web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Primary Key in SmartLi...
Microsoft Dynamics GP (Archived)

Primary Key in SmartList_Bank Transactions and GP_ Purchasing

(0) ShareShare
ReportReport
Posted on by Community Member

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

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Heather Roggeveen Profile Picture
    Heather Roggeveen 9,146 on at

    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

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell 12 on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans