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Friday, September 21, 2012

Additional Sorts in Smartlist…. not just one

Posted by Armanino Dynamics Team

Hello, this time I just want to share something I learned sometime ago but to my surprise being completely honest most people I show them never heard about this.Me

I know people that use Smartlist extensively, they really use it but the pain they have is sorting, I have witnessed many exports to Excel and even some people were some kind of creative that they made their own “Export Solution” to do what? you may ask, and yes you have the answer, to SORT by other columns.

So when I show them this trick they just think that I’ve been hanging around with MGomez, FHamelly, DPitcher, the famous SChapman, MPolino, and many more just I wont finish the list.

 

Here it is… how about if I tell you I can show you how to sort Smartlist by using multiple fields, different sorts and even with fields not being displayed on the smartlist itself?

Lets open Smartlist….

SM1

Double click on one of your smartlist objects, I am choosing the “All” in Account Transactions.

Once the Search dialog appears click the button on the bottom called “Order By”

SM2

Then the Select Order By window appears, note on my example that I sorted my list by Account, then by Series (Descending), by Transaction Date and by the User Who Posted.

The User Who Posted is a field that is not being displayed in the screen, even in this example the user who posted is not doing us any good report wise as we cannot see the value, it’s a clear example that you can use a non displayed field to sort.

SM3

Once you have chosen the available columns and moved them to the Order by section you click OK to go back to smartlist search dialog, then OK again to have the search executed.

SM4

As you can see the result is ordered by the Account number, then by the series int value, then by date.

Don’t forget that once you define your sort, save your smartlist definition so you don’t have to re-work.

I hope I can save you sometime with Excel macros and ease your job directly from Dynamics GP Smartlist.

 

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