1. Flexible Billings for Projects
Microsoft Dynamics
11/3/2017
Flexible Billings for Projects
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. About SIS
SIS (Strategic Industry Solutions) delivers business solutions that help project and service driven companies unify your business applications thus delivering better visibility throughout the enterprise.
Founded in 1996, Headquarters Duluth, GA (Greater Atlanta)
Award winning Microsoft Gold Certified Partner
Over 20 years services SL (Solomon) customers
Dedicated support and customer care team ( )
Experienced Partner, Consulting, and Development Team

3. Why SIS? Gold Certified Partner
Over 20+ years of experience serving SL customers
Dedicated support and customer care team ( )
Experienced Partner, Consulting and Development team
We understand your industry best practices and the software in order to bridge the gap between business and technology.
Broad Industry focused solution offering for SL, CRM, D365 and Microsoft SharePoint.

4. Industries we Serve Construction / GC Specialty Contractors
Engineering & Architecture
Government Contractors & Services
Energy Contractors & Services
Oil & Gas

5. Upcoming Webinars
Webinars designed to help you work smarter and be more efficient.
May 16, 2017 – 2:00pm (ET), 10:00am (PT)
Let’s learn about Dynamics 365? Overview, Benefits and what it means to you.
May 18, 2017 – 2:00pm (ET), 10:00am (PT)
Dynamics SL 2015 CU2 – Connecting SL and Power BI (Dashboards & Data)

6. Today’s Presenter Daniel Nice –Dynamics SL Solution Architect
Microsoft Dynamics
11/3/2017
Today’s Presenter
Daniel Nice –Dynamics SL Solution Architect
Involved with Dynamics SL since 1992
40+ SL implementations
Specializes in SL Project Suite modules
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Session agenda Automated T& M Invoicing AIA Construction Billing Entry
Microsoft Dynamics
11/3/2017
Session agenda
Automated T& M Invoicing
AIA Construction Billing Entry
EAC Revision Maintenance
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Dynamics SL Flexible Billings
Microsoft Dynamics
11/3/2017
Dynamics SL Flexible Billings
Automated T& M Invoicing
Benefits
Automated Invoice Details from project costs
Automated Pricing via flexible rate tables
Unbilled Revenue posting at time of service (optional)
Tracking of write-downs / write offs (earned vs billed)
Audience
T&M or Cost Plus projects
Project invoicing and markup process being done manually
Desire T&M Revenue to be posted at time of service (ahead of billing)
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Dynamics SL Flexible Billings
Microsoft Dynamics
11/3/2017
Dynamics SL Flexible Billings
Automated T& M Invoicing
Define, manage, and utilize Multi-level Rate Tables through Allocator to automate T&M invoicing
Discuss component configuration: Rate Type Definition, Allocation Key Definition, Allocation Rate Table Definition
Discuss compilation of Multi-Level Rate Table
Create Allocation Methods for T&M Invoicing
Define and discuss T&M allocation methods
Establish Billing Rules to Post invoicing
Define and discuss Billing Rules for T&M invoicing
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Dynamics SL Flexible Billing
Microsoft Dynamics
11/3/2017
Dynamics SL Flexible Billing
AIA Construction Billing
Benefits
Tracking of detailed Schedule of Values within Dynamics SL
Quick entry / update of billing applications
Calculation of retention, work in place, stored material values
Change order billing
Printing of construction invoice (similar to AIA G702/703)
Application Reversals
Audience
General or Specialty Contractors currently using outside billing process or Excel
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Dynamics SL Flexible Billing
Microsoft Dynamics
11/3/2017
Dynamics SL Flexible Billing
AIA Construction Billing
Understanding the Billing Information requirements
Discuss required information for AIA Application creation and printing
Populating the Schedule of Values
Discuss methods of population of SOV
Establish Billing Rules to Post invoicing
Define and discuss Billing Rules for POC invoicing and how it relates to Revenue
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Estimate at Completion (EAC)
Microsoft Dynamics
11/3/2017
Estimate at Completion (EAC)
SIS EAC Revision Maintenance
Benefits
Greater visualization of project EAC details
Drill-down capabilities to view actuals and commitments
Automatic creation of Budget Revisions
Can be used directly by Project Managers
Identifies areas of risk within projects
Audience
General or Specialty Contractors performing Fixed Price Projects
Multi-month projects where budgets change throughout the life
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Estimate at Completion (EAC)
Microsoft Dynamics
11/3/2017
Estimate at Completion (EAC)
EAC Revision Maintenance
EVM concepts
Discuss general principles of Earned Value Management
Budget v. Actuals analysis
Discuss and demonstrate native capabilities and EAC Revision Maintenance
Project Closeout to fully recognize POC revenue
Discuss methods for closing out POC Projects and Revenue Recognition
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Please type your questions in the Chat or Question Box

15. 2017 Dynamics SL User Conference
We're excited to announce the Dynamics SL User Group Fall Conference
Tampa Marriott Waterside Hotel & Marina
September 12 – 15, 2017
Early Registration is Open – SAVE NOW
Save $30.00 off registration using discount code: DSLUG17SISCustomer30
SIS is a proud sponsor at the SLUG 2017 Conference

16. Thank you for joining us today
Convergence 2014
11/3/2017 8:42 AM
Thank you for joining us today
For assistance or more information:
SIS Customer Care
Debbie Peavy
SIS Customer Relations Mgr.
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.