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Microsoft Dynamics GP (Archived)

SmartList help for sales transactions

Posted on by 65

I'm new to GP (GP 2010) so please excuse me if my question is simple.

I'm creating a SmartList based on sales transactions.

How can I get the amount columns (e.g. Sales amount, Tax amount and Original Trx Amount) to display (and export) using their correct sign, i.e. Payments and Credit Journals to show as a negative?

In addition is there any column or reference number that gets attached to an invoices transaction to show which payment transaction was applied to it? Other accounting systems I've used record an allocation/applied reference number.

Cheers,

Ben

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  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: SmartList help for sales transactions

    GP Smart Lists allow minor modifications just as adding or dropping columns. Although, If you looking to have the data shown in a specific way that meet your business need, you could go for customization through creating an SQL view and use Crystal Reports, SSRS or Smart List builder to show the data.

    Check the "SQL view with AR apply detail" on Victoria Yudin blog



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