Microsoft Dynamics SMicrosoft Dynamics SL Top 10 Tips and TricksL Top 10 Tips and Tricks

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.

ompany Logo Name S

Company ID defined in

Same as Company ID

the root of Solomon

Customized Meenu Example

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 Managem

• 00-&CU-&SH-&CC-&• 00-000-AA-01-01-1• 00-000-AA-01-01-1

ment Wildcards

&IT-1

Order Types – Output Selection

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

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