Posts Tagged ‘Templates’

SmartConnect Purchase Journal Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! Our Purchase Journal template lets you create purchase journal lines without ever leaving Excel!…

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SmartConnect General Journal Excel Template for Business Central

It makes sense:  accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! We made our General Journal template easy to use and easy to customize to keep…

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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…

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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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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 Tuesday

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,…

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Tech Tuesday

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…

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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…

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Tech Tuesday

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…

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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…

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