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A Report to Show Both the relationship b/w PYMNT and Invoice #

  • 1.  A Report to Show Both the relationship b/w PYMNT and Invoice #

    Posted Feb 19, 2020 10:12 AM
    In GP2018, is there a way to run a report/smartlist that shows what cash receipts are paying for which invoices?

    We have a customer with an outstanding invoices that dates back to 2018. They are arguing that there is nothing outstanding, and sent us a report that shows all of there checks paid in the last two years and which invoices they were being applied to. I'd like to provide them with a similar report, but cannot seem to create one in Smartlist.

    Please advise.

    Thank you!

    ------------------------------
    Benjamin Serinsky
    Controller
    Recording Industry Association of America
    Washington DC
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  • 2.  RE: A Report to Show Both the relationship b/w PYMNT and Invoice #

    GPUG ALL STAR
    Posted Feb 19, 2020 10:48 AM
    Hi Ben,
    Would this SQL View from @Victoria Yudin be of any help :
    https://victoriayudin.com/2011/10/06/sql-view-for-bank-deposits-and-receipts-in-dynamics-gp/

    She does have a lot of very useful SQL views that might help you find what you're looking for. ​

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------



  • 3.  RE: A Report to Show Both the relationship b/w PYMNT and Invoice #

    GPUG ALL STAR
    Posted Feb 19, 2020 12:44 PM
    @Benjamin Serinsky,
    I'm posting this link on behalf of Victoria who can't reply directly to the forums anymore.
    https://victoriayudin.com/2010/02/15/sql-view-with-ar-apply-detail/

    She said that this should provide you with what you were looking for.


    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------



  • 4.  RE: A Report to Show Both the relationship b/w PYMNT and Invoice #

    Posted Feb 19, 2020 02:06 PM
    Thank you for the reply. I'll need to see if our IT staffer can build a report from this. I don't have much experience with SQL.

    ------------------------------
    Benjamin Serinsky
    Controller
    Recording Industry Association of America
    Washington DC
    ------------------------------



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