Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Smartlist drilling to Trx Entry Screen, not Trx Entry Zoom

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

Have customer using smartlist and smartlist builder. When using standard smartlists, if you doubleclick on a record to drill into it, it always takes you to transaction entry screen, rather than transaction entry zoom. This happens whether or not transaction status is open, history or in work. Any thoughts as to what setting is missing?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Smartlist drilling to Trx Entry Screen, not Trx Entry Zoom

    Hi Mahmoud: Thank you for responding. I appreciate your explanation. In my testing on a couple of different installs, your description is exactly what I found. But, on this particular customer, when I doubleclick on an open transaction, it is still opening the transaction entry screen. If I then try to put in the journal number of the one I am trying to drill into, it tells me, that transaction is already posted. I am also working with MS on this, and their first suggestion was to try disabling all 3rd party products, so we’ll see.

    Thanks, Jim R.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Smartlist drilling to Trx Entry Screen, not Trx Entry Zoom

    Hi Soma: There were two smartlists we were seeing the issue on… financial/ account transactions  & Payables transactions.

    Thanks,

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Smartlist drilling to Trx Entry Screen, not Trx Entry Zoom

    Hello Jim

    Regarding the standard smart list, clicking on a record such as Journal entry or receivable transaction which is "un-posted" will open up the transaction entry window. Although, if it is posted (either open or history), it will open up the inquiry window. Posted transactions would never open up a transaction entry window.

    Furthermore, with the release of the new smart list designer, there is a new feature which enables you to customize the "Go To" behavior and setup which windows to be open.

    Although, in my humble opinion, Smart List builder still have a more powerful Go To feature than the current smart list designer one.

    Let us know if you need any further assistance,

  • soma Profile Picture
    soma 24,410 on at
    RE: Smartlist drilling to Trx Entry Screen, not Trx Entry Zoom

    What is the name of the smartlist? receivable transaction or payable transaction?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans