Posts Tagged ‘Templates’

Integrate to Dynamics GP with Excel Templates

Did you know you can integrate directly into Microsoft Dynamics GP using our pre-configured Excel templates?The templates make data entry fast and easy without sacrificing power or flexibility.  Each template has a simple interface which can be set up quickly and used as-is or customized to fit your exact integration needs.Right out of the box…

[Read More]

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…

[Read More]

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…

[Read More]

Tech Tuesday: Setting Up Dynamics NAV-Excel Template Connections

Setting up an Excel template can take less than 5 minutes or can take more than a day if you don’t know what you’re doing.  After reading this article, I’m hoping to move a few more people into the 5 minutes or less crowd.  The setup is the same for Microsoft D365 Financials Business edition,…

[Read More]

Tech Tuesday: Payables Transaction Distribution SmartList with corresponding GL Transaction

A lot of requests come in for a SmartList that will show the GL Journal Entry information for a Payables Transaction Distribution.  This can be built using SmartList Builder. It involves linking on several different tables and the linking of those tables is going to be different depending on if you post to General Ledger…

[Read More]

Employment History SmartList Missing

With Microsoft Dynamics GP 2016 R2, a new SmartList was added called Employment History.  It was added to view the new Employment History Tracking feature that was added in GP 2016 R2. There are scenarios when applying the GP 2016 R2 update that the SmartList doesn’t get created.  Microsoft has released a SmartList Designer import…

[Read More]

Tech Tuesday: Using SmartList/SmartView and SmartList Builder to help with Year End

Have you ever thought to yourself, “I wish year end could be easier”.  While the process will always be just that, a process, hopefully using SmartList/SmartView and SmartList Builder can make it a little easier for you. With SmartList and SmartView, you can build out different favorites that can validate your data is correct before…

[Read More]

Manufacturing Serial Trace SmartList Builder Template

The Manufacturing Serial Trace SmartList Builder setup is built to give you a list of the serial lot information for orders in the Manufacturing series.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: MFG_SERIALName: Manufacturing Serial TraceTables Involved: Manufacture Order Serial IssueMOP Serial Lot Assign Screen shot of Setup in SmartList Builder. Note:These templates are…

[Read More]

Manufacturing Receipt Master SmartList Builder Template

The Manufacturing Receipt Master SmartList Builder setup is built to give you a list of the receipts for orders in the Manufacturing series.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: MFG_REC_MASTERName: Manufacturing Receipt MasterTables Involved: MOP_Receipt_MSTRManufacture Order Master Screen shot of Setup in SmartList Builder. Note:These templates are designed to be a…

[Read More]

Manufacturing Item Details SmartList Builder Template

The Manufacturing Item Details SmartList Builder setup is built to give you a list of the manufacturing information for items in Microsoft Dynamics GP.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: MFG_ITEM_ENGName: Manufacturing Item DetailsTables Involved: Item Engineering FileItem Master Screen shot of Setup in SmartList Builder. Note:These templates are designed…

[Read More]

RECENT POSTS


Business Central error- Key "XXX" is not well formed! - when trying to delete a record
SalesForce update map returning the message ‘No record was found to update.’
Connecting to the Microsoft Dynamics 365 Business Central Odata Web Services
How to add Company ID or Company Name to a SmartList report.
HTTP Error 403.14 - Forbidden when browsing the SmartConnect web client

POPULAR POSTS


Manufacturing Serial Trace SmartList Builder Template
Removed Part: /xl/vbaProject.bin part. (Visual Basic for Applications (VBA))
The server process could not be started because the configured identity is incorrect.
How to update SmartConnect from 10.0.0.51 to SmartConnect 2014
Running a map in SmartConnect and receiving an error that says "The source was not found, but some or all event logs could not be searched."

CATEGORIES

ARCHIVES

open all | close all

TAGS

CRM Demo Dynamics Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News eOne Spotlight ERP Events Excel Excel Report Builder Extender Extender Enterprise Flexicoder GP GPUG integration integration manager Meet the Team Microsoft Microsoft dynamics crm Microsoft Dynamics GP MSDYNGP Office Relationships partners release SalesForce SalesForce.com scripting SmartConnect SmartList SmartList Builder SmartList Designer SmartView SQL Support Tech Tuesday Templates training Zendesk