Navigation Lists were introduced in Microsoft Dynamics GP version 10.0. Navigation Lists are one of the most underutilized features of Microsoft Dynamics GP.
Navigation Lists allow you to view a list of similar records, select one or more records and then perform actions against all of the records that you selected at the same time. This simplifies the navigation within Microsoft Dynamics GP and allows the user to work from within one window rather than navigating to individual windows for those specific tasks.
Navigation Lists are located in the navigation pane for each series within Dynamics GP. Here are all of the Navigation Lists for the Sales Series.
The Action Pane is divided into groups that contain action buttons. Each action button can be used to add new records to the list of perform actions against the records you have selected in the list, and to open windows to display more information about the selected record(s). The buttons that are displayed on the action pane depend on which list is displayed, your personal settings for the list, and your security access. An overflow menu, which will appear to the right of the group, contains the action buttons that aren’t displayed in the group. The user has the option to personalize the buttons and add or delete buttons on the Action Pane.
The Message Bar is displayed above the list area after an action has been performed against a record in the list. The message bar will display information about the failure or success of actions that you perform against records in a list. For example, you placed 3 customers on hold. When the list is refreshed the message bar will display if the action was successful.
The Information Pane displays information that is related to the record you have selected.
Personalized Navigation Lists
Users have the ability to create their own personalized navigation lists. Here are the steps to do this:
- In the filter area, click on the drop down arrow where you see the name of the navigation lists.
- Select Save As
- Create your own name for the navigation lists<.li>
- Now you are ready to personalize this list.
Now that you have created your own list, you are now ready customize it.
Let’s say you need to create a list of customers that have a balance greater than 20k. Click on the drop down arrow for Add filter, select the customer balance field, enter the function (greater than an includes), and input 10,000 into the field. Click on the arrow when you are finished. Your navigation list will now include all customers that have a balance greater than or equal to 10,000.
You will notice that the name of your list is not saved.
If you click on the drop down arrow for the list name, there is an option to save your changes
You also might want to add the customer balance field as one of your columns in the list. Follow these steps:
- Click on the drop down arrow next to the name of your list (Customer Balances)
- Select Customize. You will see the following window
The List view customization window allows the user to select which content they would like to display. The Modify List View section allows the user to add or delete columns, add or delete options from the action pane and there is an option for sharing the list with other users.
- Click on the arrow next to Columns
- Place a check mark next to the Current Balance field and select okay.
- Click Preview to see a preview of your list with the current balance field or select save to save it.
- The list will now show the current balance for each customer.
I would encourage you to explore the different Navigation Lists within Dynamics GP. They can save you a lot of time and enable you to enter transactions faster.