Exploring new and useful features of Dynamics SL (Solomon) Web Apps
Web Apps provide easy browser-based capability to enter and access data from your Microsoft Dynamics SL Database. The Web Apps are built to run on the devices you use whether that’s a desktop, tablet, or smartphone, regardless of the brand. The screens use responsive technology which means they will adjust when moving to smaller devices. New features make viewing easy regardless of screen size. For example, a form view button has been added to the Timecard Entry screen giving users the flexibility to change from a grid view to a form view which may be preferable for smaller devices.
Microsoft Dynamics SL Web Apps include:
- Project
• Project Change Order
• Project Timesheet Entry
• Project Charge Entry
• Project Expense Entry
• Project Maintenance
• Project Approvals & Delegation: T&E, Invoice, Budget
• Timecard Status
• Employee and Resource Maintenance
• Employee Position/Rate Maintenance
• Project Analyst
- Resource Planning by Project and Resource
- Vendor, Customer, and Payroll Employee Maintenance
- Item Request Entry and Approval
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Microsoft Dynamics SL Web Apps
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Web Apps Enhancements released with Microsoft Dynamics SL 2018:
- Menu Tiles for each of the web Apps. The existing tiles can be replaced with custom tiles
- Timecards
• Auto populate Project and Task
• The number of clicks needed to enter time has been reduced. The New Row button and submenu have been replaced with two buttons on the main Timecard Entry screen: My Projects button and Projects button. Both buttons can be hidden if needed.Clicking the My Projects button will open the list of Projects that have been assigned to a user. This is the same screen accessed by the previous Assigned button. Clicking the Projects button will open the interface to search for a Project and Task. This is the same screen accessed by the previous Unassigned button.
• Entry Login warning. This warning is displayed when a user attempts to log into a company that is not their default company.
• Supports the ability to reopen completed time cards and recall timecards before approval.
• Zero-hour deletion: The default is never to delete the lines. The old default was to always delete the lines.
• Timecard Invoice Comments and Notes has a new interface.
• Rejected Timecards are now highlighted in red.
• Duplicating Timecards. When the Open or History screens are viewed, the duplicate icon will automatically display where possible removing the extra step of clicking the Action icon.
• Impersonate Users. Someone such as an administrative assistant or department head can now enter time for other others - Expense Entry
• The number of lines that can be displayed per page are from one to 35
• Expense Entry Lookup on Amount. You can view Total Expense Amount and search by Expense Amount
• Change Reason to Expense can now be added
• Expense fields can be hidden - Expense Report Date has been added to the lookup list for Expense Reports. The date can be selected to allow searching for an expense document entered on a specific date.
- The Expense Report now prints notes
- Document and Line Item Approval
• When no items need approval the following message displays: No approvals are needed at this time.
• Change Reason has been added to approval screens
• The interface is now consistent for Document Approval and Line Item Approval
• New Approval Field: Due Employee - Viewing Customer Information. Customer information can be displayed on the Project lookup/edit screen. The Default value is N – Do not display
- Viewing Contact Information. Contact Information can be displayed on the Project lookup/edit screen. The Default value is N – Do not display
- Budget Edit Displays all Budget types at one time
• The Original + CO (change order)
• EAC (estimate at complete)
• Original budgets
• Now displayed at one time in the grid and are editable - Project
• Auto populate Project and Task
• Views can be restricted to only Project and Task
• Resource Planning by Project. Project Total Actual Hours has been added
• Employee Project Revenue and Expense Detail Inquiry. Goal fields have been added
• Assignment Summary by Resource. Planned hours have been added
• Assignment Summary by Project-Task. Planned hours have been added
• Panned Hours can be copied to Actual
• A Planned vs Actual Summary and Detailed Inquiry has been added
• Project Analyst–Unbilled Summary-Billing Detail Inquiry. The status displays the full value, not just the letter
• Project Analyst – Project Net Profit. Account category for sort has been added
• Project Analyst – Project Net Profit. New Remaining fields: Variance – EAC minus the Original Budget and Original Budget minus the Project to Date + Commitment.
• Project Charge Entry. Transactions can be entered directly into the Project and Accounting Tables.
• Project Change Orders. Maintain change orders, financial data, date information and reference information.
• Built-In Customizations. Control Parameter Maintenance: Screen used to turn on/off Project features - Quick Query – General Ledger. The Journal transaction quick query has Period to post added and Period Entry removed.
- Communicator. Added Message sort order by created date and displays most recent message at the top
- Administration Label change. The label now displays Screen/Report/Query
- Required Fields. The default color is red and the font is Bold. The default color can be changed in the Web Config settings.
- Print to multiple users
- New Login Screen
- Vendor & Customer – Quick Send
- Invoice Comments. Reduces Clicks with a Save and Back button
- Limit Timecard Corrections. There is a new limit field
New Web Apps Enhancements released with Microsoft Dynamics SL 2018:
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Microsoft Dynamics SL Web Apps
Learn more about what Dynamics SL Web Apps has to offer and how it can increase employee productivity.