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Professional Service Time and Billing

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Customization

Customization Manager
Solomon® Customization Manager enables you to adapt your Professional Service Time & Billing™ and Dynamics SL system to the specific requirements of your organization. With Customization Manager, you can quickly and easily modify any screen in any product without changing the underlying source code. Customization Manager makes it possible for you to update the screens of your system as often as necessary to match the pace of your business growth.

Comprehensive Customization
Dynamics SL® Customization Manager gives you unparalleled flexibility in modifying Professional Service Time & Billing™ to meet your specific needs. You can add new fields and controls, hide data items, set defaults, change field captions, change the tabbing order, add new buttons and sub-forms, change color and font styles, and much more. Screens are updated instantly so you can immediately see the results of your changes.

Advanced Customization
Capabilities with Basic Script Language Customization Manager includes an embedded Visual Basic® for Applications (VBA) – compatible Basic Script Language (BSL) that you can use for even more sophisticated customization capabilities. With BSL, you can attach custom programs and specific business rules to any object in any screen. These programs can perform functions such as enhanced calculations, table lookups, validations, and references to most fields in Professional Service Time & Billing™ and Dynamics SL. You can also attach custom processes to specific “events”. For example, when you click on the Save button, the Save event is triggered. You can attach a specific operation to this event that validates an entry in a custom table or enforces a specific rule based on your own requirements.

With BSL, you can also take advantage of industry-standard integration technologies such as Automation and ODBC to integrate with many off-the-shelf Windows® applications and database sources. You can access any ODBC-compliant data source within any Professional Service Time & Billing™ or Dynamics SL screen. You can also automate the transfer of data between products such as Microsoft Excel® or Word® and Dynamics SL®.

Powerful Security Features
Powerful security features allow you to set up and control who can access Customization Manager. System administrators can make screen changes that apply to all users, one user, or themselves; or individual users can customize their own screens. You can also be granted functional-level customization rights, such as the ability to change field order and visual appearance, but not the ability to insert new objects or write code. Field-level security can also be defined using Customization Manager. For example, you can make a Balance field invisible to some data entry users or define a more restrictive range of valid entries.

Object Model
The Dynamics SL® Object Model is an innovative programmatic interface to the underlying functionality of Solomon. The Object Model allows any Dynamics SL screen created with the Dynamics SL Tools for Visual Basic to be instantiated as an object. This interface allows Visual Basic for Applications (VBA) within Customization Manager, or any externally hosted programming tool that can communicate to objects via a COM interface, to automate any Dynamics SL screen, whether standard or created by you. What's more, the object will incorporate any custom logic you create using Customization Manager.

Isis, Inc.     Post Office Box 70460, Richmond, VA 23255     Phone: (804)762-4200     Fax: (804) 762-4195