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Smartlist

  • 1.  Smartlist

    Posted 17 days ago
    Hello,
    How can I add PO information to my current SmartList? The current Smart List report I'm running does not have an option to add purchase order number.


    Thanks for your help!

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    Debra
    Manager-Accounts Payable

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  • 2.  RE: Smartlist

    TOP CONTRIBUTOR
    Posted 17 days ago
    Hi Debra.

    Can you share what current SmartList you're using?  Either share a screenshot or a good path to which one so I can help you out.

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    Kristen Hosman
    Independent Dynamics ERP Consultant
    Mount Evans Consulting LLC
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  • 3.  RE: Smartlist

    Posted 16 days ago
    Good morning,
    Below are some screenshots of the SmartList I'm using.  It appears on the Purchasing Invoice table the PO is under "Description"  however I don't see in the drop down menu to add.



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    Debra
    Manager-Accounts Payable
    The HoneyBaked Ham Company
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  • 4.  RE: Smartlist

    Posted 16 days ago
    Good morning Debra,

    When you are in the "Columns" window, make sure you are showing "All Columns" --



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    Diane Hays, CPA, MBA
    Senior Consultant
    Alta Vista Technology LLC
    Chippewa Falls WI
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  • 5.  RE: Smartlist

    SILVER CONTRIBUTOR
    Posted 15 days ago
    Good morning Debra,
    Out of the box Smartlist should give you this information: Purchasing>Purchase Line Items
    This list gives you the following: PO Number, PO Line Status, PO Type, Item Number, Item Description, Vendor ID, Location Code, QTY Ordered, Unit Cost, Extended Cost, Document Status.
    You can sort by date, add columns, etc.

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    Denise McCaughan
    Administration Support Manager
    Southern Manatee Fire & Rescue District
    Bradenton FL
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  • 6.  RE: Smartlist

    TOP CONTRIBUTOR
    Posted 15 days ago
    Edited by Ryan Galang 15 days ago
    Hi Debra,

    I noticed that the heading in one of your screenshots is "Search Payables Transactions"...

    The above indicates that you were trying to use the Payables Transactions Smartlist... for Purchase Order specific information, you would want to use...
    • Purchase Orders
    • Purchase Line Items
    • Receivings Transactions
    • Receivings Line Items (just like what @Denise McCaughan mentioned)


    On a side note, which window did you enter the PO information anyway? Is is the Purchase Order Entry or the Payables Transaction Entry window (i.e. "P.O. Number" field on the right side of the window)?





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    Ryan Galang
    BTP Technologies LLC
    CHANTILLY VA
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