SmartList Builder Templates
Tech Tuesday: Creating Calculations in SmartList / SmartView
We get a lot of questions around creating calculations in SmartList and/or SmartView. While neither of them will allow you to create a calculated field on their own, SmartList Builder can certainly add a calculated field to any list you currently have or create new.With SmartList Builder, you can modify the default list and add…
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Tech Thursday: Can you really upgrade your SmartList Designer Lists to SmartList Builder
The answer is certainly YES as long as you are using Microsoft Dynamics GP 2018. The answer is maybe if you are using Microsoft Dynamics GP 2016 or something prior to that.A feature has been available in SmartList Builder for awhile now that would bring your SmartList Designer lists into SmartList Builder. It just didn’t…
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SmartList Combining Payables Distributions to General Ledger Transactions
Here at eOne, it seems we get a lot of requests for a SmartList that gives the Payables transactions with their distributions and the corresponding General Ledger transactions. So many requests in fact that we decided to create one for everyone to use. If you look in the SmartList Builder template list under the Purchasing…
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Tech Tuesday: Creating New Series in SmartList using SmartList Builder
Have you ever wished that you could create a new folder to put some of your SmartLists under instead of always having them under the Financial, Sales, Purchasing, etc. series folders?With SmartList Builder 2018 (18.00.0013), you now can. SmartList Builder will now allow you to create new series folders to assign the SmartLists that you…
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Reporting in GP: A Consultant’s Perspective
This week, I hopped on the phone with John Harlow, Senior Dynamics Consultant at Cogsdale. John’s based out of Nova Scotia and has been doing Microsoft Dynamics GP implementations for over 15 years. Take a moment to read a sneak peek of our conversation around reporting in GP. A: So it sounds like you’ve been working…
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Tech Thursday: Making SmartView and Binary Stream work together
For those of you using Binary Stream, you know that there are SmartLists specially built to pull in the additional data. These are specifically built by Binary Stream to pull in their additional data as well as take into account the additional security that they add. Because these lists are built to specifically work with…
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Have you ever tried to build a Trial Balance in SmartList, but needed more?
Many have tried to build a list in SmartList with the default lists or with SmartList Builder. We have recently updated our GL Trial Balance Templates to include a GL Trial Balance Summary by Period and a GL Trial Balance Summary by Year. You can import these into SmartList Builder and then have a list…
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Building Custom Lists in SmartList
A great starting point for users to access information, in list form, in Microsoft Dynamics GP is SmartList. The out-of-the-box lists, however may not have the applicable GP data required. The best way to get all the data needed into SmartList is by using SmartList Builder.The default SmartLists that ship with Microsoft Dynamics GP do…
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