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To Receive CPE Credit Participate in entire webinar Answer - - PDF document

Sep 25, 2023 293 likes •580 views

Using & Creating SmartLists in Dynamics GP Charles Allen Senior Managing Consultant BKD Technologies callen@bkd.com May 25, 2017 To Receive CPE Credit Participate in entire webinar Answer attendance checks & polls when they

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Using & Creating SmartLists in Dynamics GP

Charles Allen

Senior Managing Consultant BKD Technologies callen@bkd.com May 25, 2017

To Receive CPE Credit

  • Participate in entire webinar
  • Answer attendance checks & polls when they are provided
  • If you are viewing this webinar in a group
  • Complete group attendance form with
  • Title & date of live webinar
  • Your company name
  • Your printed name, signature & email address
  • All group attendance sheets must be submitted to

training@bkd.com within 24 hours of live webinar

  • Answer attendance checks & polls when they are provided
  • If all eligibility requirements are met, each participant will

be emailed their CPE certificates within 15 business days of live webinar

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Introduction

Charles Allen

  • Senior managing consultant
  • More than 27 years of experience
  • Microsoft MVP

Agenda

  • Introduction
  • SmartList
  • SmartList Designer
  • A Few More Items
  • Q&A
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SmartList

SmartList

  • Built-in SmartLists
  • SmartList Data Sources
  • Searching Data
  • Selecting Columns
  • Creating Favorites
  • Exporting to Excel
  • SmartList Options
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Built-in SmartLists

Analytical Accounting* Company Field Service Financial Fixed Assets Human Resources Inventory Manufacturing Payroll Project Accounting Purchasing Sales *Analytical Accounting SmartLists must be created using the AA Options window

Data Sources

  • See Chapter 33 of the Dexterity Dynamics GP

Integration guide for details on each SmartList’s data source

  • Example of information

Object type value 13 Constant SMARTLIST_OBJECTTYPE_ACCOUNTSUMMARY Tables GL10110 – GL_Account_SUM_MSTR GL10111 – GL_Account_SUM_HIST GL00100 – GL_Account_MSTR Joins GL10110 left-outer join to GL00100 GL10111 left-outer join to GL00100

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Searching for Data

  • Search is like a query
  • Up to four criteria can be entered
  • Two types of queries
  • Match All – all search criteria must be true for any

records to appear

  • Match 1 or More – only one search criteria must be

true

  • A column does not have to be displayed to use

it in Search

Searching for Data

  • Match All – all

conditions must be true

  • Good when searching

two different fields

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Searching for Data

  • Match 1 or More – only
  • ne search condition

must be true

  • Good use for searching

for two values of same type of data

Searching for Data

  • Use the Any Field
  • ption to search ALL

columns, not just those displayed

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Searching for Data

  • Click the search description under the SmartList to
  • pen the Search window

Selecting Columns

  • Two options
  • Click the Columns button on the ribbon
  • Click the Columns button from the Search window
  • Columns can be rearranged
  • Columns can be renamed – for this SmartList only
  • Columns can be added/removed
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Selecting Columns

  • Click the Columns button
  • n the toolbar
  • Click Add
  • Type part of the column

name in the Find Next button

  • Click on one of the fields &

type the first letter of the column you’re seeking

Selecting Columns – Renaming

  • Click the Columns

button on the toolbar

  • Click on the column in

the Display Name column

  • Type the name you

want to display

  • Only valid for current

SmartList

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Selecting Columns – Change Order

  • Click the Columns

button on the toolbar

  • Click on the column

you want to move

  • Click the arrow

buttons on the right side of the window

Creating Favorites

  • Save search & column selections
  • Can be saved to be visible to …
  • You only
  • Your user class
  • The company
  • The system
  • Can be used as a Reminder on the home page
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Creating Favorites

  • Set the Search criteria
  • Select the columns
  • Click the Favorites

button

  • Name the favorite
  • Select the visibility
  • Click Add

Modifying a Favorite

  • Make sure you click on

the favorite you want to modify

  • Change the search &

columns

  • Click the Favorites

button

  • Click the Modify button
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Removing a Favorite

  • Make sure you click on

the favorite you want to remove

  • Click the Favorites

button

  • Click the Remove button

Exporting to Excel

  • Make sure the status of the SmartList is Completed

BEFORE exporting data

  • Click the Excel button
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Exporting to Excel

  • Exported file is in a temporary folder – save to the

real folder

  • Formatting will vary based on GP version or setting

in Dex.ini

  • GP 2013 introduced exporting numeric values with

five decimal places

  • GP 2016 introduced exporting numeric values as

numbers

  • Setting in Dex.ini offers SmartList formatting option

Exporting to Excel

  • SmartList Solutions can be used to manipulate data

when exporting to Excel

  • SmartList Solutions use Excel macros
  • Example: export data & then create subtotals
  • Example: export data & format data
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Exporting to Excel SmartList Options

  • Used to set default information for SmartLists
  • Number of records
  • Columns to display
  • Order of columns
  • Default action for double-clicking
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SmartList Options

  • Used to set default

information for SmartLists

  • Number of records
  • Columns to display
  • Order of columns
  • Default action for double-

clicking

SmartList Designer

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SmartList Designer

  • Creating a

SmartList

  • Creating an Excel

Report

  • Assigning Security

Creating a SmartList

  • Click on the folder in

which the new SmartList should be located

  • Click the New button
  • n the toolbar
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Creating a SmartList

  • Enter a name for the SmartList
  • Select the table columns for the SmartList
  • Create calculated columns
  • Create relationships
  • Create filters
  • Create Go To

Creating a SmartList

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Creating a SmartList

  • Select columns from any table

visible within GP

  • Select columns from SQL views
  • Format numeric columns

Creating a SmartList

  • Calculated fields can be

created

  • Different types (Numeric,

String, etc.) can be created

  • Use other functions
  • To add the field to the

visible fields, click the OK button on the Calculated Fields window

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Creating a SmartList

  • Create relationships between tables
  • Use Auto Link to create relationships or manually

create them

Creating a SmartList

  • Go Tos can be created

to provide users the ability to view data in

  • ther locations
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Creating a SmartList

  • Name the Go To
  • Select the information for

the Go To

Creating a SmartList

  • Multiple Go Tos can be

created

  • A default Go To can be

selected

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Creating a SmartList

  • A SmartList can be created using an existing

SmartList & SmartList favorite

  • Click on the item to be used & click the New button
  • The columns displayed in the existing SmartList or

SmartList Favorite (2016 only) will be defaulted

  • Additional columns can be selected

Creating an Excel Report

  • Excel Reports can be created using SmartList

Designer

  • The SmartList must be based on a SQL view
  • Once a SmartList is created, use the Publish option in

SmartList to create the Excel report

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Creating an Excel Report Creating an Excel Report

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Creating an Excel Report Assigning Security

  • New SmartLists
  • Use the Security Task

Setup window to assign security for custom (or any) SmartLists

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Assigning Security

  • Excel Reports
  • Must use SQL Server

Management Studio to grant access to the SQL view being used

  • Modify rpt roles or

create custom roles

Security for Creating SmartLists

  • Who can use SmartList Designer?
  • ADMIN_SYSTEM_SL06* task
  • IT OPERATIONS MANAGER* role
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SmartList Designer Security A Few More Items

  • What you can’t do with SmartList Designer
  • Summaries
  • Multicompany
  • Restrictions based on users
  • SmartLists including WORK, OPEN & HIST at the same time
  • Set formats for column types other than numeric types
  • Create Go Tos tied to specific records
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Questions BKD Technologies Support Center

  • Microsoft Dynamics GP – 877.253.7778

GPsupport@bkd.com

  • Monday–Friday, 8 a.m.–5 p.m.

Call Support Center toll-free

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Stay Connected

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LinkedIn dynamicsGPinsights.com

At Dynamics GP Insights you can read articles, watch webinars & join conversations

View videos on YouTube The information contained in these slides is presented by professionals for your information only. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor before acting on any matters covered herein or in these seminars BKD, LLP is registered with the National Association of State Boards

  • f Accountancy (NASBA) as a sponsor of continuing professional

education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Continuing Professional Education (CPE) Credits

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CPE Credit

  • CPE credit may be awarded upon verification of

participant attendance

  • For questions, concerns or comments regarding CPE

credit, please email the BKD Learning & Development Department at training@bkd.com

Charles Allen | Senior Managing Consultant | 713.499.4629 | callen@bkd.com