SmartList & Introduction SmartList Designer

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SmartList & Introduction SmartList Designer An Instructor Lead Hands On Lab Instructor: David Caldwell The purpose of this lab is to review the fundaments of SmartList and to introduce the SmartList

1 SmartList & Introduction SmartList Designer An Instructor Lead Hands On Lab Instructor: David Caldwell The purpose of this lab is to review the fundaments of SmartList and to introduce the SmartList Designer Tool as an extension of SmartList and a means to add more flexibility in reporting and data query within Dynamics GP. The lab anticipates students who will be attending have a range of understanding as to how to use SmartList. We will review the button controls, how to search, organize and arrange SmartList output. We will quickly then move into how to access SmartList Designer and by citing examples how to architect SmartList Views. The prerequisites to this lab are that you have had prior experience with Dynamics GP. 1

2 An introduction lab to SmartList and SmartList Designer Agenda / Objectives of this lab SmartList 1. Review Database principles (broad overview) a. Review database table structures and dictionaries as it relates to Dynamics GP 2. Accessing SmartList a. Dynamics Menu >SmartList 3. Review of SmartList buttons and creating queries. 4. Review of data search functions 5. Review of Sorting/Organizing data output 6. Review of saving queries as Favorites 7. Review of exporting data to different format outputs for reporting or further investigation 2

3 Introduction to SmartList Designer 1. Overview of SmartList Designer a. What is its purpose b. How can it help me or what value is it to my or other s work c. Necessary user experience level to use d. Overview of its components and functions e. Generally speakin, How does it work? i. Where does it get its data? ii. Does it affect the existing data? i.e. Can I change data with the SmartList Designer? iii. Is the data output latent or in real time? iv. Table relationships and Filters v. Do I have access to all of the data in GP, what about Security? 2. Accessing SmartList Designer a. SmartList > New Button or Modify 3. Layout of SmartList Builder a. Button/Controls Review b. Database Views (Dictionaries) c. Selected Fields d. Relationship 3

4 e. Filter f. List Name / Product / Series g. X button, Auto Link, Function h. Results/T SQL Query 4. Creating A New Query (Please follow with the instructor) a. Define, Describe your View i. There is not a SmartList view created to show cash check CC receipts received through Accounts Receivable, Sales Order Processing, or Cash Management b. Select the NEW Button c. Select the appropriate View Dictionary i. Microsoft Dynamics GP d. Select the Table(s) i. Select the Table Group FINANCIAL e. Select the Fields (or data columns) a. Select the CM CASH RECEIPTS table i. Checkbook ID, Receipt Date, Receipt Amount, Receipt Type, Received From, Voided ii. Notice in the selected fields pane the fields that you selected appear f. Give the List Name: Cash Receipts g. Be sure the Series is selected to: Financial h. Hit the Button: EXECUTE QUERY 4

5 i. RESULTS a. b. Click the Button: OK c. d. You now can further narrow your query through SmartList. 5

6 2. Creating another New Query (Please follow with the instructor) a. Define, Describe your View i. There is not a SmartList view created to allow a user to select show expense distributions on Accounts Payable Vouchers / Vendor Invoices. Construct a SmartList view using SmartList Designer that will allow a user to display AP Inoices along with their GL Distributions. (This is a more complex structure) b. Select the NEW Button c. Select the appropriate View Dictionary i. Microsoft Dynamics GP d. Select the Table(s) i. Select the Table Group PURCHASING ii. NOTE: Multiple tables and fields will be selected 1. Select the PM Distribution History File a. Select the following fields i. Voucher Number ii. Debit Amount iii. Distribution Account Index iv. Distribution Type 2. Select the PM Paid Transaction History a. Select the following fields b. Voucher Number 6

7 c. Vendor ID d. Document Type e. Document Number f. Voided g. Posted Date 3. Select the Financial Table Group + a. Select the Account Mater table b. Select the following fields i. Account Index ii. Account Number iii. Account Description 4. In the RELATIONSHIPS Pane a. Click the AutoLink i. Notice how the relationship was created for you automatically b. Second Line: i. Click TABLE List and choose the PM Distribution History File ii. Click FIELD Name and choose: Distribution Account Index iii. Click blank List and choose: Inner Join 7

8 iv. Click TABLENAME2 List and choose: Account Master v. Click FIELD Name and choose: Account Index c. Type in Historical Payables GL Distrib in the LIST NAME Box d. Be sure that Purchasing is selected for SERIES e. Hit the Button: EXECUTE QUERY f. RESULTS 8

9 Question and Answer Conclusion and Wrap Up Dave Caldwell (517)

RG Connect 2015 Microsoft Dynamics GP Tips and Tricks October Prepared by Sheri Carney

RG Connect 2015 Microsoft Dynamics GP Tips and Tricks October.23.2015 Prepared by Sheri Carney 600 SW 39 th Street, Suite 250 Renton, WA 98057 425.277.4760 www.resgroup.com Contents GLOBAL TIPS... 4 1.