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Sales Line Items SmartList Builder Template

Published: Jun 23, 2015
Post Author Written by Nicole Albertson

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

ID: SOP_LINE

Name: Sales Line Items

Tables Involved:

  • Sales Transaction Amounts Work
  • Sales Transaction Amounts History
  • Sales Transaction Work
  • Sales Transaction History
  • RM Customer MSTR
  • Customer Master Summary
  • Sales User-Defined Work History
  • Item Master

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

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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