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 Number | Name |
|---|---|
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 |