Tuesday 24 September 2013

Communicator

Communicator provides for the manual creation of messages to support an electronic mail facility. Communicator screens are grouped by function. Communicator includes the following screens.
  • Send Messages (CO.MMT.00)
  • Alert Manager (CO.ALM.00) 
  • Communicator to Mail (CO.MAL.00) 
  • View Messages (CO.CMD.00) 

     1.  Open SL -> Project -> Project Controller -> Maintenance -> Employee and Resource Maintenance


    
 2.  Enter Employee ID , Name , Email user name and Select any one in “Send mail To” list 

Send Messages (CO.MMT.00):
Send Messages (CO.MMT.00) allow anyone with access to Communicator to format, maintain, and send Communicator messages to other employees within SL.

1.  Open Send Messages (CO.MMT.00) under Foundation -> Communicator. 


2.  Enter your employee ID in from field. You can secure your employee ID by setting up employee     
      passwords using Password Maintenance (PA.PWD.00).
         Note: - Refer the beneath link about Password Maintenance (PA.PWD.00).
3.  Enter the employee ID of the recipient in To field. This field is not secured by password protection. 
4.  Enter the text of the message in the Message Text area. 
5.  Click Save and Close.

Alert Manager (CO.ALM.00):
      
      1.  Create groups for (daily, weekly, monthly, etc.) which you will send notification messages.
      2.  It processes the entire alert group. It generates a notification message only if you set Select as Yes.
      3.  Enter or select an employee ID in Employee. To send the notification to a group of managers, select
           one of the manager types that appear in the Manager list.  
     4.  When you have finished configuring all notifications for the current alert group, click Save.
     5.  To process all notifications on the current alert group, click “Begin Processing”. 

View Messages (CO.CMD.00):

    1.  Employee views notifications using View Messages (CO.CMD.00), which displays all messages to      
         the selected user. 
    2.  Functions such as Alert Manager (CO.ALM.00) or Time Review & Approval (TM.TRA.00).
         When you enter your employee ID in particular Screen, all of your messages appear in the grid on 
         View Messages Screen.  
   3.  When a new message arrives, status as New. If you change the message status from New to save, the 
        message appears below all messages that have a status of New.
   4.  When you select a message line, text Message appears in the lower part of the screen. Depending on 
        the type of message selected, different program buttons might appear beneath the text message.


Reply (button)
Reply is available at any time to send a message back to another employee. Clicking the button opens Send Messages (CO.MMT.00).

Project Net Profit (button)
When you select a message clicking the button opens Project Net Profit (PA.PNR.00). It displays the overall project information with Amount and units.

EAC Maint (button)
When you Clicking the button EAC Maintenance (IQ.EAC.00). It displays the Budget information

Communicator to Mail (CO.MAL.00):

      1.  Communicator to Mail (CO.MAL.00), which delivers Communicator messages by using Microsoft 
           Visual Studio Tools for Office (VSTO).
      2.  VSTO allows Microsoft Dynamics SL screens to communicate with Microsoft Office Outlook   
           through an add-in.
      3.  This add-in is named “Microsoft.Dynamics.SL.OutlookAddin and is installed with the 
            Microsoft Dynamics SL .
     4.  The user defines the intervals to check unsent mail through timer for automatically 
           Wake up” (Ex:60 min)
     5.  Also you can choose to process notifications manually by clicking Mail Messages

Error Messages
Error Messages display error messages from the mail system if any occur. Error Messages have been normally empty.

Mail Messages (button)
Clicking Mail Messages sends all new messages to the mail system immediately.     

Sunday 1 September 2013

Role Center in Dynamics SL 2011


Microsoft Dynamics SL 2011 provides new enhancements for end-users. With a new user-interface and functionality improvements, Dynamics SL 2011 is one of the largest product upgrades for Microsoft Dynamics in years.

We have experience on the latest Dynamics SL 2011 features of the Role center on Dashboard creation, Business Analyzer Charts (BA) and Quick queries. Read below for an introduction on Role Centers, Activities and Quick Lists.

What is a Role Center?

The Role Center contains activities along with Quick Lists areas to present you quick role-based information from Microsoft Dynamics SL 2011 data. When you access the Role Center page with your associated access rights, the Activities you have access to (across modules) will appear to the left side of the Role Center.


Only those users or group of users who have been given rights to the Role Center parts will be able to view the Role Center page. The Role Center has a section that contains Activities. These activities have associated Quick Lists that will display when focus is on the Activity.

What is a Quick List?

Quick Lists are associated with Activity Cues. The Activity Cue that has focus will be listed in the Quick List area. You can double click on a line item in the Quick List to open the specific screen that will show you that information.


What is an Activity Group?

Activities are grouped or categorized by the module. These categories are called Activity Groups.

Part:
Select from the available Parts that users or groups can be given rights to access. The available role center parts to select from 
  • RCACT – Activities 
  • RCQLIST – Quick List 
  • RCVOICE – Connect


Predefined Activity Group list (Sub Part1): 
  1. Account Payables (AP), 
  2. Account Receivables (AR),
  3. Project (PA).

Also include other modules in Activity Group


What is an Activity Cue (Sub Part2)?

Within each Activity Group listing there are Activity Cues that typically represent the pending work for a user or group. Each Activity Cue can be set to link an action which includes executing a Microsoft Dynamics SL 2011 Screen/Query, an external program or Quick List.


The Access check box is selected the user or group will have access to the Role Center and will be able to use each of these subparts which they are given access rights.

What are Activity Panes and Quick Lists?

They carry predefined Role Center in Dash Board views of Account Payables (AP), Account Receivables (AR), Project (PA) information in Dynamics SL 2011 also add other modules in Activity Group list it will also show in the Dash Board view. A quick list can be associated with each activity displaying all the details like vendor, customer or project information etc.