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1. Select Microsoft Dynamics GP >Tools > SmartList Builder > Import. Select the folder icon and navigate to the Signature SmartList Builder Objects folder in your Microsoft Dynamics GP directory.
2. Select the appropriate XML file and choose select Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Click OK.
3. Repeat the steps import additional XML files, as needed.

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1. Select Microsoft Dynamics GP > SmartList. Select Export/Import and then Import.
2. Select Add and then navigate to <GP Install folder>\Signature\SmartList Designer Objects. If you have purchased SmartList Builder, you will want to import the objects for SmartList Builder. See the previous section for information on importing SmartList Builder objects.
3. Select the appropriate XML file(s) and choose select Open. Then click Import. When the import finishes, a message appears indicating the import process has completed. Click OK.
4. Repeat the steps to import additional XML files, as needed.
5. Close the SmartList window and then re-open to complete the import process.

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1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to choose select the SmartList ID of the object you would like to duplicate. The Equipment Management SmartList Builder objects that you imported are identified with WS_EMS{_}.
3. Select Options > Duplicate....
4. Select SmartList as the New List Type. You can also duplicate the template into Excel Report Builder; see Creating an Excel Report for details.
5. Enter a New List ID and New List Name, and choose select Duplicate.
6. The new SmartList opens and can be edited in the SmartList Builder window. We recommend modifying this copy, as any changes that you make to the original template will be lost if you need to re-import SmartList Builder objects.

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1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to choose select the SmartList ID of the object you would like to duplicate. The Signature SmartList Builder objects that you imported are identified with S_ for Service Management or Job Cost and EMS_ for Equipment Management.
3. Select Options > Duplicate.
4. Select Excel Report as the New List Type.
5. Enter a New List ID and New List Name for the Excel Report, and choose select Duplicate.
6. The new report opens in Excel Report Builder, where you can modify the Excel Report. Refer to the SmartList Builder (with Excel Report Builder) user documentation for more details.

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The Equipment Attribute SmartList Order window allows you to choose select the default order of the user-defined attributes that appear on the Equipment SmartList.

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1. Select Microsoft Dynamics GP > SmartList, and choose select the Equipment SmartList.
2. On the SmartList window, choose select Columns to open the Change Column Display window.
3. Select Add....
4. Select the columns that you wish to display on the SmartList.

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1. Select Cards > Equipment > Equipment Manager.
2. On the Equipment Manager window, zoom on the Equipment Status field to open the Equipment Status Maintenance window.
3. To add an equipment status, enter a Status name and Description, and choose select Save.
4. Re-import SmartList Builder objects if you want the new status to appear on the Model SmartList. A column indicates the number of equipment records that belong to each status for each model.

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1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > Equipment > Equipment Setup.
2. Make changes to the Equipment and/or Model User-Defined Prompt fields, as necessary, and choose select OK.
3. Re-import SmartList Builder objects if you want the new user-defined labels to appear on the Model SmartList.

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