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Finance | Project Operations, Human Resources, ...
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Purchasing Smartlist with PO/Receipt Number

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Posted on by 5

Hi All,

I need to generate a smartlist showing purchasing invoice vendors/numbers and the PO/receipt they are matched to. Is that possible?

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    Isaac Olson Profile Picture
    on at
    RE: Purchasing Smartlist with PO/Receipt Number

    Hi Josh, 

    You can most definitely do this as you can create any SQL view and pull it into a SmartList.  There are also tons of SQL view examples for Microsoft Dynamics GP posted online.

    Probably the simplest way would be to create a new SmartList based on the POP10600.  This table would have the invoice number and the shipments that it is applied to. 
    Physical Name Display Name Technical Name
    POP10600 Purchasing Shipment Invoice Apply POP_ShipIvcApply

    From there you could Join to the POP10500 on the POP10600.POPRCTNM = POP10500.POPRCTNM and the POP10600.RCPTLNNM= POP10500.RCPTLNNM.  This table would have the shipments and the PO that those shipments originated from as well as the quantity shipped and the quantity matched (invoiced) and the item number. 

    POP10500 Purchasing Receipt Line Quantities POP_PORcptApply

    Now all you are missing is the Vendor/VendorID for the transaction.  You could join the POP10500 now to the POP30300 since the shipment has to be posted in order to match it.  You could join it on the POP10500.POPRCTNM = POP30300.POPRCTNM and POP10500.POPTYPE= POP30300.POPTYPE. so that you could pull the Vendor listed on the shipment which would be the vendor on the invoice.  

    POP30300 Purchasing Receipt History POP_ReceiptHist

    There are many ways to do this and the best method would really depend on the exact columns that you need to see.  This would just be one method to try using SmartList directly but as I said there are tons of articles online on how to create SQL views that you could use as an example.

    I hope this helps!  I am sure others would be willing to share their thoughts or recommendations for SQL Views that they commonly use. 

    Thanks,

    Isaac Olson

    Microsoft Support 

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