Dynamics SL Tips and Tricks for Maximizing Your Investment

Anthony B. RiceSoftware Consultantarice@t3infosystems.com

Amplify 2013

Topics Covered

• TIPS AND TRICKS• BUSINESS ANALYZER• SL ROADMAP AND DIRECTION• QUESTIONS AND ANSWERS

:System Tip Select Data Items in Form View

• What are those red numbered boxes I get sometimes when I’ ?m working in a window• Used to select data in Form View to utilize the copy or cut feature• Use the ESC key to exit if you get the boxes unintentionally• To use Multi‐ ,Select press and hold CTRLas you click each box. The number thatappears indicates the select order inwhich items will be cut or pasted

How can I prevent posting to closed periods or?closed fiscal years Can I limit who can override the

period?• Hard Close feature found in GL Setup

• Select “Allow Posting to closed fiscal periods” to allow entry of ,batches to any period regardless of the fiscal year

• Select “Prevent posting to prior fiscal years” to restrict entry of batches to current or future fiscal years

• :Note Must release all open batches from prior periods before un‐checking option “Allow post to closed fiscal periods”

• You can give individuals rights to override this restriction by giving users Initialize rights to the batch entry screens

:Financial Tips Hard Close featureNew in SL 2011 FP1

:Financial Tips Hard Close featureNew in SL 2011 FP1

• ( )Restrict or allow posting to closed fiscal periods without customization

Demo

REPORT CONTROL MAINTENANCE

REPORT CONTROL MAINTENANCE

Demo

Business Analyzer

Demo

SL Roadmap and Direction

Thank you.Any questions?

Anthony B. Ricearice@t3infosystems.com