Import and Export for Office in GP 2013

A customer ran across an interesting issue with Excel Based Budgeting after they upgraded to GP 2013. They had been using Excel Based Budgeting in GP 2010 successfully – mostly to import/update existing budgets based on their existing spreadsheets.  What was successful in GP 2010, wasn’t working in GP 2013 – specifically cells that were based…

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Identifying where SmartList Column Data comes from

Recently, I had a support case which asked the following: “When I go to Add the Sales Account Number to the Sales Line Items SmartList, there are three Sales Account Number Columns available. What is the difference between them?” So, I wanted to work out a method to make it fairly easy for customers and…

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Why does SmartList not return all of the expected data for large queries?

Here is another support issue that you might come across. I just closed a case where a SmartList was returning less than the expected number of records. If a SQL Statement was executed via the SQL Server Management Studio, it returned more records than were shown in the SmartList. The system was comprised of a…

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SmartList not working properly, Search window does not display correctly

Yesterday, I had a support case come in where the customer was complaining that SmartList was not working properly and that the Search window was not being displayed correctly. The Problem During a screen sharing session with the customer, they explained that when they first opened SmartList and then the Search window it would say…

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Editing Standard SmartLists with SmartList Builder

Every now and then I get asked “How you can modify an existing SmartList favorite with SmartList Builder?”. The short answer is you cannot. This is because the standard SmartLists are written as Dexterity code in each of the dictionaries that integrate with the SmartList dictionary. The Dexterity Integration Guide document (IG.PDF) has an entire section…

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Changing the Phone Number Format

One of the most common customisations outside of North America is changing the Phone Number Format.  The North American default format of (XXX) XXX-XXXX  Ext. XXXX is not always suitable for other countries. For example: Australia, Singapore and Malaysia now use a domestic format of a 2 digit area code and a 8 digit phone…

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Microsoft Office Click-to-Run and Microsoft Dynamics GP

I recently had a support case where the customer was receiving the error “Unable to start Microsoft Excel.” from Microsoft Dynamics GP when trying to export from SmartList to Microsoft Office Excel. We went through a number of tests and checks, such as launching Excel to make sure it was installed and was working. We also…

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SmartList Builder based on SQL View not returning data

I have yet another interesting case to discuss with you. The partner had created a set of views into the SQL data with the final view being displayed as a SmartList after being added using SmartList Builder.  This post is not going to cover how to use SmartList or SmartList Builder, but instead focus on the…

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Smartlist: Exports slowly to Excel – Part 2

This is the 4th post in a series of Smartlist posts in the last weeks.  In these articles, I’ve given answers and solutions to common questions about Smartlist that are typically of the “Why doesn’t Smartlist..?” variety. Last week, the question we were looking at was: Why does Smartlist export to Excel so slowly? The answer…

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Smartlist: Exports slowly to Excel – Part 1

In the last few weeks (here and here), I’ve enumerated several questions that I’ve been asked and have seen posted to the public Dynamics GP newsgroups.  These questions are typically of the “Why doesn’t Smartlist..?” variety. In this post and a few planned future posts, I’ll look at each of these questions individually and give a…

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Smartlist: Splitter control in Smartlist window doesn’t work

Last week, I enumerated several questions that I’ve been asked and have seen posted to the public Dynamics GP newsgroups.  These questions are typically of the “Why doesn’t Smartlist..?” variety. In this post and a few planned future posts, I’ll look at each of these questions individually and give a few thoughts around them and…

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Smartlist: Only the data area should grow

I’ve seen several questions over the years on Smartlist of the “Why doesn’t it?” variety such as: Why does Smartlist export to Excel so slowly? Because Smartlist exports row by row and sets each cell individually. Why does Smartlist automatically try to display the default Smartlist when the node is selected (such as Customers)? It…

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