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Microsoft GP Update - Date options in SmartList: prior month/ prior period and next month/ next period

by Rebecca Webster on

An update on Date options in Smartlist

No more updating your SmartList every month with new dates to filter the previous, and next periods a months. Instead just save your favorite once, and forget about it!

In SmartList there will be new search options available for filtering transactions by the Prior Month, Prior Period, Next Month and Next Period.  In previous versions you would have needed to manually select these dates and update them on your saved Favorites.  Now you can save a Favorite SmartList that will display transactions for the Prior Month, Prior Period, Next Month or Next Period that will automatically filter based on your current user date.

For example, if my user date in Microsoft Dynamics GP is currently 11/02/2019, then the data displayed on my SmartList would be filtered as follows with each option:

  • Prior Month – all values from October 1-31
  • Prior Period – all values from 1st day of previous period to last day based on period setup
  • Next Month – all values from December 1-December 30
  • Next Period – all values from 1st day of the next period to the last day based on period setup

For more information on any of the above, you can get in contact with one of the team at Nolan Business Solutions through the information provided below.

Email: info@nolanbusinesssolutions.com

Phone: 01252 811 663