Payables Batch Edit List

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I am trying to create a smart list for a payables batch edit list - so that I can review all details of a payables batch prior to posting. Information I need to have would include the batch #, doc#, doc date, vendor ID, Vendor name, Transaction description, distribution accounts...and possibly the discount amounts.

I found a video in the blogs written by Belinda Allen ... using Microsoft Query ... however ... our company does NOT have the Database set up to use in Microsoft Query at this point ... So I was trying to create something using a smart list by combining tables.

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zulfi721 on at

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RE: Payables Batch Edit List

Thx babu.....For resolving

Thx soma....For the link
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babubaskaran@outloo... 6 on at

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RE: Payables Batch Edit List

Hi Zulfi,

That look right since Fabrikam might not have any batch not posted. As Soma mentioned please raise a new question to start newly.
soma 24,410 on at

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RE: Payables Batch Edit List

Post your requirement as a new question... That would be help us to provide the better answer.
zulfi721 on at

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RE: Payables Batch Edit List
zulfi721 on at

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RE: Payables Batch Edit List

Babu i am getting this report for Fabrikam...........

is it correct?

No transaction is being displayed....screen shots are attached
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babubaskaran@outloo... 6 on at

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RE: Payables Batch Edit List

press the Plus symbol Zulfi
zulfi721 on at

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RE: Payables Batch Edit List

Thx Babu....

screen shot is attached

Now when i try to add table PM10100...it says no link has been selected.........

what mistake is being done by me.......
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soma 24,410 on at

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RE: Payables Batch Edit List

Please have a look on the below link.

mcgladrey.com/.../wc_smartlist_designer_02202014.pdf

Hope this helps!!!
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babubaskaran@outloo... 6 on at

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RE: Payables Batch Edit List

Zulfi,

Press the view on to of this window and change table name to physical.
zulfi721 on at

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RE: Payables Batch Edit List

Hi babu.......

Here is point#6.......iam stuck here........i am unable to see these table numbers....

posting a screenshot .....kindly guide......

6. Add tables by pressing the Plus symbol on the top and select PM10300 (Payment other than manual payment) and PM10400 for manual payment select all required fields on right side. Distribution account wont be available so you need to join another table by pressing the Add button again PM10100 to get that infromation. Field used to link these tables is PMNTNMBR on 10300 or 10400 & TRXSORCE on 10100.