Using SmartList Designer To Create Vendor EFT SmartList

Microsoft Dynamics GPOne of the really nice new features in Microsoft Dynamics GP 2013 SP2 is the SmartList Designer. This is, to an extent, a cut down replacement of SmartList Builder, which includes much, although not all, of the functionality and is more user friendly.

It also affords the opportunity to all clients to create a report which has long been missing from Microsoft Dynamics GP; a Vendor EFT SmartList which shows the EFT details against the Vendor Remit To Address.

In this post I am going to step through the process of creating this report.

To start, open SmartList (Microsoft Dynamics GP menu » SmartList) and you will see two new buttons at the left of the toolbar; New and Modify (ringed in red):

SmartList

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Installing Microsoft Dynamics GP 2013 R2: Creating A Company

Microsoft Dynamics GPMicrosoft Dynamics GP 2013 R2 is now available. And despite not really having the time to do so at the moment, I can't stop myself from installing it (and as I always do blogging about it as I go).

In this series of posts I am going to do install a stand-alone instance of Microsoft Dynamics GP 2013 R2; the index for this series is here.

To create a new company in Microsoft Dynamics GP 2013 R2 launch GP Utilities from the Windows Start screen and log in using the sa or DYNSA user account:

Welcome to Microsoft Dynamics GP Utilities

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