Maximum columns in a SmartList
This is most likely the shortest #TipTuesday post I will ever create! I was playing with a SmartList to prep for my upcoming series on Power BI, Excel & Dynamics GP. I stumbled across something … (more)
SmartList & SmartList Builder
SmartList Export – Excel Content Error
Last year, I wrote a post about a relatively common SmartList Export error, the “Excel cannot open the file” error. Today, I was working on a client upgrade and cleaned up a ton of minor … (more)
SmartList Export – Excel cannot open error
Today’s #TipTuesday is one a client ran into a little while ago and is worth sharing how to find out what is causing the issue. The TL;DR version is a strange character that somehow was … (more)
SmartList Export Options
Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where … (more)
SmartList Tips – search
Today’s #TipTuesday article is yet another SmartList tip. For the past few weeks, I have been focused on small aspects of SmartList since I love this tool so much! Today I’ll be talking about searching … (more)
SmartList Tips – favorites
Today’s #TipTuesday topic is still related to SmartLists, the subject I’ve been writing a few of these about the past few Tuesdays! My topic is SmartList Favorites, which will be a bit shorter than the … (more)
SmartList Tips – working with columns
Today’s #TipTuesday post is the third in my series of tips on using SmartLists in Dynamics GP. The first two posts were around the “basics” as I call them and then printing and exporting. Today’s … (more)
SmartList Tips – printing & exporting
Today’s #TipTuesday is a continuation from last week, where I covered some of the basics around SmartLists: terminology, security, sorting & resizing columns, using the GoTo, and statuses. In this post, I plan to cover … (more)
SmartList Export Oddities
I am in the early stages of a set of tips around the use of SmartList in Dynamics GP. Today I was writing one for this coming Tuesday and in doing the prep work to … (more)
SmartList Tips – the basics
Today’s #TipTuesday is another one for the newer Dynamics GP users in the community. Recently a user asked me how they could prepare a SmartList for some receivables data they wanted. It turns out they … (more)
SmartList stuck on My Reports pane
Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports … (more)
Originating fields in SmartList
Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what one may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain … (more)
When did that GL Account get added?
This phrase was uttered in the office recently, by the person who is tracking final changes to the year-end Financial Statements. Her statements were out of balance, which turned out to be a new GL … (more)
SmartList Options
Today’s #TipTuesday is about the SmartList Options window, a hidden gem! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can … (more)
Sample SQL Views for Smartlists
Today’s #TipTuesday has been on my list for a while and it’s a great resource that many people don’t know exists. Microsoft has created a “living” document that has embedded links to SQL views that … (more)
Poor man’s dashboard?
A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; … (more)
Don’t forget about your reminders!
As most of my blog topics start, this begins with a fairly standard question from a client asking why their taxes are not defaulting on their Purchase Order in Dynamics GP. This situation is something … (more)
Quick Tip – SmartList Builder & Account Numbers
This is a very short tip for those who use SmartList Builder. I must say I see this ALL THE TIME. I hope to expand on little nuggets inside SmartList Builder in the coming months … (more)