Dynamics SL Configuration

Dynamics SL Setup Options

There are a few Setup options in Dynamics SL that the integration requires before any batches can be transferred from Manage to Dynamics SL. It is recommended to establish these settings before attempting to transfer any data.

  • AR Module Auto Reference Numbering must be disabled. This allows the integration to create AR Invoices on the Financial > Accounts Receivable > Input > Invoice and Memo screen with invoice numbers that match the Manage invoice number. This option is disabled by unchecking “Auto Reference Numbering” on the Financial > Accounts Receivable > Setup > AR Setup screen and Other Options tab.

Configurations of a Dynamics SL Login

The Dynamics SL user account will need to have the “Edit”, “View”, “Insert”, and “Delete” options enabled for the following permissions on the Administration > System Manager > Security > Access Rights Maintenance screen:

Screen/Report NumberName

01.01.000

Journal Transactions

01.26.000

Chart of Accounts Maintenance

02.25.000

Employee

03.01.000

Voucher and Adjustment Entry

03.27.000

Vendor Maintenance

04.01.000

Receipt/Invoice Entry

04.25.000

Purchase Order Maintenance

08.01.000

Invoice and Memo

08.26.000

Customer Maintenance

08.26.200

Shipping Address

10.03.000

Adjustments

10.04.000

Transfers

10.25.000

Inventory Items

10.27.000

Unit Conversions

40.10.000

Sales Order Entry

40.25.000

Miscellaneous Charges

40.40.000

Process Manager


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