Microsoft Dynamics SL 2015

Jon AugdahlBoyer & Associates

Microsoft Dynamics SL 2015 featuresMicrosoft Dynamics SL Roadmap

Agenda

Grid to Excel• Copy To Table• Connection• Query Table• Pivot Table

Quick Query enhancements

Connection

Query Table

Pivot Table

• Access Quick Query via Web AppQuick Query enhancements

• Filter SQL views when creating a new query

Quick Query enhancements

• 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

Sign On enhancement

• New lookup interface based on the Quick Query interface

• Adds better search capabilities

Possible Values support search capability

• Added email capabilities back to ROI/ROI SRS

ROI/ROI SRS – Email capability

• Unlimited report formats per reportReport enhancements

• Company Default report formatReport enhancements

• Descriptive captions for ROI selection (Metadata)

Report Metadata enhancements

• Custom reports will not be removed when upgrading

• Report Control will support leaving user defined reports in the RPTControl table when upgrading

Upgrading custom reports

• New web enabled ROI interface through Web Apps

• Does not require Business Portal

Access reports via web browser

• Processing• Added company options to processing

screens

Project Multi Company enhancements

Project Multi Company enhancement

• Reporting• Reports support Company Selection

sorting criteria

Project Multi Company enhancements

• Security• Restrict the ability to view Projects by

company

Project Multi Company enhancements

Project Multi Company enhancement

Project Multi Company enhancement

Projects transaction tables now store:• Project base currency• Company base currency

Project Multi Currency enhancement

Project Multi Currency enhancement

• Supports:Company base currency: USProject base currency: CanadianInvoice: YenSubcontracts: Pesos

Project Multi Currency enhancement

• Accounts Payable/Project • Ability for sales tax to move to project via

detail lines instead of the document level.

Project Sales Tax

• 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

Basic Resource Planning

• Improved Accounts Payable vendor name auditing

• Storing Vendor ID & Vendor Name at time of check creation

APCheck APDoc

Accounts Payable

• Allow backup withholding requests for 1099 vendors

1099 Vendor backup withholdings

• Allow backup withholding requests for 1099 vendors

1099 Vendor backup withholdings

• Warning message when selecting vendor1099 Vendor backup withholdings

• Warning on release of batch1099 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)

1099 Vendor backup withholdings

Type: BW – Backup Withholding1099 Vendor backup withholdings

Vendor History – PTD Backup Withholdings1099 Vendor backup withholdings

• 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

Accounts Payable

Multiple AP Prepayments against a single Voucher

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

Accounts Receivable

• Invoice and Memo – Invoice PreviewPrint/Preview invoices

• Quick Query with ViewerPrint/Preview invoices

Payroll enhancementsGoal: Shorten Procedures• Re-calculate in Review/Edit Check (auto)• Void & Re-issue checks without re-running

Pay Labor Interface• Add Gross Up Checks

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

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) 

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.

Payroll Change Audit• Track changes to:• Deductions• Tax Tables• Employee Deductions• Employee Pay Information

• Date, time, and user will be retained

• Synchronize Selected Application DB Ownership & Security

• Ability to select a specific application database instead of all

Database Maintenance

• 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

Changes

Microsoft Dynamics SL 2015 Web AppsCU 1 Web Apps plus…

Project Timesheet Entry Project CommunicatorProject Maintenance & Inquiry   Billing Information Maintenance   Project Maximums Maintenance   Percent Complete and Revenue Recognition Setup   Address Maintenance   Contract Value and Revenue InformationBudget Maintenance and InquiryBudget Revision Maintenance, Approval, Inquiry, and AnalysisInvoice Approval Delegations ApprovalItem Request Entry & ApprovalResource Management dashboard