- [Narrator] Microsoft Dynamics GP has a great ad hoc
query tool called the smart list.
I highly recommend that you use it.
It's a great way to get data out of the system into Excel.
Click on the main Microsoft Dynamics menu
and select SmartList.
Now you'd think the best way to do a new SmartList
is to click the new button.
However, that brings up the SmartList designer
which is rather daunting.
It has single queries, it has lists of tables
that are showing you every table in the system,
so forth.
Very powerful,
but not the easiest way to create a SmartList.
There's a better way.
Simply use one of the built in SmartLists.
So for our example, we'll create a list of vendors
in the state of Illinois.
So I click on purchasing, then vendors,
and you see the * there, that is our sort of default
SmartList which acts as a good starting point
for a SmartList.
So I click on the Favorites button
and now I can give this my own name.
My Vendor List for IL,
and I can add it as a favorite
and notice I can make it visible to just myself,
or to the whole system, or just to one company.
I'm going to make this visible to the whole system.
So I have my own SmartList and I can come back in next week
and I can run my vendor list.
If I make any changes to it I have to click on favorites
again and hit modify.
So I'm going to make a change.
I need to filter it using the search button
where this state is equal to IL.
Notice here if you're going to get back more than a 1000
vendors in IL this would clip out at 1000.
So what I do is I just put a very large number in here
so that doesn't happen.
A million or so.
I hit okay, now I have it filtered to just vendors in IL,
and if I want to add for instance the vendor contact,
I can hit the add button, I can search in here,
hit the tab button or the find next actually,
we'll get me down to where I can get the vendor contact.
I can click on that
and position it to where I want it to go.
I hit okay, and now I have a list
that I've just made a change to it.
So please remember go back to favorites and hit modify.
If I don't like this list and I want to get rid of it,
back to favorites I can hit remove,
and it will remove it from the system.
Great feature here is once I have this list if I want to
export it to Excel, it's as simple as clicking a button,
and it will export it to an Excel spreadsheet.