HELP ARTICLE

Fixed Allocation Accounts SmartList Builder Template


The Fixed Allocation Accounts SmartList Builder setup is built to return a list of the distribution accounts and their percentages for all of the active Fixed Allocation accounts.

This SmartList Builder setup is built based on a SQL Script written by Victoria Yudin. You can find the script and many other resources at www.victoriayudin.com. Thank you Victoria for contributing to the SmartList Builder community.

ID: FXD_ALLOC_ACCTS

Name: Fixed Allocation Accounts

Tables Involved:

  • Account Master
  • Fixed Allocation Master

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

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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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