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I am a Microsoft Partner and have just downloaded Dynamics SL. I cannot seem to find any direction on how to approach setting my company up. I added a chart of accounts but it will not print. Is there any kind of 1-2-3 guide available?
Hi Linda,
I assume you worked through the Install Guide. I am going through the same process right now of installing 7.0. I didn't see any configuration guides out there. I have worked on two previous MS Dynamics SL implementations. My approach with this install is after I am finished with the Install Guide, I then am working through the Shared Information Module User Guide. That gives information for setting up various flexkeys (client, vendor, subaccount, etc.). I then am working through the GL User Guide for various setup steps. Then the Project User Guide, AR User Guide, Inventory User Guide, OM User Guide and so forth to gather my configuration steps.
Regarding printing your chart of accounts, I am not sure what approach you are taking to print it or what error you may be getting. I generally just click on the Chart of Accounts report listed under Reports. You may need to go into your Printer Settings (Go File, Printer Setup) and set them accordingly (perhaps try setting your settings so that the report prints to a PDF or Excel file). If you haven't seen the General Ledger Reports User Guide, that should give you some good guidance.
Hope this helps a little. Good luck.
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