CAL Business Solutions Team
CAL Business Solutions
 
 

SmartList Tips

Microsoft Dynamics GP Tip: How to Create SmartList Builder Reports Based on SQL Views or Tables

Have you ever been working with a SmartList and needed to add just one more piece of information to make it complete, but when you look for it in the column chooser it is not there?

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Microsoft Dynamics GP Tip: Importing SmartList Builder Templates and Granting Security

eOne Solutions has created many templates that can be imported directly into SmartList Builder.

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Microsoft Dynamics GP Tip: Using SmartList to Create Custom Reminders

The first step in this tip is a quick refresher on updating your toolbar. For more information about customizing your homepage.

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Microsoft Dynamics GP with Excel Tip: How to Pull Data From Multiple Dynamics GP Databases into Microsoft Excel

One of our distribution clients using Microsoft Dynamics GP would like to pull data from multiple databases, including Dynamics GP, and bring it into Microsoft Excel. This can be done using Excel Builder. For this distribution client I am creating a SQL script that brings in data from different tables in Microsoft Dynamics GP. In […]

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Dynamics GP Video Tip: How to Easily Generate a List of Unreconciled Bank Transactions

There are two ways to easily generate a list of unreconciled bank transactions in Microsoft Dynamics GP. This video tip will show you both options so you can choose which one is easiest for you. You can also read the written instructions for the SmartList option in the post Microsoft Dynamics GP Tip: SmartList of […]

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Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions (Checks, Deposits, and more)

 Download and Print:  Microsoft Dynamics GP Tip: SmartList of Unreconciled Bank Transactions  Watch a Video Demo:  Microsoft Dynamics GP Video Tip:  SmartList of Unreconciled Bank Transactions You can access SmartList by choosing Microsoft Dynamics GP menu >> SmartList. You can use SmartList to create customized inquiries to provide easier, faster access to information stored in […]

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Dynamics GP Video Tip: How to Create a Dynamics GP SmartList Favorite and Reminder

SmartList for Microsoft Dynamics GP is an excellent tool. And you can be even more productive when you learn how to create and edit a SmartList favorite and SmartList reminder. In this video we show how to set up a SmartList favorite and reminder. The example used in Microsoft Dynamics GP is to track 1099 […]

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Dynamics GP WOW Moments: Using SmartList to Find Data Fast

See Microsoft Dynamics GP SmartLists in action. SmartLists help you to quickly find the information you need within your accounting software and then easily use that information in Microsoft Office Excel and Microsoft Office Word.

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Microsoft Dynamics GP Tip: SmartList Export Solutions

Download and Print: Microsoft Dynamics GP – SmartLists Export Solutions Export Solutions are not a new feature. They will work for GP versions 8 and 9. They can be a very powerful way to report on data by allowing you to export information to Excel or Word and have the information Pre-Formatted and allows formulas […]

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Microsoft Dynamics GP Tip: Using SmartList to Find Out Who, What and When

Download and Print: Microsoft Dynamics GP – SmartLists to Find Out Who, What, and When The tip this month was inspired by a recent support session I spent with a customer. I am surprised that I still find people that say they “don’t really use SmartList”. Those of you that I have had the chance […]

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Microsoft Dynamics GP Tip: Creating Top 10 Lists in SmartList

 Download and Print: Microsoft Dynamics GP – Creating Top Ten Lists in SmartLists If you’ve ever tried to setup a “Top 10 List” in SmartList you will have found that it can be a bit tricky. This is because the system defaults to pulling the “Top 10” based on the SmartList’s default sorting. For example, […]

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Microsoft Dynamics GP Tip: Adding Customer/Vendor Info to GL Transaction SmartList Favorite

STEP 1: Open SmartList. STEP 2: Click on Account Transactions STEP 3: Click on Columns STEP 4: Click ADD STEP 5: Scroll to “Originating Master ID” STEP 6: Hold down CTRL and select “Originating Master ID” and “Originating Master Name” STEP 7: Click OK>OK STEP 8: Save by clicking FAVORITES. Enter a name and click […]

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Microsoft Dynamics GP Tip: Using Auto Filters in Excel

I love Excel. I also love how easy it is to get information from Great Plains into Excel. I use the following tip all the time. It comes in handy at month and year end if you are trying to find a transaction for a range of amounts or dates. STEP 1: Setup a SmartList […]

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