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Setting Default Number of Records for PM & RM Aged Trial Balance in SmartView

Published: Jan 03, 2024
Post Author Written by Pat Roth

Issue

Our users run the RM & PM Aged Trial Balance reports in SmartView- the default number of records always defaults to 1000 and we would like to change that default but cannot find where to do so.



Resolution

The SmartView SmartList Maintenance window (Microsoft Dynamics GP – Tools – SmartView – SmartList Maintenance) would be used to set that default for both GP SmartLists and any created with SmartList Builder. However, both of these Aged Trial Balance reports are a bit “special” in that they are custom to SmartView itself and there is no way to set that default.

There is, however, a way to do it indirectly by changing the default value for all new SmartLists created with SmartList Builder that also would affect the Aged Trial Balance reports.

If you add this switch to your GP Dex.ini:

SMARTVIEW_DEFAULT_RECORDS=xxxxxx

Where xxxxxx is the value you want to be the default – SmartView will use that value for both Aged Trial Balance reports and then also any new SmartList Builder SmartLists that you create.

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