You, Me and Dynamics GP
Clicking Search in a Smarlist provides the option to limit the records being returned by the Smarlist. By default, the Search Type setting at the bottom is set to Match All. This represents an "And" type search where all of the options must be valid. For example in Document Type=Invoice AND Document Date is greater than 1/1/09, record is not returned unless both criteria are met. This is appropriate for most searches.
However, sometimes users need to see records that meet one of the criteria. They want to see any transactions on 1/1/09 or 1/5/09 or 1/31/09 but nothing else. The Search Type of Match 1 or More changes Smartlist searches to an "Or" type search. If any one of the criteria are found, the record is included. However, this doesn't work when trying to search for all Invoices on those three dates since the search will look for any transaction that is an invoice, any transaction on 1/1/09, any transaction on 1/5/09, etc.
Next time we'll look at the options for overcoming limitations of both Match All and Match 1 or More
However, sometimes users need to see records that meet one of the criteria. They want to see any transactions on 1/1/09 or 1/5/09 or 1/31/09 but nothing else. The Search Type of Match 1 or More changes Smartlist searches to an "Or" type search. If any one of the criteria are found, the record is included. However, this doesn't work when trying to search for all Invoices on those three dates since the search will look for any transaction that is an invoice, any transaction on 1/1/09, any transaction on 1/5/09, etc.
