I am all about anything I can do to make it easier and faster to enter data. Here’s a handy customization trick for Microsoft Dynamics SL to update the AP document total. I’m going to show you a simple customization that will update the voucher/adjustment total whenever you save the document. Note: to create this … Read more
Microsoft Dynamics SL allows you to customize buttons on the toolbar. One of the most useful addition is to add the currency symbol. One thing to note, if you’re not using currency manager, the button will be greyed out or inactive. Here’s how: Create a folder called currency in Microsoft Dynamics\SL\Application. Place the icon file … Read more
In Microsoft Dynamics SL 2015, there is a great new time saving field in the Payroll Void Check Entry screen. It specifies if the batch should indicate if the earnings are unpaid when it is released. In older versions of Dynamics SL, you had to re-enter time if a check was voided and then re-issued. … Read more
Have you ever run into this in Microsoft Dynamics SL? You created a Voucher and Adjustment Entry (03.010.00) batch and the batch will not release. So, you look at the event log and find there’s a message indicating the batch is out of balance but it provides no further information. Ugh, what do you do? … Read more
Creating a New Report Template from an Existing Template and How-to Delete a Report Template In Microsoft Dynamics SL, report templates are valuable time-saving features. We use report templates as a starting tool when creating similar type of reports. That way, we can reuse our parameters to run reports. Here are a couple time-saving tips! … Read more
Has this ever happened to you? You see all the invoices in an AR Aging report, but when you attempt to apply a payment in the Payment Application screen, the invoice isn’t there. Don’t worry! Most likely it’s because the invoice is already in the process of being applied in an unreleased Payment Application batch … Read more
You may notice that Management Reporter (MR) reports run a bit slower than previous, FRx reports in Microsoft Dynamics SL. If so, we have two great tips for you to try to help improve performance and speed of your reports in Dynamics SL. 2 Tips to increase the speed of MR reports in Dynamics SL: … Read more
You try to run your Microsoft Dynamics SL AP Check Register for a specific date, using the AP03630MC_WRK.DATE field as shown here: When doing so, your report is completely blank, even though there are checks for this date. This is due to Microsoft Dynamics SL 2011 Bug 23391. Here are the steps to correct it: … Read more
The AR Transactions Quick Query that comes out of the box with Microsoft Dynamics SL 2015 has an issue. It will report duplicates or even more, depending on your data. The actual underlying view must be modified to correct this. To do so, log into SQL Management Studio. Then expand the Databases node, and expand … Read more
Have you always wondered what the difference is between the AP Payment Selection and the Edit/Select Documents for Payment screens are for in Dynamics SL? They both are used to select documents for payment in the Accounts Payable module, but what’s really the difference? The Payment Selection screen is actually a utility that is used … Read more
Using logos on your Management Reporter (MR) reports can make your reports look more formal and professional. Luckily, it’s super easy to do! Save a copy of your company’s logo anywhere on your local computer or network. It must be in the format of a “jpg,” “bmp,” or “png” file. Then open the report in … Read more
Microsoft has recently released many updates and hot fixes. If you haven’t been keeping up on these, you might want to take a look. There have been many issues resolved with some of these. You’ll have to log into your Microsoft CustomerSource account. If you need help with that, visit our support page. Here’s the … Read more
Does this sound familiar? You are about to close the period or the year in Microsoft Dynamics SL (screen 01.560.00) and you get a warning that there are unreleased batches. This message essentially says caution — you started a batch in module xxx but never released it and the period to post is the current … Read more
In Microsoft Dynamics SL, employee benefits are defined in the Benefit Maintenance (02.340.00) screen. The field ‘Year Type’ is used to determine when a benefit will be reset or roll over. Here’s an example and explanation of how to reset benefits for the next year. You have two options in the Year Type field: Employee … Read more
Maybe this has happened to you? You try to launch Dynamics SL, and the application crashes without opening. Next, you verify the path for the Dynamics SL shortcut, and it’s using either an incorrect mapped drive or a UNC path. This can be caused by several things: User Account Control not being turned off before … Read more
In 2017, when it comes to sales tax, states are taking stances on everything from soda to streaming content, tobacco to tampons. The New Year will also bring renewed efforts by states to implement internet sales taxes and continue the legal battle to overturn existing legislation. Here is a summary of 2017’s most newsworthy federal … Read more