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Insert Record With Control File?

Hi All,My Company has been working with Dynamics for about 18 months now.  I feel like I have a good handle on using Transaction imports, but I have run into a speed bump.  We have been using several...

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SL 2015 What's New Training

I am looking for a good training document for clients migrating from SL 2007 to SL2015. Can anyone recommend a good document and/or white paper that covers the changes. Thanks!

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MR Training for users coming from FRX 6.7

Any suggestions for a good training document and/or white paper for MR? I need to train people moving off FRX 6.7. Thanks!

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Opening a Dynamics screen from Visual Studio

Hi can anyone maybe please assist me on the following:I am creating a VB application where I want to launch a standard Dynamics SL screen an pass a parameter to it.The code that I found to open a...

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New Cash Manager Cash Account

Our Accounting Manager decided to create a new Cash Account (also created to subaccount and account/subaccount combo) for an existing program.  Her expectation was that the accounts would somehow merge...

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Scheduled Billings and Revenue Release (BI.SBR.00) - Partial Project ID entry

It appears the ability to enter a partial Project ID in the Scheduled Billings and Revenue Release screen doesn't work in SL 2015 CU1.  The screen documentation indicates that Partial Project IDs are...

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Auto Allocation - GL Entries

One of our NP clients has a situation where some programs become under funded and need a transfer of monies from Restricted Assets.  Although we could do this manually, is there an automated means by...

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Project Controller Account Category

I am setting up a new company which will use Project Series.  I imported the COA's, and now I am trying to setup the Account Categories.  However, I cannot link an account to an account category.  The...

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Empty QueryViewName Fix

We had a user create a new query view with a blank query view name.  When I try to open it to delete it, I receive system message 6814.  I believe the only way to fix this issue is to delete the record...

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Work Order Status

There are multiple steps to creating, starting, and ending a work order in the DAX 4.0 we use. We do not understand fully what each step does within the system. We have not found any manuals that...

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Spreading Budgets from year to year

Our CFO goes through a very rigorous process to spread our budget each year.  I'm wondering if anyone has experience with this that might be able to talk to her about her process and see if you can...

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2015 CU1 Hotfix and Known Issues

Can anyone tell me where to find DSL 2015 hotfix and known issues list on customersource? I have asked my BP without response and only have software maintenance on SL so I cannot open a ticket. Thanks...

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Requisition Form

I have customized the Requisition form RQ610 and placed it in the UserRpts directory however, the customized report is not printing only the report from the RQ subdirectory.  What am I doing...

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Sure Step Document for SL2011

Hello Everyone,I'd like to get the sure step implementation document for SL 2011. Our use case is such that we are currently using SL 2011 and would like to implement another instance of SL 2011 and...

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"Segment Product Line not found, please reenter"

Hello, I am trying to add a new inventory item, but when I enter the new code, I get the error above.  'Please note that I have added the new item to the Product Line, but still get this error!  I'm at...

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Multi currency in service dispatch

I am working with a new client in Canada that requires multi currency in the service dispatch module. In SL 2011 that functionality does not exist. Has anyone else had to deal with this and if so, how...

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SL2015 CU1 - Currency Symbols

We have recently upgraded from SL7 to SL15 CU1. We have found that we are no longer able to use currency symbols in the various free form fields. In the SL7 version, we could type in ALT+0128 for € and...

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Dynamics SL 2011 Process Negative Payroll Check

We have an employee who is leaving our company so this week is his last paycheck but he only worked eight hours of regular pay. My dilemma is we also had to make a correction from a prior week which...

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ParentDirectory and INSTALLDIR Registry Entries being borked - Solved

I have also noticed that when applying hotfixes the installer clears the ParentDirectory and INSTALLDIR Registry Entries and then the MSDynamicsSL.exe fails to launch leaving behind a few windows event...

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New Server Installation - conversion from old

I was wondering if anyone can help me.  We have a new server with server 2012, SQL 2014.  I have installed Dynamics SL 2015 on it.  So far so good.  I backed up the databases on the old server and...

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