Sales Transactions SmartList Builder Template

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

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


Name: Sales Transactions

Tables Involved:

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

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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