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Voided payable transactions are showing up in past due payables. Is there a way to remove them? Also can anyone point me towards a Great Plains beginners/troubleshooting guide for AP?
Thank you.
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Thank you! I was selecting integer. I'll keep this in mind.
Kevin, this was a great help for me. Is there a way to format this calculated field to show standard 2 decimals? I do very little SQL programming and am relatively new to SLB.
Thanks for your help.
Hi Kevin,
Unfortunately with the standard smarltist, your requirement is not possible.
An alternative is to record your formulas as macro in the spreadsheet and define it in the Smarlist export solutions. In this way your macro will run after the smarlist are completely exported.
Cheers,
Dencio
Kevin,
If you have Smartlist Builder, you could do this, but you are right that in regular Smartlist, you can't.
In Smartlist Builder you can do a calcualted field for amount something like the following.
CASE
WHEN {PM Transaction OPEN File:Document Type} IN (1,2,3)
THEN {PM Transaction OPEN File:Current Trx Amount}
WHEN {PM Transaction OPEN File:Document Type} IN (4,5,6)
THEN {PM Transaction OPEN File:Current Trx Amount} *-1
END
The Smart List works fine but is there a way in a smart list to have the invoices show up as positive amounts and the credit memos and payments show up as negative amounts? I am running the smart list, exporting it to excel and then using an if statement to change the amounts as needed.
Make sure that you have not changed the parameters of that Smartlist, but I think you will have to add one more
You can filter out the Voided ones by selecting columns and bring in "Voided" You can also just select "Voided = No" in your search criteria without actually bringing in the column. If there is a transaction in there that is blank in the voided column, then it is probably Unposted (Work Tables).
It should be Due Date is Less than Current Date, Current Trx Amount is greater than 0, and Due Date is greater than 0/0/00 (leave it at "Enter Date" and leave the Date Blank and Voided = No
Let me know if that works for you.
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