How to use SmartList Builder to create a SmartList object that has a "Go To" function for the Sales Transaction Entry window

This article describes how to use SmartList Builder to create a SmartList object that has a Go To function for the Sales Transaction Entry window in Microsoft Dynamics GP and in Microsoft Business Solutions - Great Plains.

Applies to:   Microsoft Dynamics GP
Original KB number:   914894

Although this article describes how to create a Go To function that uses the Sales Transaction Work table, you can use other Work tables and Open tables.

To create a SmartList object that has a Go To function for the Sales Transaction Entry window, follow these steps:

  1. Follow the appropriate step:

    • In Microsoft Dynamics GP 10.0 and later, point to Tools on the Microsoft Dynamics GP menu, point to SmartList Builder, and then select SmartList Builder.
    • In Microsoft Dynamics GP 9.0, point to SmartList Builder on the Tools menu, and then select SmartList Builder.
  2. In the SmartList ID box, type an ID for the new object.

  3. In the SmartList Name box, type the name that you want to use for the object.

    Note

    This name is the name that you will see in SmartList. The name that you type automatically populates the Item Name box.

  4. Select the plus sign next to the Tables area, and then select the appropriate item:

    • In Microsoft Dynamics GP, select Microsoft Dynamics GP Table.
    • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains Table.
  5. In the Add Table window, follow these steps:

    1. In the Product list, select the appropriate item:
      • In Microsoft Dynamics GP, select Microsoft Dynamics GP.
      • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains.
    2. In the Series list, select Sales.
    3. In the Table list, select Sales Transaction Work, and then select Save.
  6. On the SmartList Builder menu, select Go To, select the plus sign, and then select Open Form.

  7. In the Add Go To - Open Form form, follow these steps:

    1. In the Description box, type a description.
    2. In the Product list, select the appropriate item:
      • In Microsoft Dynamics GP, select Microsoft Dynamics GP.
      • In Microsoft Business Solutions - Great Plains 8.0, select Great Plains.
    3. In the Series list, select Sales.
    4. In the Form list, select Sales Transaction Entry.
  8. Select the plus sign to open the Add Task window, and then follow these steps:

    1. In the Task Type list, select Set a field value and run the field script.
    2. In the Field list, select SOP Type.
    3. In the Table list, select Sales Transaction Work.
    4. In the Value list, select SOP Type, and then select Save.
  9. Select the plus sign to open the Add Task window, and then follow these steps:

    1. In the Task Type list, select Set the value of a field.
    2. In the Field list, select (L) Temp Type.
    3. In the Table list, select Sales Transaction Work.
    4. In the Value list, select SOP Type, and then select Save.
  10. Select the plus sign to open the Add Task window, and then follow these steps:

    1. In the Task Type list, select Set a field value and run the field script.
    2. In the Field list, select (L) Temp Control Number.
    3. In the Table list, select Sales Transaction Work.
    4. In the Value list, select SOP Number, select Save, and then select Save again.

    Note

    By using the local temporary fields, you are using the fields that Dexterity uses. Therefore, the process will still work if an existing document is displayed. The program will prompt you to save any changes if the existing document was altered.

  11. In the Default Go To list, select the new Go To function that you created in step 7 and in step 8, and then select OK.

  12. In the Default column of the SmartList Builder window, select the fields that you want to display in the new SmartList object.

    For example, select SOP Type, SOP Number, and Order Date.

  13. Select Save, and then close the SmartList Builder window.

  14. On the View menu, select SmartList.

  15. When you are prompted to make changes in SmartList, select Yes.

  16. Grant security to the new SmartList object so that you can see the new SmartList object. To do this, follow the appropriate steps.

    In Microsoft Dynamics GP 10.0 and later

    1. Point to Tools on the Microsoft Dynamics GP menu, point to Setup, point to System, and then select Security Tasks.
    2. In the Task ID list, select the appropriate task ID.
    3. In the Product list, select SmartList.
    4. In the Type list, select SmartList Object.
    5. In the Series list, select SmartList Object.
    6. Select the check box for the SmartList object that you created, and then select Save.
    7. Exit and then restart SmartList.

    In Microsoft Dynamics GP 9.0

    1. On the Tools menu, select Setup, select System, and then select SmartList Security.
    2. In the Company list, select the company.
    3. In the User ID list, select the user.
    4. In the SmartList Objects area, select the check box for the new SmartList object, and then select OK.
    5. Exit and then restart SmartList.

    Note

    If you are using Microsoft Business Solutions - Great Plains 8.0, skip this step.

  17. Select the name of the new SmartList object that you created.

  18. Double-click a record that is returned in the results.

The Sales Transaction Entry window opens, and data is passed to the window. If you open the new SmartList object in SmartList, and you can see the number 6 under SOP Type, follow these steps:

  1. Select Tools, point to SmartList Builder, and then select SmartList Builder.

  2. In the SmartList ID box, type the ID for the new SmartList object.

  3. In the Display Name column, select SOP Type.

  4. Select the blue arrow to open the Set Field Options window.

  5. Change the 0 to a 6, and then type Fulfillment Order in the Description box.

  6. Select Save, and then select Save again.

  7. Open SmartList, and then select the new object.

    Fulfillment Order is now displayed instead of 6.