Creating a report that displays a top 10 list has never been so easy. Now you can write one using Microsoft Dynamics GP SmartList via the steps below.
• Open the Vendor folder in SmartList.
• Click on Columns from the SmartList toolbar.
• Click on Add.
• Highlight the Amount Billed YTD.
• Click OK.
• Click on Search from the SmartList toolbar.
• Enter 10 in the field labeled Maximum Number.
• Click on Order By.
• Highlight Amount Billed YTD.
• Click on Insert.
• Choose Descending in the drop-down box where the displayed default choice is Ascending. This will cause the system to go through all the accounts, selecting the ones with the largest dollar amounts.
• Click OK.
• Scroll until you see Amount Billed YTD column and click on the Column Header twice so the largest dollar amount is on the top (descending order).
The result is a useful and easy-to-update way to display top customers, vendors and others.
Showing posts with label Smartlist. Show all posts
Showing posts with label Smartlist. Show all posts
Using SmartList to Analyze General Ledger Activity
You can use SmartList to analyze General Ledger activity. With a few simple steps you can view details on accounts payables transactions in a specific General Ledger account for a specific period of time. Here’s how.
• In SmartList, open Account Transactions.
• Click on the Columns button and then Add.
• Add the following Columns: Originating Master ID, Originating Master Name, Originating Document Number, and Series.
• In Row 1 of the Search Window, select Series “is equal to” Purchasing.
• In Row 2 of the Search Window, select Account Number “is equal to” and enter the account number you want to analyze.
• In Row 3 of the Search Window, select Trx Date “is between” and enter the beginning and ending period dates you want to analyze.
• Click OK to view the details of the Accounts Payable transactions, including Vendor ID, Vendor Name and Document Number.
• Save as a Favorite.
• From here you can click the Go To button and drill back to the GL summary or detail inquiry window, which will allow you to return to the originating transaction.
For future months, you can edit the Favorite to change the period dates.
• In SmartList, open Account Transactions.
• Click on the Columns button and then Add.
• Add the following Columns: Originating Master ID, Originating Master Name, Originating Document Number, and Series.
• In Row 1 of the Search Window, select Series “is equal to” Purchasing.
• In Row 2 of the Search Window, select Account Number “is equal to” and enter the account number you want to analyze.
• In Row 3 of the Search Window, select Trx Date “is between” and enter the beginning and ending period dates you want to analyze.
• Click OK to view the details of the Accounts Payable transactions, including Vendor ID, Vendor Name and Document Number.
• Save as a Favorite.
• From here you can click the Go To button and drill back to the GL summary or detail inquiry window, which will allow you to return to the originating transaction.
For future months, you can edit the Favorite to change the period dates.
Store a SmartList Favorite in your Start-up Folder
By storing one of your SmartList favorites in your start-up folder, your
customized view of your data will appear upon logging in. Here’s how
to set it up.
From the navigation pane:
• Select the Shortcut Folder
• Click “Add”
• Select a SmartList Favorite
• Select your personal favorites from the list
• Click “Add”
• Click “Done”
The next time you log in, the SmartList will appear in the first window
that opens.
customized view of your data will appear upon logging in. Here’s how
to set it up.
From the navigation pane:
• Select the Shortcut Folder
• Click “Add”
• Select a SmartList Favorite
• Select your personal favorites from the list
• Click “Add”
• Click “Done”
The next time you log in, the SmartList will appear in the first window
that opens.
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