Creating Unposted Manual Payments Smartlist using Smartlist Designer
Open up Smartlist (Microsoft Dynamics > Smartlist)
Click on the New button in the Smartlist toolbar.
Enter a List Name (i.e. Unposted Manual Payments), select Microsoft Dynamics GP in the Product dropdown, and select Purchasing for the Series.
Expand Microsoft Dynamics GP > Tables > Purchasing by clicking on the plus signs.
Scroll down the Purchasing list and check the box next to PM Manual Payment WORK File. The Selected Fields section will then display what columns of data that will be pulled into the smartlist view. You can create Relationships or add Filters in this window as well.
Clicking on the Execute Query button will display the data results in a preview pane on the bottom of the window under Result’s Preview. This will help the user to validate the data that is being pulled so modifications can be made if necessary.
When complete, click OK.
The new smartlist view will now appear in the Smartlist window. All the normal functionality can be applied to this new smartlist (adding restrictions through the Search function and adding/removing Columns). One thing to note is that smartlists created through Smartlist Designer are not dynamic. So users can’t double click on a particular transaction or line within the smartlist and navigate into the document window.
This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.