Customers & Vendors Balance Report


Can anyone provide a solution on how we can create a report for both
customers and vendors in smartlist that shows their balances for any
as on date/ between dates we choose in filter.


Janakiram M.P.
janakirammp (688)
4/15/2009 11:09:42 PM
greatplains 29623 articles. 3 followers. Follow

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There is no way to do this without creating a custom SmartList using 
SmartList Builder.  And accomplishing the 'as of' date results is going to 
be pretty difficult without a stored procedure.

Victoria Yudin
Dynamics GP MVP
Flexible Solutions - home of GP Reports

"Janakiram" <> wrote in message
> Hi,
> Can anyone provide a solution on how we can create a report for both
> customers and vendors in smartlist that shows their balances for any
> as on date/ between dates we choose in filter.
> Thanks
> Janakiram M.P. 

victoria (3340)
4/16/2009 11:39:13 AM
You could take each Smartlist and dump it into a Spreadsheet and use
Filtering and Excel Between statements and it will work just as
well.    You probably could write a macro once you have a process
down.     This report will probably will never be 100% accurate as
issues with writeoff, applies payments etc.


On Apr 15, 4:09=A0pm, Janakiram <> wrote:
> Hi,
> Can anyone provide a solution on how we can create a report for both
> customers and vendors in smartlist that shows their balances for any
> as on date/ between dates we choose in filter.
> Thanks
> Janakiram M.P.

jhummer26 (50)
4/17/2009 8:57:41 PM

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