How to build a SmartList that links Journal Entry with PO's

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Posted on by Anita Deaton

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Our controller has asked me if I could make a Smart List that links a Journal Entry # to a PO with regards to our Inventory Account #'s. He seems to think this is possible, because in Journal Entry Inquiry when you select Source Document you can find the PO. Is this possible?

Any help is much appreciated

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Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at

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Re: How to build a SmartList that links Journal Entry with PO's

I agree with Max. SmartList Builder and some SQL will be required.
DinB 3,812 on at

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Re: How to build a SmartList that links Journal Entry with PO's

In the "Account Transactions" SmartList, you could try adding some columns such as "Originating Document Number", "Originating Master ID". That will only show the Receipt Number for documents such as "Shipment" or "Shipment Invoice" that the Journals came from. To trace back to PO in the SmartList, I think a customized SmartList (SmartList Builder) and some SQL programming will be necessary. And the logic is not straight forward because multiple POs can be combined into one Shipment in GP.