Finding the right columns for your everyday Smartlists in Dynamics GP

We all know how powerful Dynamics GP Smartlists are, but sometimes it can be hard to find the right columns/fields to build them out with additional information that we need. One that comes up quite a bit, is the Batch ID associated with posted account transactions. When you add the Batch Number column to the Account Transaction smartlist under the Financial folder, it comes up blank for posted journal entries.

Luckily, this is a simple column add once you know the name of the column you need.

Open up the Account Transactions default Smartlist (Smartlist > Financial > Account Transactions > *).

GP Account Transactions

In my Account Transactions Smartlist below, I have added Batch Number and Document Status columns. Notice that the Batch Number column is blank for all Open transactions (see Document Status).

GP Account Transactions Document Status

Click on Columns then Add. Search for Originating Source in the column list. Highlight that column, then click OK to add it. By default, it will add the new column to the bottom of the existing column display list. You can use the side arrows to adjust the position of the field as needed. You can also modify the Display Name from Originating Source to whatever you would like (i.e. Original Batch ID). Then click OK.

GP Change Column Display

And that’s it! Super simple…if you know what you are looking for.

GP Account Transactions Originated Source

Here are a few other column names you may find useful in building out Smartlists for Payables, Receivables, and Account Transactions.

GP Payables Transaction SmartList

GP Receivables Transaction SmartList

GP Account Transactions SmartList

Questions on Smartlist or other functionalities within the GP application? Give us a call at 833-827-4275 or contact us here.

 FMT Consultants
Privacy Policy
Your Privacy Choices

Contact Us


Newsletter Sign-up

menu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram