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1. Page 100 3 Mark the companies that you want data to be displayed in the SmartList 4 Click Save SmartList Options This module describes how to duplicate SmartLists Display the SQL Script being used and Preview the data Duplicating SmartLists You can use the duplicate functionality to copy a SmartList Builder to another SmartList a Navigation List or an Excel Report Builder Report To duplicate a SmartList 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to duplicate 3 Select the Duplicate menu item Options gt gt Duplicate Duplicate List Type SmartList List 1D I _KIT List Name Item Kits New List Type SmartList Y New List ID New List Name a gt Duplicate Cancel Select the type of list to duplicate the SmartList to Enter the ID of the new list Enter the name of the new list Click Duplicate NONA Page 101 Existing SmartLists cannot be duplicated SmartLists containing SmartList tables cannot be copied to Excel Reports or Navigation Lists SmartLists containing SQL Scripts cannot be copied to Excel Reports Display SQL You can display the SQL Script that is being used by the SmartList when it runs if needed This can be helpful in figuring out syntax errors or seeing how the tables are being joined To Display the SQL Script 1 Open the SmartList Bui
2. Page 57 Add Extender Resource Type Windows v Resource Y Link To Table Customer Period Summary v Link Method v Link Fields A 6 No links have been selected EN 2 Select the Type and Resource 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the Extender resource are initialized with default settings Q You can add a maximum of 30 additional tables Adding table links You can use the Add Table Add SQL Table Add SQL Script Add SmartList Add Data Connection and Add Extender Resource windows to add links between tables To add a link 1 Click the Add button above the Link Fields list to open the Add Link window Page 58 Add Link From Table Customer Period Summary From Field Customer Number y To Table RM Customer MSTR To Field Customer Number y Z gt 2 Select the field to link from 3 Select the field to link to 4 Click Save To modify an existing link 1 Select the link that you want to modify from the Link Fields list 2 Click the Edit button above the Link Fields list 3 Enter new information for the window 4 Click Save To remove an existing link 1 Select the link that you want to remove from the Link Fields list 2 Click the
3. 3 Click Save To remove a key field 1 Select the field that you want to remove from the Key Fields list 2 Click the Remove button above the Key Fields list Adding additional tables You can add more than one table to a SmartList by selecting an additional table and linking it to another table in the SmartList To add an additional Microsoft Dynamics GP table 1 Select Microsoft Dynamics GP Table from the Add button above the Tables list to open the Add Table window Page 52 Add Table Product Microsoft Dynamics GP v Series Sales y Table RM Customer MSTR v 4 Link To Table Customer Period Summary v Link Method Equals v Link Fields f Customer Number Customer Number Matched T ables Cancel 2 Select the Product Series and Table 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional SQL Server table 1 Select SQL Server Table from the Add button above the Tables list to open the Add SQL Table window Page 53 Add SQL Table Databases O Tables Views TWO E RM000 RM00102 RM00103 _ Use Company Database Link To Table Customer Period Summary v Link Method Equal
4. Page 223 Security Task Setup TWO sa FEE ie OT Save Clear Delete File Print Tools Help Add G Display Selected Items S Y Note Actions File Tools Help Task ID NAVIGATIONLIST i Category System y Task Name Navigation List Task Description Navigation List Product Microsoft Dynamics GP Type Navigation Lists Series Navigation Lists A lia Mark Al Unmark A Operations Account Class Account Transactions Accounts All Purchasing Transactions All Sales Transactions Analytical Accounts Applicants Assets Attendance Transactions Billings Bills of Materials Checkbooks Contract Transactions Print Operation Access I4 4 gt bl Denotes windows available to Limited user types Enter a Task ID Task Name Task Description and Category Select Microsoft Dynamics GP as the Product and Navigation Lists as the Type and Navigation Lists as the Series Mark the Navigation List that you want to grant access to for the selected security task Click Save to save the security task Assign the security task to the roles that you want to have access to the operations Page 224 Enhancements e Release 12 00 0055 e Release 12 00 0056 e Release 12 00 0058 e Release 12 00 0068 e Release 12 00 0070 e Release 12 00 0075 e Release 12 00 0080 e Release 12 00 0082 e Release 12 00 0083
5. USER MANUAL SmartList Builder 2013 S IT i SMART CONFIGURABLE SOFTWARE Table of Contents Privacy tale ment tl nda 9 COP VIVAL INGE Seca pad a e o e a e ll O E e 11 New in SmartList EE 13 AAA neiaa a aR a a 15 BEE 15 DENT Sn SA AAA 15 Stalin eds 17 NewEnNvtoO Mes iia ao 17 e eu 17 PTE QUISO sa AAA eee 17 AAEE EE 18 Existing ENVIO ici caido aa 22 System Requirements A a aneneen 22 PET QUISIMOS cit A a a eian 22 lee E E 23 ele c EE 28 Upgrading SmartList Builder ics foe ete ee en ela eas ne Se ee ees 28 FRCS AT ON EE 41 ES AAA A A A DES duds centers 42 ene CEET 42 Lei EEN nt ISS unn ciales 42 e Ru E 44 ee la Ein EE 44 HE e EE 46 Fl Snap 51 A EE 51 gebei see ER EE 52 Adding table INKS oo 58 Adding matched tables EE 59 MEA tables a o e EEEa cae 60 Removibles on 61 Page 2 Fl OPUS dd Aa 61 SITO PSI OPUS a dias 61 NumeneFreld ODIOS iaa adi narrada 63 Displaying Currency Symbols soni etcetera ede eee eee 63 Displaying DEES HEIEREN EE ek ee 65 Displaying thousands EC 67 Displaying numbers as accounts acces ssct sare secceses heasncedeatestedec uoacedeacuacnstad gudedsacecessecbausesocesieraatese 69 Displaying numbers as notes iia 71 Seting decimal plates eebe ee eege ebe 73 Setting negative ee 75 Bac ONS A A ahi 77 LTS ae Keele 79 COPY e CC ek dad le alates O Na 80 Removing Estima cda sd ee ia ele ol tol e al a O ton tt 80 Default Column Order did le Mea eB 81 IER E 82 Adding G0 TOS tr A AI SA A i
6. A Go To is a link from a SmartList to a Microsoft Dynamics GP window You can access a SmartList Go To by selecting a record in the SmartList and clicking on a Go To option in the Go To button The default Go To can be quickly accessed by double clicking on the SmartList record Adding Go Tos You can use the Go To window to add Go Tos to a SmartList To add a Go To 1 Click Go To to open the Go To window Hi File Edit Tools View Help SmartList Name Item Kits GoTo Description Product Item Kit Maintenance Microsoft Dynamics GP Microsoft Dynamics GP Item Maintenance Microsoft Dynamics GP Item Quantities Microsoft Dynamics GP Microsoft Dynamics GP Component Item Mainten Microsoft Dynamics GP Component Item Quantities Microsoft Dynamics GP Default Go To Item Ki Maintenance e Go To Go To Type Open Form Separator Open Form Open Form Separator Open Form Open Form Item Kit Mai item Mainte Item Quantit item Mainte item Quantit sa Fabrikam Inc 4 12 2017 OK 2 Click the Add button above the Go To list to open the Add Go To window 3 Enter details for the Go To Page 82 4 Click Save Modifying Go Tos You can use the Go To window to modify Go Tos on a SmartList To modify an existing Go To 1 Select the Go To that you want to modify from the Go To list 2 Click Edit 3 Enter the new information for the Go To 4 Click Save Removing Go To
7. Select SmartList Builder as the Product and Windows as the Type and Project System as the Series Mark the operations that you want to grant access to for the selected security task Click Save to save the security task Assign the security task to the roles that you want to have access to the operations Drill Down Builder Security All Drill Down Builder windows are denied access by default To use Drill Down Builder the user must be in a POWERUSER role or be granted access to the following windows in a Microsoft Dynamics GP Security Task Product SmartList Builder Type Windows Series System o Drill Down Builder o Drill Down Lookup Page 216 pe Security Task Setup TWO sa D WDa gt me U OF Save Clear Delete Copy File Print Tools Help Add De z Y Note Actions File Tools Help Task ID DRILL DOWN BUILDER i Category System Y Task Name Drill Down Builder Task Description Drill Down Builder Product SmartList Builder y Type Windows y Series System Access List Mark Al Unmark All Display Selected ltems Operations de About SmartList Builder Add Defined Action Background Check List Items Copy List Create Extender Navigation List Create Views and Stored Procedures Data Connection Security Display SQL Drill Down Builder Drill Down Lookup lt j a Duplicate Excel Group Report Builder y Prin
8. Warranty eOne Integrated Business Solutions disclaims any warranty regarding the sample code contained in this documentation including the warranties of merchantability and fitness for a particular purpose Limitation of liability The content of this manual is furnished as is for informational use only is subject to change without notice and should not be construed as a commitment by eOne Integrated Business Solutions eOne Integrated Business Solutions assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual Neither eOne Integrated Business Solutions nor anyone else who has been involved in the creation production or delivery of this documentation shall be liable for any indirect incidental special exemplary or consequential damages including but not limited to any loss of anticipated profit or benefits resulting from the use of this documentation or sample code License agreement Use of this product is covered by a license agreement provided by eOne Integrated Business Solutions with the software product If you have any questions please call eOne Integrated Business Solutions at 1 888 319 3663 Page 11 Intellectual property This document does not provide you with any legal rights to any intellectual property in any eOne Integrated Business Solutions product You may copy and use this document for your internal reference purposes Publication date January 2015 Page
9. the data in SmartList Builder Excel Report Builder or Navigation List Builder To grant access to a SQL table Open the SQL Table Security window Microsoft Dynamics GP gt gt Tools gt gt 1 SmartList Builder gt gt Security gt gt SQL Table Security Page 219 EN File Edit Tools Databases F DYNAMICS 5 KM master E model msdb tempdb 0 H Sta bh Click OK SmartList Security SQL Table Security lz Help sa Fabrikam Inc 4 12 2017 Tables Views CT AAG00200 A CT AAG00201 CT AAG00202 CT AAG00300 F AAG00301 F AAGO00302 CT AAG00303 AAG00304 AAGO0310 F AAG00311 AAG00312 F AAG00313 F _AAG00314 v Mark All Unmark AN OK Mark the companies that want to grant access to Select Tables and mark the SQL tables that you want to grant access to Select Views and mark the SQL views that you want to grant access to Once a SmartList has been created in SmartList Builder the end users will need access to view the new list in SmartList By default only the users in the Poweruser role get access to the new SmartLists To assign SmartList security 1 Open the Security Task Setup window Microsoft Dynamics GP gt gt Tools gt gt Setup gt gt System gt gt Security Tasks Page 220 Dat Security Task Setup TWO sa la OX gt aw 107 Save Clear Delete Copy File Print Tools Help Add g z Y Note Actions File Tools Help Task ID SM
10. 1 Select Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Import to open the Import window z Import Lists ER File Edit Tools Help sa Fabrikam Inc 4 12 2017 ES Import Cancel File Name e 7 2 Enter or select the filename that you want to import from 3 Click Import Exporting You can use the Export window to export SmartList Builder objects to a XML file To export 1 Select Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Export to open the Export window Page 202 C Si Export 7 Makai E Unmakan List ID List Name E CM_TRX Checkbook Register E CUST_SMARTLIST CustomerSmartList E FA_ASSET_INS Asset Insurance E FA_ASSET_INS Asset Insurance E FA_ASSET_RETIRE Asset Retirement FA_LEASE Asset Lease E FS_PM_SCHEDULE Preventative Maintenance Schedule E FS_TECH Technicians E FS_TECH_SKILLS Technician Skills E GL_BATCH Account Transaction Batches E GL_BDGTVSACTUAL Budget vs Actual A TEM Items O EEN 5 Enter the filename that you want to export to Mark the SmartLists Excel Reports Navigation Lists and Drill Downs that you want to export Click Export You can select more than one SmartList Excel Report Navigation List or Drill Down to be exported Page 203 Security This section describes how to grant or deny security to features of SmartList Builder Excel Report Builder and Navigation List Builder Bec
11. 131 ze Add Calculated Field CEN File Edit Tools View Options Help sa Fabrikam Inc 4 12 2017 Field Name Salesperson Name Field Type String v First Name A RM Salesperson Master rutrim PM Salesperson Master Salespersons rtrim RM Salesperson Master Salespersons Last Name Special Fields e Vabdate Save Cancel 3 Enter the field name of the calculated field This is the name of the field that will be displayed in the Excel Report 4 Select the field type 5 Enter the script for the calculation Add fields to the Excel Report by double clicking on a field from the Fields list Add functions to the Excel Report by double clicking on a function from the Functions list The Functions list is displayed by selecting Functions from the View button above the Fields list 6 Click Save Modifying calculated fields You can use the Calculated Fields window to modify calculated fields on an Excel Report To modify an existing calculated field 1 Select the calculated field you want to modify from the Calculated Fields list 2 Click the Edit button above the Calculated Fields list 3 Enter new information for the Calculated Field 4 Click Save Page 132 Removing calculated fields You can use the Calculated Fields window to remove calculated fields from an Excel Report To remove an existing calculated field 1 Select the calculated field you want to remove from the Calculated Fields list 2 Clic
12. 140 Excel Report Opuons EEN 142 Eelere RE 142 Display SUL st e leelo 143 PremeWw BEE EE 144 Adding LOUD IRE DOMES a A td 145 Removing Group RE 145 Modifying Group REDOMS ni 146 Navigation List BUlder sisses el ection rd ees Bie ee 147 Navigation ii a Ren TE 147 Adding Navigation Lists isaac aa ta 147 Modifying Navigation Lists caciones 148 Removing Navigation LISIS vr casarte 149 HE 149 Eltere E 153 EE O A A A ore 153 Adding additional tables ea ek di ee E ol cola ee 154 BET Tel 158 EE Pa dd ltd 159 Adding ku ei RE 160 MOTO Re 161 Removna Tables cerros a ada nano 162 ele Ke ue 162 Sting Field OPUS soto asaltan rails int ico areas liado 162 Numen EVI Eelere laa 164 Displaying CUITENCY SVIMIDOIS antaras apela 164 Displaying percentage symbols ociosa deere daa de 166 Displaying numbers S EE 166 Displaying numbers as notes coocooi nincnic e deidad 167 Setting decimal places tii A os 169 Setting negative options cunda tt tdt ao 171 List field options A A A IEC 172 COPAN Ru ios 173 Removing listitemMS ta a o a dad ae 174 Nee 174 Adding Restrictions EE 174 Modifying BE tee le GE 175 Re e Re der le CN 175 RestictiontypeS rr dd del ide 175 Date ue ee 176 ee RE 176 Adding calculated TGS cuendo ia reis eo dicen 177 Modifying Calculated fields aiii 178 Removmngcalculate fields sia tii eee 179 Vadis a 179 FUNCIONS dida 179 E WE ta EE 179 Navigation BE Oe rte carezcan 179 ANEA E EA E 180 Addig AGUS teta ide
13. 4 12 2017 gt Description Summary Inquriy Product Microsoft Dynamics GP v SmartList Account Transactions GoTo Summary Inquiry Parameters Parameter Table Field There are no parameters for this goto lt gt Enter the description of the Go To Select the product of the built in Go To you want to use Select the SmartList the Go To is originally on Select the Go To you want to use Click Save on the Add Built in Go To window to save the Go To NO of o Open SmartList Go Tos This Go To type opens another SmartList You can pass parameters from the original SmartList to the new SmartList as well as passing fixed parameters To add an Open SmartList Go To 1 Click Go To Page 86 2 Click Add and select Open SmartList to open the Add Go To Open SmartList window Add Go To Open SmartList Description Account Transactions Product Microsoft Dynamics GP y SmartList Account Transactions v Search Definition 1 Column Name Fiter Value Batch Number vis equalto v BatchID v _ Field Comparison V SmartList Field Search Definition 2 Column Name Fiter Value Search Definition 3 Column Name Fiter Value Search Definition 4 Column Name Fiter Value v Search Options Maximum Records 1 000 Search Type Match All v Clear All Save Cancel 3 Enter the description of the Go To 4 Select the product of the SmartList that you want to open If the SmartList that you want to open is a SmartList that you
14. 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional Extender resource 1 Select Extender Resource from the Add button above the Tables list to open the Add Extender Resource window Page 112 Add Extender Resource Type v Resource Y Link To Table Customer Master Summary v Link Method v Link Fields Y No links have been selected EN 2 Select the Resource Type and the Resource 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the Extender resource are initialized with default settings Q You can add a maximum of 30 additional tables Table links You can use the Add Table Add SQL Table Add Data Connection and Add Extender Resource windows to add links between tables To add a link 1 Click the Add symbol above the Link Fields list to open the Add Link window Page 113 Add Link From Table Customer Master Summary From Field Customer Number y To Table Customers To Field Customer Number y EA Save Cancel 2 Select the field to link from 3 Select the field to link to 4 Click Save To modify an existing link 1 Select the link that you want to m
15. Account Index Show Account Number 3 If you want to display the associated account number instead of the numeric representation of the account mark the Account Index Show Account Number checkbox When you mark the Account Index Show Account Number checkbox all other options are disabled 4 Click Save To display an account number for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Long Integer Fields or Integer Fields Page 120 Set Field Options 4 Fields e Display Negative Ya es RM AR Account Index RM Cash Account Index RM Cost Of Sales Account Index RM Discounts Avail Account In RM Discounts Taken Account RM Finance Charge Account In RM IV Account Index Note Index Show Note RM Overpayment Writeoff Acc di Account Index Show Account Number RM Sales Account Index RM Sales Order Returns Accou RM Writeoff Account Index el 9S 9S 9S s s s s A SA mn 2 bk Cancel 2 Mark the fields that you want to display the account for 3 Mark the Account Index Show Account Number checkbox 4 Click Save Only integer and long integer fields can be displayed as account numbers Currency fields cannot be displayed as an account number Displaying numbers as notes You can use the numeric field options window to select to display a numeric field as a note To display a note 1 Select a currency integer or long integer field from the Fields sc
16. Mask enter the string mask A string mask is used to add static characters to a string such as parentheses spaces or dashes A capital X is used as a placeholder to represent alphanumeric characters that will appear in the string All other characters will be used to change the way the string is displayed after it has been entered Click Save Numeric Field Options There are a number of display options for numeric fields Display currency symbol if marked the currency symbol specified in the operating system settings is displayed Display percentage symbol if marked a percentage symbol is added to the end of the number Display thousands separator if marked the field will show thousands separators in the number Display as account if marked the corresponding account number will be displayed instead of the numeric representation Display as note if marked the corresponding note will be displayed instead of the numeric representation Number of decimal places the number of decimal places for a number can be a constant value or based on the value of a field in the SmartList When the number should be treated as negative Displaying currency symbols You can use the numeric field options window to select to display the currency symbol for a numeric field To display a currency symbol 1 2 Select a currency integer or long integer field from the Fields scrolling window Click the expansion button above t
17. NumberAccount_Segmen Account Number Account Geomert P Account Number Account Gemen Account Number Account Segment P Account Number Account Gegomen Period Date Period Date v Period ID Period ID v v Budget Amount Budget Amount Y Y Account Category Number Account Category Number wi Account Index Account Number v v Year Year v v v I4 4 gt H SmartList ID v 2 Select New as the SmartList Type Enter the SmartList ID 4 Enter the name of the SmartList This is the name that will be displayed in the left hand pane of the SmartLists window and at the top of the SmartList data area when the SmartList has been selected 5 Enter the ltem Name This is the description that will be displayed in the count area of the SmartList window 6 Select the Product that the SmartList will be grouped under If Microsoft Dynamics GP is selected as the product select the Series that the SmartList will be grouped under Select tables and fields for the SmartList Click Save If the SmartList window is already open the SmartList will be automatically added 0 If SmartList isn t already open open the SmartList Window Microsoft Dynamics GP SmartList When it is opened you will be prompted to update SmartList select Yes to create the new SmartList Sei 2 ON Page 43 Microsoft Dynamics GP Smart et Builder has detected changes to be made Do you wantto ma
18. Remove button above the Link Fields list Adding matched tables Matched tables are used to combine work open and history data To add a matched table 1 Open the table that you want to match from the Tables list 2 Click Edit 3 Click Matched Tables This button is only available after the table has been saved It is not available while you are adding a new table Page 59 Matched Tables Main Table Assembly Transaction Table Description Work Matched Tables BARA Assembly Transaction History Field Name Matched To TRXID TRXID vA Status BM Trx Status v Batch Source Batch Source v Batch ID Batch Number v Batch ID Note Index Batch ID Note Index v Completion Date Completion Date v Start Date TRX Start Date v Document Date TRX Date v Posting Date Posting Date v Reference Reference v Quantity Shortage Status Blank v Note Index Note Index Voy Table Description History ES o Caca 4 Click the Add button above the Matched Tables list 5 Select the product series and table to match to the original table 6 Click Save 7 Match any unmatched fields If fields are not matched you will not be able to use those fields in your SmartList If there is no field in the table to match to you can match a field to the Blank field 8 Enter a description of the matched table 9 Click OK Modifying tables You can use the Add Table Add SQL Table Add SQL Script Add SmartList Add Data Connection and Add Extende
19. Restrictions When creating a restriction based on a date you must select an option to specify how to get the date There are eight date restriction options that can be selected from Enter Date the restriction date is the date entered Current Date the restriction date is the User Date at the time of running the Navigation List Start of Week the restriction date is the first day of the current week at the time of running the Navigation List End of Week the restriction date is the last day of the current week at the time of running the Navigation List Start of Month the restriction date is the first day of the month at the time of running the Navigation List End of Month the restriction date is the last day of the month at the time of running the Navigation List Start of Year the restriction date is the first day of the year at the time of running the Navigation List End of Year the restriction date is the last day of the year at the time of running the Navigation List Calculated Fields This module describes how Calculated Fields can be added to the Navigation List to expand the fields that can be displayed Page 176 Adding calculated fields You can use the Calculated Fields window to add calculated fields to a Navigation List To add a calculated field 1 Click the Calculations button to open the Calculated Fields window This window displays a list of all calculated fields created for the Navigation L
20. Sold Lot Number Sold Y QTY Type Quantity Type v Bin Bin v Manufacture Date Manufacture Date Y Expiration Date Expiration Date v wi Enter the name of the Excel Report Select the Report Type as List or Pivot Table Select tables and fields for the Excel Report Click Save oar oh Removing Excel Reports You can use the Excel Report Builder window to remove an Excel Report You can only remove Excel Reports that have been previously created with Excel Report Builder To remove an existing Excel Report 1 Open the Excel Report Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder 2 Enter the Report ID of the Excel Report that you want to remove 3 Click Delete Modifying Excel Reports You can use the Excel Report Builder window to modify an existing Excel Report You can only modify Excel Reports that have been created with Excel Report Builder Page 105 To modify an existing Excel Report 1 Open the Excel Report Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder 2 Enter the Report ID of the Excel Report that you want to modify Enter the new information for the Excel Report 4 Click Save w Tables All Excel Report objects are composed of at least one table The main table is the first table selected for the Excel Report All additional tables are linked to this table either dire
21. field to base the status image on Map each value of the field to an image Click Save Oe e Actions This module describes how to add Actions to Navigation List Builder An Action is a link from a Navigation List to a Microsoft Dynamics GP window or process You can access a Navigation List Action by selecting a record in the Navigation List and clicking on an Action button in the Actions pane Adding Actions Use the Action window to add Navigation List Actions Each action is grouped under one of the following functional groups e New e Modify e Actions e Reports e GoTo Under each group the action buttons are organized according to priority There are three priorities e Primary buttons are displayed first e Secondary buttons are displayed in the second column e Force Overflow buttons are displayed in a separate menu The button size of the action determines the size of the icon that is displayed for the button To add an Action Click Actions to open the Actions window Click the Add Action button to open the Add Action window Enter details for the Action Click Save FOON S Page 180 Default Actions The default action can be quickly accessed by double clicking on the Navigation List record or by clicking on the header of the preview pane To set the default Action 1 Click the Actions button 2 Select the default Action 3 Click OK Open Form Actions You can use Open Form Actions to create
22. gt gt SmartList Builder gt gt Excel Report Builder gt gt Group Reports Enter the Report ID Enter the name of the Group Report Add Excel Reports to the Group Report Click Save Removing Group Reports You can use the Excel Group Report Builder window to remove a Group Report To remove an existing Group Report 1 2 Open the Excel Group Report Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder gt gt Group Reports Enter the Report ID of the Group Report that you want to remove Page 145 3 Click Delete Modifying Group Reports You can use the Excel Group Report Builder window to modify an existing Group Report To modify an existing Group Report 1 Open the Excel Group Report Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder gt gt Group Reports 2 Enter the Report ID of the Group Report that you want to modify Enter the new information for the Group Report 4 Click Save w Page 146 Navigation List Builder This section describes how to create new Navigation List using Navigation List Builder The information is divided into the following modules e Navigation Lists describes how to create and maintain Navigation Lists e Field Options describes the display options that can be set for a Navigation List field e Restrictions describes how to place fixed restrict
23. have previously created using SmartList Builder the product will be SmartList Builder 5 Select the SmartList that you want to open 6 Select up to 4 search criteria a In the first drop down list select a field for the criteria Select a restriction type and enter a comparison value in the last field To compare one field to another mark the Field Comparison checkbox and select the comparison field To pass a field from the original SmartList to the new SmartList mark the SmartList Field checkbox and select the original SmartList field 7 Enter the maximum number of records you want to return 8 Select the Search Type If you want each element of the definition to match before Page 87 displaying a record select Match All If you want to see a record displayed as long as it matches at least one of your search criteria select Match 1 or More 9 Click Save to save the Go To Open Website Go Tos This Go To type opens a website and passes parameters from the SmartList to the website To add an Open Website Go To 1 Click Go To 2 Click Add and select Open Website to open the Add Go To Open Website window Add Go To Open Website Description Website URL Parameters f Parameter Field Field Type There are no parameters for this website Enter the description of the Go To Enter the URL of the website that you want to open Enter parameters to pass from the SmartList to the website Click S
24. mimic the default ones SmartList Builder and Navigation List Builder New Features 1 SQL Scripting Now you can choose the table type of SQL Script which will allow you to write a SQL Script directly in SmartList Builder to pull in the data you need You no longer have to go to SQL Management Studio and write a SQL View to pull into SmartList Builder You can just write it directly into SmartList Builder if you would like SmartList Builder Navigation List Builder and Excel Report Builder New Features 1 Preview Data In SmartList Builder there will be an option to preview the data that would be returned by the SmartList This allows you to view the data to make sure you are getting what you would expect without having to update SmartList all the time and run it there New Icons The icons have been changed to better indicate the type of table that has been added to the SmartList Builder setup Table Finder There is a new Table Finder option that will help in finding the tables that contain the data you are looking for You can access the tool from within any of the Builders or from any other window in Microsoft Dynamics GP It will allow you to select down to the field level and then will tell you what table s that field is in Page 13 so that you can find the data you are looking for without much effort Page 14 Introduction Welcome to SmartList Builder a Microsoft Dynamics GP add on that allows you to create your ow
25. must be included in the C Program Files 86 Microsoft Dynamics GP2013 Dynamics set dictionary Do you wish to include new code now Yes No If you the User Account Control setting in Windows is turned on you may need to launch Microsoft Dynamics GP using the Run as Q Administrator option in Windows to be able to successfully include the new code 10 Log into Microsoft Dynamics GP as the sa user and into any company You will Page 21 then receive the following message Microsoft Dynamics GP SmartList Builder needs to finish installing This may take a few A minutes 11 Click OK At this point it will create the SmartList Builder SQL Objects needed for all companies 12 Complete the installation process by enter registration keys The Registering SmartList Builder section outlines this process Steps 1 9 will need to be completed on each workstation that is Q running Microsoft Dynamics GP to update the SmartList Builder application files Existing Environment This section covers the installation of SmartList Builder into an environment for Microsoft Dynamics GP 2013 that it is currently installed in System Requirements The system requirements for SmartList Builder are the same as those for Microsoft Dynamics GP You can review the Microsoft Dynamics GP 2013 System Requirements documentation on CustomerSource or PartnerSource SmartList Builder and Navigation List Builder will work with
26. on the Action button Select the Group that the Action will be grouped under in the Action pane Select the Button Size and Priority Enter the URL of the website that you want to open Enter parameters to pass from the Navigation List to the website Click Save Open File Actions This Action type opens a file where the filename is contained in a Navigation List field Based on the file s extension Microsoft Windows will launch the appropriate application To add an Open File Action 1 2 w oa 7 Click Actions to open the Actions window Click Add Action and select Open File to open the Open File window Enter the Description of the Action This description will be displayed as the text on the Action button Select the Group that the Action will be grouped under in the Action pane Select the Button Size and Priority Select the table and field that contain the file to be opened by the Action Click Save Execute Procedure Actions This Action type executes a procedure in a dictionary passing parameters from the Navigation List to the procedure This Action type has been created for third party developers to execute Page 183 complex procedures from a Navigation List To add an Execute Procedure Action 1 2 D Jo mF Ww Click Actions to open the Actions window Click Add Action and select Execute Procedure to open the Execute Procedure window Enter the name for the Action Select the Gro
27. program to set up or upgrade the application The following windows will guide you through this process You can click the Help button on each window for more information 2012 Microsoft Corporation All rights reserved Version 12 00 1482 r Back Cancel 11 If it detects that SmartList Builder is at a previous you will get the option to update it Click Next to start the update Upgrade Microsoft Dynamics GP A previous version of Microsoft Dynamics GP has been detected To proceed you need to upgrade your Microsoft Dynamics GP system database All accounting data should be backed up Choose Next to update the database objects lt Back Cancel 12 The Server Installation Progress window opens to show you the update progress of the system database Page 32 Server Installation Progress Updating database DYNAMICS y Remove Prior Version Objects y Load New Object Updates V Load New Tables kv Load New Indexes y Load Table Auto Procs VY Load Required Data VY Convert Existing Data o Load Additional Required Data Load Stubs ERB90500 13 Once the system database is complete you the Upgrade these companies window opens with a list of the companies to update Select all of the listed companies and click Next Upgrade these companies The following companies exist They either need to be upgraded or continued from a
28. the No button you will not be able to access the SmartList Builder application Dexterity Runtime New code must be included in the C Program Files 86 Microsoft Dynamics GP2013 Dynamics set dictionary Do you wish to include new code now Yes No If you the User Account Control setting in Windows is turned on you may need to launch Microsoft Dynamics GP using the Run as Q Administrator option in Windows to be able to successfully include the new code 10 Log into Microsoft Dynamics GP as the sa user and into any company You will Page 26 then receive the following message Microsoft Dynamics GP SmartList Builder needs to finish installing This may take a few A minutes 11 Click OK At this point it will create the SmartList Builder SQL Objects needed for all companies 12 Complete the installation process by enter registration keys Section 5 outlines this process running Microsoft Dynamics GP to update the SmartList Builder Steps 1 9 will need to be completed on each workstation that is Y application files Page 27 Upgrade This section covers the Upgrade process to update your SmartList Builder data and resources from Microsoft Dynamics GP 10 0 or 2010 If you are already using SmartList Builder on Microsoft Dynamics GP 2013 and are just updating to a newer version do not run through the update process This process is only for those coming from Microsoft Dynamics GP 10 0
29. 000 36 00000 HDWR DCD 0001 ITCT CIR CD85 0 00000 0 00000 0 00000 HDWR DCD 0001 RESR TRR 68KM 0 00000 42 00000 42 00000 HDWR DCD 0001 RMTL CAP 10MF 0 00000 36 00000 36 00000 HDWR DCD 0001 TRAN STR N394 0 00000 123 00000 2 46000 PHSY DEL 0001 ACCS HDS 2EAR 0 00000 267 00000 5 34000 PHSY DEL 0001 PHON BUS 1250 0 00000 22 00000 2 20000 PHSY DEL 0001 PHON GTE 3458 0 00000 0 00000 0 00000 PHSY DEL 0001 SPLN TWO 0001 0 00000 34 90000 PHSY DEL 0001 WIRE MCD 0001 0 00000 12 30000 PHSY STD 0001 ACCS HDS 2EAR 0 00000 U 0 00000 PHSY STD 0001 ASMB LBR 0001 0 00000 26 70000 PHSY STD 0001 PHON BUS 1250 0 00000 34 90000 PHSY STD 0001 WIRE MCD 0001 4 Click OK Page 103 Excel Report Builder This section describes how to create new Excel Report using Excel Report Builder The information is divided into the following modules e Excel Reports describes how to create and maintain Excel Reports e Field Options describes the display options that can be set for an Excel Report field e Restrictions describes how to place fixed restrictions on an Excel Report e Calculated Fields describes how to add calculated fields to an Excel Report e List Options describes how to create Excel Reports to display summarized data from Microsoft Dynamics GP Drill Downs describes how to create links from your Excel Reports back into Microsoft Dynamics GP e Publishing Reports describes how to publish Excel Report Builder setup
30. 01 HDWR DCD 0001 PHSY DEL 0001 PHSY DEL 0001 PHSY DEL 0001 PHSY DEL 0001 PHSY DEL 0001 PHSY STD 0001 PHSY STD 0001 PHSY STD 0001 PHSY STD 0001 Component Item Number ITCT CIR CD85 RESR TRR 68KM RMTL CAP 10MF TRAN STR N394 ACCS HDS 2EAR PHON BUS 1250 PHON GTE 3458 SPLN TWO 0001 WIRE MCD 0001 ACCS HDS 2EAR ASMB LBR 0001 PHON BUS 1250 WIRE MCD 0001 4 Click OK Page 187 Drill Down Builder This section describes how to create new Drill Downs using Drill Down Builder Drill Downs create URLs that can be used by external applications to drill down into Microsoft Dynamics GP Using Drill Down Builder information is divided into the following topics e Adding Drill Downs e Parameters e Actions Search Definitions e Using Drill Downs in External Applications Adding Drill Downs There are three types of drill down Dynamics GP Form SmartList and Extender A Dynamics GP Form drill down opens a Microsoft Dynamics GP form and sets values on the form A SmartList drill down opens a SmartList and sets search parameters An Extender drill down opens an Extender Form or Detail Form and sets the values of the ID fields To add a Dynamics GP Drill Down 1 Open the Drill Down Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Drill Down Builder 2 Enter the Drill Down ID 3 Enter the Description of the Drill Down Spaces and invalid characters will be removed 4 Select t
31. 12 New in SmartList Builder SmartList Builder New Features 1 Auto Updating SmartList If you have SmartList already open when you save a SmartList Builder setup it will automatically update that SmartList No more having to close SmartList and saying yes to the message to update it if you already have it open If you don t have it open when you save the SmartList Builder setup it will still prompt you to update SmartList when you launch it Modifying Existing SmartList You will be able to highlight any existing SmartList and click the Modify button in SmartList This will open SmartList Builder and pull up that SmartList if it is one built in SmartList Builder If it is one of the default SmartLists that come with Microsoft Dynamics GP it will pull in a setup of that default SmartList and allow you to modify it as needed The SmartList that it creates should function the same as the default one does Once the new setup is saved it will hide the default SmartList and display the new modified one Create New SmartList Builder setups from SmartList You will be able to click the New button in SmartList and have it open SmartList Builder directly so that you can create a new SmartList Built in GoTo s Along with being able to modify the existing SmartLists there will be Built in GoTo s that will function the same as the GoTo s on the default SmartLists that you can add to your SmartList Builder setups You no longer have to set them up to
32. 12 00 0055 Problem Reports Fixed in Build 12 00 0055 e initial release of SmartList Builder 2013 from eOne 12 00 0056 Problem Reports Fixed in Build 12 00 0056 e Remove requirement for Microsoft Dynamics GP 2013 Service Pack 2 12 00 0058 Problem Reports Fixed in Build 12 00 0058 e Favorites not available when modifying a default SmartList unless the Save type is System e Incorrect fields displaying when default marked after changing the order fields are displayed in SmartList Builder 12 00 0068 Problem Reports Fixed in Build 12 00 0068 e Changed Date Formatting in Excel Report Builder to Number using Dex ini switch e Keys not defaulted when new built in GoTos e Keys defaulted for existing built in GoTos e RMA Lines GoTos not working Page 225 12 00 0070 RTV Lines GoTos not working Field Service Calls GoTos not working MO Number not populating on Manufacturing Picklist Shortages Inquiry GoTos Year not populated in View GoTo for Employee Summary SmartList Human Resources GoTos cannot be added to new SmartLists Error displayed for Purchase Order Print Options Go To on Purchasing Line Items SmartList Prevent users from entering period as first letter of SmartList ID Increase speed of SmartLists with decimals based on field Allow editing of parameters for built in Go Tos Default parameters for built in Go Tos when added to new SmartList Parameters list displayed incorrectly for built in Go Tos Fixed issues with some parame
33. 218 EE CCU casera stress cere ere dra 219 SIMAMEISL Sec A 220 Excel Report EES AER ebe 221 Navigation Lis ESC lr 223 Enhancements str aos 225 D2 OO OOS cence A Ee ee 225 Eed 225 EE RE 225 Eeer Ai 225 A E 226 A A ee ee 226 EIERE ee 226 O A EE EE 227 A aire en Le AEEA are A Geo es el Oh el 227 NZ OO OOS Osos Atte eae a Nes 227 Page 8 Privacy Statement SmartList Builder Help Privacy Statement eOne Solutions Pty Ltd eOne is committed to protecting your privacy This privacy statement explains data collection and use practices of the SmartList Builder Online Help the Help it does not apply to other online or offline eOne Solutions sites products or services By accessing the Help you are consenting to the information collection and use practices described in this privacy statement Collecting your personal information SmartList Builder Help includes a feature to allow you to submit feedback on the Help Use of this feature is optional When you use this feature you send eOne an e mail message that includes your e mail address identification of a specific topic in the Help an overall rating of your satisfaction with the topic and any comments you choose to share with us After you submit feedback we may contact you at the provided e mail address to confirm receipt of your feedback message or in some cases to obtain further information about the feedback you provided Your response to any follow up messages is optiona
34. ARTLIST PP Category System v Task Name SmartList Task Description SmartList Product SmartList Type SmartList Object Series SmartList Objects Access List Mark All Unmark All Display Selected ltems Operations Account Summary Account Transactions Account Transactions Account trx smartlist Accounts Applicant Applicant Education Bank Transactions Bill of Materials Budget vs Actual Contract Lines Contracts Customer Addresses 2 q aq a a a a a a a a q a Print Operation Access 4 4 gt bl Denotes windows available to Limited user types 2 Enter a Task ID Task Name Task Description and Category 3 Select SmartList as the Product and SmartList Object as the Type and SmartList Objects as the Series 4 Mark the SmartList that you want to grant access to for the selected security task Click Save to save the security task 6 Assign the security task to the roles that you want to have access to the operations a Excel Report Security Once an Excel Report has been published the end users will need access to view the Excel File as well as SQL permissions to view the data that is pulled into the Excel file Excel Reports use Windows Authentication to gain these permissions By default only Windows Page 221 users with local administrative credentials in SQL Server and access to the network share or Share
35. Adding matched tables sc Sa ss oa a we lag ese dei 114 MOTA ES a is ee err 115 Removal a a aeaaea EEA Sobel eas eh ee 115 FIS OPINAS ta io td ii T E E 115 String Field Options ii A Ed do 115 Numeric Field Options E 117 Displaying percentage symbols ccocomoninrsscncic einen deb 117 Displaying numbers as accounts iced ere eee ee ee eects 119 Displaying numbers as notes cecccsceseeceesececeeresceecenceseensesecnaeeseeseeeceecenedecenseneeeentectenees 121 Setting e Ee 123 BE Steel 125 COPANG IS OS ii so 126 Remove MS srt ia iia 127 elen E 128 tee ie ee Lei E 128 Modifying Restrictions E 129 Removina FRO SUCTION cercada 129 PRES UNCUT Ey Sct da slide delta tated ll ata ol o di al cel 129 Date Restrictions EE 130 A A TAE TTT 130 Adding calculated fields vi etter ical ai Rig did he lla 131 Modifying calculated fields 2 20 00 ence La 132 Removing calculated fields Aten dee i tte nn 133 A A A e 133 FUNCIONS ca E A A NAAA Gta each 133 IS ODIN Sr AS ER AA 133 Selecting Multiple COMPANIES 00 A eee 134 Consolidating reports into a Single workbook A 134 Consolidating reports into a single worksheet AAA 134 Adding SUMMALY te 134 Adding LOMAS a is 135 Dal DOWAS ninia its 135 Adding Drill Downs to a Report EE 135 Mapping Parameters A narn nrae nanan nenn nennen 137 Modifying Drill DOWNS di at id dd iras 137 Removing Drill DOWNS EE 137 PUBIS Re 137 Publishing reports cia o a e aL ad ee 138 UA AAA A O ats 140 PREMISAS rt tias
36. Enter the users you want to have access to the reports in the Add Users window 12 Click OK Ss To assign Excel Report security to the SQL Server Database 1 Open SQL Server Management Studio and log into the SQL Server as an admin user 2 Expand the server Expand Security 4 Expand Logins and verify that the Windows user is not already in SQL as a login w Page 222 If the user is already in SQL as a login Open the properties of the login and skip to step 8 5 Right click on Logins and select New Login 6 Enter in the name of the Windows user to be added For example domain username 7 Select Windows Authentication Select the User Mapping page 9 Select the database you want to give them access to and mark the appropriate rpt_ roles that the user needs to access the Excel Reports you have published 10 Click OK oo please reference the Microsoft Dynamics GP 2013 System Setup Q For more information on the Excel Report deployment and security Guide or Microsoft Knowledge Base 949524 Navigation List Security Once a Navigation List has been created in Navigation List Builder the end users will need access to view the new list in the Navigation Pane By default only the users in the Poweruser role get access to the new Navigation Lists To assign Navigation List security 1 Open the Security Task Setup window Microsoft Dynamics GP gt gt Tools gt gt Setup gt gt System gt gt Security Tasks
37. Mark the fields that you want to set the negative values for Sei Click the Negative Values tab 4 Mark the Display as negative based on field check box The table and field lists will be enabled 5 Select the table and field to base the negative values upon Only list and check box fields will be displayed 6 Select the values of the field that will cause the field to be treated as negative List field options The list items for a list field will usually be defaulted when the table is added to the Excel Report If the list items are not defaulted or you want to make changes to the list items you can specify the list items in the List Options window To set list field options 1 Select a list field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 125 Field Name SOP Type Display Name SOP Type 3 Enter the list numbers and descriptions for each of the items in the list 4 Click Save Copying list items If you have previously entered a set of list items you can save time re entering this list by copying it to another list To copy list items 1 Click the Copy button at the bottom of the Set List Field Options window to open the Copy List window Page 126 Copy List Field Name SOP Type List Type List Name Table Field 1 Quote 2 Order SmartList Security Users Master SOP Type 3 Erin SmartList Users Users Master SOP Ty
38. Options gt gt Edit Field Settings gt gt String Fields E Address 1 E Address 2 F Address 3 String Format None E Address Code String Mask F Address Code E Approved By E Bank Branch E Bank Name E Change Order Description E Change Order Number E Checkbook ID City El e am 41 2 Mark the fields that you want to set field options for Page 116 3 Select the string format This format defines how the string will be displayed in Excel 4 Ifthe string format selected was Other Mask enter the string mask A string mask is used to add static characters to a string such as parentheses spaces or dashes A capital Xis used as a placeholder to represent alphanumeric characters that will appear in the string All other characters will be used to change the way the string is displayed after it has been entered 5 Click Save Numeric Field Options There are a number of display options for numeric fields e Display percentage symbol if marked a percentage symbol is added to the end of the number e Display as account if marked the corresponding account number will be displayed instead of the numeric representation e Display as note if marked the corresponding note will be displayed instead of the numeric representation e When the number should be treated as negative Displaying percentage symbols You can use the numeric field options window to select to display a pe
39. Order SmartList Security Users Master SOP Type 3 eee SmartList Users Users Master SOP Type 4 Retum 5 Back Order 6 Fulfillment Order lt gt o zen Send 2 If there are list fields that have the same name as the current list field only these list fields will be displayed Otherwise all list fields from all Navigation List objects will be listed 3 Select a field from the List Fields list The list items for the selected list will be displayed 4 Click the Select button to copy the list items When you copy list items to a list all existing list items for the list will be overwritten Page 173 Removing list items You can use the List Options window to remove list items To remove list items 1 Select the list item that you want to remove 2 Click the Delete Row button above the List Items scrolling window Restrictions This module describes restrictions can be added to a Navigation List to restrict the information that can be shown in the Navigation List This allows you to restrict the data returned to the Navigation List report You can add an unlimited number of restrictions Adding Restrictions You can use the Restrictions window to add restrictions to a Navigation List To add a restriction 1 Click the Restrictions button to open the Restrictions window ER Restrictions e 0 EA File Edit Tools View Options Help sa Fabrikam Inc 4 12 2017 List Name Serial Numbers Restrictions t f Fiel
40. Point site where the report was published to can view the data There are two parts to the security for an Excel Report e Security to the Shared Folder or SharePoint site e Security in the SQL database To assign Excel Report security to a report published to a network share 1 Open Windows Explorer and locate the network share that was created 2 Right click on the folder and select Properties 3 Select the Permissions tab or the Permissions button on the Sharing tab The users or groups you want to access the report must have at minimum the Change permission 4 Select the Security tab The users or groups you want to have access to the report must have at minimum the Read permission 5 Click OK To assign Excel Report security to a report published to SharePoint 1 Log into Windows as a user with SharePoint Administrator rights 2 Browse to the top level of the SharePoint site For example http servername port 3 Click Site Actions Site Settings People and Groups In the New drop down list select New Group 5 Enter a name for the group in the Name field and a description in the About Me field 6 Inthe Give Group Permission to the Site section click the permissions you want the group to have The group at minimum needs the Read Can View only permissions 7 Click Create 8 Click Groups 9 Inthe All Groups list select the new group you created 10 In the New drop down list select Add Users 11
41. Saree Sep SQL Script E Ac rec Setup select from 1V40201 R CM Journal CM Receipt CM Transaction Sales Payment Work and History Nadie Mia T EE ed bd lt gt v Create SmartList Create Excel Report Create Navigation List Finding tables attached to a Dynamics GP window You can use the Table Finder to display a list of all tables that are used by any Dynamics GP window To find a table attached to a Dynamics GP window 1 Open the Table Finder 2 Select Window as the Find Mode Page 198 Table Finder Find Mode Window v Product Microsoft Dynamics GP v Series Financial Y Form Account Maintenance v Window Account Maintenance v Field v Tables Hide empty tables Budget Summary Master A Period Header Period Setup Segment Description Master Account Transaction History Account Index Master General Ledger Setup Table Details Cancel 3 Select the Product Series and Form that contains the table that you want to find The Table list will be filled with all tables attached to the selected form 4 lf you want to restrict the Table list to display the tables that contain a field select the window and field that you want to restrict by 5 If you want to restrict the Table list to only tables that contain records mark the Hide empty tables checkbox Finding tables by field name You can use the Table Finder to display a list of tables that contain a field To find a table based on a field na
42. T5 with nolock on T5 ITEMNMBR T3 ITEMNMBR Display _ Fields C Calculated Fields C Restrictions 4 Mark the checkboxes next to Fields Calculated Fields and Restrictions if you want to view those items in the SQL Script 5 Click OK Preview Data You can use the Preview Data option to view the data that will be returned by the SmartList without having to update SmartList and view it there To Preview the data 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to view the SQL Script for 3 Select the Preview menu item Options gt gt Preview Data Page 144 4 Item Qty Available Component Item Qty Available Potential Kits Item Number Component Item Number HDWR DCD 0001 ITCT CIR CD85 HDWR DCD 0001 RESR TRR 68KM HDWR DCD 0001 RMTL CAP 10MF HDWR DCD 0001 TRAN STR N394 PHSY DEL 0001 ACCS HDS 2EAR PHSY DEL 0001 PHON BUS 1250 PHSY DEL 0001 PHON GTE 3458 PHSY DEL 0001 SPLN TWO 0001 PHSY DEL 0001 WIRE MCD 0001 PHSY STD 0001 ACCS HDS 2EAR PHSY STD 0001 ASMB LBR 0001 PHSY STD 0001 PHON BUS 1250 PHSY STD 0001 WIRE MCD 0001 Click OK Adding Group Reports You can use the Excel Group Report Builder window to create new Group Reports To add a Group Report 1 Str er N Open the Excel Group Report Builder window Microsoft Dynamics GP gt gt Tools
43. Table from the Add button above the Tables list to open the Add SQL Table window Page 150 Add SQL Table Databases e Tables Views TWO RM00101 RM00102 RM00103 _ Use Company Database Key Fields CUSTNMBR e Save Cancel 2 Select the Database and Table Select the Views option to display views contained in the selected Database 3 If the table or view that you have selected is contained in more than one Microsoft Dynamics GP company database you can mark the Use Company Database checkbox When this checkbox is marked Navigation List Builder will use the table from the Microsoft Dynamics GP database that the user is currently logged in to If this checkbox is unmarked Navigation List Builder will always use the selected database 4 Click Save It will take a few seconds while the fields for the table are initialized with default settings before this option will be available See SQL Table Security for more Security must be granted to tables and or views in the database 6 details To add a SQL Script table as the main table 1 Select SQL Script from the Add button above the Tables list to open the Add SQL Page 151 Script window Add SQL Script SQL Script E select from RM00101 A v Key Fields oe CUSTNMBR Save Cancel 2 Enter the SQL Script 3 Select Key fields for the table There will only be one record displayed in the SmartList for each key field 4 Click Save It will take a few se
44. Tables list to open the Add SQL Table window Page 47 Add SOL Table Databases 0 Tables O Views two CI RMOO0102 AM00103 Use Company Database Key Fields CUSTNMBR Save Cancel 2 Select the Database and Table Select the Views option to display views contained in the selected Database 3 If the table or view that you have selected is contained in more than one Microsoft Dynamics GP company database you can mark the Use Company Database checkbox When this checkbox is marked SmartList Builder will use the table from the Microsoft Dynamics GP database that the user is currently logged in to If this checkbox is unmarked SmartList Builder will always use the selected database 4 Select Key fields for the table There will only be one record displayed in the SmartList for each key field 5 Click Save It will take a few seconds while the fields for the table are initialized with default settings before this option will be available See SQL Table Security for more Security must be granted to tables and or views in the database 6 details To add a SQL Script table as the main table Page 48 1 Select SQL Script from the Add button above the Tables list to open the Add SQL Script window Add SQL Script SOL Script E select from RMOO101 A v Key Fields CUSTNMBR Save Cancel 2 Enter the SQL Script 3 Select Key fields for the t
45. able There will only be one record displayed in the SmartList for each key field 4 Click Save It will take a few seconds while the fields for the table are initialized with default settings Security must be granted database before this option will be available See SQL Table Security for more details To add a SmartList as the main table 1 Select SmartList from the Add button above the Tables list to open the Add SmartList window Page 49 Add SmartList SmartList Customers y Cancel 2 Select the SmartList that you want to add 3 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add a data connection as the main table 1 Select Data Connection from the Add button above the Tables list to open the Add Data Connection window Add Data Connection Product Microsoft Dynamics GP Series Sales Data Connection Customers Cancel 2 Select the Product Series and Data Connection 3 Click Save lt will take a few seconds while the fields for the table are initialized with default settings Security must be granted to data connections before this option will be available See Data Connection Security for more details To add an Extender Resource as the main table 1 Select Extender Resource from the Add button above the Tables list to open the Add SQL Table window Page 50 Add Extender Resource Type Windows y Resource ltem Attr
46. al 180 BA A A A A 181 Open Form Actions TEEN 181 E SA A A A O 181 ModiMing we E 182 Eeer a ht kadar eae 182 RI e E dee AA AA EA AAA innate 182 Adding Parameters srt lat 183 Open Website A Cll OMS ai Sa 183 Open PIS AGUS ci n A 183 Execute Procedure ACHONS ico 183 Run Dil OWI ACUSA 184 Modi MNJ ACH el EE 184 Removing Navigation List Actions 2 csccsccsceerescteceneeecenseseeesenseeeeceeesaedeneteneesoeedensonenees 185 Navigation List OPUOMs EE 185 El elei e Rue Eelef EE 185 BIETE SQL dl te tal ect eo 185 A EE 186 Bj nt de EE 188 Adding EN OWT EE 188 FAAS A A O Eege gett S 191 EES 191 Search DefiN EE 192 Using Drill Downs in External Application nenne 193 Adding Drill Downs to e mail messages using Microsoft Outlook A 194 Adding Drill Downs to websites omomoconnsicisar creen 194 Adding Drill Downs to SQL Server Reporting Services Reports cocooccocccicccocccoccccccnccnnnons 194 Table Findet dicos ona rai ES 196 Gel e ee he 196 Finding tables attached to a Dynamics GP window 198 Finding tables by ale BL 199 Finding tables by field TE 200 IMPOR and export ssr a e A 202 IMPOR EE 202 A O A ere mere eer entree 202 E A ean eens 204 SmartList Builder SOCUMy Es EES Ee ENER EE 204 Excel Report Builder Security ma site ot Oakdale oe ots cal rrenen 209 Navigation List e e EE 213 Drill Down Builder un EE 216 Other Builder Secunily ei Alaa eR ek elves et es oye 218 Data COME CONO SUYA a eee A ein ete leat
47. all reports into a single workbook option Mark the Create Summary Page option Add summary fields Click Save To add a summary field INS Click on the Add button Select the field Select the summary method Click Save Adding totals Totals can be added to all numeric fields in an Excel Report To add totals to an Excel Report 1 2 3 Click Options Mark the Display totals at the end of each list checkbox Click Save Drill Downs This module describes how to add Drill Downs to an Excel Report Adding Drill Downs to a Report Use the Drill Down window to add a Drill Down to an Excel Report You can use any of the standard Drill Downs or any Drill Downs created using Drill Down Builder To add a Drill Down to an Excel Report 1 Click the Drill Down button Page 135 ES File Edit Tools View Options Help 2 Click Add 3 Select the column that you want to add the drill down to 4 Select the drill down Page 136 5 Map the parameters of the drill down to fields on the Excel Report 6 Click Save Mapping Parameters The parameters of the drill down can be mapped to fields in the Excel Report To map a parameter Select the parameter that you want to map Click Edit Select the table and field that you want to map to the parameter Click Save IS Modifying Drill Downs You can use the Add Drill Down window to modify Drill Downs on the Excel Report To modify a Dril
48. an action to open a form and set the value of a few fields To add an Open Form Go To 1 Click Actions to open the Actions window 2 Click Add Action and select Open Form to open the Open Form window Enter the Description of the Action This description will be displayed as the text on the Action button Select the Group that the Action will be grouped under in the Action pane Select the Button Size and Priority Select the Product Series and Form to open for the Action Add Tasks for the Action Click Save w o Nogo A Adding Tasks Tasks are things that happen after the selected form has been opened There are six task types that can be used e Set the value of a field sets the value of a field on the form to a value in the Navigation List e Runa field script runs any scripts that would normally run when changing a value on a field or clicking on a button e Seta field value and run the field script e Move the focus to a field moves the cursor to a field e Runa macro runs a Microsoft Dynamics GP macro e Wait for a few seconds pauses for a specified number of seconds To add a task Page 181 Click Add Select the type of task Enter the details for the task Click Save A NES Modifying tasks You can use the Open Form window to modify tasks on an Open Form action To modify an existing task Select the task that you want to modify from the Tasks list Click the Edit button above the Tasks list E
49. ance Value Y LTD Maintenance Amount Note Index Show Note Note Index Account Index Show Account Number Note Index Note Index Y Replacement Cost Y Reproduction Cost x CG Save Cancel 2 Mark the fields that you want to display the currency symbol for 3 Mark the Show Currency Symbol checkbox 4 Click Save Displaying percentage symbols You can use the numeric field options window to select to display a percentage symbol at the end of a numeric field To display a percentage symbol 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window 3 If you want to display the field as a percentage mark the Show Percentage Symbol checkbox 4 Click Save To display a percentage symbol for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields 2 Mark the fields that you want to display the percentage symbol for Mark the Show Percentage Symbol checkbox 4 Click Save w Displaying numbers as accounts You can use the numeric field options window to select to display a numeric field as an account Page 166 To display an account number 1 Select an integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window 3 If you want to display the associated account number instead of the numeric repres
50. and 2010 The SmartList Builder upgrade follows the supported upgrade paths from 10 0 and 2010 that are available for Microsoft Dynamics GP You can find these on PartnerSource or CustomerSource in the Upgrading to Microsoft Dynamics GP 2013 Hot Topic As in any upgrade process we recommend that you use a test environment to walk through the upgrade process By doing this you can identify and resolve any potential issues that may occur in the upgrade process A test upgrade also allows you to lean the new features in SmartList Builder before putting it into production Upgrading SmartList Builder Use Microsoft Dynamics GP Utilities to upgrade SmartList Builder to Microsoft Dynamics GP 2013 Once this is complete install the SmartList Builder update from eOne To upgrade SmartList Builder 1 SmartList Builder first needs to be updated from Microsoft Dynamics GP 10 0 or 2010 to Microsoft Dynamics GP 2013 R2 using the upgrade process included in Microsoft Dynamics GP Utilities If this has already been done proceed to step 19 2 To update SmartList Builder in Microsoft Dynamics GP verify that Service Pack 2 is installed and then start the Microsoft Dynamics GP 2013 installation wizard You can use either of the following methods a Open the Control Panel gt Programs and Features or Uninstall a program Select the Microsoft Dynamics GP 2013 installation Click Change to open Page 28 the Program Maintenance window b Double clic
51. ank check box 5 Click Save List field options The list items for a list field will usually be defaulted when the table is added to the SmartList If the list items are not defaulted or you want to make changes to the list items you can specify the list items in the List Options window To set list field options 1 Select a list field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Set Field Options Field Name SOP Type Display Name SOP Type List Number Description Quote Order Invoice gt Return Back Order Fulfillment Order on Om ZS GA HN ee Copy Save Cancel 3 Enter the list numbers and descriptions for each of the items in the list 4 Click Save Page 79 Copying list items If you have previously entered a set of list items you can save time re entering this list by copying it to another list To copy list items 1 Click the Copy button at the bottom of the Set List Field Options window to open the Copy List window Copy List Field Name SOP Type List Type List Name Table Field 1 Quote 2 Orde SmartList Security Users Master SOP Type 3 eee SmartList Users Users Master SOP Type 4 Retum 5 Back Order 6 Fulfillment Order lt gt o 2 If there are list fields that have the same name as the current list field only these list fields will be displayed Otherwise all list fields from all SmartList objects will be list
52. as Other Mask enter the string mask A string mask is used to add static characters to a string such as parentheses spaces or dashes A capital Xis used as a placeholder to represent alphanumeric characters that will appear in the string All other characters will be used to change the way the string is displayed after it has been entered 5 Click Save To set string field options for multiple fields 1 Select Options gt gt Edit Field Settings gt gt String Fields Set Field Options Fields Address 1 A Address 2 Address 3 Address Code Address Code Approved By Bank Branch Bank Name SS String Format None v tring Mast Change Order Description Change Order Number Checkbook ID City Conadi Save Cancel 2 Mark the fields that you want to set field options for 3 Select the string format This format defines how the string will be displayed in the Navigation List 4 Ifthe string format selected was Other Mask enter the string mask A string mask is used to add static characters to a string such as parentheses spaces or dashes A capital X is used as a placeholder to represent alphanumeric characters that will appear in the string All other characters will be used to change the way the string is displayed after it has been entered 5 Click Save Page 163 Numeric Field Options There are a number of display options for numeric fields Display currency symbol if marked the currency symb
53. ause Microsoft Dynamics GP can contain information that you may not want all of your users to have access to SmartList Builder has a number of security features that allow you to restrict the data that users can view and export You can also control which features of SmartList Builder users have access to SmartList Builder Security All SmartList Builder windows are denied access by default To use SmartList Builder the user must be ina POWERUSER role or be granted access to the following windows ina Microsoft Dynamics GP Security Task e Product SmartList Builder e Type Windows e Series Project o GoTo o Set Field Options 3 windows o SmartList Builder Page 204 Security Task Setup TWO sa WX me fl Save Clear Delete Copy File Print Tools Help Add z Y Note Actions File Tools Help Task ID SMARTLIST BUILDER 3 Category System Task Name SmartList Builder Task Description SmartList Builder Product SmartList Builder v Type Windows y Series Project w accon ii Mak Ai Unmark Al 1 Display Selected Items Operations Actions Bulk Deploy Excel Reports Default Permissions Excel Report Builder GoTo Navigation List Builder Refresh Lists Refresh Lists Set Field Options Set Field Options Set Field Options SmartList Builder lt aaar Print Operation Access 4 4 gt gt i Denotes windows available to Limited user type
54. ave oo P Page 88 Open File Go Tos This Go To type opens a file where the filename is contained in a SmartList field Based on the file s extension Windows will launch the appropriate application To add an Open File Go To 1 Click Go To to open the Go To window 2 Click Add and select Open File to open the Add Go To Open File window Add Go To Open File Description Open file Table Sales Transaction W ork Field Reference 3 Select the table and field that contain the file to be opened by the Go To 4 Click Save Execute Procedure Go Tos This Go To type executes a procedure in a dictionary passing parameters from the SmartList to the procedure This Go To type has been created for third party developers to execute complex procedures from a SmartList To add an Execute Procedure Go To 1 Click Go To to open the Go To window 2 Click Add and select Execute Procedure to open the Add Go To Execute Procedure window Page 89 Description Product Microsoft Dynamics GP OPEN of form SOP_Inquiry Parameter Field SOP Type SOP Type SOP Number SOP Number Status Module Currency View Calling Window ID Enter the name for the Go To Select the product that the procedure is in Enter the name of the procedure Select parameters for the procedure The parameter list must be in the same order as the procedure 7 Click Save oo JS amp To set a parameter 1 Select the parameter that y
55. ber Unit Cost Receipt SEQ Number Vendor Number Component Of Finished Good Serial Number Sold QTY Type Bin Display Name ltem Number Location Code Date Received Date SEQ Number Serial Number Finished Good Item Number Finished Good Serial Number Unit Cost Receipt SEQ Number Vendor Number Component Of Finished Good Serial Number Sold QTY Type Bin gt Display Preview a dE a a lt 4 S al al lt E al al al Enter the name of the List This is the name that will be displayed in the navigation pane and at the top of the Navigation List when the Navigation List is displayed Select the Navigation Pane that the Navigation List will be displayed in Select tables and fields for the Navigation List Click Save You can use the Navigation List Builder window to modify an existing Navigation List You can only modify Navigation Lists that have been created with Navigation List Builder To modify an existing Navigation List Open the Navigation List Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Navigation List Builder 1 wo Enter the List ID of the Navigation List that you want to modify Enter the new information for the Navigation List Click Save Page 148 Removing Navigation Lists You can use the Navigation List Builder window to rem
56. ble Item Master y Field Inactive w Restriction is equal to Value No D Save Cancel Select the table and field that you want to set a restriction on Select the restriction method Enter the restriction value Click Save DD P Modifying Restrictions You can use the Restrictions window to modify restrictions on an Excel Report To modify an existing restriction Select the restriction that you want to modify from the Restrictions list Click the Edit button above the Restrictions list Enter the new information for the restriction Click Save A Removing Restrictions You can use the Restrictions window to remove restrictions from an Excel Report To remove an existing restriction 1 Select the restriction that you want to remove from the Restrictions list 2 Click the Remove button above the restrictions list Restriction types There are 14 types of restriction that can be placed on an Excel Report e Equals e Contains e Begins With Page 129 Is Between Is Greater Than Is Less Than Is Greater Than or Equal To Is Less Than or Equal To Is Not Equal To Does Not Contain Does Not Begin With Is Not Between Is Equal To One of List Is Not Equal To One of List Date Restrictions When creating a restriction based on a date you must select an option to specify how to get the date There are eight date restriction options that can be selected from Enter Date the restriction date is the date ent
57. ble window 2 Click the Lookup button next to the Table field The Table Finder will open in Window mode with the Product and Series from the Add Table window selected Page 196 Hide empty tables To open the Table Finder from a Dynamics GP window 1 Open the window that contains the data that you want to use in your SmartList Excel Report or Navigation List Select Table Finder from the Tools menu The Table Finder will open in Window mode the current window selected Page 197 A Table Finder TWO sa Zs z 3 O i File Tools Help X X Actions Pie Tools Help Find Mode Window v Table Details Product Microsoft Dynamics GP v Table Name Inventory U of M Schedule Setup Series Sales v SOL Name 1440201 Form Sales Transaction Entry v Technical Name IW_UofM_SETP_HDA Window Sales Transaction Entry wi Product Microsoft Dynamics GP Field wi Series Inventory Record Count 14 Tables Y Hide empty tables d iris a o Inventory U of M Schedule Setup a Fields ooo ol a Item Currency Master Field Name SOL Name Rem Pace Lt Opticas Y U Of M Schedule UOMSCHDL menace it Y U Of M Schedule Description UMSCHDSC Inventory U of M Schedule Detail Setup Y Note Index NOTEINDX Sales User Defined Work History W BaseUOfM BASEUOFM Account Master DI U Of M Decimal Places QTYS UMDPQTYS Multicurrency User Preferences Multicurrency Exchange Rate Maintenance
58. button above the Tables list to open the Add SQL Table window Page 155 Add SQL Table Databases O Tables Views TWO E RM000 RM00102 RM00103 _ Use Company Database Link To Table Customer Period Summary v Link Method Equals v Link Fields Y CUSTNMBR Customer Number Save Cancel 2 Select the Database and Table Select the Views option to display views contained in the selected Database 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional SQL Script table 1 Select SQL Script from the Add button above the Tables list to open the Add SQL Table window Page 156 SOL Script Add SQL Script select from AMOD101 Link To Table Link Method Link Fields CUSTNMBR Customer Period Summary E quals y Customer Number 2 Enter the SQL select statement for the table 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save lt will take a few seconds while the fields for the table are initiali
59. ce Amount Note Index Note Index Note Index lt Replacement Cost lt Reproduction Cost e Save Cancel Mark the fields that you want to set the decimal places for Click the Decimal Places tab Select the number of decimal places Click Save When you select the number of decimal places for an integer or long integer field the number is divided by the power of ten required to get the required number of decimal places For example the integer 100 will be displayed as 1 00 if the number of decimal places specified is 2 Setting negative options You can use the numeric field options window to select when the number should be negative To specify when numeric fields are treated as negative 1 2 3 4 Select a currency integer or long integer field from the Fields scrolling window Click the expansion button above the Fields scrolling window Click the Negative Values tab Mark the Display as negative based on field checkbox The table and field lists will be enabled Select the table and field to base the negative values upon Only list and checkbox fields will be displayed Select the values of the field that will cause the field to be treated as negative To specify when numeric fields are treated as negative for multiple fields 1 2 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Mark the fields that you want to set the negative values
60. conds while the fields for the table are initialized with default settings Security must be granted to the database before this option will be available See SQL Table Security for more details To add an Extender Resource as the main table 1 Select Extender Resource from the Add button above the Tables list to open the Add Extender Resource window Page 152 Add Extender Resource Type Windows d Resource Item Attributes d ES 2 Select the Resource Type Select the Extender Resource 4 Click Save It will take a few seconds while the fields for the Extender Resource are initialized with the default settings w Fields When you select a table from the Tables list the fields for that table are displayed in the Fields list You can set whether the field is included in the Navigation List in the preview pane and change the display name of the field To set field options 1 Select the field that you want to set options for from the Fields scrolling window 2 Enter the display name of the field This is the field name that will be displayed in the Navigation List 3 If you want the field to appear in the Navigation List mark the Display checkbox If you want the field to appear in the preview pane mark the Preview checkbox 5 To set other options specific to the field type click on the expansion button above the Fields scrolling window A Key fields Key Fields are used by Navigation List Builder to determin
61. count Index Y Account Number V ACTINDX Y Inflation Equity Account Index V Inflation Revenue Account Index Note Index Show Note v Account Index Show Account Number CG Save Cancel 2 Mark the fields that you want to display the account for 3 Mark the Account Index Show Account Number checkbox 4 Click Save Only integer and long integer fields can be displayed as account numbers Currency fields cannot be displayed as an account number Displaying numbers as notes You can use the numeric field options window to select to display a numeric field as a note To display a note 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 71 Field Name Display Name UECITION Haces NEGANVEN BIUES _ Show Currency Symbol _ Show Percentage Symbol _ Show Thousands Separator Note Index Show Note Account Index Show Account Number 3 If you want to display the associated note instead of the numeric representation of the note mark the Note Index Show Note checkbox When you mark the Note Index Show Note checkbox all other options are disabled 4 Click Save To display a note for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 72 Set Field Options 4 Fields Display Negative Values Wessun Actual Amoun
62. ction 1 Select the restriction that you want to remove from the Restrictions list 2 Click the Remove button above the restrictions list User restrictions A restriction can be applied to a group of users This allows greater security over the data that can be viewed by users of the system To apply a restriction to a single user 1 Select the restriction that you would like to apply to a single user 2 Change the Apply Restriction To option to Selected Users 3 Mark the users that you want the restriction to apply to To apply a restriction to a user class 1 Select the restriction that you would like to apply to a user class 2 Change the Apply Restriction To option to Selected User Classes 3 Mark the user classes that you want the restriction to apply to Restriction types There are 14 types of restriction that can be placed on a SmartList e Equals e Contains e Begins With e Is Between e ls Greater Than e Is Less Than Page 94 Is Greater Than or Equal To Is Less Than or Equal To Is Not Equal To Does Not Contain Does Not Begin With Is Not Between Is Equal To One of List Is Not Equal To One of List Date Restrictions When creating a restriction based on a date you must select an option to specify how to get the date There are eight date restriction options that can be selected from Enter Date the restriction date is the date entered Current Date the restriction date is the User Date at the t
63. ctly or indirectly through another table There are 4 types of table that can be added to an Excel Report Data Connections Microsoft Dynamics GP tables Microsoft SQL Server and Extender Resources Microsoft Dynamics GP tables are defined in a Microsoft Dynamics GP dictionary This includes third party dictionaries as well as the main Microsoft Dynamics GP application dictionary When you select a Microsoft Dynamics GP table the metadata contained in the dictionary can be accessed Information such as the display names of the table and fields and list items for list fields are automatically defaulted A SQL Server table is any table or view that is contained in your Microsoft Dynamics GP SQL Server database or any SQL Server database that is linked to your Microsoft Dynamics GP database This feature should be used to access tables that are not contained in a Microsoft Dynamics GP table You can also use SQL Server views to create complex joins and queries that you cannot create with Excel Report Builder Since there is no metadata for SQL Server tables display names and list items are not defaulted Data Connections are pre defined SQL views for the most common fields and tables used in Dynamics GP Since there is no metadata for SQL Server tables display names and list items are not defaulted However most of this information is not required because it is already included in the view Extender Resources are Windows Detail Windows F
64. d Restriction Value inactive is equal to No Apply Restriction To All Users v Mark All Unenark AN e or 2 Click the Add button above the Restrictions list to open the Add Restriction window Page 174 Add Restriction Table Item Master y Field Inactive w Restriction is equal to Value No D Save Cancel Select the table and field that you want to set a restriction on Select the restriction method Enter the restriction value Click Save DD P Modifying Restrictions You can use the Restrictions window to modify restrictions on a Navigation List To modify an existing restriction Select the restriction that you want to modify from the Restrictions list Click the Edit button above the Restrictions list Enter the new information for the restriction Click Save A Removing Restrictions You can use the Restrictions window to remove restrictions from a Navigation List To remove an existing restriction 1 Select the restriction that you want to remove from the Restrictions list 2 Click the Remove button above the restrictions list Restriction types There are 14 types of restriction that can be placed on a Navigation List e Equals e Contains e Begins With Page 175 Is Between Is Greater Than Is Less Than Is Greater Than or Equal To Is Less Than or Equal To Is Not Equal To Does Not Contain Does Not Begin With Is Not Between Is Equal To One of List Is Not Equal To One of List Date
65. e SmartList Minimum the minimum value of the group will be displayed e Minimum the minimum value of the group will be displayed e Maximum the maximum value of the group will be displayed e Sum the sum of all items in the group will be displayed This summary type is only available for currency and integer fields e Average the average of all items in the group will be displayed This summary type is only available for currency and integer fields Setting summary methods You can use the Options window to change the summary options for each field in the SmartList To change the summary method 1 2 Select the fields that you want to modify Click the Edit button above the Summary Fields list Page 99 Set Summary Method Field Average Salary Summary Method Average o Coca 3 Select the Summary Method 4 Click Save Q You can select more than one field at once Creating Multicompany SmartLists A multicompany SmartList is a SmartList that contains data from a number of Microsoft Dynamics GP companies To create a multicompany SmartList 1 Click Options to open the Options window Options CEN sa Fabrikam Inc 4 12 2017 File Edit Tools View Options Help Debug v Multicompany SmartList Suar Pieles Companies V Fabrikam Inc d Test Company e Save Cancel 2 Mark the Multicompany SmartList check box
66. e You can also use SQL Server views to create complex joins and queries that you cannot create with Navigation List Builder Since there is no metadata for SQL Server tables display names and list items are not defaulted A SQL Script table is a SQL select script that can be run against the current Dynamics GP company database Like SQL Server tables this feature can be used to access tables that are not contained in a Microsoft Dynamics GP table and create complex joins and queries that you cannot create with Navigation List Builder Since there is no metadata for SQL Script tables display names and list items are not defaulted Extender Resources are Windows Detail Windows Forms and Detail Forms that have been defined in Extender When you select an Extender Resource information such as the display names of the fields decimal places for numeric fields and list items for list fields are automatically defaulted Page 149 To add a Microsoft Dynamics GP table as the main table 1 Select Microsoft Dynamics GP Table from the Add button above the Tables list to open the Add Table window Add Table Product Microsoft Dynamics GP v Series Sales y Table AM Customer MSTR v 4 Key Fields E eg Customer Number ER 2 Select the Product Series and Table 3 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add a SQL Server table as the main table 1 Select SQL Server
67. e 168 Set Field Options Display Negative aues Dezmngdtisces KA Fields Acquisition Cost A Assessed Value Current Maintenance Amount Depreciated Reproduction Cost Exclusion Amount Insurance Value LTD Maintenance Amount Y Note Index Show Note Note Index _ Account Index Show Account Number lt Q lt Note Index lt Note Index Replacement Cost Reproduction Cost e Save Cancel 2 Mark the fields that you want to display the account for 3 Mark the Note Index Show Note checkbox 4 Click Save Setting decimal places You can use the numeric field options window to select the number of decimal places To select the number of decimal places 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 169 Number of Decimal Places 2 v 3 Click the Decimal Places tab 4 Select the number of decimal places 5 Click Save To select the number of decimal places for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 170 ST de oe Zei Y Set Field Options 4 Fields Display Negative Values Decimal Places Ai Acquisition Cost A Assessed Value Current Maintenance Amount Depreciated Reproduction Cost Exclusion Amount Number of Decimal Places v Insurance Value S S s Ss fe LTO Maintenan
68. e Security Task Setup window Microsoft Dynamics GP gt gt Tools gt gt Setup gt gt System gt gt Security Tasks 2 Entera Task ID Task Name Task Description and Category 3 Select SmartList Builder as the Product and Windows SmartList Builder Permissions as the Type and Project System Excel Report Builder as the Series 4 Mark the operations that you want to grant access to for the selected security task 5 Click Save to save the security task 6 Assign the security task to the roles that you want to have access to the operations Navigation List Builder Security All Navigation List Builder windows are denied access by default To use Navigation List Builder the user must be in a POWERUSER role or be granted access to the following windows in a Microsoft Dynamics GP Security Task e Product SmartList Builder e Type Windows e Series Project o Actions o Navigation List Builder o Set Field Options 3 windows Page 213 hal Y X Save Clear Delete Copy Actions Task ID NAVIGATION LIST BUILDER Category System Task Name Navigation List Builder Task Description Navigation List Builder SmartList Builder v Windows Sid Series v Access List Mark All Unmark All C Display Selected Items a Actions Bulk Deploy Excel Reports Default Permissions Excel Report Builder GoTo Navigation List Builder Refresh Lists Refresh Lists Set Field Options Set Field Options Set F
69. e SmartList 4 Select the field type 5 Enter the script for the calculation Add fields to the SmartList by double clicking on a field from the Fields list Add functions to the SmartList by double clicking on a function from the Functions list The Functions list is displayed by selecting Functions from the View button above the Fields list 6 Click Save Modifying calculated fields You can use the Calculated Fields window to modify calculated fields on a SmartList To modify an existing calculated field Select the calculated field you want to modify from the Calculated Fields list Click the Edit button above the Calculated Fields list Enter new information for the Calculated Field Click Save A INES Removing calculated fields You can use the Calculated Fields window to remove calculated fields from a SmartList To remove an existing calculated field 1 Select the calculated field you want to remove from the Calculated Fields list 2 Click the Remove button above the Calculated Fields list Validation Calculated fields can be validated before they are added to a SmartList To validate a calculated field 1 Open the calculated field in the Add Calculated Field window 2 Click Validate Functions SmartList calculated fields can use all of the functions that are available in Transact SQL For convenience the most common of these functions have been added to the functions list on Page 97 the Add Calculat
70. e parameter Click Save ONS Page 91 Adding Separators You can use the Go To window to add a separator to the Go To list To add a separator 1 Click Go To to open the Go To window 2 Click Add and select Separator to add a separator to the end of the Go To list Restrictions This module describes restrictions can be added to a SmartList to restrict the information that can be shown in the SmartList This allows you to restrict the data returned to the SmartList report You can add an unlimited number of restrictions Adding Restrictions You can use the Restrictions window to add restrictions to a SmartList To add a restriction 1 Click Restrictions to open the Restrictions window Page 92 2 oan amp ES Click the Add button above the Restrictions list to open the Add Restriction window Select the table and field that you want to set a restriction on Select the restriction method Enter the restriction value Click Save Page 93 Modifying Restrictions You can use the Restrictions window to modify restrictions on a SmartList To modify an existing restriction Select the restriction that you want to modify from the Restrictions list Click the Edit button above the Restrictions list Enter the new information for the restriction Click Save e O NS Removing Restrictions You can use the Restrictions window to remove restrictions from a SmartList To remove an existing restri
71. e the current record selected when running Actions To add a key field 1 Click Add button above the Key Fields list Page 153 Add Key Field Field Y Cancel 2 Select the Key field from the Field list 3 Click Save To remove a key field 1 Select the field that you want to remove from the Key Fields list 2 Click the Remove button above the Key Fields list Adding additional tables You can add more than one table to a Navigation List by selecting an additional table and linking it to another table in the Navigation List To add an additional Microsoft Dynamics GP table 1 Select Microsoft Dynamics GP Table from the Add button above the Tables list to open the Add Table window Page 154 Add Table Product Microsoft Dynamics GP v Series Sales y Table RM Customer MSTR v E Link To Table Customer Period Summary Y Link Method E quals yv Link Fields f Customer Number Customer Number Matched T ables Cancel 2 Select the Product Series and Table 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional SQL Server table 1 Select SQL Server Table from the Add
72. e to Limited user types Page 211 Beyond the Window permissions there are Excel Report Builder Permissions that need to be granted as well These Excel Report Builder Permissions can be granted in the Microsoft Dynamics GP Security Task as well e Product SmartList Builder e Type SmartList Builder Permissions e Series Excel Report Builder o Create Excel Reports with Dynamics GP tables Create Excel Reports with SQL tables Enter Calculated Fields Overwrite data connections Publish to File Publish to reports library Publish to SharePoint O O O O 0 0 m Security Task Setup TWO sa CES WOK me 107 Save Clear Delete Copy File Print Tools Help Add z Y Note Actions File Tools Help Task ID EXCEL REPORT BUILDER P Category System y Task Name Excel Report Builder Task Description Excel Report Builder Product SmartList Builder Type SmartList Builder Permissions Series Excel Report Builder Access List Mark All Unmark All Display Selected ltems Operations Create Excel Reports with Dynamics GP tables Create Excel Reports with SOL tables Enter Calculated Fields Overwrite data connections Publish to file Publish to reports library Publish to SharePoint lt q q a q a a a Print Operation Access 4 4 gt bl Denotes windows available to Limited user types Page 212 To assign Excel Report Builder security 1 Open th
73. ect Accounting Fixed Assets Manufacturing Human Resources and Analytical Accounting can be selected Data Connections are pre defined SQL views for the most common fields and tables used in Dynamics GP Since there is no metadata for SQL Server tables display names and list items are not defaulted However most of this information is not required because it is Page 46 already included in the view Extender Resources are Windows and Forms that have been defined in Extender When you select an Extender Resource information such as the display names of the fields decimal places for numeric fields and list items for list fields are automatically defaulted To add a Microsoft Dynamics GP table as the main table 1 Select Microsoft Dynamics GP Table from the Add button above the Tables list to open the Add Table window Add Table Product Microsoft Dynamics GP v Series Sales Table HM Customer MSTR y L Key Fields Customer Number Sae Cancel 2 Select the Product Series and Table Use the Table Finder to quickly find a table based on a window field name or field value 3 Select Key fields for the table There will only be one record displayed in the SmartList for each key field 4 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add a SQL Server table as the main table 1 Select SQL Server Table from the Add button above the
74. ect SQL Server Table from the Add button above the Tables list to open the Add SQL Table window Page 110 Add SQL Table Databases e Tables Views TWO RM00101 RM00102 RM00103 Link To Table Customer Master Summary v Link Method Equals y Link Fields Y CUSTNMBR Customer Number e Save Cancel 2 Select the Database and Table Select the Views option to display views contained in the selected Database 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional data connection 1 Select Data Connection from the Add button above the Tables list to open the Add Data Connection window Page 111 Add Data Connection Product Microsoft Dynamics GP Series Sales Data Connection Customers Link To Table Customer Master Summary v Link Method Equals y Link Fields Y Customer Number Customer Number 2 Select the Product Series and Data Connection 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with
75. ed 3 Select a field from the List Fields list The list items for the selected list will be displayed 4 Click the Select button to copy the list items When you copy list items to a list all existing list items for the list will be overwritten Removing list items You can use the List Options window to remove list items To remove list items Page 80 1 Select the list item that you want to remove 2 Click the Delete Row button above the List Items scrolling window Default Column Order When a field is added to the default SmartList the columns will be displayed in the order that they were added The default column order can be changed on the Columns window To set the default column order 1 Click Columns to open the Default Column Ordering window Default Column Ordering Columns Item Number Item Description Site ID Site Name Lot Number Date Received Expiration Date Quantity Type Quantity Received Quantity Sold Quantity Allocated Unit Cost Vendor ID Vendor Name Move Top Move Up Move Down Move Bottom Save Cancel 2 Select a field and click Move Top to move the field to the first column Click Move Up to move the selected field up by one column Click Move Down to move the selected field down by one column Select Move Bottom to move the selected field to the last column Page 81 3 Click Save GoTos This module describes how to add GoTo s to SmartList Builder
76. ed 82 ModiMNG GO TOS rt ss 83 Removing GO TOS it ii 83 Default Go TOS acortar pensional alo rotas 83 len elen EE TOS lao 83 ole AAA OA 84 MOGIPYIING TASKS 2 os 85 Ne BEE 85 Builtin GO TOS asc ene ete ate a ea a Se wae Eea Dre aie ease eee 86 Re SN EE Ee De CN 86 Open Website GO TOS titi did ads 88 Open FilesGO OS EE 89 Execute Procedure Go TOS aaa 89 Open Extender Resource Go TOS ENEE 91 R n iM Re nk Go TOS tala it e rd e ues 91 Adding Separators de A ees 92 o Ne ear aa ak ci Lt he ade ia ak die es eee EE 92 Adding Restrictions isra restates teak ee tees as 92 ee TRAY Tice RESTICIONS a td ent omens 94 Removing Restrictions editadas 94 User restrictions i 94 PRES UMICIION types sAr erotico caia 94 Date ee 95 Calculated Fields n ida 95 Adding Calculated fields 0000 geed e a eta 95 Modifying calculated RE 97 Removing calculated fields comio 97 Maldad ado 97 e ee E 97 Summary and Multicompany Gmart eis 98 Creating Summary Eu EC 98 Setting summary methodS eet le ld Deen EE 99 Creating Mullicompaniy SmartLists cocina 100 oO A A II eene ON 101 Duplicating SmartLists a o o dd 101 Display SOL E IA A cine a net 102 Preview Data su a adan 103 Excel Report BUE a eii 104 EXCO RE POMS nt EEE EE T saavageaste steacoune E 104 Adding Excel Reposo ee 104 Removing Excel REDONS sia tacos plane 105 Modifying Excel Repo ici do E Eaa ee EEEE E Eana 105 Tables cti oia 106 Peleton 109 Adding additional tables eii A is 109 A et 113
77. ed Field window These functions are divided into the following areas e Arithmetic Operators e Date Functions e Mathematical Functions e System Functions e String Functions Knowledge Base article KBA 01209 N1Q5D6 outlines in further detail all of the functions that are setup to use in the calculations Summary and Multicompany SmartLists This module describes how you can use the Options to create summary and multicompany SmartLists Creating summary SmartLists You can use Summary option to create a SmartList that is a summary of data contained within a Microsoft Dynamics GP table or group of linked tables You can use the Options window to create Summary SmartLists To create a Summary SmartList 1 Click Options 2 Mark the Summary SmartList checkbox The list of summary fields will now become available Page 98 3 e Options CEN File Edit Tools View Options Help sa Fabrikam Inc 4 12 2017 si Summary SmartList Multicompary SmartList E Payroll Pay Code Master Field Field Type Summary Ty Payroll Master Average Salary Currency Average FE Payroll Department S Select the Summary Types for each field There are six summary types that can be selected e Group By this summary type can be selected to group the summary data If you do not select at least one Group By summary field there will only be one record displayed in the SmartList e Count a count of the number of items in the group will be displayed in th
78. ed in Excel Report Builder and SmartList Builder It can also be added to other locations such as Web Sites e mails and SQL Reporting Services reports When you add that drill down to the external application it is going to need some information from you so that it knows how to drill back and with what data Below is the basic syntax for the drill down Page 193 The URL string for the drill down takes the form dgpp DGPB Db SQL_Instance amp Srv Server_ name amp Cmp Database_Name amp Prod 3830 amp Act O PEN amp Func Drill Down_ID amp Param_Nam e Value There can be multiple parameters added to the URL string The variables in the drill down break down as so e Db Equal to the Instance name of your SQL Server If you do not have a SQL instance name leave it equal to nothing e Srv Equal to the Server name of the SQL Server e Cmp Equal to the database ID of the company database to drill back to e Prod Equal to the product the drill down is from If you are using Drill Down Builder this would be 3830 e Act Equal to the Action Type which is generally going to be OPEN e Func Equal to the Drill Down Function you are calling If you are using Drill Down Builder it would be equal to the Drill Down ID e Param_Name Param_Name is to be replaced by the Parameter you are calling and set equal to the value to pass to that parameter Adding Drill Downs to e mail messages using Microsoft Outlook Drill downs can be added to e
79. elds window to remove calculated fields from a Navigation List To remove an existing calculated field 1 Select the calculated field you want to remove from the Calculated Fields list 2 Click the Remove button above the Calculated Fields list Validation Calculated fields can be validated before they are added to a Navigation List To validate a calculated field 1 Open the calculated field in the Add Calculated Field window 2 Click the Validate button Functions Navigation List calculated fields can use all of the functions that are available in Transact SQL For convenience the most common of these functions have been added to the functions list on the Add Calculated Field window These functions are divided into the following areas e Arithmetic Operators e Date Functions e Mathematical Functions e System Functions e String Functions Knowledge Base article KBA 01209 N1Q5D6 outlines in further detail all of the functions that are setup to use in the calculations List Options This module describes how to add a status image to the Navigation Lists Navigation List Options You can use the Options window to select status images for the Navigation Lists Page 179 To display status images 1 Open the Navigation List Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Navigation List Builder gt gt Options Button Mark the Display Status Image checkbox Select the table and
80. entation of the account mark the Account Index Show Account Number checkbox When you mark the Account Index Show Account Number checkbox all other options are disabled 4 Click Save To display an account number for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Long Integer Fields or Integer Fields 2 Mark the fields that you want to display the account for 3 Mark the Account Index Show Account Number checkbox 4 Click Save Only integer and long integer fields can be displayed as account numbers Currency fields cannot be displayed as an account number Displaying numbers as notes You can use the numeric field options window to select to display a numeric field as a note To display a note 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 167 UECITION Haces NEGSIVE VBIUES _ Show Currency Symbol _ Show Percentage Symbol Note Index Show Note Account Index Show Account Number 3 If you want to display the associated note instead of the numeric representation of the note mark the Note Index Show Note checkbox When you mark the Note Index Show Note checkbox all other options are disabled 4 Click Save To display a note for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Pag
81. eporting Services Reports Benefits Some of the benefits of using SmartList Builder are as follows Page 15 e Simple to learn this product is straightforward and takes minimal time to learn es No SQL Scripting knowledge the user only needs to know what type of information to display When adding the tables the fields are pulled in for the user e No code to write SmartList Builder provides the user interface to create the GoTo s Drill Downs Calculations etc Page 16 Installation The steps for installing SmartList Builder can be different depending on if you are installing in a Microsoft Dynamics GP Environment where it has never been installed or you are installing into an environment that currently has a previous 2013 build of SmartList Builder installed Please be sure to follow the appropriate steps New Environment This section covers the installation of SmartList Builder into an environment for Microsoft Dynamics GP 2013 that it has never been installed into before These steps can also be used if you are installing SmartList Builder on a new workstation System Requirements The system requirements for SmartList Builder are the same as those for Microsoft Dynamics GP You can review the Microsoft Dynamics GP 2013 System Requirements documentation on CustomerSource or PartnerSource SmartList Builder and Navigation List Builder will work with the Microsoft Dynamics GP 2013 Web Client Excel Report Builde
82. er 3 Click the Negative Values tab 4 Mark the Display as negative based on field checkbox The table and field lists will be enabled 5 Select the table and field to base the negative values upon Only list and checkbox fields will be displayed 6 Select the values of the field that will cause the field to be treated as negative To specify when numeric fields are treated as negative for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 76 Fields Account Amount Backout Freight Amount Backout Misc Amount Backout Tax Amount Backout Trade Discount Amount COD Amount Commission Amount Commission Sale Amount Denomination Exchange Rate Deposit Received Discount Available Amount lt Q iS 9S s A A ss SS iS Discount Available Freight KA Set Field Options Display Negative Values Decimal Places v Display as negative based on field Table Sales Transaction Work v Field SOP Type y Negative Values O Quote M Return O Order O Back Order O Invoice O Fulfillment Order Save Cancel 2 Mark the fields that you want to set the negative values for Sei Click the Negative Values tab 4 Mark the Display as negative based on field check box The table and field lists will be enabled 5 Select the table and field to base the negative values upon Only list and check box fields will be displayed 6 Select the va
83. ered Current Date the restriction date is the User Date at the time of running the Excel Report Start of Week the restriction date is the first day of the current week at the time of running the Excel Report End of Week the restriction date is the last day of the current week at the time of running the Excel Report Start of Month the restriction date is the first day of the month at the time of running the Excel Report End of Month the restriction date is the last day of the month at the time of running the Excel Report Start of Year the restriction date is the first day of the year at the time of running the Excel Report End of Year the restriction date is the last day of the year at the time of running the Excel Report Calculated Fields This module describes to add Calculated Fields to an Excel Report Page 130 Adding calculated fields You can use the Calculated Fields window to add calculated fields to an Excel Report To add a calculated field 1 Click the Calculations button to open the Calculated Fields window This window displays a list of all calculated fields created for the Excel Report File Edit Tools View Report Name Salespeople Calculated Fields Field Name Salesperson Name a gt Calculated Fields O Ez Help sa Fabrikam Inc 4 12 2017 Et Field Type String OK 2 Click the Add button above the Calculated Fields list to open the Add Calculated Field window Page
84. es in views for modified lists and SmartLists as table type e Links on Extender window when automatically added in Smartlist Bulder are not setup e Navigation Lists showing incorrect in Security Task Window e Security to Navigation Lists display issues e Payroll SmartLists return Vacation time incorrectly when modified e Decimal places on modified Item Quantities SmartList 12 00 0083 Problem Reports Fixed in Build 12 00 0083 e Table Finder Missing from Tools Menu e Table Finder preview displaying all records 12 00 0086 Problem Reports Fixed in Build 12 00 0086 e Drill Down doesn t work in Navigation List Builder e Double click in SmartList Builder SmartList does not work to open default Go To e Adding Extender fields to SmartList Builder Report and displaying them in SmartList causes entire SmartList to fail e Quotes for prospects don t display on modified Sales Transactions SmartList e Edit field setting for multiple fields removes summary options Page 227 e Requisition SmartList table types don t have any fields Page 228
85. estrictions on the SmartList that the Drill Down is opening To add a search definition 1 Click Add Page 192 Add Search Definition Column Name Filter Value Customer Number v lis equal to w Customer v _ Field Comparison Y Parameter 7 O Save Cancel 2 Select the Column from the SmartList that you want to set Select the Filter 4 Select or enter the value Mark the Field Comparison option if you want to compare the column to another column in the SmartList Mark the Parameter option if you want to set the column to a parameter value 5 Click Save w To modify an existing search definition 1 Select the Search Definition that you want to modify in the Search Definitions list 2 Click Edit 3 Enter new information for the Search Definition 4 Click Save To remove a search definition 1 Select the Search Definition that you want to remove in the Search Definitions list 2 Click Remove Using Drill Downs in External Applications This section describes how to add Drill Downs to Web sites e mails and reports built using SQL Reporting Services It does require that you have security to the window that you are trying to drill back to and that you are logged into GP and into the company that the data is for To get started you must setup the Drill Down in Drill Down Builder defining the parameters and window you want to drill back to Once you have that defined the setup from Drill Down Builder can be add
86. ew information for the parameter 4 Click Save To remove a parameter 1 Select the parameter that you want to remove in the Parameters list 2 Click the Remove button above the Parameters list 3 Click Delete Actions Actions are used to set values and run field scripts on the Dynamics GP form opened by the Drill Down There are three action types that can be selected e Set field value sets the value of a field on a Dynamics GP form e Set field value and run the field script sets the value of a field and then runs the field change script for that field e Run the field script runs the field change script for a field on a Dynamics GP Page 191 form To add an action 1 Click Add Add Action Action Type Set field value and run the field script v Field Item Number y Parameter item y O O Cancel 2 Select the Action Type Select the Field from the form that you want to apply the action to 4 Ifthe Action Type is Set field value or Set field value and run the field script select the Parameter that you want to use the set the value of the field 5 Click Save w To modify an existing action 1 Select the Action that you want to modify in the Actions list 2 Click Edit 3 Enter new information for the action 4 Click Save To remove an action 1 Select the Action that you want to remove in the Actions list 2 Click Remove 3 Click Delete Search Definitions Search Definitions sets r
87. for Page 171 3 Click the Negative Values tab 4 Mark the Display as negative based on field check box The table and field lists will be enabled 5 Select the table and field to base the negative values upon Only list and check box fields will be displayed 6 Select the values of the field that will cause the field to be treated as negative List field options The list items for a list field will usually be defaulted when the table is added to the Navigation List If the list items are not defaulted or you want to make changes to the list items you can specify the list items in the List Options window To set list field options 1 Select a list field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Set Field Options Field Name SOP Type Display Name SOP Type List Number Description x Quote Order Invoice gt Return Back Order Fulfillment Order on oO ZS GA NH al D Copy Save Cancel Y 3 Enter the list numbers and descriptions for each of the items in the list Page 172 4 Click Save Copying list items If you have previously entered a set of list items you can save time re entering this list by copying it to another list To copy list items 1 Click the Copy button at the bottom of the Set List Field Options window to open the Copy List window Copy List Field Name SOP Type List Type List Name Table Field 1 Quote 2
88. gt Tools gt gt SmartList Builder gt gt Security gt gt Data Connection Security Page 218 2 Select the company that want to grant access to 3 Mark the data connections that you want to grant access to 4 Click OK SQL Table Security Ga Data Connection Security File Edit Tools Help Companies Data Connections Product Series Data Connection ID V Analytic Financial AA_CLASS Y Analytic Financial AA_DIM Y Analytic Financial AA_DIMCODE Y Analytic Financial AA_DISTQUERY d Analytic Financial AA_MULTIQUERY V Analytic Financial AA_TREE Y Microso Financial ACCT v Microso Financial ACCT_BANKTRX vi Microso Financial ACCT_SUM Vi Microso Financial ACCT_TRX Y Mirren Invantary ROMA lt Mark All Unmark All g 0 CEN sa Fabrikam Inc 4 12 2017 Data Connection Name A Accounting Classes Transaction Dimensions Transaction Dimension Codes Distribution Queries Multi level Queries Trees Accounts Bank Transactions Account Summary Account Transactions Rill nf Matariale OK Security must be granted to a SQL Server tables and views before they can be used in SmartList Builder Excel Report Builder or Navigation List Builder Access to SQL Server tables and views is granted using the SQL Table Security window This window is also used to grant security to databases that can run SQL scripts Security must be granted to the SQL user to the external tables as well before the can view
89. he Drill Down Type as Form Page 188 D Jo Drill Down Builder TWO sa a E WX ss D e Save Clear Delete Print Took Help Add Y Note Actions File Tools Help Drill Down ID ITEM_INQUIRY D Parameters t Description lteminguiry item Drill Down Type Form v location Product Microsoft Dynamics GP Series Inventory Form ltem Inquiry Actions Action Type Field Parameter Set field value and run the field script Item Number item Add Set field value and run the field script Location Code location Edit Remove Move Up Move Down 14 4 KH by Drill Down ID v Select the Product the Series and the Form that the Drill Down will open Add Parameters for the Drill Down Add Actions to the Drill Down Click Save To add a SmartList Drill Down 1 Open the Drill Down Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Drill Down Builder Enter the Drill Down ID Enter the Description of the Drill Down Spaces and invalid characters will be removed Select SmartList as the Drill Down Type Page 189 No sg Drill Down Builder TWO sa a E DES az gt Ja Save Clear Delete File Print Tools Help Add E 7 Y Note Actions File Tools Help 1 Drill Down ID CUST_SMARTLIST Pp Parameters bP Sue Description CustomerS martList Customer Drill Down Type SmartList v Product Microsoft Dynamics GP v SmartList Customers Y Search Definitions Field C
90. he Fields scrolling window Page 63 Show Currency Symbol C Show Percentage Symbol C Show Thousands Separator C Note Index Show Note _ Account Index Show Account Number 3 If you want to display the field as a currency mark the Show Currency Symbol checkbox 4 Click Save To display a currency symbol for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 64 Set Field Options Fields 2 Display Negative Values Decimal Places d Actual Amount V Budget Amount Y Historical Rate Y Show Currency Symbol Note Index Show Percentage Symbol Note Index _ Show Thousands Separator 7 Note Index Show Note Account Index Show Account Number 2 Mark the fields that you want to display the currency symbol for 3 Mark the Show Currency Symbol checkbox 4 Click Save Displaying percentage symbols You can use the numeric field options window to select to display a percentage symbol at the end of a numeric field To display a percentage symbol 1 Select a currency integer or long integer field from the Fields scrolling window Page 65 Feld Name EE C Show Currency Symbol Show Percentage Symbol C Show Thousands Separator C Note Index Show Note Account Index Show Account Number 2 Click the expansion button above the Fields scrolling window 3 If you want to display the field as a percentage mark
91. hen this checkbox is marked Excel Report Builder will use the table from the Microsoft Dynamics GP database that the user is currently logged in to If this checkbox is unmarked Excel Report Builder will always use the selected database 4 Click Save It will take a few seconds while the fields for the table are initialized with default settings You can only add SQL tables if you have granted access for those tables to be used in SmartList Builder To add a data connection as the main table 1 Select Data Connection from the Add button above the Tables list to open the Add Data Connection window Add Data Connection Product Microsoft Dynamics GP Series Sales Data Connection Customers 2 Select the Product Series and Data Connection 3 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an Extender Resource as the main table 1 Select Extender Resource from the Add button above the Tables list to open the Add SQL Table window Page 108 Add Extender Resource Type Windows d Resource Item Attributes d ES 2 Select the Resource Type and Resource Name 3 Click Save It will take a few seconds while the fields for the table are initialized with default settings Fields When you select a table from the Tables list the fields for that table are displayed in the Fields list You can set whether the field is displayed in the Excel Report and change the d
92. how to duplicate Navigation Lists Display the SQL Script being used and Preview the data Duplicating Navigation Lists You can use the duplicate functionality to copy a Navigation List to another Navigation List Excel Report or to a SmartList To duplicate a Navigation List 1 Open the Navigation List window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Navigation List Builder Enter the ID of the Navigation List that you want to duplicate Select the Duplicate menu item Options gt gt Duplicate Select the type of list to copy Enter the ID of the new Navigation List Excel Report or SmartList Enter the name of the new Navigation List Excel Report or SmartList Click Duplicate NONIAN Navigation Lists containing SQL Scripts cannot be copied to Excel Reports Display SQL You can display the SQL Script that is being used by the SmartList when it runs if needed This can be helpful in figuring out syntax errors or seeing how the tables are being joined To Display the SQL Script Page 185 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to view the SQL Script for 3 Select the Display SQL menu item Options gt gt Display SQL List Type Navigation List List Name ltem Kits select from TW4013 100104 T1 with nolock INNER JOIN TWO13 1 Y00101 T2 with
93. ibutes y 2 Select the Resource Type and Resource Name 3 Click Save It will take a few seconds while the fields for the table are initialized with default settings Fields When you select a table from the Tables list the fields for that table are displayed in the Fields list You can set whether the field is available in SmartList whether it is displayed in the default SmartList and change the display name of the field To set field options 1 Select the field that you want to set options for from the Fields scrolling window 2 Enter the display name of the field This is the field name that will be displayed in the SmartList 3 If you want the field to appear in the SmartList mark the Display checkbox 4 If you want the field to appear in the default SmartList mark the Default checkbox You can only mark this checkbox if the Display checkbox is also marked 5 To set other options specific to the field type click on the expansion button above the Fields scrolling window field to be displayed by default A maximum of 190 fields can be Q You must select at least one field to be displayed and at least one selected to be displayed by default Key fields Key Fields are used by SmartList Builder to determine the current record selected when opening Go Tos To add a key field 1 Click Add button above the Key Fields list Page 51 Add Key Field Field Y e Cancel 2 Select the Key field from the Field list
94. ield Options SmartList Builder Print Operation Access lia 4 bl Denotes windows available to Limited user types GSE SSSE0800008 e Series System o Add Defined Action Copy List Display SQL Navigation List Lookup Preview Resource Lookup Table Details Table Finder 2 items oO 00 0 0 0 Page 214 es Clear Delete Actions Task Name Navigation List Builder Task Description Navigation List Builder SmartList Builder Windows System Access List C Display Selected Items d Add Defined Action Background Check List Items Copy List Create Extender Navigation List Create Views and Stored Procedures Data Connection Security Display SQL Drill Down Builder Drill Down Lookup Duplicate Excel Group Report Builder Excel Group Report Lookup Excel Report Lookup Export Lists Import Lists Navigation List Lookup Preview Process Queue Progress Publish Report Refresh Cache Resource Lookup SmartList Builder Progress SmartList Lookup SQL Table Security Table Details Table Finder Table Finder Print Operation Access SES 000800008 S8000000008008S80080 lia 4 gt bl Denotes windows available to Limited user types Page 215 To assign Navigation List Builder security 1 Open the Security Task Setup window Microsoft Dynamics GP gt gt Tools gt gt Setup gt gt System gt gt Security Tasks Enter a Task ID Task Name Task Description and Category
95. ime of running the SmartList Start of Week the restriction date is the first day of the current week at the time of running the SmartList End of Week the restriction date is the last day of the current week at the time of running the SmartList Start of Month the restriction date is the first day of the month at the time of running the SmartList End of Month the restriction date is the last day of the month at the time of running the SmartList Start of Year the restriction date is the first day of the year at the time of running the SmartList End of Year the restriction date is the last day of the year at the time of running the SmartList Calculated Fields This module describes how Calculated Fields can be added to the SmartList to expand the fields that can be displayed Adding calculated fields You can use the Calculated Fields window to add calculated fields to a SmartList To add a calculated field 1 Click Calculations to open the Calculated Fields window This window displays a list of all calculated fields created for the SmartList Page 95 EP 2 Click the Add button above the Calculated Fields list to open the Add Calculated Field window Field Name item Qty Available Field Type Currency Itez Quantity Master QTY On Hand Itex Quantity Master QTY Allocated Page 96 3 Enter the field name of the calculated field This is the name of the field that will be displayed in th
96. ions on a Navigation List e Calculated Fields describes how to add calculated fields to a Navigation List e List Options describes how indicators can be added to records in a Navigation List e Actions describes how to create links from your Navigation List back to Microsoft Dynamics GP Navigation List Options describes additional options available in Navigation List Builder Navigation Lists This module describes how to create update and remove Navigation Lists using Navigation List Builder Adding Navigation Lists You can use the Navigation List Builder window to create new Navigation Lists To add a Navigation List 1 Open the Navigation List Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Navigation List Builder Page 147 a Modifying Navigation Lists Save Clear Delete Actions DK 2 Options List ID I _SERIAL List Name Serial Numbers FE Item Serial Number Master EX Item Master I4 4 gt pi Navigation List ID Enter the List ID Navigation List Builder TWO sa Y B E Ds der ew Actions Restrictions Calculations Options View File X X X View File Help Add Note Help PD Navigation Pane w AIl Item Serial Number Master Fields by Field Position Field Name Item Number Location Code Date Received Date SEQ Number Serial Number Finished Good Item Number Finished Good Serial Num
97. isplay name of the field To set field options 1 Select the field that you want to set options for from the Fields scrolling window 2 Enter the display name of the field This is the field name that will be displayed in the Excel Report 3 If you want the field to appear in the Excel Report mark the Display checkbox 4 Toset other options specific to the field type click on the expansion button above the Fields scrolling window Adding additional tables You can add more than one table to an Excel Report by selecting an additional table and linking it to another table in the Excel Report To add an additional Microsoft Dynamics GP table 1 Select Microsoft Dynamics GP Table from the Add button above the Tables list to open the Add Table window Page 109 Add Table Product Microsoft Dynamics GP v Series Sales v Table RM Customer MSTR v 4 Link To Table Customer Master Summary v Link Method Equals v Link Fields Y Customer Number Customer Number Save Cancel 2 Select the Product Series and Table 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional SQL Server table 1 Sel
98. ist om Calculated Fields TAS File Edit Tools View Options Help sa Fabrikam Inc 4 12 2017 List Name Salespeople Calculated Fields f Field Name Field Type Salesperson Name String 2 Click the Add button above the Calculated Fields list to open the Add Calculated Field window Page 177 Add Calculated Field Field Name Salesperson Name Field Type Sting v rtrim RM Salesperson Master Salespersons First Name A o RM Salesperson Master rtrim RM Salesperson Master Salespersons Last Name o Special Fields 3 Enter the field name of the calculated field This is the name of the field that will be displayed in the Navigation List 4 Select the field type 5 Enter the script for the calculation Add fields to the calculation by double clicking on a field from the Fields list Add functions to the calculation by double clicking on a function from the Functions list The Functions list is displayed by selecting Functions from the View button above the Fields list 6 Click Save Modifying calculated fields You can use the Calculated Fields window to modify calculated fields on a Navigation List To modify an existing calculated field 1 Select the calculated field you want to modify from the Calculated Fields list 2 Click the Edit button above the Calculated Fields list 3 Enter new information for the Calculated Field 4 Click Save Page 178 Removing calculated fields You can use the Calculated Fi
99. k the Remove button above the Calculated Fields list Validation Calculated fields can be validated before they are added to an Excel Report To validate a calculated field 1 Open the calculated field in the Add Calculated Field window 2 Click the Validate button Functions Excel Report calculated fields can use all of the functions that are available in Transact SQL For convenience the most common of these functions have been added to the functions list on the Add Calculated Field window These functions are divided into the following areas e Arithmetic Operators e Date Functions e Mathematical Functions e System Functions e String Functions Knowledge Base article KBA 01209 N1Q5D6 outlines in further detail all of the functions that are setup to use in the calculations List Options This module describes how to use the List Options to create Excel Reports with for multiple companies and add totals Page 133 Selecting Multiple Companies You can select more than one company to create an Excel Report A new worksheet is created in the report for each company By default the current company is automatically selected To select more than one company 1 Click the Options button 2 Mark the Multicompany report option 3 Mark the companies that you want to be included in the Excel Report Unmark the companies that you do not want to be included in the Excel Report 4 Click Save Consolidating reports into a si
100. k the Setup exe in the Microsoft Dynamics GP 2013 installation media This will open the Microsoft Dynamics GP installation window Select Microsoft Dynamics GP under the Install section Select the existing instance of Microsoft Dynamics GP in the Instance Selection window and click Next Microsoft Dynamics GP 2013 Instance Selection Select the existing instance to configure EI 8 Maintenance Microsoft Dynamics GP 2013 E Maintenance ez El ei L EEE S Product Code BC310C51 872D 4C57 Al A Product Country United States Product Instance Nar Product Instance Nar DEFAULT Product Instance Tra Product Language 1033 Product location C iProaram Files x86 Wic Y O Create a new instance Ci oe 3 Click Add Remove Features Upgrade Microsoft Dynamics GP 4 previous version of Microsoft Dynamics GP has been detected To proceed you need to upgrade your Microsoft Dynamics GP system database All accounting data should be backed up Choose Next to update the database objects lt Back Next gt Cancel 4 Inthe Select Features window select to install SmartList Builder using the Run from My Computer option When you install a new feature you won t reinstall features that have been installed previously Click Next Page 29 Select Features Select the features you would like to install y Gives you the ability to build your own SmartLis
101. ke these changes now Users will not be able to see the new SmartList object in SmartList until security has been granted to the new SmartList object Removing SmartLists You can use the SmartList Builder window to remove a SmartList You can only remove SmartLists that have been previously created with SmartList Builder To remove an existing SmartList 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Select the SmartList Type 3 Enter the SmartList ID or select the SmartList that you want to remove When an existing SmartList is removed from SmartList Builder the Q default version will be redisplayed in SmartList All favorites created for the modified SmartList will be deleted 4 Click Delete 5 Open the SmartLists window Microsoft Dynamics GP gt gt SmartList If the SmartList window is already open the SmartList will be automatically removed 6 Click Yes to remove the SmartList Modifying SmartLists You can use the SmartList Builder window to modify an existing SmartList You can modify any SmartList created through SmartList Builder as well as any of the default SmartLists from Dynamics GP Field Service Project Accounting Fixed Assets Manufacturing Human Resources and Analytical Accounting If you have any Extender windows attached to the default SmartLists these will be automatically added as separate tables Page 44 If y
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103. l Down Click the Drill Down button Select the Drill Down that you want to modify Click Edit Enter the new information for the Drill Down Click Save D P ab Removing Drill Downs You can use the Add Drill Down window to remove Drill Downs from the Excel Report To remove a Drill Down 1 Click the Drill Down button 2 Select the Drill Down that you want to remove 3 Click Remove Publishing Reports This module describes how to publish the setups in Excel Report Builder to create the Excel files Page 137 Publishing reports You can use the Publish Report window to publish the Excel Report to the Reports Library SharePoint or a file location To publish a report to the Reports Library 1 Click Publish ES Publish Report CES File Edit Tools Help Debug sa Fabrikam Inc 4 12 2017 Report Type Excel Report y Report ID WM LOT Jz Report Name Lot Numbers Publish To Reports Library y Product Microsoft Dynamics GP y Series v Data Connection Filename Lot Numbers v Create Excel report Filename Lot Numbers Permissions Publish Cancel Select Reports Library as the Publish To option Select the Product and Series that the report will be published under Enter the filename for the data connection If you want to create or update the Excel Report mark the Create Excel report checkbox and enter the filename 6 Click Publish St Ee Pe To publish a report to SharePoint 1 Click Publi
104. lder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to view the SQL Script for 3 Select the Display SQL menu item Options gt gt Display SQL List Type SmartList List Name Item Kits select from TWO13 1 V00104 T1 with nolock INNER JOIN TW013 1400101 T2 with nolock on T2 ITEMNMBR T1 ITEMNMBR INNER JOIN TW013 400101 T3 with nolock on T3 ITEMNMBR T1 CMPTITNM INNER JOIN TW013 1400102 T4 with nolock on T4 ITEMNMBR T2 ITEMNMBR INNER JOIN TW013 1 00102 T5 with nolock on TS ITEMNMBR T3 ITEMNMBR lt Display _ Fields C Calculated Fields Restrictions 4 Mark the checkboxes next to Fields Calculated Fields and Restrictions if you want to view those items in the SQL Script 5 Click OK Page 102 Preview Data You can use the Preview Data option to view the data that will be returned by the SmartList without having to update SmartList and view it there To Preview the data 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to view the SQL Script for 3 Select the Preview menu item Options gt gt Preview Data Item ty Available Component Item Qty Available Potential Kits Item Number Component Item Number 0 00000 36 00
105. lick the expansion button above the Fields scrolling window Page 123 Set Field Options Field Name Subtotal Display Name Subtotal Display Negative Values V Display as negative based on field Table Sales Transaction Work Field SOP Type Negative Values O Quote Si Return O Order O Back Order O Invoice O Fulfillment Order D Cancel 3 Click the Negative Values tab 4 Mark the Display as negative based on field checkbox The table and field lists will be enabled 5 Select the table and field to base the negative values upon Only list and checkbox fields will be displayed 6 Select the values of the field that will cause the field to be treated as negative To specify when numeric fields are treated as negative for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 124 Fields Account Amount Backout Freight Amount Backout Misc Amount Backout Tax Amount Backout Trade Discount Amount COD Amount Commission Amount Commission Sale Amount Denomination Exchange Rate Deposit Received Discount Available Amount ssc A s O A A Discount Available Freight KA Set Field Options Display Negative Values v Display as negative based on field Table Sales Transaction Work v Field SOP Type v Negative Values O Quote M Return O Order O Back Order O Invoice O Fulfillment Order Save Cancel 2
106. lues of the field that will cause the field to be treated as negative Date field options By default dates are displayed in a short date format You can use the Date Options window to change the display method of date fields You can also choose to hide empty dates In Microsoft Dynamics GP empty dates are saved as 1 1 1900 To set date field options 1 Select a date field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 77 Field Name Document Date Display Name Document Date Display Option Short Date C Display 1 1 1900 as blank 3 Select the date display option You can choose from Short Date Long Date Day Month Year Month Year or Day of Week A preview of the selected option will be displayed 4 If you want to hide empty dates mark the Display 1 1 1900 as blank checkbox 5 Click Save To set date field options for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Date Fields Actual Ship Date A Back Order Date Display Option Shot Date y Created Date aa Y Discount Date Y Document Date C Display 1 1 1900 as blank Due Date Y Exchange Date Y Fulfillment Date Y GL Posting Date Invoice Date Modified Date ral e das Mes 2 Mark the fields that you want to set the date options for Page 78 3 Select the date display option 4 If you want to hide empty dates mark the Display 1 1 1900 as bl
107. ly to personal information you may have provided to eOne in the context of other separately operated eOne products or services Contact information eOne welcomes your comments regarding this privacy statement If you believe that eOne has not adhered to this privacy statement please contact us by e mail at eonesupport eonesolutions com with the subject line SmartList Builder Help Privacy or via postal mail at the address provided below and we will use commercially reasonable efforts to promptly determine and remedy the problem eOne Solutions Documentation 2632 47th Street S Suite 111 Fargo ND 58104 USA Page 10 Copyright Notice Copyright Manual copyright O 2014 eOne Integrated Business Solutions All rights reserved Your right to copy this documentation is limited by copyright law and the terms of the software license agreement As the software licensee you may make a reasonable number of copies or printouts for your own use Making unauthorized copies adaptations compilations or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law Unless otherwise noted all names of companies products street addresses and persons contained herein are fictitious and are used solely to document the use of this product Trademarks All company or product names mentioned are trademarks or registered trademarks of eOne Integrated Business Solutions or of their respective holders
108. mail messages by adding the URL string as a hyperlink inside the e mail message To add adrill down to an e mail message using Microsoft Outlook 1 Create a new e mail message 2 Enter a string that you want to use as a prompt for the hyperlink 3 Select the string and click Insert gt gt Hyperlink 4 Enter the URL in the Address field 5 Click OK Adding Drill Downs to websites Drill downs can be added to a website by using the URL string inside a lt A HREF URL_String gt tag Adding Drill Downs to SQL Server Reporting Services Reports Drill downs can be added to SQL Server Reporting Services Reports Page 194 To add a drill down to a SQL Server Reporting Services Report 1 Create or open the report you want to add the Drill Down to using SQL Server Reporting Services 2 Add the URL for the Drill Down as a hyperlink Page 195 Table Finder This section describes how to create use the Table Finder tool to find a Dynamics GP table based on a field name field value or Dynamics GP window Finding tables The Table Finder can be opened from the Add Table window in SmartList Builder Excel Report Builder and Navigation List Builder It can also be opened from any Dynamics GP window There are 3 methods that can be used to find a table e Finding tables attached to a Dynamics GP window e Finding tables by field name e Finding tables by field value To open the Table Finder from the Add Table window 1 Open the Add Ta
109. me 1 Open the Table Finder 2 Select Field Name as the Find Mode Page 199 Find Mode Field Name Product Microsoft Dynamics GP Field Name Budget Amount Budget Summary Master Budget Transaction Amounts Work Budget Transaction History GL_Budget_SUM_MSTR_View 3 Select the Product that contains the table that you want to find 4 Enter the Field Name that you want to find 5 Click Search After a few moments the list of tables containing that field will be displayed Finding tables by field value You can use the Table Finder to display a list of tables that contain an entered field value To find a table based on afield value 1 Open the Table Finder 2 Select Field Value as the Find Mode Page 200 Son amp CM Transaction Year to Date Transaction Open RM Salesperson Master Payroll Master Payroll Address Master Payroll Master Dependent Payroll Master Education Payroll Tax Information Master Select the Product that contains the table that you want to find Select the Field Type Enter the Field Value that you want to find Click Search For large databases it may take some time to find all tables that contain the field value Page 201 Import and export This section describes how to import and export SmartLists Excel Reports Navigation Lists and Drill Downs Importing You can use the Import window to import all SmartList Builder objects from an XML file To import
110. n SmartLists Microsoft Excel Reports Navigation Lists and Drill Downs Overview The SmartList Builder product contains four different modules SmartList Builder Excel Report Builder Navigation List Builder and Drill Down Builder SmartList Builder SmartList Builder makes sure that you can access every piece of data ever entered into GP as well as from other SQL databases via SmartList Excel Report Builder Excel Report Builder has similar functionality to SmartList Builder but rather than generating a SmartList it generates and Excel Spreadsheet with a live connection back to the Microsoft Dynamics GP data Excel Report Builder allows you to give all access to any of your Microsoft Dynamics GP data to anyone in the organization via Excel without having to use a Microsoft Dynamics GP User License Navigation List Builder Navigation List Builder allows you to create new Navigation Lists in Microsoft Dynamics GP containing just the data that you need It has similar functionality to SmartList Builder as well The benefit of Navigation List Builder is that it can improve the efficiency of the Navigation Lists by restricting the data for each list Drill Down Builder Drill Down Builder completes the functionality of Excel Report Builder by letting you drill back to Microsoft Dynamics GP for the selected record in the spreadsheet It can also be used to interact with other applications such as Microsoft Outlook and Microsoft SQL Server R
111. n a field or clicking on a button Set a field value and run the field script Move the focus to a field moves the cursor to a field Run a macro runs a Microsoft Dynamics GP macro Wait for a few seconds pauses for a specified number of seconds Page 84 To add a task 1 Click Add Add Task Task Type Set a field value and run the field script v Field IL Temp Control Number Table Item Kit Master Value Item Number 2 Select the type of task 3 Enter the details for the task 4 Click Save If you are using macro tasks it is recommended that you only use one macro in each Go To to avoid conflicts Modifying tasks You can use the Add Go To Open Form window to modify tasks on an Open Form Go To To modify an existing task 1 Select the task that you want to modify from the Tasks list 2 Click Edit 3 Enter new information for the task 4 Click Save Removing tasks You can use the Add Go To Open Form window to remove tasks from an Open Form Go To To remove an existing task 1 Select the task that you want to remove from the Tasks list 2 Click Remove Page 85 Built in Go Tos This Go To type allows you to add any of the Go Tos that exist on the default SmartLists to a new SmartList Builder setup To add a Built in Go To 1 Click Go To 2 Click Add and select Built in to open the Add Built in Go To window m Add Built in GoTo DES File Edit Tools View Help Debug
112. namics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder Enter the ID of the Excel Report that you want to duplicate Select the Duplicate menu item Options gt gt Duplicate Page 142 Duplicate List Type Excel Report List ID RM_SALESPERSON List Name Salespeople New List Type Excel Report Y New List ID New List Name Duplicate Cancel 4 Select the type of list to copy 5 Enter the ID of the new Excel Report Navigation List or SmartList 6 Enter the name of the new Excel Report Navigation List or SmartList 7 Click Duplicate Display SQL You can display the SQL Script that is being used by the SmartList when it runs if needed This can be helpful in figuring out syntax errors or seeing how the tables are being joined To Display the SQL Script 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to view the SQL Script for 3 Select the Display SQL menu item Options gt gt Display SQL Page 143 List Type Excel Report List Name ltem Kits kelect from T4013 100104 T1 with nolock INNER JOIN TWO13 1 Y00101 T2 with nolock on T2 ITEMNMBR T1 ITEMNMBA INNER JOIN TWO13 1 V00101 T3 with nolock on T3 ITEMNMBR T1 CMPTITNM INNER JOIN TWO13 1 V00102 T4 with nolock on T4 ITEMNMBR T2 ITEMNMBR INNER JOIN TWO13 1V00102
113. new information for the window 4 Click Save To remove an existing link 1 Select the link that you want to remove from the Link Fields list 2 Click the Remove button above the Link Fields list Preview Pane Fields in the preview pane are organized into three columns By default all fields are added to the first column of the preview pane in the order that they were selected You can use the Preview Pane window to change the column and order of the fields displayed in the preview window To change the column of a field 1 Click Preview to open the Preview Pane window Page 159 D Preview Pane 0 Ea File Edit Tools View Options Help sa Fabrikam Inc 4 12 2017 Column 1 Column 2 Column 3 Dem Number Serial Number Item Description Location Code Senal Number Sold Vendor Number Date Received Change Column v Move Up Change Column v Move Up Change Column v Move Up Move Down Move Down Move Down ni OK 2 Select the field that you want to move to another column 3 Click the Change Column button and select the column that you want to move the field to To change the order of fields in a column 1 Click Preview to open the Preview Pane window 2 Select the field that you want to change the order of 3 Click Move Up or Move Down to change the order of the field Adding matched tables Matched tables are used to combine work open and history data To add a matched table 1 Open the table that you want to match f
114. ngle workbook When multiple companies have been selected you can consolidate the reports into a single workbook with a worksheet for each company To consolidate reports into a single workbook 1 Click the Options button 2 Mark the Multicompany report option and mark the companies that you want included in the Excel Report 3 Mark the Consolidate all reports into a single workbook option 4 Click Save Consolidating reports into a single worksheet When a report has been consolidated into a single workbook you can also choose to consolidate it into a single worksheet with all companies displayed in a single table To consolidate reports into a single worksheet 1 Click the Options button 2 Mark the Multicompany report option and mark the companies that you want included in the Excel Report 3 Mark the Consolidate all reports into a single workbook option Mark the Consolidate all reports into a single worksheet option 5 Click Save gt A Adding Summary Pages When a report is consolidated into a single workbook you can create a summary page for the Excel Report The summary page displays summary values for each company You cannot Page 134 create a summary page when a report has been consolidated into a single worksheet To add a summary page 1 2 DARY Click the Options button Mark the Multicompany report option and mark the companies that you want included in the Excel Report Mark the Consolidate
115. nolock on T2 ITEMNMBR T1 ITEMNMBR INNER JOIN TWO13 1 YV00101 T3 with nolock on T3 ITEMNMBR T1 CMPTITNM INNER JOIN TWO13 1 00102 T4 with nolock on T4 ITEMNMBR T2 ITEMNMBR INNER JOIN TWO13 1 V00102 T5 with nolock on T5 ITEMNMBR T3 ITEMNMBR Display _ Fields C Calculated Fields 1 Restrictions 4 Mark the checkboxes next to Fields Calculated Fields and Restrictions if you want to view those items in the SQL Script 5 Click OK Preview Data You can use the Preview Data option to view the data that will be returned by the SmartList without having to update SmartList and view it there To Preview the data 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Enter the ID of the SmartList that you want to view the SQL Script for 3 Select the Preview menu item Options gt gt Preview Data Page 186 Item Qty Available 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 0 00000 Component Item Qty Available 36 00000 0 00000 42 00000 36 00000 123 00000 267 00000 22 00000 0 00000 3490 00000 123 00000 0 00000 267 00000 3490 00000 Potential Kits 36 00000 0 00000 42 00000 36 00000 2 46000 5 34000 2 20000 0 00000 34 90000 12 30000 0 00000 26 70000 34 90000 Item Number HDWR DCD 0001 HDWR DCD 0001 HDWR DCD 00
116. nter new information for the task Click Save SE Removing tasks You can use the Open Form window to remove tasks from an Open Form action To remove an existing task 1 Select the task that you want to remove from the Tasks list 2 Click Remove Defined Actions Defined Actions runs a process that has been pre defined in Microsoft Dynamics GP or Extender To add a Defined Action 1 Click Actions to open the Actions window 2 Click Add Action and select Defined Action to open the Add Defined Action window 3 Enter the Description of the Action This description will be displayed as the text on the Action button Select the Group that the Action will be grouped under in the Action pane Select the Button Size and Priority Select the Product Series and Action Map the parameters of the action Click Save ONO A Page 182 Adding Parameters To add a parameter AN Click the Add button above the Parameters list Enter the name of the parameter Select the field from the Navigation List that you want to pass to the website Click Save Open Website Actions This Action type opens a website and passes parameters from the Navigation List to the website To add an Open Website Action 1 2 w Dm NOaSs Click Actions to open the Actions window Click Add Action and select Open Website to open the Open Website window Enter the description of the Action This description will be displayed as the text
117. o Table AM Customer MSTR d Link Method E quals y Link Fields Y Customer Number Customer Number C Save Cancel 2 Select the SmartList 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional data connection 1 Select Data Connection from the Add button above the Tables list to open the Add Data Connection window Page 56 Add Data Connection Product Microsoft Dynamics GP Series Sales Data Connection Customers Link To Table Customer Period Summary Link Method E quals Links Y Customer Number Customer Number Save Cancel 2 Select the Product Series and Data Connection 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the data connection are initialized with default settings To add an additional Extender resource 1 Select Extender Resource from the Add button above the Tables list to open the Add Extender Resource window
118. o remove tables from the Excel Report To remove a table 1 Select the table that you want to remove from the Tables list 2 Click the Remove button above the Tables list Field Options This module describes how to set the field options for string currency integer long integer and list fields It also walks through how to set the column order When you select a table from the Tables list the fields for that table are displayed in the Fields list You can set whether the field is available in the Excel Report and change the display name of the field String Field Options By default all string fields in an Excel Report have no formatting You can select the format of the string to control how it will be displayed in Excel To set string field options 1 Select a string field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 115 3 Select the string format This format defines how the string will be displayed in Excel 4 If the string format selected was Other Mask enter the string mask A string mask is used to add static characters to a string such as parentheses spaces or dashes A capital Xis used as a placeholder to represent alphanumeric characters that will appear in the string All other characters will be used to change the way the string is displayed after it has been entered 5 Click Save To set string field options for multiple fields 1 Select
119. odify from the Link Fields list 2 Click the Edit button above the Link Fields list 3 Enter new information for the window 4 Click Save To remove an existing link 1 Select the link that you want to remove from the Link Fields list 2 Click the Remove button above the Link Fields list Adding matched tables Matched tables are used to combine work open and history data To add a matched table 1 Open the table that you want to match from the Tables list 2 Click Edit 3 Click Matched Tables This button is only available after the table has been saved It is not available while you are adding a new table 4 Click the Add button above the Matched Tables list 5 Select the product series and table to match to the original table 6 Click Save 7 Match any unmatched fields If fields are not matched you will not be able to use those fields in your SmartList If there is no field in the table to match to you can Page 114 match a field to the Blank field 8 Enter a description of the matched table 9 Click OK Modifying tables You can use the Add Table Add SQL Table Add Data Connection and Add Extender Resource to update tables in the Excel Report To modify a table 1 Select the table that you want to modify from the Tables list 2 Click the Edit button above the Tables list 3 Enter the new information for the table 4 Click Save Removing tables You can use the Excel Report Builder window t
120. oice Date Back Order Date Return Date Requested Ship Date Fulfilment Date gt Display Defaut A Y A Y 4 lt lt al al al al 8 a a a a a a al 6 Open the SmartLists window If the SmartList window is already open the SmartList will be automatically replaced 7 Click Yes to update the SmartList To modify a SmartList Builder SmartList 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Select New as the SmartList Type Page 45 Enter the SmartList ID of the SmartList that you want to modify Enter the new information for the SmartList Click Save Open the SmartLists window If the SmartList window is already open the SmartList will be automatically refreshed 7 Click Yes to update the SmartList DARY Tables All SmartList Builder Lists are composed of at least one table The main table is the first table selected for the SmartList Builder List All additional tables are linked to this table either directly or indirectly through another table There are 6 types of tables that can be added to a SmartList Builder List Microsoft Dynamics GP tables SQL Server tables SQL Script tables SmartLists Data Connections and Extender Resources Microsoft Dynamics GP tables are defined in a Micr
121. ol specified in the operating system settings is displayed Display percentage symbol if marked a percentage symbol is added to the end of the number Display as account if marked the corresponding account number will be displayed instead of the numeric representation Display as note if marked the corresponding note will be displayed instead of the numeric representation Number of decimal places When the number should be treated as negative Displaying currency symbols You can use the numeric field options window to select to display the currency symbol for a numeric field To display a currency symbol 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 164 Show Currency Symbol C Show Percentage Symbol C Note Index Show Note _ Account Index Show Account Number 3 If you want to display the field as a currency mark the Show Currency Symbol checkbox 4 Click Save To display a currency symbol for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 165 Set Field Options 4 Fields 5 Display Negative Values Decimal Places Y Acquisition Cost A V Assessed Value Y Current Maintenance Amount y Show Currency Symbol Y Depreciated Reproduction Cost Show Percentage Symbol V Exclusion Amount V Insur
122. omprison Value Customer Number is equal to Customer Add Edit Remove Maximum Records 1 000 Search Type Match All v I4 4 bl by Drill Down ID v Select the Product and SmartList that the Drill Down will open Add Parameters for the Drill Down Add Search Parameters to the Drill Down Click Save To add an Extender Drill Down 1 w D Jo om P Open the Drill Down Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Drill Down Builder Enter the Drill Down ID Enter the Description of the Drill Down Spaces and invalid characters will be removed Select Extender as the Drill Down Type Select the Extender Type and Extender Resource that the Drill Down will open Add Parameters for the Drill Down Add Actions to the Drill Down Click Save Page 190 Parameters Parameters are used to pass values from the drill down URL to the actions performed by the drill down To set the value of a field on a Dynamics GP form you must have at least one parameter To add a parameter 1 Click Add button above the Parameter list Add Parameter Parameter Name item Field Type String yv 3 Cancel 2 Enter the Parameter Name Spaces and invalid characters will be removed 3 Select the Field Type for the parameter 4 Click Save To modify a parameter 1 Select the parameter that you want to modify in the Parameters list 2 Click the Edit button above the Parameters list 3 Enter n
123. ormation for the table 1 2 3 4 Click Save Page 161 Removing tables You can use the Navigation List Builder window to remove tables from the Navigation List To remove a table 1 Select the table that you want to remove from the Tables list 2 Click the Remove button above the Tables list Q You cannot remove tables that have been linked to other tables Field Options This module describes how to set the field options for string currency integer long integer date and list fields It also walks through how to set the column order When you select a table from the Tables list the fields for that table are displayed in the Fields list You can set whether the field is available in the Navigation List whether it is displayed in the default Navigation List or the Preview and change the display name of the field String Field Options By default all string fields in a Navigation List have no formatting You can select the format of the string to control how it will be displayed in the Navigation List To set string field options 1 Select a string field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Set Field Options Field Name Phone 1 Display Name Phone 1 String Format Phone Number v Strir 1 Mask Page 162 3 Select the string format This format defines how the string will be displayed in the Navigation List 4 If the string format selected w
124. orms and Detail Forms that have been defined in Extender When you select an Extender Resource information such as the display names of the fields decimal places for numeric fields and list items for list fields are automatically defaulted Page 106 If Microsoft Dynamics GP tables SQL Server tables and Extender Resources are added to the report the report must be published by a user with SQL administrator privileges All users can publish reports that contain only data connections To add a Microsoft Dynamics GP table as the main table 1 Select Microsoft Dynamics GP Table from the Add button above the Tables list to open the Add Table window Add Table Product Microsoft Dynamics GP Y Series Sales y Table RM Customer MSTR v 4 Matched Tables Cancel 2 Select the Product Series and Table 3 Click Save lt will take a few seconds while the fields for the table are initialized with default settings To add a SQL Server table as the main table 1 Select SQL Server Table from the Add button above the Tables list to open the Add SQL Table window Add SQL Table Databases O Tables Views TWO RM00101 RM00102 RM00103 Save Cancel 2 Select the Database and Table Select the Views option to display views contained Page 107 in the selected Database 3 If the table or view that you have selected is contained in more than one Microsoft Dynamics GP company database you can mark the Use Company Database checkbox W
125. osoft Dynamics GP dictionary This includes third party dictionaries as well as the main Microsoft Dynamics GP application dictionary When you select a Microsoft Dynamics GP table the metadata contained in the dictionary can be accessed Information such as the display names of the table and fields and list items for list fields are automatically defaulted A SQL Server table is any table or view that is contained in your Microsoft Dynamics GP SQL Server database or any SQL Server database that is linked to your Microsoft Dynamics GP database This feature should be used to access tables that are not contained in a Microsoft Dynamics GP table You can also use SQL Server views to create complex joins and queries that you cannot create with SmartList Builder Since there is no metadata for SQL Server tables display names and list items are not defaulted A SQL Script table is a SQL select script that can be run against the current Dynamics GP company database Like SQL Server tables this feature can be used to access tables that are not contained in a Microsoft Dynamics GP table and create complex joins and queries that you cannot create with SmartList Builder Since there is no metadata for SQL Script tables display names and list items are not defaulted A SmartList is an existing Dynamics GP SmartList When a SmartList table is selected all fields from that SmartList will added into the SmartList SmartLists from Dynamics GP Field Service Proj
126. ou have Analytical Accounting installed Analytical Accounting nodes will be added as separate tables to the Account Customer Vendor Item Employee and Fixed Asset SmartLists To modify a Dynamics GP SmartList 1 Open the SmartList Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt SmartList Builder 2 Select Existing as the SmartList Type 3 Select the SmartList that you want to modify 4 Enter the new information for the SmartList Click Save a bed DX EN 2 SmartList Builder TWO sa Y B me U e EM Save Clear Delete Columns GoTo Restrictions Calculations Options View File Print Tools Help Add aP vv b 4 Note Actions Options View File Tools Help SmartList Type Existing Product Microsoft Dynamics GP v SmartList ID Sales Transactions Series Sales wi SmartList Name Sales Transactions Item Name Sales Transactions w Tables 4 FJ Sales Transactions w All Sales Transactions Fields by Field Position Field Name SOP Type SOP Number Document Status Original Type Original Number Document ID Document Date GL Posting Date Quote Date Quote Expiration Date Order Date Invoice Date Back Order Date Return Date Requested Ship Date Fulfillment Date Display Name SOP Type SOP Number Document Status Original Type Original Number Document ID Document Date GL Posting Date Quote Date Quote Expiration Date Order Date Inv
127. ou want to set 2 Click Edit to open the Add Parameter window Parameter Name 3 Select the Table that contains the field that will be used as the parameter Page 90 4 Select the Field that will be used to set the value of the parameter 5 Click Save Open Extender Resource Go Tos This Go To type opens an Extender Form or Detail Form setting the ID fields on the Extender resource with fields from the SmartList This Go To type is only available if Extender is installed To add an Open Extender Resource Go To 1 Click Go To to open the Go To window 2 Click Add and select Open Extender Resource to open the Add Go To Open Extender Resource window 3 Enter the name for the Go To Select the Resource type 5 If you want to open the Extender resource to a record mark the Set the value of the ID field checkbox Select the Table and Field for the ID field 6 Click Save gt Run Drill Down Go Tos This Go To type runs a Drill Down Builder drill down passing parameters from the SmartList to the Drill Down To add a Run Drill Down Go To 1 Click Go To to open the Go To window Click Add and select Run Drill Down to open the Add Go To Run Drill Down window Enter the name for the Go To Select the Drill Down Map the parameters for the Drill Down Click Save N oak w amp To map a parameter Select the parameter that you want to map Click Edit Select the Table and Field that you want to map to th
128. ough the installation Computing space requirements 100 Ou CH D 3 Select the location where your Microsoft Dynamics GP program is installed using the Browse button Page 23 Select Installation Folder This is the folder where SmartList Builder will be installed To install in this folder click Next To install to a different folder enter it below or dick Browse Folder c Program Files x86 Microsoft Dynamics GP2013 4 Click on the Next button to continue 5 Click on the Install button to begin the installation The Setup Wizard is ready to begin the SmartList Builder installation Click Install to begin the installation If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Page 24 6 The SmartList Builder Installation will run lt may take a few minutes for this to complete Please wait while the Setup Wizard installs SmartList Builder This may take several minutes Status 7 Click on the Finish button to complete the installation Page 25 y SmartList Builder Setup Completing the SmartList Builder Setup Wizard Click the Finish button to exit the Setup Wizard DI gt f T 8 Launch Microsoft Dynamics GP 9 Click on the Yes button to include the SmartList Builder code into your Microsoft Dynamics GP workstation application If you click on
129. ove a Navigation List You can only remove Navigation Lists that have been previously created with Navigation List Builder To remove an existing Navigation List 1 Open the Navigation List Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Navigation List Builder 2 Enter the List ID of the Navigation List that you want to remove 3 Click Delete Tables All Navigation Lists are composed of at least one table The main table is the first table selected for the Navigation List All additional tables are linked to this table either directly or indirectly through another table There are three types of tables that can be added to a Navigation List Microsoft Dynamics GP tables SQL Server tables and Extender Resources Microsoft Dynamics GP tables are defined in a Microsoft Dynamics GP dictionary This includes third party dictionaries as well as the main Microsoft Dynamics GP application dictionary When you select a Microsoft Dynamics GP table the metadata contained in the dictionary can be accessed Information such as the display names of the table and fields and list items for list fields are automatically defaulted A SQL Server table is any table or view that is contained in your Microsoft Dynamics GP SQL Server database or any SQL Server database that is linked to your Microsoft Dynamics GP database This feature should be used to access tables that are not contained in a Microsoft Dynamics GP tabl
130. ows available to Limited user types Page 209 Series System O O O O oO Oo 0 0 0 Copy List Display SQL Excel Group Report Builder Excel Group Report Lookup Excel Report Lookup Preview Publish Report Resource Lookup Table Details Table Finder 2 items Page 210 Security Task Setup TWO sa Na Ge Hox gt aw 107 Save Clear Delete Copy File Print Tools Help Add k b Note Actions File Tools Help Task ID EXCEL REPORT BUILDER PP Category System w Task Name Excel Report Builder Task Description Excel Report Builder Product SmartList Builder y Type Windows v Series System y Access List Mark All Unmark All C Display Selected Items E a About SmartList Builder Add Defined Action Background Check List Items Copy List Create Extender Navigation List Create Views and Stored Procedures Data Connection Security Display SQL Drill Down Builder Drill Down Lookup Duplicate Excel Group Report Builder Excel Group Report Lookup Excel Report Lookup Export Lists Import Lists Navigation List Lookup Preview Process Queue Progress Publish Report Refresh Cache Resource Lookup SmartList Builder Progress SmartList Lookup SQL Table Security Table Details Table Finder Table Finder x SSS 0008 0800800088 8000800080008 Print Operation Access l4 4 gt bl Denotes windows availabl
131. pe Tene 5 Back Order 6 Fulfillment Order lt gt o ze Corea 2 If there are list fields that have the same name as the current list field only these list fields will be displayed Otherwise all list fields from all Excel Report objects will be listed 3 Select a field from the List Fields list The list items for the selected list will be displayed 4 Click the Select button to copy the list items When you copy list items to a list all existing list items for the list will be overwritten Removing list items You can use the List Options window to remove list items To remove list items 1 Select the list item that you want to remove 2 Click the Delete Row button above the List Items scrolling window Page 127 Restrictions This module describes how restrictions can be added to an Excel Report to restrict the information that can be shown in the Excel Report You can add an unlimited number of restrictions Adding Restrictions You can use the Restrictions window to add restrictions to an Excel Report To add arestriction 1 Click the Restrictions button to open the Restrictions window Ce Restrictions File Edit Tools View Options Help Report Name Lot Numbers Restrictions Field Restriction Inactive is equal to e sa Fabrikam Inc 4 12 2017 Value OK 2 Click the Add button above the Restrictions list to open the Add Restriction window Page 128 Add Restriction Ta
132. prior operation Multiple companies may be selected CO divi Fabrikam Inc 44 no a s g Company needs one or more products to be installed e Select All Clear All lt Back 14 You will receive a Confirmation window to verify the companies to be updated for SmartList Builder If it is correct click Finish Page 33 Confirmation Ready to begin A You have made the following selections UPGRADE Company Dptions Upgrade the following companies Fabrikam Inc SOL Server Information Name EONE SSGL2012 Version Microsoft SOL Server 2012 11 0 2100 60 x64 F lt Back Cancel 15 The Server Installation Progress window will appear again and show the progress of the update for each company Server Installation Progress Updating database TWO Remove Prior Version Objects Load New Object Updates Load New Tables Load New Indexes Load Table Auto Procs Load Required Data Convert Existing Data Load Post Conversion Objects Load Additional Required Data Load Stubs 16 Once the update is complete the Additional Tasks window opens From here you can Launch Microsoft Dynamics GP or Exit Utilities Page 34 Additional Tasks Select the task you want to complete and then choose Process W hen you have completed all the tasks choose Exit to close Microsoft Dynamics GP Utili
133. r Resource windows to update tables in the SmartList To modify a table 1 2 3 4 Select the table that you want to modify from the Tables list Click the Edit button above the Tables list Enter the new information for the table Click Save Page 60 Q The first table of an Existing SmartList cannot be modified Removing tables You can use the SmartList Builder window to remove tables from the SmartList To remove a table 1 Select the table that you want to remove from the Tables list 2 Click the Remove button above the Tables list You cannot remove tables that have been linked to other tables You cannot remove the first table of an existing SmartList Field Options This module describes how to set the field options for string currency integer long integer date and list fields It also walks through how to set the column order When you select a table from the Tables list the fields for that table are displayed in the Fields list You can set whether the field is available in SmartList whether it is displayed in the default SmartList and change the display name of the field When a field is added to the default SmartList the columns will be displayed in the order that they were added The default column order can be changed on the Columns window String Field Options By default all string fields in a SmartList have no formatting You can select the format of the string to control how it will be di
134. r and Drill Down Builder are not available on the Web Client Prerequisites Installing SmartList Builder 2013 on Microsoft Dynamics GP requires that the Microsoft Dynamics GP version 12 00 1482 or higher for all of the features to work This version is available in Service Pack 2 KB2864518 or newer Service Pack Hotfix or Compliance Update Patch release for Microsoft Dynamics GP 2013 SmartList Builder 2013 will work on Microsoft Dynamics GP installs on a build lower than 12 00 1482 but features such as the New and Modify options in SmartList are not present If you are using SmartView with Microsoft Dynamics GP 2013 in conjunction with SmartList Builder build 55 or higher you need to ensure you are on SmartView Internal build 23 or higher and or External build 21 higher If you are using Microsoft Dynamics GP 2013 R2 12 00 1745 you will need to be on SmartList Builder build 68 or higher for it to be compatible If you are using a Microsoft Dynamics GP 2013 build before R2 12 00 1744 or lower you will need to be on SmartList Builder build 67 or lower Page 17 Installation To install SmartList Builder 1 Start the SmartList Builder Installation by running the SmartListBuilder12 msi SmartList Builder Setup Welcome to the SmartList Builder Setup Wizard Please wait while the Setup Wizard prepares to guide you through the installation Computing space requirements 3 Select the location whe
135. r needs to finish installing This may take a few A minutes 29 Click OK At this point it will create the SmartList Builder SQL Objects needed for all companies 30 Complete the installation process by enter registration keys Section 5 outlines this process Steps 19 27 will need to be completed on each workstation that is Q running Microsoft Dynamics GP to update the SmartList Builder application files Page 39 Page 40 Registration Once SmartList Builder is completely installed updated in Microsoft Dynamics GP 2013 registration keys will need to be entered To register SmartList Builder 1 Open the SmartList Builder Registration window Microsoft Dynamics GP Tools SmartList Builder Register SmartList Builder 2 Enter your supplied Registration Key a SmartList Builder Registration O ER File Edit Tools Help Debug sa Fabrikam Inc 4 12 2017 Site Name Two Inc Registration Key Save Cancel 3 Click on the Save button Page 41 SmartList Builder This section describes how to create new SmartList using SmartList Builder The information is divided into the following modules e SmartLists describes how to create and maintain SmartLists e Field Options describes the display options that can be set for a SmartList field e Go Tos describes how to create links from your SmartLists back into Microsoft Dynamics GP Restrictions describes how to place fixed restrictions on a Smar
136. rcentage symbol at the end of a numeric field To display a percentage symbol 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 117 Y Show Percentage Symbol C Note Index Show Note _ Account Index Show Account Number 3 If you want to display the field as a percentage mark the Show Percentage Symbol checkbox 4 Click Save To display a percentage symbol for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 118 Set Field Options 4 Fields Display Negative Values Ai d Commission Percent V Standard Commission Percent v Show Percentage Symbol Note Index Show Note Account Index Show Account Number Save Cancel 2 Mark the fields that you want to display the percentage symbol for 3 Mark the Show Percentage Symbol checkbox 4 Click Save Displaying numbers as accounts You can use the numeric field options window to select to display a numeric field as an account To display an account number 1 Select an integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 119 Field Name RM Cash Account Index Display Name RM Cash Account Index NEGSIVEY a UeES _ Show Percentage Symbol C Note Index Show Note
137. rder processor rpt_payroll V rpt_power user rot production manager Mark All Unmark All Default 2 Mark the roles that you want to have access to the report 3 Click OK To set default permissions 1 Open the Default Permissions window Microsoft Dynamics GP Tools SmartList Builder Excel Report Builder Default Permissions Page 141 Default Permissions Database roles V rpt_accounting manager rpt_accounts payable coordinator rpt_accounts receivable coordinator V rpt_bookkeeper V rpt_certified accountant rpt_collections manager rpt_customer service rep rpt_dispatcher rpt_human resource administrator rpt_materials manager V rpt_operations manager rpt_order processor rpt_payroll rpt_power user rot production manager Mark All Unmark All 0 OK 2 Mark the roles that you want to have permission by default to Excel Reports 3 Click OK Excel Report Options This module describes how to duplicate Excel Reports Display the SQL Script being used Preview the data and create Groups Duplicating Excel Reports You can use the duplicate functionality to copy an Excel Report to another Excel Report a Navigation List or to a SmartList To duplicate an Excel Report 1 Open the Excel Report Builder window Microsoft Dy
138. re your Microsoft Dynamics GP program is installed using the Browse button Page 18 Select Installation Folder This is the folder where SmartList Builder will be installed To install in this folder click Next To install to a different folder enter it below or dick Browse Folder c Program Files x86 Microsoft Dynamics GP2013 4 Click on the Next button to continue 5 Click on the Install button to begin the installation The Setup Wizard is ready to begin the SmartList Builder installation Click Install to begin the installation If you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Page 19 6 The SmartList Builder Installation will run lt may take a few minutes for this to complete Please wait while the Setup Wizard installs SmartList Builder This may take several minutes Status 7 Click on the Finish button to complete the installation Page 20 y SmartList Builder Setup Completing the SmartList Builder Setup Wizard Click the Finish button to exit the Setup Wizard DI gt f T 8 Launch Microsoft Dynamics GP 9 Click on the Yes button to include the SmartList Builder code into your Microsoft Dynamics GP workstation application If you click on the No button you will not be able to access the SmartList Builder application Dexterity Runtime New code
139. reate a Go To that runs a procedure Create SmartLists with SQL Tables Enter Calculated Fields Update SmartList View SmartLists with SQL Tables OD 00 0 0 0 0 Page 207 si Security Task Setup TWO sa la WOK as 107 Save Clear Delete Copy File Print Tools Help Add be S Y Note Actions File Tools Help Task ID SMARTLIST BUILDER 3 Category System v Task Name SmartList Builder Task Description SmartList Builder Product SmartList Builder Type SmartList Builder Permissions Series SmartList Builder Access List Mark All Unmark All Display Selected ltems Operations Create a Go To that opens a Dynamics GP form Create a Go To that opens a file Create a Go To that opens a website Create a Go To that opens another SmartList Create a Go To that runs a procedure Create SmartLists with SQL Tables Enter Calculated Fields Update SmartList View SmartLists with SQL Tables lt q aq a a a q a al a Print Operation Access 4 4 gt bl Denotes windows available to Limited user types To assign SmartList Builder security 1 Open the Security Task Setup window Microsoft Dynamics GP gt gt Tools gt gt Setup gt gt System gt gt Security Tasks Enter a Task ID Task Name Task Description and Category Select SmartList Builder as the Product and Windows SmartList Builder Permissions as the Type and Project Sy
140. rolling window 2 Click the expansion button above the Fields scrolling window Page 121 Field Name Display Name NEGSIVE Ny aueS __ Show Percentage Symbol Y Note Index Show Note Account Index Show Account Number 3 If you want to display the associated note instead of the numeric representation of the note mark the Note Index Show Note checkbox When you mark the Note Index Show Note checkbox all other options are disabled 4 Click Save To display a note for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 122 Set Field Options Display Negative Values KA Fields Credit Limit Amount A Credit Limit Period Amount Finance Charge Dollar Max Writeoff Amount Minimum Payment Dollar Non Commissioned Sales Last Y Note Index Show Note _ Account Index Show Account Number Non Commissioned Sales To D Note Index Note Index lt Q s Total Commissions Last Year Total Commissions To Date e Save Cancel 2 Mark the fields that you want to display the account for 3 Mark the Note Index Show Note checkbox 4 Click Save Setting negative options You can use the numeric field options window to select when the number should be negative To specify when numeric fields are treated as negative 1 Select a currency integer or long integer field from the Fields scrolling window 2 C
141. rom the Tables list 2 Click Edit 3 Click Matched Tables This button is only available after the table has been saved It is not available while you are adding a new table Page 160 Matched Tables w All Fields History Matched To TRX ID BM Trx Status Batch Source Batch Number Batch ID Note Index Completion Date TRX Start Date TRX Date Posting Date Reference Blank Note Index ECCI CLC CICK LC LCS lt Cancel gt Match any unmatched fields If fields are not matched you will not be able to use those fields in your SmartList If there is no field in the table to match to you can Main Table Assembly Transaction Table Description Work Matched Tables TS Assembly Transaction History Field Name TRX ID Status Batch Source Batch ID Batch ID Note Index Completion Date Start Date Document Date Posting Date Reference Quantity Shortage Status Note Index Table Description e 4 Click the Add button above the Matched Tables list 5 Select the product series and table to match to the original table 6 Click Save 7 match a field to the Blank field 8 Enter a description of the matched table 9 Click OK Modifying tables You can use the Add Table Add SQL Table and Add Extender Resource windows to update tables in the Navigation List To modify a table Select the table that you want to modify from the Tables list Click the Edit button above the Tables list Enter the new inf
142. s Series System o Background Copy List Display SQL Preview Process Queue Resource Lookup SmartList Builder Progress SmartList Lookup Table Details Table Finder 2 items Upgrade Modified SmartLists D Oo 0 Oo 0 OO DO 0 Page 205 SmartList Builder Windows Access List C Display Selected Items Add Defined Action Background Check List Items Copy List Create Extender Navigation List Create Views and Stored Procedures Data Connection Security Display SQL Drill Down Builder Drill Down Lookup Duplicate Excel Group Report Builder Excel Group Report Lookup Excel Report Lookup Export Lists Import Lists Navigation List Lookup Preview Process Queue Progress Publish Report Refresh Cache Resource Lookup SmartList Builder Progress SmartList Lookup SQL Table Security Table Details Table Finder Table Finder Print Operation Access lia 4 gt bl Denotes windows available to Limited user types Page 206 Beyond the Window permissions there are SmartList Builder Permissions that need to be granted as well These SmartList Builder Permissions can be granted in the Microsoft Dynamics GP Security Task as well e Product SmartList Builder e Type SmartList Builder Permissions e Series SmartList Builder o Create a Go To that opens a Dynamics GP form Create a Go To that opens a file Create a Go To that opens a website Create a Go To that opens another SmartList C
143. s You can use the Go To window to remove Go Tos from a SmartList To remove an existing Go To 1 Select the Go To that you want to remove from the Go To list 2 Click Remove Default Go Tos The default Go To can be quickly accessed by double clicking on the SmartList record Use the Go To window to select the default Go To To set the default Go To 1 Click Go To 2 Select the default Go To 3 Click OK Open Form Go Tos You can use Open Form Go Tos to create a Go To to open a form and set the value of a few fields To add an Open Form Go To 1 Click Go To to open the Go To window 2 Click Add and select Open Form to open the Add Go To window Page 83 app Description Product Series Form Tasks Task Type Set a field value andr L Temp Control N a gt e Add Go To Open Form Item Maintenance Microsoft Dynamics GP Inventory Item Maintenance Field Enter the description of the Go To Select the Product Series and Form to open for the Go To Add Tasks for the Go To Click Save Adding tasks Tasks are things that happen after the selected form has been opened There are six task types that can be used Set the value of a field sets the value of a field on the form to a value in the SmartList Value Item Number Save Add Edit Remove Move Up Move Down Cancel Run a field script runs any scripts that would normally run when changing a value o
144. s to Excel Reports e Excel Report Options describes the additional options available in Excel Report Builder Excel Reports This module describes how to create update and remove Excel Reports using Excel Report Builder Adding Excel Reports You can use the Excel Report Builder window to create new Excel Reports To add an Excel Report 1 Open the Excel Report Builder window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder Page 104 a i Xx E Excel Report Builder TWO sa Y B E gt wi er w All Item Lot Number Master Fields by Field Position I4 4 gt gt i Report ID Enter the Report ID Save Clear Delete Publish Restrictions Calculations Options View File Help Add v vv ba vv Note Actions Options View File Help Report ID IW_LOT D E Report Type vi Report Name View Name E Item Lot Number Master Field Name Display Name gt Display E a E Item Master Item Number ltem Number v A FE Item Lot Category Setup Location Code Site ID Y E Site Setup Date Received Date Received v PM Vendor Master File Date SEQ Number Date SEQ Number O Lot Number Lot Number Y QTY Received Quantity Received v QTY Sold Quantity Sold Y QTY Allocated Quantity Allocated Y Unit Cost Unit Cost Y Receipt SEQ Number Receipt SEQ Number 0 Vendor Number Vendor ID v Lot Number
145. s v Link Fields Y CUSTNMBR Customer Number Save Cancel 2 Select the Database and Table Select the Views option to display views contained in the selected Database 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save It will take a few seconds while the fields for the table are initialized with default settings To add an additional SQL Script table 1 Select SQL Script from the Add button above the Tables list to open the Add SQL Table window Page 54 SOL Script Add SQL Script select from RM00101 Link To Table Link Method Link Fields CUSTNMBR Customer Period Summary Equals y Customer Number 2 Enter the SQL select statement for the table 3 Select the table that you want to link to 4 Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table 5 Select fields to link the tables with 6 Click Save lt will take a few seconds while the fields for the table are initialized with default settings To add an additional SmartList table 1 Select SmartList from the Add button above the Tables list to open the Add SmartList window Cancel Page 55 Add SmartList SmartList Customers w Link T
146. sh Page 138 cor HI Report Type Report ID Report Name Publish To Product Series Data Connection Filename Library Filename Library Permissions File Edit Tools Help Excel Report _LOT Lot Numbers SharePoint Publish Report v v Microsoft Dynamics GP Inventory Lot Numbers Create Excel report Lot Numbers EN sa Fabrikam Inc 4 12 2017 Publish Cancel af OM 6 Click Publish To publish a report to a file location 1 Click Publish Select SharePoint as the Publish To option Select the Product and Series that the report will be published under Enter the filename and SharePoint Library for the data connection If you want to create or update the Excel Report mark the Create Excel report checkbox and enter the filename and SharePoint Library Page 139 Report Type Report ID Report Name Publish To Data Connection Filename Location Filename Location Permissions File Edit Tools Help Excel Report I _LOT Lot Numbers File Lot Numbers V Create Excel report Lot Numbers Publish Report 2 Select File as the Publish To option w Enter the filename and location for the data connection CEN sa Fabrikam Inc 4 12 2017 Cancel 4 If you want to create or update the Excel Report mark the Create Excel report checkbox and enter the filename and location 5 Click Publish Bulk Deployment You can
147. splayed in SmartList To set string field options 1 Select a string field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 61 Field Name Display Name String Format String Mask Set Field Options Phone 1 Phone 1 Phone Number v Save Cancel 3 Select the string format This format defines how the string will be displayed in the SmartList 4 Ifthe string format selected was Other Mask enter the string mask A string mask is used to add static characters to a string such as parentheses spaces or dashes A capital X is used as a placeholder to represent alphanumeric characters that will appear in the string All other characters will be used to change the way the string is displayed after it has been entered 5 Click Save To set string field options for multiple fields 1 Select Options gt gt Edit Field Settings gt gt String Fields Fields Address 1 Address 2 E Address 3 Address Code Address Code Approved By Bank Branch Bank Name Set Field Options KA A String Format None v String Mas Change Order Description Change Order Number Checkbook ID City O a aa ae a e Save Cancel 2 Mark the fields that you want to set field options for Page 62 3 4 5 Select the string format This format defines how the string will be displayed in the SmartList If the string format selected was Other
148. stem SmartList Builder as the Series Mark the operations that you want to grant access to for the selected security task Click Save to save the security task Assign the security task to the roles that you want to have access to the operations Page 208 Excel Report Builder Security All Excel Report Builder windows are denied access by default To use Excel Report Builder the user must be in a POWERUSER role or be granted access to the following windows in a Microsoft Dynamics GP Security Task e Product SmartList Builder e Type Windows e Series Project o Bulk Deploy Excel Reports o Default Permissions o Excel Report Builder o Set Field Options 3 windows Security Task Setup TWO sa ea OX hae 107 Display Selected Items Save Clear Delete Copy File Print Tools Help Add hi z Y Note Actions File Tools Help Task ID EXCEL REPORT BUILDER i Category System Y Task Name Excel Report Builder Task Description Excel Report Builder Product SmartList Builder D Type Windows y Series Project y mescola Mark All Unmark Al Operations Bulk Deploy Default Permissions Excel Report Builder Go To Navigation List Builder Refresh Lists Refresh Lists V Set Field Options v Set Field Options V Set Field Options P SmartList Builder p lt a al Print Operation Access 4 4 gt bl Denotes wind
149. t A objects 2 Not Available C Program Files x86 Microsoft Dynamics GP2013 Browse Install Location 5 In the Install Program window click Install Install Program You can begin the installation Click Install to install Click Back to review or change settings Click Cancel to exit 6 The Installation Progress window opens so that you can view the status of the install Page 30 Microsoft Dynamics GP 2013 x Installation Progress Preparing Windows Installer y Cancel 7 Inthe Installation Complete window click Exit to finish the install Microsoft Dynamics GP 2013 ES Installation Complete The installation is complete y Exit 8 Start Microsoft Dynamics GP 2013 Utilities Choose Start All Programs Microsoft Dynamics GP 2013 GP Utilities To run Microsoft Dynamics GP Utilities the appropriate user permissions are needed Generally this requires the user to be a Q part of the Administrators group in Windows If the User Account Control UAC enabled you may be prompted to run Utilities as an Administrative user 9 Log into Microsoft Dynamics GP 2013 Utilities as the sa user or another GP user Page 31 with administrative privileges in Microsoft SQL Server 10 The Welcome To Microsoft Dynamics GP Utilities window appears Click Next Welcome To Microsoft Dynamics GP Utilities Welcome to Microsoft Dynamics GP Utilities Use this
150. t Budget Amount Historical Rate v Note Index V Note Index Variance Y Note Index Show Note Account Index Show Account Number e Save Cancel 2 Mark the fields that you want to display the account for 3 Mark the Note Index Show Note checkbox 4 Click Save Setting decimal places You can use the numeric field options window to select the number of decimal places To select the number of decimal places 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 73 Set Field Options Field Name Standard Cost Display Name Standard Cost Display Decimal Places Negative Values Method Constant d Number of Decimal Places 2 v Table Field GS 3 Click the Decimal Places tab 4 Select the method to determine the number of decimal places Constant or Base on field 5 If you have selected Constant as the decimal places method select the number of decimal places 6 If you have selected Base on field as the method select the table and field to base the number of decimal places on 7 Click Save To select the number of decimal places for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 74 Set Field Options 4 Fields Credit Limit Dollar A Current Cost Date SEQ Number Method Constant v Lot Split Quanti
151. t Operation Access 4 4 gt bl Denotes windows available to Limited user types To assign Drill Down Builder security 1 Open the Security Task Setup window Microsoft Dynamics GP gt gt Tools gt gt Setup gt gt System gt gt Security Tasks Enter a Task ID Task Name Task Description and Category Select SmartList Builder as the Product and Windows as the Type and System as the Series Mark the operations that you want to grant access to for the selected security task Click Save to save the security task Assign the security task to the roles that you want to have access to the operations Page 217 Other Builder Security There are windows outside of those listed under SmartList Builder Excel Report Builder Navigation List Builder and Drill Down Builder that can be granted access to as well Generally they will be given to an admin type user Under the Project series it is the 2 Refresh Lists items Under the System series it is the following About SmartList Builder Check List Items Copy List Create Views and Stored Procedures Data Connection Security Duplicate Export Lists Import Lists Refresh Cache Data Connection Security Security must be granted to a data connection before it can be used in SmartList Builder Excel Report Builder or Navigation List Builder To grant access to a data connection 1 Open the Data Connection Security window Microsoft Dynamics GP gt
152. tList Calculated Fields describes how to add calculated fields to a SmartList e Summary and Multicompany SmartLists describes how to create SmartLists to display summarized data from Microsoft Dynamics GP SmartList Options describes the additional options available in SmartList Builder SmartLists This module describes how to create update and remove SmartLists using SmartList Builder Adding SmartLists You can use the SmartList Builder window to create new SmartLists To add a new SmartList 1 Open the SmartList Builder window Microsoft Dynamics GP Tools SmartList Builder SmartList Builder Page 42 gt ES SmartList Builder TWO sa Hox GAY B 2913107 Save Clear Delete Columns GoTo Restrictions Calculations Options View File Print Tools Help Add X X X X Y Note Actions Options View File Tools Help SmartList Type New Product Microsoft Dynamics GP SmartList ID GL_BDGTYSACTUAL D i Series Financial SmartList Name Item Name Budget vs Actual v Tables w All Budget Summary Master Fields by Field Position EX Budget Summary Master Field Name Display Name gt Display Default E a SQL SQL Script Budget ID Budget ID Y Y aj i Budget Master Account Number Account Geoment P Account Number Account Gemen O O Account Master Account NumberAccount_Segment_P Account NumberAccount_Segmen DR i fg Calculated Fields Account Number Account Segment P Account
153. ters not being passed correctly Refresh list items doesn t work for modified lists Refresh list items doesn t work for SQL scripts Refresh list items doesn t set physical names for SmartView SmartList Builder detecting changes without making changes Problem Reports Fixed in Build 12 00 0070 12 00 0075 Multi company lists with GoTos in SmartView Performance on SmartLists with currency fields Problem Reports Fixed in Build 12 00 0075 12 00 0080 Handling of Null values being returned to the query Problem Reports Fixed in Build 12 00 0080 Extender Detail Window data doesn t show up when added to SmartList Builder Multi company doesn t work with Modified SmartLists or those using SmartList Table Period at front of SmartList ID Performance with modified Item Quantities SmartList Page 226 e Modified Account Transactions list doesn t work with is between search e GoTo that opens an Extender Form will not populate the ID field e SQL Scripting Table Type changing after use Preview button e Workaround for Microsoft Dynamics GP Web Client issue in January 2015 Tax Update 12 00 0082 Problem Reports Fixed in Build 12 00 0082 e Current Date restriction e Modified SmartLists show up in Security list twice e Batch Number on Modified Inventory Transactions SmartList e Modified Payables Transactions SmartList returns different data than original e Refresh Lists trying to insert instead of update List items e NULL valu
154. the Microsoft Dynamics GP 2013 Web Client Excel Report Builder and Drill Down Builder are not available on the Web Client Prerequisites Installing SmartList Builder 2013 on Microsoft Dynamics GP requires that the Microsoft Dynamics GP version 12 00 1482 or higher for all of the features to work This version is available in Service Pack 2 KB2864518 or newer Service Pack Hotfix or Compliance Update Patch release for Microsoft Dynamics GP 2013 SmartList Builder 2013 will work on Microsoft Dynamics GP installs on a build lower than Page 22 12 00 1482 but features such as the New and Modify options in SmartList are not present If you are using SmartView with Microsoft Dynamics GP 2013 in conjunction with SmartList Builder build 55 or higher you need to ensure you are on SmartView Internal build 23 or higher and or External build 21 higher If you are using Microsoft Dynamics GP 2013 R2 12 00 1745 you will need to be on SmartList Builder build 68 or higher for it to be compatible If you are using a Microsoft Dynamics GP 2013 build before R2 12 00 1744 or lower you will need to be on SmartList Builder build 67 or lower Installation To install SmartList Builder 1 Start the SmartList Builder Installation by running the SmartListBuilder12 msi 2 Click on the Next button to continue SmartList Builder Setup Welcome to the SmartList Builder Setup Wizard Please wait while the Setup Wizard prepares to guide you thr
155. the Show Percentage Symbol checkbox 4 Click Save To display a percentage symbol for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 66 Set Field Options Fields S Display Negative Values Decimal Places Include Y Level Quantity Shortage Status Show Currency Symbol Y Scrap Percentage v Show Percentage Symbol Show Thousands Separator Note Index Show Note Account Index Show Account Number Save Cancel 2 Mark the fields that you want to display the percentage symbol for 3 Mark the Show Percentage Symbol checkbox 4 Click Save Displaying thousands separators You can use the numeric field options window to select to display thousands separators for a numeric field To display thousands separators 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 67 C Show Currency Symbol C Show Percentage Symbol Y Show Thousands Separator C Note Index Show Note _ Account Index Show Account Number 3 If you want to display thousands separators mark the Show Thousands Separator checkbox 4 Click Save To display thousands separators for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Currency Fields Long Integer Fields or Integer Fields Page 68 Fields lt Actual Amo
156. ties or choose Launch Microsoft Dynamics GP When each task is complete you ll return to this window m Description Creates the SOL tables you ll need for your company data Perform once for each of your companies Launch Microsoft Dynamics GP Exit 17 Log into Microsoft Dynamics GP 2013 and verify that SmartList Builder has updated to 2013 18 Close Microsoft Dynamics GP 2013 19 Install the eOne SmartList Builder 2013 update by running the SmartListBuilder12 msi you downloaded 20 Click on the Next button to continue Page 35 SmartList Builder Setup Welcome to the SmartList Builder Setup Wizard Please wait while the Setup Wizard prepares to guide you through the installation Computing space requirements 21 Select the location where your Microsoft Dynamics GP program is installed using the Browse button y SmartList Builder Setup e 0 Select Installation Folder This is the folder where SmartList Builder will be installed To install in this folder click Next To install to a different folder enter it below or dick Browse Folder c Program Files x86 Microsoft Dynamics GP2013 Browse Advanced Installer Page 36 22 Click on the Next button to continue 23 Click on the Install button to begin the installation Ready to Install The Setup Wizard is ready to begin the SmartList Builder installa
157. tion Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard 24 The SmartList Builder Installation will run lt may take a few minutes for this to complete Page 37 y SmartList Builder Setup Installing SmartList Builder Please wait while the Setup Wizard installs SmartList Builder This may take several minutes Status Advanced Installer lt Back Next gt 25 Click on the Finish button to complete the installation SmartList Builder Setup Completing the SmartList Builder Setup Wizard Click the Finish button to exit the Setup Wizard Page 38 26 Launch Microsoft Dynamics GP 27 Click on the Yes button to include the new SmartList Builder code into your Microsoft Dynamics GP workstation application Dexterity Runtime RK New code must be included in the C Program Files 865YMicrosoft Dynamics GP2013 Dynamics set dictionary Do you wish to include new code now Yes No If you the User Account Control setting in Windows is turned on you may need to launch Microsoft Dynamics GP using the Run as Q Administrator option in Windows to be able to successfully include the new code 28 Log into Microsoft Dynamics GP as the sa user and into any company You will then receive the following message Microsoft Dynamics GP SmartList Builde
158. ty Maximum Invoice Dollar Number of Decimal Places 2 v Display Negative Values Decimal Places ss 3 lt Maximum Write Off Amount Minimum Order Table Minimum Payment Dollar Field Note Index Note Index lt Note Index Note Index a CG Save Cancel 2 Mark the fields that you want to set the decimal places for Click the Decimal Places tab 4 Select the method to determine the number of decimal places Constant or Base on field 5 If you have selected Constant as the decimal places method select the number of decimal places 6 Ifyou have selected Base on field as the method select the table and field to base the number of decimal places on 7 Click Save Sei When you select the number of decimal places for an integer or long integer field the number is divided by the power of ten required to get the required Q number of decimal places For example the integer 100 will be displayed as 1 00 if the number of decimal places specified is 2 Setting negative options You can use the numeric field options window to select when the number should be negative To specify when numeric fields are treated as negative 1 Select a currency integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 75 Display as negative based on field Table Sales Transaction Work Field v v SOP Type Return O Back Order O Fulfillment Ord
159. unt Budget Amount Historical Rate Note Index Note Index S IS lt Variance KA Set Field Options Display Negative Values Decimal Places Show Currency Symbol Show Percentage Symbol y Show Thousands Separator Note Index Show Note _ Account Index Show Account Number Save Cancel 2 Mark the fields that you want to display the percentage symbol for 3 Mark the Show Thousands Separator checkbox 4 Click Save Displaying numbers as accounts You can use the numeric field options window to select to display a numeric field as an account To display an account number 1 Select an integer or long integer field from the Fields scrolling window 2 Click the expansion button above the Fields scrolling window Page 69 UECITION Haces NEGSIVE VBIUES _ Show Currency Symbol __ Show Percentage Symbol _ Show Thousands Separator C Note Index Show Note Account Index Show Account Number 3 If you want to display the associated account number instead of the numeric representation of the account mark the Account Index Show Account Number checkbox When you mark the Account Index Show Account Number checkbox all other options are disabled 4 Click Save To display an account number for multiple fields 1 Select Options gt gt Edit Field Settings gt gt Long Integer Fields or Integer Fields Page 70 Set Field Options 4 Fields e Display Negative Va es Decne Pisces V Ac
160. up that the Action will be grouped under in the Action pane Select the button size and priority Select the product that the procedure is in Enter the name of the procedure Select parameters for the procedure The parameter list must be in the same order as the procedure Click Save Run Drill Down Actions This action type runs a Drill Down Builder drill down passing parameters from the Navigation List to the Drill Down To add a Run Drill Down action DD Foz Click Actions to open the Actions window Click Add and select Run Drill Down to open the Run Drill Down window Enter the name for the action Select the Drill Down Map the parameters for the Drill Down Click Save To map a parameter SINS Select the parameter that you want to map Click Edit Select the Table and Field that you want to map to the parameter Click Save Modifying Actions You can use the Actions window to modify Actions on a Navigation List To modify an existing action 1 2 Select the Action that you want to modify from the Actions list Click the Edit Action button Page 184 3 Enter the new information for the Action 4 Click Save Removing Navigation List Actions You can use the Actions window to remove actions from the Navigation List To remove an Action 1 Select the Action that you want to remove from the Actions list 2 Click the Remove Action button Navigation List Options This module describes
161. use the Bulk Deployment window to publish multiple reports at the same time The Excel reports will be published using the options that are selected on the individual reports To bulk deploy Excel Reports 1 Open the Bulk Deploy Excel Reports window Microsoft Dynamics GP gt gt Tools gt gt SmartList Builder gt gt Excel Report Builder gt gt Bulk Deployment 2 Mark the Excel Reports to be published 3 Click Publish Permissions Permissions control which SQL roles will have access to the data in the data connection These roles are not related to GP user logins so security can be set up for Excel Reports for non users Page 140 You can set permissions for an Excel Report when you publish a report using the Publish Reports window Default permissions can be set for Excel Reports using the Default Permissions form The default permissions only sets the permissions for new reports It does not change the permissions for existing reports To set permissions for a report 1 Click the Permissions button Permissions Database roles V rpt_accounting manager A rpt_accounts payable coordinator rpt_accounts receivable coordinator V rpt_bookkeeper V rpt_certified accountant rpt_collections manager rpt_customer service rep rpt_dispatcher rpt_human resource administrator rpt_materials manager lt rpt_operations manager rpt_o
162. zed with default settings To add an additional Extender Resource 1 Select Extender Resource from the Add button above the Tables list to open the Add Table window Cancel Page 157 Type Resource Link To Table Link Method Link Fields Add Extender Resource Windows v v Customer Period Summary v v Sf ZA No links have been selected ER ex Feb Select the Extender Resource Type Select the name of the Extender object Select the table that you want to link to Select the link method Use the Equals method if a record exists in both tables Use the Left Outer method if a record may not exist in the new table N o Table links Select fields to link the tables with Click Save It will take a few seconds while the fields for the table are initialized with default settings You can use the Add Table Add SQL Table Add SQL Script and Add Extender Resource windows to add links between tables To add a link 1 Click the Add symbol above the Link Fields list to open the Add Link window Page 158 Add Link From Table Customer Period Summary From Field Customer Number y To Table RM Customer MSTR To Field Customer Number y Z gt 2 Select the field to link from 3 Select the field to link to 4 Click Save To modify an existing link 1 Select the link that you want to modify from the Link Fields list 2 Click the Edit button above the Link Fields list 3 Enter

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