Using SmartList Objects for Signature Job Cost Products
Using SmartList objects for Signature products
SmartList Builder objects are available for Equipment Management, Job Cost, and Service Management. These objects include Go To items for several windows. Some Go To items appear for multiple objects.
SmartList Designer objects are available for Job Cost and Service Management. For information on using SmartList Designer, see the Microsoft Dynamics GP 2016 Systems User Guide.
Importing SmartList objects
SmartList Builder
You must own SmartList Builder to use Signature SmartList Builder objects.
You must be logged in as "sa" to import objects.
- Select Microsoft Dynamics GP >Tools > SmartList Builder > Import. Select the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
- Select the appropriate XML file and select Open. Then select Import. When the import finishes, a message appears indicating the import process has completed. Select OK.
- Repeat the steps import additional XML files, as needed.
SmartList Designer
If you do not own SmartList Builder, use SmartList Designer to create SmartLists by importing the Signature SmartList Objects.
- Select Microsoft Dynamics GP > SmartList. Select Export/Import and then Import.
- Select Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects. If you have purchased SmartList Builder, you will want to import the objects for SmartList Builder. See the previous section for information on importing SmartList Builder objects.
- Select the appropriate XML file(s) and select Open. Then select Import. When the import finishes, a message appears indicating the import process has completed. Select OK.
- Repeat the steps to import additional XML files, as needed.
- Close the SmartList window and then re-open to complete the import process.
Accessing SmartList objects
You access SmartList objects in the SmartList window. Each object name begins with the word Signature, followed by the descriptive name; for example, Signature Service Calls.
- Select SmartList.
- Scroll down to the objects that begin with Signature. Select an object to display the records for that object. Records appear in the right pane of the window.
- To select a Go To item, select a record for that object, and select the Go To... button. Select an item from the Go To menu. You can also double-click a record to display the default Go To item, which is the first item in the Go To menu.
For information on using the SmartList window, see the Microsoft Dynamics GP documentation.
Modifying SmartList Builder objects
Any modifications that you make to one of the imported SmartList templates will be lost if you re-import SmartList Builder objects. Before you modify a template, we recommend duplicating the SmartList and making changes to the copy.
- Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
- Use the lookup button to select the SmartList ID of the object you would like to duplicate. The Equipment Management SmartList Builder objects that you imported are identified with _S_EMS_{_}.
- Select Options > Duplicate....
- Select SmartList as the New List Type. You can also duplicate the template into Excel Report Builder; see Creating a SmartList Object Excel Report for details.
- Enter a New List ID and New List Name, and select Duplicate.
- The new SmartList opens and can be edited in the SmartList Builder window. We recommend modifying this copy, as any changes that you make to the original template will be lost if you need to re-import SmartList Builder objects.
Refer to the SmartList Builder (with Excel Report Builder) user documentation for information on editing SmartList Builder objects.
Creating a SmartList Object Excel Report
You can create Excel Reports from the SmartList objects that you imported.
- Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
- Use the lookup button to select the SmartList ID of the object you would like to duplicate. The Signature SmartList Builder objects that you imported are identified with S_ for Service Management or Job Cost and EMS_ for Equipment Management.
- Select Options > Duplicate....
- Select Excel Report as the New List Type.
- Enter a New List ID and New List Name for the Excel Report, and select Duplicate.
- The new report opens in Excel Report Builder, where you can modify the Excel Report. Refer to the SmartList Builder (with Excel Report Builder) user documentation for more details.
Preparing Go To items for use in the SmartList window
- Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder. Select the lookup button in the SmartList ID field and complete the following steps for each Signature object displayed in the list:
- Highlight the Signature object in the list and click Select.
- Select the Go To... button. All available Go To locations display. Here you can Add, Edit, or Remove Go To items. When you are finished, Select OK.
- In the SmartList Builder window, select Save. When the information has saved, the window will clear.
- When you have completed these steps for each object in the list, close the SmartList Builder window. Open the SmartList window under Microsoft Dynamics GP > SmartList. The following message will appear: SmartList Builder has detected changes to be made. Do you want to make these changes now? Select Yes. The update will take a few moments.
When the update completes, the SmartList window will open. You are now ready to use the Signature SmartLists and Go To items.
Signature Objects and Go To items reference
The following Signature objects and Go To items are available for use in SmartList.
Service Management
Object | Go To items |
---|---|
Signature Service Calls | Service Call, Service Manager, Customer, Location, Contracts |
Signature Service Customer Locations | Service Manager, Service Call History, Equipment Summary, Customer, Location |
Signature Service Equipment | Equipment, Contract, Service Manager, Customer, Location |
Signature Service Invoice History | Invoice, Service Call, Service Manager, Customer, Location |
Signature Service Invoice Open | Invoice, Service Call, Service Manager, Customer, Location |
Signature Service Maintenance Contracts | Contract, Contract Coverage, Revenue/Costs, Service Manager, Customer, Location |
Job Cost
Object | Go To items |
---|---|
Signature Job Billings | Invoice Zoom, Job Status, Billed Position, Billing Inquiry |
Signature Job Cost Codes | Cost Code, Cost Code Setup, Cost Code Transactions, Cost Code Summary, Job Status, Job Maintenance |
Signature Job Subcontractors | Vendor Status, Job Status, Job Maintenance, Billed Position, Master Vendor Dates, Master Subcontractor, Subcontractor Status |
Signature Job Transactions | Job Cost Transaction Zoom, Cost Code Summary, Job Status, Job Maintenance |
Signature Jobs | Job Status, Job Change Orders, Billed Position, Billing Inquiry, Project Status, Job Maintenance |