Category: SmartList & SmartList Builder

  • 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 I have never seen before: I tried to add too many columns to a SmartList! Here’s the message I received.… (continue >)

  • 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 issues with some Canadian Payroll SmartLists they use. In writing this post, I have also developed a quick hatred for… (continue >)

  • 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 input into an invoice comment and it caused an issue when that record (with that field) was exported to Excel… (continue >)

  • SmartList Export Options

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    A tip about using the Export Options feature in Dynamics GP to automate some of the Excel steps after exporting a SmartList. (continue >)

  • 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 & filtering in SmartLists. Search basics There are some basics to search and some advanced stuff about search. To start… (continue >)

  • SmartList Tips – favorites

    A #TipTuesday post about working with favorites in SmartList. (continue >)

  • SmartList Tips – working with columns

    This #TipTuesday post is about working with columns in SmartLists. (continue >)

  • 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 a few more things that I didn’t fit: more of the commands on the toolbar (Refresh, Stop, Print, Excel &… (continue >)

  • 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 get screenshots etc. ready, I was doing some exports. One thing led to another, and I realized I should include… (continue >)

  • 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 had not utilized SmartLists at all in their day-to-day work yet, despite using Dynamics GP for a few years. It… (continue >)

  • 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 after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post… (continue >)

  • 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 circumstances, users will be able to extract *some* sub-ledger information from their GL to supplement their account analysis. What are… (continue >)

  • 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 Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way… (continue >)

  • 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 be made without any of those tools. What is it? First of all, this window is found on the Administration… (continue >)

  • Sample SQL Views for Smartlists

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    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 an admin can run and tweak in their Dynamics GP environment to create custom SmartLists. The document says it is… (continue >)

  • 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.; and the same for A/R if possible. Simple question, not so simple answer. I admit it never occurred to me,… (continue >)

  • 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 I see a lot of in various clients: Something isn’t working. They try to troubleshoot it themselves but can’t find… (continue >)

  • 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 because there are numerous time savers in there, that people have gone to great lengths to work around manually &… (continue >)