Boyer & Associates

Microsoft Dynamics SL

How to create a new quick query in Dynamics SL

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If you want to learn how to create a new quick query in Microsoft Dynamics SL, you should know that the actual starting point for this process is the view. You will need to create a new view if there is no existing view that contains the data you want for your new quick query. Creating this view is the heavy lifting for this process and requires that you know and have access to SQL Server. This blog explains the process after the view is created. (Learning SQL is asking a bit much from a short document — For that, read one of the many books on the topic).Let’s start the process of creating a quick query in Dynamics SL from an existing view. First, run Quick Query View in the System Manager module under Administration. If you need … [Read more...] about How to create a new quick query in Dynamics SL

Dynamics SL WebApps is great again

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As a Microsoft partner and reseller for Microsoft Dynamics SL, Boyer & Associates has been using some form of web-based project timecard entry since the first release of Solomon Desktop — then BusinessPortal and more recently Dynamics SL WebApps.There were some frustrating times in the early years with WebApps for Dynamics SL 2011 and SL 2015. The release of WebApps for SL 2018 greatly improved the performance and usability of WebApps and made it the most viable version since BusinessPortal.Unfortunately, Dynamics SL 2018 WebApps is still not perfect and has usability and performance limitations that is still hindering its adoption.Then along came WebApps Accelerator from The ERP Group LLC. Web Apps Accelerator (WAA) has greatly … [Read more...] about Dynamics SL WebApps is great again

How to fix Dynamics SL Project Close Errors

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Have you ever been in the following situation while working in Microsoft Dynamics SL? It’s month end, and you are in a rush to close the period when all of a sudden you get this dreaded error message: “The period cannot be closed. Please see the conditions listed in the Error List Box.”Anyone? Everyone? Ugh. We understand your frustration. Fortunately, the most common errors can be fixed relatively easily. In this blog we will walk you through the error messages shown in the example above — and show you how to fix them.Open Batches exist in Dynamics SLHere’s our first and perhaps most common error message: “Open AP Batches Exist.”To resolve the Open Batches Exist error, you will need to run the Batch Register reports in each … [Read more...] about How to fix Dynamics SL Project Close Errors

Microsoft releases Year-End Updates for Dynamics

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The payroll tax update for Microsoft Dynamics GP and the cumulative year-end update for Microsoft Dynamics SL have officially been released. See below for details.Dynamics GP 2020 Year-End UpdateThe U.S. Payroll Tax Update for Dynamics GP is now available. This latest update includes 2021 federal tax changes, a new FICA Social Security Wage Limit of $142,800 and statewide changes in the following states: ArkansasIowaKentuckyMaineMinnesotaMississippiMissouriNorth DakotaSouth CarolinaUsers must be on a supported version (2016 or above) of Dynamics GP in order to install the latest tax update. To download the tax table update file, log into CustomerSource.If you have questions or need assistance applying the update, contact … [Read more...] about Microsoft releases Year-End Updates for Dynamics

Is Dynamics SL Cash Manager out of balance?

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Here’s a quick fix from the Boyer support desk I have been working support cases for Microsoft Dynamics SL for many years now. I thought I would highlight an issue that comes through support on a regular basis regarding Cash Manager. Specifically, users often have an issue where Cash and the GL balances do not reconcile. Below are two common reasons for this to occur and how to fix the issue. First, one of the easier issues to resolve is to validate that the correct period is being used compared to the bank statement date: Second, the more reoccurring reason for this issue is that the Period to Post does not match one or more specific transaction dates. This could be caused by checks, deposits or journal entries where the transaction … [Read more...] about Is Dynamics SL Cash Manager out of balance?

Are you going to Summit 2020?

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This year’s Community Summit North America promises to be a one-of-a-kind experience. While we’re disappointed that we won’t be able to see you in person, we’re thankful for technology that lets us remain connected, albeit digitally. Indeed, this is one event you don’t want to miss! This three-day virtual event is the annual conference for users of Microsoft Business Applications. Featuring educational sessions on Dynamics ERP and the Power Platform, this is the event for you to learn and connect with other users. New this year is a three-tiered pass level, including a free option. With a free Community pass, you can attend the two keynote sessions, see relevant solution showcases and visit the virtual expo hall where you can chat with … [Read more...] about Are you going to Summit 2020?

Moving Customizations from SL to Business Central

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One powerful feature in Microsoft Dynamics SL is the ability to create custom screens or modules. Those custom screens become a problem when moving from Dynamics SL to Microsoft Dynamics 365 Business Central. If the functionality that necessitated the customizations is still important (likely so) and BC doesn’t have an existing method to replace it (also probably the case), then a BC customization to replace the SL one will be needed. This is an exploration of that process as I learn BC development. First, let’s consider SL customizations, their general characteristics and what is done when building them. These customizations fall into one of several groups: maintenance screens (including setup screens), entry screens, process screens, … [Read more...] about Moving Customizations from SL to Business Central

Dynamics users can get free Business Central licenses

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Microsoft has now made it easier for Dynamics customers to get free Dynamics 365 Business Central licenses and migrate their ERP system to the cloud. After a disruption in normal operations this spring, many businesses were already looking for ways to improve their remote work capabilities. To that end, Microsoft announced in June a plan that allows certain Dynamics ERP customers to switch to a cloud solution — for little to no additional licensing cost. Customers who are active on a Microsoft annual maintenance plan (Enhancement, Advantage or Advantage Plus) can renew their plan through the Cloud Solution Provider (CSP) program and receive free online licenses for Microsoft Dynamics 365 Business Central, the company’s Software as a … [Read more...] about Dynamics users can get free Business Central licenses

Dynamics SL is (still) not dead

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Ever since Microsoft debuted its shiny new cloud ERP in 2016, the question continues to be asked: What will happen to its on-premise accounting solutions? Is Dynamics SL dead? What about Dynamics GP? And is Dynamics NAV no more than a stepping-stone to the cloud now? Make no mistake. Microsoft is fully invested in the cloud and is heavily promoting its suite of cloud-based business solutions — rightly so. Dynamics 365 offers a plethora of easy-to-use solutions that scale as needed for start-ups and enterprise companies alike. It’s a powerful suite of fully integrated tools perfect for businesses of any size. Microsoft continues to push the messaging that the cloud is the future, but what about the here and now? In case you’re worried … [Read more...] about Dynamics SL is (still) not dead

Dynamics ERP users band together on working apart

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With thousands of companies across the U.S. attempting to maintain normal business operations despite quarantine restrictions, Microsoft Dynamics ERP user groups have stepped up their game to help their cohorts navigate new ways of working. Users of Dynamics 365 Business Central already have a fully operational cloud system, but for users of on-premise solutions like Dynamics GP, SL and NAV, the nearly nationwide shelter-in-place orders have placed a strain on business operations. Those who are members of their solution’s user group community have a definite edge. Dynamic Communities, the brainpower behind Microsoft’s ERP user groups, released an entire series of April webinars focused on how to navigate working remotely and the … [Read more...] about Dynamics ERP users band together on working apart