SQL View To Allow Customer/Item Link In SmartList Builder

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPOn this one I am open to someone telling me that there is actually a way to do this out of the box, but I haven’t been able to find it. On a SmartList I was creating, I needed to pull the customer item number and description through to a SOP transaction SmartList, but couldn’t find any table to link with.

As a workaround, I created this view which contains the required link using the CUSTNMBR from SOP10100 (Sales Transaction Work) and the ITEMNMBR from SOP10200 (Sales Transaction Amounts Work):


CREATE VIEW uv_AZRCRV_CustomerItemLink AS
/*
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).
*/
	SELECT
		SOP102.SOPNUMBE
		,SOP102.SOPTYPE
		,SOP102.LNITMSEQ
		,SOP101.CUSTNMBR
		,SOP102.ITEMNMBR
	FROM
		SOP10200 AS SOP102 WITH (NOLOCK)
	INNER JOIN
		SOP10100 AS SOP101 WITH (NOLOCK)
			ON SOP101.SOPNUMBE = SOP102.SOPNUMBE AND SOP101.SOPTYPE = SOP102.SOPTYPE
	INNER JOIN
		SOP60300 AS SOP603 WITH (NOLOCK)
			ON SOP603.CUSTNMBR = SOP101.CUSTNMBR AND SOP603.ITEMNMBR = SOP102.ITEMNMBR
GO

GRANT SELECT ON uv_AZRCRV_CustomerItemLink TO DYNGRP
GO
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SQL View For Payables Transaction Distribution Accounts

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPOne of the odd limitations in SmartList is the inability to run a report and get the distribution accounts for payables transactions; there is a field available for the different distributions, but these fields are from the Vendor Card, not the transaction. This view was the result of a query from someone; it returns the account number and description for the payables distributions.

CREATE VIEW uv_AZRCRV_PayablesTransactionDistributionAccounts AS

SELECT
	['PM Distribution WORK OPEN HIST'].VCHRNMBR AS 'Voucher Number'
	,CASE WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 1 THEN
		'Cash'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 2 THEN
		'Payable'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 3 THEN
		'Discount Available'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 4 THEN
		'Discount Taken'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 5 THEN
		'Finance Charge'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 6 THEN
		'Purchase'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 7 THEN
		'Trade Discount'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 8 THEN
		'Miscellaneous Charge'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 9 THEN
		'Freight'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 10 THEN
		'Taxes'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 11 THEN
		'Writeoffs'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 12 THEN
		'Other'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 13 THEN
		'GST Disc'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 14 THEN
		'PPS Amount'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 16 THEN
		'Round'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 17 THEN
		'Realized Gain'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 18 THEN
		'Realized Loss'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 19 THEN
		'Due To'
	WHEN ['PM Distribution WORK OPEN HIST'].DISTTYPE = 20 THEN
		'Due From'
	END AS 'Distribution Type'
	,['PM Distribution WORK OPEN HIST'].DistRef AS 'Distribution Reference'
	,['Account Index Master'].ACTNUMST AS 'Account Number'
	,['Account Master'].ACTDESCR AS 'Account Description'
FROM
	(SELECT
		VCHRNMBR
		,DISTTYPE
		,DSTINDX
		,DistRef
	FROM
		PM10100 AS ['PM Distribution WORK OPEN HIST']
	UNION ALL
		SELECT
			VCHRNMBR
			,DISTTYPE
			,DSTINDX
			,DistRef
		FROM
			PM30600 AS ['PM Distribution History File']
	) AS ['PM Distribution WORK OPEN HIST']
INNER JOIN
	GL00105 AS ['Account Index Master']
		ON ['Account Index Master'].ACTINDX = ['PM Distribution WORK OPEN HIST'].DSTINDX
INNER JOIN
	GL00100 AS ['Account Master']
		ON ['Account Master'].ACTINDX = ['Account Index Master'].ACTINDX
GO

GRANT SELECT ON uv_AZRCRV_PayablesTransactionDistributionAccounts TO DYNGRP
GO
● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

SQL View For Remittance Enabled

● Ian Grieve ●  ● 2 Comments  ● 

Microsoft Dynamics GPWant an easy way to see which vendors are configured for remittances to be emailed? Plug this view into SmartList Designer, or SmartList Builder, and you’ll have that easy way.

CREATE VIEW uv_AZRCRV_VendorRemittanceEnabled AS
SELECT 
	EmailCardID AS VENDORID
	,CASE WHEN EmailDocumentEnabled = 1 THEN 'Yes' ELSE 'No' END AS 'Remittance Enabled'
 FROM 
	SY04905
WHERE
	EmailSeriesID = 4
AND
	MODULE1 = 19
AND	
	EmailDocumentID = 6
GO

GRANT SELECT ON uv_AZRCRV_VendorRemittanceEnabled TO DYNGRP
GO
● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

Security Views For Use In SmartList Designer: Security Roles With Tasks & Operations

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPThe sixth SQL view in this series does not include users, but instead shows the security roles, tasks and also the operations. To use this view you will need to have populated the Security Resource Descriptions table.

CREATE VIEW [dbo].[uv_AZRCRV_SecurityRolesWithTasksAndOperations] AS
/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['Security Roles Master'].SECURITYROLEID AS 'Security Role ID'
	,['Security Roles Master'].SECURITYROLENAME AS 'Security Role Name'
	,['Security Role Task Assignment'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
	,['Security Resource Descriptions'].Series_Name AS 'Series Name'
	,['Security Resource Descriptions'].DSPLNAME AS 'Security Operation Name'
FROM
	SY09100 AS ['Security Roles Master']
INNER JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
INNER JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
INNER JOIN
	SY10700 AS ['Security Assignment Task Operations']
		ON ['Security Assignment Task Operations'].SECURITYTASKID = ['Security Task Master'].SECURITYTASKID
INNER JOIN
	SY09400 AS ['Security Resource Descriptions']
		ON ['Security Resource Descriptions'].SECURITYID = ['Security Assignment Task Operations'].SECURITYID
GO

GRANT SELECT ON uv_AZRCRV_SecurityRolesWithTasksAndOperations TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

Security Views For Use In SmartList Designer: Populating Security Resource Descriptions

● Ian Grieve ●  ● 8 Comments  ● 

Microsoft Dynamics GPIn this post I’m taking a slight diversion and not posting a SQL view. The reason is that the next view I will be posting requires that the security resource descriptions be available which, by default, they’re not. However, they can be made available, which is what I will be covering in this post.

SY09400 is the Security Resource Descriptions table which is, by default, empty as the names are stored within the Microsoft Dynamics GP client itself. However, this table can be populated, perhaps somewhat counter-intuitively, by using the Clear Data window (Microsoft Dynamics GP menu ¯ Maintenance ¯ Clear Data).

To populate the table, open Clear Data, click on Display and then select Physical:

Clear Data

Continue reading → Security Views For Use In SmartList Designer: Populating Security Resource Descriptions

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Security Views For Use In SmartList Designer: Security Roles With Tasks

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPThe fourth view being posted in this series takes a step back from the users and just shows the role and tasks within.

CREATE VIEW [dbo].[uv_AZRCRV_SecurityRolesWithTasks] AS
/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['Security Roles Master'].SECURITYROLEID AS 'Security Role ID'
	,['Security Roles Master'].SECURITYROLENAME AS 'Security Role Name'
	,['Security Role Task Assignment'].SECURITYTASKID AS 'Security Task ID'
	,['Security Task Master'].SECURITYTASKNAME AS 'Security Task Name'
FROM
	SY09100 AS ['Security Roles Master']
INNER JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
INNER JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
GO

GRANT SELECT ON uv_AZRCRV_SecurityRolesWithTasks TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

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Security Views For Use In SmartList Designer: User Access & Granted Security Roles With Tasks

● Ian Grieve ●  ● 2 Comments  ● 

Microsoft Dynamics GPThe third SQL view I’m posting in this series is one which shows the user, the companies to which they have access and the security roles assigned within each company as well as the tasks within the role.

CREATE VIEW [dbo].[uv_AZRCRV_UserAccessAndGrantedSecurityRolesWithTasks] AS
/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
	,ISNULL(['Security Assignment User Role'].SECURITYROLEID, '') AS 'Security Role ID'
	,ISNULL(['Security Roles Master'].SECURITYROLENAME, '') AS 'Security Role Name'
	,ISNULL(['Security Role Task Assignment'].SECURITYTASKID, '') AS 'Security Task ID'
	,ISNULL(['Security Task Master'].SECURITYTASKNAME, '') AS 'Security Task Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN
	SY10500 AS ['Security Assignment User Role']
		ON ['Security Assignment User Role'].CMPANYID = ['User-Company Access'].CMPANYID
			AND ['Security Assignment User Role'].USERID = ['User-Company Access'].USERID
LEFT JOIN
	SY09100 AS ['Security Roles Master']
		ON ['Security Roles Master'].SECURITYROLEID = ['Security Assignment User Role'].SECURITYROLEID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
LEFT JOIN
	SY10600 AS ['Security Role Task Assignment']
		ON ['Security Role Task Assignment'].SECURITYROLEID = ['Security Roles Master'].SECURITYROLEID
LEFT JOIN
	SY09000 AS ['Security Task Master']
		ON ['Security Task Master'].SECURITYTASKID = ['Security Role Task Assignment'].SECURITYTASKID
GO

GRANT SELECT ON uv_AZRCRV_UserAccessAndGrantedSecurityRolesWithTasks TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

Security Views For Use In SmartList Designer: User Access & Granted Security Roles

● Ian Grieve ●  ● 2 Comments  ● 

Microsoft Dynamics GPThe second SQL view I’m posting in this series is one which shows the user, the companies to which they have access and the security roles assigned within each company.

CREATE VIEW [dbo].[uv_AZRCRV_UserAccessAndGrantedSecurityRoles] AS
/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
	,ISNULL(['Security Assignment User Role'].SECURITYROLEID, '') AS 'Security Role ID'
	,ISNULL(['Security Roles Master'].SECURITYROLENAME, '') AS 'Security Role Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN
	SY10500 AS ['Security Assignment User Role']
		ON ['Security Assignment User Role'].CMPANYID = ['User-Company Access'].CMPANYID
			AND ['Security Assignment User Role'].USERID = ['User-Company Access'].USERID
LEFT JOIN
	SY09100 AS ['Security Roles Master']
		ON ['Security Roles Master'].SECURITYROLEID = ['Security Assignment User Role'].SECURITYROLEID
LEFT JOIN
	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
GO

GRANT SELECT ON uv_AZRCRV_UserAccessAndGrantedSecurityRoles TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

Security Views For Use In SmartList Designer: User Access

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPThe first of the security SQL views I am posting in this series shows all of the users and the companies to which they have been granted access.

CREATE VIEW [dbo].[uv_AZRCRV_UserAccessAndGranted] AS
/*
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 2.0 UK: England & Wales (CC BY-NC-SA 2.0 UK).
*/
SELECT
	['User Master'].USERID AS 'User ID'
	,['User Master'].USERNAME AS 'Username'
	,['User Master'].USRCLASS AS 'User Class'
	,ISNULL(['Class Master'].DSCRIPTN, '') AS 'User Class Description'
	,ISNULL(['Company Master'].INTERID, '') AS 'Intercompany ID'
	,ISNULL(['Company Master'].CMPNYNAM, '') AS 'Company Name'
FROM
	SY01400 AS ['User Master']
LEFT JOIN
	SY40400 AS ['Class Master']
		ON ['Class Master'].USRCLASS = ['User Master'].USRCLASS
LEFT JOIN
	SY60100 AS ['User-Company Access']
		ON ['User-Company Access'].USERID = ['User Master'].USERID
LEFT JOIN	SY01500 AS ['Company Master']
		ON ['Company Master'].CMPANYID = ['User-Company Access'].CMPANYID
GO

GRANT SELECT ON uv_AZRCRV_UserAccessAndGranted TO DYNGRP
GO

Click to show/hide the Security Views For Use In SmartList Designer Series Index

● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

Security Views For Use In SmartList Designer: Series Index

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPBack in November I posted a SQL View which could be used in SmartList Designer to return the users, company and role assignments. This view is now accompanied by several others which allow for reporting on the Dynamics GP security setup at several different levels.

These have been done as SQL views so they can easily be plugged into SmartList Designer which does not have an import/export function, but they can also be used in SmartList Builder, should the client be licensed for this add-on, or any other reporting tool.

Security Views For Use In SmartList Designer
User Access
User Access & Granted Security Roles
User Access & Granted Security Roles With Tasks
Security Roles With Tasks
Populating Security Resource Descriptions
Security Roles With Tasks & Operations
Security Tasks & Operations
User Access & Granted Security Roles With Tasks & Operations
● Categories: Dynamics, GP, Microsoft, SmartList, SmartList Builder, SmartList Builder, SmartList Designer, Third Party Add-on ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●