Category Archives: Smartlist

GP2016 – Feature of the Day – Smartlist from Favourites & Word Templates on Batch Approval

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Next couple of features posted on Inside Microsoft Dynamics GP blog have excited me for obvious reasons.

  • Smartlist from Favourites: Users can now create a Smartlist from a favourite, retaining the search conditions and columns list. Great time saver.
  • Word Templates for Batch Approval Workflow: How about the ability to view the entire batch content before approving? That’s exactly what this feature is about. Excellent feature. This would further eliminate GP application dependency for trivial tasks.

VAIDY

 

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GP2016 – Feature of the Day -Export/Import in SLD, AA Access & More

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I was busy with various activities that I missed some interesting/exciting FsOTD on Inside Microsoft Dynamics GP blog.

I am particularly excited about the last two in the above list; AA Access and Smartlist Designer Export/Import.

The gap between Smartlist Designer and Smartlist Builder is slowly (yet steadily) getting filled. While Smartlist Builder is one of its kind, Smartlist Designer now gives customers a lean version of Smartlist Builder that would satisfy most of the requirements. I am happy as a consultant that I now have an improved Smartlist Designer to talk about with customers/prospects.

Analytical Accounting User Access Settings – Steve Endow perfectly expressed his (and mine as well) thoughts on this tweet. Can’t agree more.

VAIDY

GP2016 – Feature of the Day – Export as Numbers to Excel

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This one won’t seem a big deal, however those who use Smartlist and Excel day-in day-out would agree with me that it’s a pain to see numbers getting exported as string from Smartlist to the Excel.

We had to then format the column as either number/currency and then continue with our analysis.

With this FOTD, we are gonna save time. No frustrations either. With GP2016, we can export amounts from Smartlist as numbers to Excel.

In my opinion, this is not a new feature. This should be categorised as an improvement. I am glad that all these small nitty-gritty details are coming through well with each release.

VAIDY

Dynamic Future – Vote: Resize the Left Pane on Smartlist

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Mark highlights the Smartlist Left Pane curse (what else do you say if you see half of your screen is occupied by the Smartlist Favorites tree view and only half being allotted for results?) and a suggestion that was made by Sivakumar V.

The Connect suggestion post can be seen here: GP Smartlist Window Splitter to be made resizable.

But when I see this suggestion, it says Resolved:

So that means, is it going to be available on next release? Or on GP2013?

Nevertheless, visit the portal and vote for it.

VAIDY

Top Smartlist Builder Question – “Can I do a Multi-company Summary Smartlist?”

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Collins Dynamics GP Blog tells us about the Top Smartlist Builder Question, which is Can I do a Multi-Company Summary Smartlist?

The answer is a very positive YES.

It’s basically a simple and easy-to-understand feature. This feature is quite important for all clients with multiple companies on a single GP environment.

Pay a visit their post and you will know how exactly to use this feature.

VAIDY

Smartlist Favorite Visibility

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Most of the queries that I am receiving from my users regarding Smartlist is like below:

1. Why my Smartlist Favorite is being shown to all?
2. I created a Smartlist Favorite in one company. It is not showing up in other company. Why?

Answer is quite simple and straightforward. They had not selected an appropriate *Visible To* option.

Smartlist favorites can be created with either one of available four different visibility options.

1. System
2. Company
3. User Class
4. User ID

Shown below is how it looks like:

1. System: Visible to all users across all companies.
2. Company: Visible to all users, but visible only on that particular company.
3. User Class: Visible to all users under the user class in which the user who creates this favorite is, but visible across all companies.
4. User ID: Visible only to this user, but across all companies.

Related Post: Changing a smartlist favorite’s visibility thru’ SQL

VAIDY

Resizing left pane in Smartlist – Frank Hamelly

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Frank, thank you very much for getting this from Microsoft Team. We all are grateful, as I know the pain in scrolling horizontally for each Smartlist item.

Alright, for all GP users and consultants out there. You all better download this from Frank’s site. This is going to be most likable thing.

Here it is: Resize the left pane in Smartlist.

VAIDY

Changing a Smartlist Favorite’s visibility thru’ SQL

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Warning: Method shared in this post is NOT supported or advised by Microsoft team. This article explains a SQL method and therefore the intended audience is a GP and SQL Consultant / Developer / Administrator.

Couple of Smartlist Favorites created by an end user, but created it with a wrong visibility: Visible by User ID. What this user should have selected is: Visible by System. Since these favorites are suppose to be accessed by all Users across all Companies.

This end user is currently out and even as SA I could not access the Smartlist Favorites. Easiest and direct approach is to reset this user’s password, modify the smartlist favorite and notify him of the new password. Once this user is back, he/she would change the password.

But, is there any other simplest method for someone like me? A GP & SQL Administrator? Of course, I do.

I can modify a Smartlist Favorite using a simple SQL UPDATE statement, targeting the Smartlist Favorite tables ASIEXP81 and ASIEXP86. Display Name for these tables are Smartlist Favorite Master and Smartlist Favorite Columns Master respectively. Both tables are in DYNAMICS database.

Below are SQL statements that I used to change the visibility:

UPDATE DYNAMICS..ASIEXP81 SET ASI_Favorite_Save_Level = 1, USERID = ”, CMPANYID = 0 WHERE ASI_Favorite_Name = [Favorite_Name_Given_By_That_End_User]

UPDATE DYNAMICS..ASIEXP86 SET ASI_Favorite_Save_Level = 1, USERID = ”, CMPANYID = 0 WHERE ASI_Favorite_Name = [Favorite_Name_Given_By_That_End_User]

In above statements, field ASI_Favorite_Save_Level is the Visibility Type that we set up when we create a Smartlist. Value 1 denotes the first option in that Drop Down, which is SYSTEM. Since I have to set visibility to all users across all companies, all I have to do is to set USERID as an Empty String and Company ID as ZERO.

This will change a particular Smartlist Favorite’s visibility as required.

Simple, isn’t it?

VAIDY

Smartlist Builder View Returning Nothing – David Musgrave

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David explains why Smartlist Builder View may not return records and on which scenario.

Check out his post here: SmartList Builder based on SQL View not returning Data.

VAIDY

View Smartlists with SQL Tables

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Have you ever wondered why your Smartlist, created using Smartlist Builder and a SQL Table / View (which is not part of any of GP or 3rd Party Products)?
This may be the issue:
The above screenshot shows Security Task form, where you have to select the option “View SmartLists with SQL Tables” for the users who wants access to this Smartlist.
This particular point is very much covered in Smartlist Manual, but I bet most of us would have overlooked this.
VAIDY