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If you use Microsoft Dynamics GP SmartList Builder to create your own SmartLists and Microsoft Excel reports, you can use the following SmartList Builder objects as templates for creating SmartLists in Equipment Management:

  • Cost Categories
  • Equipment
  • Equipment Models
  • Meter Readings
  • Rental Agreement Lines
  • Rental Invoice Lines
  • Scheduled Maintenance

These templates are contained in an XML file that can be imported into SmartList Builder. After importing SmartList Builder objects, the templates can be used in SmartList or edited in SmartList Builder or Excel Report Builder.

Importing SmartList Builder Objects

SmartList Builder

You must own SmartList Builder to use Signature SmartList Builder objects.
The following must be set up in Equipment Management prior to importing SmartList Builder objects:

  • Equipment attributes
  • Equipment status
  • Equipment user-defined prompts
  • Model user-defined prompts
If changes are made to any of these items after importing SmartList Builder objects, you must re-import for those changes to be detected and appear on the Equipment and Equipment Model SmartLists.

You must be logged in as "sa" to import objects.

  1. Choose Microsoft Dynamics GP >Tools > SmartList Builder > Import. Choose 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 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.

SmartList Designer

If you do not own SmartList Builder, use SmartList Designer to create SmartLists by importing the Signature SmartList Objects.

  1. Choose Microsoft Dynamics GP > SmartList. Choose Export/Import and then Import.
  2. Choose 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 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.

Using SmartList Building Objects

  1. Choose Microsoft Dynamics GP > SmartList.
  2. The first time you open the SmartList window after importing Smart List Builder objects, you receive a message indicating that changes have been detected. Choose Yes to update SmartList to include new templates and open the SmartList window.
  3. On the left-hand pane, expand the Signature Equipment Management folder to view the list of Equipment Management SmartLists, including the templates that you imported.
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