Convert SmartList Favorite issue
I’ve converted a few Sales Line Items Favorites and all of them have a common problem.
The Search Criteria in GP is SOP TYPE = Invoice
However, in SmartView they are all set to Quote.
How can this be fixed?
We’re on GP 2015R2
The Search Criteria in GP is SOP TYPE = Invoice
However, in SmartView they are all set to Quote.
How can this be fixed?
We’re on GP 2015R2
Answers
Thanks Patrick,
Those suggestions should be enough for me to overcome the issue.
Is there a list of SV tables available that I may have missed?
It would be helpful to have them.
Those suggestions should be enough for me to overcome the issue.
Is there a list of SV tables available that I may have missed?
It would be helpful to have them.
Gerry,
No, there isn’t any kind of published list of the SV tables. However the information regarding SV favorites is SV00100-SV00110. Not every table will have a record for every favorite.
Could be a bug on your version of SmartView.
I just tested this on the latest GP 2018 SmartView release and the “convert favorites” window properly converted my SOP Type = Invoice so that SV only shows the Sales Line Items report to be Invoices as we expect to see.
The solution from your end is either:
1. manually recreate the favorite in SV
2. edit the existing “incorrectly converted” favorite to fix that restriction
3. edit one of those converted favorites, make a backup of the DYNAMICS db, and then manually fix the SQL statement for the restriction in the SV00100 for those favorites using the hand edited favorite as a guide.