Using Navigation List Builder in GP 2010

If you have SmartList Builder and GP 2010, you have access to a new feature called Navigation List Builder.  This tool enables you to create your own lists that appear on the Navigation Pane. 
What are navigation lists, and why would you want to create your own?  Let’s look at an example of a navigation list that’s a standard option with GP for viewing sales documents.
Click the Sales button on the Navigation Pane.
Click “Sales Order Transactions” in the Shortcut Bar.

You can filter this list and save your filter as a favorite. For example, you can filter the list to display only invoices and exclude historic invoices.

The only problem you may have is that the system can be slow to display your data.

Using Navigation List Builder, you can create a list that automatically displays just the data you want and the columns you want.

Go to Microsoft Dynamics GP menu >> Tools >> SmartList Builder >> Navigation List Builder.

Enter List ID, List Name and Navigation Pane options as shown below.

Add the table you want by clicking the + sign.  In this case, select “Sales Transaction Work.”

For the Display column, mark the columns you would like the user to be able to view.

For the Preview column, mark the columns that you want to display in the bottom of the window.

Click the Restrictions button to add a restriction to display only invoices.

Click the OK button to save the restriction.

Other options in Navigation List Builder include:

·         Preview – Change the order and display of columns

·         Action – Add functionality, such as the ability to drill down to another window

·         Calculation – Add calculated fields, such as a margin amount

·         Options – Display images for different values so that users can identify records visually

Click Save to save your new list.

Click the Sales button in the Navigation Pane.

Scroll down to see the new list.

Click the list you created.

The completed list you created is displayed.

Use the Filter button to restrict the information in the list, and use the other features of lists to hide the columns you do not want to see.

Another great feature of Navigation List Builder is the ability to create lists based on data outside of GP.  For example, if you have another system, such as a custom accounts receivable module, you can display data from it inside GP.

Reference Site :

http://www.bkdtechnologies.com/Newsletters/MS/Updates/2010/2010-11Updates-1.htm