dynamics sl top ten tips and tricks - sitemason sl top ten tips and tricks.pdfm accounts tab –...
TRANSCRIPT
Agenda
1 C t i i Y M t1. Customizing Your Menu to2. Customizing Your Favorite3. Debugs – AR, AP, IN4 FRx4. FRx 5. Cash Manager6 O d M t6. Order Management 7. Payroll8. Inventory9 Project9. Project10. Business Portal
dd C Lo add your Company Logoes
Customizing Yo
Si lif h f• Simplify the menu for • Organize your menus• Organize your menus
process• Based on User Group
M M i t A• Menu Maintenance Ap– Includes custom scree
descriptions for inline Link in external applic– Link in external applic
our Menu
l i dless experienced usersto follow your businessto follow your business
psli tipplication
en groups with g pdocumentation
cationscations
Add Your Company
This area defines theThis area defines the
y Logo
e position of your company logoe position of your company logo.
SRS Reporting
What is SQL Reporting Serv• What is SQL Reporting Serv– SQL Server 2005 Reporting Se
reporting environment, managereporting environment, managedelivers a variety of interactive
A th i t itt i Vi• Authoring - reports are written in Vi
• Management – easier to execute republishing and history
• Delivery – supports both on-demany ppreports, providing greater flexibility;based format, or in e-mail format.
• Security –SRS offers a flexible, roleand reporting resources
– For more in depth information:http://www.microsoft.com/sql/technolog
vicesviceservices is a server-based enterprise ed through Web services, that ed through Web services, that and printed reports.
i l St di i t tisual Studio – easier to create
eports on demand, schedule and track report
nd (pull) and event-based (push) delivery of (p ) (p ) y; Users can view reports in either web-
e-based security model to protect reports
gies/reporting/overview.mspx
Customize Your F• Access favorites from ccess a o tes o• Define Application Nu
Name and ExecutableName, and ExecutableApplication
Favoritesthe Utility Optiont e Ut ty Opt omber, Application e File Name for thee File Name for the
SRS Reporting
Will i i• Will my existing reportServer 2005 ReportingServer 2005 Reporting
– Yes, all reports will continue to 2000 Reporting Services. If youreport functionality, you will neereport definition format in the Sreport definition format in the S
k i h SQLts work with SQL g Services?g Services?
work as they did in SQL Server u want to take advantage of new ed to convert the reports to the new
SQL Server 2005 Report DesignerSQL Server 2005 Report Designer.
SRS Reporting
Wh t d SQL R ti S• What does SQL Reporting Se– Versatility to see data you want, when
format, or e-mail delivery., y
– Flexibility to retrieve data from multip
– Better ability to manage scheduling a
– SRS is the future reporting platform fo
Th i l i f th R t B ild t– The inclusion of the Report Builder tomeans that you can provide your usehaving to invest in the full-blown Entef SQL S f ifrees up your SQL Server professionalimited access to data to create their customize report changes for them.
i d f ?ervices do for me? n you want to see it, including web-based
le data sources
and publishing reports
or all Microsoft Dynamics™ products
l i lti l diti f SQL S 2005ool in multiple editions of SQL Server 2005 ers with this simple reporting tool without erprise Edition of SQL Server 2005. The tool
l b l tti th id ithals by letting them provide your users with own reports without requiring IT to
SRS Reporting
Addi SRS R• Adding an SRS Repo– Create a Report ContrCreate a Report Contr– Add a Module Record– Create a Screen Reco
Reportp– Grant Users Access th– Add the report to a Me
h M Srt to the Menu Systemrol Recordrol Record
d (if needed)ord with the type SRS
hrough Access Rightsenu
Debugs
A t P bl D• Accounts Payable De– Knowledge Base article 871362 includ
• Accounts Receivable – Knowledge Base article 844597 includ
• Payroll Debug– Knowledge Base article 848641 includ
• Inventory– Knowledge Base article 871506 includ– Knowledge Base article 871506 includ
and SSP_Data_Check– Also includes information on obtaining
bebug des a link to the AP Debug
Debuggdes a link to the AR Debug
des a link to the PR Debug
des information to run the QC Data Checkdes information to run the QC_Data_Check
g detailed event log
FRxWhat are all those FRx
File Name What is itS 32 (FRxSys32.mdb Holds paths (spec
and companies) aFRx system info
ActSys32 mdb Holds registrationActSys32.mdb Holds registration accounting systemtype
FRxrpts.f32 File that holds spesets (never delete
.mdb Microsoft DatabasFiles
.f32 Holds registration accounting systemtype; Holds buildin
blocks (never del
files and why do I need them?? Where is it?
Sc sets and
SysData directory
for SysData directoryfor m
SysData directory
ec e)
SysData directory
se SysData directory
for m ng
SysData directory
ete)
FRxWhat are all those FRx fiWhat are all those FRx fi
File Name What is it?
.g32 Link to GL -- looksaccount structure/faccount structure/fDynamics SL (OK delete and recrea
.frd Drill Down Viewer
.frv Drill Down Viewer not zippednot zipped
.ldb Lock Database filelocks while .g32 isSh ld d l tShould delete themselves when exited
Regsrv32 exe Used to register dRegsrv32.exe Used to register .d
les and why do I need them?les and why do I need them?
? Where is it?
at files in
SysData directoryfiles in to
ate)file - all IO_DATA directory _ y
file - IO_DATA directory
e --- in use.
SysData directory
FRx is
dll files System32 directorydll files System32 directory
FRxWhat are all those FRx filWhat are all those FRx fil
File Name What is it?File Name What is it?FRx.ini Holds the last com
logged into (renamgg (this file if FRx needbe reinstalled)
FRx32.cfg Holds path to Sysd(Directory=row)
System.cfg Holds system preferences. If thepreferences. If thepath to the Sysdatnot “hold” at the workstation, renam
les and why do I need them?les and why do I need them?
? Where is it?? Where is it?mpany me
Windows or WINNT directory
ds to y
data FRx code directory
eSysData directory
e ta will
me all
Cash Manager –
C h M D ’Cash Manager Do’sDO use Cash Account TransDO use Cash Account Transtransfers of amounts betweeSolomon.
DO ensure that both “UpdatTransactions” in CA Setup (2Transactions in CA Setup (2from GL Transactions” in Ca(20.250.00) are selected in ot ti t d t C htransactions to update Cash
DO ensure that the TransactPeriod to Post when enterinManager balances.
– KB 848245
sfers (20 020 00) to record anysfers (20.020.00) to record any en Cash Accounts defined in
e Cash Accounts used in GL 20 950 00) and “Accept Updates20.950.00) and Accept Updates
ash Account Maintenance order for General Ledger h Mh Manager.
tion Date corresponds to the pg transactions that update Cash
Cash Manager –
C h M D ’Cash Manager Do’sDO exercise caution when using thDO exercise caution when using thentries can be used when starting to enter one-sided adjustments to entry errors for the purposes of recy p p
DO review the value in GLTRAN.SGeneral Ledger that did not or shoGeneral Ledger that did not or sho
DO specify a Company ID when rulti d t b L imulti-company database. Leaving
balances for the current Company
– KB 848245
he ‘O’ Entry Types in Cash Manager ‘O’he O Entry Types in Cash Manager. O Cash Manager to enter outstanding items or Cash Manager balances to correct data conciliation.
S4Future11 for those transactions entered in ould not have gone over to Cash Managerould not have gone over to Cash Manager.
unning CA Integrity Check (20.990.00) in a th C ID bl k ill l b ildthe Company ID blank will only rebuild as opposed to all Companies.
Cash Manager –
Cash Manager Don’tsCash Manager Don’tsDO NOT use Initialize Mode to delDO NOT use Initialize Mode to delupdated Cash Manager balances.
DO NOT enter Cash Accounts in thVoucher and Adjustment Entry (03(08.010.00).
DO NOT define Cash Accounts asexample, Payroll Deduction Maintedefining default Cash Accounts (fo
DO NOT use Cash accounts usedDO NOT use Cash accounts used
DO NOT change a date or period iIt does not update CAIt does not update CA.
– KB 848245
sslete batches from General Ledger that havelete batches from General Ledger that have
he detail level of screens such as AP 3010.00) or AR Invoice and Memo
s default accounts in a setup screen (for enance (02.290.00)) except for screens
or example, AP Setup (03.950.00)).
as a default account for an Entry Type. as a default account for an Entry Type.
in an already-released GL batch.
Order Managem
Order Types - Ben
• Framework for maautomating sequeand proceduresand procedures
• Configure to your • Output selection• Custom order ste
ment
nefits
anaging and ential processes
processes
ps
Order Types - WAllow
accountaccountfrom o
Wildcard Description Se&CC Customer Class O&CU C t O
Account & Subaccount &CC &CU &&CU Customer O
M&IC Item GL Class Ite
Sales Valid Valid Va
&IT Item O&SI Site O&SH C t Shi t Add O
Line Discounts Valid Valid Va
Wh l O d Di t V lid V lid&SH Cust Ship-to Address O&PL Product Line P&SV Ship Via S
Whole Order Discounts Valid Valid
COGS Valid Valid Va&S S p a S&MI Misc Charges M
Freight Valid Valid
Miscellaneous Charges Valid Valid
Wildcardsws OM to use ts/subaccountsts/subaccounts other screens
etup ScreenOM Defaults tab – Customer ClassOM GL A t t b C t
IC &IT &SI &SH &PL &SV &MIOM GL Accounts tab – Customer Maintenanceem GL Classesalid Valid Valid Valid Valid
OM Accounts tab – Inventory ItemsOM Accounts tab – SitesO d M t Shi i Add
alid Valid Valid Valid Valid
V lid V lidOrder Management – Shipping Addressroduct Lineship Via Maintenance
Valid Valid
alid Valid Valid Valid Validp a a te a ceMiscellaneous Charges
Valid Valid Valid
Valid Valid Valid
Order Types – Cus
• Custom report stepsCustom report steps• Microsoft SQL-Based
– Custom stored proced• VBTools Based steps• VBTools-Based steps
– Custom executables• Creating custom orde
https://mbs microsoft com/documents/cuhttps://mbs.microsoft.com/documents/cu
stom Order Steps
stepsduresss
r type steps documentustomerfaqs/tkcreatingordersteps pdfustomerfaqs/tkcreatingordersteps.pdf
nventory – KB • How to enable the "Lot/SeHow to enable the Lot/Se
edit the lot numbers or theis partially released in Invis partially released in Inv
– To enable the Lot/Serial buttoInitialize Mode before you opesteps:
• Log on to Microsoft Business Souser ID.
• On the Options menu, click Init
• In the Modules list, click Invento
930446erial" button so that you canerial button so that you can e serial numbers in a batch tha
ventory in Microsoft Solomonventory in Microsoft Solomon
on in the batch entry screen, turn on y ,en the screen. To do this, follow these
olutions - Solomon by using the SYSADMIN
ialize Mode
ory.
Inventory – K• In the Inventory pane, click one of e e to y pa e, c c o e o
– Receipts– Issues
Adjustments– Adjustments– Transfers
I th B t h N b b t thIn the Batch Number box, type thelot numbers or serial numbers.
Click the line item that you want toenabled.
Click Lot/Serial, perform the modifIn the Handling box, select ReleasClick Save and then click FinishClick Save, and then click Finish.
KB 930446the following options under Input:e o o g op o s u de put
b t h b f hi h t t dife batch number for which you want to modify
o modify. Note: The Lot/Serial button is now
fications, and then click OK.se Now.
Payroll – KB 87
I P ll C l• Issue: Payroll Calcucalculate or incorrecdeductions Attach the Deduction to theTypes and Work Locations
Verify the Deduction is syLocations.
Verify the Deduction is aEarnings Types.
71382
l ti d tulation does not ctly calculates y
e appropriate Payroll Earnings s.
set up for All or Selected Work p
attached to the appropriate
Payroll – KB 87
• Issue: A Deduction iWork Location, but tcorrectly in DEDUCTcorrectly in DEDUCT
Verify the settings in the Sy gEmployee Deduction fieldusing SQL Query AnalyzeM t St diManagement Studio
71382
s attached to the the field is not set TION table.TION table.
SubjAllWorkLoc and js in the DEDUCTION table
er or SQL Server
Payroll – KB 87
• Issue: The Employeselected in Deductio(02 290 00) but the(02.290.00), but the correctly in the DED
Verify the settings in the SEmployee Deduction fieldEmployee Deduction fieldusing SQL Query AnalyzeManagement Studio
71382
e Deduction option is on Maintenance field is not setfield is not set UCTION table
SubjAllWorkLoc and ds in the DEDUCTION tableds in the DEDUCTION table er or SQL Server
roject - see KB 93
E d• Error messages and warmay receive when you trthe year in Microsoft DynController –Controller
– PC Message Number 00PC Message Number 00closed. Please see the coList BoxList Box.
Common errors and reason
33076 for full list
i th trning messages that you ry to close the period or namics™ SL Project
066 – The period cannot be066 The period cannot be onditions listed in the Error
ns include:
roject - see KB 9
"PO C it t t"PO Commitments not period“; "PO Last Trans
Thi bl if th CThis problem occurs if the Commnot been transferred to Project CController. Knowledge Base arti
"Untransferred AP tranThis problem occurs if transactmodules have not yet been tranKnowledge Base article 93308
"Warning: %n TimecardThis problem may occur if unpoor in an earlier period. Knowled
933076 for full list
t f d f th ttransferred for the current sferred MM/YYYY"
it t (PO & S b t t) d hmitments (PO & Subcontract) records have Controller for the current period in Project icle 933084
nsactions exist"tions in one or more of the following nsferred to Project Controller: 0
ds are Unposted" osted timecards exist in the current period ge Base article 933079
Business Porta• How to delete reports in BusineHow to delete reports in BusineMethod 1: Manually delete the rep1. You can manually delete reports in Busi
do this follow these steps: 1 In Businesdo this, follow these steps: 1. In BusinesApplication Settings, point to Reports, a
2. In the Report List section, click the downRequests.
• NOTE: This action displays a list of repo
3. Click the report you want to delete, and NOTE: When you click Delete Report/ReO e you c c e ete epo t/ eoccurs because the report has already bagain, the Delete Report/Request buttonyou receive the following error message
G tR tO ti f il dGetRequestOptions failed. Errorinfo=<soap:server:System.Web.Seto process request. ---> System Null Reinstance of an object.
al - KB 933026ess Portal in Microsoft Dynamics SLess Portal in Microsoft Dynamics SLportsiness Portal in Microsoft Dynamics SL. To ss Portal click Site Settings clickss Portal, click Site Settings, click
and then click Report Scheduler.
n arrow next to Reports, and then click
orts that you have submitted in Business Portal.
then click Delete Report/Request. equest, the page does not update. This behavior equest, t e page does ot update s be a obeen deleted. Therefore, if you click the report n becomes unavailable (dimmed). Additionally, e:
ervices.Protocols.SoapException: Server was unable eference Exception: Object reference not set to an
Business Porta
• How to delete reports in BusinesspMethod 2: Run the ReportSchedulerClea
Y th R tS h d l ClYou can run the ReportSchedulerCleanup
For more information about how to use theKnowledge Base article 920839: Frequentg qReportSchedulerCleanup utility for Busines
al - KB 933026
s Portal in Microsoft Dynamics SLyanup tool
t l t t ti ll d l t th ttool to automatically delete the reports.
e ReportSchedulerCleanup tool, review Microsoft tly asked questions about the y qss Portal together with Microsoft Dynamics SL
Thank You for A
Please remember to fill outPlease remember to fill out Questionnaires.
This PowerPoint presentatiodownload after the conferendownload after the conferenwww.lbmctechnologyconfer
Attending
your Conferenceyour Conference
on will be available for nce at:nce at:rence.com
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other prThe information herein is for informational purposes only and represents the current view of Microsoft Cor
should not be interpreted to be a commitment on the part of Microsoft, and Microsoft caMICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR
oduct names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.poration as of the date of this presentation. Because Microsoft must respond to changing market conditions, it
annot guarantee the accuracy of any information provided after the date of this presentation. R STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.