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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Navigation Lists
Microsoft Dynamics GP (Archived)

Navigation Lists

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Posted on by Katie Pieczynski 3,225

Hello,

I am working with the Sales order transactions built in navigation list.  I use this to batch process my orders to invoices.  I would like to get the column Batch ID into this as I only want to process what is in our Vship Complete batch. (sometimes we have things fall into an incomplete batch) and I do not want to touch those.  It does not appear that I can easily add this column into the already defined navigation list.  I tried createing a new navigation list but then I cannot add the actions to email invoices........ I am on GP 2010.  Does anyone know a work around for this?  the Columns that are available to me are: Information, Date, Document Type, Document Number, Customer ID, Customer Name, Status, Amount, Currency ID, Customer PO , Ship to add, salesperson id, sales doc status, proces hold id, requested shiop date, expired date, shiop complete, and the all fo the workflow fields which we do not use.

Thanks

Katie

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  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at

    The mechanism for adding columns not displayed in the Navigation List is to select the tiny arrow to the right of the Navigation List Name above the filters, which will bring up a menu which contains a customize option. See the image below:

    Selecting the arrow in the List View Customization window to the right of Columns will open the Columns Details window. You can select additional columns here. Unfortunately, Batch ID is not one of them.

    I do not know of a way to add columns not already associated with the Navigation List to this window.

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    "Navigation list builder" gives you such extended capabilities. Here is an old reference for Navigation List Builder

    Still, it will not allow you to modify existing navigation list. You will be able to create customized smart list which is tailored to your business needs.

    Your feedback is highly appreciated,

  • Katie Pieczynski Profile Picture
    Katie Pieczynski 3,225 on at

    I have worked with the builder and have tried to build one which brings in everythign I need but I cant seem to add the actions I need (print and email invocies)  I believe I was told that those actions are not available in GP 2010.  Do you know if this is true?  If it is true then why are the actions available in the out of the box navigation list?

    Thank you

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Katie

    E-mail functionality is provided in GP 2010. You might not have activated it. Here is some important references to consider:

    Configuring Email for Sales and Purchasing Documents in Microsoft Dynamics GP 2010
    Emailing Documents in Microsoft Dynamics GP 2010

  • Katie Pieczynski Profile Picture
    Katie Pieczynski 3,225 on at

    We do currently use the email functions.  In the out of the box navigation list, the email function is already set up and works.  The problem I am running into is when I built a new naviation list, that action is not available for me to add to my list.  Unless I am building the list wrong..........

  • Katie Pieczynski Profile Picture
    Katie Pieczynski 3,225 on at

    Well I just found this so it appears that I cannot add the actions to a newly created list.

    community.dynamics.com/.../85874.aspx

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Yes, that's true.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Katie,

    Nothing like responding to a post 4 years later. I truly hope you found a positive solution to your need. Granted my solution to this issue is long overdue to solve your issue I thought it may be valuable for others that stumble across this post.

    I did some digging through the code that the Navigation List sits on and basically tracked down all the way to the root of the data displayed. At the very base of the Navigation List code sits 2 distinct views. sopHistoryTransactions and sopWorkTransactions

    In these views the fields in the navigation list are available. The Workflow Originator field is BLANK so I altered it to point to the Batch Number field. Voila, the batch numbers now exist in the Navigation List to search by and all I did was change which field is represented in the Workflow Originator.

    The only thing that this causes is you will most likely have to redeploy / alter the views again when an upgrade occurs.

    Below is the update script for GP 2018 if anyone is interested but basically you scroll down and change the following

    ‘’ as ‘Workflow Originator’  to BACHNUMB as ‘Workflow Originator’

    Do this in both views and add the Workflow Originator to your Navigation List and the data will show, sort, and filter immediately.

    Hope this helps someone out there. The application of this solution is pretty much open to any field just be careful and take backups before going to wild with the modifications.

    Best wishes

    Sean

    /****** Object:  View [dbo].[sopWorkTransactions]    Script Date: 5/16/2018 10:56:13 PM ******/

    SET ANSI_NULLS ON

    GO

     

    SET QUOTED_IDENTIFIER ON

    GO

     

     ALTER VIEW [dbo].[sopWorkTransactions] as (  select 0 as 'MKTOPROC',  0 as 'InfoValue',  0 as 'CURRNIDX',   GETDATE() AS 'DOCDATE',  0 as 'SOURCE',  0 as 'DOCTYPE',  REPLICATE('X', 21) as 'DOCTYNAM',  REPLICATE('X', 21) as 'DOCNUMBR',  REPLICATE('X', 15) as 'CUSTNMBR',  REPLICATE('X', 65) as 'CUSTNAME',  0 as 'PROSPECT',  0 as 'DCSTATUS',  REPLICATE('X', 31) as 'STSDESCR',  9999999999999.99999 as 'DOCAMNT',  REPLICATE('X', 15) as 'CURNCYID',  REPLICATE('X', 21) as 'CSTPONBR',  REPLICATE('X', 15) as 'PRSTADCD',  REPLICATE('X', 15) as 'SLPRSNID',  REPLICATE('X', 21) as 'SOPNUMBE',  0 as 'SOPSTATUS',  REPLICATE('X', 51) as 'SOPSTSDESCR',  REPLICATE('X', 21) as 'INVCNMBR',  0 as 'VOIDED',  REPLICATE('X', 15) as 'PRCHLDID',  GETDATE() AS 'QUOEXPDA',  GETDATE() AS 'ReqShipDate',  0 as 'ALLOCABY',  REPLICATE('X', 15) as 'DOCID',  0 as 'Password_Valid',  REPLICATE('X', 51) as 'Workflow_Name',  0 as 'Workflow_Approval_Status',  GETDATE() AS 'Workflow_Due_Date',  0 as 'Workflow_Priority',  REPLICATE('X', 238) as 'Workflow_Originator',  REPLICATE('X', 238) as 'Workflow_Approver',  9999999999999.9999 as 'QTYTOPURCH',  0 as 'SHIPCOMPLETE',  0 as 'WF_Step_Type',  REPLICATE('X', 15) as 'BACHNUMB',  REPLICATE('X', 15) as 'BCHSOURC',  0 as 'Emailed'  where (1 = 0)  UNION ALL   select 0 as 'MKTOPROC',   0 as 'InfoValue',  0 as 'CURRNIDX',  ['Sales Transaction Work'].[DOCDATE] as 'DOCDATE',  11 as 'SOURCE',   ['Sales Transaction Work'].[SOPTYPE] as 'DOCTYPE',  DOCTYNAM = dbo.DYN_FUNC_SOP_Type(['Sales Transaction Work'].[SOPTYPE]),  rtrim(['Sales Transaction Work'].[SOPNUMBE]) as 'DOCNUMBR',  rtrim(['Sales Transaction Work'].[CUSTNMBR]) as 'CUSTNMBR',  rtrim(['Sales Transaction Work'].[CUSTNAME]) as 'CUSTNAME',  ['Sales Transaction Work'].[PROSPECT] as 'PROSPECT',  DCSTATUS = 1,  STSDESCR = 'Work.',  ['Sales Transaction Work'].[DOCAMNT] as 'DOCAMNT',  rtrim(['Sales Transaction Work'].[CURNCYID]) as 'CURNCYID',   rtrim(['Sales Transaction Work'].[CSTPONBR]) as 'CSTPONBR',  rtrim(['Sales Transaction Work'].[PRSTADCD]) as 'PRSTADCD',  rtrim(['Sales Transaction Work'].[SLPRSNID]) as 'SLPRSNID',  '' as 'SOPNUMBE',  SOPSTATUS = ['Sales Transaction Work'].[SOPSTATUS],  SOPSTSDESCR = ISNULL(dbo.DYN_FUNC_SOP_Status(['Sales Transaction Work'].[SOPSTATUS]),''),  '' as 'INVCNMBR',  ['Sales Transaction Work'].[VOIDSTTS] as 'VOIDED',  '' as 'PRCHLDID',  ['Sales Transaction Work'].[QUOEXPDA] as 'QUOEXPDA',  ['Sales Transaction Work'].[ReqShipDate] as 'ReqShipDate',  ['Sales Transaction Work'].[ALLOCABY] as 'ALLOCABY',  rtrim(['Sales Transaction Work'].[DOCID]) as 'DOCID',  Password_Valid = 0,  Workflow_Name = '',   Workflow_Approval_Status = case ['Sales Transaction Work'].[SOPTYPE]  when 1 then ['Sales Transaction Work'].[WorkflowApprStatusQuote]  when 2 then ['Sales Transaction Work'].[WorkflowApprStatCreditLm]  when 3 then ['Sales Transaction Work'].[WorkflowApprStatCreditLm]  when 6 then ['Sales Transaction Work'].[WorkflowApprStatCreditLm]  else 0  end,  '01-01-1900' as 'Workflow_Due_Date',  Workflow_Priority = case ['Sales Transaction Work'].[SOPTYPE]  when 1 then ['Sales Transaction Work'].[WorkflowPriorityQuote]  else ['Sales Transaction Work'].[WorkflowPriorityCreditLm]  end,  BACHNUMB as 'Workflow_Originator',  '' as 'Workflow_Approver',  0 as 'QTYTOPURCH',  ['Sales Transaction Work'].[SHIPCOMPLETE] as 'SHIPCOMPLETE',  0 as 'WF_Step_Type',  rtrim(['Sales Transaction Work'].[BACHNUMB]) as 'BACHNUMB',  rtrim(['Sales Transaction Work'].[BCHSOURC]) as 'BCHSOURC',  Emailed = dbo.coIsDocumentEmailed(0,11,['Sales Transaction Work'].[SOPTYPE] ,['Sales Transaction Work'].[SOPNUMBE])   from [SOP10100] as ['Sales Transaction Work'] with (NOLOCK)   where ['Sales Transaction Work'].[TRXSORCE] = '' and  ['Sales Transaction Work'].[SOPTYPE] between 1 and 6 )   

    GO

    /****** Object:  View [dbo].[sopHistoryTransactions]    Script Date: 5/16/2018 10:56:48 PM ******/

    SET ANSI_NULLS ON

    GO

     

    SET QUOTED_IDENTIFIER ON

    GO

     

     ALTER VIEW [dbo].[sopHistoryTransactions] as (  select 0 as 'MKTOPROC',  0 as 'InfoValue',  0 as 'CURRNIDX',   GETDATE() AS 'DOCDATE',  0 as 'SOURCE',  0 as 'DOCTYPE',  REPLICATE('X', 21) as 'DOCTYNAM',  REPLICATE('X', 21) as 'DOCNUMBR',  REPLICATE('X', 15) as 'CUSTNMBR',  REPLICATE('X', 65) as 'CUSTNAME',  0 as 'PROSPECT',  0 as 'DCSTATUS',  REPLICATE('X', 31) as 'STSDESCR',  9999999999999.99999 as 'DOCAMNT',  REPLICATE('X', 15) as 'CURNCYID',  REPLICATE('X', 21) as 'CSTPONBR',  REPLICATE('X', 15) as 'PRSTADCD',  REPLICATE('X', 15) as 'SLPRSNID',  REPLICATE('X', 21) as 'SOPNUMBE',  0 as 'SOPSTATUS',  REPLICATE('X', 51) as 'SOPSTSDESCR',  REPLICATE('X', 21) as 'INVCNMBR',  0 as 'VOIDED',  REPLICATE('X', 15) as 'PRCHLDID',  GETDATE() AS 'QUOEXPDA',  GETDATE() AS 'ReqShipDate',  0 as 'ALLOCABY',  REPLICATE('X', 15) as 'DOCID',  0 as 'Password_Valid',  REPLICATE('X', 51) as 'Workflow_Name',  0 as 'Workflow_Approval_Status',  GETDATE() AS 'Workflow_Due_Date',  0 as 'Workflow_Priority',  REPLICATE('X', 238) as 'Workflow_Originator',  REPLICATE('X', 238) as 'Workflow_Approver',  9999999999999.9999 as 'QTYTOPURCH',  0 as 'SHIPCOMPLETE',  0 as 'WF_Step_Type',  REPLICATE('X', 15) as 'BACHNUMB',  REPLICATE('X', 15) as 'BCHSOURC',  0 as 'Emailed'  where (1 = 0)  union all    select 0 as 'MKTOPROC',   0 as 'InfoValue',  0 as 'CURRNIDX',  ['Sales Transaction Hist'].[DOCDATE] as 'DOCDATE',  11 as 'SOURCE',   ['Sales Transaction Hist'].[SOPTYPE] as 'DOCTYPE',  DOCTYNAM = dbo.DYN_FUNC_SOP_Type(['Sales Transaction Hist'].[SOPTYPE]),  rtrim(['Sales Transaction Hist'].[SOPNUMBE]) as 'DOCNUMBR',  rtrim(['Sales Transaction Hist'].[CUSTNMBR]) as 'CUSTNMBR',  rtrim(['Sales Transaction Hist'].[CUSTNAME]) as 'CUSTNAME',  ['Sales Transaction Hist'].[PROSPECT] as 'PROSPECT',  DCSTATUS = 3,  STSDESCR = 'Hist',  ['Sales Transaction Hist'].[DOCAMNT] as 'DOCAMNT',  rtrim(['Sales Transaction Hist'].[CURNCYID]) as 'CURNCYID',   rtrim(['Sales Transaction Hist'].[CSTPONBR]) as 'CSTPONBR',  rtrim(['Sales Transaction Hist'].[PRSTADCD]) as 'PRSTADCD',  rtrim(['Sales Transaction Hist'].[SLPRSNID]) as 'SLPRSNID',  '' as 'SOPNUMBE',  SOPSTATUS = ['Sales Transaction Hist'].[SOPSTATUS],  SOPSTSDESCR = isnull(dbo.DYN_FUNC_SOP_Status(['Sales Transaction Hist'].[SOPSTATUS]), ''),  '' as 'INVCNMBR',  ['Sales Transaction Hist'].[VOIDSTTS] as 'VOIDED',  '' as 'PRCHLDID',  ['Sales Transaction Hist'].[QUOEXPDA] as 'QUOEXPDA',  ['Sales Transaction Hist'].[ReqShipDate] as 'ReqShipDate',  ['Sales Transaction Hist'].[ALLOCABY] as 'ALLOCABY',  rtrim(['Sales Transaction Hist'].[DOCID]) as 'DOCID',  Password_Valid=0,  Workflow_Name='',   Workflow_Approval_Status = case ['Sales Transaction Hist'].[SOPTYPE]  when 1 then ['Sales Transaction Hist'].[WorkflowApprStatusQuote]  when 2 then ['Sales Transaction Hist'].[WorkflowApprStatCreditLm]  when 3 then ['Sales Transaction Hist'].[WorkflowApprStatCreditLm]  when 6 then ['Sales Transaction Hist'].[WorkflowApprStatCreditLm]  else 0  end,  '01-01-1900' as 'Workflow_Due_Date',  Workflow_Priority = case ['Sales Transaction Hist'].[SOPTYPE]  when 1 then ['Sales Transaction Hist'].[WorkflowPriorityQuote]  else ['Sales Transaction Hist'].[WorkflowPriorityCreditLm]  end,  BACHNUMB as 'Workflow_Originator',  '' as 'Workflow_Approver',  0 as 'QTYTOPURCH',  ['Sales Transaction Hist'].[SHIPCOMPLETE] as 'SHIPCOMPLETE',  0 as 'WF_Step_Type',  rtrim(['Sales Transaction Hist'].[BACHNUMB]) as 'BACHNUMB',  rtrim(['Sales Transaction Hist'].[BCHSOURC]) as 'BCHSOURC',  Emailed = dbo.coIsDocumentEmailed(0,11,['Sales Transaction Hist'].[SOPTYPE] ,['Sales Transaction Hist'].[SOPNUMBE])   from [SOP30200] as ['Sales Transaction Hist'] with (NOLOCK)  )   

    GO

     0486.Capture.PNG

  • RSM_RCarrillo Profile Picture
    RSM_RCarrillo 341 on at

    Hello Sean,

    Even though my issue is not quite the same as Katie's, I think you might be able to help me with a situation I'm currently in.  I'm trying to sort of reset/restore one Navigation List (Purchasing Requisitions Pending Approval) to display its original columns, which include the Workflow Approver and other workflow-related columns.  Unfortunately, I'm not as adept as you in finding and understanding the source code for a particular navigation list. 

    Below is the link to the thread I created, any help would be greatly appreciated:

    community.dynamics.com/.../295676

  • Derek Albaugh Profile Picture
    Derek Albaugh on at

    Ricardo,

    These are the tables that contain the navigation list information:

    SY07200 List Options

    SY07210 List Columns

    SY07220 List View Master

    SY07221 List View Access

    SY07222 List View Navigation Sequence

    SY07225 List View Options

    SY07226 List View Columns

    SY07230 List View Filters

    SY07240 List View Action Pane

    SY07260 List View Fact Box Report Assignments

    The main two are the SY07220 and SY07226.

    The Purchase Requisition lists, will have these settings (per SY07220) :

    0 305 1 Purchasing Requisition Transactions                                              

    0 305 2 Purchasing Requisitions Not Submitted                                            

    0 305 3 Purchasing Requisitions Pending Approval                

    Hope this helps. Let us know if you have any questions.

    Thanks,                        

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