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Microsoft Dynamics GP (Archived)

Smartlist Source table

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ReportReport
Posted on by Microsoft Employee

Do you know why I can’t find this report in the Smart List Builder Section.

I am looking for the source of this report.

(2nd print screen is where I am looking)

I don’t see that many reports.  I only see about 20 and none of them match what I am looking for.  I want to see the source and SQL View

Thanks for any help.

 

 

                     

 

 

 

 

 

*This post is locked for comments

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Smartlist Source table

    WennSoft

    Past Due Customer Transactions is not a view on the database level, it is the same [dbo].[ReceivablesTransactions] view with a specific filtration added on the search button, which is:

    • Due Date < Current Date
    • Current Trx Amount is not equal to  0

    Therefore, consider the original SmartList for the required purpose.

    Your feedback is highly appreciated, 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Smartlist Source table

    I am not trying to modify or customize the existing smartlist.

    Its a basic out of the box smartlist in the sales folder... called 'Past Due Customer Transactions'...

    if i open smartlist builder and look in smartlist lookup..its not there.. I want to see the source and SQL View of this report.

     

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Smartlist Source table

    OK,

    So this goes back to my initial reply... Are you trying to modify/customize existing SmartLists from the GP system ? the 20 something SL's you're referring to seem to be custom SL that were build for you by your partner or someone else in the company.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Smartlist Source table

    It wont let me add my attachments.  the user is logged in as 'sa'

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Smartlist Source table

    Hi WennSoft (?),

    First of all, your print screen didn't seems to have made it into the post here... so we can't really know what you're talking about...

    Second, what user are you logged into GP ? 'sa' or a regular user ? When you say "I don't see that many reports"... what reports are you referring to ? All the default SmartLists that are available in GP ? sorry, but those are not accessible to Smart List Builder.. you'll have to create your own ones, either based on SQL views  that exist already or that you have to create, or accessing tables from various places in your GP database (and/or foreign tables).

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