ok – there is a lot here. first – there is some functionality in extender to add fields to smartlists -but I don’t use it because I find it slows it down a LOT.

Extender has the ability to build views with the data from its windows/forms. That is the best way to access the data.

Then you use Smartlist builder or designer to join in the…

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Messe,

Looks like that is part of Rockton Auditor… you can contact them if this PDF manual doesn’t help:

https://www.rocktonsoftware.com/wp-content/uploads/2023/11/Auditor-Manual-for-Microsoft-Dynamics-GP-20183.pdf

Best,

Devon

Sorry, TK,

actually – it will ONLY correct the totals… no option to print a report. So best to do in a test company first if you can, or make a backup that you can restore if it is worse after…

Best,

Devon

What is the name of the Yellow folder that the smartlist is under??

Tom,

There is reconcile in Financial (under utilities) to recalculate the summary balances from the details. but you only want to do this if you have SQL backup and everyone is out of GP (and generally in a test company)

There are several ways in GP to delete transactions in the user interface and this utility doesn’t support them all….…

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What is the Item currency decimals places?? GP does allow you to change that – but only in limited situations. Note – it also changes your customer pricing to 4 decimals…

How many items are affected?

Best,

Devon

I would try deleting — but only in a test company… also record the voucher numbers because you might need to run a script to look for any remaining entries for these payments in the tables and manually remove them after.. :-/

short answer… no. sorry. GP doesn’t have any “out of the box” undo on order to invoice transfers.

Oh – I agree. But GP displays the totals to be entered on the same window so there isn’t a lot of “protection” by enabling the “feature” IMHO. Users don’t need to calculate the totals, they just need to re-enter the displayed totals.

Like many things in GP, it is what it is. <shrug>

Christine,

the Batch Trx count and Batch Amount fields are controlled by the Posting Setup for that transaction type (Purchasing > Payables Trx Entry)

Mostly Clients don’t bother using it because you just need to type the totals displayed to the side on the same window.

Any other questions?

GP wasn’t designed for this…

you can hack it in the background (just remove the field on the customer card table in SQL) but you want to be check if there are payments that were done on this child via the parent… basically, you can’t if that was done unless you are willing to remove that history…

other options is to setup a new…

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adding on to what David said… that will give access to the Smartlist window… now you need to add each SmartList (yellow folder) that you want the user to have access to.

those are found as below in the Task window…

Just wanted to chime in on Jo’s comment.. there are still a few GP GL transactions that won’t auto-post with all the fields checked on all of the available posting setup: Intercompany, some Inventory Cost changes (especially cost changes from invoice match when the inventory is sold), and Manufactuing absorption entries. (Others – did I…

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sorry – that is not a feature in GP. there is only functionality like that in Payables for Vendors.

Most clients – are using sales order processing (and if they are using accounts from the items in that setup), have the sales accounts come from the various “items” they are selling on the document. even if inventory isn’t kept in GP.

Folks,

I have a Manufactuing client in GP that would like to use MRP for planning their material purchases. The major roadblock we have is that they backflush much of the raw material and their Manufactuing process takes 1-2 months from start to finish. For accuracy in inventory, this inventory for these backflushed items are stored in two…

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ok so for anyone else — he is looking for inventory BOM … I tried the standard note window… but that didn’t work. the Report writer says Legend 6. Anyone else have a clue?

I would suggest modifying the report to add the standard note field!

FYI- the Item number changer in the PSTL can take a file as a source, not just one at a time… googling I found this blog that steps thru the file layout… https://www.ktlsolutions.com/utilizing-dynamics-gp-pstl-part-v-inventory-tools/

I always make the suggestion that credits only be entered on the Parent account, if possible. That would eliminate this issue in the future.

that is, sort of, the rationale behind the setting on the National account, if to allow payment receipt entry on the Child accounts:

I am assuming you have the orders in a text or excel type file? have you look into using SmartConnect to import?

It can even add lines to an existing order so that you need only import the items and not the header type stuff…

Folks, I am looking for a script to see where Financial / GL accounts is used in setup. I have found this view online: https://mahmoudsaadi.blogspot.com/2014/05/which-are-posting-accounts-in-my-gp.html

But on a quick review it appears to be missing several places with accounts – I don’t think Manufacturing setup posting…

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this works too: Find Exhibitors and Sessions – Community Summit NA 2023

Hi Carl,

That was me. Thanks for the link, I was already aware of that list.

Really, I was asking to have us ALL start to think about where partners are going to go for assistance now that MS support can’t help with difficult Manufacturing questions anymore.

What I like to see is ongoing conversations to work out some spaces (this…

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If they are uploaded you will see them under the session details in “resources”