Third party add-ons for Dynamics GP can be used to increase the efficacy of the program. There are a variety of add-ons most companies should consider that will improve the efficiency of searching, analysis, report making, and accessing SQL. I typically recommend the following add-ons: SmartList Builder, SmartFill, and SQL Reporting. Over the next few months, I’ll talk about these add-ons in more detail. Today, I want to focus on SmartListBuilder.
SmartList Builder is an add-on that makes the standard SmartList in GP work better for many companies. With SmartList Builder you are able to custom-build a SmartList with external or GP data. If you have a special report you need to create, such as sales history, or sales transactions, or purchasing, that is not a standard GP SmartList, then SmartList Builder will let you create it and then dump data out to an Excel spreadsheet where you can manipulate it, analyze it, or create additional reports.
The advantage, of course, of being able to dump data into Excel is the ability to use Excel to run hypothetical scenarios, create graphs that can be imported to PowerPoint for presentations, and otherwise use the data from Dynamics GP for decision making and planning. SmartList Builder also allows you to export data to Word or print a report directly from the add-on.
The biggest advantage of SmartList Builder is that it saves time and it makes repetitive tasks easy to do. The report writer that comes with GP is time-consuming and not at all intuitive. For example, let’s say you need to generate a list in Excel every month of all the items you sold for a certain period of time. The basic list could be generated by Dynamics GP, but if you also need to see any special fields, like line item comments for each item sold, then SmartList Builder lets you build a more robust report, and do it very quickly. SmartList Builder also allows users to generate reports using a combination of Dynamics data and other SQL data.
The biggest drawback of SmartList Builder is that you cannot dump out an AP Aging or an AR Aging report from SmartLists without a lot of extra manipulation to get it into Excel. There is an AP/AR Aging report in GP that dumps to a GP Report file, but it’s not compatible with Excel. However, SmartList Builder will let you build a SQL view in the database with all information calculated for you and then, using SmartList Builder, you can pull SQL view data.
SmartList Builder makes monthly reporting faster, better, and easier, and it makes Dynamics GP more versatile by allowing users to have access to information they may not otherwise have access to. It provides a user-friendly interface for making that data usable by people outside of IT and accounting.