Customer Items SmartList Builder Templates

Published: Jun 22, 2015
Post Author Written by eOne Solutions

The Customer Items SmartList Builder setup is built to mimic the default Customer Items SmartList/Excel Report in the Sales Series.


Name: Customer Items

Tables Involved:

  • Sales Customer Item Cross Reference
  • RM Customer MSTR
  • Customer Master Summary
  • Item Master

Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder.

These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.  

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