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Account Transaction Smartlist

Posted on by 155

I'm trying to create a smartlist using an account range between certain accounts. The data returned does not fall within the range criteria. Is there a way to limit the accounts displayed?

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  • Suggested answer
    Thomas Newcomb Profile Picture
    Thomas Newcomb 1,810 on at
    RE: Account Transaction Smartlist

    Hi Bjy1106!

    Was your issue resolved by the information posted or is this still an issue?

    ~Thomas Newcomb

    ------------------------

    Dynamics GP Support

    ------------------------

    This posting is provided "AS IS" with no warranties, and confers no rights

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Account Transaction Smartlist

    You need to add the Main Segment Column to the SmartList and sort by just that segment, otherwise you are sorting by the full account number with all segments, which is why it doesn't sort like you want it to.

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Account Transaction Smartlist

    Apologies,  I was asking in order to better understand the problem and help you identify the root cause and the proper resolution.

    Any feedback ?

  • bjy1106 Profile Picture
    bjy1106 155 on at
    RE: Account Transaction Smartlist

    Thanks

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Account Transaction Smartlist

    Can you please provide a screen shot of the "Search window" and filtration you have considered ?

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