Receivables Transactions SmartList Builder Template

Published: Jun 23, 2015
Post Author Written by eOne Solutions

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


Name: Receivables Transactions

Tables Involved:

  • RM Sales Work File
  • RM Open File
  • RM History File
  • Customer Master Summary
  • RM National Accounts Master
  • Multicurrency Receivables Transactions
  • RM Key File
  • Posting Definitions 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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