Access External Tables Using SmartList Builder
Can I access external SQL tables in SmartList Builder? We want to query
tables in the Tensoft Fabless Semiconductor Manufacturing (FSM) software
module that is bolted to GP. Thank you.
You certainly can! If your tables reside in another database, you will need
to create views from within your GP company database as follow:
create view vwTensoftTable as
select field1, field2,...,fieldN from YourTensoftDatabase.dbo.tensofttable
You will need to then grant permissions to DYNGRP on those views. From there
on, you can pull into SLB.
Mariano Gomez, ...SmartList Security for New SmartLists
I'm having a problem with version 9 SmartList Security.
I create a SmartList and then open SmartList and let it add the new object.
I go to Advanced Security and the SmartList is marked automatically but
nobody that is marked for it can see it. I have to unmark and remark the
Is there a setup issue or a software issue?
Charles Allen, MVP
I have you gone into Smart list Security. I have found that even though the
New Smartlist object is checked in Advanced Security, it will not be checked
in the Smart List Security.
I believe that this has been writt...SmartList/SmartList builder
I was training a group of customers today on SmartList builder and they were
creating trying to create a SmartList report. Everything goes well until at
least 4 or 5 of them were having errors saving the SmartList in the
SmartList Builder window. The error was something about a duplicate key
being created on the SLB11000 and the SLB 11100 tables (I cannot recall
which users have errors on which tables) but after attempting to save the
SmartList ID and building the SmartList ID on the actual SmartList view, I
cannot see the favorite there. (They say they may have, at one point in...Received Not Invoiced
GP 9.0 contains a prewritten Smartlist under Receivings line Items entitled
"Shipments Received but Not Invoiced*". I, erroneously, expected the results
to match the Received Not Invoiced report (Reports - Purchasing - Analysis -
Received Not Invoiced). However, it does not. In my instance, the Smartlist
contains numerous items that are not on the report.
It appears that the Smartlist is simply querying POP10500 file and comparing
the QTY Shipped field to the QTY Matched fields and displaying those items
where these amounts are not equal.
When I attempted to examine the Rece...Smartlist Security
OK... SmartlIst Builder.... V10
Where did they now hide the Smartlist Security window to give User/User
Class access to the new objects????
Access to smartlists is controled through the Alternate/Modified forms and
Reports (Tools->Setup->System->Alternate......) Select the profile (forms
and reports group) to be modified and then select Smartlists. View the list
of Smartlists and mark which ones this profile should have access to.
Richard L. Whaley
Author / Consultant / MVP 2006-2008
Documentation for Software Users
Get our Free Tips and Tricks Newsletter and ch...Smartlist Creation
New User - Went into Smartlist under Customer Balance and added the aging to
it but when it refreshed everything was 0-30 days. I know if I run an AR
aging report it will not reflect everything in 0-30 days. Where does the
Smartlist pull its data from.
Go to Tools->Routines->Sales->Ageing and run this process. It ages the
accounts just like the report but it writes the data back to the tables.
This provides the data for the SmartList as well as updating the agening
displays and information printed on statements.
Richard L. Whaley
btw.....more informat...Default column layout in Smartlist Builder
When generating new Smart list using the Smartlist Builder tool it would be
great to allow for a means of identifying what the default column layout to
be rather that having to create a favorite to do that. For Example. If SLB
wanted to place columns 1, 2, 3, 4, 5 as such you could tell it to make it 5,
4, 3, 2, 1 instead in the root folder of the new SL created
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see th...SMARTLIST REPORTS
i can't modify smartlist reports is there a way to modify reports from
smartlist. can i modify smartlist reports in version 9 or in the succeeding
If you are talking about creating you own smartlist reports, you can use
Smartlist Builder. This will allow you to create your own smartlist, as well
as use SQL Views to pull into Smartlists.
If this is not what you are looking for, can you please explain a little
more about which reports you want to modify in Smartlist.
> i can't mod...V10 Smartlist Builder smartlists
I upgraded from V9 to V10, none of my users (except power users) see the
manufacturing smartlists or the Smartlist Builder smartlists we created in V9.
Where is the security for this?
Is there any way to group the ever increasing list of SmartList
reports into logical 'folders'. Would be great to have one for
Finance, one for Operations etc. and have department or function
specific reports under there instead of a huge list through which one
has to scroll.
Nope, but it would be nice. I have seen folks add their name to the
end so other people know no to change it. You could add a department
to the front so at least everything would be grouped together. Then
again, you've already got a big list like the rest of us don't you?
Mark (DynamicAccounti...Smartlist builder-New smartlist
I have users (set up as a poweruser in Dynamics) that can start the process
of building a brand new smartlist.
They select the table and the key field, then click save.
Smartlist builder returns to the previous window but none of the table
fields are listed on the right side (it is just blank)
Usually it lists all the table fields and you can select which ones to use
(with check boxes) and which will default.
I dont understand what is going on or where to even check...
Has anyone else see this?
...Aging and Smartlist Glitch???
I have run a Vendor Balance Smartlist and also an aged TB with options for
payables. There is a discrepancy between the two reports for one particular
vendor. Does anyone know how this is possible, and also how to fix the
amount that one report is showing??
The balance on the Trial Balance is correct, the smartlist is showing that I
owe them more money than I really do.
Check the currency of your vendor. Smart list may (likely is not sure if
current version of smart list can handle multi currency, older ones could
not) be picking up the default currency that you have setup w...duplicating SmartLists in SmartList Builder
Let's say that you create a SmartList in SmartList Builder. And, let's say
that you want to create a similar SmartList in SmartList Builder without
having to reinvent the wheel.
How do you do this? Exporting the original SmartList ID to an xml file and
importing it does not do any good, because doing so does nothing more than
import that SmartList back into the original SmartList ID.
I tested, just now, the idea of opening the xml file in text and replacing
the ID and SmartList/Item name with a different ID and name. That did not
So, is there a way to d...Smartlist Builder View Security
I have a poweruser who builds Smartlist reports but she does not have access
to SQL. When she creates a new report using an existing View, the user
always gets a blank Smartlist report (exploring...completed... no records).
We followed the advice to mark all tables and views in SmartList builder
security but that never seems to do the trick.
I am running grant.sql on all our companies now.
Does she have to come to me to run the script every time she has a new
report? Why doesn't the Smartlist Security option add DYNGRP to the view
Because Smartlis...SmartList Print
We added a note field to a SmartList. When we run the SmartList, we see the
note in its entirety. When we print to screen, the note is cutoff. The
report cannot be modified in Report writer because it was not created in
Report writer. It exports to Excel correctly. Any ideas regarding how to
print the SmartList to show the note field in its entirety?
From Microsoft: It looks like this is a limitation of the report that
SmartList is printing to. This is a hard-coded report that isn't associated
with Report Writer, so it cannot be modified. If I chose to export the
results to a...Smartlist
Is there anyway to show total value in smartlist, like Total Sales in one
Yes, there is with SmartList Builder from eOne Solutions or AnyView from
> Is there anyway to show total value in smartlist, like Total Sales in one
> month period.
I am trying to use SmartList and when I do it gives me a "The product is not
loaded "error message.
I looked in the Knowledgebase and found Article 904043 which states that PDK
has started before GP.
As I am accessing GP through a remote desktop, how do I start GP before PDK?
...SmartList Builder Smartlist returning 0.00
Hello there, I have a custom smart list built through smartlist builder based
on a single view. The view returns customer sales and returns data. The
view works correctly, the security is dialed in and the smart list is setup
and runs fine. The issue is that the smart list displays 0.00 for all dollar
amounts. Again, both the view and the sql generated by dynamics for the
smart list (via sql profiler) return actual dollar amounts.
I am wondering how to get the favorites to update when the smartlist is
updated? I have added several columns to a smartlist. However, the favorites
that users have created do not show these new columns, not is it an option to
add them when you click Columns. Do all favorites have to be recreated in
order to make use of the smartlist updates? Thanks.
When a user creates favorites, they can select, among other things, the
columns to show. Now if someone comes along and changes the columns in the
default SmartList...why should it change someone's favorites when they had it
the way ...Date() frustration within query builder
I have created an application which scans barcoded mail items and
injects results into a.n.other table.
As part of v2 I'm trying to offer even more usability/funtionality.
Basically at the end of the day when the operator produces his/her
'dayend' tasks I want to offer them a button on the main form which,
when clicked runs a query which shows a total for today of pieces of
mail type "blah" - in this case, there's only a choice of two mail
types. goneaways & prizedraws.
http://pastebin.com/m2f6bec45 - this works fine when manually entering
the date in the...smartlist for inventory
I am trying to build a smartlist that will give the item opening balance,
items received/shipped and closing balance. Is anything like this possible
and can anyone guide me?
I assume you want to do this "as of" a particular date, and covering a
specified date range? I think the historical stock status report is your
best shot for using an existing tool to get this info out of gp. Otherwise,
I think you'd need a custom solution (dexterity or crystal reports).
"Jack Tundra" wrote:
> I am trying to build a smartlist that will give the item o...Retained Earnings Smartlist after Year End Close
We just completed a GL YE Close on GP 10 (SP1). When running an account
transactions smartlist which is filtered for the RE Account and Date Range of
12/31/2008 and 01/01/2009, i am seeing the same dollar amount being repeared
multiple times. Its a DEBIT entry with a "BBF" source document. The journal
entry number is also the same, and this same amount repeats 12 times. If i
run the same query in SQL, i get 12 records, but with different dollar
BBF Stands for Balance Brought Forward and from my experience it seems like a
one sided Journal entr...Smartlist problem
One of our users has an issue with SmartList. She will open Smartlist, but
as soon as she clicks on one of the list options, Smartlist automatically
pick one other specific list (not the one selected) and locks up. The list
that is causing the issue is a 3rd party product list. This only happens
about 30% of the time that she uses Smartlist, but she uses it frequently so
this is of great annoyance.
Anybody have any suggestions?
...smartlist builder with go to to another smartlist
I have a custom smartlist that shows inventory within each lot that is
populating from GP tables. I created another smartlist using a custom sql
table. I set up a go to from the first smart list to pass the lotnumber
parameter to the custom sql smartlist. I can't get it to show any results
when I use that go to, but when I search manually, it works.
Check your key fields
Leslie Vail, CPA, MCT, MVP
MCBSP-Application for Microsoft Dynamics GP
MCBSP-Installation and Configuration for Microsoft Dynamics GP
When I make changes to a smartlist can I save with another name, that way I
don't have to re-create the report?
Within the Smartlist window, you can click Favorites. It allows you to type
a new name, delete/remove, or modify the current Smartlist.
> When I make changes to a smartlist can I save with another name, that way I
> don't have to re-create the report?