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SQL Scripts for Microsoft Dynamics GP: Sales by Customer By Year

Wednesday 19th Jul 2023Sunday 2nd Jul 2023 Ian Grieve4 minute read0 comment

This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script returns a list of sales in the last five years summarised by customer:

/*
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	
	['RM Customer MSTR'].CUSTNMBR AS CustomerNumber
	,['RM Customer MSTR'].CUSTNAME AS CustomerName
	,['RM Customer MSTR'].CUSTCLAS AS CustomerClass
	,['RM_Class_MSTR'].CLASDSCR AS CustomerClassDescription
	,ISNULL(['RM Salesperson Master'].SLPRSNID, '* No Salesperson *') AS CustomerSalesperson
	,RTRIM(LTRIM(RTRIM(ISNULL(['RM Salesperson Master'].SLPRSNFN, '')) + ' ' + ISNULL(['RM Salesperson Master'].SPRSNSLN, ''))) AS CustomerSalesPersonName
	,SUM(CASE WHEN YEAR(['Sales Data'].DOCDATE) = YEAR(GETDATE()) THEN SLSAMNT ELSE 0 END) AS SalesYear0
	,SUM(CASE WHEN YEAR(['Sales Data'].DOCDATE) = YEAR(GETDATE()) -1 THEN SLSAMNT ELSE 0 END) AS [SalesYear-1]
	,SUM(CASE WHEN YEAR(['Sales Data'].DOCDATE) = YEAR(GETDATE()) -2 THEN SLSAMNT ELSE 0 END) AS [SalesYear-2]
	,SUM(CASE WHEN YEAR(['Sales Data'].DOCDATE) = YEAR(GETDATE()) -3 THEN SLSAMNT ELSE 0 END) AS [SalesYear-3]
	,SUM(CASE WHEN YEAR(['Sales Data'].DOCDATE) = YEAR(GETDATE()) -4 THEN SLSAMNT ELSE 0 END) AS [SalesYear-4]
FROM
	(
		SELECT
			CUSTNMBR
			,DOCNUMBR
			,RMDTYPAL
			,DOCDATE
			,GLPOSTDT
			,CASE WHEN RMDTYPAL < 7 THEN
				SLSAMNT
			ELSE
				SLSAMNT * -1
			END AS SLSAMNT
		FROM
			RM20101 [sqlgreen]--[gptl=RM20101][/sqlgreen]
		WHERE
			RMDTYPAL <> 9
		AND
			VOIDSTTS = 0
		UNION ALL
			SELECT
				CUSTNMBR
				, DOCNUMBR
				, RMDTYPAL
				, DOCDATE
				, GLPOSTDT
				,CASE WHEN RMDTYPAL < 7 THEN
					SLSAMNT
				ELSE
					SLSAMNT * -1
				END AS SLSAMNT
			FROM
				RM30101 [sqlgreen]--[gptl=RM30101][/sqlgreen]
			WHERE
				RMDTYPAL <> 9
			AND
				VOIDSTTS = 0
	) AS ['Sales Data']
	INNER JOIN
		RM00101 ['RM Customer MSTR'] --RM Customer MSTR (RM00101)
			ON
				['Sales Data'].CUSTNMBR = ['RM Customer MSTR'].CUSTNMBR
	LEFT OUTER JOIN
		RM00301 AS ['RM Salesperson Master'] --RM Salesperson Master (RM00301)
			ON
				['RM Customer MSTR'].SLPRSNID = ['RM Salesperson Master'].SLPRSNID
	LEFT OUTER JOIN
		RM00201 AS ['RM_Class_MSTR'] --RM_Class_MSTR (RM00201)
			ON
				['RM Customer MSTR'].CUSTCLAS = ['RM_Class_MSTR'].CLASSID
GROUP BY
	['RM Customer MSTR'].CUSTNMBR
	,['RM Customer MSTR'].CUSTNAME
	,['RM Customer MSTR'].CUSTCLAS
	,['RM Salesperson Master'].SLPRSNID
	,['RM Salesperson Master'].SLPRSNFN
	,['RM Salesperson Master'].SPRSNSLN
	,['RM_Class_MSTR'].CLASDSCR
GO

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations

Wednesday 19th Jul 2023Saturday 15th Jul 2023 Ian Grieve3 minute read1 Comment

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

There is only one setting required for the use of locations in Business Central. That is to make the locations mandatory; this is a very important step to do if you have even a single location defined in Business Central. If locations are not mandatory, then users can process stock related transactions without selecting a location for the goods, which can result in unexpected behaviour. Goods processed in this way will show as being at an unspecified location

If you have been processing in Business central without locations mandatory, you will need to do some transfers of goods from the unspecified location to an actual location before you make locations mandatory.

To make locations mandatory, do a search in the Tell me what you want to do for Inventory Setup; toggle the Location Mandatory option on:

With this option enabled, all stock processing will now require a site to be selected.

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
Word Template Mail Merge in Business Central: Create Word Template for Mail Merge
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Using a Word Template
Word Template Mail Merge in Business Central: Create Mail Merge from a Business Central Entity using a Word Template
Word Template Mail Merge in Business Central: Send Email Using a Word Template
Word Template Mail Merge in Business Central: Send Email Using a Word Template as an Attachment
Source Codes in Microsoft Dynamics 365 Business Central: Understand Source Codes
Source Codes in Microsoft Dynamics 365 Business Central: Maintain Source Codes
Source Codes in Microsoft Dynamics 365 Business Central: Control Which Source Codes Are Used
Source Codes in Microsoft Dynamics 365 Business Central: Why You Might Want to Use a Different Source Code for Journals
Source Codes in Microsoft Dynamics 365 Business Central: Use a Different Source Code for Journals
In Microsoft Dynamics 365 Business Central (Administration), how do I… Edit Data in Excel
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Manage Relationships Between Customers
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I…

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I…
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use

SQL Scripts for Microsoft Dynamics GP: Extract GL Period Balances

Tuesday 18th Jul 2023Sunday 2nd Jul 2023 Ian Grieve3 minute read0 comment

This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script was put together a while ago for a client who was migrating from Dynamics GP to another ERP system.

There are three sections to the script.

Firstly, a table is created in the DYNAMICS database into which data from all company databases will be populated:

/*
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 TABLE GLPeriodBalances
	(
		INTERID VARCHAR(100),
		ACTINDX VARCHAR(100),
		ACTNUMST VARCHAR(100),
		YEAR1 VARCHAR(100),
		PERIODID VARCHAR(100),
		LEDGERID VARCHAR(100),
		PERDBLNC VARCHAR(100),
		ACTNUMBR_1 VARCHAR(100),
		ACTNUMBR_2 VARCHAR(100),
		ACTNUMBR_3 VARCHAR(100),
		ACCATNUM VARCHAR(100),
		DEBITAMT VARCHAR(100),
		CRDTAMNT VARCHAR(100)
	)
GO

Secondly, a script which can be run in each company database to populate the extract table in the DYNAMICS database:

/*
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).
*/INSERT INTO DYNAMICS..GLPeriodBalances
	(
		INTERID
		,ACTINDX
		,ACTNUMST
		,YEAR1
		,PERIODID
		,LEDGERID
		,PERDBLNC
		,ACTNUMBR_1
		,ACTNUMBR_2
		,ACTNUMBR_3
		,ACCATNUM
		,DEBITAMT
		,CRDTAMNT
	)
	
	SELECT
		DB_NAME(),
		['GL Period Balance'].ACTINDX
		,['Account Index Master'].ACTNUMST
		,['GL Period Balance'].YEAR1
		,['GL Period Balance'].PERIODID
		,['GL Period Balance'].LEDGER_ID
		,['GL Period Balance'].PERDBLNC
		,['Account Index Master'].ACTNUMBR_1
		,['Account Index Master'].ACTNUMBR_2
		,['Account Index Master'].ACTNUMBR_3
		,['GL Period Balance'].ACCATNUM
		,['GL Period Balance'].DEBITAMT
		,['GL Period Balance'].CRDTAMNT
	FROM
		GL00105 AS ['Account Index Master'] --Account Index Master (GL00105)
	INNER JOIN
		GL10110 AS ['GL Period Balance'] --Account Current Summary Master (GL10110)
			ON
				['Account Index Master'].ACTINDX = ['GL Period Balance'].ACTINDX
GO

Thirdly, the script which is used to select data from the extract table in the DYNAMICS database:

/*
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 
      *
FROM
	DYNAMICS..GLPeriodBalances
GO

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

Use uBlock Filters to Hide Sections of A Website (such as Twitter)

Tuesday 18th Jul 2023Sunday 2nd Jul 2023 Ian Grieve2 minute read0 comment

There are a few websites which display content, I don’t want to see and I’ve been looking for a way to block it. I am a user of the Vivaldi browser, which is Chromium based. The browser supports all of the extensions in the Google Play Store, which includes the uBlock Origin ad-blocker.

As well as doing traditional ad-blocking, the extension also allows you to block arbitrary elements of the site. In the caes of Twitter, I want to hide the Bookmarks and Verified tabs on the navigation pane:

Continue reading “Use uBlock Filters to Hide Sections of A Website (such as Twitter)”

SQL Scripts for Microsoft Dynamics GP: View to Return List of Payments and Linked Invoices

Monday 17th Jul 2023Monday 19th Jun 2023 Ian Grieve5 minute read0 comment

This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script creates a SQL view which returns a list of payments and the invoices linked to them.

/*
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 VIEW uv_AZRCRV_InvoicesLinkedToPayments AS

SELECT
	['Payment Batch'].BACHNUMB AS 'Batch ID'
	,['Payment Batch'].DOCDATE AS 'Payment Date'
	,['Payment Batch'].DOCNUMBR As 'Cheque Number'
	,['PM Transactions'].VCHRNMBR
	,['PM Transactions'].VENDORID
	,['PM Creditor Master'].VENDNAME
	,CASE WHEN ['PM Transactions'].DOCTYPE = 1 THEN
		'Invoice'
	WHEN ['PM Transactions'].DOCTYPE = 5 THEN
		'Credit Note'
	WHEN ['PM Transactions'].DOCTYPE = 6 THEN
		'Payment'
	END AS DOCTYPE
	,['PM Transactions'].DOCDATE
	,['PM Transactions'].VALUE
	,['PM Transactions'].MODIFDT
	,['PM Transactions'].PSTGDATE
	,['PM Transactions'].POSTEDDT
	,['Account Index Master'].ACTNUMST
	,['Account Master'].ACTDESCR
FROM
	PM30200 AS ['Payment Batch'] WITH (NOLOCK) --PM Paid Transaction History File (PM30200)
INNER JOIN
	PM10201 AS ['Remittance'] WITH (NOLOCK) --PM Payment Apply To Work File (PM10201)
		ON
			['Payment Batch'].VCHRNMBR = ['Remittance'].PMNTNMBR
INNER JOIN
	(SELECT
		['PM Transaction Open'].VCHRNMBR
		,['PM Transaction Open'].VENDORID
		,['PM Distribution Work Open'].DSTINDX
		,['PM Transaction Open'].DOCTYPE
		,['PM Transaction Open'].DOCDATE
		,CASE WHEN ['PM Distribution Work Open'].CRDTAMNT > 0 THEN
			['PM Distribution Work Open'].CRDTAMNT * -1
		ELSE
			['PM Distribution Work Open'].DEBITAMT
		END AS 'Value'
		,['PM Transaction Open'].MODIFDT
		,['PM Transaction Open'].PSTGDATE
		,['PM Transaction Open'].POSTEDDT
	FROM
		PM20000 AS ['PM Transaction Open'] WITH (NOLOCK) --PM Transaction OPEN File (PM20000)
	INNER JOIN
		PM10100 AS ['PM Distribution Work Open'] WITH (NOLOCK) --PM Distribution WORK OPEN (PM10100)
			ON
				['PM Distribution Work Open'].VCHRNMBR = ['PM Transaction Open'].VCHRNMBR
			AND
				['PM Distribution Work Open'].CNTRLTYP = ['PM Transaction Open'].CNTRLTYP
	UNION ALL
		SELECT
			['PM Transaction History'].VCHRNMBR
			,['PM Transaction History'].VENDORID
			,['PM Distribution Hist'].DSTINDX
			,['PM Transaction History'].DOCTYPE
			,['PM Transaction History'].DOCDATE
			,CASE WHEN ['PM Distribution Hist'].CRDTAMNT > 0 THEN
				['PM Distribution Hist'].CRDTAMNT * -1
			ELSE
				['PM Distribution Hist'].DEBITAMT
			END AS 'Value'
			,['PM Transaction History'].MODIFDT
			,['PM Transaction History'].PSTGDATE
			,['PM Transaction History'].POSTEDDT
		FROM
			PM30200 AS ['PM Transaction History'] WITH (NOLOCK)
		INNER JOIN
			PM30600 AS ['PM Distribution Hist'] WITH (NOLOCK) --PM Distribution History File (PM30600)
				ON
					['PM Distribution Hist'].VCHRNMBR = ['PM Transaction History'].VCHRNMBR
				AND
					['PM Distribution Hist'].DOCTYPE = ['PM Transaction History'].DOCTYPE
	) AS ['PM Transactions']
		ON
			['PM Transactions'].VCHRNMBR = ['Remittance'].VCHRNMBR
		AND
			['PM Transactions'].DOCTYPE = ['Remittance'].DOCTYPE
INNER JOIN
	GL00105 AS ['Account Index Master'] WITH (NOLOCK) --Account Index Master (GL00105)
		ON ['Account Index Master'].ACTINDX = ['PM Transactions'].DSTINDX
INNER JOIN
	GL00100 AS ['Account Master'] WITH (NOLOCK) --Breakdown Account Master (GL00100)
		ON ['Account Master'].ACTINDX = ['Account Index Master'].ACTINDX
INNER JOIN
	PM00200 AS ['PM Creditor Master'] WITH (NOLOCK) --PM Vendor Master File (PM00200)
		ON ['PM Creditor Master'].VENDORID = ['PM Transactions'].VENDORID
GO

GRANT SELECT ON uv_AZRCRV_InvoicesLinkedToPayments TO DYNGRP
GO

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
Verify Tax Detail Assigned to Vendor
Insert Extended Pricing Price Sheet Header
Prefix Companies Names with System Designator
SQL View to Return Category Linked to Segment 3 in COA
Update Site Descriptions From CSV
Copy Workflow from Source to Destination Database
Extract GL Period Balances
Sales by Customer By Year
Purchased Items With Serial Numbers and Linked Sales Transactions
SQL View to Return Purchase Orders
Select All Primary Keys and Generate ALTER Script
Copy Workflow Calendar from Source to Destination Database
SQL Trigger on PO invoice Insert to Change GL posted Date
Sales by Salesperson By Year
Script to Set Transactions as Included on VAT Daybook Return
SQL Script to Return PO Receipts
Insert Extended Pricing Price Sheet UofM Work
View for Payables Transactions Extract
Export Open/History PM Transactions After a Specified Date
Copy Email Messages from a Source to Destination Database
PO Receipt History View
Insert Extended Pricing Price Sheet Assignments
Extract Payables Transactions from All Companies
List Open Purchase Orders
SQL View to Create Division Tree for Management Reporter
Select Chart of Accounts
Activate Horizontal Scroll Bars for All Existing Users
Workflow Assignment Review
Update Item Replenishment Method for Manufacturing
Get Alpha Characters from an Alphanumeric String
Set Vendor On Hold If EFT Details Changed
List Open Purchase Order Lines
SQL View to Create Division, including UDF 3 and 4, Tree for Management Reporter
Delete Orphaned Vendor EFT Details
Sales Invoice Query
Round Extended Pricing Price Sheet Item Value
Get Numeric Characters from an Alphanumeric String
Trigger to Activate Horizontal Scroll Bars for New Users
View to Return List of Payments and Linked Invoices
Select Duplicate Extended Pricing Price Sheet Work Records
RM Aged Debt Report
Select Next Temporary Creditor ID
Select a List of Vendor Addresses
Set Vendor On Hold When Created
Assembly Transaction Quantities Required
Generate Standard Cost Update Macro from Text File Import
Check for Corrupt Extended Pricing Records
Sales Line Items
Compare Ship To Address on Work Sales Trx Against Customer
SQL View to Return PO Commitment Detail
List Bank Accounts with Linked GL Accounts
Validate and Insert/Update Vendor Emails from a Text File
Return Items with Incorrect Quantities
Set Account Categories To User-Defined Field 2
Check Posting Type for Account (Segment 2)/Account Category Combinations
Update Ship To Name on Work Sales Transactions to Match the Customer Name
List Tax Detail Transactions
Select Tax Details and Related G/L Accounts
Update Account Description by Adding 3rd Segment Description
Update Segment Descriptions from Other Database
Return Opening Balance for Period of Supplied Date
Update Min Order Qty and Average Lead Time on Vendor Item From Text File
List of PM Invoices for Vendors with POs
Select Debit, Credit and Net Change for All Accounts in Date Range
Select All Pending Prepayments
Available Stock for All Items
Item Report
Migrate Vendor Emails from Active Docs to Standard Email Fields
Update Mfg Cost Accounts from Mfg Item Class Setup
PO Commitment Detail
Update Inventory Accounts from Item Class
Create Macro to Delete Items
Update Accounts Payable Distribution on Work Status PM Transactions from Posting Account Setup
Update Item Resource Planning on Item Quantity Master from Text File
SQL View to Return List of Posted Vendor Document Numbers
Update Inventory Distribution on Work Status Purchase Orders from the Item Card
Update Item Engineering File from a Text File
List of Exchange Rates

Installing Microsoft Dynamics 365 Business Central 2023 Wave 1 On-premise Demo

Monday 17th Jul 2023Saturday 15th Jul 2023 Ian Grieve2 minute read0 comment

Back in August of last year, I did a short series of articles on installing the Microsoft Dynamics 365 Business Central 2022 Wave 1 demo. In April, 2023 Wave 1 was released; I’ve decided to install a new on-premise demo environment using this version, which will allow me to use that demo/test environment when traveling if I don’t have an Internet connection.

The environment I am using is a similar one as I used for the 2022 Wave 1 demo series; there is a VM and client server, both running Windows Server 2022 Standard.

You can download Dynamics BC 2023 Wave 1 here.

Once you’ve downloaded the installation media and extracted the files, launch the setup.exe installation routine in the root directory and click Next on the welcome page:

Welcome to the Microsoft Dynamics Business Central Setup

Continue reading “Installing Microsoft Dynamics 365 Business Central 2023 Wave 1 On-premise Demo”

ClassicPress Plugins Available From azurecurve | Development in 2023: Shortcodes in Comments

Sunday 16th Jul 2023Sunday 5th Mar 2023 Ian Grieve1 minute read0 comment

In this series of articles, I am going to introduce each of the plugins I have developed for ClassicPress, a hard-fork of WordPress, which was originally created to provide an alternative, yet compatible, CMS without the Gutenberg block editor.

The 38th plugin is Shortcodes in Comments.

Shortcodes in Comments v1.2.4 Released

Allows shortcodes to be used in comments.

This plugin is multisite compatible; each site can independently define the shortcodes which can be used.

Continue reading “ClassicPress Plugins Available From azurecurve | Development in 2023: Shortcodes in Comments”

ClassicPress Plugins Available From azurecurve | Development in 2023: Series Index

Saturday 15th Jul 2023Sunday 5th Mar 2023 Ian Grieve3 minute read0 comment

The 37th plugin is Series Index.

Displays Index of Series Posts using series-index shortcode. This plugin is multi-site compatible and integrates with the Toggle Show/Hide plugin from azurecurve. The shortcode can be used on posts and pages; the format of the index and other options are user configurable through an admin page.

Two custom fields (Series and Series Position) need to be added to each post in the series; these fields are used for selecting the posts and ordering them when the index is displayed; series index post should be Series Position of 0 (this is used for determining the link for the title).

Shortcode [series-index] is placed in the post where you want the index.

Shortcode [series-index-link] can be used in a post a link back to the series index (Series Position = 0) post using the series title as the link text; [series-index-link]alternative text[/series-index-link] to display text different to the series title. title attribute can be used to create link to other series index post; e.g. [series-index-link title='Implementing Jet Reports' /].

This plugin is multisite compatible; each site will need settings to be configured in the admin dashboard.

Continue reading “ClassicPress Plugins Available From azurecurve | Development in 2023: Series Index”

SQL Scripts for Microsoft Dynamics GP: Delete Orphaned Vendor EFT Details

Friday 14th Jul 2023Monday 19th Jun 2023 Ian Grieve2 minute read0 comment

This script is part of the SQL Scripts for Microsoft Dynamics GP where I will be posting the scripts I wrote against Microsoft Dynamics GP over the 19 years before I stopped working with Dynamics GP.

This script will delete the orphaned vendor EFT details left over after a vendor record has been deleted, which was due to a but in Dynamics GP (which may be fixed by now).

I’ve previously posted about a SQL trigger to delete the EFT when the vendor card is deleted, but that wouldn’t remove existing orphaned records which this script will do.

/*
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).
*/
DELETE
	['Address Electronic Transfer Funds Master']
FROM
	SY06000 AS ['Address Electronic Transfer Funds Master'] --Address Electronic Funds Transfer Master (SY06000)
LEFT JOIN
	PM00300 AS ['PM Creditor Address Master'] --PM Address MSTR (PM00300)
		ON
			['PM Creditor Address Master'].VENDORID = ['Address Electronic Transfer Funds Master'].VENDORID
		AND
			['PM Creditor Address Master'].ADRSCODE = ['Address Electronic Transfer Funds Master'].ADRSCODE
WHERE
	['PM Creditor Address Master'].VENDORID IS NULL

Click to show/hide the SQL Scripts for Microsoft Dynamics GP Series Index

SQL Scripts for Microsoft Dynamics GP
Verify PM Batches Exist
Update Accrued Purchases Distribution on History Receipts from Posting Account Setup
Insert Mfg BOMs from Text File
SQL Function To Return Approver
List of Active Fixed Assets
Insert Manufacturing Routings from Text File
Table Function to Split String on Delimiter
List of Open Payables Transactions
Insert Creditor Item Numbers
Return Top Level BOM for Manufacturing Orders
Custom Purchase Order Email Notification to Originator on Workflow Final Approval
list of Open Payables Distributions
Set New Vendor On Hold if EFT Exists
Set New Vendor On Hold if EFT Exists
Payment Run Apply Query
List GL Transactions
Simple RMA Audit
Change Vendor Change Approvals Joins and Fields
Insert National Accounts from CSV
List GL Accounts With Notes
Import Site Bins From CSV
Remove Multicurrency from Sales Transactions
Change Email Notification Assignment
List General Ledger Transactions (Excluding Year End Journals)
List Taxes Linked to GL Accounts
Allow Workflow Originator to be an Approver
Add Joins and Fields to PM Document Approval Notification Emails
Update Accounts and Distributions on Work Status Sales Transactions from Item Card, Tax Details or Posting Account Setup
Upload and Verify Tax Commodity Codes
Delete Corrupt Extended Pricing Data
Assign All Items to All Site Bins
Sales Transactions (Work) Against a Specific Site
Change Web Service URi
SQL View to Return Quantity Available
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In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations

Friday 14th Jul 2023Saturday 8th Jul 2023 Ian Grieve4 minute read0 comment

Locations in Business Central are physical or virtual places where inventory items are stored or tracked within your organization. Enabling the multiple locations feature allows you to manage and track inventory across different storage sites, such as warehouses, stores, or distribution centres.

Location cards represent each specific location in Business Central and contains information such as the location code, description, address, contact details, and any specific settings related to the location; multiple locations can be created for each physical or virtual storage site.

Enabling locations allows the tracking of inventory quantities and movements at a granular level, allowing monitoring of the availability and stock levels of each item in each location separately, helping you manage inventory more effectively.

Even taking into account the above, locations are not mandatory and you can use inventory in Business Central without them. The absence of locations simplifies the setup and configuration process and it can be suitable for businesses with relatively straightforward inventory management needs or those operating from a single location.

However, I still generally recommend to clients who only have one site or relatively simple inventory requirements, that they create at least one location and make locations mandatory. Across the last twenty years I have dealt with a few clients who originally said they don’t have any stock locations as such and don’t need to track by location, who, over time, had changing requirements and did then create more than one location.

If they’d started off with no locations, they’d have had to enable and create locations and then change their processes, including additional training for users; by having locations from the start, their processes already included the location and all they had to do was create an additional location and start transacting in it.

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