Meta tags:
description=How to use MS Dynamics SmartList Builder, Excel Report Builder and other Reporting tools to get the data and analysis you need.;

Headings (most frequently used words):

dynamics, to, gp, builders, goto, for, in, building, form, the, builder, reporting, can, invoice, match, po, open, list, navigation, how, get, data, smartlist, and, help, receive, or, this, inventory, item, history, window, receivables, customers, adding, tasks, go, tricks, an, series, post, screen, shots, on, make, great, checklist, field, formating, common, things, check, let, add, some, actions, separate, columns, rather, than, rows, aging, sales, by, months, etc, posts, use, ms, excel, report, other, tools, analysis, you, need, categories, archives, disclamers,

Text of the page (most frequently used words):
the (342), for (99), and (87), this (86), you (72), field (66), that (54), are (37), transaction (37), will (37), window (37), your (36), have (34), open (34), with (31), button (31), can (30), not (29), builder (29), post (29), #invoice (29), fields (28), list (27), actions (27), smartlist (26), match (26), use (25), but (24), inquiry (24), sales (23), add (23), delete (23), history (22), data (21), record (21), work (20), form (20), number (20), item (19), see (19), name (18), dynamics (18), note (18), modify (18), find (18), from (18), group (17), devon (17), select (17), value (17), entry (17), press (17), building (16), these (16), purchasing (16), dropdown (16), goto (16), sql (15), any (15), date (15), type (15), when (15), then (15), transactions (15), check (15), all (14), each (14), line (14), right (14), table (14), tables (14), 2010 (13), calculated (13), customer (13), action (13), look (13), like (12), navigation (12), inventory (12), above (12), order (12), also (12), status (12), other (11), top (11), summary (11), make (11), year (11), document (11), display (11), quantity (11), first (11), series (11), enter (11), step (11), steps (11), need (11), run (11), script (11), site (10), comment (10), report (10), builders (10), here (10), one (10), southall (10), print (10), out (10), middle (10), some (10), set (10), task (10), records (10), unposted (10), receiving (10), bar (9), may (9), about (9), options (9), there (9), quantities (9), let (9), below (9), only (9), common (9), posted (9), pop10500 (9), lines (9), 2011 (8), troubleshooting (8), happy (8), more (8), want (8), end (8), month (8), than (8), edit (8), should (8), related (8), header (8), what (8), same (8), was (8), just (8), receipt (8), email (7), reporting (7), microsoft (7), 2024 (7), would (7), users (7), they (7), been (7), product (7), purchase (7), hold (7), maintenance (7), listed (7), adding (7), default (7), most (7), poprctnm (7), com (6), create (6), excel (6), february (6), receivable (6), posts (6), icon (6), into (6), column (6), next (6), qty (6), current (6), test (6), always (6), know (6), under (6), apply (6), defined (6), typically (6), bottom (6), tasks (6), forms (6), zoom (6), both (6), yes (6), formating (6), many (6), build (6), integer (6), period (6), pop10310 (6), qtyshppd (6), qtymatch (6), pop10600 (6), get (5), account (5), now (5), blog (5), great (5), information (5), november (5), january (5), payables (5), smartlists (5), etc (5), calculation (5), case (5), file (5), correct (5), has (5), time (5), how (5), remove (5), receivables (5), description (5), won (5), new (5), cash (5), selected (5), user (5), numbers (5), pull (5), important (5), tools (5), menu (5), thru (5), zero (5), leave (5), second (5), usage (5), grid (5), row (5), release (5), situations (5), pop1050 (5), pop30310 (5), wordpress (4), required (4), view (4), advice (4), own (4), october (4), way (4), don (4), else (4), last (4), able (4), rather (4), rows (4), items (4), click (4), give (4), size (4), priority (4), card (4), unless (4), procedure (4), payments (4), windows (4), different (4), two (4), reports (4), sure (4), blue (4), left (4), where (4), good (4), details (4), posting (4), because (4), screen (4), selecting (4), problems (4), save (4), best (4), help (4), dexterity (4), part (4), try (4), radio (4), doesn (4), receive (4), pop10300 (4), our (4), before (4), shipment (4), started (3), website (3), comments (3), code (3), management (3), copy (3), search (3), types (3), columns (3), master (3), example (3), amount (3), very (3), since (3), which (3), shows (3), based (3), things (3), its (3), had (3), issues (3), working (3), sop (3), pick (3), ship (3), batch (3), settings (3), orders (3), available (3), lists (3), cards (3), execute (3), advanced (3), prior (3), appear (3), checkbox (3), names (3), box (3), too (3), security (3), another (3), basic (3), sometimes (3), bit (3), trigger (3), determine (3), trial (3), error (3), accessible (3), buttons (3), drilldown (3), remember (3), tricks (3), hopefully (3), using (3), after (3), arrows (3), called (3), show (3), shrink (3), scrolling (3), checkboxes (3), keep (3), discussion (3), pass (3), uses (3), payment (3), specific (3), editable (3), annual (3), helpful (3), analysis (3), contains (3), close (3), accurate (3), comes (3), follow (3), holds (3), optional (3), ponumber (3), matched (3), pop30300 (3), qtyinvcd (3), write (2), content (2), log (2), sign (2), subscribed (2), subscribe (2), already (2), free (2), back (2), suggestions (2), provided (2), kind (2), those (2), march (2), duplicate (2), categories (2), original (2), sum (2), words (2), scenario (2), filter (2), running (2), hand (2), sites (2), north (2), aging (2), dateadd (2), getdate (2), trx (2), something (2), popular (2), few (2), client (2), separate (2), either (2), come (2), months (2), update (2), confirm (2), assign (2), unassign (2), system (2), haven (2), populates (2), parameters (2), changes (2), pre (2), load (2), manual (2), section (2), contain (2), forget (2), especially (2), various (2), off (2), least (2), down (2), every (2), sorry (2), arrow (2), stored (2), shipping (2), really (2), module (2), stores (2), totals (2), social (2), phone (2), index (2), checklist (2), never (2), http (2), janakirammp (2), blogspot (2), 2009 (2), html (2), found (2), say (2), stuck (2), screens (2), until (2), getting (2), sample (2), clicking (2), unfortunately (2), later (2), without (2), mistake (2), problem (2), nothing (2), happen (2), reproduce (2), support (2), debugging (2), tool (2), got (2), accessed (2), key (2), isn (2), via (2), parts (2), expansion (2), access (2), modifier (2), exact (2), redisplay (2), image (2), expand (2), detail (2), little (2), might (2), solution (2), circles (2), desired (2), option (2), circle (2), numbered (2), tab (2), starting (2), feature (2), boxes (2), missed (2), batches (2), area (2), receipts (2), scheduled (2), needed (2), documents (2), return (2), customers (2), address (2), upon (2), projected (2), changed (2), lower (2), displays (2), dependent (2), total (2), demand (2), seen (2), calendar (2), fiscal (2), during (2), routine (2), questions (2), actually (2), hope (2), rcptlnnm (2), lets (2), matches (2), equals (2), pop10340 (2), pop10306 (2), pop10390 (2), pop10360 (2), pop10330 (2), benchmark (2), mind (2), practice (2), fix (2), matter (2), scroll (2), bad (2), deleted (2), issue (2), received (2), remaining (2), shipments (2), tips (2), sidenote (2), populated (2), entered (2), super (2), pending (2), properly (2), ties (2), shipped (2), gets (2), design, loading, collapse, manage, subscriptions, reader, privacy, join, subscribers, affiliated, logo, plains, server, frx, registered, trademarks, corporation, recommendations, risk, warranty, owner, responsible, misuse, personal, opinions, necessarily, software, solutions, inc, disclamers, april, june, july, august, archives, uncategorized, general, older, apologies, thanks, ladies, forum, learn, range, daughter, unselect, location, days, bucket, function, originating, differ, easily, accomplished, seems, become, request, years, coded, requires, imagine, being, recommend, coding, basing, 2017, ideas, who, attempting, include, attempted, syntax, truly, going, saw, forums, knew, extender, avaliable, processing, packing, slip, picking, ticket, allocate, fulfill, transfer, fulfillment, pack, salesperson, inactivate, reactivate, prospect, age, assess, finance, charge, statement, nsf, waive, payable, process, vendors, price, adjust, currency, financial, journal, huge, apparently, programmed, yet, expects, fixed, sp2, true, known, bug, organized, appropriate, processes, instructions, groups, start, included, rest, identical, loaded, pane, send, enabled, built, per, making, useful, final, consider, turning, changing, values, drop, setup, launch, decimal, places, integers, displayed, decimals, weight, 100, hour, views, turn, percentage, 1900, blank, change, fax, text, difference, between, opinion, often, mostly, handy, ago, finished, doing, research, stumbled, across, lover, sara, corbett, her, vein, interestingly, she, compare, think, etiquette, dive, rules, pretty, complex, checkbook, register, blogger, google, sphere, newsgroups, frustrated, trying, agree, perplexed, while, partially, comprehensive, examples, learning, experience, shots, sometime, opening, easy, trickier, subject, screenshots, upper, double, allows, isolate, discussed, exactly, resource, descriptions, explorer, dictonary, gp2010, obvious, seem, wouldn, greyed, hit, becomes, contrast, manufacture, features, ssrs, points, discover, hide, named, switch, programmer, attached, shrinkexpandswitch, scripting, samples, problematic, must, voided, inactive, maybe, odd, better, minds, stumped, vba, macros, were, discarded, toggle, uncheck, tried, luck, except, mariano, several, again, them, alphabetical, means, method, represent, represented, seeing, trickiest, figuring, expect, couple, needs, helps, unlike, integer2, credit, memo, collections, main, loads, sorts, unchecks, active, integer3, bill, third, yearly, advance, tos, take, differently, programmers, put, fascinating, probably, mentioned, brings, point, clients, besides, additionally, assemblies, manufacturing, chevrons, far, title, updated, iv30102, historical, says, interesting, anyone, further, iv30101, moved, cleared, sensitive, sadly, asking, figured, controlled, talk, hidden, folks, david, musgrave, pinged, used, power, expected, spot, link, cause, abandoned, orphan, deleting, following, matching, bin, distribution, tax, serial, lot, generally, visible, still, head, clear, call, partner, department, normal, pressing, respective, times, successfully, releasing, pay, attention, anything, unaware, processed, red, additional, separately, full, shared, community, summit, presentation, fueling, efficiency, powering, utilities, even, side, effect, subledger, effected, effectively, rendering, sigh, didn, finish, applicable, did, pop103xx, verify, clean, corresponding, correcting, equal, porctnm, situation, hypothesis, someone, backed, removed, together, rct1165, screenclip, invoiced, tells, states, rct1128, tell, greater, walk, poptype, invoices, please, refer, followed, home, skip,

Text of the page (random words):
lated data you will need to add tasks to your go to your go to will need to reproduce the same steps in the same order that users do to pull up data on that form your go to needs to enter data leave fields check boxes select radio button options and pick options from dropdown fields just like a user would each of these tasks has its own tricks fields that you enter data into trickiest part is figuring out the name of the field that you enter the data into they will appear on the field dropdown in the order that you tab thru in on the window but the name may not be what you expect you may need to try a couple fields or if you have access to dexterity modifier or the support debugging tool you can find the exact name of the field on the window use the set value of a field and run the field script task type dropdown fields each option on the list is represented with an integer 1 2 3 etc typically they are numbered in the order they appear in the dropdown but you may not be seeing all the options note some fields may have a dexterity feature selected to display the options in alphabetical order which means that you will have to use another method to determine what integer represent each value there is always trial and error create a calculated field to hold your desired integer value to pass to the go to use the set value of a field and run the field script task type radio button options these are the little circles that you can only pick one of the several circles each circle is numbered in the order that you tab thru them starting with zero you need to find the name for the radio group field and pass the correct number for your option to that field again create a calculated field to hold your desired integer value to pass to the go to use the set value of a field and run the field script task type selecting or un selecting checkboxes these are a bit problematic better minds than i have been stumped by this in smartlist builder one solution is to use vba to check a checkbox to make your goto s work mariano in this discussion macros were discarded as a solution because it will toggle the field first time it will uncheck but the next time it will check i have tried using every type of calculated field and sql table field etc with no luck except i have found is that you can use a gp yes no field to trigger a checkbox now since yes no is unfortunately not a calculated field type you must have a yes no field on your gp tables that always stores the correct value try voided or inactive for no and maybe various keep history fields for yes it is a little odd but try it it might just work for you and sorry a sql yes no or bit field won t work use the set value of a field and run the field script task type show hide details use the run field script task type field will be named something like scrolling window expand button or scrolling window shrink button or sometimes just scrolling window shrink show summary button or show detail button l expand button or l shrink button typically will not be the field with switch in the name this is just an image field unless there is no button field then the programmer may have attached the field script to the image field a field l shrinkexpandswitch with scripting is part of the dexterity samples buttons use the run field script task type button names typically have the words on the button and button in the field name like save button or hold button or redisplay button blue arrows are buttons called expansion button with a number you may need to use trial and error to determine the correct one to trigger unless you have access to modifier or dexterity to see the exact field name as always remember to build your go to step by step and to test after each step if you make a mistake nothing will happen when you select your go to hopefully this list will help you add go to s for many parts of gp let me know if you discover any more tricks and i will update this post in the next posts of the series i will be using these steps to build sample go to s for many of the common gp screens until then happy building devon tricks for building an open form goto in the builders february 26 2011 devon southall 1 comment goto s are one of the best features of smartlist builder navigation list builder and now via the drilldown builder excel reports and ssrs reports here are some points to remember when building your go to you can only open forms that have fields that users can enter the key data into sometimes this isn t obvious at first look the item purchasing options would seem like it wouldn t work the key field item number is greyed out but if you hit the save button the item number field becomes accessible in contrast there are no buttons on the manufacture s item number maintenance that will make the item number accessible you can t build a goto to open this form note some of the most popular forms that can t be accessed with a goto s are available as advanced goto s or execute procedure in navigation list builder smartlist advanced goto s payables transaction inquiry purchase order inquiry receivable transaction inquiry sales inquiry navigation list execute procedure sop inquiry rm sales inquiry rm cash inquiry pm transaction entry zoom or pm manual payments zoom in gp2010 these are also available in smartlist builder the name of the window is the name on the top bar of the screen this is the window display name to determine the product series use the support debugging tool i like to got to the security information select by menu and on the menu explorer on the dictonary is listed on the right for the series you will need to use trial error gp s tools resource descriptions window to open the form with the related record s you need to reproduce the same steps in the same order that users do to pull up data on that form so go do just that always build your go to in steps and test for each step first open the form without any tasks test then add your first task test and so on if you make a mistake you will know exactly where your problem is nothing will happen when you select your go to on smartlists i always test by selecting the go to in the smartlist go to dropdown selecting the upper right window icon and clicking on my go to name rather than double clicking on the list item to trigger the default goto this allows me to isolate problems with the go to from problems with the default go to which unfortunately has its own issues to be discussed in a later post for step by step screenshots of building a sample go to in smartlist builder check out this post http janakirammp blogspot com 2009 07 smartlist builder building goto html sometime opening the form is easy but getting the form open with the data related to your smartlist data is a bit trickier that will be the subject of the next post in this series adding tasks until then happy building devon goto series post 1 screen shots on building a goto february 23 2011 february 23 2011 devon southall 1 comment i have not been posting for a while partially because i have been working stuck on a comprehensive series of posts about building go to s with advice and examples for most common screens let s just say that it has been a learning experience my first step was to google what was out in the blog sphere and newsgroups and let me just say many of you are rather frustrated by trying to build go to s i have to agree sometimes i have been perplexed too on how to make a go to work one great post i found was a step by step look at building a pretty complex go to the checkbook register inquiry by the dynamics blogger http janakirammp blogspot com 2009 07 smartlist builder building goto html check it out next post i will dive into basic rules for adding go to s make a great list checklist for field formating common things to check november 30 2010 devon southall 1 comment i started this post 4 months ago but never finished it in doing some builder research for another post i stumbled across a blog from another smartlist lover sara corbett her post smartlist builder etiquette is in the same vein as this post but interestingly she lists different items than i do compare the two posts and comment on what you think is important for a great list what is the difference between a good smartlist and a great smartlist in my opinion it is often in the details mostly the formating details here is a handy checklist of common things to check field formating press the blue arrow in the header left of display name to launch the field settings note index fields check the box to pull the note text all account index fields check the box to pull the account number phone fax numbers select the dropdown for the phone number formating social security numbers select the dropdown for social security formating date fields check the box to display 1 1 1900 as a blank also can change the date formating too fields from sql views make sure you turn off the on quantity fields and add for percentage fields set decimal places especially for fields stored in gp as integers but displayed with decimals in gp like the shipping weight on the item master is stored as 100 where it is really 1 00 hr module stores most hour totals this way field display names add field names from the setup for user defined fields on most maintenance card tables yes you have to type these every time you add these tables sorry look for user defined dropdown fields make sure you enter values see drop down lists in smartlist builder look for fields that will appear more than one on the final list especially fields that will have different data from the various tables consider turning off the display checkbox or at least changing the display name for some fields also don t forget to add useful go to s happy building devon navigation list builder let s add some actions november 5 2010 devon southall 2 comments ok so you have built your navigation list as per my prior post making a new navigation list in builder for gp 2010 now let s add some actions default actions open your new navigation list in your navigation pane and you will see two action categories reports and go to reports will contain the default action print this list go to will contain the default action send to excel both options are enabled when list items are selected and will print only selected items adding to the go to action group this group should open forms pre loaded with the data related to the list item press the actions icon on the top bar for the actions window press the add action button on the middle right select open form on the dropdown give it a description name group of go to button size priority rest of this window is identical to adding a smartlist go to if you want to add a go to to the sop inquiry rm sales inquiry rm cash inquiry pm transaction entry zoom or pm manual payments zoom windows these are included in a different section kind of like the advanced go to s on smartlist builder press the actions icon on the top bar for the actions window press the add action button on the middle right select execute procedure on the dropdown give it a description name group of go to button size priority product is microsoft dynamics gp procedure select from list of forms above bottom of window populates with the parameters required to open this form click on each line press edit button on right and add table and field to find that value on your list adding to the new action group this group should open forms so that users can enter new transactions and or cards press the actions icon on the top bar for the actions window press the add action button on the middle right select open form on the dropdown give it a description name group of new button size priority start like a smartlist goto with your product series and form but typically you won t want to add any tasks you won t want to pre load any data on the form adding to the actions or modify action groups actions group is for processes to the transaction or card on your list modify is for changes to the transaction or card for edit under modify use the go to instructions above unless that transaction is listed below press the actions icon on the top bar for the actions window press the add action button on the middle right select defined action on the dropdown give it a description name group of actions or modify button size priority product is microsoft dynamics gp select the appropriate series and action from the list bottom of window populates with the parameters required for this action click on each line press edit button on right and add table and field to find that value on your list here is an organized list of the defined actions available by series and the group they are typically listed under in navigation lists huge note the defined actions of print and email are in navigation list builder but do not work apparently this is a known bug they haven t been programmed yet ms expects these to be fixed in gp 2010 sp2 this is true for all document types system modify edit note financial journal entry actions back out correct copy post modify delete batch actions post delete account modify open maintenance form inventory items modify delete site assign unassign currency assign unassign item price modify adjust copy delete inventory transaction modify open transaction purchasing vendors modify apply remove hold delete email settings purchase orders modify delete apply remove process hold actions print email see note above payable batch delete post payables transaction modify delete post actions print see note above sales customer modify apply remove hold email settings delete actions age account assess finance charge print statement nsf waive fc prospect modify delete salesperson modify delete inactivate reactivate receivables batch delete post receivables transaction modify delete post actions print email see note above sop fulfillment order actions confirm pack pick ship sales order processing modify apply remove hold delete post open entry edit actions allocate fulfill purchase transfer actions not working see note above print document email print packing slip print picking ticket under the product extender actions are avaliable for delete duplicate open update value let me know if you see any other issues with these actions and happy building devon how to get data in separate columns rather than rows in smartlist builders aging sales by months etc november 1 2010 november 1 2010 devon southall 2 comments this has been on my list of things to blog about but when i saw this post in the forums i knew its time had come i have a client who is attempting to create a sales report which shows sales by customer they want the report to include a separate column for each month based on document date i have attempted to create a calculation for each month if then but either don t have the syntax correct or it is truly not going to work case when sales transaction history document date 1 1 2017 any...