SQL View to Return Sales Quote Headers

Microsoft Dynamics GPI’ve been organising a demo of software which can be used to produce documentation using data from Microsoft Dynamics GP and integrate it with data from other systems or network shares. I thought about a few ways of getting the Dynamics GP data and decided that a custom SQL view returning only the required information was the best way to go.

This view returns sales quote headers and related fields such as the sales user defined.

-- drop view if it exists
IF OBJECT_ID(N'uv_AZRCRV_SalesQuoteHeaders', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_SalesQuoteHeaders
GO
-- create view
CREATE VIEW [dbo].[uv_AZRCRV_SalesQuoteHeaders] 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). */
SELECT RTRIM(['Sales Transaction Work'].SOPNUMBE) AS 'Quote Number' ,['Sales Transaction Work'].DOCID AS 'Quote Type' ,['Sales Transaction Work'].DOCDATE AS 'Document Date' ,FORMAT(['Sales Transaction Work'].QUOTEDAT, 'dd-MM-yyyy') AS 'Quote Date' ,FORMAT(['Sales Transaction Work'].QUOEXPDA, 'dd-MM-yyyy') AS 'Quote Expiry Date' ,FORMAT(['Sales Transaction Work'].DUEDATE, 'dd-MM-yyyy') AS 'Due Date' ,FORMAT(['Sales Transaction Work'].ReqShipDate, 'dd-MM-yyyy') AS 'Requested Ship Date' ,RTRIM(['Sales Transaction Work'].CUSTNMBR) AS 'Customer Number' ,RTRIM(['Sales Transaction Work'].CUSTNAME) AS 'Customer Name' ,RTRIM(['Sales Transaction Work'].PRSTADCD) AS 'Ship To Address Code' ,RTRIM(['Sales Transaction Work'].CNTCPRSN) AS 'Contact Person' ,RTRIM(['Sales Transaction Work'].ShipToName) AS 'Ship To Name' ,RTRIM(['Sales Transaction Work'].ADDRESS1) AS 'Address 1' ,RTRIM(['Sales Transaction Work'].ADDRESS2) AS 'Address 2' ,RTRIM(['Sales Transaction Work'].ADDRESS3) AS 'Address 3' ,RTRIM(['Sales Transaction Work'].CITY) AS 'City' ,RTRIM(['Sales Transaction Work'].STATE) AS 'State' ,RTRIM(['Sales Transaction Work'].ZIPCODE) AS 'Zip Code' ,RTRIM(['Sales Transaction Work'].COUNTRY) AS 'Country' ,RTRIM(['Sales Transaction Work'].CURNCYID) AS 'Currency ID' ,CONVERT(DECIMAL(10,2),['Sales Transaction Work'].ORSUBTOT) AS 'Originating Sub Total' ,CONVERT(DECIMAL(10,2),['Sales Transaction Work'].ORTAXAMT) AS 'Originating Tax Amount' ,CONVERT(DECIMAL(10,2),['Sales Transaction Work'].ORDOCAMT) AS 'Originating Document Amount' ,RTRIM(['Sales Transaction Work'].SALSTERR) AS 'Sales Territory ID' ,RTRIM(['Sales Territory Master'].SALSTERR) AS 'Sales Territory' ,RTRIM(['Sales Transaction Work'].SLPRSNID) AS 'Salesperson ID' ,RTRIM(['Sales User-Defined Work History'].USERDEF1) AS 'Priority' ,RTRIM(['Sales User-Defined Work History'].USERDEF2) AS 'Confirmation' ,RTRIM(['Sales User-Defined Work History'].USRDEF03) AS 'Ordered By' ,RTRIM(['Sales User-Defined Work History'].USRDEF04) AS 'Project Number' ,RTRIM(['Sales User-Defined Work History'].USRDEF05) AS 'Project Name' ,RTRIM(['RM Salesperson Master'].SLPRSNFN) + ' ' + RTRIM(['RM Salesperson Master'].SPRSNSLN) AS 'Salesperson' FROM SOP10100 AS ['Sales Transaction Work'] -- Sales Transaction Work (SOP10100) LEFT JOIN SOP10106 AS ['Sales User-Defined Work History'] -- Sales User-Defined Work History (SOP10106) ON ['Sales User-Defined Work History'].SOPTYPE = ['Sales Transaction Work'].SOPTYPE AND ['Sales User-Defined Work History'].SOPNUMBE = ['Sales Transaction Work'].SOPNUMBE LEFT JOIN RM00301 AS ['RM Salesperson Master'] -- RM Salesperson Master (RM00301) ON ['RM Salesperson Master'].SLPRSNID = ['Sales Transaction Work'].SLPRSNID LEFT JOIN RM00303 AS ['Sales Territory Master'] -- Sales Territory Master File (RM00303) ON ['Sales Territory Master'].SALSTERR = ['Sales Transaction Work'].SALSTERR WHERE ['Sales Transaction Work'].SOPTYPE = 1 GO GRANT SELECT ON uv_AZRCRV_SalesQuoteHeaders TO DYNGRP GO

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