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Microsoft Dynamics GP (Archived)

Smartlist Builder - New Account Transactions Smartlist Unable to Open Transaction Entry Inquiry

Posted on by 280

Good day,

I have created a Smartlist in Smartlist Builder that mimicks the Standard Account transaction Smartlist in Great Plains.  The issue that I am having is that I am unable to open the Transaction Entry Zoom Window for any transactions that were created in a closed year.  

When trying to open the window I am receiving the message Journal entry field is locked.  I would like to know if anyone has been able to get around this.

Thanks

Don

*This post is locked for comments

  • Suggested answer
    MikeFM Profile Picture
    MikeFM 5 on at
    RE: Smartlist Builder - New Account Transactions Smartlist Unable to Open Transaction Entry Inquiry

    The Journal Entry Window in GP 2015 resolves this issue as it allows entry of a Journal Entry and also Fiscal year (open or History).

  • Don Craig Profile Picture
    Don Craig 280 on at
    RE: Smartlist Builder - New Account Transactions Smartlist Unable to Open Transaction Entry Inquiry

    Good Morning Leslie,

    Thank you for you help on this.

    Don

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: Smartlist Builder - New Account Transactions Smartlist Unable to Open Transaction Entry Inquiry

    Hi Don,

    When a year is closed the Trx move into the GL history table, therefore, you really need two Go Tos, one for history and one for open. Even the out-of-the-box smartlist has history and open separated. If you hit the GoTo button you'll be greeted with this list:

    See the entries for 'History'? That's what you need. The other option is to create a view that contains a UNION statement to jam the history and open tables together.

     

    Kind regards,

    Leslie

     

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