SL Terminology
SL Terminology Changes
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 quickly and more easily. 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 the matrix approach used 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 more closely correlate to the screen names 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 more closely relate to the field names 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 | AccountSubcategory 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 |