Month: April 2021

This post as been added as part of the series on creating a simple audit for Microsoft Dynamics GP, but wsn;t part of the original series.

I recently used the simple audit to add an audit to the Sales Customer Item Cross Reference (SOP60300) table to allow a client to keep an audit of changes to customer items. They wanted to keep track of all changes so this means three triggers are required on:

1. INSERT
2. UPDATE
3. DELETE

These triggers will record all customer items which are added, amended or removed. The Customer Items window contains a few fields, but the only ones with sensitive dta which needs to be audited are:

1. Customer Item Number
2. Customer Item Description

The first trigger creates the trigger which runs when data is inserted:

/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://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).
*/
CREATE TRIGGER utr_AZRCRV_SOP60300_AuditInsert ON SOP60300 AFTER INSERT AS
	INSERT INTO ut_AZRCRV_Audit
	SELECT
		'Sales Customer Item Cross Reference'
		,CAST(RTRIM(I.ITEMNMBR) AS VARCHAR(30)) + '|' + CAST(RTRIM(I.CUSTNMBR) AS VARCHAR(15))
		,'Insert'
		,SYSTEM_USER
		,GETDATE()
		,''
		,'Customer Item Number = ' + CAST(RTRIM(i.CUSTITEMNMBR) AS VARCHAR(30)) + ' | ' + 'Customer Item Description = ' + CAST(RTRIM(i.CUSTITEMDESC) AS VARCHAR(30))
	FROM
		inserted AS i
GO

Continue reading “Simple Audit for Microsoft Dynamics GP: Create Triggers for Audit of Customer Items”

This stored procedure can be executed to generate the next sequential sales document number; this script was created to get the next sales invoice number for a transaction to be inserted into Microsoft Dynamics GP through eConnect. I write stored procedures as a wrapper around the eConnect stored procedure as we are often working with the clients IT department or a third party and this abstracts the call way from the other application so any changes by Microsoft can be managed within the wrapper stored procedure rather than the application.

This particular example is for generating a sales order number, but can be used to generate a document number for any of the sales document transactions. To do this, change the first highlighted parameter to one of the following numbers:

1. Quote
2. Order
3. Invoice
4. Return
5. Back Order
6. Fulfillment Order

The second parameter should be set to the Doc ID which will vary depending on how you have configured Sales Order Processing.

The stored procedure to get the next sales document number is:

-- drop stored proc if it exists[/sqlgrey]
IF OBJECT_ID (N'usp_AZRCRV_GetNextSOPDocumentNumber', N'P') IS NOT NULL
	DROP PROCEDURE usp_AZRCRV_GetNextSOPDocumentNumber
GO
-- create stored proc
CREATE PROCEDURE usp_AZRCRV_GetNextSOPDocumentNumber AS
/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://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).
*/
BEGIN
	DECLARE @return_value INT
	DECLARE @I_tSOPType TINYINT = 2
	DECLARE @I_cDOCID CHAR(15) = 'STDORD'
	DECLARE @I_tInc_Dec TINYINT = 1
	DECLARE @O_vSopNumber AS VARCHAR(21)
	DECLARE @O_iErrorState INT
	
	EXEC @return_value = taGetSopNumber  @I_tSOPType = @I_tSOPType, @I_cDOCID = @I_cDOCID, @I_tInc_Dec = @I_tInc_Dec, @O_vSopNumber = @O_vSopNumber  OUTPUT,  @O_iErrorState = @O_iErrorState OUTPUT
	
	SELECT @O_vSopNumber 
END
GO

-- grant execute permission on stored proc to DYNGRP
GRANT EXECUTE ON usp_AZRCRV_GetNextSOPDocumentNumber TO DYNGRP
GO

You can execute the stored procedure using the below:

-- execute stored proc
EXEC usp_AZRCRV_GetNextSOPDocumentNumber
GO

I’ve written similar stored procedures in the past in other next numbers for other parts of Dynamics GP:

• Journal Entry Number
• Next Purchase Receipt Number
• Payables Voucher Number

I have also posted a custom solution which can be used to generate a next number when there isn’t a method available in eConnect.