Dynamics GP Land: Predicting Payments Based on Average Days to Pay

Christina Phillips explains Predicting Payments Based on Average Days to Pay

Collections Management Upgrade to Microsoft Dynamics GP 2013 Version 12.00.1343 - Dynamics GP Support and Services Blog - Microsoft Dynamics GP - Microsoft Dynamics Community

Kelly Youells covers some issues with the Collections Management Upgrade to Microsoft Dynamics GP 2013 Version 12.00.1343

Weekly Dynamic: AR HATB via SQL

So you want to run the AR Historical Trial Balance report via SQL. Well, in GP 2010 and higher for  (I don't have GP 10 handy to test) the AR HATB report is available as an built in SSRS report. The foundation for that report is a SQL stored procedure that we can leverage to run the AR HATB in SQL.

The code to run the stored procedure is below so you can copy and paste it. The middle section is where you set the parameters. Have fun.

Mark

USE TWO

 

DECLARE @RC int

DECLARE @I_dAgingDate datetime

DECLARE @I_cStartCustomerNumber char(15)

DECLARE @I_cEndCustomerNumber char(15)

DECLARE @I_cStartCustomerName char(65)

DECLARE @I_cEndCustomerName char(65)

DECLARE @I_cStartClassID char(15)

DECLARE @I_cEndClassID char(15)

DECLARE @I_cStartSalesPersonID char(15)

DECLARE @I_cEndSalesPersonID char(15)

DECLARE @I_cStartSalesTerritory char(15)

DECLARE @I_cEndSalesTerritory char(15)

DECLARE @I_cStartShortName char(15)

DECLARE @I_cEndShortName char(15)

DECLARE @I_cStartState char(5)

DECLARE @I_cEndState char(5)

DECLARE @I_cStartZipCode char(11)

DECLARE @I_cEndZipCode char(11)

DECLARE @I_cStartPhoneNumber char(21)

DECLARE @I_cEndPhoneNumber char(21)

DECLARE @I_cStartUserDefined char(15)

DECLARE @I_cEndUserDefined char(15)

DECLARE @I_tUsingDocumentDate tinyint

DECLARE @I_dStartDate datetime

DECLARE @I_dEndDate datetime

DECLARE @I_sIncludeBalanceTypes smallint

DECLARE @I_tExcludeNoActivity tinyint

DECLARE @I_tExcludeMultiCurrency tinyint

DECLARE @I_tExcludeZeroBalanceCustomer tinyint

DECLARE @I_tExcludeFullyPaidTrxs tinyint

DECLARE @I_tExcludeCreditBalance tinyint

DECLARE @I_tExcludeUnpostedAppldCrDocs tinyint

DECLARE @I_tConsolidateNAActivity tinyint

 

-- TODO: Set parameter values here.

Set @I_dAgingDate='9/30/12'

Set @I_cStartCustomerNumber=''

Set @I_cEndCustomerNumber='ZZZZZZZZ'

Set @I_cStartCustomerName=''

Set @I_cEndCustomerName='ZZZZZZZZ'

Set @I_cStartClassID=''

Set @I_cEndClassID='ZZZZZZZZ'

Set @I_cStartSalesPersonID=''

Set @I_cEndSalesPersonID='ZZZZZZZZ'

Set @I_cStartSalesTerritory=''

Set @I_cEndSalesTerritory='ZZZZZZZZ'

Set @I_cStartShortName=''

Set @I_cEndShortName='ZZZZZZZZ'

Set @I_cStartState=''

Set @I_cEndState='ZZZZZZZZ'

Set @I_cStartZipCode=''

Set @I_cEndZipCode='ZZZZZZZZ'

Set @I_cStartPhoneNumber=''

Set @I_cEndPhoneNumber='ZZZZZZZZ'

Set @I_cStartUserDefined=''

Set @I_cEndUserDefined='ZZZZZZZZ'

Set @I_tUsingDocumentDate=0

Set @I_dStartDate='1/1/1900'

Set @I_dEndDate='9/30/12'

Set @I_sIncludeBalanceTypes=0

Set @I_tExcludeNoActivity=1

Set @I_tExcludeMultiCurrency=1

Set @I_tExcludeZeroBalanceCustomer=1

Set @I_tExcludeFullyPaidTrxs=1

Set @I_tExcludeCreditBalance=0

Set @I_tExcludeUnpostedAppldCrDocs=1

Set @I_tConsolidateNAActivity=0

 

 

 

EXECUTE @RC = [dbo].[seermHATBSRSWrapper]

   @I_dAgingDate

  ,@I_cStartCustomerNumber

  ,@I_cEndCustomerNumber

  ,@I_cStartCustomerName

  ,@I_cEndCustomerName

  ,@I_cStartClassID

  ,@I_cEndClassID

  ,@I_cStartSalesPersonID

  ,@I_cEndSalesPersonID

  ,@I_cStartSalesTerritory

  ,@I_cEndSalesTerritory

  ,@I_cStartShortName

  ,@I_cEndShortName

  ,@I_cStartState

  ,@I_cEndState

  ,@I_cStartZipCode

  ,@I_cEndZipCode

  ,@I_cStartPhoneNumber

  ,@I_cEndPhoneNumber

  ,@I_cStartUserDefined

  ,@I_cEndUserDefined

  ,@I_tUsingDocumentDate

  ,@I_dStartDate

  ,@I_dEndDate

  ,@I_sIncludeBalanceTypes

  ,@I_tExcludeNoActivity

  ,@I_tExcludeMultiCurrency

  ,@I_tExcludeZeroBalanceCustomer

  ,@I_tExcludeFullyPaidTrxs

  ,@I_tExcludeCreditBalance

  ,@I_tExcludeUnpostedAppldCrDocs

  ,@I_tConsolidateNAActivity

When Your Big Customer Wants to Pay Late

CFO Magazine has a new article on When Your Big Customer Wants to Pay Late. We've talked about some things in GP around this including Customer/Vendor priority, terms, discounts and analytics. The article has some nice examples of creative solutions.

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From Amanda Wong comes Understanding Statement Set-up in Dynamics GP 2010

Automating Electronic Payment Processing | Dynamics University

I had the chance to show off some Azox functionality recently and it's pretty nice. Check out Automating Electronic Payment Processing for more info.

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Collections Management in SPLA for Microsoft Dynamics GP 2013  This makes me feel MUCH better.

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Microsoft Dynamics GP Year-End Release 2012: Receivables Management Year End Close

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Do You Run Paid Transaction Removal in Dynamics GP Receivables Management?

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Dynamics GP 2010 – Receivables and Sales Management Questions And Answers - Etelligent Solutions

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How to void a historical transaction in Receivables Management

On the Dynamics GP Support and Services blog, Cheryl W. shows How to void a historical transaction in Receivables Management.

Microsoft Dynamics GP AR Tools

Belinda Allen looks at Microsoft Dynamics GP AR Tools in her new post.

Introducing a New Program for Accounts Receivable Professionals

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GP2themax - Helping users get the 'max' from Dynamics GP: Receivables Document Writeoff

Frank Hamelly digs into Receivables Document Writeoff

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Weekly Dynamic: Override AR Writeoff

In Dynamics GP you can set a maximum write off amount for a customer on the Customer Maintenance Options card. (Cards | Customer, click options). This works great for controlling small writeoffs, little short pays, etc.

At some point though you'll need to write off something larger. A great way to do this is to add a password to exceed the maximum write off. This is set in Receivables Setup.



At one time or another you'll have write off's and GP gives you lots of options.

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Sheldon digs into National Accounts for Receivables in Dynamics GP