Georgina
p.s. Thanks for posts they have been most useful

What you are seeing is by design. You will not see ‘out-of-the-box’ SmartLists in SmartList Builder. These SmartList templates on CustomerSource may be helpful: https://mbs.microsoft.com/customersource/support/downloads/reportslibrary/gp_smartlist_templates.htm. There is also a list of the tables and joins used in the IG.pdf file that used to be on the 2nd installation disk for older versions of GP (9.0 and earlier). If you still have one of those, that might help, however, I typically found this list to be too ‘simple’ to be very useful.

-Victoria

If I wanted everyone to have those permissions I’d probably link the task to the DefaultUser role and be done with it.

Now, the slicy-dicey trick is how to create SLB security for different ‘types’ of users.

I do this in a similar manner with a task called SLB_PR_Users and (if it’s necessary to separate them) I create one for SLB_HR_Users. And, if the company has wide set of permissions in the accounting department I’d create a third task called SLB_Acctg_Users, and add all of these that to a Role with the same name.

Then, when I’m setting up SLB security for users I can assign SLB_PR and/or SLB_HR and/or SLB_Acctg to a user and know exactly what I’m giving them.

Assigning SLB tasks to pre-defined GP Roles muddies the water for me as I tend to forget which *Role I’ve added SLB permission to.

One of the most common GP queries is “How to give access to a GP Window” ? David Musgrave from Microsoft…

I will follow your advise, and create the views as you have outlined.

Alan

Latest one to join the “Self-Rewarding a Cookie” bandwagon.

Thanks so much, it was such a simple security access thing that I missed. But it proved really critical at this moment.

Thanks again.

Vaidy Mohan

I am not sure you can see not GP databases directly in SmartList Builder. I would recommend creating a SQL view in one of your GP databases that points to the data you need in your external database. (Make sure that DYNGRP has permissions to the view.)

One other consideration – if this external database is not in the same SQL Server instance as GP, you may not be able to do this directly, as there is a Dexterity limitation that prevents this from working.

-Victoria

Trying to create a smartlist, using SLB, with a table from Dynamics and an external database(mydatabase).

Tools –> SmartList Builder –> Security –> SQL Table Security
When I check mydatabase, I cannot see the associated tables or the views.

I have added the DYNGRP permission to mydatabase.

Please advise.

Alan

Your users must have some other roles assigned which grant them access to the SmartLists you do not want them to see. I would recommend taking a look at David Musgrave’s Microsoft Dynamics GP Application Level Security Series for detailed resources on GP 10.0 security: http://blogs.msdn.com/developingfordynamicsgp/archive/2008/11/10/microsoft-dynamics-gp-application-level-security-series.aspx.

-Victoria

I want to close smart list to appear at all for some users, I create Security task and not add smart list, and then create security role , but still users can view. Sales , sales item lines, sales transactions in smart list.

kindly help me to remove smart list from (Microsoft Dynamics GP menu). or when they make write click on home panel from the main GP application window.

regards & thanks
saleem

Thank you for the correction, I have updated the instructions. I also added ‘Dynamics GP’ to steps 10 and 15 to make it more clear.

-Victoria

Correction for steps number 15.
It should be:
15. Open the User Security Setup window.
Tools > Setup > System > User Security

So, when the reader following this number, they will not confuse with step number 16.

Erik

Mellisa

Unless you are using a General Ledger SmartList, you cannot bring in actual account numbers used on a transaction. So if you need payables transaction information with GL detail, I would recommend starting with the view I mentioned in my last reply.

-Victoria

Thanks,
Mellisa

The Purchases Account Number column may not be what you think it is. Typically, it is the Purchases Account set up for the Vendor on the Vendor Account Maintenance window and may be completely different than what is on the actual transaction for that vendor. If you’re looking for the GL distributions of payables transactions you might want to start with something like this view: Payables GL Distributions.

-Victoria