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  • 1.  Reporting - FA Invoices

    Posted Jun 21, 2022 02:21 PM
    Edited by Amanda Pezewski Jun 21, 2022 02:26 PM
    Hello everyone.

    I was wondering if there was a place we could enter a project number when entering an invoice in GP. We reserve the document field for the invoice number and we were thinking we could put it in the description field. Does anyone know of a smartlist that would pull all of the invoice information and also the description field?

    Thank you!

    Amanda Pezewski
    Prevea Health, Inc.
    Green Bay WI

  • 2.  RE: Reporting - FA Invoices

    Posted Jun 24, 2022 07:06 AM
    Yes, you could put it in description field if it is not already in use, description field can be added in smartlist without any issue.
    But if your description field is already in use then you could have small customization to save project number in additional table.


  • 3.  RE: Reporting - FA Invoices

    Posted Jun 27, 2022 11:08 AM
    Hi Amanda,
    it really depends on what you intend to do with the collected information... I've seen some partner create a small GP customization to allow their customers to track "Project" information against various windows in GP (JE Entry, SOP & POP Entry) and then be able to query them thru SmartLists. 
    This works well up to a certain point, but soon as you need a little more complexity to analyze the data, this will no longer do the job.. Alternatively you can look into MDA (Multi-Dimension Analysis) or AA (Analytical Accounting), though the 2nd one becomes quickly complex and add quite some overhead to your daily transanctions.. 
    Ultimately there is the Project Accounting (PA) module in GP that can be used too, but that usually means a whole setup and re-organization of your business processes. 
    The small project customization I'm talking about was written a few years ago by Boyer Associates. You may want to contact them to ask about it. 

    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013

  • 4.  RE: Reporting - FA Invoices

    Posted Jul 01, 2022 05:17 AM
    MDA is a good option, easy to use.


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