SmartList Builder "Display as a negative value based on field" option not working as expected

Just recently on a newsgroup forum, a partner brought up an issue affecting SmartList Builder. The partner had just recently upgraded the client from version 9 and was testing the Smartlists the customer had built prior to the upgrade to ensure they were still working as expected. In the partner's own words:

"It was working when we were on GP9, but now we're on GP2010 SP1 none of my fields set up with Negative Values are showing up with Negative Values. When I run the smartlist from the old GP9 server, amounts are showing negative amounts for Return documents. But when we run the smartlist on GP2010, the amounts are now positive amounts, and when I check the Set Field Options window, they are still set up to "Display as negative based on field" when SOP Type = Return."

In order to verify this I launched GP 2010 and recreated the SmartList mentioned above by the partner, setting the field option for the Document Amount to display a negative value based on a SOP Type of Return:


Set Field Options window

After saving the SmartList Builder option, I launched SmartList and had it build the newly created option. Once I checked the entry I had just created, effectively Returns were no displaying as negative.



BUG: Returns document amounts not displayed as negative

This bug seems to be confined to Microsoft Dynamics GP 2010 RTM (Build 11.00.1247) and Microsoft Dynamics GP 2010 SP1 (Build 11.00.1524). I could not replicate this issue for version 10.0 SP5 (10.00.1579) or earlier.

As a workaround, you can create a SmartList Builder calculated field to change the sign of the amount being displayed based on the SOP Type, as follows:

Add Calculated Field

NOTE: You can perform a similar CASE statement for any other SmartList you have created based on the field(s) criteria you are using to render the value a negative value.

This problem has been reported to Microsoft and a bug report is being written up to address the issue as of the publishing date of this article. For more information, contact Microsoft Dynamics GP Support.

Until next post!

MG.-
Mariano Gomez, MVP
Maximum Global Business, LLC
http://www.maximumglobalbusiness.com/