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) / In GP Smart List Build...
Microsoft Dynamics GP (Archived)

In GP Smart List Builder, how to pull out customer collection notes typed in GP "Collection Management Notes" window

(0) ShareShare
ReportReport
Posted on by Barbara Salazar 1,415

In GP Smart List Builder, how to prepare A/R aging report pulling out customer collection notes by customer?

We input customer collection notes into GP  "Collection Management Notes" window, as follows: 1) by going to Sales 2) clicking on "Collection Main" to pull out "Collection Management Main Window" 3) picking up "Customer ID" in the "Collection Management Main Window" and clicking "New Note" button 4) "Collection Management Notes" window appears on the screen, in which we type our customer collection notes

*This post is locked for comments

I have the same question (0)
  • Barbara Salazar Profile Picture
    Barbara Salazar 1,415 on at

    I'm not sure if this is the same notes as created using Customer Maintenance window, but I really can't pull them out by SmartList Builder...

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,769 on at

    Barbara,

    These are completely different from the Customer Maintenance notes.  Even though they are also (confusingly) called notes, they are not just one note per customer, you could have any number of notes for each customer, and these are stored in a different table.  Looking at the list of tables, I believe you will need tables CN00100 (Collections - Notes) and CN00300 (Collections - Notes Text).  These would both be under the Collections product.

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
Community Member Profile Picture

Community Member 2

#2
Victoria Yudin Profile Picture

Victoria Yudin 1

#2
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans