Microsoft Dynamics GP Purchase Order Approvals

Originally Posted 1/4/2013

NOTE:  This is using eOne’s SmartList Builder Tool

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

Out of the box, GP’s PO Enhancements do not get added to SmartList objects, so I’ve done that for you here.  To utilize this feature you must have a license a GP’s “SmartList Builder.”  This blog posting includes a Contact Form to request a free XML file that you can import into SmartList Builder.  After importing you’ll have access to a SmartList Object for Purchase Orders with the Approval status AND you’ll have access to an Excel File that will reside with your other “Excel Refreshable Reports” that includes “Drill back” into GP pulling up the PO in question.  Note to use the Drill Back feature you must have GP installed on the same machine you are using AND you must be logged into GP.

1. Pull up the Excel Report
2. Data Refresh for an updated List
3. Highlight the Purchase Order you want to review or approve and double click
4. Review in GP, approve in GP
5. Back in Excel, click on Data then Refresh to update the report.

If you are not using the Purchase Order Enhancement “Approvals then this SmartList will yield NO information on it.  You will not get an error, but you will not get any data either.

Download the xml files here!

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.) View all posts by Belinda Allen