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Session Id :
Microsoft Dynamics GP (Archived)

Pull only paid invoices from GP

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Posted on by 70

I wanted to pull paid invoices alone. I tried to find the service methods for the same but couldn't find.Please help me.

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  • Suggested answer
    soma Profile Picture
    soma 24,410 on at
    RE: Pull only paid invoices from GP

    Yes mike. I forget, thanks for your suggestion.

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at
    RE: Pull only paid invoices from GP

    Keep in mind that you can have paid RM invoices that are in the open file as well as history. Paid RM invoices will not move to history until the Paid Transaction Removal routine is performed. You can analyze RM invoices by looking at the Current Transaction Amount = 0, as this field is essentially an open balance field.

  • Suggested answer
    soma Profile Picture
    soma 24,410 on at
    RE: Pull only paid invoices from GP

    For AP Invoices:

    1. Open payble transactions list in smartlist(Tools-->Smartlist). In smartlist choose (Purchasing--Payable Transactions).

    2. Double click the payable transaction.

    3. In search payable transaction window, set Document Type is equal to Invoice in definition1

    4. Click Column button and click add button to choose the documetn status column to this smartlist.

    5. Set Document Status is equal to History and click ok to view the paid invoices details alone.

    For AR Invoices:

    Do the above same steps in in smartlist(Tools-->Smartlist). In smartlist choose(Sales--> ReceivableTransactions).

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