SmartList Builder Templates

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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How to add Company ID or Company Name to a SmartList report.

How can I add either the Company ID or the Company Name to a Multicompany SmartList?You can add Company ID or Company Name using a calculated field in SmartList Builder.  Click on the Calculations button in SmartList Builder, then click on the Add button.  There is a section at the bottom of the “Fields” list that…

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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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SmartList Favorites SmartList Builder Template

The SmartList Favorites SmartList Builder setup is designed to return a list of SmartList Favorites along with their save level. ID:  SMARLIST_FAV Name:  SmartList Favorites Tables Involved: SmartList Favorites Master Company MasterResource Cache – Product List Screen shot of Setup in SmartList Builder: Note: These templates are designed to be a starting place for your…

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User Security with SmartList Records SmartList Builder Template

The Security with SmartLists SmartList Builder setup is designed to return the list of users setup in Microsoft Dynamics GP and their security.  It includes the users, roles, tasks, windows, reports, and SmartLists.  It is courtesy of Victoria Yudin via VictoriaYudin.com.  Thank you Victoria for contributing to the SmartList Builder community.  The Excel Report Builder setup…

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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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GL Trial Balance Summary by Year SmartList Builder Template

The GL Trial Balance Summary by Year SmartList Builder setup is designed to return the Beginning Balance, Yearly Net Change, and Ending Balance for each account for each History and Open year.  This is data similar to the General Ledger Summary Trial Balance that can be printed in Microsoft Dynamics GP.  By default, the report…

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GL Trial Balance Summary by Period SmartList Builder Template

The GL Trial Balance Summary by Period SmartList Builder setup is designed to return the Beginning Balance, Monthly Net Change, and Ending Balance for each account for each History and Open year.  This is data similar to the General Ledger Summary Trial Balance that can be printed in Microsoft Dynamics GP.  By default, the report…

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