Customers/Vendors SmartList Builder Template

Published: Jun 13, 2016
Post Author Written by Nicole Albertson

The Customers/Vendors SmartList Builder setup is built to give you a list Customers and Vendors with their balances that are linked together using the Customer/Vendor Relationships window in Microsoft Dynamics GP.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.


Name: Customers/Vendors

Tables Involved:

  • Customer Vendor Master
  • RM Customer MSTR
  • Customer Master Summary
  • PM Vendor Master File
  • PM Vendor Master Summary

Screen shot of Setup in SmartList 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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