Sales Transaction Entry Open and History Files Transaction Volume Analysis

Recently I answered a forum post by a user who wanted to know the number of transactions by module entered in a given day.  I authored a series of queries which allow a user to input a date and execute the query. 

The queries identify the number of unique transactions and the number of lines in the table. Dividing one by the other will reveal the average lines per transaction.  

This query reveals the Number of Sales Transactions processed on a given day and the number of overall lines.

DECLARE @Date as DATETIME

SET @Date = '04/12/2017'

/*Sales Orders*/

select sum(a.Sales_Orders) Sales_Orders from

(Select count(s.Sales_Orders) Sales_Orders  from (Select COUNT(sl.SOPNUMBE) Sales_Orders from SOP10100 SH

Inner Join SOP10200 SL

on SH.SOPNUMBE = SL.SOPNUMBE

and SH.SOPTYPE = SL.SOPTYPE

where sh.DOCDATE = @Date

group by SL.SOPNUMBE) S

Union All

Select count(s.Sales_Orders) Sales_Orders  from (Select COUNT(sl.SOPNUMBE) Sales_Orders from SOP30200 SH

Inner Join SOP30300 SL

on SH.SOPNUMBE = SL.SOPNUMBE

and SH.SOPTYPE = SL.SOPTYPE

where sh.DOCDATE = @Date

group by SL.SOPNUMBE) S) a

/*Sales Lines*/

select sum(a.SOP_Lines) SOP_Lines from

(Select COUNT(SH.SOPNUMBE) SOP_Lines from SOP10100 SH

Inner Join SOP10200 SL

on SH.SOPNUMBE = SL.SOPNUMBE

and SH.SOPTYPE = SL.SOPTYPE

where sh.DOCDATE = @Date

Union All

Select COUNT(SH.SOPNUMBE) SOP_Lines from SOP30200 SH

Inner Join SOP30300 SL

on SH.SOPNUMBE = SL.SOPNUMBE

and SH.SOPTYPE = SL.SOPTYPE

where sh.DOCDATE = @Date) a

Selling Non-Inventory Items in GP 2013

It is possible to sell items without setting them up in Dynamics GP.  The setting in Dynamics GP required to enable this feature is maintained in Sales Order Processing Setup, but first you have to make sure you have not enabled the Add Item Option at the Sales Transaction Entry Window.

Under Tools > Setup > Sales > Sales Order Processing there is an Options Button, which opens the Sales Order Processing Options Setup window.  In the lower portion of this window there is a flag which allows for the entry of non-inventory items, which must be checked to process as you desire:

Mark this option to enter non-inventoried items in the Sales Transaction Entry window for a sale or return without creating records for those items first. If you mark this option, any item numbers entered in the Sales Transaction Entry window that don't exist will be recognized as non-inventoried items. If you don't mark this option, only items that exist in your inventory can be entered.

If you are prompted to add items, which are not already configured in Inventory Control, then one or the other of these settings are not set correctly.

Finally, in order for accounting distributions to be correctly assigned to transactions of non-inventory items, you must choose a default account in the Posting Account Setup window. Navigation: Microsoft Dynamics GP >> Tools >> Setup >> Posting >> Posting Accounts.

Failure to assign a default posting account will result in transactions not posting properly.