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MS Dynamics Great Plains SmartList - Cash Receipts Entered Today not pulling the Accurate data

Posted on by Microsoft Employee

Hi,

I have problem in Great Plains Smart List report  name" CASH RECEIPTS ENTERED TODAY". The problem is, I want to add Sales Territory  on this smartlist. so I added column SALES TERRITORY In this SmartList but it does not show the accurate data , specially for those transactions that are coming from Sales Order Processing Module. This Sales Territory field shows correct data, if the transaction was entered in Receivable Module, but it does not show the correct sales Territory codes for those transactions , which were entered in Sales Order Processing (SOP) Module, like sales Invoices or Return Transactions. so I  created a SQL View, got the correct SALES TERRITORY codes for SOP module based transactions, but the problem is,  now I have 2 different fields in SMartList, One field (Column) shows the correct SALES TERRITORY Codes ,  for Sales Order Processing Module based transactions, and the 2nd field (column)  in the smartlist shows Sales Territory codes for Receivable module based transactions. But I want to show 1 column in this smartlist that shows the accurate SALES TERRITORY CODES for both type of transactions . I am using SMARTLIST Builder and not getting , how to overcome this issue? Do I use Calculation, but SMARTLIST BUILDER is not showing  (IF THEN ELSE) Command. Can you please help me out? will appreciate your help.  

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