Create Invoices & Other Forms With SQL Server Reporting .
Create Invoices & Other Formswith SQL Server ReportingServices & Dynamics GPMarch 25, 2021
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INTRODUCTIONSCharles AllenSenior Managing Consultant More than 27 years of experience Microsoft MVP
AGENDA SSRS vs. Word Templates Creating the Query Creating the Report Using the Report Add-Ons & Emailing Q&A
SSRS vs. Word TemplatesSSRS vs. Word Templates
SSRS vs. Word TemplatesAdvantages of SSRSDisadvantages of SSRS Based on SQL query Requires SSRS skills Flexibility to use any table in GP Ability to use data outside of GPRequires add-on solution foremailing Requires add-on solution for runningfrom within GP
SSRS vs. Word TemplatesAdvantages of Word TemplateDisadvantages of Word Template Functionality built into GP & Word Enables you to send documents viaemailCan require changes to Report Writerreport & Word template Limited to tables available to ReportWriter Can copy & create multiple formats
Creating the Query
CREATINGTHE QUERY Add the query directly to the report Create a SQL view for a reusable query Stored procedures are also an option Assign permissions to the query
CREATINGTHE QUERYselect a.[Customer Number], a.[Customer Name], a.[DocumentDate], a.[Subtotal], a.[Freight Amount], a.[Tax Amount],a.[Trade Discount Amount], a.[Shipping Method],a.[Salesperson ID], a.[Address 1] as ShipToAddress1,a.[Address 2] as ShipToAddress2, a.[Address 3] asShipToAddress3,a.[City] as ShipToCity, a.[State] asShipToState, a.[Zip Code] as ShipToZipCode, a.[PaymentTerms ID], b.[Item Number], b.[Item Description], b.QTY,b.[Unit Price], b.[Extended Price], b.[Line ItemSequence],a.[Times Printed], a.[Document Status] FromSalesTransactions a Inner Join SalesLineItems b on a.[SOPType] b.[SOP Type] and a.[SOP Number] b.[SOP Number]Where a.[SOP Type] 'Invoice’ and a.[Document Date]between @FromDate and @ThruDate and a.[Times Printed] @TimesPrinted and a.[Document Status] @DocumentStatusOrder by a.[SOP Number]Sample Code
Creating the Report
Steps to Create a ReportCreate thequeryAssignpermissionsto the queryCreate thereport
Report StepsCreate ablankreportRemovethe title &executiontimeblocksAdd thedatasourceAdd thedata setInsert alistInsert arectangleInsert atable
Report StepsExpandthe header& footersectionsMerge thecells ineachsectionInsert arectanglein eachsectionAdd textboxes(fields)Save thereport
Using the ReportUsing the Report
USING THEREPORT Select the report from the Reporting ServicesReports menu Enter the parameters Print the report
Add-Ons & Emailing
ADD-ONSAccountableSoftware –Forms PrinterFlexibleSolutions – GPReports ViewerRocktonSoftware –DynamicsReport Manager
RESOURCES Microsoft Docs (https://docs.Microsoft.com/en-us/)
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Thank You!Charles Allen, Senior Managing Consultant713.499.4629 callen@bkd.com
Microsoft MVP . AGENDA SSRS vs. Word Templates Creating the Query Creating the Report Using the Report Add-Ons & Emailing Q&A. SSRS vs. Word Templates SSRS vs. Word Templates. SSRS vs. Word Templates. Advantages of SSRS .
Jun 17, 2015 · required invoices for the amounts incurred sixty (60) days after the date invoices are due and/or if the Contractor fails to provide invoices in a manner acceptable to ACS in accordance with this Special Payment Bulletin sixty (60) days after the date invoices are due, ACS, may at its sole option, disallow such invoices. 2.
ALERT ON INVOICES AND DOCUMENTS Page 1 Decree No. 123/2020/ND-CP ("Decree 123") dated on 19 October 2020 provides guidance on invoices and documents which has officially extended the compulsory implementation of e-invoices until 01 July 2022. However, enterprises are encouraged to apply e-invoices a
20 Lesson 3: AR Invoices with Retainage Learning Objectives: In this lesson, you will learn how to do the following: Process invoices with retainage held for a progress billing Process invoices with retainage held for a time and material billing Release retainage from invoices Apply payments to invoices with retainage Addition
How PDF Forms Access Helps With Accessibility 13 Brief Review of PDF Forms 13 Exercise: PDF Form Field Properties 15 Summary 21 Adobe PDF Forms Access: Tagging PDF Forms 22 Introduction to PDF Forms Access 22 Overview of PDF Forms Access 24 Exercise: Initializing a Form Using PDF Forms Access 32 Modifying the PDF Forms Access Structure Tree 36
Step-by-Step: Enter Customer Information on an Invoice 1. On the Home page, click Create Invoices (or select CTRL i or Customers Create Invoices; there are several other ways to open the Create Invoices window). 2. If you have custom invoice templates, choose the invoice template
INTRODUCTION Welcome & Purpose Welcome to this Vendor Invoice presentation. The purpose of this presentation is to: Help you prepare your monthly invoices Ensure your invoices are correct and true for payment Reduce errors Reduce supplemental invoices Help ensure invoices are paid timely to each vendor
for emailing of invoices. The Email Invoices check box sets the preference for whether this Customer will receive invoices via email. If the box is checked, all invoices created for this Bill-to will start with the In Email Queue setting checked. This setting has n
Invoices: 1. Click 'Invoices' to see a list of all invoices created by any core for any lab within your department. 2. Use the filters on the left to reduce and sort the invoices that display.
