Sunday, 15 June 2014

Microsoft Dynamics Business Analyzer - An enormous reporting tool

Microsoft Dynamics Business Analyzer


Microsoft Dynamics Business Analyzer is a familiar and easy to use solution that can help accelerate your business with actionable and engaging business insights across your organization.
Tailored for specific roles it provides pre-configured business insights and a user experience that can be personalized to fit your needs.
Whether you are in the office or on the go you can discover and interact with your favorite charts and financial reports or collaborate and share insights to help drive decisions more quickly.

  • Pre-configured Out-of-the-box dashboard experience that you can personalize for your needs helps you find business insights fast.

  • Interact with and explore business data from Microsoft Dynamics SL 2011 FP1 reports with a pre-configured and connected experience.

  • Deploys independent of the Microsoft Dynamics® SL rich client
  • Turn any Quick Query View into an SSRS report that Business Analyzer can use
  • Report generation wizard creates and deploys Microsoft SQL Server reports that can be viewed in the Business Analyzer
  • Creates summary and detail reports that provide drill down capabilities

  • Creates links to Microsoft Dynamics SL screens as well
  • Displays Microsoft SQL Server Reporting Services reports
  • Collaborate with others through real-time communication (Ex. Microsoft Lync™) or by sharing a snapshot.

Sunday, 23 March 2014

Correcting / Reversing Journal Entries Easily in SL 2011

"Correct Journal Transactions" feature will Reverse, Reverse and Correct and Copy an existing journal entries (This feature will only applicable for GL entries not for Sub Ledger entries like AP, AR, etc.). This wills avoid user’s manual Journal entry correction/ reversal effects. 
User can invoke this feature through Correct Journal Transaction button which is available in Journal Transactions screen under General Ledger Module.

This Correct Journal Transaction screen has the follow three options:

Reverse – This option allows the original batch to be reversed (meaning it will offset the original batch making the transactions null and void) by creating a reversing batch. This batch is identical to the original batch except the debits and credits have been reversed to back out the original transaction amounts. The only fields that may be edited, in the new batch, are Batch Handling and Period-to-Post

Reverse and Correct
 – Creates a reversing batch for the original batch. This batch is identical to the original batch except the debits and credits have been reversed to back out the original transaction amounts. The only fields that may be edited are Batch Handling and Period-to-Post. A second, new batch will be created identical to the original batch and any field in the new batch may be edited.

Copy – Creates a new batch matching to the original batch and all fields can be modified. The period defaults to the current period. 

Hope this Helps for someone!!!

Microsoft Dynamics Community

Monday, 27 January 2014

Link AP and PO Documents

Link Accounts Payable and Purchase Order documents using "Link AP and PO Documents (03.560.00)" screen

This screen will be used to make a connection between a purchase order, receipt & return transaction generated in the Purchasing module and a released Accounts Payable voucher / debit adjustment transaction.

Unlinked Voucher or Debit Adjustment Transactions Area

Lists Accounts Payable transactions based on criteria you specify in the Selection Criteria for Vouchers or Debit Adjustments area of this screen
Unvouchered Purchase Order, Receipt, or Return Transactions Area
Lists purchasing transactions that match criteria you specify in the Selection Criteria for Purchase Orders, Receipts, or Returns area of this screen.

While clicking the "Link Transactions" button system will link the selected PO and AP transaction 

User can use this Link AP and PO Documents (03.560.00) Screen for the following Scenarios:
1) If used missed to link the PO and Receipt information during Invoice booking through Voucher and Adjustment entry screen

2) Before making the Receipt User needs to pay the invoice. In this scenario user can make the voucher without PO and receipt information. After receipt creation easily map those two documents using this screen

Hope this helps!!!

Microsoft Dynamics Community