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  • 1.  Smartlist Builder

    Posted Feb 17, 2021 01:45 AM
    Hello All,

    I'm new to GP's Smartlist feature and I was wondering if there is a guide somewhere that would show me how the ins-and-outs of Smartlist Builder works. For example, right now I'm trying to build a Smartlist that would pull data from both sales transactions and receivable transactions, but from what I can gather based on my internet research, I would need to somehow link these two tables together by a common field(s)? If there is a beginner's/intermediate guide somewhere that would show me the various functions available in Smartlist Builder for me to play around with, then it would be fantastic for me to learn instead of spending countless hours researching on the internet.

    #SmartList #GP2015and2015R2 #TipsandTricks​​​​

    Hai Nguyen
    Accounting Manager
    LRES Corporation
    Orange CA

  • 2.  RE: Smartlist Builder

    Posted Feb 17, 2021 07:09 AM
    Hi @Hai Nguyen

    SmartList BUILDER is an eOne Solutions product and you can download their manual here:

    SmartList Builder By eOne Manual

    There are also some cool videos on how to use SmartList Builder out there with a quick Google search.

    Best of Luck!

    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    Alpharetta, GA

  • 3.  RE: Smartlist Builder

    Posted Feb 18, 2021 10:39 AM

    As Jo pointed out, the manual is a great place to start.  Wanted to just point you to a few other resources that might help you as well.

    1. We have an article that will walk you through the difference between the Left Outer and Equals table join:  Tech Tuesday: Table Joins in SmartList Builder | eOne Solutions
    2. Here is a link to the different functions and what they are that you can use in Calculations:  A list of functions available in Extender and SmartList Builder calculations | eOne Solutions
    3. We have sample templates that you can import and use or learn from if you would like.  There isn't anything there to bring together SOP and RM, but might be others that are helpful.  Download SmartList Builder Now | SmartList Builder | eOne Solutions
    4. We have several recent webinar recordings that might be of interest and help you out.  
      1. Getting Started with SmartList Builder - YouTube
      2. Tips and Tricks for the Advanced SmartList Builder Users - YouTube

    We also offer Self Paced Trainings and one on one trainings is you need further guidance and want to go that route.  Just let me know and I can get you more information on those.

    Nicole Albertson
    Product Manager
    eOne Solutions

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