SQL Scripts for Microsoft Dynamics GP: RM Aged Debt Report

Microsoft Dynamics GPThis 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 simple RM Aged TB (Summary) report with figures calculated for the current, previous five periods and anything a column for anything older than this.

/*
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). */
DECLARE @DATE AS DATETIME = '2027-04-12' SELECT DISTINCT ['RM Debtor Master'].CUSTNMBR AS 'Customer' ,['RM Debtor Master'].CUSTNAME AS 'Name' ,ISNULL( ( SELECT SUM(CASE WHEN ['RM Key Master'].RMDTYPAL in (1,3,4,5,6) THEN ['RM Transaction Open'].CURTRXAM ELSE ['RM Transaction Open'].CURTRXAM * -1 END) FROM RM00401 AS ['RM Key Master'] --RM Key File (RM00401) LEFT JOIN RM20101 AS ['RM Transaction Open'] --RM Open File Debit Copy (RM20101) ON ['RM Transaction Open'].RMDTYPAL = ['RM Key Master'].RMDTYPAL AND ['RM Transaction Open'].DOCNUMBR = ['RM Key Master'].DOCNUMBR AND FORMAT(['RM Key Master'].DOCDATE, 'yyyyMM') = FORMAT(@DATE, 'yyyyMM') WHERE ['RM Key Master'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR ) ,0) AS 'Current' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR AND FORMAT(DOCDATE, 'yyyyMM') = FORMAT(DATEADD(m, -1, @DATE), 'yyyyMM') ) ,0) AS '-1' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR AND FORMAT(DOCDATE, 'yyyyMM') = FORMAT(DATEADD(m, -2, @DATE), 'yyyyMM') ) ,0) AS '-2' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR AND FORMAT(DOCDATE, 'yyyyMM') = FORMAT(DATEADD(m, -3, @DATE), 'yyyyMM') ) ,0) AS '-3' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR AND FORMAT(DOCDATE, 'yyyyMM') = FORMAT(DATEADD(m, -4, @DATE), 'yyyyMM') ) ,0) AS '-4' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR AND FORMAT(DOCDATE, 'yyyyMM') = FORMAT(DATEADD(m, -5, @DATE), 'yyyyMM') ) ,0) AS '-5' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR AND FORMAT(DOCDATE, 'yyyyMM') <= FORMAT(DATEADD(m, -6, @DATE), 'yyyyMM') ) ,0) AS 'Prior' ,ISNULL( ( SELECT SUM(CASE WHEN RMDTYPAL in (1,3,4,5,6) THEN CURTRXAM ELSE CURTRXAM * -1 END) FROM RM20101 AS ['RM Transaction Open'] WHERE ['RM Transaction Open'].CUSTNMBR = ['RM Debtor Master'].CUSTNMBR ) ,0) AS 'Total' FROM RM00101 AS ['RM Debtor Master'] WITH (NOLOCK) --RM Customer MSTR (RM00101) GO

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This is the series index for the Purchasing related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

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