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

Why do you see zero dollar payments on the check remittance???

Have you ever seen payments from the Select Checks and Edit Checks window that have an amount of zero? This happens because the Automatically Apply Existing Unapplied check boxes for Payments, Credit Memos and Returns are automatically marked when you open the Select Checks window.

These options will apply remaining unapplied Payments, Credit Memos, and/or Returns to open invoices for the vendor before creating the check for payment.

This is the reason why you see the REMITxxxxxx document numbers that does not come from EFT payments. The system was able to fully pay the remaining amount for the invoice or vendor by using the total unapplied amount of the Payments, Credit Memos, and/or Returns for the vendor. By default, the system will show you what has been applied to the invoice even if there were no checks created.

You cannot print a check for a non- EFT zero dollar payment.

When you print a batch of checks, remittance forms will be printed for any payments in the batch that have an amount of zero.

On the first remittance for a payment that has an amount of zero, the Check Number field is set to REMIT00000000000001. This number automatically increments for each successive remittance.

Remittances are not posted to Bank Reconciliation for the following reasons:

· Remittances for payments that have a amount of zero use distinctive check numbers. These check numbers have a prefix that differs from the prefix of check numbers for other remittances.

· Remittances for payments that have an amount of zero do not use check stubs.

Note: Unmarking the “Print Previously Applied Documents on Remittance” in the Payables Management Setup window will not prevent the zero dollar REMIT documents from being created.

Support Debugging Tool

Are you responsible for support Dynamics GP? Do you wish you could run SQL Scripts from inside of GP? Do you wish you could better log error messages or system issues? Well if that is the case you need to make sure you download and install the Support Debugging Tool.

The Support Debugging Tool is a Dexterity built application which contains a collection of utilities and tools to make the task of supporting, developing and debugging Microsoft Dynamics GP easier and faster.

Examples of use
The Support Debugging Tool can be used for many purposes. Some examples of these are listed below:

• It can help you identify the specific series of events which lead up to an issue or bug in the code occurring.
  


• It can be used to quickly and simply turn on all logging and profiling capabilities without restarting the application. This can be useful when looking at performance problems.
  


• It can be used to find details about dictionary resources.
  


• It can be used to identify resources (forms, reports and tables) causing security access issues.
  


• It can be used to enable and disable third party products or change the order of the products in the launch file.
  


• It can be used to export data from and import to any table.
  


• It can be used to run SQL or Dexterity scripts without needing Dexterity or SQL Administration Tools installed.
  


• It can be used to capture and email or save screenshots of all open windows and a system status report.
  


• It can be used to send email to the system administrator, even on systems without a locally installed Outlook client.
  


• It can assist in resolving issues with reports using Report Writer (RW) user defined functions.
  

What can it do for me?

The tool currently contains the following Standard Mode features (that do not require system administrator or database owner (dbo) privileges):

• Manual Logging Mode
  Turn on SQL logging, Dexterity script logging, and Dexterity script profiling with a single mouse click without needing to edit the dex.ini file or exit the application. Start logging just before an error or performance problem and stop logging immediately afterwards.
  


• Individual Logging Mode
  Control SQL logging, Dexterity script logging, and Dexterity script profiling individually.
  


• Dex.ini Settings
  Provides an user interface to a number of Debugging Tool, application and debugging related dex.ini file settings.
  


• Resource Information
  Identifies display names, technical names, physical names and resource IDs for dictionary resources (forms, windows, reports, tables and fields) from any one known value. Great for entering obscure SQL column names (physical names) and getting the field's technical name.
  


• Security Profiler
  Monitors all application level security requests. This is a great tool for identifying the cause of privilege errors caused by hidden windows.
  


• Configuration Export/Import
  Allows Support Debugging Tool settings to be exported and imported using XML files. You can create settings on your system and send them to the customer to use.
  

The tool currently contains the following Advanced Mode features (that do require system administrator or database owner (dbo) privileges. Dexterity and SQL skills are also necessary):

• Automatic Debugger Mode
  This is the mode where you can create a Dexterity trigger to execute off almost any event. It can then run a sanScript script (which can include SQL queries) to check for some sort of error condition. While this mode is active, the system will be logging all Dexterity and SQL activity and so when the error condition occurs the complete logs of the events leading up to the condition have been captured.
  


• Dictionary Control
  This window allows the application dictionaries in the system to be control without manually editing the Dynamics.set launch file. You can disable triggers and use of alternate windows and these changes can be remembered for next login. Great for "removing" 3rd party add-ons when testing. You can also re-order products in the Dynamics.set launch file to resolve potential clashes between 3rd party add-ons.
  


• XML Table Export
  You can select any number of tables from any product in the system and export them as a single XML file. This can be used to backup demo or test data, or can be used to obtain specific data from the customer without sending a backup of the entire database.
  


• XML Table Import
  You can import back any table(s) previously exported using the XML Table Export tool.
  


• Runtime Execute
  This is a Dexterity sanScript editor which can be used to execute any script in the context of any dictionary. It includes a number of helper functions to make working across dictionaries easier. Sometimes fixing data is much easier in a procedural language environment rather than a SQL query.
  


• SQL Execute
  This is a mini SQL Query Analyzer which can be used to execute almost any Transact-SQL script. It includes the ability to automatically translate Dexterity technical names for tables and fields into their physical name equivalents used by SQL. No need to install the SQL Administration tools just to run a quick query.
  


• Configuration Maintenance
  This option just allows the settings in the tool to be cleared if they are no longer needed.
  

NOTE: While in Standard Mode, the Automatic Debugger Mode can be active, it just cannot have any settings changed.

The tool is free and available for download from CustomerSource. You can also contact support or your assigned consultant at Collins Computing and we can assist you with installing this very useful tool.