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Parent Category: SmartList
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SmartList Export to Excel - Switch
http://blogs.msdn.com/developingfordynamicsgp/archive/2010/05/14/smartlist-exports-slowly-to-excel-part-1.aspx
Recommended byhttp://mohdaoud.blogspot.com/2010/05/smart-list-excel-export.html
http://dynamicsconfessions.blogspot.com/2010/05/speeding-up-smartlist-exports.html
http://msdynamicsgp.blogspot.com/2010/05/read-this-right-now-smartlist-exports.html
http://dynamicsgpblogster.blogspot.com/2010/05/undocumented-dexini-switch-cuts-down.html
http://dynamicsgpland.blogspot.com/2010/05/making-smartlist-export-to-excel-faster.html
http://amllp.blogspot.com/2010/05/improve-performance-of-smartlist-export.html
http://dynamicsconfessions.blogspot.com/2010/05/speeding-up-smartlist-exports.html
http://msdynamicsgp.blogspot.com/2010/05/read-this-right-now-smartlist-exports.html
http://dynamicsgpblogster.blogspot.com/2010/05/undocumented-dexini-switch-cuts-down.html
http://dynamicsgpland.blogspot.com/2010/05/making-smartlist-export-to-excel-faster.html
http://amllp.blogspot.com/2010/05/improve-performance-of-smartlist-export.html
Smartlist: Exports slowly to Excel - Part 1
http://blogs.msdn.com/b/developingfordynamicsgp/archive/2010/05/14/smartlist-exports-slowly-to-excel-part-1.aspx
GPtip42day - Using SQL Wildcards to search & filter in SmartList
Did you know that you can perform searches and filter using wildcards in SmartList? It's true. Because SmartList is a query tool that uses SQL-like search functions, SQL wildcards can be used successfully in SmartList. So you ask, what are the SQL wildcard characters? Here they are -
http://gp2themax.blogspot.com/2010/02/gptip42day-using-sql-wildcards-to.html
Did you know that you can perform searches and filter using wildcards in SmartList? It's true. Because SmartList is a query tool that uses SQL-like search functions, SQL wildcards can be used successfully in SmartList. So you ask, what are the SQL wildcard characters? Here they are -
* click image to enlarge
For instance, suppose you want to search your Vendor…
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gptip42day - Changing the Default GoTo in a SmartList
When you drill into a record in SmartList, you're taken to a default window. For instance, in Receivings Transactions, the default GoTo window is Receivings Transaction Entry. But what if you want the default GoTo to be a different window? Say…
http://gp2themax.blogspot.com/2009/11/gptip42day-changing-default-goto-in.html
When you drill into a record in SmartList, you're taken to a default window. For instance, in Receivings Transactions, the default GoTo window is Receivings Transaction Entry. But what if you want the default GoTo to be a different window? Say…
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Take the Pain out of SmartlIsts with the Navigation Pane
http://gp2themax.blogspot.com/2009/05/take-pain-out-of-smartlists-with.html
I've never been a big fan of the Navigation Pane in GP9 and prior versions. I just don't like anything taking up my precious desktop space. However, I've found a great use for it.
As you probably know, there is no easy way (perhaps no way at all - I've tried but gave up) to group unrelated SmartLists. Here's the business case -
Client has many branches, with branch ID's ranging…
As you probably know, there is no easy way (perhaps no way at all - I've tried but gave up) to group unrelated SmartLists. Here's the business case -
Client has many branches, with branch ID's ranging…
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Smartlist: Only the data area should grow
http://blogs.msdn.com/developingfordynamicsgp/archive/2010/04/30/smartlist-only-the-data-area-should-grow.aspx
SmartList Shows Duplicate Year End Journal Entry Distributions
http://blogs.msdn.com/developingfordynamicsgp/archive/2010/03/08/smartlist-shows-duplicate-year-end-journal-entry-distributions.aspx
SmartList Export Solutions in Dynamics GP
http://www.rosebizinc.com/gpblog/2009/11/smartlist-export-solutions-in-dynamics.html
If you’re using SmartLists on a regular basis to report on information in Dynamics GP, you’ll want to learn how to use the Export Solutions functionality within SmartLists to add charts, pivot tables, calculated fields, and additional formatting to your data.
Export Solutions allows you to run an Excel spreadsheet macro on the data that SmartLists exports to Excel.
These are the basic steps…
Granting access to a new SmartList in GP 10
http://victoriayudin.com/2008/10/08/granting-access-to-a-new-smartlist-in-gp-10/
We’ve been seeing a lot of questions on granting access to new SmartList Builder…
Smart List Tree View Space
http://mohdaoud.blogspot.com/2010/05/smart-list-tree-view-space.html
Patrick from MS Dynamics GP Developer Support at the Developing for Dynamics GP Blog posted a great article about smart list features in GP 10.0, one of his interesting points was and explanation on the smart list tree view control that displays the favorites and…
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gptip42day - SmartList Letter Writing Assistant (LWA)
If you need to send a form letter to your customers, vendors, employees, etc., SmartList provides the Letter Writing Assistant to help automate the process. Let's say you want to send a thank you letter to your customers. Open SmartList and choose the Customers SmartList. Then, click the Word icon. The…
http://gp2themax.blogspot.com/2009/11/gptip42day-smartlist-letter-writing.html
If you need to send a form letter to your customers, vendors, employees, etc., SmartList provides the Letter Writing Assistant to help automate the process. Let's say you want to send a thank you letter to your customers. Open SmartList and choose the Customers SmartList. Then, click the Word icon. The…
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gptip42day - General Journal Posting SmartList
As we're nearing the end of the Fiscal Year for many companies, one of the reports external auditors ask for is a listing of all general journal entries posted for the year, who posted them and when they were posted, primarily to see if entries were posted during non-business hours. Unfortunately, if you're using GP9 or a previous version, the options for this type of report are rather limited unless you're using GP's Audit Trails or a 3rd party audit tool. This is because the GL tables in these versions…
http://gp2themax.blogspot.com/2009/11/gptip42day-general-journal-posting.html
As we're nearing the end of the Fiscal Year for many companies, one of the reports external auditors ask for is a listing of all general journal entries posted for the year, who posted them and when they were posted, primarily to see if entries were posted during non-business hours. Unfortunately, if you're using GP9 or a previous version, the options for this type of report are rather limited unless you're using GP's Audit Trails or a 3rd party audit tool. This is because the GL tables in these versions…
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gptip42day - SmartList GoTo
It's a pretty safe bet that anyone who uses SmartList knows that you can double click any record in the results pane and drill into the underlying document. However, did you know you can use the Go To button to access…
http://gp2themax.blogspot.com/2009/10/gptip42day-smartlist-goto.html
It's a pretty safe bet that anyone who uses SmartList knows that you can double click any record in the results pane and drill into the underlying document. However, did you know you can use the Go To button to access…
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gptip42day - SmartList Window Size - GP9 and Prior Versions
One characteristic of SmartList that can be frustrating is the way the SmartList window shrinks when you drill into another window from a SmartList record. When you close the sub-window, the SmartList window remains at its reduced size and you have to click the "Maximize' button to maximize the window size again.
http://gp2themax.blogspot.com/2009/09/gptip42day-smartlist-window-size-gp9.html
One characteristic of SmartList that can be frustrating is the way the SmartList window shrinks when you drill into another window from a SmartList record. When you close the sub-window, the SmartList window remains at its reduced size and you have to click the "Maximize' button to maximize the window size again.
Then, with the…
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Recommended byhttp://msdynamicsgp.blogspot.com/2009/09/gp-tips.html
SmartList .ini switch Problems
http://dynamicsconfessions.blogspot.com/2010/06/smartlist-ini-switch-problems.html
What’s the switch?
SmartlistEnhancedExcelExport=TRUE
What’s the problem?
A client of mine was gracious enough to do some testing with this switch and discovered a couple of notable issues.
- Leading zeros are stripped…
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How to create a smartlist to show invoices without a physical PDF document
http://dynamicsgpblogster.blogspot.com/2009/05/how-to-create-smartlist-to-show.html
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Sleuthing Scandalously Slow SmartLists
http://dynamicsgpland.blogspot.com/2009/09/sleuthing-scandalously-slow-smartlists.html
I recently received an inquiry from a friend at BlueLock. BlueLock provides infrastructure hosting as a service. Don't want to deal with servers? Need to have a virtual infrastructure that allows offices in Tokyo, Paris, Moscow, London, and New York to all easily access your Dynamics GP system? That's what they do--all very fancy cutting edge hosting and virtualization, with enterprise grade Citrix and VMWare hosting.
So BlueLock is hosting a 25 user GP system for an international company with offices around the globe, and they are looking to ensure that the performance will be sufficient. GP is working fine, but there is one strange issue: Some SmartLists take forever…
So BlueLock is hosting a 25 user GP system for an international company with offices around the globe, and they are looking to ensure that the performance will be sufficient. GP is working fine, but there is one strange issue: Some SmartLists take forever…
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Multi-Company SmartLists in GP - Part 2
http://dynamicsgpland.blogspot.com/2008/10/multi-company-smartlists-in-gp-part-2.html
In Part 1 of this series, I shared a scenario where a centralized accounting department would benefit from having SmartLists that allow users to query data from multiple Dynamics GP company databases. I then explained the basics of creating multi-company views, which serve as the basis for multi-company SmartLists.
Before we proceed, let me provide the answer to the Bonus Quiz from Part 1. So what step did I omit that would prevent you from adding a custom view to a new SmartList in SmartList Builder? Well, in SQL Server databases, there are security settings that determine which database objects users can access, such as tables, views, and stored procedures. After you create any custom object in a Dynamics GP database, you need to make sure to grant access to the object so that Dynamics GP users can access it. Fortunately this is relatively simple. For convenience, I highly recommend using a script to grant permissions, as it is simpler and much faster than trying to use SQL Server Management Studio to change permissions on a single object. It can certainly be done with Management Studio, but after waiting for several minutes as the windows refresh, you'll understand why I prefer scripts.
In this case, we created a new view called "csvwAllVendors".
(Aside #1: I borrowed this naming convention from Lorren Zemke and his colleagues at WennSoft. It means "cs" = Custom, "vw" = View. cstb = custom table, cssp = custom stored procedure. The convenience of using this naming convention consistently is that you always know that you can find your custom objects in Dynamics databases by searching for "cs".)
(Aside #2: Because this view queries data from multiple databases, in which database should it be created? My recommendation would be the Dynamics database, since all GP users have access to that database, and because it can serve as a central repository for all multi-company views.)
To grant access to this new view to all Dynamics GP users, you can run the following script:
GRANT SELECT ON DYNAMICS..csvwAllVendors TO 'DYNGRP'
That's it! The view should now show up in the SmartList Builder.
Okay, so now that the quiz is settled, let's get back to our original requirements:
1. Display data from multiple GP databases in a single SmartList accessible from any GP company
2. Display the name of the database where the data is stored
3. When new GP company databases are created, automatically include data from the new databases
4. Allow some companies to be excluded from the multi-company SmartLists
In Part 1, I discussed how to fundamentally display data from multiple GP databases, and I also explained how to display the name of the company for each record.
But how can we automatically include data from a new GP company database in our query? Since the multi-company view is hard-coded with the name of each database, how can we "automatically" have new companies included in the query?
This requires a little bit of creative VB scripting. (There are certainly other approaches, but this is what came to my mind first and seemed easiest.) Instead of thinking of the view as a hard-coded query of specific company databases, let's rewrite it as a generic query for any…
Before we proceed, let me provide the answer to the Bonus Quiz from Part 1. So what step did I omit that would prevent you from adding a custom view to a new SmartList in SmartList Builder? Well, in SQL Server databases, there are security settings that determine which database objects users can access, such as tables, views, and stored procedures. After you create any custom object in a Dynamics GP database, you need to make sure to grant access to the object so that Dynamics GP users can access it. Fortunately this is relatively simple. For convenience, I highly recommend using a script to grant permissions, as it is simpler and much faster than trying to use SQL Server Management Studio to change permissions on a single object. It can certainly be done with Management Studio, but after waiting for several minutes as the windows refresh, you'll understand why I prefer scripts.
In this case, we created a new view called "csvwAllVendors".
(Aside #1: I borrowed this naming convention from Lorren Zemke and his colleagues at WennSoft. It means "cs" = Custom, "vw" = View. cstb = custom table, cssp = custom stored procedure. The convenience of using this naming convention consistently is that you always know that you can find your custom objects in Dynamics databases by searching for "cs".)
(Aside #2: Because this view queries data from multiple databases, in which database should it be created? My recommendation would be the Dynamics database, since all GP users have access to that database, and because it can serve as a central repository for all multi-company views.)
To grant access to this new view to all Dynamics GP users, you can run the following script:
GRANT SELECT ON DYNAMICS..csvwAllVendors TO 'DYNGRP'
That's it! The view should now show up in the SmartList Builder.
Okay, so now that the quiz is settled, let's get back to our original requirements:
1. Display data from multiple GP databases in a single SmartList accessible from any GP company
2. Display the name of the database where the data is stored
3. When new GP company databases are created, automatically include data from the new databases
4. Allow some companies to be excluded from the multi-company SmartLists
In Part 1, I discussed how to fundamentally display data from multiple GP databases, and I also explained how to display the name of the company for each record.
But how can we automatically include data from a new GP company database in our query? Since the multi-company view is hard-coded with the name of each database, how can we "automatically" have new companies included in the query?
This requires a little bit of creative VB scripting. (There are certainly other approaches, but this is what came to my mind first and seemed easiest.) Instead of thinking of the view as a hard-coded query of specific company databases, let's rewrite it as a generic query for any…
Posted by
Weekly Dynamic: Smarlist Defaults
http://msdynamicsgp.blogspot.com/2010/02/weekly-dynamic-smarlist-defaults.html
Most companies have a common set of annoyances with certain Smartlists. Maybe the default Smartlist doesn't include return enough records by default. Perhaps the fact that the credit column has to be moved after debit column…
Weekly Dynamic: Printing a Smartlist
http://msdynamicsgp.blogspot.com/2010/01/weekly-dynamic-printing-smartlist.html
Sometimes you've created a Smartlist and you just want to print it out. Maybe the auditors need it. Maybe your boss, coworker or the filing cabinet behind your desk needs a copy. But when you click the print icon the output is pretty ugly. Typically, too many items are forced to the next line making the printout overly long…
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