1. Microsoft Dynamics GP SmartList Builder: Going all the Way
Nicole Albertson –
Product Specialist

2. Agenda Demo As We Go Dig deep into what you may not already know about
the Builders
Questions?
Please hold until the end

3. What are the New Features?
Modify Existing SmartLists
Auto Update SmartList
Create new SmartList Builder Setups from the default SmartList
New Built-in Go To’s
SQL Scripting
Preview Data Functions
New Icons for the Table Types
Table Finder

4. Calculations
Create new columns that contain calculated fields based on existing data in the report.
Arithmetic Operators
Mathematical Functions
String Functions
Date Functions
System Functions
Special Fields*
Arithmetic Operators – Plus, Minus, Multiply, and Divide
Date Functions – Allow you to get date, date part
Mathematical Functions – Allow you to get rounding, square roots, absolute values
System Functions – Allow you to do case statements
String Functions – Allow you to do left trim, reverse uppers
Special Fields – Options available in GP 2010, using a multi-company report allows you to pull in the company that the data is coming from.

5. Match Tables Combine work, open and history tables into one Report
Example: Add “Year to date Transaction Open” to report and then use Matched Tables to link the “Account Transaction History”

6. Summary Summary SmartList Multicompany SmartList
Summarize the data based on criteria selected
Select the summary type for each field: Group
By, Count, Minimum, Maximum, Sum, Average
Multicompany SmartList
Contains data from multiple companies
Summary allows you to summarize the data based on the fields you want.
Can summarize the data by grouping by a field or fields and then doing a count, minimum, maximum, sum or average on the other fields.
Multicompany option allows you to pull data from multiple companies into one SmartList.

7. Go To Link from SmartList to a Microsoft Dynamics GP window Open Form
Open File
Open Form
Open SmartList
Open Website
Open SmartList
Can create a GoTo from the record in SmartList back to a GP window and have it populate with the data. This is the same feature you see in the default SmartLists.
Options:
Open Form - GP Window
Open File - if have path in GP field
Open SmartList - open any other SmartList based on the data
Open Website - if have website saved in GP field
Execute Procedure - used for developers
Run Drill Down - new to GP 2010
Open Extender Resource - New to GP 2010
Advanced Go Tos - Inquiry Zoom windows
Execute Procedure
Run Drill Down*
Open Extender Resource*
Built-In

8. Consolidation and Summary
Multicompany Report
Consolidate all reports into a single workbook
Consolidate all reports into a single worksheet*
Create Summary Page
“Multicompany Report”: Will create the same workbook for each company when published so that you don’t have to log into each company and publish it.
“Consolidate all reports into a single workbook”: Creates Excel Workbook that has worksheet for each company
“Consolidate all reports into a single worksheet*”: Creates Excel Worksheet that has the data for multiple companies
“Create Summary Page”: Creates Summary worksheet for all companies based on columns selected

9. Open Microsoft Dynamics GP Window, SmartList, or Extender Form
Convergence 2010
9/21/2018
Drill Down Builder*
Open Microsoft Dynamics
GP Window, SmartList, or Extender Form
Add to Excel Report Builder or SmartList Builder
Use standard Drill Downs
Add to SSRS, SLB, etc. as well
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Drill Down- ERB*
Link from Excel Report to a Microsoft Dynamics GP window
Requirements
Logged into GP
Access to GP window

11. Actions* Link from Navigation List to a Microsoft Dynamics GP window
Defined Action
Execute Procedure
Open Form
Open File
Open Web Page

12. Contact us Nicole Albertson eOne Solutions
9/21/2018 9:06 AM
Contact us
Nicole Albertson
eOne Solutions
Blog:
@eOneSolutions
web:
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.