Are You a Smart Aleck? SmartList Designer vs SmartList Builder
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The document presents an overview of SmartList Designer and SmartList Builder, two tools related to Dynamics GP, detailing their features and a comparison of capabilities. SmartList Designer is user-friendly with simple functionalities, while SmartList Builder offers robust options for SQL table data manipulation and complex calculations. The future plans include enhancements from Microsoft and a web/mobile version of SmartList Builder by E1 Solutions.
Are You a Smart Aleck? SmartList Designer vs SmartList Builder
- 1. #GPUGsummit Are you a Smart Aleck? SmartList Designer vs SmartList Builder
- 2. #GPUGsummit Introduction • Presenter: Andrew Kampwerth • Application Consultant at Sikich LLP • Sikich is a leading accounting, advisory, technology and managed services firm. • Contact Information: • 12655 Olive Blvd, Suite 200 St. Louis, MO 63141 • 314-275-7277 • akampwerth@sikich.com 2
- 3. #GPUGsummit Agenda 3 • History of SLB and Designer • Features • Comparison Chart • First Hand Look • What’s Next
- 4. #GPUGsummit History 4 • SmartList Designer was released with GP 2013 SP2 (FREE) • Enhanced with GP 2013 R2 • SmartList Builder is one of the most popular (if not THE) add-ons for Dynamics GP • Periodically switched hands, but is now owned by its original creator, eONE Solutions
- 5. #GPUGsummit Features – SmartList Designer 5 • Accessed by clicking ‘NEW’ on the SmartList window • Built on a very intuitive UI • Extremely user friendly • Displays tables using in an easy-to-find manner • Allows user to create simple calculated fields • Can preview the data before releasing into production • Modify default SmartLists • Deploys with a simple click on ‘OK’, without having to update a cache • SmartList Splitter!
- 6. #GPUGsummit Features – SmartList Builder 6 • Very robust capabilities • Allows user to pull data from any SQL table or view • Can link up to 32 Dynamics GP tables together • Create multi-company (or database) SmartLists • ‘SQL Scripting’ Feature • Create complex calculations, restrictions, and Go-To’s • Table Finder • Search by GP window, field name, or value • Convert SmartLists from Designer to SLB • Beyond purchasing SLB, you also receive Excel Report Builder and Navigation List Builder
- 7. #GPUGsummit Comparison Chart 7 Feature SmartList Builder SmartList Designer Create new SmartLists Yes Yes Modify default SmartLists Yes No Link tables Yes Yes Combine work, open and history tables Yes No Use SQL Views as tables Yes Yes Use SQL Tables as tables Yes No Use SQL Scripts as tables Yes No Use SQL objects from other databases Yes No Use Extender resources as tables Yes No Use SmartLists as tables Yes No Create Go Tos Yes No Add fields to display by default Yes Yes
- 8. #GPUGsummit Comparison Chart Cont’d 8 Feature SmartList Builder SmartList Designer Add fields as available but hidden by default Yes No String formatting Yes No Date formatting Yes No Edit list items Yes No Display numbers as currencies Yes Limited Display variable decimal places Yes No Display numbers as percentages Yes No Display numbers as negative Yes No Display account indexes as accounts Yes No Display note indexes as notes Yes No Bulk edit field settings Yes No Calculated fields Yes Limited Restrictions Yes Limited
- 9. #GPUGsummit Comparison Chart Cont’d 9 Feature SmartList Builder SmartList Designer Multi-company SmartLists Yes No Summary SmartLists Yes No Reorder columns Yes No Preview data Yes Yes Preview SQL Script Yes Yes List level security Yes No Table level security Yes No Record level security Yes No Functional security Yes No Create Excel Reports Yes No Create Navigation Lists Yes No Create drill downs Yes No Table finder Yes No Import and export setup Yes No Duplicate lists Yes No
- 10. #GPUGsummit First Hand Look 10
- 11. #GPUGsummit What’s Next • Microsoft has stated that they plan to continue enhancements to SmartList Designer • Next major release is GP 2015 in Q4 • eONE plans to deliver a web/mobile version of SmartLists to display your SmartList Builder lists. • Accessible through a tablet or phone using a browser • Additional new features: Create custom folders in SmartList, select fields to total in Excel Reports, Subtotals in Excel Reports 11
- 12. #GPUGsummit Questions? What Have You Learned? What Can You Share? 12 akampwerth@sikich.com