HELP ARTICLE

Customer Period Summary SmartList Builder Template


The Customer Period Summary SmartList Builder setup is built to calculate the Customer summary information per period. This includes the Sales, Cost, and Cash Received.


SmartList ID:  RM_CUST_PERIOD
SmartList Name:  Customer Period Summary

Tables Involved:

  • Customer Period Summary
  • RM Customer MSTR

Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder.
Customer Period Summary SLB 

customer erb

customer nlb 

Note:
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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