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Smart List - Sales transtions with GP Qty and Hold

Posted on by Microsoft Employee

I need to create a smartlist that has all the existing tables in the sales lines smartlists, but includes

a.      GP inventory quantities for the item

c.       active process hold

Suggestsions on the tables to use.

Thanks!!!

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  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at
    Re: Smart List - Sales transtions with GP Qty and Hold

    Andrea,

    That's one of the reasons I started with the Sales Line file as my main table. If I would have started with the Sales Trx Header it would violate my one-to-one relationship tree.

    Each line item has one record in the Item Quantity table, one-to-one. Likewise, each line item has one record in the Sales Transaction Header table, one-to-one.

    The Process Holds table is where the one to many relationship shows up. Each SOP Document can have multiple holds, one-to-many.

    If you start with the Sales Header as your base table, you cannot hook both the Sales Line and the process Holds tables to it because you would be creating two one-to-many relationships.

    The Sales Line table is one-to-many with the header and the Process Holds table is one-to-many with the header. You can't do that.

    I hope this helps

    Kind regards,

    Leslie

    PS Are you going to Convergence?

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Smart List - Sales transtions with GP Qty and Hold

    Thanks Leslie. I did start with the Sales Transactions Template - since they wanted the same tables/fields.

    How did you link item qty master by site and item? I don't see site as an option?.

    maybe one of these days we'll meet - i feel like we have been emailing for years.

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Smart List - Sales transtions with GP Qty and Hold

    Andrea,

    This is how I set mine up. However, if you have more than one active process hold on the SOP document (not applied to lines), you will get a line for each hold. I also used Matched tables for the SOP Line and SOP Header.

    Kind regards,

    Leslie

  • Vincent O. Profile Picture
    Vincent O. 100 on at
    Re: Smart List - Sales transtions with GP Qty and Hold

    Hi Andrea,

    I guess you already know the tables needed for the Sales Lines in SmartList (either SOP10200 and/or SOP30300, depending if you want only WORK data, HISTORY data, or both).

    GP Inventory quantities are basically in IV00102. This will require you to link to the Item Number and the Site ID from the sales lines table.

    Active (and deleted) process holds are in SOP10104. Even removed process holds still have a value in this table because GP takes note of which user removed the hold. The field in SOP10104 that tags if a hold is deleted/removed is the DELETE1 field. This is a boolean field.

    Cheers,

    Vincent

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