SL Overlay Setup
SL Overlay Setup Help
The SL Overlay Setup page contains multiple options for enabling and disabling features of the SL Overlay.
SL Overlay Permission Sets
There are two permission sets required for access to the SL Overlay. You need to assign one of these two permission sets to your users to use the SL Overlay, depending on their role.
SLO Basic: This permission set provides access to opening and using the SL Overlay screens, and read-only access to the SL Overlay Setup screen. You should assign this permission set to all users <except for Admin users who will need to make changes to the SL Overlay Setup screen. Admin users should be assigned the SLO Admin permission set.
SLO Admin: This permission set provides full access to the SL Overlay Setup screen and SL Overlay screens. This permission set allows users to enable or disable any or all features in the SL Overlay Setup screen and run processes and should be assigned only to those users (such as a Controller or IT Manager) whom you wish to grant full administrative access to the SL Overlay.
Shortcut Dimensions fast tab
For a review of the functionality provided by the Shortcut Dimensions enhancement in the SL Overlay, see: Dimensions
Shortcut Dimensions need to be added to (or initialized on) existing ledger entries and customer/vendor records so these entries and records can be used with the new Shortcut Dimensions in pages to sort and filter data and use with reports. If you do not initialize these entries and records and try to use Shortcut Dimensions filters, the data and records will be excluded from displayed results.
Enable SL Overlay Dimensions: Select to enable SL Overlay Dimensions. Once the option is enabled, the following options are available under Default G/L Account and Dimensions fast tab:
G/L Entries that require Initialization: Displays the Number of Historical G/L Entries that Require Initialization of Shortcut Dimensions 3 thru 8. To review the actual entries, click the number in the field and the G/L Entries page displays the entries.
Cust. Ledger Entries that Require Initialization: Displays the number of historical customer ledger entries that require initialization of Shortcut Dimensions 3 thru 8. To review the actual entries, click the number in the field and the Customer Ledger Entries page displays the entries.
Vendor Ledger Entries that Require Initialization: Displays the number of historical vendor ledger entries that require initialization of Shortcut Dimensions 3 thru 8. To review the actual entries, click the number in the field and the Vendor Ledger Entries page displays the entries.
Map Shortcut Dims. To Budget Dims.: Map Shortcut Dimensions 3 through 6 to the Budget Dimensions 1 through 4 to allow filtering by Shortcut Dimensions in Budget reports.
Default G/L Account and Dimensions
G/L Accounts that require initialization: The Number of Historical G/L Accounts that Require Initialization of Default Dimensions 1 thru 8.
Customer Records that require initialization: The Number of Historical Customer Records that Require Initialization of Default Dimensions 1 thru 8.
Vendor Records that Require Initialization: The Number of Historical Vendor Records that Require Initialization of Shortcut Dimensions 1 thru 8.
Default Account Settings
Default G/L Account No.: Select to enable showing a Default G/L Account No. field on the Vendor and Customer Cards.
Default Account Type: Select to designate a default account type in both the General Ledger Setup, and in the User Setup page to populate a default Type in new sales and purchase documents during data entry.
Fiscal Period fast tab
For a review of the functionality provided by the Fiscal Periods enhancement in the SL Overlay, see: Fiscal Period Enhancement
Enable Fiscal Period Feature
Select to specify whether the Fiscal Period feature will be used. This allows you to enter date ranges by fiscal period in report parameters, rather than just using a date filter.
The Fiscal Period feature assists with the transition to using a date range as periods instead of MM-YYYY (month & year) by adding the display of a SL formatted period to various pages (Accounting Periods, data entry pages, role center Headlines). The feature also adds new fields to the Accounting Periods screen called Fiscal Period and Period Closed.
The Period Closed field may be closed by running the Close Period process from the ribbon on the Accounting Period page. Close Period is used to close a period within a fiscal year. This field is different from the standard Closed field (renamed in the SL Overlay to Year Closed) which is set when the year-end close process is run. When the Period Close process is run, it sets the period to close, and advances the General Ledger Setup > Allow Posting From date to the first day of the next period. This prevents users from posting entries in the closed period. These dates can be overridden, if needed, by a user who has a role with sufficient permissions to edit the General Ledger Setup page.
Documents fast tab
The Documents fast tab gives you the ability to enable the features of the Batch Release Functionality portion of the SL Overlay.
For a review of the functionality provided by the Fiscal Periods enhancement in the SL Overlay, see: Add Batch Release functionality
Select Show Document Total Fields on Document Header to show the Document Total fields in Document Header of purchasing and sales documents.
Select Restrict Posting if Difference is not Zero on Document Totals to limit the ability to post a sales or purchasing document if the difference amount field (which takes the total amount entered minus the manually entered total amount) is not zero on Document Totals.
Purchase Order No. on Receipt Lines - Select to determine if Purchase Order No. will display on Get Receipt Lines
SL Terminology fast tab
Much of the terminology used in Dynamics 365 Business Central is unfamiliar to Microsoft Dynamics SL users. Modifying some terminology that relates to some of the most common SL terminology will allow the Dynamics SL user to become more familiar with Dynamics 365 Business Central in an easier, more timely manner. To make the transition from Dynamics SL to Dynamics 365 Business Central easier for Dynamics SL Users, the Dynamics L Overlay adds a new SL Terminology enhancement. This enhancement modifies the Dynamics 365 Business Central terminology of certain field names, pages, and report names to more familiar Dynamics SL names.
To enable this feature, activate the button for SL Terminology Changes in the SL Overlay Setup screen.
The concept of posting groups is a new concept to Dynamics SL users. The accounts related to sales, purchasing and inventory are entered on a Maintenance Setup page in Dynamics 365 Business Central, rather than a matrix approach in Dynamics SL. To help with the transition to Dynamics D365 Business Central, the SL Overlay adds links to the General Business Posting Groups, General Product Posting Groups and General Posting Setup in the ribbon on the following setup screens, so the user can more quickly and easily navigate to all related posting groups from the setup page:
SL AP Setup – Purchases & Payable Setup
SL AR Setup – Sales & Receivables Setup
Inventory Setup (also includes a link to the SL Product Classes - Inventory Posting Groups page).
The following pages have been renamed in Dynamics 365 Business Central to correlate to the screen names more closely in Dynamics SL:
| Dynamics BC 365 name | SL Overlay name |
|---|---|
| Tax Area | SL Tax Group - Tax Area |
| Tax Jurisdiction | SL Tax Maintenance – Tax Jurisdiction |
| Tax Jurisdiction | SL Tax Maintenance – Tax Jurisdiction |
| Tax Group | SL Tax Category – Tax Group |
| Purchases & Payables Setup | SL AP Setup – Purchases & Payable Setup |
| Sales & Receivables Setup | SL AR Setup – Sales & Receivables Setup |
| GL Account Card | SL AR Setup – Sales & Receivables Setup |
| Register Customer Payments | SL Chart of Accounts Maintenance – G/L Account Card |
The following fields have been renamed in Dynamics 365 Business Central to correlate to the field names more closely in Dynamics SL:
| Dynamics 365 BC Page | Standard name | SL Overlay name |
|---|---|---|
| GL Account Card | Account Category | Account Category Type |
| GL Account Card | Account Subcategory | Account Subcategory Type |
| General Ledger Setup | LCY code | LCY Code (Local Currency) |
| Vendor Card | No. | Vendor ID |
| Vendor Card | IRS 1099 Code | Default 1099 Box Number |
| Vendor Card | Federal ID No | Tax ID Nbr |
| Customer Card | No. | Customer ID |
| Customer Card | Tax Area Code | Location ID |
| Customer Card | Customer Price Group | Price Class |
In the General Posting Setup, Vendor Posting Groups, the Customer Posting Group and the Inventory Posting Group the column account names have been changed to match the account names in Dynamics SL:
| Dynamics BC 365 Page | Standard name | SL Overlay name |
|---|---|---|
| Vendor Posting Group | Vendor Classes | |
| Vendor Posting Group | Code | Class ID |
| Vendor Posting Group | Description | Class Description |
| Vendor Posting Group | Payables Account | Accounts Payable Account |
| Vendor Posting Group | Service Charge Account | Vendor Finance Charges |
| Vendor Posting Group | Payment Disc. Debit Acc. | AP Disc. Taken Debit Acc. |
| Vendor Posting Group | Payment Disc. Credit Acc. | AP Disc. Taken Credit Acc. |
| Vendor Posting Group | Payment Tolerance Debit Acc. | AP Pmt. Tolerance Debit Acc. |
| Vendor Posting Group | Payment Tolerance Credit Acc. | AP Pmt. Tolerance Credit Acc. |
| General Posting Setup, Purchasing column Headers | ||
| Purchasing Column Headers | Purch. Account | AP Invoice Inv./Exp. Acc. |
| Purchasing Column Headers | Purch. Credit Memo Account | AP Credit Memo Inv./Exp. Acc. |
| Purchasing Column Headers | Purch. Pmt. Disc. Debit Acc. | AP Disc. Debit Acc. |
| Purchasing Column Headers | Purch. Pmt. Disc. Credit Acc. | AP Disc. Credit Acc. |
| Purchasing Column Headers | Purch. Pmt. Tol. Debit Acc. | AP Pmt. Tolerance Debit Acc. |
| Purchasing Column Headers | Purch. Pmt. Tol. Credit Acc. | AP Pmt. Tolerance Credit Acc. |
| Purchasing Column Headers | Purch. Variance Account | Purchase Price Variance Account |
| Purchasing Column Headers | Purch. FA Disc. Account | AP Fixed Asset Disc. Account |
| General Posting Setup, AR – Sales Column Headers: | ||
| AR – Sales Column Headers | Sales Account | Default Income Account |
| AR – Sales Column Headers | Sales Credit Memo Account | Default Credit Memo Account |
| AR – Sales Column Headers | Sales Line Disc. Account | AR Line Disc. Account |
| AR – Sales Column Headers | Sales Inv. Disc. Account | AR Inv. Disc. Account |
| AR – Sales Column Headers | Sales Pmt. Disc. Debit Acc. | AR Disc. Debit Account |
| AR – Sales Column Headers | Sales Pmt. Disc. Debit Acc. | AR Disc. Debit Account |
| AR – Sales Column Headers | Sales Pmt. Disc. Credit Acc. | AR Disc. Credit Account |
| AR – Sales Column Headers | Sales Pmt. Tol. Debit Acc. | AR Pmt. Tolerance Debit Acc. |
| AR – Sales Column Headers | Sales Pmt. Tol. Debit Acc. | AR Pmt. Tolerance Debit Acc. |
| AR – Sales Column Headers | Sales Pmt. Tol. Credit Acc. | AR Pmt. Tolerance Credit Acc. |
| AR – Sales Column Headers | Sales Prepayments Account | AR Pre-Payment Account |
| General Posting Setup, Inventory Column Headers: | ||
| Inventory Column Headers | Direct Cost Applied Account | Direct Cost Clearing Account |
| Customer Posting Groups | Customer Classes | |
| Customer Posting Group | Code | Class ID |
| Customer Posting Group | Description | Class Description |
| Customer Posting Group | Receivables Account | Accounts Receivables Account |
| Customer Posting Group | Service Charge Account | Customer Finance Charges |
| Customer Posting Group | Payment Disc. Debit Acc. | AR Disc. Debit Account |
| Customer Posting Group | Payment Disc. Credit Acc. | AR Disc. Credit Account |
| Customer Posting Group | Additional Fee Account | Miscellaneous Receivables Other |
| Customer Posting Group | Payment Tolerance Debit Acct | AR Tolerance Debit Acc. |
| Customer Posting Group | Payment Tolerance Credit Acct | AR Tolerance Credit Acc. |
| Inventory Posting Groups | Product Classes | |
| Inventory Posting Group | Code | Product Class ID |
| Inventory Posting Group | Description | Product Class Description |
| Inventory Posting Setup | Product Posting Setup |
Default Dimensions fast tab
Initialize G/L Accounts: Select to schedule a job that will initialize Default Dimension values in the G/L Entry table. The Schedule a Job - Update Shortcut Dimensions in general ledger entries page allows you to enter a Description and an Earliest Start Date/Time value which specifies the earliest date and time when the job should be started. If you leave the field blank, the job starts when you select OK.
Initialize Customer Records: Select to schedule a job that will initialize Default Dimension values in the Customer Ledger Entry table. The Schedule a Job - Update Shortcut Dimensions in customer ledger entries page allows you to enter a Description and an Earliest Start Date/Time value which specifies the earliest date and time when the job should be started. If you leave the field blank, the job starts when you select OK.
Initialize Vendor Records: Select to schedule a job that will initialize Default Dimension values in the Vendor Ledger Entry table. The Schedule a Job - Update Shortcut Dimensions in vendor ledger entries page allows you to enter a Description and an Earliest Start Date/Time value which specifies the earliest date and time when the job should be started. If you leave the field blank, the job starts when you select OK.
SL Overlay Help Ribbon options
To Initialize records
Shortcut Dimensions
The initialization process takes the dimension 3-8 setup information that is defined in Microsoft Dynamics 365 Business Central and then updates the existing entries to include the dimension 3-8 information. Based on the number of entries in the Dynamics 365 Business Central database, this could take some time.
The page allows you to parse out the initialization of G/L entries, Customer entries and Vendor entries to minimize the impact on system performance while running.
Initialize G/L Entries: Select Shortcut Dimensions > Initialize G/L Entries to schedule a job to initialize Shortcut Dimension values in the G/L Entry table.
Initialize Customer Ledger Entries: Select Shortcut Dimensions > Initialize Customer Ledger Entries to schedule a job to initialize Shortcut Dimension values in the Customer Ledger Entry table.
Initialize Vendor Ledger Entries: Select Shortcut Dimensions > Initialize Vendor Ledger Entries to schedule a job to initialize Shortcut Dimension values in the Vendor Ledger Entry table.
Default Dimensions
Initialize G/L Accounts: Select Default Dimensions > Initialize G/L Accounts to schedule a job to initialize Shortcut Dimension values in the Chart of Accounts table.
Initialize Customer Records: Select Default Dimensions > Initialize Customer Records to schedule a job to initialize Shortcut Dimension values in the Customer table.
Initialize Vendor Records: Select Default Dimensions > Initialize Vendor Records to schedule a job to initialize Shortcut Dimension values in the Vendor table.
SL Help
Provides links to help topics for
- SL Overlay Fiscal Period Enhancement
- S/L Overlay G/L Register Enhancements
- SL Terminology Enhancement
- SL Overlay Default Account Type
Actions
Job Queue: Select Actions > Job Queue > Job Queue Entries to view initialization jobs you've previously scheduled but not run yet.
Job Queue Log: Select Actions > Job Queue > Job Queue Log to review the log results of running the Job Queue.
Module Menu: Select Rebuild Module Menu to reset the Menu Module system to default.