How do you create a SmartList in Dynamics GP?

How do you create a SmartList in Dynamics GP?

1 – Open SmartList (Dynamics GP -> SmartList). Click the ‘New’ button. 2 – Next, enter a name for your SmartList in the ‘List Name’ field, select a product from the ‘Product’ field dropdown, and select a series from the ‘Series’ dropdown. The location of your SmartList depends on the selections you make here.

What is a GP SmartList?

SmartList Designer is a tool within Dynamics GP that allows users to build custom reports, modify existing ones, allows for connection to ISV products, and more.

How do I edit my SmartList in Great Plains?

Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder). Select New as the SmartList Type. Enter the SmartList ID of the SmartList that you want to modify.

How do I add a column to a SmartList?

Click the columns button and then click the add button. In the Columns window that opens, click the dropdown next to Available Columns, and choose All Columns. This allows you to see all the columns that you could possibly add to this SmartList. Scroll down and find Typical Balance, click it, and click OK.

How can I check batches in GP?

Reprint posted invoice batch

1. Go to Microsoft Dynamics GP > Smart lists > Sales > Receivable Transactions.
2. Press on “Columns” to add the (Batch Number) column.
3. Search by the batch number you have already posted in order to limit down the results to the required transactions within your batch id.

How do I open a SmartList builder?

Click Tools, point to SmartList Builder, and then click SmartList Builder. In the SmartList ID box, type the ID for the new SmartList object. In the Display Name column, select SOP Type. Click the blue arrow to open the Set Field Options window.

How do I open SmartList designer?

How to create a Smartlist Designer report using a SQL View

1. Run grant.
2. Open SmartList (Click on Smartlist under Microsoft Dynamics GP)
3. Click New to open Smartlist Designer.
4. Enter the List Name you want to name it.
5. For Product, select Microsoft Dynamics GP at the top of the pick list.

How do I create a view on Marketo?

To create a view, visit a Smart List and click ‘View: Default’. Then, to create a new view click ‘Create View’. After selecting the required fields, click ‘Save’. Once a new view is created, it can then be applied to any Smart List.