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SQL scripts for Project Accounting: Microsoft Great Plains series - overview for developer
By Andrew Karasev
Microsoft Business
Solutions Great Plains has Project Accounting module where you can budget the
project, assign it to customer contract and then log expenses, timesheets,
inventory spending, and finally bill the customer against the project or
contract. Microsoft Great Plains Project Accounting does excellent job, but
there are cases when you need developer or MS SQL DB Admin touches.
The first script
transfers salesperson and sales territory from Customer master file to Project
master table
update
PA01101
set
SLPRSNID=b.SLPRSNID,
SALSTERR=b.SALSTERR
from
PA01101 a
join
RM00101 b
on a.CUSTNMBR=b.CUSTNMBR
where
a.SLPRSNIDb.SLPRSNID
or a.SALSTERRb.SALSTERR
The second scripts
unlocks Project Accounting user, this rare and funny one – really hard to get
it from Microsoft Business Solutions Tech Support site:
delete
PA000001
where userid='put user id here'
The third script is
really advanced one – it is for users trying to place billing address with
contact info on the PA invoice form at the bottom section – address comes from
Contract – not from the project
/*
Updates
Primary Bill To Address Code for Billing invoice to be the one from Contract
Master table,
instead of
Primary Billing Address Code from Customer
*/
update
PA13100
set PRBTADCD=c.PRBTADCD
from
PA13100 a
join PA13200 b on
a.PADocnumber20=b.PADocnumber20 join
PA01201 c
on b.PAPROJNUMBER=c.PAPROJNUMBER
/*
update
PA13100 set PRBTADCD=c.PRBTADCD
from PA13100
a join PA13200 b on a.PADocnumber20=b.PADocnumber20 join
PA01101 c on
b.PACONTNUMBER=c.PACONTNUMBER
*/
/*
Fill user
defined 1 on the Billing HDR to contact person from the appropriate customer
master address rec.
*/
update
PA13100
set
PAUD1 =
left(b.CNTCPRSN,20)
from
PA13100 a
join RM00102 b on
a.CUSTNMBR = b.CUSTNMBR and a.PRBTADCD =
b.ADRSCODE
Good luck with
customization and support, if you have issues or concerns – we are here to
help! If you want us to do the job - give us a call 1-630-961-5918 or
1-866-528-0577!
help@albaspectrum.com
About the Author
Andrew is a Great Plains
specialist in
Alba Spectrum Technologies (
http://www.albaspectrum.com ) – USA nationwide Great Plains, Microsoft CRM
customization company, serving clients in Mexico-city, Chicago, Houston,
Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, New
Orleans, Toronto, Montreal and having locations in multiple states and
internationally
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