Dynamics Community Forum Thread Details

SmartList to show outstanding sales invoices

Dear GP Community,

We are in the process of upgrading to Dynamics GP and would like to know how to make a SmartList present a list of all of our outstanding sales invoices.

Using Sales > Sales Transactions > Open Invoices and setting the 'Document Status' to "Posted" presents a list of all invoices regardless of whether a payment as been applied to it.

A secondary requirement is to be able to run this enquiry for a specified date.

Please can someone guide us how to achieve one or both of these objectives?

Kind Regards,

You can get this piece of information from the receivable transaction Smart List, considering the "Current Transaction Amount" field. I suppose you do apply the invoices to the payments, right ? I suppose as well that Receivable transactions are to be included as well.

Consider the following criteria:

1- Current Transaction Amount = 0, Fully applied transaction

2- Current Transaction Amount <> Document Amount and Current Transaction Amount > 0, Partially applied transaction

3- Current Transaction = Document Amount, Transaction with no payment applied to it

Additionally, you may consider the customized report by Victoria Yudin SQL view for all unapplied Receivables transactions in Dynamics GP

As for the second requirement related to a specific date, you can consider the Aged Trial Balance (Reports > Sales > Trial Balance > Aged Trial Balance with options. Or the Historical Aged Trial Balance

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