Dynamics GP Reporting Series: Sales Debit Memo

As a part of the Receivables Management Module, we still have the Customer Debit Memo’s, the good thing is, MS guys already created view for the Receivables Transactions, below the SQL command needed:

SQL Command:

dbo.RM10301.DOCTYPE, dbo.RM10301.DOCDATE,
dbo.RM00102.ADDRESS1, dbo.RM00102.ADDRESS2,
dbo.RM00102.ADDRESS3, dbo.RM00102.CITY,
dbo.RM10301.DOCDESCR, dbo.RM10301.CUSTNMBR,
dbo.RM10301.CUSTNAME, dbo.RM10301.SLPRSNID,
dbo.RM10301.SHIPMTHD, dbo.RM10301.PYMTRMID,
dbo.RM10301.DOCAMNT, dbo.RM10301.SLSAMNT,
dbo.RM10301.MISCAMNT, dbo.RM10301.TAXAMNT,
dbo.RM10301.FRTAMNT, dbo.RM10301.TRDISAMT,
dbo.RM10301.CASHAMNT, dbo.RM10301.CHEKAMNT,
dbo.RM10301.CRCRDAMT, dbo.RM10301.CURNCYID,
dbo.ReceivablesTransactions.[Originating Cash Amount],
dbo.ReceivablesTransactions.[Originating Check Amount],
dbo.ReceivablesTransactions.[Originating Credit Card Amount],
dbo.ReceivablesTransactions.[Originating Current Trx Amount],
dbo.ReceivablesTransactions.[Originating Discount Taken Amount],
dbo.ReceivablesTransactions.[Originating Freight Amount],
dbo.ReceivablesTransactions.[Originating Misc Amount],
dbo.ReceivablesTransactions.[Originating Sales Amount],
dbo.ReceivablesTransactions.[Originating Tax Amount],
dbo.ReceivablesTransactions.[Originating Trade Discount Amount],
dbo.ReceivablesTransactions.[Originating Write Off Amount],
dbo.ReceivablesTransactions.[Currency ID]
FROM         dbo.RM10301
ON dbo.RM10301.DOCNUMBR = dbo.ReceivablesTransactions.[Document Number]
dbo.RM00102 ON dbo.RM10301.CUSTNMBR = dbo.RM00102.CUSTNMBR
AND dbo.RM10301.ADRSCODE = dbo.RM00102.ADRSCODE
WHERE     (dbo.RM10301.DOCTYPE = 2)
AND (dbo.ReceivablesTransactions.[Document Type] = ‘Debit Memos ‘)

As all other reports, to avoid any issues when creating our crystal report, we’ll need to add the above statement as a “Command” instead of direct tables as the command does not store the database name along with the statement, the report will need to be designed to look like the original Sales Credit Memo:

Crystal Report Design:


Few optimizations are still required to include calculations and formulas to get the report in the needed format.


Mohammad R. Daoud – CTO
+962 – 79 – 999 65 85 


About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

2 Responses to Dynamics GP Reporting Series: Sales Debit Memo

  1. Ameen Mirza says:

    Thanks Daoud. I just got to know abt the view from your forum, which helped me to fix the credit and debit memo issue.

  2. Bose says:

    Exactly what i was looking, thanks so much!Debit Memo Format

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