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The Benefits of Navigation Lists in GP

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Presentation on theme: "The Benefits of Navigation Lists in GP"— Presentation transcript:

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

2 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

3 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

4 Vision Conference 2017 One Day GP User Conference
$ 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:

5 What is a Navigation List?

6 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

7 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

8 List View Customization

9 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

10 Preview Pane

11 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

12 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

13 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

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

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

16 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:

17 Questions? Contact Information: Phone: (704)


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