Home > Duplicate/Copy, Excel Report Builder, General - Builders > Copy a basic SmartList from GP into SmartList Builder?

Copy a basic SmartList from GP into SmartList Builder?

I hate it when I am wrong!   I have been posting that there is no way to copy a basic SmartList (one that comes with GP without Builder) into Builder.  While that is true…

Someone at Microsoft has been recreating these SmartLists with ALL the tables in Builder.  (The templates have been around a while for download but earlier versions weren’t very good.)

SmartList Templates for Microsoft Dynamics GP 10.0
(These require a CustomerSource Logon to download.)

I haven’t looked at all of them, but most seem very good.**  Check out all of the tables used on the Receivable Transactions SmartList:

Remember that Advanced GoTo’s don’t import so you will need to add GoTo’s to:

  • Payables Transaction Inquiry
  • Purchase Order Inquiry
  • Receivable Transaction Inquiry
  • Sales Inquiry (Sales Order Processing)

Also remember that not all SmartList functionality is reproducible in Builder.  For example, on Sales Transactions the default GoTo opens Entry if the transaction is open and Inquiry if the transaction is in History.  This is typical for many transaction SmartLists.  We can’t reproduce this in Builder (yet?… hint, hint…).  We have to build two GoTo’s, one to the entry screen and one to the inquiry screen and pick which to make the default GoTo.

One more thing…  The SmartLists from GP change the field names for user defined fields, you will need to do this yourself in Builder.

Happy Building,
Devon

**Here is a list of issues I see (to be revised as more are identified):

  • CUST_ADD – Customer Addresses & VEND_ADD – Vendor Addresses:  link to Internet Information table, see my post on this
  • ITEM – Items: link to Multiple Manufacture Items Master – this table can contain more than one record per item, so could cause Items to appear multiple times, if the table is used this way

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