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Dynamics SL - How to Remove Outdated Information from Dynamics SL 
 
5/12/2010 
ALP Recording 

Click on the image above to watch the webcast replay now.

 Class Description

Last month we talked about improving the performance and reliability of Dynamics SL. 

In this class, we'll expand on the "spring cleaning" theme with a lesson on getting rid of old activity and information to de-clutter Dynamics SL and improve the user experience.

You'll learn about data clean up tools for...

Accounts Receivable

  • How to remove AR activity and customer history that is no longer required.
  • How to remove over or under applied documents in Small Balance/Credit Write Off.
  • How to create a Payment Application batch to apply open payment or credit.

Accounts Payable

  • How to remove AP activity and vendor history that is no longer required.
  • How to clear outstanding checks created in AP.

General Ledger

  • How to clean up your GL Closing.
  • How to remove posted GL detail and account history.

Project Controller

  • How to delete project detail based upon a Fiscal Year or by project.

 Class Handout

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