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:
Chart of Accounts Maintenance
Voucher and Adjustment Entry
Purchase Order Maintenance
Invoice and Memo
Sales Order Entry