Posts Tagged ‘Template’

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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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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