Open Forum

Expand all | Collapse all

EFT Vendor

  • 1.  EFT Vendor

    TOP CONTRIBUTOR
    Posted Nov 05, 2019 05:29 PM
    Using Smartlist (we are on GP 2016), can someone provide a step by step process to retrieve a list of vendors with their EFT information?

    Thanks.

    ------------------------------
    Lenny SooHoo
    Regional Financial Director
    Peermusic
    New York NY
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: EFT Vendor

    TOP CONTRIBUTOR
    Posted Nov 05, 2019 06:12 PM
    Hi Lenny,

    The data in the Vendor EFT Bank Maintenance window resides in SY0600 / Address Electronic Funds Transfer Master...
    A custom SmartList can be made using SmartList Designer / Builder to pull up the data.



    ------------------------------
    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: EFT Vendor

    TOP CONTRIBUTOR
    Posted Nov 06, 2019 10:41 AM

    Hi Gerald:

     

    Thanks for your response and I am able to create the list of vendors with EFT.

     

    Can I export to excel or csv file?

     

    Best,

     

     

    Lenny SooHoo




    Academy - Online Interactive Learning from Experts


  • 4.  RE: EFT Vendor

    TOP CONTRIBUTOR
    Posted Nov 06, 2019 10:46 AM
    Lenny,
    yes you should be able to export to excel.  You are already using smartlist at this point, so in Smartlist there is an excel button in the toolbar, just click that and it should export the data to excel.


    ------------------------------
    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: EFT Vendor

    TOP CONTRIBUTOR
    Posted Nov 06, 2019 11:14 AM

    Gerard:

     

    Thanks.

     

    Regards,

     

     

     

    Lenny SooHoo




    Academy - Online Interactive Learning from Experts


  • 6.  RE: EFT Vendor

    GOLD CONTRIBUTOR
    Posted Nov 05, 2019 06:14 PM
    Hi Lenny,

    Out of the box, EFT information is not included in Smartlist.  Do you have Smartlist Builder or Smartlist Designer?
    You will need to add "Address Electronic Funds Transfer" to your Vendor  table.  Let me know what you have, I'll send you the steps.

    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: EFT Vendor

    GOLD CONTRIBUTOR
    Posted Nov 05, 2019 06:30 PM
    Hi Lenny,

    In addition to Gerald's Smartlist designer... here is the screenshot from Smartlist Builder:

    Step 1 - add Smartlist >> Vendor
    Step 2 - add Dynamics GP Table >> Address Electronic Funds Transfer
    Step 3 -  add link
    Step 4 - Save under Smartlist Builder Product so you know which ones are added/modified.



    ------------------------------
    Cecile Dinh
    GP Admin at ARC (Airlines Reporting Corp.)
    GPUG Chapter Leader - Washington, D. C.
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: EFT Vendor

    TOP CONTRIBUTOR
    Posted Nov 05, 2019 08:27 PM
    Hi Cecile:

    We have Smartlist Designer.

    I thank you in advance for sending me the step by step process.

    Regards,



    Lenny SooHoo 

    Sent from my iPad



    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role