SQL View to Return Sales By Customer By Year

● Ian Grieve ●  ● 3 Comments   ● 

Microsoft Dynamics GPThe last post was a SQL view to return purchases by vendor by year; in this one I am posting a similar view, but for the Sales series.

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (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).
*/
IF OBJECT_ID (N'uv_AZRCRV_SalesByCustomerByYear', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_SalesByCustomerByYear
GO
CREATE VIEW uv_AZRCRV_SalesByCustomerByYear AS
SELECT
	['Receivables Transactions'].CUSTNMBR AS 'Customer ID'
	,['RM Debtor MSTR'].CUSTNAME AS 'Customer Name'
	,['RM Debtor MSTR'].CUSTCLAS AS 'Class ID'
	,FORMAT(['Receivables Transactions'].DOCDATE, 'yyyy') 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 'Purchases 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
		,DOCDATE
		,GLPOSTDT
		,DOCNUMBR
		,RMDTYPAL
		,SLSAMNT
		,TRDISAMT
		,FRTAMNT
		,MISCAMNT
		,TAXAMNT
		,SLSAMNT - TRDISAMT + FRTAMNT + MISCAMNT + TAXAMNT AS DOCAMNT
	FROM
		RM20101
	WHERE
		VOIDSTTS >= 0
	AND
		RMDTYPAL IN (1,3,4,7,8)
	UNION ALL
		SELECT
			CUSTNMBR
			,DOCDATE
			,GLPOSTDT
			,DOCNUMBR
			,RMDTYPAL
			,SLSAMNT
			,TRDISAMT
			,FRTAMNT
			,MISCAMNT
			,TAXAMNT
			,SLSAMNT - TRDISAMT + FRTAMNT + MISCAMNT + TAXAMNT AS DOCAMNT
		FROM
			RM30101
		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
	,FORMAT(['Receivables Transactions'].DocDate, 'yyyy')
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.

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SQL Script to Prefix Email Message Subjects with Test

● Ian Grieve ●  ● 2 Comments   ● 

Microsoft Dynamics GPI had an issue reported with purchase requisitions the other day. I logged on and did a little testing and then, a short wile later, got an email from the client asking about some workflow approval emails some managers had received.

The email to the approvers did not contain the word “test” anywhere in either the subject or body. This lead to me having a horrible moment when I thought I might have done my testing on live; I was able to confirm quickly that I had not.

After this I decided I had better knock a quick script together which the client could incorporate into their live to test copy.

The script is more engineered than it might otherwise need to be as I have included code to only do the update when it is running against a test company (flagged with <TEST> at the end of the Company Name) and where the email subject isn’t already prefixed with the word TEST:

/*
Created by Ian Grieve of azurecurve|Ramblings of a Dynamics GP Consultant (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).
*/
UPDATE
	['Email Messages']
SET
	EmailMessageSubject = LEFT('TEST: ' + CAST(['Email Messages'].EmailMessageSubject AS CHAR(150)), 150)
FROM
	SY04901 AS ['Email Messages']
INNER JOIN
	DYNAMICS..SY01500 AS ['Company Master']
		ON
			['Company Master'].INTERID = DB_NAME()
WHERE
	['Company Master'].CMPNYNAM LIKE '%<TEST>'
AND
	LEFT(['Email Messages'].EmailMessageSubject, 4) <> 'TEST'
GO

As always, before running a script against a database, make sure you understand the scirpt and have a good backup of the database.

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , ,  ● Permalink ● Shortlink ●