Microsoft Dynamics SL Tips and Tricks - Amplify 2013
1. Dynamics SL Tips and
Tricks for Maximizing
Your Investment
Anthony B. Rice
Software Consultant
arice@t3infosystems.com
Amplify 2013
2. Topics Covered
• TIPS AND TRICKS
• BUSINESS ANALYZER
• SL ROADMAP AND DIRECTION
• QUESTIONS AND ANSWERS
3. :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 CTRL
as you click each box. The number that
appears indicates the select order in
which items will be cut or pasted
4.
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7. 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 feature
New in SL 2011 FP1
8. :Financial Tips Hard Close feature
New in SL 2011 FP1
• ( )Restrict or allow posting to closed fiscal
periods without customization
