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Table of Contents

  1. How are documents scanned and indexed?
  2. What Dynamics SL database tables are modified by ImageLink?
  3. How compatible is ImageLink with Dynamics SL?
  4. Which Dynamics SL screens are enabled for use with ImageLink?
  5. Within Order Management, can the user see documents pertaining to a line-item inventory ID?
  6. What must be done when a service pack is applied to Dynamics SL?
  7. A signed contract must be found in two places: at the customer level & at the actual order within Order Management.  Can one document be attached in two places or will it have to be scanned twice?

 

1.  How are documents scanned and indexed?

Documents are indexed automatically as they are scanned or "dropped" into the ImageLink repository.

bulletDocuments are scanned from a workstation where Dynamics SL is active.
bulletWhen a document is scanned, the contents of the fields of the Dynamics SL screen are used as index keys.
bulletThe automated indexing also applies to non-scanned documents that are dropped into ImageLink's Drop Zone.
bulletThe index keys for a document are stored in the table "xIMIndex" within the Dynamics SL application database.
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2.  What Dynamics SL database tables are modified by ImageLink?

The installation of ImageLink includes inserting several entries into the Dynamics SL's "Screen" table within the "System" database.  The purpose of these entries is to register several new screens to Dynamics SL.

 

The "Custom2" table within the "System" database is also updated.  Entries to this table are made via the Customization Import process.  This is the installation step where ImageLink access buttons are added to standard Dynamics SL screens.

 

ImageLink stores information regarding specific document images in the table "xIMIndex" within the application database.  This is not a standard Dynamics SL table.  "xIMIndex" is created as a step within the ImageLink installation process.

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3.  How compatible is ImageLink with Dynamics SL?

ImageLink is VERY compatible with Dynamics SL.

bulletNo Dynamics SL application data is modified by ImageLink.
bulletNew tables are add to the Dynamics SL databases in accordance with Dynamics SL guidelines.
bulletCustomizations of Dynamics SL screens are made using Dynamics SL's Customization Manager in accordance to Dynamics SL guidelines.  For this reason, Dynamics SL's "Customization Manager" is a requirement to run ImageLink.
bulletPrograms that access Dynamics SL databases are developed using Dynamics SL's VBTools.  This gives them the same look and feel as the standard Dynamics SL screens.
bulletThe installation process is performed with InstallShield®.  Dynamics SL tools such as DBupdate and Customization Import are used to properly build and populate tables.
bulletThe installation process has no effect on other customizations.
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4.  Which Dynamics SL screens are enabled for use with ImageLink?

ImageLink's "Images" button has been incorporated into the following Dynamics SL screens.

bullet

Accounts Payable
bulletVoucher and Adjustment Entry (03.010.00)
bulletQuick Voucher and Pre-Payment Entry (03.020.00)
bulletVoucher Entry - Distributed Liability (03.025.00)
bulletManual Check Entry (03.030.00)
bulletVendor Inquiry (03.200.00)
bulletDocument Maintenance (03.250.00)
bulletVendor Maintenance (03.270.00)

bullet

Accounts Receivable
bulletInvoice and Memo (08.010.00)
bulletPayment Application (08.030.00)
bulletPayment Entry (08.050.00)
bulletDocument Maintenance (08.250.00)
bulletCustomer Maintenance (08.260.00)

bullet

Cash Manager
bullet

Cash Account Transactions (20.010.00)

bullet

Cash Account Transfers (20.020.00)

bullet

Bank Reconciliation (20.210.00)

bullet

General Ledger
bulletJournal Transactions (01.010.00)

bullet

Inventory
bulletReceipts (10.010.00)
bulletInventory Inquiry (10.200.00)
bulletInventory Item Lookup (10.210.00)
bulletInventory Items (10.250.00)

bullet

Multi-Company
bullet

Company Setup (13.250.00)

bullet

Order Management
bulletSales Orders (40.100.00)
bulletShippers (40.110.00)
bulletManifest Entry (40.115.00)
bulletShipment Confirmation (40.117.00)

bullet

Purchase Orders
bulletReceipt/Invoice Entry (04.010.00)
bulletReceipts Inquiry (04.200.00)
bulletPurchase Orders (04.250.00)

bullet

Payroll/Human Resources
bulletEmployee Maintenance (02.250.00)

bulletProject Series
bulletBudget Revision Maintenance (BU.BRM.00)
bulletContract Maintenance (CN.CON.00)
bulletProject Change Orders (CN.COP.00)
bulletSubcontract Change Orders (CN.COS.00)
bulletSubcontract Payment Review & Approval (CN.PRA.00)
bulletSubcontract Payment Request (CN.SPR.00)
bulletSubmittal/Transmittal Entry (CN.STE.00)
bulletSubcontract Maintenance (CN.SUB.00)
bulletSubcontractor Vendor Maintenance (CN.SUV.00)
bulletProject Charge Entry (PA.CHG.00)
bulletCommitment Detail Inquiry (PA.CMD.00)
bulletEmployee Maintenance (PA.EMP.00)
bulletProject Maintenance (PA.PRJ.00)
bulletTransaction Detail Entry (PA.TRD.00)
bulletTravel & Expense Report Entry (TM.ENT.00)
bulletProject Timesheet with Rate/Amount Entry (TM.PTA.00)
bulletTime Card Entry (TM.TCE.00)
bulletTimecard with Rate/Amount Entry (TM.TEA.00)
bulletService Series
bulletEmployee Maintenance (SD.007.00)
bulletCall Entry (SD.200.00)
bulletDispatch (SD.201.00)
bulletInvoice Entry (SD.202.00)
bulletService Call History (SD.301.00)
bulletEquipment Entry (SE.001.00)
bulletManufacturer/Model maintenance (SE.006.00)
bulletContract Entry (SN.001.00)
bulletService Contract History (SN.017.00)
bulletWork Orders
bulletWork Order Entry (12.250.00)
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5.  Within Order Management, can the user see documents pertaining to a line-item inventory ID?

Yes.  The ImageLink grid shows the documents associated with the current order.  It also identifies documents associated with the inventory item within the currently selected Dynamics SL grid line.

 

Assume, for example:  A current order number 000123 is being entered and one document relating to this order has been scanned and one of the line items is for product XXX-ABC.

 

Also assume:  Using one of the inventory screens, such as Inventory Items (10.250.00), a picture of XXX-ABC had been scanned and a word document that describes the product had been dropped into the Drop Zone.

 

If the grid line that contains the product XXX-ABC is selected and the Images button is clicked, then the ImageLink grid will show three documents available for display.  The first two will be related to the product ID; the third is the document that relates to order 000123.  You can tell that the first two documents relate to the item rather than the order, since their respective "Ref Nbr" fields within the grid are empty (reference numbers are for Dynamics SL transactions, not inventory items).

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6.  What must be done when a service pack is applied to Dynamics SL?

Very little.  ImageLink was developed with Dynamics SL's Tools for Visual Basic.  Consequently, there is a tremendous degree of compatibility between ImageLink and the Dynamics SL environment.

 

Care should always be taken when installing new software and updates.  Current backups are required and users should be logged out of the application.  The only requirement for ImageLink is that your delta.mnu module must be backed up so that the ImageLink entries can be re-entered after a new delta.mnu has been installed by the Dynamics SL upgrade process.

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7.  A signed contract must be found in two places: at the customer level & at the actual order within Order Management.  Can one document be attached in two places or will it have to be scanned twice?

The short answer is that the documents do NOT have to be scanned twice. Here is the long answer:

The Order Management screens supported by ImageLink are:

    Sales Orders (40.100.00)
    Shippers (40.110.00)
    Manifest Entry (40.115.00)
    Shipment Confirmation (40.117.00)

Of these, the Sales Order and Shipper screens contain the customer number. When a document is scanned or imported (via the Drop Zone) from these two screens, the customer number becomes one of ImageLink’s index items. For this reason, the user can go to the customer maintenance screen and will find the document.


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