SQL Scripts for Microsoft Dynamics GP: Insert Mfg BOMs from Text File

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

This script uploads a text file using BULK INSERT to create manufacturing BOMs. There is error handling built in to check if the item or BOM exists and will throw an error if issues are found; BOMs are only inserted if there are no errors.

/*
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 TEMP ERROR TABLE */ CREATE TABLE #Errors ( Error VARCHAR(1000) ,ROW_ID INT IDENTITY ) GO /* CREATE TEMP TABLE FOR DATA */ CREATE TABLE #BOM_IMPORT ( PPN_I VARCHAR(30) ,CPN_I VARCHAR(30) ,BOMSEQ_I INTEGER ,QUANTITY_I NUMERIC(19,5) ,UOFM VARCHAR(9) ) GO /* BULK INSERT */ BULK INSERT #BOM_IMPORT FROM 'c:\temp\ItemBOM.txt' WITH (FIELDTERMINATOR = '\t' ,ROWTERMINATOR = '\n' ,FIRSTROW = 2 ) GO /* VALIDATE DATA */ --validate parent item INSERT INTO #Errors (Error) --VALUES ( SELECT 'Parent Item does not exist: ' + CAST(['Import'].PPN_I AS VARCHAR(100)) FROM #BOM_IMPORT AS ['Import'] LEFT JOIN IV00101 AS ['Item Master'] --Item Master (IV00101) ON ['Item Master'].ITEMNMBR = ['Import'].PPN_I WHERE ['Item Master'].ITEMNMBR IS NULL ) GO -- validate component item INSERT INTO #Errors (Error) --VALUES ( SELECT 'Component Item ' + CAST(['Import'].CPN_I AS VARCHAR(100)) + ' does not exist for ' + CAST(['Import'].PPN_I AS VARCHAR(100)) FROM #BOM_IMPORT AS ['Import'] LEFT JOIN IV00101 AS ['Item Master'] --Item Master (IV00101) ON ['Item Master'].ITEMNMBR = ['Import'].CPN_I WHERE ['Item Master'].ITEMNMBR IS NULL ) GO --validate existing bom INSERT INTO #Errors (Error) --VALUES ( SELECT 'BOM for Item already exists: ' + CAST(['Import'].PPN_I AS VARCHAR(100)) FROM #BOM_IMPORT AS ['Import'] LEFT JOIN BM010415 AS ['BOM Revision'] --BM010415 ON ['BOM Revision'].ITEMNMBR = ['Import'].PPN_I WHERE ['BOM Revision'].ITEMNMBR IS NOT NULL ) GO --validate existing bom lines INSERT INTO #Errors (Error) --VALUES ( SELECT 'BOM for Item already exists: ' + CAST(['Import'].PPN_I AS VARCHAR(100)) FROM #BOM_IMPORT AS ['Import'] LEFT JOIN BM010115 AS ['Bill Of Material Line File'] --BM010115 ON ['Bill Of Material Line File'].PPN_I = ['Import'].PPN_I WHERE ['Bill Of Material Line File'].PPN_I IS NOT NULL ) GO -- validate unit of measure INSERT INTO #Errors (Error) --VALUES ( SELECT 'Unit of Measure does not exist: ' + CAST(['Import'].UOFM AS VARCHAR(100)) FROM #BOM_IMPORT AS ['Import'] LEFT JOIN IV40202 AS ['Inventory U of M Schedule Detail Setup'] --Inventory U of M Schedule Detail Setup (IV40202) ON ['Inventory U of M Schedule Detail Setup'].UOFM = ['Import'].UOFM WHERE ['Inventory U of M Schedule Detail Setup'].UOFM IS NULL ) GO /* INSERT NEW DATA IF NO ERRORS */ --insert bom header IF (SELECT COUNT(*) FROM #Errors) = 0 -- Insert if no Email Details INSERT INTO BM010415 --BM010415 ( ITEMNMBR ,BOMCAT_I ,BOMNAME_I ,REVISIONLEVEL_I ,EFFECTIVEDATE_I ,BACKFLUSHITEM_I ,BOMTYPE_I ,LOCNCODE ,WCID_I ,Net_Phantom_Inventory ,CHANGEDATE_I ,CHANGEBY_I ,MFGNOTEINDEX3_I ) --VALUES ( SELECT DISTINCT PPN_I -- ITEMNMBR ,1 --BOMCAT_I ,'' --BOMNAME_I ,1 --REVISIONLEVEL_I ,'1900-01-01 00:00:00.000' --EFFECTIVEDATE_I ,0 --BACKFLUSHITEM_I ,1 --BOMTYPE_I ,'' --LOCNCODE ,'' --WCID_I ,0 --Net_Phantom_Inventory ,FORMAT(GETDATE(), 'yyyy-MM-dd 00:00:00.000') --CHANGEDATE_I ,USER_ID() --CHANGEBY_I ,0 --MFGNOTEINDEX3_I FROM #BOM_IMPORT AS ['Import'] WHERE ( SELECT COUNT(['BOM Revision'].ITEMNMBR) FROM BM010415 AS ['BOM Revision'] WHERE ['BOM Revision'].ITEMNMBR = ['Import'].PPN_I ) = 0 ) GO -- insert bom lines IF (SELECT COUNT(*) FROM #Errors) = 0 -- Insert if no Email Details INSERT INTO BM010115 --BM010115 ( PPN_I ,CPN_I ,BOMCAT_I ,BOMNAME_I ,BOMTYPE_I ,BOMSEQ_I ,POSITION_NUMBER ,SUBCAT_I ,SUBNAME_I ,SUB_REV_LEVEL_SEQ_I ,QUANTITY_I ,OPTPERCENT_I ,SCRAPPERCENT_I ,FLOORSTOCK_I ,EFFECTIVEINDATE_I ,EFFECTIVEOUTDATE_I ,ALTERNATE_I ,ALTERNATEPARTFOR_I ,ALT_FOR_BOM_SEQ_I ,LEADTIMEOFFSET_I ,LEADTIMEOFFSETINC_I ,BOMUSERDEF1_I ,BOMUSERDEF2_I ,BOMSINGLELOT_I ,BOMENGAPPROVAL_I ,WCID_I ,LOCNCODE ,BACKFLUSHITEM_I ,CHANGEDATE_I ,USERID ,OPTIONED_ITEM_I ,ACTUAL_CONSUMED_CHECK_I ,FIXED_QTY_I ,UOFM ,U_Of_M_2 ,QTYBSUOM ,OFFSET_FROM_I ,MFGNOTEINDEX_I ,MFGNOTEINDEX2_I ) --VALUES ( SELECT PPN_I ,CPN_I ,1 --BOMCAT_I ,'' --BOMNAME_I ,1 --BOMTYPE_I ,BOMSEQ_I --BOMSEQ_I ,BOMSEQ_I --POSITION_NUMBER ,1 --SUBCAT_I ,'' --SUBNAME_I ,0 --SUB_REV_LEVEL_SEQ_I ,QUANTITY_I ,0 --OPTPERCENT_I ,0 --SCRAPPERCENT_I ,0 --FLOORSTOCK_I ,'1900-01-01 00:00:00.000' --EFFECTIVEINDATE_I ,'1900-01-01 00:00:00.000' --EFFECTIVEOUTDATE_I ,0 --ALTERNATE_I ,'' --ALTERNATEPARTFOR_I ,0 --ALT_FOR_BOM_SEQ_I ,0 --LEADTIMEOFFSET_I ,0 --LEADTIMEOFFSETINC_I ,'' --BOMUSERDEF1_I ,'' --BOMUSERDEF2_I ,0 --BOMSINGLELOT_I ,0 --BOMENGAPPROVAL_I ,'' --WCID_I ,'MAIN' --LOCNCODE ,0 --BACKFLUSHITEM_I ,FORMAT(GETDATE(), 'yyyy-MM-dd 00:00:00.000') --CHANGEDATE_I ,USER_ID() ,0 --OPTIONED_ITEM_I ,0 --ACTUAL_CONSUMED_CHECK_I ,0 --FIXED_QTY_I ,UOFM ,UOFM --U_Of_M_2 ,1 --QTYBSUOM ,1 --OFFSET_FROM_I ,0 --MFGNOTEINDEX_I ,0 --MFGNOTEINDEX2_I FROM #BOM_IMPORT AS ['Import'] WHERE ( SELECT COUNT(['Bill Of Material Line File'].PPN_I) FROM BM010115 AS ['Bill Of Material Line File'] WHERE ['Bill Of Material Line File'].PPN_I = ['Import'].PPN_I AND ['Bill Of Material Line File'].CPN_I = ['Import'].CPN_I ) = 0 ) GO /* OUTPUT ERRORS */ IF (SELECT COUNT(*) FROM #Errors) > 0 SELECT Error FROM #Errors ORDER BY ROW_ID GO /* DROP TEMP TABLES */ DROP TABLE #BOM_IMPORT GO DROP TABLE #Errors GO

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

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

In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

In an earlier article in this series, I introduced the different types of pages used within Dynamics BC. I thought it might be useful to give a run through of how to use each of the pages; in this post, I’m going to take a look at document pages.

Document pages are used for single documents where there is a header and related document lines. There are many types of documents which use this type of page, including, but not limited to, purchase orders, purchase invoices, sales orders.

To an extent, a document page is like a card page in that you have the action pane at the top, factpane at the right side and the content is split into fasttabs which behave the same as on the card page. The difference on a document page is that there is a section for the document lines:

Purchase Order document page

This section cannot be folded up in the way a fasttab can. The document lines field is a typical listview with one line per document line with a need to scroll side to side-to-see all of the columns contained within.

The document line field has its own action pane which is very like the main one on the window, but all of the actions are specific to the lines; there are duplicates where there are duplicate actions for the document header and lines. One example would be Dimensions.

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages”