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#SmartList - Purchasing (PO) and Project Accounting (Projects)

  • 1.  #SmartList - Purchasing (PO) and Project Accounting (Projects)

    Posted Feb 12, 2019 12:16 PM
    Has anyone created a SmartList to show project costs (Project Accounting) associated to a particular PO (Purchasing)?

    Vishwa Ram
    Project Manager
    Silicon Valley Clean Water
    Redwood City CA

  • 2.  RE: #SmartList - Purchasing (PO) and Project Accounting (Projects)

    Posted Feb 12, 2019 02:07 PM
    You can add the Project Number and Cost Category ID to the PO Lines SmartList Favorite.  The PO header does not hold this information as multiple Projects/Cost Cat ID's can be used... which means you have to look at the PO Line....

    So, you can do this with the out of the box smartlist/favorite - here is a screenshot of mine:
    PO, Project and Cost Cat ID

    Shawn Dorward
    Dynamics GP Practice Lead
    Microsoft MVP, Business Applications
    Twitter: @ShawnMDorward
    InterDyn Artis


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