1. The Benefits of Navigation Lists in GP
A GPUG Presentation
Shannon Mullins
InterDyn Artis

2. What is a Navigation List?

3. Navigation List Overview
One of the most underutilized features of GP
Gives the ability to:
Find Documents
Preview Document Info
Drill into Documents
Run actions
Export to Excel
Save & Customize

4. Customize Your Lists Custom your list
Save & Give Names for each list type
Add or remove features for your list
Unique for you or share with others

5. List View Customization

6. Sneak Peak & Preview Pane
Same drill back offered in Smartlist
Ability to preview documents in the preview pane below
Includes line details!!!
Quick look & preview functionality

7. Preview Pane

8. Filtering Navigation Lists
Use filters to restrict the data before saving
Filters can allow the same list of be used daily/weekly/monthly
Date filters such as today, yesterday, this month, this year all assist in list creation

9. Utilize Actions to Save Time
Ability to Print Multiple Documents
Invoices
Remittance
Picking Tickets
Etc.
Transfer Documents
Apply Documents
Send to Excel
Create New Documents
And so much More

10. Workflow Approvals
Navigation lists work the best for workflow approvals
Financial Batches
Payables Batches
Payables Transaction
Purchase Orders
Purchase Requisitions
And more….
Approve all at once
Give the ability to Drill Back

11. Add Navigation Lists to Your Home Page
Customize your List & Then add to your home page
One stop access and inquiry for users

12. Turn off Business Analyzer
Slows down lists
Less Efficient
Easy to turn on/off

13. Build Your Own Lists
Eone Solutions Offers Smartlist Builder, which includes Navigation List Builder
Build and deploy your own custom navigation lists with actions and drill down capabilities
Excellent Product
For More Information:

14. Questions?
Contact Information:
Phone: (704)