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How to add Originating Master ID (Vendor ID) to Current Purchasing Journal Smartlist

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Posted on by TreyNickMil

We currently use GP's detailed Trial Balance reports for our purchasing accounts to view purchases for specific departments for specific periods, however it would be much easier to view this information in a smart list and export to excel, allowing us to run pivot tables, sort, filter, etc. The default Current Purchasing Journal smartlist would work great for us, however it does not contain a column for the originating Master ID or Document ID.

I have tried using Smartlist Designer but I am having trouble identifying the proper table(s) to use and creating the relationships between them. Is it possible to add these columns into the smartlist?

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TreyNickMil 5 on at

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RE: How to add Originating Master ID (Vendor ID) to Current Purchasing Journal Smartlist

Perfect, thanks!
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RE: How to add Originating Master ID (Vendor ID) to Current Purchasing Journal Smartlist

This is possible without Smartlist Designer. You need admin rights in GP. Go to: Administration - Setup - Smartlist Options

Here, you can add fields to the default smartlist reports - you pick which ones you need.

For example, for your report, you would pick the category to be 'Account Transactions'. The fields you want need to have a checkmark in the box. THEN you can add the Originating Master ID, etc to your reports