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Plumbline Proven Solutions Enhance Expense
Entry and Approval Process
Plumbline has developed three enhancements to
ease the process of managing project expenses:
PPS107 - Fixed Header/Columns within
the Expense Entry Screen in Business Portal. Do you get
frustrated with the data entry process within the
Business Portal Project Expense Entry page? This solution
modifies the page to have a fixed header and columns, providing
simplified data entry and it allows users to confirm the
corresponding data and required fields without scrolling.
PPS119b -
Project Expense Report Approval Delegation.
With this solution, if the person who normally approves the expense
reports in Document Approval is not available, their manager can set
themselves as the Approver. The
manager is then able to go into the Document Approval page and
approve the expense reports.
PPS123 - Business Portal Project Center Expense Report
Attachments. When a user is filling out their
expense reports there is a need to store the receipts electronically
and also associate them with an expense report. This Proven Solution
allows the user to upload electronic documents while entering their
expense report details. The documents will be stored in SharePoint
with a defined security structure to ensure confidentiality.
Approvers will be able to view these attachments when approving the
document through a link to the folder containing the items.
To see more solutions that Plumbline has developed to
enhance other Microsoft Dynamics business processes, view the entire
list of
Plumbline Proven Solutions.
Microsoft Dynamics SL now certified for Windows 7 and Windows Server
2008 R2
Actually, all the Microsoft Dynamics ERP & CRM products are
certified to run on these new releases, and they expect Exchange to
also be certified later this year.
Disappearing Cursor?
Try the resolution provided in this KnowledgeBase article:
873418
If the "Begin Processing" button is disabled in the Time
Review & Approval (TM.TRA.00) Screen in Microsoft Dynamics SL 7.0...
See the work-around provided
here.
Having problems with partially released batches?
Starting with Microsoft Dynamics SL 6.5, in some instances
you can edit partially released Financial batches by accessing them
in the entry screen while in Initialize Mode. This is
especially helpful with resolving out of balance batches that will
not release.
To edit a partially released Financials batch, enter Initialize Mode
by going to Application Options
| Initialize Mode on
the Microsoft Dynamics SL toolbar. Next, open the entry screen
where the partially released batch originated. With the cursor
in the Batch
Number field, press F3 to
locate and select the partially released batch. Note - Depending
upon the access rights of the user that is logged into Microsoft
Dynamics SL, it may be necessary to log in as the user SYSADMIN, to
be able to enter Initialize Mode.
Do you need to check a setting in the Solomon.ini file, but are
unsure of where to find it?
This
KB article shows where to find the files for various SL
versions.
If you're new to using the Cash Manager module, be sure to check out
this list of
Do's and Don'ts.
Are you making backups?“Shortness
of breath, intense feelings of dread, nausea - no, it's not a heart
attacked. It's the realization that your hard drive just died.
If your IT team is unable to bring the computer back to live, the
only option is to send the drive to a data recovery service, which
can charge anywhere from several hundred to several thousand dollars
to rescue your file - if they are recoverable. We all know the
moral: Back up your hard drive often, and use online services
such as Mozy, iBackup, or EVault. That way, even if a fire
ravages your server room, the data will be fine. You can also use
two drives to store two sets of your data."
Inc.
Travel Tidbits
Here are some good tips from Inc. on
websites you can use to help ease your travel pains:
Some travelers experience interminable delays,
cramped seats, and rundown hotel rooms. Why should you?
-
FlightStats.com has delay data for
almost every airline, airport and time.
-
Raveable.com gathers hotel reviews
from websites like TripAdvisor and TravelPost, then organizes
and ranks.
-
TripIt.com builds an itinerary with
maps, weather info. and directions based on our travel
confirmation emails.
-
Packinglistonline.com provides a
packing list based on destination, how you are traveling, and
what you'll do there.
-
SeatGuru.com has detailed seat info.
for hundreds of aircraft.
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Partners, you
may be interested in these upcoming events:
Microsoft Dynamics and Information Worker Sales Academy Web Seminar
Series
Overview of Information Worker components such as SQL
Server Reporting Services, Microsoft Office SharePoint Server (MOSS),
Infopath, and SharePoint Designer that will provide further value to
Microsoft Dynamics customers.
Microsoft Dynamics SL Technical Web Seminar Topics
As a consultant, you play a critical role in bringing the solution to
life for the customer. Take advantage of the many technical web seminars
for Microsoft Dynamics SL!
Microsoft Dynamics SL Sales Web Seminar Topics
Designed for the Sales Professional Community, Microsoft offers
live and online training, events, and programs that go beyond enhancing
your Microsoft Dynamics product and market knowledge. You’ll develop the
skills, understand the audiences, and gain the confidence to grow your
business by selling Microsoft products in more business segments. The
goal is for you to approach prospects with a firm foundation in proven
selling methodologies, presentation tools and techniques that speak to
specific customer needs, and expertise in negotiating complex
deals—skills that can sell an entire Microsoft end-to-end solution.
Name:
Brandon Heidepriem
Background: Brandon is a consultant at Plumbline. He provides consulting and development in Microsoft Information Worker
Solutions, like SharePoint, InfoPath, and Outlook integration,
development using the Business Portal Software Development Kit for
Microsoft Dynamics, object model design assistance, and architecture
design. Prior to joining Plumbline Solutions, Brandon began his career
working for Microsoft on the Business Framework team. In that
role, he was involved with researching and developing a meta data-driven
user interface and the Business Portal Administration Console
integration with SharePoint.
Likes best about consulting: Working directly with customers
and seeing our solutions satisfy their requirements. He also enjoys
working on multiple projects since each has its own specific
architecture and technologies.
Hobbies: His kids, target shooting, hockey, motorcycles and
golf .
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