Microsoft Dynamics SL Business Essentials

FINANCIAL MANAGEMENT | BUSINESS INTELLIGENCE | SUPPLY CHAIN | PROJECT MANAGEMENT & ACCOUNTING | FIELD SERVICES | FOUNDATION

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Financial Management

Accounts Payable

Keep accurate information about money owed, due dates, and available discounts at your fingertips with a focused and flexible way to carefully track and take advantage of terms and discounts, predict cash requirements, and monitor payments so that they are made only once.

Accounts Payable


Accounts Receivable

Actively manage your customer accounts and identify problems before they occur. Flexible, integrated functions provide you with detailed information and reporting to monitor receivables and do what you need to enhance your cash flow and bottom line.

Accounts Receivable


Bank Reconciliation

Make reconciliation of your bank accounts easier and faster by automating your bank reconciliation process.

Bank Reconciliation


Currency Manager

Conduct global business easily, whether your company uses a single currency with plans to expand or already operates with multiple currencies. Integrate transaction processing across Microsoft Dynamics SL to track exchange rate fluctuations, determine possible gains and losses when making payments in another currency, and maximize multi-national business profits.

Currency Manager


Cash Manager

Take the guesswork out of cash accounting, gain instant access to your current cash balance, and automate bank reconciliation. Powerful and integrated, Microsoft Dynamics SL Cash Manager is automatically updated when batches are released by other Microsoft Dynamics SL modules.

Cash Manager


General Ledger

Capture and analyze the financial information you need to make better business decisions with flexible, integrated capabilities that let you harness your accounting processes to meet the way you do business.

General Ledger


Multi-Company

Monitor, analyze, and report on multiple companies or functional divisions within your organization. Focused and flexible capabilities help you set up multiple companies in one or more databases, run processes, close books, and report results by company or in a consolidated company.

Multi-Company


Payroll/Direct Deposit

Conduct global business easily, whether your company uses a single currency with plans to expand or already operates with multiple currencies. Integrate transaction processing across Microsoft Dynamics SL to track exchange rate fluctuations, determine possible gains and losses when making payments in another currency, and maximize multi-national business profits.

Payroll/Direct Deposit


Advanced Payroll

Take the guesswork out of complex labor and time collection. Microsoft Dynamics SL advanced payroll helps you calculate true labor costs, meet time-sensitive government reporting requirements, provide flexible deductions and benefits, and most importantly, pay your employees accurately and on time.

Advanced Payroll


Application Server

Control where processes execute, whether centralized on the database server, on separate application servers distributed throughout the network, over a wide area network (WAN), or over the Internet. You can off-load and schedule the execution of CPU-intensive tasks such as the printing of reports and execution of processes to other machines on your network.

Application Server


Financial Statement Translator

Isolate, evaluate, and eliminate the impact of currency fluctuations on your business operations. And dramatically improve month-end close processes by performing necessary currency translations and automatically calculating gains/losses due to rate fluctuations.

Financial Statement Translator


Project Management and Accounting

Allocator

Gain precise control over project finances by creating flexible, multi-tiered hierarchies to reflect the spectrum of labor rates and billing structures you need.

Allocator


Analyzer

Enhance business decision-making with efficient access to comprehensive data about project performance and profitability.

Analyzer


Communicator

Automated alerts keep you informed of pending deadlines, required approvals, escalating costs, and eroding margins, making it easy to intervene so projects and profits stay on track.

Communicator


Contract Management

Streamline time-consuming contract management tasks and increase the productivity of subcontractor interactions for even the most complex projects.

Contract Management


Employee Utilization

Get the information necessary to improve the profitability of service professionals and other human resources. Track personnel availability, billable time, revenues, and the realization of established utilization goals.

Employee Utilization


Flexible Billings

Shorten billing cycles and improve cash flow by taking control of unbilled receivables and converting them more quickly to revenues.

Flexible Billings


Project Budgeting

Take control of your project finances with powerful budgeting tools that allow you to significantly increase your project’s profitability.

Project Budgeting


Project Controller

Improve your project profitability by providing project managers with the accurate, meaningful information needed to gain control over project revenue and expenses—enough control to make even low-margin projects profitable.

Project Controller


Time and Expense

Take control of your labor, project, and travel-related expenses. Accurate, timely cost information gives you the precise information you need to increase your productivity and make better, more effective business decisions.

Time and Expense


Business Intelligence

Crystal Reports

Modify any existing report or create an unlimited number of custom reports to suit your needs.

Crystal Reports


Management Reporter

Get real-time financial reporting to help you achieve greater visibility across your organization.

Management Reporter


BIO Advanced

Receive detailed operational analysis of your business. Unearth useful insight into your project operations and sales. Then share that information with your employees so that they have the tools they need to help build a better, stronger company.

BIO Advanced


BIO Extender

Modify, simplify or personalize the analysis and reporting experience for your employees and improve how effectively they are able to utilize the data stored in your system.

BIO Extender


BIO Foundation

This is the basis for Microsoft Dynamics SL’s powerful reporting and analysis toolkit. Turn data stored in the system‘s financial suite into actionable knowledge. With the preconfigured views of data included your people can quickly begin taking advantage of true business intelligence capabilities, breaking through the constraints of typical financial reporting.

BIO Foundation


Supply Chain

Advanced Shipment Management

Automatically create shipping labels, build shipment detail, charge shipments and do much more with Microsoft Dynamics SL Advanced Shipment Management.

Advanced Shipment Management


Bill of Materials

Define, analyze, and manage your company’s products with Microsoft Dynamics SL Bill of Materials.

Bill of Materials


eCommerce Gateway-EDI Edition

Microsoft Dynamics SL eCommerce Gateway–EDI Edition works with Microsoft Dynamics SL Order Management to help integrate and automate business transactions with customers, vendors, and remote warehouses.

eCommerce Gateway-EDI Edition


Inventory

Handle a wide variety of inventory issues, including outgoing orders, incoming stock, returns, backorders, surplus inventory, and dead stock. Maximize return on your inventory investment by ensuring that your customers get what they want, when they want it.

Inventory


Landed Cost

Calculate accurate inventory valuation by including additional charges beyond item purchase costs, such as miscellaneous origin and destination fees and easily roll them into the total cost of goods.

Landed Cost


Order Management

Improve customer satisfaction by keeping order management employees on task and on top of the entire sales order process.

Order Management


Order to Purchase

Accurately promise customers the goods they want, when they want them. Microsoft Dynamics SL Order to Purchase helps balance inventory carrying costs with customer service levels so your representatives can fulfill customers’ request for goods, even when stock is short.

Order to Purchase


Purchasing

Provide buyers with accurate, up-to-date vendor and pricing information to help them make consistent, cost-effective buying decisions. Enhance productivity and reduce transaction costs with increased purchasing accuracy, speed processing, streamlined receiving, and efficient invoice matching and vouching.

Purchasing


Requisitions

Manage and automate the procurement process by using an online request and approval process. Requests are entered into your Microsoft Dynamics SL system, pulling data from your Account, Vendor, Inventory and Project tables and removing the need to maintain separate systems.

Requisitions


Work Order

Streamline the planning and handling of your work orders, so you that can control costs and maximize profits.

Work Order


Field Services

Equipment Maintenance

Track and control every aspect of routine and unscheduled equipment maintenance.

Equipment Maintenance


Flat Rate Pricing

With Microsoft Dynamics SL Flat Rate Pricing, you can stop purchasing expensive flat-rate books from an outside publisher and enable your technicians to give on-the-spot printed price quotes on specific services from your pricing catalog.

Flat Rate Pricing


Service Contracts

If your business has service agreements, you know that managing them can be difficult. But with proper management, service agreements can be a major source of revenue for service companies.

Service Contracts


Service Dispatch

If your business has service agreements, you know that managing them can be difficult. But with proper management, service agreements can be a major source of revenue for service companies.

Service Dispatch


Foundation

Business Portal

Unlock business potential and enhance productivity by providing role-based access to information and processes from a single Web-based portal. Business portal integrates seamlessly with Microsoft Dynamics SL to deliver applications, information, and processes to employees, customers, and partners across the organization.

Business Portal


Customization Manager

Adapt your system to the specific requirements of your organization with Microsoft Dynamics SL Customization Manager. Quickly and easily modify any screen in any Microsoft Dynamics SL module without changing the underlying source code, and update screens as often as necessary to match the pace of your business growth.

Customization Manager


System Manager

Manage your business information with streamlined processes that give you the flexible control you need to gain insight into your business and make strategic decisions.

System Manager