Is there any way to get a smartlist that would show where a document is applied? Payments, Credit memos, checks, ect ... I can't seem to find any fields within smartlist to show what documents are applied towards.
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Is there any way to get a smartlist that would show where a document is applied? Payments, Credit memos, checks, ect ... I can't seem to find any fields within smartlist to show what documents are applied towards.
*This post is locked for comments
Hi Travis,
Unfortunately, this is not possible. Apply tables in GP is not linked to any Smartlist object on regular smartlist.
You can try using Smartlist Builder to create a new object though.
Kind Regards,
Tristan
If you have SmartList Builder, you can use this view created by Victoria Yudin in a new SmartList - victoriayudin.com/.../sql-view-with-ar-apply-detail. Otherwise, no.
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