Dynamics SL Tips & Tricks Archives

Super PV (Shift + F3)

Module: All

Why this feature is cool!

You'll get a different set of data when using Shift+F3 than the normal lookup.  Only a few screens so far have been found to be a "Super-PV" screen but more are expected to be found.  Here are just a couple and you're more than welcome to try it in every screen.

What does it look like?

• GL Account History
  • F3 = Account, Description, Type
  • Shift+F3 = Account, SubAcct, LedgerID, Fiscal Year

 F3 (click to enlarge)

Shift+F3 (click to enlarge)

• Project Timecard Entry
  
  • F3 = Employee #, Name, Company ID, GL SubAcct
  • Shift+F3 = Employee #, Document #, Week Ending Date, Type, Status

F3 (click to enlarge)

Shift+F3 (click to enlarge)

Pay When Paid Terms

Module: Accounts Payable

Why this feature is cool!

Vendors will only be paid for services when you are paid by your customers.  Also, your salepeople are only paid for commissions when you're paid.

What does it look like?

• Discount Type:  "Pay When Paid" in Terms Maintenance; Apply to = Vendor.
• New screens to link or unlink an AP Voucher to an unpaid AR invoice.
• Access in AP Voucher & Adjustment Entry or AP Document Maintenance.
• AP Voucher - Document Maintenance "linked" field = checked.

(click to enlarge)

Keyboard Shortcuts

Module: All

Why this feature is cool!

Fast navigation.  Never touch that mouse again (well, almost).