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Microsoft Dynamics SL 2015

Microsoft Dynamics SL 2015. Jon Augdahl Boyer & Associates. Agenda. Microsoft Dynamics SL 2015 features Microsoft Dynamics SL Roadmap. Quick Query enhancements. Grid to Excel Copy To Table Connection Query Table Pivot Table. Connection. Query Table. Pivot Table.

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Microsoft Dynamics SL 2015

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  1. Microsoft Dynamics SL 2015 Jon Augdahl Boyer & Associates

  2. Agenda • Microsoft Dynamics SL 2015 features • Microsoft Dynamics SL Roadmap

  3. Quick Query enhancements • Grid to Excel • Copy To Table • Connection • Query Table • Pivot Table

  4. Connection

  5. Query Table

  6. Pivot Table

  7. Quick Query enhancements • Access Quick Query via Web App

  8. Quick Query enhancements • Filter SQL views when creating a new query

  9. Sign On enhancement • Limited Company view to only those Company ID's a user has access • If you don’t have access • to a company, you won’t • see it

  10. Possible Values support search capability • New lookup interface based on the Quick Query interface • Adds better search • capabilities

  11. ROI/ROI SRS – Email capability • Added email capabilities back to ROI/ROI SRS

  12. Report enhancements • Unlimited report formats per report

  13. Report enhancements • Company Default report format

  14. Report Metadata enhancements • Descriptive captions for ROI selection (Metadata)

  15. Upgrading custom reports • Custom reports will not be removed when upgrading • Report Control will support leaving user defined reports in the RPTControl table when upgrading

  16. Access reports via web browser • New web enabled ROI interface through Web Apps • Does not require Business Portal

  17. Project Multi Company enhancements • Processing • Added company options to processing screens

  18. Project Multi Company enhancement

  19. Project Multi Company enhancements • Reporting • Reports support Company Selection sorting criteria

  20. Project Multi Company enhancements • Security • Restrict the ability to view Projects by company

  21. Project Multi Company enhancement

  22. Project Multi Company enhancement

  23. Project Multi Currency enhancement • Projects transaction tables now store: • Project base currency • Company base currency

  24. Project Multi Currency enhancement

  25. Project Multi Currency enhancement • Supports: Company base currency: US Project base currency: Canadian Invoice: Yen Subcontracts: Pesos

  26. Project Sales Tax • Accounts Payable/Project • Ability for sales tax to move to project via detail lines instead of the document level.

  27. Basic Resource Planning • Web based dashboard • Basic resource planning for projects • View resources (employees) and the projects available to assign • View projects and the resources (employees) available to assign

  28. Accounts Payable • Improved Accounts Payable vendor name auditing • Storing Vendor ID & Vendor Name at time of check creation • APCheck • APDoc

  29. 1099 Vendor backup withholdings • Allow backup withholding requests for 1099 vendors

  30. 1099 Vendor backup withholdings • Allow backup withholding requests for 1099 vendors

  31. 1099 Vendor backup withholdings • Warning message when selecting vendor

  32. 1099 Vendor backup withholdings • Warning on release of batch

  33. 1099 Vendor backup withholdings • Where do these warning take place? • Voucher and Adjustment Entry (03.010.00) • Quick Voucher and Pre-Payment Entry (03.020.00) • Voucher Entry – Distributed Liability (03.025.00)

  34. 1099 Vendor backup withholdings • Type: BW – Backup Withholding

  35. 1099 Vendor backup withholdings • Vendor History – PTD Backup Withholdings

  36. Accounts Payable • Apply multiple AP Prepayments against a single Voucher • Prior to SL 2015 were limited to one Prepayment • New table holds information on all prepayments associated with a Voucher

  37. Multiple AP Prepayments against a single Voucher

  38. Accounts Receivable • Print/Preview Accounts Receivable invoices • Batch Status: Balanced or on Hold

  39. Print/Preview invoices • Invoice and Memo – Invoice Preview

  40. Print/Preview invoices • Quick Query with Viewer

  41. Payroll enhancements Goal: Shorten Procedures Re-calculate in Review/Edit Check (auto) Void & Re-issue checks without re-running Pay Labor Interface Add Gross Up Checks

  42. Payroll: Re-calculate in Review/Edit Check Automates the process of re-calculating subject earnings YTD when a deduction amount is changed in Review/Edit Check (02.030.00) Simplifies calculating deductions as an exemption/credit Simplifies calculating any deduction that uses the change deduction amount

  43. Payroll: Void & Re-issue checks without re-running Pay Labor Interface Simplifies re-issuing a check Eliminates need to re-enter time Reactivates the time, when original check is voided, for use re-issuing the check. Supports original time entered in Payroll (Time or Time and Dollar entry), Advanced Payroll (Advanced Timesheet Entry by Employee or Project) Time and Expense for Projects (once the Pay Labor Interface is run) 

  44. Payroll: Gross Up Checks Deductions use tax tables, based on other deductions, maximums Any earnings type will be permitted Employee overrides of deduction amounts Exemption/credit amounts Current net earnings type will not be removed; deduction restrictions will be removed.

  45. Payroll Change Audit Track changes to: Deductions Tax Tables Employee Deductions Employee Pay Information Date, time, and user will be retained

  46. Database Maintenance • Synchronize Selected Application DB Ownership & Security • Ability to select a specific application database instead of all

  47. Changes • Remove VB6 code • SAF OCX gone • Supporting VB .NET 6 code • Support .Net 4.5 • Supports Visual Studio 2012 & • Compatible with Visual Studio 2013 • Improved installation program (WIX) • No more modular choices, installs all modules

  48. Microsoft Dynamics SL 2015 Web Apps • CU 1 Web Apps plus… Project Timesheet Entry Project Communicator Project Maintenance & Inquiry    Billing Information Maintenance    Project Maximums Maintenance    Percent Complete and Revenue Recognition Setup    Address Maintenance    Contract Value and Revenue Information Budget Maintenance and Inquiry Budget Revision Maintenance, Approval, Inquiry, and Analysis Invoice Approval Delegations Approval Item Request Entry & Approval Resource Management dashboard

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