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 a macro will do some basic formatting and create a formula for Net Amount.
The method I show below is just one way to do this, and it’s a mini end-to-end example that you can follow if this is your first time using this feature. The intent of SmartList Export Options is to automate repetitive tasks. If you export SmartLists a lot and continually do the same things to the exported file, then read this post to see how you might be able to automate part of your work with that particular export. While the example is simplistic, the options are fairly limitless with what you could do with VBA in Excel!
Continue reading “SmartList Export Options”
Today’s #TipTuesday article is yet another SmartList tip. 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.
Continue reading “SmartList Tips – search”
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 others as there is only so much one can write about it!
PS, unrelated side note: being Canadian, it’s killing me inside that I have to keep typing “favorites” instead of “favourites” but I know for SEO and all that stuff if users are searching for the proper term with respect to SmartLists they will be looking for the US spelling. You win some, you lose some, eh? 😉
Continue reading “SmartList Tips – favorites”
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 topic is working with columns.
Continue reading “SmartList Tips – working with columns”
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 & Word) plus a bit more detail around exporting to Excel.
Continue reading “SmartList Tips – printing & exporting”
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 a screenshot of what the toolbar looks like when you use Export Solutions, one of the future topics I plan on covering. I created a super simple Export Solution to format an Account Transactions list and create a Net Amount column. It was pretty basic and off I went to test it and start putting the process together in screenshots. I tested it, and it didn’t work! What the heck?
Well, this detour led me to a discovery that I hadn’t yet stumbled upon, and then another when returning to the original blog I was really sitting here writing in the first place. (Welcome to blogging, it’s one rabbit hole after another!)
Continue reading “SmartList Export Oddities”
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 really not utilized SmartLists at all in their day to day work yet, despite using Dynamics GP for a few years. It occurred to me how little time we spend training users on being more effective with this valuable tool!
Over the next few weeks, I will post different tips about how to utilize SmartList more effectively!
Continue reading “SmartList Tips – the basics”
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 on the Microsoft Dynamics community forum and someone asked me if I kept the scripts I used to fix this issue.
Continue reading “SmartList stuck on My Reports pane”
Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what you may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain circumstances, you will be able to extract *some* subledger information from your G/L to supplement your account analysis.
Continue reading “Originating fields in SmartList”
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 G/L Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way to to alert you because I won’t always remember to tell you!”
Yes, there must be a way! Cue the SmartList-based Home Page Reminders. This is the subject of today’s #TipTuesday post.
Continue reading “When did that G/L Account get added?”