Friday, July 31, 2009

Getting Started with SmartList Builder

Have you ever wished you could create a new SmartList? I am sure we all have had ideas about additional SmartLists that we would like to have. Well that is why Microsoft came out with SmartList Builder, but the problem is that is can be very tough to get started.

  • What table do you use?
  • How do you link the tables?
  • What fields should I show?
  • Do I need totals or summaries?

Well now Microsoft has create over 100 templates to get you started. They can be downloaded from CustomerSource or you can contact your Collins Computing team.

The following is a list of templates that are available:

· Activity Tracking
· Tax Detail Transactions
· Account Summary
· Account Transactions
· Accounts
· Bank Transactions
· Multidimensional Analysis
· Exchange Rates
· Cash Receipts
· Commissions
· Customer Addresses
· Customer Items
· Customer Period Summary
· Customer/Vendor
· Customers
· Receivables Transactions
· Prospects
· Sales Line Items
· Sales Transactions
· Invoicing Lines
· Payables Distributions
· Payables Transactions
· Vendor Addresses
· Vendors
· Purchase Line Items
· Purchase Orders
· Receivings Line Items
· Receivings Transactions
· Inventory Purchase Receipts
· Inventory Transactions
· Item Quantities
· Items
· Landed Cost Group ID
· Landed Cost ID
· Stock Count
· Vendor Items
· Assembly Orders
· Bill of Materials
· Bill of Materials Components
· Employee Summary
· Employees
· Payroll Historical Trx
· Payroll Transactions
· Applicant
· Applicant Education
· Applicant Skills
· Employee Benefits
· Employee Education
· Injuries
· Post-Dated Pay Rates
· Contract Lines
· Contracts
· Equipment
· Field Service Calls
· History Contract Lines
· History Contracts
· History Field Service Calls
· History RMA Lines
· History RMAs
· History RTV Lines
· History RTVs
· RMA Lines
· RMAs
· RTV Lines
· RTVs
· Work Orders
· Manufacturing Bill of Materials
· Manufacturing Item Details
· Manufacturing Orders
· Manufacturing Potential Shortages
· Manufacturing Receipt Master
· Manufacturing Routing Line
· Manufacturing Serial Trace
· Manufacturing SO/MO Link
· Manufacturing Work in Process
· Picklists
· Recorded Outsourcing Shipments
· Sales Documents Not Linked to Manufacturing
· Suggested Outsourcing Purchase Orders
· Suggested Outsourcing Shipments
· PA Billing Cycle
· PA Billing Historical Transactions
· PA Billing Open Transactions
· PA Billing Work Transactions
· PA Contracts
· PA Cost Categories
· PA Employee Expense Historical Transactions
· PA Employee Expense Transactions
· PA Equipment
· PA Equipment Log Historical Transactions
· PA Equipment Log Transactions
· PA IV Transfer Historical Transactions
· PA IV Transfer Transactions
· PA Miscellaneous
· PA Miscellaneous Log Historical Transactions
· PA Miscellaneous Log Transactions
· PA Projects
· PA Timesheet Historical Transactions
· PA Timesheet Transactions
· Fixed Assets
· Fixed Assets Books
· Fixed Assets Purchase