Default SmartList favorites

Article
06/19/2015

You can use SmartList favorites in Microsoft Dynamics GP to view search results or modify the search results to fit your requirements. As a result, SmartList favorites can help save you time.

The following table lists the default SmartList favorites that are available in Microsoft Dynamics GP. The SmartList favorites that have an asterisk (*) as the name are the default favorites in each category.

Category	SmartList favorite name	SmartList favorite description
Account Summary	*	Lists the grand total of the amounts of the debit and credit transactions for the accounts in the chart of accounts for each year.
Account Transactions	*	Lists the amounts of all debit and credit transactions for the accounts in the chart of accounts.
	Current Financials Journal	Lists the amounts of all accounting debit and credit transactions that originated from accounting and banking documents. Transactions are listed for open years.
	Current Inventory Journal	Lists the amounts of all accounting debit and credit transactions that originated from inventory documents. Transactions are listed for open years.
	Current Payroll Journal	Lists the amounts of all accounting debit and credit transactions that originated from payroll documents. Transactions are listed for open years.
	Current Purchasing Journal	Lists the amounts of all accounting debit and credit transactions that originated from purchasing and payables documents. Transactions are listed for open years.
	Current Sales Journal	Lists the amounts of all accounting debit and credit transactions that originated from sales and receivables documents. Transactions are listed for open years.
	History Financials Journal	Lists the amounts of all accounting debit and credit transactions that originated from accounting and banking documents. Transactions are listed for historical years.
	History Inventory Journal	Lists the amounts of all accounting debit and credit transactions that originated from inventory documents. Transactions are listed for historical years.
	History Payroll Journal	Lists the amounts of all accounting debit and credit transactions that originated from payroll documents. Transactions are listed for historical years.
	History Purchasing Journal	Lists the amounts of all accounting debit and credit transactions that originated from purchasing and payables documents. Transactions are listed for historical years.
	History Sales Journal	Lists the amounts of all accounting debit and credit transactions that originated from sales and receivables documents. Transactions are listed for historical years.
Accounts	*	Lists the accounts in the chart of accounts.
Applicant	*	Lists applicants' names and contact information.
Applicant Education	*	Lists applicants' institutions, majors, graduation years, and degrees.
Bank Transactions	*	Lists checkbook transactions, and any sales, purchasing, and payroll documents that affect checkbook balances.
Bill of Materials	*	Lists information about bills of materials (BOMs), such as the type, name, position number, type and name of component BOMs, quantity, cost, and date.
	Manufacturing BOMs	Lists BOM information, such as the type, name, position number, and type and name of component BOMs. Data about the quantity, cost, location, dates, and changes is also included.
Contract Lines	*	Lists all contract lines, and the contract number, billing information, and liability type.
Contracts	*	Lists all service contracts, and the customer ID, contract number, billing information, and liability type.
	Contracts Expiring this Month	Lists service contracts that expire in the current month.
Customer Addresses	*	Lists customers and all customer addresses, and the customer ID, name, address, and telephone numbers.
Customer Items	*	Lists customer items that have been set up.
Customers	*	Lists all customers.
	Average Days to Pay	Lists the average number of days that a customer has taken to pay an invoice this year.
	Customer Balance	Lists customers and their current balances.
	Customer Contact List	Lists customers and the main contact person for each customer.
	Customers on Hold	Lists customer records that have been put on hold, and the customers' current balances.
	Customers Over Credit Limit	Lists customers who have current balances that exceed their credit limits. The customers' credit limits are also listed.
	Inactive Customers	Lists customer records that have been made inactive.
	NSF Customers	Lists customers who have at least one non-sufficient funds (NSF) check in the year to date. The number of NSF checks and the amounts are also listed.
	Past Due Customers	Lists customers who have past-due balances for any aging period. The customers' past-due amounts are also listed.
Employee Benefit	*	Lists information about employee benefits, such as the type of benefit, the eligibility, starting dates, and the cost to the employee and employer.
Employee Education	*	Lists employees' institutions, majors, graduation years, and degrees.
Employee Summary	*	Lists information about employee pay, such as the number, date, and amount of the last paycheck.
Employees	*	Lists employee information, such as the name, address, and telephone number.
	Employee List	Lists information about all employees, such as the name, address, and telephone number.
	Vacation/Sick Time Available	Lists employees' names, and the remaining vacation hours and sick time that each employee has for the current year.
Equipment	*	Lists service equipment, and the customer ID and address ID of the location where the equipment is being used.
Field Service Calls	*	Lists service calls, statuses, customer information, technician information, and total amounts.
	Open Service Calls	Lists open service calls.
History Contract Lines	*	Lists historical contract lines, and the item numbers, equipment numbers, serial numbers, contract information, and billing information.
History Contracts	*	Lists historical contracts.
History Field Service Calls	*	Lists historical service calls, and the customer information, technician information, and total amounts.
History RMA Lines	*	Lists historical return materials authorization (RMA) lines, and the return document IDs, dates, item numbers, costs, and prices.
History RMAs	*	Lists historical RMAs, and the return document IDs, customer information, location codes, and address codes.
History RTV Lines	*	Lists historical return to vendor (RTV) lines, and the RTV numbers, items, quantities, and vendor information.
History RTVs	*	Lists historical RTV documents, and the RTV numbers, dates, shipping information, and vendor information.
Inventory Purchase Receipts	*	Lists items and receipts for the items.
Inventory Transactions	*	Lists transactions that have affected item quantities, and the sales and purchasing transactions, item adjustments, and assembly transactions.
Item Quantities	*	Lists items and their quantities in inventory.
	Back Ordered Items	Lists items and their back-ordered quantities.
	Items Below Order Point Quantity	Lists items for which the available quantities are less than the reorder point quantity for those items.
	Items by Site	Lists items and the location code for the site where the items are stored. The record type, quantity that is on order, quantity that is available, and quantity that has been allocated are also listed.
	Items Due to be Counted	Lists items that are scheduled to be counted in the current week.
	Items Overdue for Stock Count	Lists items that were scheduled to be counted before the current date.
	Negative Quantity Items	Lists items for which the value of the Quantity On Hand field in the Item Maintenance window is less than zero.
	Overstocked Items	Lists items for which the value of the Quantity On Hand field is larger than the value of the Order Up To Level field in the Item Maintenance window.
Items	*	Lists items.
Landed Cost Group ID	*	Lists information about landed cost groups.
Landed Cost ID	*	Lists information about landed costs.
Manufacturing Orders	*	Lists manufacturing orders, and their associated item numbers and descriptions, statuses, quantities, and dates.
	Late Manufacturing Orders	Lists information about late orders, and the dates, statuses, and quantities.
	Manufacturing Orders Due Today	Lists information about orders that are due on the current date, and the dates, statuses, and quantities.
	Manufacturing Orders to Close	Lists information about orders to close, and the dates, statuses, and quantities.
	Manufacturing Orders to Release	Lists information about orders to release, and the dates, statuses, and quantities.
Multidimensional Analysis	*	Lists Multidimensional Analysis transactions.
PA Billing Cycles	*	Lists all billing cycles that have been set up for project accounting.
PA Billing Historical Trx	*	Lists historical billing transactions for project accounting.
PA Billing Open Trx	*	Lists open billing transactions for project accounting.
PA Billing Work Trx	*	Lists unposted billing transactions for project accounting.
PA Contracts	*	Lists all contracts for project accounting, and the customer ID, project type, dates, and contract manager.
PA Cost Categories	*	Lists all cost categories that have been set up for project accounting, and the unit cost, profit, and overhead information.
PA Employee Exp Historical Trx	*	Lists historical employee expense transactions for project accounting.
PA Employee Exp Trx	*	Lists employee expense transactions for project accounting.
PA Equipment	*	Lists all equipment for project accounting, and profit information.
PA Equipment Log Historical Trx	*	Lists historical equipment log transactions for project accounting.
PA Equipment Log Trx	*	Lists equipment log transactions for project accounting.
PA IV Transfer Historical Trx	*	Lists historical inventory transfer transactions for project accounting.
PA IV Transfer Transactions	*	Lists inventory transfer transactions for project accounting.
PA Misc Log Historical Trx	*	Lists historical miscellaneous log transactions for project accounting.
PA Misc Log Transactions	*	Lists miscellaneous log transactions for project accounting.
PA Miscellaneous	*	Lists miscellaneous IDs for project accounting, and profit information.
PA Projects	*	Lists projects for project accounting, and the customer information, dates, unposted amounts, actual amounts, and billed amounts.
PA Timesheet Historical Trx	*	Lists historical timesheet transactions for project accounting.
PA Timesheet Transactions	*	Lists timesheet transactions for project accounting.
Payables Transactions	*	Lists vendor transactions, and the dates, amounts, and vendors.
	Cash Requirements	Lists vendor transactions that have not been paid for, or that were voided.
	Discounts Expiring this Week	Lists discounts that expire before the end of the current week.
	Invoices by Vendor	Lists payables invoices, sorted by vendor ID.
	Past Due Payables	Lists payables that were due before the current date.
	Payables Documents on Hold	Lists payables documents that have a status of Hold.
	Payables Due Today	Lists payables that are due on the current date.
	Today's Payments	Lists payment documents that have a document date that is equal to the current date.
	Today's Purchases	Lists vendor transactions that were entered on the current date.
	Transactions by Vendor	Lists vendor transactions, sorted by vendor.
Payroll Historical Trx	*	Lists historical payroll transactions and their computer check numbers.
	Check Information; Current Year	Lists payroll checks for the current calendar year.
Payroll Transactions	*	Lists payroll transactions, and their computer check numbers and the dates of their pay periods.
Picklists	*	Lists information for items in a picklist, and the statuses of the manufacturing orders, parent item numbers, component data, quantity statuses, and dates.
	Materials Needed for Manufacturing	Lists information for the components that are required for items in a picklist, and the components' item numbers and descriptions, quantity statuses, statuses of the manufacturing orders, and dates.
Post-Dated Pay Rates	*	Lists employee pay records, and the current and new rates and the reasons for the change.
	Employees Due for Pay Change	Lists employee pay records, and the current and new rates and the reasons for the change.
	Transaction Information	Lists payroll transactions and information that is related to those transactions.
Prospects	*	Lists prospects and information that is related to those prospects.
Purchase Line Items	*	Lists items and quantities that were entered on purchase orders, and information such as costs and vendors.
	Items Past Required Date	Lists items and quantities that were entered on purchase orders, but that were not received by the required date.
	Overdue Receipts	Lists receipts that have a promised date that is before the current date.
	PO Line Items Promised This Week	Lists items and quantities that were entered on purchase orders, and for which delivery has been promised during the current week.
	This Month's Late Vendor Shipments	Lists vendor shipments that were late for the current month. A shipment is late when the receipt date is later than the promised date that was entered in the Purchasing Date Entry window.
	Today's Expected Receipts	Lists receipts that have a promised date that equals the current date.
Purchase Orders	*	Lists purchase orders, and the status of each purchase order, the total value of the items on the purchase order, and the total value of the items on the purchase order that have not been received.
	Open Purchase Orders by Vendor	Lists open purchase orders, sorted by vendor.
	Open Purchase Orders	Lists purchase orders that have a status of Open, and the total value of the items on the purchase orders that have not been received.
	Purchase Orders On Hold	Lists purchase orders that have a status of Hold.
	This Week's Purchase Orders	Lists purchase orders that were entered during the current week.
Receivables Transactions	*	Lists receivables transactions.
	Cash Receipts Entered Today	Lists cash receipts for which the document date that was entered in the Cash Receipts Entry window is the current date.
	Customer Returns	Lists customer return transactions, and the dates, amounts, and customers.
	Past Due Customer Transactions	Lists customer transactions that have past-due amounts, and information about the customers, dates, and amounts.
	Receivables Due Today	Lists receivables for which the document date that was entered in the Receivables Transaction Entry window is the current date.
	This Month's Sales	Lists customer invoice transactions that were entered during the current month, and information about the customers, dates, and amounts.
	Today's Sales	Lists customer invoice transactions that were entered on the current day, and information about the customers, dates, and amounts.
	Transactions by Customer	Lists customer transactions, sorted by customer.
	Unapplied Documents	Lists customer transactions that have not been paid in full by customers.
Receivings Line Items	*	Lists items and quantities that were entered on item receipts, and the costs and vendors.
	Items to Put Away	Lists items for which the receipt date that was entered in the Item Vendors Maintenance window is the current date.
	Shipments Received but not Invoiced	Lists shipments that were received, but that have not been invoiced.
Receivings Transactions	*	Lists item receipts, and the vendor, date, and subtotal amount.
Recorded Outsourcing Shipments	*	Lists information about outsourcing shipments, and the quantities, dates, and routing and tracking data.
	Outsourced Items to Receive Today	Lists information about the outsourced items to receive for the current day. This information includes item numbers and descriptions, quantities, dates, and routing and tracking data.
RMA Lines	*	Lists RMA lines. This information includes the return document IDs, return types, dates, item numbers, costs, and prices.
RMAs	*	Lists RMAs. This information includes the return document IDs, dates, customer information, location codes, and address codes.
	Open RMAs	Lists open RMAs.
RTV Lines	*	Lists RTV lines. This information includes the RTV numbers, RTV statuses, items, quantities, and vendor information.
RTVs	*	Lists RTV documents. This information includes the RTV numbers, RTV statuses, dates, shipping information, and vendor information.
	Past Due RTVs	Lists RTV documents that are past due.
	Open Work Orders	Lists open work orders.
Sales Documents Not Linked to Manufacturing	*	Lists information about sales documents that are not linked to manufacturing. This information includes the Sales Order Processing (SOP) numbers, customer numbers, item numbers, quantities, and dates.
	Create MOs for Back Orders	Lists back-ordered items for which a manufacturing order must be created.
Sales Line Items	*	Lists items and quantities that were sold on sales documents, and the costs, prices, and customers.
	Back Ordered Line Items	Lists items and quantities that were sold on sales documents, and that have to be purchased.
	Drop-Ship Line Items	Lists items and quantities that were sold on sales documents, and that have been drop-shipped, or shipped directly from your vendors to your customers.
	High Priority Documents Due this Week	Lists sales documents for customers that have a priority status between 1 and 3.
	Items Overdue to Ship	Lists items for which the requested ship date that was entered in the Sales Transaction Entry window is before the current date.
	Items Past Requested Ship Date	Lists items and quantities that were sold on sales documents, and that have not been shipped by the requested shipping date.
	Items Shipped Today	Lists items for which the actual ship date is the current date.
	Items to Ship Today	Lists items for which the requested ship date is the current date.
	Shipping Performance	Lists shipments, sorted by the date when they were shipped.
	Workflow Shipments Due Today	Lists fulfillment orders for which the requested ship date is the current date.
Sales Transactions	*	Lists sales documents. This information includes the dates, amounts, and customers.
	Fulfillment Orders to Pack	Lists fulfillment orders that have a sales document status of 4 or 5.
	Fulfillment Orders to Pick	Lists fulfillment orders that have a sales document status of 2 or 3.
	Fulfillment Orders to Ship	Lists fulfillment orders that have a sales document status of 5.
	Open Invoices	Lists invoices that have been saved but not posted.
	Open Orders for Customers on Hold	Lists unposted orders for customer records that are on hold.
	Open Orders	Lists orders that have been saved.
	Posted Invoices	Lists invoices that have been posted.
	Quotes Expiring this Week	Lists quotes that expire in the current week.
	Ship Complete Orders	Lists unposted orders for which the ship complete document option is selected in the Customer Maintenance window.
	This Week's Back Orders	Lists the back orders for the current week.
	This Week's Invoices	Lists invoices, both saved and posted, that were entered in the current week.
	This Week's Orders	Lists orders that were entered in the current week.
	This Week's Quotes	Lists quotes that were entered in the current week.
	This Week's Returns	Lists returns that were entered in the current week.
SO/MO Link	*	Lists information about sales orders that are linked to manufacturing orders.
Suggested Outsourcing Purchase Orders	*	Lists information about outsourcing purchase orders, such as data about the manufacturing orders, items, dates, and quantities.
	Outsourced Purchase Orders to Create Today	Lists information about outsourced purchase orders to create for the current day, such as the item numbers and descriptions, quantities, dates, and statuses of the manufacturing orders.
Suggested Outsourcing Shipments	*	Lists information about outsourcing shipments, such as the item numbers and descriptions, quantities, dates, statuses of the manufacturing orders, and routing and tracking data.
	Outsourced Items to Ship Today	Lists information about outsourced items to ship for the current day, such as the item numbers and descriptions, quantities, dates, statuses of the manufacturing orders, and routing and tracking data.
Tax Detail Transactions	*	Lists tax detail IDs.
Vendor Addresses	*	Lists vendors and all vendor addresses, and the vendor ID, name, address, and telephone.
Vendor Items	*	Lists vendor items and descriptions of the vendor items.
Vendors	*	Lists vendors, and the vendor ID, name, address, and telephone numbers.
	1099 Vendors	Lists vendors for which you must provide 1099s.
	Discounts Lost YTD	Lists discounts that have been lost for the current year, sorted by vendor ID.
	Inactive Vendors	Lists vendor records that have been made inactive.
	Vendor Balance	Lists vendors and the balances that are owed to them.
	Vendor Contact List	Lists vendors and the main contact person for each vendor.
	Vendors on Hold	Lists vendor records that have been put on hold.
Work in Process	*	Lists work-in-process (WIP) items, and their corresponding quantities, costs, and dates.
	Material Put into WIP this Week	Lists descriptions for items that were assigned WIP status in the current week, and the site IDs, dates, costs, and quantities.
	Remaining WIP	Lists descriptions for items that remain in WIP status, and the site IDs, dates, costs, and quantities.
Work Orders	*	Lists open and historical work orders. This information includes the work order types, dates, inbound serial numbers, inbound equipment numbers, depot station IDs, costs, and hours.

Default SmartList favorites

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