Blog Article

11 Jun

Managing Dynamics SL Report Templates

I recently had a request to help with cleaning up some SL Report templates.

Some people are managing this through SQL queries, which works ok, but it is never a good idea to administrate through the database when there is a way to do it through the interface. So here is the step by step guide, starting from the report generation screen (or ROI):
1. Click on the Dynamics “sailboat” icon.

Microsoft Dynamics sailboat icon Dallas Fort Worth ERP

2. Select Template from the menu.

Microsoft Dynamics SL Template drop down Dallas Fort Worth ERP

 

 

 

 

 

 

 

3. When the Template Form (98.230.00) comes up, F3 from the Template ID field and edit or delete the template as desired.

template ID

4. You have the option to rename the template, change the description and make it public or private.

5. Click Save if you are just editing something or delete if you want it removed, then close all the windows and restart the report.

save detail general ledger

 

 

 

 

 

 

 

 

 

 

Butch Adams
Managing Consultant
Conexus SG
Dallas, Texas

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