Dynamics Communities | Sarah Acosta | Activity https://dynamicscommunities.com/community/members/sacostaaccountingware-com-2/activity/ Activity feed for Sarah Acosta. Sat, 13 Jun 2026 05:05:40 -0400 https://buddypress.org/?v=2.21.1 en-US 30 hourly 2 dc2b0fcf3f47e0a847062f206cd1c553 Sarah Acosta replied to the discussion sql brains? in the forum DynamicsGP https://dynamicscommunities.com/community/groups/dynamicsgp/forum/topic/sql-brains/#post-45541 Mon, 10 Jul 2023 18:25:35 -0400 Reply to sql brains?

Here’s a starting point at least, from Victoria Yudin’s site.

select
T.CUSTNMBR [Customer ID],
C.CUSTNAME [Customer Name],
C.CUSTCLAS [Class ID],
sum(case when year(T.DOCDATE) = 2015 
    and month(T.DOCDATE) = 9
  then T.Amount else 0 end) [Sep 2015 Sales],
sum(case when year(T.DOCDATE) = 2015 
    and month(T.DOCDATE) = 9
    and T.RMDTYPAL = 1 
    then…

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victoriayudin.com

SQL view for customer yearly totals in Dynamics GP

As a follow up to my SQL view for vendor yearly totals, here is something similar for customers. I have combined sales less credits/returns in one column, please take a look at the notes above the …

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