How to create smart list for unposted payables with account numbers?

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Posted on by NEEDHELPGPPLZ

More specifically, I want to pull all payables that are not posted and get the account number.

Problem: I see how to get the account number, but it will only provide the account number that is saved as the purchases account number for that vendor, and often we use different account numbers with the same vendor. E.g. purchases account number is 444, but some transactions require a different account and use 999. In the smart list, it will show 444

Any idea?

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Microsoft Dynamics GP

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Lisa at AonC.com 3,134 on at

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RE: How to create smart list for unposted payables with account numbers?

You'll need to create a new SmartList (with SmartList Designer) as you need a SmartList that is based on the Payables Transaction Distributions, not the Payable Transaction itself. (The rule for SmartList is that there is only one line per SmartList type. Since there are multiple distributions per payable transaction, you can't get the specific data you need with the standard SmartLists.)

If you are on a current version of GP, SmartList Designer is included. You'll need some expertise with the GP table structure (and comfort with SQL helps too). SmartList Designer is very simple to use when you are comfortable with the data source. Victoria Yudin has a good example of a similar view to what you are asking about: victoriayudin.com/.../