{"id":2622,"date":"2024-11-19T08:43:00","date_gmt":"2024-11-19T08:43:00","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2622"},"modified":"2024-11-04T14:44:01","modified_gmt":"2024-11-04T14:44:01","slug":"dynamics-gp-gl-transaction-smartlist-favorite","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/","title":{"rendered":"Adding Customer\/Vendor information to GL Transaction Smartlist Favorite"},"content":{"rendered":"\n

GP Tip: How to make customer or vendor info a GL Transaction Smartlist favorite<\/h2>\n\n\n\n

You can take advantage of Dynamics GP’s Smartlist feature in many ways to save time. Here’s how you can make customer and vendor information a favorite in the GL Transaction Smartlist….<\/p>\n\n\n\n

Go to Microsoft Dynamics GP > Smartlist and open Smartlist.\u00a0 Then click on Account Transactions.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on Columns.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click Add.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Scroll to Originating Master ID.\u00a0 Hold down CTRL and select Originating Master ID and Originating Master Name.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Then click Ok.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You will then see the Originating Master Id and Originating Master Name displayed on the smartlist.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Save the smartlist by clicking Favorites.\u00a0 On the Add or Remove Favorites Window give the smartlist a Name and click Add, Add Favorite.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

That’s it! Hope this helps.<\/p>\n\n\n\n

We Provide GP Technical Support<\/h2>\n\n\n\n

You should have a GP partner who is responsive and helpful to your needs. Our team of experienced GP experts are ready to provide fast and friendly service when you need it. Contact CSSI for GP support or help?<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"

GP Tip: How to make customer or vendor info a GL Transaction Smartlist favorite You can take advantage of Dynamics GP’s Smartlist feature in many ways to save time. Here’s how you can make customer and vendor information a favorite in the GL Transaction Smartlist…. Go to Microsoft Dynamics GP.<\/p>\n","protected":false},"author":4,"featured_media":2630,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[38,48,27],"class_list":["post-2622","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-gp","tag-great-plains","tag-microsoft-gp"],"acf":[],"yoast_head":"\nAdding Customer\/Vendor info to GL Transaction Smartlist Favorite - Dynamics GP Support in PA - CSSI Technologies LLC<\/title>\n<meta name=\"description\" content=\"Here's how you can make customer and vendor information a favorite in the Dynamics GP GL Transaction Smartlist.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Customer\/Vendor info to GL Transaction Smartlist Favorite - Dynamics GP Support in PA - CSSI Technologies LLC\" \/>\n<meta property=\"og:description\" content=\"Here's how you can make customer and vendor information a favorite in the Dynamics GP GL Transaction Smartlist.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/\" \/>\n<meta property=\"og:site_name\" content=\"Dynamics GP Support in PA - CSSI Technologies LLC\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-19T08:43:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2024\/11\/GL-Transaction-Smartlist-Favorite.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"1000\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"jtosolt\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@jtosolt@cssi.com\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"jtosolt\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/\"},\"author\":{\"name\":\"jtosolt\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#\\\/schema\\\/person\\\/2af2cbcbd389a279188e6b4608ddb4db\"},\"headline\":\"Adding Customer\\\/Vendor information to GL Transaction Smartlist Favorite\",\"datePublished\":\"2024-11-19T08:43:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/\"},\"wordCount\":184,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/11\\\/GL-Transaction-Smartlist-Favorite.jpg\",\"keywords\":[\"dynamics gp\",\"great plains\",\"Microsoft GP\"],\"articleSection\":[\"blog\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/\",\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/\",\"name\":\"Adding Customer\\\/Vendor info to GL Transaction Smartlist Favorite - Dynamics GP Support in PA - CSSI Technologies LLC\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/11\\\/GL-Transaction-Smartlist-Favorite.jpg\",\"datePublished\":\"2024-11-19T08:43:00+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#\\\/schema\\\/person\\\/2af2cbcbd389a279188e6b4608ddb4db\"},\"description\":\"Here's how you can make customer and vendor information a favorite in the Dynamics GP GL Transaction Smartlist.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#primaryimage\",\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/11\\\/GL-Transaction-Smartlist-Favorite.jpg\",\"contentUrl\":\"https:\\\/\\\/cssi.com\\\/gp\\\/wp-content\\\/uploads\\\/sites\\\/2\\\/2024\\\/11\\\/GL-Transaction-Smartlist-Favorite.jpg\",\"width\":1500,\"height\":1000,\"caption\":\"GL Transaction Smartlist Favorite in GP\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/2024\\\/11\\\/19\\\/dynamics-gp-gl-transaction-smartlist-favorite\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/cssi.com\\\/gp\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding Customer\\\/Vendor information to GL Transaction Smartlist Favorite\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#website\",\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/\",\"name\":\"Dynamics GP Support in PA - CSSI Technologies LLC\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/cssi.com\\\/gp\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/cssi.com\\\/gp\\\/#\\\/schema\\\/person\\\/2af2cbcbd389a279188e6b4608ddb4db\",\"name\":\"jtosolt\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g\",\"caption\":\"jtosolt\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/jtosolt@cssi.com\"],\"url\":\"https:\\\/\\\/cssi.com\\\/gp\\\/author\\\/jtosolt\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding Customer\/Vendor info to GL Transaction Smartlist Favorite - Dynamics GP Support in PA - CSSI Technologies LLC","description":"Here's how you can make customer and vendor information a favorite in the Dynamics GP GL Transaction Smartlist.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/","og_locale":"en_US","og_type":"article","og_title":"Adding Customer\/Vendor info to GL Transaction Smartlist Favorite - Dynamics GP Support in PA - CSSI Technologies LLC","og_description":"Here's how you can make customer and vendor information a favorite in the Dynamics GP GL Transaction Smartlist.","og_url":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/","og_site_name":"Dynamics GP Support in PA - CSSI Technologies LLC","article_published_time":"2024-11-19T08:43:00+00:00","og_image":[{"width":1500,"height":1000,"url":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2024\/11\/GL-Transaction-Smartlist-Favorite.jpg","type":"image\/jpeg"}],"author":"jtosolt","twitter_card":"summary_large_image","twitter_creator":"@jtosolt@cssi.com","twitter_misc":{"Written by":"jtosolt","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#article","isPartOf":{"@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/"},"author":{"name":"jtosolt","@id":"https:\/\/cssi.com\/gp\/#\/schema\/person\/2af2cbcbd389a279188e6b4608ddb4db"},"headline":"Adding Customer\/Vendor information to GL Transaction Smartlist Favorite","datePublished":"2024-11-19T08:43:00+00:00","mainEntityOfPage":{"@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/"},"wordCount":184,"commentCount":0,"image":{"@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#primaryimage"},"thumbnailUrl":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2024\/11\/GL-Transaction-Smartlist-Favorite.jpg","keywords":["dynamics gp","great plains","Microsoft GP"],"articleSection":["blog"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/","url":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/","name":"Adding Customer\/Vendor info to GL Transaction Smartlist Favorite - Dynamics GP Support in PA - CSSI Technologies LLC","isPartOf":{"@id":"https:\/\/cssi.com\/gp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#primaryimage"},"image":{"@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#primaryimage"},"thumbnailUrl":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2024\/11\/GL-Transaction-Smartlist-Favorite.jpg","datePublished":"2024-11-19T08:43:00+00:00","author":{"@id":"https:\/\/cssi.com\/gp\/#\/schema\/person\/2af2cbcbd389a279188e6b4608ddb4db"},"description":"Here's how you can make customer and vendor information a favorite in the Dynamics GP GL Transaction Smartlist.","breadcrumb":{"@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#primaryimage","url":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2024\/11\/GL-Transaction-Smartlist-Favorite.jpg","contentUrl":"https:\/\/cssi.com\/gp\/wp-content\/uploads\/sites\/2\/2024\/11\/GL-Transaction-Smartlist-Favorite.jpg","width":1500,"height":1000,"caption":"GL Transaction Smartlist Favorite in GP"},{"@type":"BreadcrumbList","@id":"https:\/\/cssi.com\/gp\/2024\/11\/19\/dynamics-gp-gl-transaction-smartlist-favorite\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cssi.com\/gp\/"},{"@type":"ListItem","position":2,"name":"Adding Customer\/Vendor information to GL Transaction Smartlist Favorite"}]},{"@type":"WebSite","@id":"https:\/\/cssi.com\/gp\/#website","url":"https:\/\/cssi.com\/gp\/","name":"Dynamics GP Support in PA - CSSI Technologies LLC","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cssi.com\/gp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/cssi.com\/gp\/#\/schema\/person\/2af2cbcbd389a279188e6b4608ddb4db","name":"jtosolt","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/6322382d65cc71df3e9c204b08e5722e704d53b70cbd527b85c7cb3a758a3d3d?s=96&d=mm&r=g","caption":"jtosolt"},"sameAs":["https:\/\/x.com\/jtosolt@cssi.com"],"url":"https:\/\/cssi.com\/gp\/author\/jtosolt\/"}]}},"_links":{"self":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/posts\/2622","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/comments?post=2622"}],"version-history":[{"count":0,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/posts\/2622\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/media\/2630"}],"wp:attachment":[{"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/media?parent=2622"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/categories?post=2622"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cssi.com\/gp\/wp-json\/wp\/v2\/tags?post=2622"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}