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Are you a Smart Aleck?SmartList Designer vs SmartList Builder

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Introduction

• Presenter: Andrew Kampwerth

• Application Consultant at Sikich LLP

• Sikich is a leading accounting, advisory, technology and managed services firm.

• Contact Information:• 12655 Olive Blvd, Suite 200 St. Louis, MO 63141• 314-275-7277• akampwerth@sikich.com

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Agenda

•History of SLB and Designer•Features •Comparison Chart•First Hand Look•What’s Next

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History

• SmartList Designer was released with GP 2013 SP2 (FREE)• Enhanced with GP 2013 R2

• SmartList Builder is one of the most popular (if not THE) add-ons for Dynamics GP• Periodically switched hands, but is now owned

by its original creator, eONE Solutions

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Features – SmartList Designer

• Accessed by clicking ‘NEW’ on the SmartList window

• Built on a very intuitive UI• Extremely user friendly

• Displays tables using in an easy-to-find manner

• Allows user to create simple calculated fields

• Can preview the data before releasing into production

• Modify default SmartLists

• Deploys with a simple click on ‘OK’, without having to update a cache

• SmartList Splitter!

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Features – SmartList Builder

• Very robust capabilities

• Allows user to pull data from any SQL table or view• Can link up to 32 Dynamics GP tables together• Create multi-company (or database) SmartLists• ‘SQL Scripting’ Feature

• Create complex calculations, restrictions, and Go-To’s

• Table Finder• Search by GP window, field name, or value

• Convert SmartLists from Designer to SLB

• Beyond purchasing SLB, you also receive Excel Report Builder and Navigation List Builder

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Comparison Chart

Feature SmartList Builder SmartList Designer

Create new SmartLists Yes Yes

Modify default SmartLists Yes No

Link tables Yes Yes

Combine work, open and history tables Yes No

Use SQL Views as tables Yes Yes

Use SQL Tables as tables Yes No

Use SQL Scripts as tables Yes No

Use SQL objects from other databases Yes No

Use Extender resources as tables Yes No

Use SmartLists as tables Yes No

Create Go Tos Yes No

Add fields to display by default Yes Yes

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Comparison Chart Cont’d

Feature SmartList Builder SmartList Designer

Add fields as available but hidden by default Yes No

String formatting Yes No

Date formatting Yes No

Edit list items Yes No

Display numbers as currencies Yes Limited

Display variable decimal places Yes No

Display numbers as percentages Yes No

Display numbers as negative Yes No

Display account indexes as accounts Yes No

Display note indexes as notes Yes No

Bulk edit field settings Yes No

Calculated fields Yes Limited

Restrictions Yes Limited

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Comparison Chart Cont’dFeature SmartList Builder SmartList Designer

Multi-company SmartLists Yes No

Summary SmartLists Yes No

Reorder columns Yes No

Preview data Yes Yes

Preview SQL Script Yes Yes

List level security Yes No

Table level security Yes No

Record level security Yes No

Functional security Yes No

Create Excel Reports Yes No

Create Navigation Lists Yes No

Create drill downs Yes No

Table finder Yes No

Import and export setup Yes No

Duplicate lists Yes No

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First Hand Look

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What’s Next

• Microsoft has stated that they plan to continue enhancements to SmartList Designer

• Next major release is GP 2015 in Q4

• eONE plans to deliver a web/mobile version of SmartLists to display your SmartList Builder lists. • Accessible through a tablet or phone using a browser

• Additional new features: Create custom folders in SmartList, select fields to total in Excel Reports, Subtotals in Excel Reports

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Questions?What Have You Learned? What Can You Share?

akampwerth@sikich.com