Finding the right columns for your everyday Smartlists in Dynamics GP
Author: Shannon Niroo
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 > *).
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).
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.
And that’s it! Super simple…if you know what you are looking for.
Here are a few other column names you may find useful in building out Smartlists for Payables, Receivables, and Account Transactions.
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