90
I want to create a smartlist that shows each line's item and serial number(s) for an invoice in Open state. I've created one using the Sales Transaction Amounts History and also one using Sales Transaction Amounts Work and they both work for history and work invoices, but there is an invoice that shows up under Sales -> Inquiry-> Transaction by Customer that I am unable to 'see' in either smartlist. It is OPEN. Which table(s) do i use for this?
*This post is locked for comments
Hi,
The Receivables Transaction Inquiry - Customer window is actually a window for Receivables Management.
Since the Invoicing and Sales Order Processing modules flow into RM, any transaction posted on IVC and SOP will show here are OPEN (RM20101 - RM Open File). Once these transactions are fully applied and Paid Transaction Removal is processed, the transactions will then move to HIST (RM30101 - RM History File).
The Inquiry you need to use for Sales Order Processing transactions is the Sales Order Processing Document Inquiry window (Inquiry | Sales | Sales Documents). This holds Unposted and Historical (posted) transactions.
For the Smartlist you are to create (using SLB), you just need to check SOP10200 (Sales Transactions Amounts Work) and SOP30300 (Sales Transactions Amounts History) and then link the SOP10201 (Sales Serial/Lot Work and History).
Let me know if you have further questions.
What do you mean by "Open?" In SOP a trx can be in the Work tables or History tables.
The work tables are
Sales Transaction Work and Sales Transaction Amounts Work
What you can do is use the Matched Tables feature of SmartList Builder and add these tables to your SmartList.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (