Category: Smartlists

SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD

As part of a SmartList Search series (which can be found here), we will discuss advance search requirements AND using wildcards.

Wildcards are available in the SmartList search.  They are a few that I know of… someone once told me there were others but I have yet to figure that out… if I have missed any, leave a comment below and TEACH ME!!!

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SmartList Search Options – Using basic search requirements AND Field comparisons!

As part of a SmartList Search series (which can be found here), we will discuss how to use the search window for basic search requirements.  Requirements can go beyond basic, don’t worry, we talk about that too!

Basic Search Options

Each SmartList can be filtered… and they can be filtered by multiple values.  Each filter criteria is called a Search Definition.  There are 4 available in the SmartList search.  For example, if I wanted a list of GL Transactions for account 000-1100-00, I can do that, but I can also add additional criteria.  How about GL Transactions for account 000-1100-00 AND only those transactions that posted on May 31, 2017.  I can do that too.

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SmartList Search Options – Maximum Records & Search Types (And/Or Logic)

As part of a SmartList Search series (which can be found here), we will discuss the search options available in the search window.

Search options are found at the bottom of the SmartList search window.  There are two options available; Maximum Records and Search Type.  In addition to these two options, I will also talk about the three buttons below the search options (Clear All, Columns, Order By).

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GP #LifeHacks 163: Smartlists gone WILD!! Search Functionality explained

One of the MANY things that sets Dynamics GP apart from other ERP solutions… SMARTLISTS BABY!!!

Smartlists are a linear list of your data.  You can customize them easily but out of the box, there are lists for all transactions, vendors, customers, and TONS of other things.

With the SmartList tool (free/included with Microsoft Dynamics GP) you have the ability to do some valuable filtering of your data… this filtering is made available through data ‘Search’ options.

A simple search example would be, show me all the transactions for Vendor XYZ… and BOOM, there they are… but what if your search is a little more complex that that?  Let’s take a look at the options for basic and advanced search functionality.

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GP #LifeHacks 137: Add a SQL View to Smartlist using Designer

Dynamics GP offers a very good tool to create your own Smartlists… Smartlist Designer.

One of the cool things users can do is incorporate custom SQL views into Smartlist through SmartList designer… this can be a HUGE time saver and really gives you the ability to get data you would normally not be able to get in a normal Smartlists.

Below are the steps needed to add a SQL View to your Smartlists.

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GP #LifeHacks 119: Year End Wage Data in a Smartlist using a SQL View

As year end quickly approaches, I wanted to share with my followers a very helpful #GPLifeHack that turns your year end wage file data into a Smartlist for easy auditing and review!

There is an ‘edit’ report for W2’s but it’s in long form and difficult to review – plus it is not easily exported to Excel.  What exports easily to Excel?  SMARTLISTS!!! YEAH THEY DO!

Let’s make this year-end process easier by creating a Smartlist for year end W2 data! 

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Year End Payroll Data – SQL View for Dynamics GP

CREATE VIEW [dbo].[Year_End_Wage_Data_Payroll]
AS

-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
-- Year End Wage Data
-- Run Against Company Database
-- Only provides data populated by the Year End Closing Routine
-- Visit http://GPLifehacks.com for more cool GP Stuff!
-- Updated by: Shawn Dorward - As of 10/06/2017
-- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~
SELECT
A.RPTNGYR Year1,
A.LASTNAME Last_Name,
A.FRSTNAME First_Name,
A.EMPLOYID Employee_ID,
A.ADDRESS1 Address_1,
A.ADDRESS2 Address_2,
A.Address3 Address_3,
A.CITY City,
A.STATE State,
A.ZIPCODE Zip_Code,
A.WGTPCOMP Gross_Wages,
A.FEDITXWH Federal_Tax_Withheld,
A.SSECWAGS SS_Wages,
A.SSTXWHLD SS_Tax_Withheld,
A.MCRWGTPS Medicare_Wages,
A.MDCRTXWH Medicare_Tax_Withheld,
B.STATECD State_Tax_Code,
B.STATEWGS State_Wages,
B.STATINTX State_Tax_Withheld,
C.LOCLCODE Local_Tax_Code,
C.LOCLWGES Local_Wages,
C.LCLINTAX Local_Tax_Withheld

--Payroll Year End Table
FROM UPR10101 A 

-- Adding Payroll Year End State Table
left outer join
UPR10105 B on A.RPTNGYR = B.RPTNGYR and A.EMPLOYID = B.EMPLOYID 

-- Adding Payroll Year End Local Table
left outer join
UPR10106 C on A.RPTNGYR = C.RPTNGYR and A.EMPLOYID = C.EMPLOYID 

go
grant select on [Year_End_Wage_Data_Payroll] TO DYNGRP