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[David Morinello@mttsvc.com]

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Have your looked at these reports? Kind of the first line Go To for useful reports.

Victoria Yudin | SOP SQL Views

victoriayudin.com

SOP SQL Views

Dynamics GP Sales Order Processing SQL Views All SOP Line Items   All line items from both posted and unposted SOP transactions. All SOP Line Items with Serial Numbers and Comments  All line items …

[Pamela Stephenson]

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Stephanie, I use the column Current Transaction amount, in smartlist. This will show the balance on each invoice, instead of the full sales amount. It will give you invoices as well as payments and returns, all as positive, but you can adjust that in Excel by including the document type.

[Jo deRuiter]

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Hi @stephaniemyers

@david-morinellotruckpro-com is accurate, there are no out of the box SmartLists for seeing what check or credit memo applied to what invoice or vice versa.

Victoria Yudin produced several SQL Views that can help create that SmartList. There are steps to getting this done.

1) Create the SQL view in SQL (you may need your IT or Partner to help you with this)

2) Grant Security to the view to Dyngrp

3) Use SmartList either with SmartList Builder or SmartList Designer – whichever you guys have – and link to that view

Then you will have the needed SmartList.

This is the page on Victoria Yudin you would use for the SmartList you are looking for.

https://victoriayudin.com/2010/02/15/sql-view-with-ar-apply-detail/

Granted, you may want more fields than she has here and that’s where you can ask your IT, partner, or trusted consultant to build a more thorough report for you!

victoriayudin.com

SQL view with AR apply detail

This has been a hot topic in the newsgroups lately and several people have asked me if I have any code for Receivables (AR) apply information in Dynamics GP. Below is a view that should help you ge…