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Microsoft Dynamics GP (Archived)

SMARTLISTS - Users who do not have a GP Login

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I am new to this organization to which I now work and have had to pick up where my predecessor who left without a lot of info in his wake.

One issue I cannot seem to resolve on my own is that of consistently deploying new smart-lists.

I have learned we have deployed hundreds of these across the organization over the years which are no more than spreadsheet lists of GL account transactions segregated by each business unit. I have been partly successful in taking an excel file that works and editing it's connection info, and creating a corresponding view in the requisite DB. I then duplicated the perms on the view with one that works for others (which is no more than the dyn user group) .

This works MOST of the time but not all. I then looked at the user themselves to determine if there is a pattern to GP users to NON GP users to uncover a pattern that way but to no avail.

GP logins do not seem to be needed as we have been doing this successfully without them for many dozens of these spreadsheets. What am I missing in the security model as pertains to particularly NON GP users ?

(Oh yeah I know that's probably not textbook but as I said I'm new here so - baby steps on making a process change in that regard)

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  • Almas Mahfooz Profile Picture
    11,009 User Group Leader on at

    Your questions seems interesting but not totally clear to me. : ) Sorry about that.

    So you are creating excel and then Sql views and then using those views in smartlist??? Can you list down the steps?

  • Suggested answer
    ShawnMD Profile Picture
    1,456 User Group Leader on at

    It almost seems like you are using Excel Refreshable Reports - these (at their core) originate from Smartlists, but live in Excel with a data connection to GP.  

    GP User ID's, in this scenario, don't grant permission to Excel Reports, but rather the AD account.  Typically the AD account is assigned to a rpt_XXXX role on the SQL Server.  Perhaps your GP users are already part of a rpt_XXX role while others are not... I would check those and report back your findings.

  • Community Member Profile Picture
    on at

    Update -

    Let me edit my comm a little here. Our user community here refers to any and all Excel sheets produced from GP as "Smartlists" so apologies for the misdirect.

    These are distributed Excel sheets based on views. Following this post <48 hours later I found all I had created started magically working for the users to which they were distributed. "Working" to mean on opening the sheet, it refreshed for them all transactions avail in that view.

    The explanation we are going with here is that the Active Directory took some extended time to propagate throughout the enterprise these members and their group associations for the new BI report group that I created specifically for these views.

    Thank you both for your replies.

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