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Microsoft Dynamics GP (Archived)

SmartList - transactions by User ID?

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Posted on by

Hi there 


First post 

Can someone please help me with viewing transactions by User ID? We don't use Salespeople IDs here, and I need to get a list of all transactions (specifically, invoices) raised by 2 of the 9x GP users we have 

Is this possible? 

Thanks in advance!

Simon 

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  • Victoria Yudin Profile Picture
    22,768 on at
    RE: SmartList - transactions by User ID?

    Simon,

    There are so many columns available in there, sometimes it's easy to not find what you're looking for. Glad I was able to help!

  • Community Member Profile Picture
    on at
    RE: SmartList - transactions by User ID?

    Perfect! Thanks Victoria, this is exactly what I was looking for

    And I feel a bit silly for not spotting the 'User to Enter' option. I looked, honest I did :)

    Cheers

  • Community Member Profile Picture
    on at
    RE: SmartList - transactions by User ID?

    Many thanks Babu

  • Verified answer
    Victoria Yudin Profile Picture
    22,768 on at
    RE: SmartList - transactions by User ID?

    Simon,

    To answer your question it would be critical to know what module your users are entering the invoices into. If you are using SOP (Sales Order Processing) and they are entering transactions on the Sales Transaction Entry window, then you can use the Sales Transactions SmartList and add the User To Enter column - that will store the user who originally created the invoice in GP.

  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    10 on at
    RE: SmartList - transactions by User ID?

    Hi Simon,

    Welcome to the community.  Please use financial transaction smartlist and add User ID who posted on column to get the transactions posted by user id.

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