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I am new to Dynamics and my boss is on vacation. I need to get a report that shows 2012 Invoices by Vendor with amount of the transaction and the transaction distribution so I can throw it into a ss and break it out by department (one of the account segments). All of the reports seem so complicated and nothing I try gives me what I want. Is there a report that gives me that information?
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Unless you have SmartList Builder I don't believe you can get the detail you are looking for. Try Victoria Yudin's blog for a SQL query that can accomplish this if you don't own SLB.
See Victoria Yudin's blog at these URL's
Look for a reference like this;
Original:
victoriayudin.com/.../sql-view-to-show-all-gl-distributions-for-ap-transactions
Updated version:
victoriayudin.com/.../updates-to-sql-view-to-show-all-gl-distributions-for-ap-transactions
This is something that would need to be run in SQL...if you have SmartList Builder and have access to SQL Server Management Studio (SSMS), then you can use the instructions in this blog post to set this up as a new SmartList: victoriayudin.com/.../how-to-use-a-sql-view-in-smartlist-builder
If you don't have access to SSMS and/or SmartList Builder, then you will need some help with this - either from someone at your company or from your GP Partner.
This looks perfect, but I'm so embarassed to say, but I have no idea how to run it. Where in Dynamics is the place to enter this code? As I said...I'm new to GP and I'm just struggling through. Thanks!!
Here is a blog post with code for getting GL distributions for all payables transactions: victoriayudin.com/.../sql-view-to-show-all-gl-distributions-for-ap-transactions
Hope this helps.
Thanks for the suggestion. That report didn't have account distributions. What I think I need is an updated version of Dynamics that has XL reports. We are running 10.0. I think I'm hosed.
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