Category: SmartList Search Options

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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