Dynamics GP SmartList and SmartList Designer Dan Greer Managing Consultant BKD Technologies dgreer@bkd.com May 25, 2017

Introduction Dan Greer Managing consultant More than 16 years of experience in GP More than 30 years in consulting

SmartList and SmartList Designer Dan Greer Managing Consultant BKD Technologies dgreer@bkd.com May 25, 2017

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

SmartList

Poll Question 1 Do you use SmartList? Yes No I’m not sure

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

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

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 a Search

Searching for Data Match All – All conditions must be true Good when searching two different fields

Searching for Data Match 1 or More – Only one search condition must be true Good use for searching for two values of the same type of data

Searching for Data Use the Any Field option to search ALL columns, not just those displayed

Searching for Data Click the search description under the SmartList to open the Search window

Poll Question 2 A column must be displayed in the SmartList to be used in a Search. Yes No I don’t know

Selecting Columns Two options Columns can be rearranged 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

Selecting Columns Click the Columns button on the toolbar Click Add Type part of the column name in the Find Next button Click on one of the fields and type the first letter of the column your 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

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 and 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

Creating Favorites Set the Search criteria Select the columns Click the Favorites button Name the favorite Select the visibility Click Add

Poll Question 3 Favorites can be used as Home Page Reminders? True False I don’t know

Modifying a Favorite Make sure you click on the favorite you want to modify Change the search and columns Click the Favorites button Click the Modify button

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

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 utilize Excel macros Example: Export data and then create subtotals Example: Export data and format data

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

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

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 on the toolbar

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

Creating a SmartList Select columns from any table visible within GP Select columns from SQL views Format numeric columns

Poll Question 4 SmartLists can be created using SQL views. Yes No I’m not sure

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

Creating a SmartList Create relationships between tables Use Auto Link to create relationships or manually create them

Creating a SmartList Go To’s can be created to provide users the ability to view data in other locations

Creating a SmartList Name the Go To Select the information for the Go To

Creating a SmartList Multiple Go To’s can be created A default Go To can be selected

Creating a SmartList A SmartList can be created using an existing SmartList and SmartList favorite Click on the item to be used and 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

Creating an Excel Report

Creating an Excel Report

Creating an Excel Report

Assigning Security New SmartLists Use the Security Task Setup window to assign security for custom (or any) SmartLists

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

SmartList Designer Security

A Few More Items What can’t you do with SmartList Designer Summaries Multi-company Restrictions based on users SmartLists including WORK, OPEN, and HIST at the same time Set formats for column types other than numeric types Create Go To’s tied to specific records

Questions

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Dan Greer| Managing Consultant |314-236-5195| dgreer@bkd.com