Using SmartList Objects

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.

The following must be set up in Equipment Management prior to importing SmartList Builder objects:

• Equipment attributes
• Equipment status
• Equipment user-defined prompts
• Model user-defined prompts

If changes are made to any of these items after importing SmartList Builder objects, you must re-import for those changes to be detected and appear on the Equipment and Equipment Model SmartLists.

You must be logged in as "sa" to import objects.

1. Choose Microsoft Dynamics GP >Tools > SmartList Builder > Import. Choose the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
2. Select the appropriate XML file and choose Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Click OK.
3. 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.

1. Choose Microsoft Dynamics GP > SmartList. Choose Export/Import and then Import.
2. Choose 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.
3. Select the appropriate XML file(s) and choose Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Click OK.
4. Repeat the steps to import additional XML files, as needed.
5. 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.

1. Choose SmartList.
2. Scroll down to the objects that begin with Signature. Click on an object to display the records for that object. Records appear in the right pane of the window.
3. To select a Go To item, select a record for that object and choose 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.

If double-clicking a record does not display a window, choose SmartList > Options to open the Options window. In the Category drop-down list, select the object that is currently highlighted in the SmartList window, then choose OK. In the SmartList window, click the Refresh button, then double-click a record. The window for the default Go To item should appear. Double-clicking will now work for all objects.

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.

1. Choose Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to choose 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_{_}.
3. Choose Options > Duplicate....
4. Choose 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.
5. Enter a New List ID and New List Name, and choose Duplicate.
6. 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.

1. Choose Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to choose 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.
3. Choose Options > Duplicate.
4. Choose Excel Report as the New List Type.
5. Enter a New List ID and New List Name for the Excel Report, and choose Duplicate.
6. 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.

If you use Microsoft Dynamics GP SmartList Builder to create your own SmartLists and Microsoft Excel reports, you can use the following SmartList Builder objects as templates for creating SmartLists in Equipment Management:

• Cost Categories
• Equipment
• Equipment Models
• Meter Readings
• Rental Agreement Lines
• Rental Invoice Lines
• Scheduled Maintenance

These templates are contained in an XML file that can be imported into SmartList Builder. After importing SmartList Builder objects, the templates can be used in SmartList or edited in SmartList Builder or Excel Report Builder.

Preparing Go To items for use in the SmartList window

1. Choose Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder. Choose the lookup button in the SmartList ID field and complete the following steps for each Signature object displayed in the list:
2. Highlight the Signature object in the list and choose Select.
3. Choose the Go To... button. All available Go To locations display. Here you can Add, Edit, or Remove Go To items. When you are finished, Choose OK.
4. In the SmartList Builder window, select Save. When the information has saved, the window will clear.
5. 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? Click 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.

Equipment Manager