You’re offline. This is a read only version of the page.
270
I have received an inquiry about what Smartlist items have been used frequently in the Finance team. I could not find any report or script to extract it. Can you help?
*This post is locked for comments
Hi Mahmoud,
Yes, the second guess is correct. Finance team is looking for the smartlists that are used frequently in your Dynamics GP environment as some sort of statistical analysis.
Cheers,
Mobin
Thanks all. I've informed my client that it is not available based on Victoria's answer while I gave them some direction based on Soma, Mahmoud and Nataraj answers. Thanks again.
I believe the question has been understood in various ways, either the commonly and frequently used smartlists by the Finance department in general, or the smartlists that are used frequently in your Dynamics GP environment as some sort of statistical analysis.
I am quite curious to hear back from you Mobin,
Victoria is correct - this kind of metric is not recorded in GP. You'll have to rely on anecdotal info from users.
Hi Mobin,
in Smartlists, All the reports come under Financial folder are most preferably used by Finance People. Apart from this Tax Detail calculation from Company folder, Transaction details in Analytical Accounting may be used.
I believe this is primarily related to the role of the finance team in the business as the primary control layer. I have seen several businesses have their finance team control not only the financial perspective of the daily transactions, but also the supply chain activities as well such as; Inventory, Purchasing and Sales.
In this essence, as derived from the basic financial functions, the following is to be considered as the primary source:
Mobin,
I don't believe GP tracks this kind of information. So without setting up something custom for this, you'd need to ask the users to let you know what SmartLists they are using.
I think the below Smartlist are frequently used by a finance team.
1. Account Transactions (Dynamcis GP-->Smartlist-->Financial-->Account Transactions)
2. Bank Transactions (Dynamcis GP-->Smartlist-->Financial-->Bank Transactions)
Note: Some other Smartlist reports also used for their business financial inquiry/auditing.
Hope this helps!!!
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (