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 … Continue reading SmartList Search Options – Advanced Search: Using Wildcards and ANY FIELD

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

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

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

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

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

Year End Payroll Data – SQL View for Dynamics GP

Year End is a busy time, especially for those using Dynamics GP Payroll!  Below is a SQL Script that can pull the year end wage file data into a smartlist!  COOL!! It is built to pull in records for federal, state, local, special box and the other box.  Because of this, employees may have multiple … Continue reading Year End Payroll Data – SQL View for Dynamics GP