Smartlist is a very popular query tool used by all Microsoft Dynamics GP customers worldwide. It has hundreds of useful SQL Views to allow GP users to filter and retrieve transactions from different tables in the GP database. BI360 now integrates to Smartlist views to provide an almost unlimited number of opportunities for business users to drill down from BI360 financial reports and into GP without having to create their own drill-down queries. For example, a department head can run a Profit & Loss report for his or her department, notice a budget variance on a row (e.g. Office Supplies) and with one click, drill down into the Accounts Payable transaction in GP and retrieve the vendor’s Purchase Order and see each line item on the purchase order. Not only does this provide instant answers to business questions without having to bother accountants and power users, but it also does not require the user to have any knowledge of the Dynamics GP application, as both the drill down and the resulting view of the underlying transactions all happen from with the BI360 Excel-based report interface.
For a detailed example of the BI360 integration to Smartlist, please contact Solver and ask for the white paper “Integrating BI360 to a Smartlist view”.
The BI360 Drill To function is available for all BI360 ERP integrations, including Microsoft Dynamics AX, NAV, GP, SL, Sage MAS 500 and X3. and Epicor Prophet 21. This document provides a detailed example of how to integrate a Smartlist SQL view with the powerful Drill To feature in BI360 (version 3.5 and later) for the purpose of setting up a drill down rule that let a user drill down from a Profit & Loss report and all the way into sub-ledger (here: Accounts Payable) transactions in the GP database.