions'].RMDTYPAL <= 3 THEN ['Receivables Transactions'].DOCAMNT ELSE ['Receivables Transactions'].DOCAMNT * -1 END) AS 'Total Amount'
FROM
	(SELECT
		CUSTNMBR
		,YEAR1 AS DOCDATE
		,GLPOSTDT
		,DOCNUMBR
		,RMDTYPAL
		,SLSAMNT
		,TRDISAMT
		,FRTAMNT
		,MISCAMNT
		,TAXAMNT
		,SLSAMNT - TRDISAMT + FRTAMNT + MISCAMNT + TAXAMNT AS DOCAMNT
	FROM
		RM20101
	INNER JOIN
		SY40101
			ON
				DOCDATE BETWEEN FSTFSCDY AND LSTFSCDY
	WHERE
		VOIDSTTS >= 0
	AND
		RMDTYPAL IN (1,3,4,7,8)
	UNION ALL
		SELECT
			CUSTNMBR
			,YEAR1 AS DOCDATE
			,GLPOSTDT
			,DOCNUMBR
			,RMDTYPAL
			,SLSAMNT
			,TRDISAMT
			,FRTAMNT
			,MISCAMNT
			,TAXAMNT
			,SLSAMNT - TRDISAMT + FRTAMNT + MISCAMNT + TAXAMNT AS DOCAMNT
		FROM
			RM30101
		INNER JOIN
			SY40101
				ON
					DOCDATE BETWEEN FSTFSCDY AND LSTFSCDY
		WHERE
			VOIDSTTS >= 0
		AND
			RMDTYPAL IN (1,3,4,7,8)
	) AS ['Receivables Transactions']
LEFT JOIN
	RM00101 AS ['RM Debtor MSTR']
		ON
			['Receivables Transactions'].CUSTNMBR = ['RM Debtor MSTR'].CUSTNMBR
GROUP BY
	['Receivables Transactions'].CUSTNMBR
	,['RM Debtor MSTR'].CUSTNAME
	,['RM Debtor MSTR'].CUSTCLAS
	,['RM Debtor MSTR'].INACTIVE
	,['Receivables Transactions'].DOCDATE
GO
GRANT SELECT ON uv_AZRCRV_SalesByCustomerByYear TO DYNGRP
GO

The view can easily be plugged into SmartList Designer, SmartList Builder, a refreshable Excel Report, a SQL Server Reporting Services report or any other type of reporting tool.

DocAttach was introduced in Microsoft Dynamics GP 2013 and replaced the ole OLE Notes functionality in all areas of Dynamics GP 2013 R2.

You can attach all types of files to DocAttach including web links, except you cannot include shortcuts to files or folders on your network. While the intention of DocAttach is to be able to attach files and have them stored in the database.

However, if you deal with a substantial number of fixed assets and need images of the condition, or deal with technical diagrams, these files are often between quite and very large. As files are stored in the database as BLOBs (Binary Large OBjects) they are the same size in the database as they were originally; this can mean the database size will grow very quickly as files are added.

I have submitted a suggestion on Microsoft Connect asking that file and folder shortcuts be an allowed file type for Doc Attach.

You can vote for this suggestion here.