SmartPost

Purchasing

To setup the Analytical Accounting Posting Reports for the purchasing series:

1.	Open the Great Plains Report Setup window b going to Microsoft Dynamics GP - Tools - Setup - Posting - Posting.

2.	If you are turning off the AA reporting options then de-select the reports below instead of adding the file paths.

3.	We will be changing the Series and Origin for the options below to change the required AA report.

Manual Payment

1.	Select the Series of Purchasing and the Origin of Payment Entry.

2.	Mark the AA Payment Entry Posting Journal report.

PO Manual Payment

3.	Select the file type checkbox and change the type to Html.

4.	The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be POManualPaymanet.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.)

Payables Transaction Entry

1.	Select the Series of Purchasing and the Origin of Payables Trx Entry.

2.	Mark the AA Trx Entry Posting Journal report.

POPayablesTransaction

3.	Select the file type checkbox and change the type to Html.

4.	The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be POPayablesTransaction.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.)

Receivings Transaction Entry

1.	Select the Series of Purchasing and the Origin of Receivings Trx Entry.

2.	Mark the AA Receivings Posting Journal report.

PO Receivings Trx

3.	Select the file type checkbox and change the type to Html

4.	The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be POReceivingsTrx.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.)

Purchasing Invoice Entry

1.	Select the Series of Purchasing and the Origin of Purchasing Invoice Entry.

2.	Mark the AA Invoice Posting Journal report.

POPurchase Invoice

3.	Select the file type checkbox and change the type to Html

4.	The report path needs to be the same as the path in the Report Setup window of SmartPost and the report name should be POPurchaseInvoice.htm. (Please note that this report path and name needs to be exact for SmartPost to pickup the report and mail it.)