MDGP 2013 Feature of the Day: Default Sort Order For Favorites

Microsoft Dynamics GPMicrosoft are posting the Microsoft Dynamics GP 2013 Feature of the Day series on the Inside Microsoft Dynamics GP Blog.

The forty sixth feature they’ve announced is Default Sort Order For Favorites.

Customers have the ability to choose SmartList Favorites within lookups and select to save that lookup as the default. Once this has been chosen as the default, the next time the user enters the lookup the list will populate based off the view they selected as the default.

This gives the customer the flexibility to set the lookups based off how they need to see the data and can save them valuable time in the application. The Set as Default option is available within the Customer and Prospects, Vendors, Items, Salespeople and Employees lookups;

Customers and Prospects Lookup

Continue reading “MDGP 2013 Feature of the Day: Default Sort Order For Favorites”

Mark Polino’s Weekly MS Connect Suggestion – Better Control of SmartList Visibility

Microsoft DynamicsContinuing Mark Polino’s weekly DynamicAccounting.net series of posts recommending an MS Connect suggestion.

This weeks is a vote on changing the default SmartList visibility option. This suggestion differs from the previous ones as it is one of Mark’s own suggestions that he has submitted to the MS Connect site.

I’ll admit I’ve tended not to stress to customers that any one of the options in the SmartList favourites window is any better than the others; I’ve tended to explain what they all do and left it at that. But thinking about it now, this is a bad approach as without guidance to any particular selection the average user will leave it at the default which is currently System. Mark’s suggestion would change this to User which would generally leave a tidier SmartList favourites list visible to the system.

If you’d be interested in seeing this change made, please go to Connect and vote.

SmartList Wildcards

Microsoft Dynamics GPThe Google-fu is weak with this one (this one being me). I read a post ages ago on the subject of SmartList wildcards which looked like it would be really useful, but then, after I’d forgotton the details, couldn’t find it again no matter what searches I tried.

Then, a couple of days ago, Tim Cruickshank, on the Rose Business Solutions blog, posted a few tips and tricks he’d picked up at Convergence, one of which was SmartList Wildcards.

Continue reading “SmartList Wildcards”

How To Use All Account User Defined Fields On SmartLists – Step By Step

Microsoft Dynamics GPIn a post last week I linked to Frank Hamelly’s post on using all four User Defined Fields on the Account Maintenance window (Cards » Financial » Account).

I thought it might be useful to follow up with a step-by-step explanation of creating a SmartList for historical GL transactions with all four user defined fields from the account. Continue reading “How To Use All Account User Defined Fields On SmartLists – Step By Step”

Feature Explained: SmartList Favourites

Microsoft Dynamics GPSmartList is a fantastic module; easy to use and very flexible with great integration with Excel (and with the Letter Writing Assistant which I’ll cover in a week or two’s time).

However, it seems we get an inordinate amount of queries from our clients on how to use it. How to customise the lists to their needs or how to save them for future reference. Continue reading “Feature Explained: SmartList Favourites”

SmartList Pane Sizes

Microsoft Dynamics GPOne of my biggest problems with the SmartList in Microsoft Dynamics GP is the size of the two panes. The left hand pane resizes itself when you change the size of SmartList; when maximised it ends up being two fifths of the screen size which seriously cuts down the space for viewing the report.

But, now, help is at hand. Frank Hamelly, a Microsoft Dynamics GP MVP, on GP2themax has posted a modified SmartList window, from Nicole Albertson of Microsoft, which resizes the left pane.

The modified window is loaded in via Customisation Maintenance (Microsoft Dynamics menu » Tools » Customise » Customisation Maintenance) from a .package file and works by keeping the left pane a set size which maximises the pane showing the report data.

Hopefully, the next version of Microsoft Dynamics GP will come with a built in solution to this.