Transcription
Microsoft Dynamics GP SmartList Builder User’s GuideWith Excel Report Builder
CopyrightCopyright 2011 Microsoft. All rights reserved.Limitation of liabilityThis document is provided “as-is”. Information and views expressed in this document, includingURL and other Internet Web site references, may change without notice. You bear the risk of usingit.Some examples depicted herein are provided for illustration only and are fictitious. No realassociation or connection is intended or should be inferred.Intellectual propertyThis document does not provide you with any legal rights to any intellectual property in anyMicrosoft product.You may copy and use this document for your internal, reference purposes.TrademarksMicrosoft, Bing, Excel, Microsoft Dynamics, Outlook, SharePoint, SQL Server, and Windows aretrademarks of the Microsoft group of companies. FairCom and c-tree Plus are trademarks ofFairCom Corporation and are registered in the United States and other countries.All other trademarks are property of their respective owners.Warranty disclaimerMicrosoft Corporation disclaims any warranty regarding the sample code contained in thisdocumentation, including the warranties of merchantability and fitness for a particular purpose.License agreementUse of this product is covered by a license agreement provided with the software product. If youhave any questions, please call the Microsoft Dynamics GP Customer Assistance Department at800-456-0025 (in the U.S. or Canada) or 1-701-281-6500.Publication dateApril 2011
ContentsIntroduction . 7What‟s in this manual . 7Symbols and Conventions. 8Part 1: Using SmartList Builder . 9Chapter 1: SmartLists . 10Adding SmartLists . 10Tables . 11Key Fields . 14Fields . 15Additional Tables . 16Matched Tables . 21Modifying and Removing Tables. 23Modifying SmartLists . 23Removing SmartLists. 24Chapter 2: Field Options . 25String Field Options . 25Numeric Field Options . 26Date Field Options . 34List Field Options. 36Chapter 3: Go Tos . 38Go Tos . 38Open Form Go Tos . 39Open SmartList Go Tos . 41Open Website Go Tos . 43Open File Go Tos . 44Execute Procedure Go Tos . 44Open Extender Resource Go Tos . 46Run Drill Down Go Tos . 46Chapter 4: Restrictions . 48Adding Restrictions. 48User Restrictions . 49Restriction Types . 50Date Restrictions . 51SMARTLIST BUILDER3
Chapter 5: Calculated Fields . 52Calculated Fields . 52Functions . 54Chapter 6: SmartList Options . 55Creating Summary SmartLists . 55Setting Summary Methods . 56Creating Multicompany SmartLists . 57Part 2: Using Excel Report Builder. 58Chapter 7: Excel Reports . 59Adding Excel Reports . 59Tables . 60Fields . 62Additional Tables . 63Modifying and Removing Tables. 69Modifying Excel Reports . 69Removing Excel Reports . 69Chapter 8: Field Options . 71String Field Options . 71Numeric Field Options . 72List Field Options. 80Chapter 9: Restrictions . 83Adding Restrictions. 83Restriction Types . 84Date Restrictions . 84Chapter 10: Calculated Fields . 86Calculated Fields . 86Functions . 88Chapter 11: Excel Report Options . 89Selecting Multiple Companies . 89Adding Summary Pages . 91Adding totals . 93Chapter 12: Drill Downs . 94Adding Drill Downs . 944SMARTLIST BUILDER
Chapter 13: Publishing Reports . 97Publishing Reports . 97Bulk Deployment . 99Part 3: Using Navigation List Builder. 103Chapter 14: Navigation Lists . 104Adding Navigation Lists . 104Tables . 105Key Fields . 108Fields . 109Additional Tables . 109Matched Tables . 112Modifying and Removing Tables. 114Modifying Navigation Lists . 114Removing Navigation Lists . 114Chapter 15: Field Options . 116String Field Options . 116Numeric Field Options . 117List Field Options. 124Chapter 16: Actions . 126Actions . 126Open Form Actions . 128Open Website Actions . 130Open File Actions . 131Execute Procedure Actions . 132Defined Actions . 134Chapter 17: Restrictions . 135Adding Restrictions. 135User Restrictions . 136Restriction Types . 137Date Restrictions . 138Chapter 18: Calculated Fields . 139Calculated Fields . 139Functions . 141SMARTLIST BUILDER5
Part 4: Using Drill Down Builder . 142Chapter 19: Drill Downs . 143Adding Drill Downs . 143Parameters . 146Actions . 146Part 5: Utilities . 149Chapter 20: Import and Export . 150Expo
tables, Data Connections, and Extender Resources. Microsoft Dynamics GP tables are defined in a Microsoft Dynamics GP dictionary. This includes third party dictionaries as well as the main Microsoft Dynamics GP application dictionary. When you select a Microsoft Dynamics GP table, the metadata contained in the dictionary can be accessed.
