Category Archives: Microsoft Dynamics SL 2011

Aligning Project Management and Accounting Improves Profitability

Engineering consulting firm MacKay & Sposito serves public-sector, commercial, industrial, and residential customers in Washington and Oregon. Economic challenges and increasing competition and budget pressure on private-sector and public-sector projects required they have the ability to track detailed project performance and to measure company performance against specific goals. Trouble was, their project accounting and reporting system couldn’t pull it off. What did they do? Learn how the problems were solved in this customer success case study.

“We can provide information to our executives, marketing group, and project managers that we were unable to before… This reporting toolset will help us grow as the economy recovers.”

– Marcy McCoy, Controller, MacKay & Sposito

 Learn what MacKay & Sposito did

5 Guides to Help You Manage and Grow Your Project-driven Business

Don’t miss the wealth of wisdom in this 5 Guides Resource Kit from Nuclear Research and Microsoft. Whether you’re researching ways to improve your project accounting and government compliance or searching for a new system, the 5 Guides in this kit put you on a proven path.

1Independent Guide on Microsoft Financial Management and Project Accounting

2 – Top 10 Reasons for Choosing Microsoft Project Accounting

3Turn Your BusinessVision Into Reality

4 Solution Capabilities of Dynamics SL

5What’s New with Dynamics SL 2011

5 Guides:

“We now have one version of the truth. We provide information to clients, employers, and state and county government agencies with complete confidence in the validity of the data.” Christopher Huerta, VP of IT, Lifeworks

“With Microsoft Dynamics SL, we are more educated in the profitability of a project earlier in the process, which allows us to make key decisions on the next steps.” Brandon Hoog, Director, Harrison, Walker, & Harper 

Don’t Forget the Old Tricks of Dynamics SL!

By  Jerod Hatley

There are some pretty great new features of Dynamics SL 2011 but I was recently asked to do something that required me to pull out my notes on an old feature called Super PV.

A client wanted the ability to occasionally apply a custom sort to the Possible Values Lookup (F3) on the Order Number field in Order Management / Sales Orders. A super PV is defined on Partner Source as: When Shift-F3 is pressed on a field, SWIMAPI.dll (the Solomon IV Kernel) will do the following:

– Look for other key fields on the same level
– Find the last key field on the level
– Attempt to use the DBNav property of that last control as a PVNAV

In this case, using Shift+F3 changed the PV query from “soheader_all” to “DMG_SOHeader_Nav” and by default, did not exist as a Possible Value query. So, I simply altered the SoHeader_All query to provide the sort I wanted and imported into PVRec.

In Dynamics SL, if you have any fields you would like to apply a secondary look up to, this may be a really good option for you.

New Navigation Links in Dynamics SL 2011

By Nicole Eggan

Now you can share the information from a Microsoft Dynamics SL screen with others. Send a link – just like a web address – to your coworkers so they can view the same information you are viewing. Why would you want to do this?

Suppose you are in the middle of entering a transaction like a GL journal, an AP voucher, an AR invoice or a purchase order. Maybe you want to confirm some information with a co-worker before posting or you don’t have time to finish the entry before you leave for the night. Now you can send a quick Navigation link to your co-workers (or yourself) via email to let them know which screen they should use to view a particular item.

To get a copy of the link, all you have to do is use your recent history dropdown button from the Breadcrumb History Menu now at the top. Highlight the item, and then copy and paste the link in an e-mail. A very handy feature!

 

Menu Tips for Dynamics SL 2011

Developing and Supporting Custom Menus Using Windows Integrated Login

by Nicole Eggan

Dynamics SL 2011, as with prior versions, supports both SQL and Windows Authentication. If Windows Authentication is used, each user accesses Dynamics SL without the need to have a separate set of passwords. Permissions are automatically passed through to the SL Application interface. Although this is very useful from a user perspective, it could present a challenge for those supporting users or developing custom menus if a easy way to mimic another users experience was not available.

In Dynamics SL this doesn’t have to be an issue.  More than one Dynamics User ID can be associated to a single Windows User account so an Administrator does not have to modify their own default access rights and menus.  An administrator can create a ‘Test’ or ‘Support’ login ID and use that ID to mirror menu setups and access rights. Simply create the additional user, modify that user’s access and menus to match those they are supporting.

Once the ‘Test’ user has been created and Access Right assigned,  you can run SL 2011 using the new ID by selecting to ‘Switch User’ from the drop down menu and Logging in using the new ID.

How to Easily Manage Your Insurance Deductions in Dynamics SL

by Donna Hurst

Dynamics SL users, are you looking for an easier way to maintain your Medical/Dental/Vision amounts for the new year?  Not looking forward to going into every employee and manually updating the amount to withhold? Now you don’t have to!  You can use a Rate Table to maintain the rate schedule from your insurance company!

Below are the simple steps to setup a deduction and use a Rate Table:

1) Payroll / Payroll Table Maintenance

2) Enter an ID and Description for this Table

3) Choose “Rate Table” as the Type

4) Enter in your rate table using the rates for your medical insurance as follows:

a. You are going to enter your rate table using the “Amount in Dollars” (as a negative) and the “On Base Units Over” fields.  Line 1 will have your first amount and would be $-150.00 on base units over 0.  So if you enter 1 as the Other Exemptions value in the employee screen, then the employee would get the 150.00 amount withheld.  Line 2 might be a $-300.00 On Base Units over 1. If the employee has 2 “other” then they would have a deduction of 300.00  and so on.

b. Continue to setup the rate schedule according to the information provided by your insurance company. Use each line and the On Base Units Over field to identify the level of coverage.  This is the amount that is to be taken each payroll.

 5) Create a deduction for the medical insurance as follows:

a. Deduction Type:  All Other

b. Base Type:  No Base

c. Click on the Exemptions/Credit tab

d. Marital Status: All Statuses

e. Type: Credit

f. Exemption/Credit ID: Create one

g. Base Type: Nbr Other Exemptions

h. Calculation Method: Rate Table

i. Payroll Table: Enter the table entered above.

6) Save your deduction

7) Attach to the appropriate earnings types.

8) In Employee Maintenance, add the deduction to the employee and update the “Other” exemptions value with the appropriate number to obtain to correct deduction amount.

That’s it! I welcome  your comments or questions.

 

Database Triggers in Dynamics SL 2011

By Jerod Hatley

Even though the use of database triggers has been frowned upon for quite some time, it is no secret that they are sometimes the most cost effective way to achieve desired functionality. After upgrading to Dynamics SL 2011, we have seen several instances of triggers causing messages like:

• System Message 6900 – Another process has updated the %s table. The system will automatically cancel your changes.
• System Message 6906 – Another process has deleted the %s item. The system will automatically cancel your changes.
• Server Message 93 – [Microsoft][SQL Server Native Client 10.0] Connection is busy with results for another command.

Here’s the solution: we have found that adding “SET NOCOUNT ON” to triggers solves this issue. This statement, when executed before the trigger fires, will prevent the return message of completion from SQL server.

So, if you find that triggers or stored procedures are causing you issues after an upgrade, check for NOCOUNT in the SQL scripts.

Adding Your Company Logo to Dynamics SL: One of Many Hidden Treasures of User Options

by Nicole Eggan

Remember your User Options? These hidden treasures are easy to forget because you ‘set it and forget it.’ User Options determine whether you get handy grid lines and row numbers in entry screens in DSL and are controlled at a user level. In Dynamics SL 2011, a new tab has been added to this Options Dialog screen called the Navigation Menu, which has added another layer of control and impacts whether you see your Company Logo in DSL menus.

Having the ability to display your company logo is nothing new to Dynamics SL. If you haven’t done it yet, you can follow the following steps (1-4) for versions prior to 2011 and skip step 4 and go to step 5 if you’re using Dynamics 2011:

  1. Rename the company logo file with the following format: company_ID.bmp
  2. Replace the company ID placeholder with the company ID that Microsoft Dynamics SL accesses when you log into Microsoft Dynamics SL.
  3. Add the .bmp file to the Microsoft Dynamics SL root directory.
  4. For versions prior to DSL 2011, log into Microsoft Dynamics SL. You will see the logo displayed in the upper-left section of the menu.
  5. For DSL 2011: Go to the new Tools Icon set just between the Company ID and Help Icons. Select the ‘Navigation Menu’ Tab and check ‘Company Logo on Area page’ in the Application pane. You should now see the Company logo in the module’s menus.

Also note:

  • Each company ID in the Microsoft Dynamics SL installation can have a different logo.
  • The logo must be saved with the .bmp extension. No other extension (.jpg, .jpeg, .gif) will work.
  • The dimensions of the logo cannot exceed 192 pixels x 40 pixels. Otherwise, the logo may appear truncated.

 

Handling Crystal Reports in Dynamics SL 2011 Upgrades

by Angela Hurd

We’re seeing a lot of companies upgrading to Dynamics SL 2011. Migrating customizations from SL 7.0 to 2011 has gone well, but custom reports need a specific process to ensure a smooth transition. They can vary, but generally issues have to do “Report Execution” error messages when previewing.

This issue is easily resolved by following these steps:

1. Open Dynamics SL (you must be logged in to open Crystal Reports)
2. Open the problem report in Crystal Reports
3. Go to the Database menu and select “Set Datasource Location”
4. The Set Datasource Location dialog opens. The top half is the current datasource, the second is the replacement datasource. Each table and/or view involved in the report is listed at the top. If there are multiple instances of the same table, the Alias will appear before the table name in parenthesis. For example, ShipCountry(Country) – Country is the table name, ShipCountry is the alias.
5. In the Replace with section, expand Create New Connection > ODBC
6. When you expand ODBC, a list of data source names will appear, select the appropriate database, then press Next >
7. Enter the SA as the user ID and the password, then press Finish.
8. Select the first table/view on the Current Data Source and locate the matching table/view in the Replace With. Press Update.
9. Repeat step 8 for ALL tables and views, including subreports. Save the report and you will no longer see the error message!

Contact me if you have questions.

New “Correct Journal Transaction” Screen in General Ledger in Dynamics SL 2011

by Noland Lim

Remember the good old days when you wanted to do a reversing  journal entry and you forgot to click the auto reverse button on the original journal entry?  Your only option was to do it manually.  Now, in the SL 2011 version of General Ledger, a new feature was added that solves this problem. It’s called the “Correct Journal Transactions” screen and it allows you to Reverse, Reverse and Correct, or Copy an existing journal entry.

The following procedure shows how to get to the Correct Journal Transaction screen:

  • Select General Ledger > Journal Transactions.
  • Locate the Unposted or Posted batch that you want to affect.
  • Click the Correct Journal Transactions icon which is located on the right hand side of the batch number field.

The Correct Journal Transaction screen will appear and give you the follow options:

  • Reverse – Creates a “Reversing” type batch that is identical to the original batch, except the debit and credit amounts are reversed to back out the original transactions. The period posting will be the same as the original batch, so if this is not the desired posting period, you will need to change the period to post before releasing the batch.
  • Reverse and Correct – Creates a “Correcting” type batch in addition to the Reversing batch.  The Correcting batch is identical to the original batch. All fields in the Correcting batch may be modified. The period posting will be the same as the original batch, so if this is not the desired posting period, you’ll need to change the period to post before releasing the batch.
  • Copy – Creates a new batch identical to the original batch and all fields can be modified. The period defaults to the current period.

After all adjustments to the batch is complete, process these batches by releasing them.