2. Use Link AP and PO Documents (03.560.00) to make a connection between a purchase order, receipt, or return transaction generated in the Purchasing module and a released Accounts Payable voucher or debit adjustment transaction

3. In Microsoft Dynamics SL 2011 users can: Reverse Reverse and Correct Copy batches

8. How can I make sure my vendors aren’t paid for services before my customer has paid me? Or my salespeople aren’t paid for commissions before I’m paid? New screens to link or unlink an AP Voucher to an unpaid AR invoice Access in AP Voucher and Adjustment Entry or AP Document Maintenance

11. What is the Current OM Period!? The more recent period between Inventory and AR

12. Choose your invoicing method for project-related shippers

13. Goods for Project Sales Order Purchase for Type

16. Notice a Void Status AR or Inventory (IN) Batch from OM? Re-run the Sales Journal report Specify Sales Journal ID on the Options tab

20. Quick Send tip Automated faxing and emailing Setup specific to each vendor, customer, or employee Customer documents Invoices from AR, flexible billings, service, construction billing, and OM AR statements Order Management order confirmations Manual order confirmations Shipping notices Vendor documents Purchase orders Payroll direct deposit advice slip stubs Uses Application Server*

21. How to easily resend a copy of an invoice, purchase order, or OM shipping document? Quick Send Inquiry – accessible through: AR Invoice and Memo AP Voucher and Adjustment Entry AR and AP Document Maintenance Shared Information menu Use filters to search on refnbr, customer ID, purchase order number, etc. Check box and click Begin Processing to resend Or just click Quick Send button to resend

22. You can use variables within the Subject Text or Body Text to personalize the message

27. A customer, vendor, or project-specific Microsoft SharePoint® site can be created with one click from the maintenance screen. Invoices, statements, purchase orders, etc. Can be automatically published for centralized document retention and access

28. Print any report to a SharePoint destination Reporting Tip – Upload to SharePoint

37. How to add a company logo to display when you log in to various companies Save your logo as CPNYID.bmp (i.e. 0060.bmp) Must be saved as.bmp – no other type will work The dimensions of the logo cannot exceed 192 pixels x 40 pixels Add this file to your Microsoft Dynamics SL root directory

42. Attachment tip Attach multiple documents to specific entities Recall and review documents from Microsoft Dynamics SL screen Store documents in a Microsoft SharePoint site or network location

46. Application server tip