Acumatica offers both Multi-Currency Accounting as well as Financial Statement Translation. Many users confuse the two, but they have completely separate functionality. In general, think of it this way. Multi-Currency Accounting is more “converting” a single transaction to a base currency and Financial Statement Translation is more “translating” an entire ledger to any other currency. … Read more
This morning a client got this message on all their Dynamics GP 2018 clients. This is a new one to us, we haven’t seen this error in the past. (Note – this error could apply to almost any version of GP that supports Automatic Updates). “An available update may be required for your computer, but … Read more
March was a big month of updates for Power BI. I am really excited about some of the new additions they released. Here are my highlights from this recent round of updates to Microsoft Power BI. Custom Report Page Tooltips (Preview Mode) What are tooltips? It’s a message that appears when a cursor is positioned … Read more
Welcome back to the second part of my Distribution Series blog. If you missed “Part 1: WMS – Which Management System & Where to Begin?” don’t worry, here’s the link. In part 2, I am going to expand into more detail on some of the Warehouse Management Solution features you need to think about specific … Read more
In its soon-to-be-released 2018 R1 version, Acumatica has added features to greatly improve the efficiency of the order processing entry for distributors. Meet the Quick Order Entry. Easy to setup and use Very effective – light Point of Sale tool Process an order from order to invoice with a single click We have seen Quick … Read more
The Error: While trying to access Dynamics GP2016 modified forms in the FORMS.DIC file, we were repeatedly denied access to the forms dictionary with the error message, “The modifier is currently unavailable because another user is editing resources in the forms dictionary.” We knew for a fact that no one else was editing the dictionary … Read more
I work with quite a variety of businesses that all use Acumatica Distribution in their own unique way. This is the first in a series of blog posts showcasing numerous technology needs of companies I’ve worked with that are manufacturing, assembling, or distributing products. Part 1: WMS – Which Management System & Where to Begin? … Read more
Cases in Dynamics 365 / CRM are commonly referred to as tickets or incidents. These cases provide a way to track incidents or issues that may arise from your customers, whether they are external or internal. Cases are a full cycle entity, meaning they are used to track the process from the initial intake of … Read more
Many of our Dynamics SL clients have had an issue when trying to void a check and receive the following error: Check status is not outstanding, please reenter. The Fix: In most cases, we found this problem is caused by a previous attempt to void the check and the batch has been saved and … Read more
Advanced find is a powerful tool within your Dynamics 365 (CRM) system. Knowing how to use it will help you to find lists of data with specific criteria, edit that data, export, review, and so much more. You might want to print out this handy cheat-sheet and keep it on your desk. Here’s a nice … Read more
If you have an on premise database you may be curious as to how your data updates in real-time in your Power BI dashboards and reports. Instead of moving your data or constantly refreshing it, data is updated with a Power BI feature called a gateway. Types of Gateways and Features Personal Gateway Works solely … Read more
Acumatica comes with a full approval process built in. No matter what size company you are, everyone benefits by having an independent check on key transactions. These approvals prevent the accidental (or intentional) loss of cash flow which could take place on unauthorized purchases, credit limits and product pricing. Features of the Acumatica Approvals Process … Read more
Organizations are finding lots of value out of implementing workflows in their Dynamics GP systems. Recently, we helped a business set up one to put controls around their purchasing processes. You could use this for purchasing office supplies, raw materials, or items to support your distribution business. Additionally, it will help you go paperless and … Read more
Don’t miss out on a great tool, start using Microsoft Dynamics SL Web Apps today! Microsoft has put a great deal of resources into updating and releasing new web apps every month. Here are some of my favorites. What are Dynamics SL Web Apps? At a very high level, Dynamics SL Web Apps allow you … Read more
There are various ways to add a drop-down list in Acumatica. You could use the “out of the box” “Attributes” that are available for most of the entities or you can create a drop-down list field using the Customization tool. Let’s say you just want to add a field and the dropdown list will not … Read more
ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica. Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter. This saves many … Read more
Have you ever had that important question, and just wanted to ping someone quickly for the answer, but when you pull them up, you realize they are busy or presenting? UGH. Then, you move on and totally forget later to ask? Here’s a great little trick – Tagging You can easily tag a person in … Read more
Problem & Fix I recently encountered an issue with a Microsoft Dynamics GP Purchase Order not being allowed for a specific item. When I looked closer, I found the Inventory Item was missing setup information, which was causing the problem. Here is the Item Maintenance Card: In the Dynamics GP Item Maintenance card, make … Read more
I’ve often said that “data you don’t have at least two copies of is data you don’t care about.” This simple maxim will go a long way to protect your family photos and other personal data. However, a reliable data security strategy for an enterprise – well, that can be more complicated. But it doesn’t … Read more
Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more
Dynamics SL 2015 Year-end Updates This has been out for a couple months, but we didn’t want you to miss the important updates. The 2017 Year End Updates includes changes for 1099 and W-2 reporting to comply with 2017 tax year regulations. Included with the update files is a technical document. TY2017YrEndUpd.pdf “Microsoft Dynamics SL … Read more
Presented by Jeff Suwyn, Microsoft Dynamics SL Marketing Manager Log into Microsoft CustomerSource for more information, details, and full access. Introduction to Dynamics SL 2015 This video is a high-level overview of what Dynamics SL 2015 has to offer. It includes basics concepts used in the application. Part 1 Part 2 Financials in Dynamics … Read more
Microsoft Dynamics GP Upgrade Methodology There’s a reason why our clients trust Crestwood Associates to upgrade their Dynamics GP systems to the latest version. It’s a complicated process and we’ve done hundreds of them. Upgrades can take anywhere from 30 to over 100 hours depending on the complexity of your system. So what are we … Read more
Dynamics SL Upgrade Methodology Is it time for an upgrade to the latest version of Dynamics SL? If so, Crestwood Associates is poised to help you through this complex process. We bring resources to the table with years of expertise to make the experience as stress free as possible for our customers. Here’s what we … Read more