Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Jaime Goodman]

Is there a way to run a trial balance for a specific GL Account that includes an invoice number when a purchase order is used?  When we use a PO how do I find the invoice number associated with this?  I know I can look it up by vendor, but I am wondering if there is a way to include it on a transaction report.

Thank you,

Jaime

——————————
Jaime Goodman
Community Medical Centers
Stockton CA
——————————

[James Hummer]

?Hey Jaime

Are you looking for something like this with Purchase Order and Receipt Number?

——————————
Jim Hummer
Consultant
Solver
Los Angeles CA
——————————
——————————————-

[Jaime Goodman]

Yes, but is there a way to have the Invoice number also?

——————————
Jaime Goodman
Community Medical Centers
Stockton CA
——————————
——————————————-

[Shari Bruno]

?Hi Jaime,

I have not found a way to get an invoice number from a PO connected to the financial information of the transaction without using SmartList Builder.

——————————
Shari Bruno
Accounts Payable Specialist
Bible League International
Crete, IL
——————————
——————————————-

[Jaime Goodman]

How do you do that on the smartlist?  I am still very new to great plains so I am still learning all the tricks.  🙂

——————————
Jaime Goodman
Community Medical Centers
Stockton CA
——————————
——————————————-

[Shari Bruno]

?Hi Jaime,

SmartList Builder is a separate product sold by eOne Solutions.  It’s able to create reports that pull tables from different modules. There is also SmartList Designer, which is part of SmartList and not an add on.  Here’s a comparison of the two products and their capabilities.

http://www.eonesolutions.com/smartlist-builder/slb-vs-smartlist-designer/

——————————
Shari Bruno
Accounts Payable Specialist
Bible League International
Crete, IL
——————————
——————————————-