Archives

Synergy Dynamics SL User Group – Boise

Directions: Map to Venue – Enter Synergy Office from parking lot side.

IMG_4866_v2

Register Below:


Lunch included! Attend this User Group meeting to learn more about the latest product offerings, discover new tips and tricks, meet other Dynamics SL users, and so much more.

AGENDA:

  • BI360 – Do you need improved reporting, dashboarding and budgeting? This is a powerful and flexible tool that can meet all your needs, or you can add functions individually. A great alternative to Management Reporter and/or Forecaster!
  • Dynamics SL 2015 CU2 and Web Apps – The latest additions and improvements with CU2 and WebApps. We will review the new features and discuss the upgrade process.
  • Dynamics SL 2018 and Roadmap – We will discuss and demonstrate the features of SL 2018 and what lies ahead.
  • Power BI, Power Apps and FLOW – Easily view and interact with your business data! Get live access to your dashboards, reports, and KPI monitors all at your fingertips.
  • Q & A / Group Discussion – Open forum

SCHEDULE:

Please arrive at 12:15 PM.
Lunch will be provided from 12:30 – 1:00 PM.
Meeting will take place 1:00 – 4:30 PM.

Purchase Order Online Class Dynamics SL – Full Day

REGISTER NOW!

You are invited to attend an upcoming web based Accounts Receivable for Dynamics SL Training Class. You can attend the training class from the comfort of your own office or home. Cost is $495.

The class is limited to 6 students so register ASAP before it fills up. If the class is full, you will be added to a wait list and I will look to add a future class.

Friday, August 17, 2018 | 9am – 3pm PST

In this WEB BASED 1-day class, you will learn to effectively use basic features of the Purchasing module with your Purchasing business process. You will be taught purchase order entry, receipts processing, returns, daily and period-end procedures and developing problem solving techniques. You will also learn how Purchasing and Accounts Payable work together.

This class describes the business processes surrounding the Purchasing module and then demonstrates integration points between the business processes and the Solomon system. You are introduced to the purchase order transaction where individual procedures and fields are discussed. You will gain experience with reports that affect purchase orders and given context for their use in the business process. Receipts are introduced, and the reports that help receiving are reviewed. You will gain experience with returns and the integration between the Purchasing module and Accounts Payable module is addressed.
Agenda

1. Purchasing Overview
2. Procurement Transaction Cycle
3. Creating Purchase Orders
4. Purchase Order Inquiry and Reports
5. Processing Receipts
6. Processing Returns
7. Purchasing integration with the GL & AP modules
8. Closing
9. Purchasing Q & A

If you have additional students that would like to attend from your organization, the cost per additional student is ONLY $295 but they MUST REGISTER so we have training image available for them. We have a limited number of training images that each student needs to be able to access during the training.

Payroll Online Class Dynamics SL – Full Day

REGISTER NOW!

You are invited to attend an upcoming web based Payroll for Dynamics SL Training Class. You can attend the training class from the comfort of your own office or home. Cost is $495.

The class is limited to 6 students so register ASAP before it fills up. If the class is full, you will be added to a wait list and I will look to add a future class.

Wednesday, August 15, 2018 | 9am – 4pm PST

This WEB BASED 1-day class provides an in-depth discussion of the payroll accounting cycle and the processes required to track payroll deductions and produce checks for employees. This course shows you how to define flexible setup options to accommodate individual employee needs, different pay periods, unlimited pay groups, earnings types, deductions, work locations, benefits, departments, and tax tables to manage the calculation process. We show you how to maintain earnings and deductions on a monthly, quarterly, and yearly basis. You will learn to prepare accurate reports that meet federal regulations by importing tax tables to quickly update your database with the latest federal and state changes. You will learn how and where information is stored by calendar month, quarter, and year, so you can prepare precise and timely government reports.

Agenda

1. Setup options
2. Setting up payroll codes and taxes
3. Setting up employee classes and records
4. Entering time card information
5. Processing computer and manual checks
6. Maintaining payroll records
7. Voiding payroll checks
8. Month-to-date, quarter-to-date, and year-to date procedures
9. Key reports and inquiries
10. Direct Deposit
11. Payroll Q & A

If you have additional students that would like to attend from your organization, the cost per additional student is ONLY $295 but they MUST REGISTER so we have training image available for them. We have a limited number of training images that each student needs to be able to access during the training.

Accounts Receivable Online Class Dynamics SL – Full Day

REGISTER NOW!

You are invited to attend an upcoming web based Accounts Receivable for Dynamics SL Training Class. You can attend the training class from the comfort of your own office or home. Cost is $495.

The class is limited to 6 students so register ASAP before it fills up. If the class is full, you will be added to a wait list and I will look to add a future class.

Thursday, August 9, 2018 | 9am – 4pm PST

In this WEB BASED 1-day class, you will learn to effectively use basic features of the Accounts Receivable module. You will be taught the accounting cycle and processes required to enter invoices and receive payments from customers. This course will show you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, reverse and void payments, and month-end closing. You will learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of comprehensive service and finance charges available.

Agenda

1. Accounts Receivable Overview
2. Transaction Cycle—Active Overview
3. Customer Maintenance
4. Invoice & Memo Entry
5. Customer Inquiry and Drill Down
6. Payment Application
7. Payment Application Inquiry & Reversal
8. Small Balance Write-Off
9. Recurring Invoices
10. Statement Processing
11. Closing
12. Reports
13. Accounts Receivable Q & A

If you have additional students that would like to attend from your organization, the cost per additional student is ONLY $295 but they MUST REGISTER so we have training image available for them. We have a limited number of training images that each student needs to be able to access during the training.

Synergy User Group: Dynamics SL – Seattle/Bellevue

Register Below:


IMG_4866_v2
test
Lunch included! Attend this User Group meeting to learn more about the latest product offerings, discover new tips and tricks, meet other Dynamics SL users, and so much more.

AGENDA:

  • Dynamics SL Roadmap – Schedule of releases, update on the lifecycle of Management Reporter and Forecaster.
  • New Dynamics SL 2018 Release and New Features! – We will discuss and demonstrate the features of the brand new release which is due out 5/1/18!
  • Customization Tutorial – We will show you how to do basic screen customizations in Dynamics SL – things like changing the field order, making fields required, removing the tab stop for unused fields, and more! We will also show you how to create custom menus for SL!
  • T-Sheets – A new timecard option for Dynamics SL that is fully integrated and browser based! If you do not love the Web App timecard, this could be the one.
  • BI360 – Do you need improved reporting, dashboarding and budgeting? This is a powerful and flexible tool that can meet all your needs or you can add functions individually. A great alternative to Management Reporter and/or Forecaster!
  • Q & A / Group Discussion – Open forum

Please arrive at 12:15 PM.
Lunch will be provided from 12:30 – 1:00 PM.
Meeting will take place 1:00 – 4:30 PM.

Synergy User Group: Dynamics SL – Portland

Register Below:



test
Lunch included! Attend this User Group meeting to learn more about the latest product offerings, discover new tips and tricks, meet other Dynamics SL users, and so much more.

AGENDA:

  • Dynamics SL Roadmap – Schedule of releases, update on the lifecycle of Management Reporter and Forecaster.
  • New Dynamics SL 2018 Release and New Features! – We will discuss and demonstrate the features of the brand new release which is due out 5/1/18!
  • Customization Tutorial – We will show you how to do basic screen customizations in Dynamics SL – things like changing the field order, making fields required, removing the tab stop for unused fields, and more! We will also show you how to create custom menus for SL!
  • T-Sheets – A new timecard option for Dynamics SL that is fully integrated and browser based! If you do not love the Web App timecard, this could be the one.
  • BI360 – Do you need improved reporting, dashboarding and budgeting? This is a powerful and flexible tool that can meet all your needs or you can add functions individually. A great alternative to Management Reporter and/or Forecaster!
  • Q & A / Group Discussion – Open forum

Please arrive at 12:15 PM.
Lunch will be provided from 12:30 – 1:00 PM.
Meeting will take place 1:00 – 4:30 PM.

U.S. Conference – Dynamics SL 2018 User Group

Join Your DSLUG Community in St. Louis

St. Louis is known for its rich American history as the “Gateway to the West”, paid tribute by the Gateway Arch – and let’s not forget the baseball, beer, and plethora of tourist attractions! The DSLUG Conference is the place where you join your Microsoft Dynamics SL User Group for unparalleled Dynamics SL education, exciting product insight forums, and authentic peer-to-peer networking.

Register Now!

We’re looking forward to seeing you in St. Louis!

For more information and the agenda, visit the DSLUG Conference website.

Webinar: Dynamics SL Flexible Billing

client_resources_banner
spacer_124_wide
Dynamics SL Flexible Billing Overview Webinar
Wednesday, October 25, 2017
10:00 AM – 11:30 AM Pacific | Q&A: 11:30 AM – 12:00 PM

Senior Dynamics SL Consultant, Donna Hurst, will discuss and demonstrate Dynamics SL Flexible Billings Module. What is Flexible Billings and how do I configure it to make my billings easier? Join us as we answer this question and more. We’ll review the Flexible Billings module and how it works with the Projects, Allocator, GL, and AR modules.

Cost:$125 per seat or login. Multiple people can watch one login, but forwarding a login to others is not permitted. Thank you for your cooperation.

By attending this webinar, you will learn how to:

  • Use the Flexible Billings module to create one-time invoices or auto-generate
    multiple invoices based on your invoicing needs
  • Determine what level of integration you want and/or need to have with other SL
    modules to best utilize the Flexible Billings module
  • Setup and schedule recurring invoices and recognize revenue for projects

Webinar: Dynamics SL Inventory Module Overview

client_resources_banner
spacer_124_wide
How to Use the Inventory Module Effectively
Thursday, August 17, 2017, 10:00 AM – 12:00 PM Pacific

Presenter:
Jennifer Spitler
Dynamics SL Specialist
The Inventory Module is an important piece of the Materials Management Series in Dynamics SL. The module is extremely flexible to meet the diverse daily requirements of a wide variety of industries. Dynamics SL Specialist, Jennifer Spitler, will discuss and demonstrate how the Inventory Module is used to track inventory items based on the receipts, issues, adjustments, and transfers of these items. She will cover several additional features and how you can tailor the setup to fit your business.

Cost:$150 per seat or login. Multiple people can watch one login, but forwarding a login to others is not permitted. Thank you for your cooperation.

348_spacer
Here are the top benefits you’ll receive by attending:

  • Gain an understanding of the setup options of the Inventory module
  • Become familiar with all of the key functions and features of the Inventory module
  • Learn how the Inventory modules integrates with other SL modules (GL, Purchasing, Project, Order Management)
  • Understand the flow of inventory transactions including receipts, transfers, adjustments, and issues
  • How to enter and process Inventory transactions
  • Review the setup and use of lot or serial numbering
  • Understand the Inquiry options and Inventory Quick Queries
  • Learn the methods used to update pending and standards costs
  • Review the physical inventory features and processes
  • Understand the purpose of the IN Integrity Check
  • And much more