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Microsoft Dynamics GP (Archived)

Amy Trammell - Financial Analyst

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ReportReport
Posted on by 125

Revenue Reports in GP - I need help with using the existing report templates in GP to pull the following data: MTD sales and YTD sales by customer ID, revenue type and by market. Any suggestions???

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  • Suggested answer
    soma Profile Picture
    24,410 on at
    RE: Amy Trammell - Financial Analyst

    I think you have entered some manual reversing entries in GL. If am I correct, then you can't get the manual entry reports from Sales module of SmartList. You can get the manual entry transactions from Financial-->Account Transactions SmartList.

    Hope this helps!!!

  • Amy Trammell Profile Picture
    125 on at
    RE: Amy Trammell - Financial Analyst

    Soma,

    We are trying to use the reports in GP to tie those to our Balance Sheets and P&L's. However, there are some manual reversing entries we input for monthly accruals which are not showing via the sales reports. Using the current sales journal report from the Smart List, I pulled in all the columns and rows of data then exported that to Excel into a pivot table to see what information we could get yet it is still missing the manual entries. Any suggestions?

  • soma Profile Picture
    24,410 on at
    RE: Amy Trammell - Financial Analyst

    Can you elaborate your question as more detail?

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