Smartlist Filters - Display Back orders, Orders, or Quote that was not transferred

(0) Share

Report

Posted on by DanielNgHo

In Dynamics GP 2016, Is there a way to filter all open documents that are not transferred from:

1. Quotes --> Orders / Invoice.

2. Orders --> Invoice

3. Back Orders --> Invoice

Thanks

Categories:

Microsoft Dynamics GP

All responses (3)

Answers (0)

Nicole Hellerud 1,712 on at

Like (0)

Report

RE: Smartlist Filters - Display Back orders, Orders, or Quote that was not transferred

Hello Daniel Ng,

Thank you for your clarification.

You could try the records that exist in the SOP10100 with a SOPTYPE of 1(Quote) 2(Order) and 5(Back Order) and WHERE ORIGNUMB <> SOPNUMBE.

SELECT * FROM SOP10100 WHERE SOPTYPE in ('1','2','5') and ORIGNUMB <> SOPNUMBE

You want to give this a whirl and let us know how it goes.

Wishing you and yours healthy and happy days ahead.

Nicole Fiskum

Support Engineer

Microsoft Dynamics GP
DanielNgHo 25 on at

Like (0)

Report

RE: Smartlist Filters - Display Back orders, Orders, or Quote that was not transferred

Hi Nicole,

I am using SmartList Designer. There are custom report already there.

What I want to know, is all the way around. For example:

Someone created a Quote/Order, but this was not invoiced. How can I filter this?

I know that if I want to check from which document, the invoice came from, I can use the Originating Document Column, but I just want to filter which Order/Quote didn't get invoiced.

Thanks in advance for your help,

Daniel Ng
Nicole Hellerud 1,712 on at

Like (0)

Report

RE: Smartlist Filters - Display Back orders, Orders, or Quote that was not transferred

Hello Daniel,

Thank you for your post.

To clarify you want to view Orders and Invoices that did not originate as Quotes, Invoices that did not originate from Orders and/or Back Orders?

Are you using SmartList Builder or SmartList Designer?

Wishing you and yours healthy and happy days ahead!

Nicole Fiskum
Support Engineer
Microsoft Dynamics GP