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Microsoft Dynamics ® SL 2011 the Overview!

CSSL01-R1. Microsoft Dynamics ® SL 2011 the Overview!. Jon Augdahl SL Practice Manager Boyer & Associates. Agenda. System Wide Features / Enhancements Financial Features / Enhancements Project-Distribution Integration Features - New Project Features Enhancements.

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Microsoft Dynamics ® SL 2011 the Overview!

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  1. CSSL01-R1 Microsoft Dynamics® SL 2011 the Overview! Jon Augdahl SL Practice Manager Boyer & Associates

  2. Agenda • System Wide Features / Enhancements • Financial Features / Enhancements • Project-Distribution Integration Features - New • Project Features Enhancements

  3. System Wide Enhancements • Event Log Viewer • Company Enhancements • Role Centers / Quick Lists • Menu Navigation • Screen Changes (colors, export, print, action button, dates) • Document Attachments • Doc Share • Reporting • Quick Send • Quick Queries • Management Reporter • Crystal 2008 • Web Services

  4. Event Log Notification

  5. Event Log Notification

  6. Menu Navigation

  7. Menu NavigationScreens and Reports • History of opened screens and reports • Open screens or reports by clicking on links

  8. Screen & Report SearchFind a screen or report

  9. Multi-Company

  10. Multi CompanySwitch between companies

  11. New Multi Company EntryOpen screens in multiple companies

  12. Role Centers

  13. User InterfaceRole Center

  14. Screen Changes

  15. New Screen User InterfaceCompany Name & Colors

  16. Print Screen

  17. Export to Microsoft® Excel ®

  18. Grid to Excel

  19. Action Button

  20. Document Attachments

  21. Document Attachment Attach multiple documents to specific entities in Microsoft Dynamics SL, like the invoices to the AP Voucher and Adjustment Entry screen • Recall and review documents from Microsoft Dynamics SL screen • Store documents in a Microsoft® SharePoint® site or network location

  22. Document Attachment

  23. Attachment Options • Supports multiple file attachments per entity • Several different ways to link • Browse to file • Drag and drop • Link to existing SharePoint location • Ability to maintain basic descriptive metadata • Supports multiple file types • Integration with DocShare

  24. Doc Share

  25. Doc Share • Document Repository • Based on Windows SharePoint Services • Storing of specific Microsoft Dynamics SL documents on a SharePoint site • Customer Documents • Invoices • Statements • Ship Confirmations • Order Management Invoices • Vendor Documents • Purchase Orders • Project • Construction Billing Report • Flexible Billing Invoice

  26. DocShareEnhancements to address the request and needs of customers • Save documents to DocShare in different formats, like Quick Send • Temporarily turn off DocShare at time of printing • DocShare can use multiple Flexible Billing invoice formats • Supports subfolders for storing of documents, • DocShare SDK to allow the development of additional document types

  27. Reporting

  28. Reporting • Rich Client Reporting • Print any report to a SharePoint destination • Business Portal Reporting • Print any standard SL Crystal or SQL Server Reporting Services (SSRS) report • Easier access to the Business Portal report scheduler • Print any Business Portal report to a SharePoint destination • (using the Business Portal report scheduler)

  29. Reports to SharePoint site

  30. Business PortalReports to SharePoint site

  31. Business PortalReport Scheduler Enhancement - Now

  32. Quick Send

  33. Quick Send • Automated Faxing & Emailing • Setup specific to each Vendor and Customer • Multiple email recipients* • Customer Documents • Invoices from AR, Flexible Billings, Service, Construction billing and OM • AR Statements • Order Management order confirmations • Manual order confirmations • Shipping notices • Vendor Documents • Purchase Orders • Payroll direct deposit advice slip stubs • Uses Application Server

  34. Quick SendEnhancements to address the request and needs of customers • Print a document sent via Quick Send • Add a “view” button to Quick Send Inquiry • Correct email addresses and resend Quick Send documents • Temporarily turn off Quick Send and Doc Share at time of printing • Do a “one time” send in Quick Send without having to set up a recipient • Allow setup to send project invoices to customer and project manager • Allow different email for a project • Default e-mail address comes from PO Address Maintenance (03.272.00) • Associate the Buyer ID to a user ID and include an e-mail address for the buyer The e-mail address can be the Reply To address when the user e-mails a purchase order

  35. Quick Query More after lunch…

  36. Series Specific Enhancements • Financial Modules • Project-Distribution Integration • Project Series • Service Series *

  37. Financial Series Enhancements

  38. Link AP to PO Documents

  39. Link AP and PO Documents Have you ever looked at your unvouchered receipts report? Attach Accounts Payable Transactions to Purchasing Transactions with a new screen, Link AP and PO Documents (03.560.00)

  40. Copy/Reverse/Correct GL Entries

  41. GL Journal Batches • Support reversing | correcting | copying General Ledger journal batches in GL Journal Transactions only

  42. More Financial • In AP and AR, you will be able to void partially released (suspended) batches and delete the associated transactions • A new report, Sales by Commission – All (08.751.00), will be available in Accounts Receivable • Payroll • W2’s four to a page • The Payroll module’s Direct Deposit Register (02.645.00) is a new report that lists direct deposit advice slips in summary or detail format for a range of dates

  43. Project Distribution Enhancements

  44. Project - Distribution Integration Overview • Project Inventory • Auto create project from Sales Order • Bill O/M shippers in Project Billings • Audit trail provided in all cases

  45. Project Inventory • A company has long term projects that purchase and consume inventory over a period of time • Need the inventory reserved to the project, but not expensed • A new purchase type on the PO. • When material is received, it is put into inventory but reserved for the project • Material remains a “project commitment” until it is “issued” to the project • New screens for inquiry and for issuing or moving project inventory

  46. Project Inventory Demo

  47. Project Inventory Inquiry

  48. Create the Project automatically from Sales Order • The driving event of a new project/contract that has both goods labor components is the Sales Order and the equipment/material being shipped • The project is created based on a Project “Template”. Only one Project per Order/Shipper header

  49. Order Management and Project Integration

  50. Project Template

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