Cannot Filter Voided Document Items from Smartlist (Under Sales)

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Hi all,

When I run an invoice listing in Smartlist from Sales transactions, with the column "Void Status" I am getting inaccurate results. Some invoices that are voided are showing in the list as "Normal" instead of "Voided". When I run a similar report in Receivable transactions I get accurate information using the field "void date".

Does anyone know why I cannot run an accurate voided sales transaction report or am I possibly misinterpreting the fields?

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L Vail 65,271 on at

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Hi,

Sales Transactions is a SOP document. If the document is Voided, that means it was voided in the SOP transaction entry screen. Receivables voids are done from the Receivables Posted Transaction Maintenance window. They are two different things. A SOP invoice moves to receivables once it is posted. Really, a SOP invoice should not be voided in Receivables if any inventory items appear on the invoice, a SOP return should be used instead.

Kind regards,

Leslie

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Victoria Yudin 22,769 on at

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Leslie is exactly right. If you have access to SQL, you can run the script in my blog post here to see the discrepancies in voided transactions between the two modules.

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Community Member on at

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Hi Victoria and Leslie,

Thank you for taking the time to answer my question. I've only worked on SQL in Microsoft Access and don't have much prior experience with SQL in GP. Can you please let me know how I can go about in finding out if I have access to SQL and to edit the codes?

Thank you for your time in advance!

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L Vail 65,271 on at

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Hi,

You would need your network or SQL administrator to grant you select access to the SQL tables. If you don't have the SQL client tools on your desktop (most people don't), you can make the connection perhaps using Excel. You could download the client tools, but you should probably get with your administrator or partner to make sure you have access.

Kind regards,

Leslie

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Community Member on at

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Thank you Leslie, really appreciate it!

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