Published on June 16, 2007
Microsoft Dynamics™ SL 7 Business Portal 4: Microsoft Dynamics™ SL 7 Business Portal 4 Agenda: Agenda Agenda: Agenda Planned enhancements for Microsoft Dynamics SL 7 and Business Portal 4: Planned enhancements for Microsoft Dynamics SL 7 and Business Portal 4 System Enhancements User Experience Enhancements Pay When Paid (Project Series, Flexible Billing) Electronic Document Delivery Expand name, address, email, project/task description fields Multi-Currency Scheduled Billings and Billing by Percent Complete Multi-Currency Expense Reporting (Project Series) Service Series Enhancements HTML Help Windows SharePoint Services 3.0 in Business Portal Project Maintenance for Business Portal (Now On-Line Entry) Resource Assignment for Business Portal (New Feature, Integrated w/MSP) Notes and Comments for Business Portal (Extended Usage) System Enhancements: System Enhancements Authentication Windows Authentication with SQL Application Roles Client Authentication still an option New Version of Install Shield Visual Basic 2005 – VB6 applications converted. Use of Visual Studios 2005 (only) Provides more native support for tools like SSRS SQL Server Reporting Services (SSRS) support Ability to start an SSRS report from 32bit-apps or BP. Some samples may also be delivered. Slide6: Authentication: Authentication Windows Authentication with SQL Application Roles Client Authentication User Experience Enhancements: User Experience Enhancements Navigation Navigation Pane experience with menu tree and Home page Menu Maintenance Configuration by role with preview mode Application changes Toolbar Icon changes for apps Project Series toolbar merge Text field insert capability User Experience Enhancements: User Experience Enhancements Navigation Navigation Pane experience with menu tree and Home page Menu Maintenance Configuration by role with preview mode Application changes Toolbar Icon changes for apps Project Series toolbar merge Text field insert capability Navigation, standard: Navigation, standard Menu Maintenance: Menu Maintenance Slide12: Navigation, customized Toolbar consolidation: Toolbar consolidation Basic Toolbar Toolbar with Project Series specific Icons Toolbar when a user has Customization access rights (Not final icons) Pay When Paid : Pay When Paid Justification: Companies often employ subcontractors to complete tasks or provide materials for their customer. Often, for cash flow and quality control reasons, the Company does not want to pay the subcontractor until the end customer has accepted the work and paid the Company. Overview: This enhancement will only allow subcontract vouchers to be paid when the associated customer invoice is paid. Pay When Paid: Pay When Paid Scenarios supported: Subcontract Voucher passed to Project Controller, where the transaction is passed to billing using Billings Transaction Load (or Allocations) and the end-customer invoiced using Flexible Billings Voucher and Invoice can be automatically linked Voucher and Invoice are entered independently (invoice entered thru Flexible Billings, A/R, O/M, Service, or outside system). Voucher and Invoice must be manually linked Pay When Paid: Pay When Paid Features and Assumptions : Pay When Paid is a new attribute of Vendor Terms. Subcontract Number is a new attribute of a voucher. Linked invoice and voucher numbers stored in a new link table. A/P Payment selection analyzes each voucher with a linked invoice to determine if it is payable. An invoice can be linked to one or more vouchers, but a voucher can not be linked to more than one invoice An invoice must be fully paid. The design will not support partial voucher payment for partial invoice payment. If using Project Allocator, it must be set to full detail. Pay When Paid: Pay When Paid Get status of linked documents… Manually link a voucher to an invoice… Electronic Document Delivery : Electronic Document Delivery Justification: Saves money. Reduces paper handling, and postage costs. Create instant communications. Communications are e-mailed/faxed instantly. Improve customer service. Customers have timely or on demand access to orders and invoices. Turn receivables faster. Overview: Provides the capability to send 2 types of key documents (purchase orders and invoices) to customers and vendors electronically via e-mail or fax. Electronic Document Delivery: Electronic Document Delivery Scenarios supported: Print functions currently available for the following documents will have the EDD option: Purchase Orders Project Invoices Construction Billing (AIA Invoices) Accounts Receivable Invoices Order Management Invoices Service Series Invoices Electronic Document Delivery: Electronic Document Delivery Features and Assumptions : Uses Application Server as the delivery mechanism. Fax and Email supported (one or the other is selected for a customer/vendor). Shared Information screen will be used to store default setup information (server info and deliver from info). Vendor and Customer Master tables will have new tabs to hold EDD setup parameters. Ability to inquire on status of an EDD. Does not require Business Portal Electronic Document Delivery: Electronic Document Delivery Electronic Document Delivery: Electronic Document Delivery Expanded Field Sizes: Expanded Field Sizes Name fields: 60 characters Address fields: 60 characters Email address fields: 80 characters Description field in Project, Task, Contract, Subcontract, Change Order, Revision, Pay Request, Equipment, and Submit: 60 characters Multiple Currency Scheduled and % Complete Billings: Multiple Currency Scheduled and % Complete Billings Justification: The 6.x release of Microsoft Dynamics SL supports foreign currency billing except when billings are generated from Scheduled Billings or Billing by Percent Complete. Both of these billing methods are popular with customers. Overview: Enhance these 2 programs to produce billings in the billing currency of the project. MC Scheduled and % Billings: MC Scheduled and % Billings Scenarios Supported: Billings Schedule tied to Revenue Schedule and entered in BAS currency Billings Schedule not tied to Revenue Schedule and entered in billing currency MC Scheduled and % Billings: MC Scheduled and % Billings Features and Assumptions : Provide new Schedule Type in Schedule tab for foreign currency entry and no revenue. Provide notations and captions to remind user. Scheduled Billings Release translates amount based on Schedule Type and Project billing currency. It will translate BAS to BILL or BILL to BAS. Billing Entry by Percent will show calculated amount for both currencies when a percent is keyed in. Transaction date defaults to the Business Date. MC Scheduled and % Billings: MC Scheduled and % Billings MC Scheduled and % Billings: MC Scheduled and % Billings MC Scheduled and % Billings: MC Scheduled and % Billings Multiple Currency Expense : Multiple Currency Expense Justification: Employees traveling outside of their home country will often accrue expenses in a foreign currency. In addition, VAT can also be encountered. The amount of VAT is important because the company can claim a refund from the government on the company’s tax return. Overview: The Expense Report entry program(s) will be modified to accept amounts in foreign currency. Also to accept a tax line item. Multiple Currency Expense: Multiple Currency Expense Scenarios Supported: Employee travels to foreign country and accrues expenses in a foreign currency, possibly with VAT. Employee enters amount in the foreign currency in the Expense Report Entry screen. VAT is split out on the expense invoice. Employee is reimbursed in BAS currency of the company. Multiple Currency Expense: Multiple Currency Expense Features and Assumptions : Employees will enter expenses in various currencies. The exchange rate can be entered manually or automatically calculated by the system. The amounts are translated to BAS on entry and posted to the Project in the base currency Vouchers for employee reimbursement will be in the base currency General Ledger postings will be in the base currency and no loss/gain on currency conversion will be recognized Taxes line items update the tax summary tables Multiple Currency Expense: Multiple Currency Expense Service Series Enhancements: Service Series Enhancements Billable PM Service Calls in Generate PM Service Calls Process (SE.300.00) Ability to bill Preventative Maintenance (PM) Service calls, and not charge monthly contract fees. Includes the ability to generate PM Service Calls by Geographic Zone, as well as to direct PM service calls to a separate tab on the Graphical Dispatch Board, and to provide a range of customer values for PM generation instead of a single value. Slide35: Service Series Enhancements: Service Series Enhancements Alternate Billing on Service Contracts (SN.001.00 - Service Contract Entry and SN.641.00 - Contract Billing Selection) Eliminate the CustID restriction and modify the SN.641.00 screen to correctly determine the Master Contract ID Dispatch View Restriction Enforcement on the Graphical Dispatch Board Filter service call data based on the criteria established in the Dispatch View Maintenance screen. Conversion of Help to HTML: Conversion of Help to HTML Improved navigation through help topics Table of contents remains visible in side pane Clicking on a field name reveals the field description immediately beneath – no more clicking back and forth to see descriptions for fields on the same screen 'See' and 'See also' topics where appropriate Conversion of Help to HTML: Conversion of Help to HTML Business Portal Enhancements: Business Portal Enhancements Business Portal System Changes Project Maintenance Resource Assignment Notes and Comments Windows SharePoint Services: Windows SharePoint Services New WSS 3.0 Features Blogs Wikis RSS Feeds Part of the Office 2007 release Center Pages become separate sites Removed the ActiveX control for Navigation (still there for Query Viewer) Slide41: BP Project Maintenance: BP Project Maintenance Features and Assumptions : Complete Analysis, Entry, and Maintenance of Project and Task master data. Copy Project Capability Expanded data entry capability: Ability to enter percent complete (Project or task level) and basic billing data so Billing Information record can be created. Budget Maintenance – New project level budget type flag to indicate Direct or revisions. Role Based Customization BP Project Maintenance: BP Project Maintenance BP Project Maintenance, Copy Project: BP Project Maintenance, Copy Project Project Maintenance: Project Maintenance BP Project Maintenance, Budgeting: BP Project Maintenance, Budgeting BP Project Maintenance, Customization: BP Project Maintenance, Customization BP Project Maintenance, Customization: BP Project Maintenance, Customization BP Resource Assignment: BP Resource Assignment Justification: Completes the project setup and management tasks that start with BP Project Maintenance. Allows project and resource managers to assign resources without leaving the portal. Features and Assumptions: The functionality of the 32-bit Resource Assignment provided in a native web application. Must support both direct budgeting and revision budgeting. BP Resource Assignment: BP Resource Assignment BP Notes and Comments: BP Notes and Comments Justification: Current mix of icons and buttons for several different types of notes/comments is confusing. Overview: Provide one UI mechanism in BP to call a single notes/comments facility that will handle all types. Also, provide access to all levels and types of notes in Document Approval. BP Notes and Comments: BP Notes and Comments Features and Assumptions: Provide one consistent calling icon and behavior (including empty/existing note indicator). Provide one page with different tabs for 3 types of notes/comments: Internal Notes stored in SNOTE Project Comments (extended comments or invoice comments) stored in PJNOTE Requisition Approval Comments stored in RQREASON. Only 2 of the 3 types are available at one time. Flexible captions and key display available for each type. Calling programs set these. BP Notes and Comments: BP Notes and Comments BP Notes and Comments: BP Notes and Comments Agenda: Agenda Customization Experience: Customization Experience Customization Experience: Customization Experience Agenda: Agenda Start Menu changes: Start Menu changes Supported Environments: Supported Environments Pre-release plans: Pre-release plans Agenda: Agenda Slide63: © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.