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Microsoft Dynamics GP (Archived)

Inventory Transaction Smartlist

Posted on by Microsoft Employee

I am trying to see all the inventory transactions that were made in a certain time period and I want to bring in the Note field as our inventory department always adds notes as to what/why the transaction occurred.  How can I get this field brought into a Smartlist?

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  • Suggested answer
    Naga Kiran Profile Picture
    Naga Kiran on at
    RE: Inventory Transaction Smartlist

    Yes Frank is correct.

    If you are on GP 2013 SP2 or higher, then you can create 2 new smart lists in Smartlist Designer for both IV Work and History tables as mentioned by Frank.

    To filtering IV transactions made in certain time period, you can use Search option in smartlist.

    1. Click 'Search' button on the smartlist window. (That opens Search window)

    2. Under Search Definition 1 section, Select Colum Name: 'Document Date', Select Filter 'is between' and   Enter From        and To Dates of your desired time period

    3. Click on OK to get the results you setup in Search.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Inventory Transaction Smartlist

    You'll need SmartList Builder to do this, linking to the Record Notes table (SY03900) with the Note Index column from your inventory work and history tables (IV10000 & IV30200)

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