Something I have been asked more than a few times is how to use a SQL view in SmartList Builder to create a new SmartList. I am going to walk through this step by step using Dynamics GP 10.0 SP 3 and SQL Server 2005 SP 3:
To start we need a SQL view. I have published a number of views for getting GP data, so I will use one of my favorites - Payables Apply Information. You can see the list of other SQL views I have published on my GP Reports page.
To create the view in SQL:
Before we can use a SQL view in SmartList Builder we need to grant SmartList Builder security to that view:
Now we are ready to create the SmartList:
Below are some additional resources for creating SmartLists and dealing with SmartList security in GP:
If you know of any other resources to add to this list, please let me know.