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 Customer Item Link From SOP Transaction Line

● Ian Grieve ●  ● 2 Comments  ● 

Microsoft Dynamics GPThis one came up from a query a client had about linking a sales order transaction line to the customer item in SmartList Builder. The problem is that to join two tables together, you need all of the key fields to be on the same table; unfortunately, with the SOP Transaction table, this isn’t the case when you want to link to the customer item.

SOP10100 (Sales Transaction Work) holds the CUSTNMBR (Customer Number), but SOP10200 (Sales Transaction Amounts Work) holds the ITEMNMBR (Item Number) which are both needed to link to SOP60300 (Sales Customer Item Cross Reference) which holds the customer item number and description.

While there may be a way to do this in SmartList Builder I’ve not been able to work it out (other than using two calculated fields), it is easier, quicker and more reusable, to create a simple SQL View which returns the relevant information.

In this case the view I created works only for transactions which are at a status of work:

CREATE VIEW uv_PI_SOPCustomerItemLink
AS
	SELECT
		SOP101.CUSTNMBR
		,SOP102.ITEMNMBR
		,SOP603.CUSTITEMNMBR
		,SOP603.CUSTITEMDESC
	FROM
		SOP10200 AS SOP102
	INNER JOIN
		SOP10100 AS SOP101
			ON SOP101.SOPNUMBE = SOP102.SOPNUMBE
				AND SOP101.SOPOwner = SOP102.SOPOwner
	INNER JOIN
		SOP60300 AS SOP603
			ON SOP603.CUSTNMBR = SOP101.CUSTNMBR
				AND SOP603.ITEMNMBR = SOP102.ITEMNMBR
GO

GRANT SELECT ON uv_PI_SOPCustomerItemLink TO DYNGRP
GO

The SQL above includes the Grant statement used to add select permissions for the DYNGRP.

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MDGP 2015 R2 Feature of the Day: Customer Credit Limit Visual

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty fourth Feature of the Day is Customer Credit Limit Visual. In Microsoft Dynamics GP 2015 R2, you have additional options that determine how and when you are notified of a customer who is over the credit limit you set for them.

In Receivables Setup, you can select to display an icon or give a warning message for a customer who is over their limit.

The existing process for an existing credit limit password will still be asked when entering a line item or saving a transaction.

The warning message:

Continue reading → MDGP 2015 R2 Feature of the Day: Customer Credit Limit Visual

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MDGP 2015 R2 Feature of the Day: Automatically Deposit Cash Receipts

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 has been released and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty third Feature of the Day is Automatically Deposit Cash Receipts. This feature provides the option to have cash receipts directly update the checkbook balance without the need to manually post the cash receipt deposit in Bank Reconciliation.

This option was previously available in Analytical Accounting. In Microsoft Dynamic GP2015 R2, the option is made available in the core dictionary, expanding the option to companies not using Analytical Accounting.

To select the option, mark the “Automatically post cash receipt deposits” checkbox in the Company Setup Options window.

Company Setup - Options

When this option is marked, cash receipts entered in Cash Receipt Entry, Receivables Transaction Entry, Sales Transaction Entry, and Invoice Entry will be deposited automatically in the checkbook, updating the checkbook balance.

I have a few clients who will benefit from this one, but I have one client especially in mind for it who has asked before about if this was possible.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

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MDGP 2015 R2 Feature of the Day: Enable Email on All Sales Order Document Formats

● Ian Grieve ●  ● 1 Comment  ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The twenty first Feature of the Day is Enable Email on All Sales Order Document Formats. The Print Options for Sales Orders currently only support email for ‘Blank’ document formats. This feature will support email for any document format for all Sales Order documents.

This feature is supported when printing from the Transaction Entry Window, Navigation Lists, and Print Sales Documents window.

Print Sales Documents

While being able to all PO documents is a welcome feature, it is even more welcome on the Sales Order Processing side of things as I have a number of clients who need to produce a proforma invoice when the order is raised and this is typically done using one of the other document formats such as the Despatch Note Blank Form which can be emailed. It is going to be good to be able to configure the SOP Short Order Form as the proforma invoice and be able to use the despatch note for its intended purpose.

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

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Slow Opening Windows In Microsoft Dynamics GP

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPI recently implemented Microsoft Dynamics GP for a client who is a UK subsidiary of an American company. This client is a heavy user of the Inventory Control module with over 30,000 items (you’ll see the relevance of this soon).

Shortly after the go-live, users started reporting that windows were opening very slowly; for example, it was taking almost 2 minutes to open the Sales Transaction Entry window. I sat with one of the users and looked at the problem with them; it took a few minutes, due to the slowness, of checking various windows before realising that it was the windows with an Item Number field on them which were slow opening.

I did a quick search online and found a post on Dynamics Code Blocks by Tim Wappat where he had encountered a similar issue which was being caused by the AutoComplete function; this would make sense as by default the AutoComplete will remember 10,000 entries per field.

Which with over 30,000 items and a couple hundred sales orders being processed everyday meant the AutoComplete was quickly building up for each user.

Tim’s solution seemed to be a little more convoluted than I woulr have expected and involved deleting files in the Windows profile. I did a test with one of the users, by deleting the AutoComplete entries via User Preferences (Microsoft Dynamics GP menu ¯ User Preferences) and clicking the AutoComplete button (ringed in red):

User Preferences

Continue reading → Slow Opening Windows In Microsoft Dynamics GP

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Transfer Old RM Statement Emails to New Email Fields

● Ian Grieve ●  ● 4 Comments  ● 

Microsoft Dynamics GPI’ve been involved with a recent upgrade of Microsoft Dynamics GP 10 to 2015. Two of the new features we helped introduce is the use of Word Templates and the Email Documents to replace the old statement email functionality which was dependent on Adobe Writer.

To help the client make the transition from the old to the new, I created an SQL script to transfer the email addresses from the table, RM00106 (RM Statement Emails) used by the old Adobe Writer to the SY01200 (Address Email Master) used by the Email Documents functionality.

Continue reading → Transfer Old RM Statement Emails to New Email Fields

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MS Connect Suggestion Sunday: Navigation List Doesn’t Allow Sales Documents Printing In Currency

● Ian Grieve ●  ● 3 Comments  ● 

Microsoft Dynamics GPThis recently came up at a newly implemented client who makes extensive use of the Sales Order Processing module and sells across the world. Some of the sales orders and invoices printed off were coming off in the originating company and others in the functional.

We discussed with the users how the documents were being printed and established that some users were printing from the Sales Transaction Entry window, others from Print Sales Documents and others were using the Sales Order Transactions navigation list.

The documents printed through the navigation list were the ones which were always in the functional currency. The reason is that Sales Transaction Entry and Print Sales Documents have an option to select the Currency to Print whereas the navigation list print button doesn’t.

To remedy this, I have created an MS Connect suggestion to have the Currency to Print added to the print dialog on the navigation list which I would appreciate people voting for:

Navigation List Print Sales Document

If you have an MS Connect suggestions you want publicised, contact me with details.

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Old Style Emailing Of Dynamics GP RM Statements Error: “Path for the E-mail Status Report is Not Setup”

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPA client on Dynamics GP 2010 R2 has been configuring email for the RM statements recently, but after configuring the system were still receiving an error message:

Path for the E-mail Status Report is Not Setup

When we were assisting to diagnose the problem, we found that while they did have the EmailStmtStatusPath line in their Dex.ini file (as detailed in this KB article), the specified path did not have a trailing slash; as soon as this was done the report started working without issue.

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MDGP 2015 Feature of the Day: Edit Email on Historical Transactions

● Ian Grieve ●  ● 0 Comments  ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirtieth Feature of the Day is Edit Email on Historical Transactions. In Microsoft Dynamics GP 2015 when you want to send an e-mail for a historical document you can add additional e-mail addresses and choose which e-mail addresses you wish to send to.

On Navigation Lists, you can mark a group of historical documents and e-mail them to a different e-mail address. So, if a customer wants a copy of a number of invoices, you can mark them, and e-mail them to the specific address.

Edit E-mail Detail is available for Receivables statements, Sales Order transactions, Purchase Orders and Payables remittances:

Reprint Statements

Continue reading → MDGP 2015 Feature of the Day: Edit Email on Historical Transactions

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