Primary Key in SmartList_Bank Transactions and GP_ Purchasing

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Hello all,

We have a default bank transactions smartlist and would like to add the Vendor Address information fields from GP. Is there a primary key that can work to connect the two areas?

Thanks,

Mwali

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Bill Campbell 12 on at

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RE: Primary Key in SmartList_Bank Transactions and GP_ Purchasing

One other option might be to build your own Smartlist in either of Smartlist Designer or Smartlist Builder.

Then following what Heather has suggested should work for you.

Hope this helps.
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Heather Roggeveen 9,146 on at

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RE: Primary Key in SmartList_Bank Transactions and GP_ Purchasing

Hi

If you use it from Account Transactions rather than Bank Transactions, then you can bring up Originating Master ID and that would give you the vendor ID. You could link from the GL back to AP based on the Vendor ID and document number. You could then use some of the sort options to restrict based on it coming from purchasing. I am not sure if you could do it from the Bank Transactions SmartList - you would probably need to use something like Audit Trail Code.

If you have someone good with SQL, often it is easiest to create a view in SQL and then link a new SmartList to your custom view.

Hope that gets you started.

Cheers

Heather