The Benefits of Navigation Lists in GP

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Presentation transcript:

The Benefits of Navigation Lists in GP A GPUG Presentation Shannon Mullins InterDyn Artis

Shannon Mullins About Your Presenter Senior Implementation Consultant InterDyn Artis, US GP Partner Former Controller Charlotte, NC Regular GPUG Chapter Speaker Summit Speaker Vision Speaker

About InterDyn Artis Reseller and Implementer of ERP and CRM solutions Headquartered in Charlotte, NC Founded in 1989 250+ clients 25+ staff Member of InterDyn

Vision Conference 2017 One Day GP User Conference $129.00 per user until February 28 (10% off with code: Shannon17) Charlotte, NC April 19, 2017 Charlotte Convention Center & NASCAR Hall of Fame Keynote Speaker: Kyle Petty ISV Expo Hall with Appetizer Reception CPE Credits For more information & Registration: http://www.interdynartis.com/vision-2017.html

What is a Navigation List?

Navigation List Overview One of the most underutilized features of GP Gives the ability to: Find Documents Preview Document Info Drill into Documents Run actions Export to Excel Save & Customize

Customize Your Lists Custom your list Save & Give Names for each list type Add or remove features for your list Unique for you or share with others

List View Customization

Sneak Peak & Preview Pane Same drill back offered in Smartlist Ability to preview documents in the preview pane below Includes line details!!! Quick look & preview functionality

Preview Pane

Filtering Navigation Lists Use filters to restrict the data before saving Filters can allow the same list of be used daily/weekly/monthly Date filters such as today, yesterday, this month, this year all assist in list creation

Utilize Actions to Save Time Ability to Print Multiple Documents Invoices Remittance Picking Tickets Etc. Transfer Documents Apply Documents Send to Excel Create New Documents And so much More

Workflow Approvals Navigation lists work the best for workflow approvals Financial Batches Payables Batches Payables Transaction Purchase Orders Purchase Requisitions And more…. Approve all at once Give the ability to Drill Back

Add Navigation Lists to Your Home Page Customize your List & Then add to your home page One stop access and inquiry for users

Turn off Business Analyzer Slows down lists Less Efficient Easy to turn on/off

Build Your Own Lists Eone Solutions Offers Smartlist Builder, which includes Navigation List Builder Build and deploy your own custom navigation lists with actions and drill down capabilities Excellent Product For More Information: http://www.eonesolutions.com/

Questions? Contact Information: Email: shannon.mullins@interdynartis.com Phone: (704) 321-7364