Skip to main content

Notifications

Announcements

Check out the New Agent Creator Community
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Smart List Column Form...
Microsoft Dynamics GP (Archived)

Smart List Column Format for Numbers, Table Links

(0) ShareShare
ReportReport
Posted on by Community Member

Good Day,

A smart list was created with column "Current Trx Amt."  The format when exported to excel is a general format so formula cannot be applied (for e.g SUM).  Is there anyway to change this format when designing the smart list?  

Other issues encountered:

I am also still trying to get my returns as minus numbers.

I am trying to link the trx entry screen data to the smartlist being designed.  When opening entries were done, they were done using this screen rather than sales trx entry screen.

Which table can I use to get the TRX entry screen data fields?

Thank you,

Dexter 

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at
    RE: Smart List Column Format for Numbers, Table Links

    Hi Leslie,

    Unfortunately I don't have access to Smartlist Builder.  Also, I am unable to publish or modify my smartlist reports because the option to do so is greyed out.  Is it that the out of box smart lists can't be published or linked?

    And you were correct about the Trx being the GL entry screen.

    Thank you

  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at
    RE: Smart List Column Format for Numbers, Table Links

    Hi Dexter,

    My first advice would be to use an integrated Excel report instead of a SmartList. You can accomplish nearly all of the issues you spoke of with a linked Excel report. If you don't want to do that, you'll could use an Excel export solution to format your trx amount fields and change the sign of your return and credit items. Your final question was about the sales trx entry screen vs the trx entry screen. To me, the Trx entry screen is the General Ledger transaction entry screen. Is this what you mean?

    The GL trx entry screen numbers are in the GL20000 for open years and the GL30000 for history years. The SOP Trx Entry screen posted amounts are stored in primarily two tables. The header information is in SOP30200 and the line information is SOP30300. The debits and credits are in the SOP10102 table.

    You've got to understand that nearly every trx amount in GP is a positive number. There is a trx type field that you must use to determine whether it is actually positive or negative. If you have the SmartList Builder module, causing credits and returns to appear as negative numbers is simple.

    Kind regards,

    Leslie

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

News and Announcements

Check out the New Agent Creator Community

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Almas Mahfooz Profile Picture

Almas Mahfooz 3 User Group Leader

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans