Microsoft Dynamics GP (Archived)

Transaction report?

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Posted on by Community Member

Hi all,

I am new to Dynamics GP and trying to gain a better understanding of the software.

I have been trying to find a transaction report to include the following:

Vendor Name

Item Description

Account code

Cost

PO Number

Date receipted.

I want to be able to see all actual expenditure by inputting an account code, whether this be manual journal entries or the receipting of purchase orders.

Is there a standard report that is accessible within Dynamics? If so, where can I find such a thing?

Thanks in advance!

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Tami Farrelly 5,080 on at

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Use the smart list

Purchasing> Recievings transactions

Tami

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Community Member on at

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Thanks Tami, this could be useful. However, I want to be able to specify an account code.

Also, I want all transactions that have been coded to an account, not just those that are coming from Purchase ledger.

Is there not a report that does this?

Thanks again.

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Tami Farrelly 5,080 on at

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Smart List

Inventory>Inventory Transactions...you can add the GL accounts.

and see the transaction type....

I use smartlists from various modules and export to excel then use Vlookup to link the data...

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Community Member on at

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Thanks Tami. Although this doesn't pull any form of transaction through for me.

I have looked under Financial > Inventory and can run a couple of reports this way, although it isn't ideal.

Thanks again.

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Alvaro Rodríguez Ochoa 2,395 on at

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I think Tami's approach is the best for you, you just need to add the columns with the GL accounts and then filter the results.

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