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View Payments Applied to All Invoices in Dynamics GP

View Payments Applied to All Invoices in Dynamics GP

Sometimes it would be helpful to see a single inquiry screen or report showing all your invoices and the payments applied against those invoices.

 

Unfortunately, GP does not have such an inquiry screen or report.

 

However, you can create your own solution using SmartList Builder, a module for Dynamics GP. I’ll share with you step-by-step instructions for building the view, but first, here’s what the finished product will look like:

 

 

Here’s how to create this view:

 

Step 1 – Create a two views using SQL Management Studio or Enterprise Manager. One will be for invoices that are fully paid and one for invoices that are partially paid.

Step 2 – Provide Security Access to the SQL Views by going to Microsoft Dynamics GP>Tools>SmartList Builder>Security.

Step 3 – Create the new SmartList by going to Microsoft Dynamics GP>Tools>SmartList Builder>SmartList Builder. (I suggest selecting SmartList Builder as the Product to keep all customized SmartList together).

Step 4 – Add the view to the new SmartList.

Step 5 – Select all Field Names to Default.

Step 6 – Click Save and Navigate to SmartList.

Step 7 – Click Yes when asked to update SmartList.

Step 8 – Repeat steps 3 – 7 to create the second SmartList.

Step 9 – Done! Here’s what the view should look like.

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