Hi,
When we process credit notes for our customers, we leave a comment at each line mentioning a reference number. Is there a way of pulling line item comments in a smart list. I was able to pull comment at document level but did not find any option for line item.
Thanks,
Zeeshan
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Okay. In Dynamics GP 2013, you can use the Smart list designer to get this data into GP. Here is the link:
Microsoft Dynamics GP 2013 SP2 SmartList Designer New Features
Don't forget to create a view for the select statement mentioned in the previous post.
Let me know if you need any further assistance,
Looks like we are on the right track. I am a beginner when it comes to designing a smart list. Would you know anywhere I can easily get guidance on step by step designing a smart list.
Just to get things clear and avoid any misinterpretation . When you go to Smartlist > Sales Line Transactions. There are four columns which you can add which are :
These four columns are not the same ones retrieved from Sales Line Comment work and history. They retrieve data from another tables which is SOP10106 (Sales User defined work and History). So in your case, chances are you might find these four fields empty on the smart list, because your comments are simply recorded in another table (SOP10202)
Okay, we are clear now. Consider the script below which will retrieve all line item comments. SOP numbers with no line item comments won't be retrieved.
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SELECT SOP_Number ,
Status ,
ITEMNMBR ,
ITEMDESC,
COMMENT_1 ,
COMMENT_2 ,
COMMENT_3 ,
COMMENT_4 ,
Comment_Text
FROM ( SELECT SOPNUMBE AS SOP_Number ,
LNITMSEQ ,
CASE SOPTYPE
WHEN 1 THEN 'Quote'
WHEN 2 THEN 'Order'
WHEN 3 THEN 'Invoice'
WHEN 4 THEN 'Return'
WHEN 5 THEN 'Back Order'
WHEN 6 THEN 'Fulfillment Order'
END AS SOP_Document_Tyoe ,
COMMENT_1 ,
COMMENT_2 ,
COMMENT_3 ,
COMMENT_4 ,
CMMTTEXT Comment_Text
FROM [SOP10202]
) AS A
LEFT OUTER JOIN ( SELECT 'Work' AS Status ,
SOPNUMBE ,
LNITMSEQ ,
ITEMNMBR ,
ITEMDESC
FROM SOP10200
UNION ALL
SELECT 'History' AS Status ,
SOPNUMBE ,
LNITMSEQ ,
ITEMNMBR ,
ITEMDESC
FROM SOP30300
) AS B ON A.SOP_Number = B.SOPNUMBE
AND A.LNITMSEQ = B.LNITMSEQ
Here is the data set of the result:
You may create a view for the script above and get it published on Dynamics GP through Smartlist designer or builder.
Let me know if you have any further inquiries,
Zeeshan
Too many questions. Though, I am trying to make sure I understand your inquiry quite well
Here is the line item section, can you please specify where you put the comment ?
Your feedback is highly appreciated,
I am referring to SOP entry.
Are you talking about this note on the Receivable Transaction Entry window ?
Your feedback is highly appreciated,
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