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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Transaction report?
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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I have the same question (0)
  • Tami Farrelly Profile Picture
    Tami Farrelly 5,080 on at

    Use the smart list

    Purchasing> Recievings transactions

    Tami

  • Community Member Profile Picture
    Community Member on at

    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.

  • Tami Farrelly Profile Picture
    Tami Farrelly 5,080 on at

    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...

  • Community Member Profile Picture
    Community Member on at

    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.

  • Alvaro Rodríguez Ochoa Profile Picture
    Alvaro Rodríguez Ochoa 2,395 on at

    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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