SmartList Designer Tips
Next in our series of SmartList Designer blogs, we’ll look at a common request for viewing vendor details within SmartList: displaying the 1099 detail information for a given period. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.)
This will show you how to create a brand new SmartList from an existing Dynamics GP table, with just a single table. This process can be repeated with any table.
Highlight the Purchasing folder in SmartList and click New.
Next, give the new list a name (e.g. “Vendor 1099 period detail”). Expand the folders MS Dynamics GP > Tables > Purchasing > Purchasing 1099 Period Detail.
Add checkmarks to select the following fields from the table:
Click OK and you will see this new list as a new folder under Purchasing. You can also create additional favorites with restrictions for the year, period, etc. within this folder.