We are excited about the fall release of Acumatica, available the week of October 9th, 2017. There is a ton of increased functionality and productivity. Here’s my shortlist of favorite items: New User Interface – you have to see it! It’s more flexible, configurable, and personalized for the end user. For example, in the left-side navigation … Read more
Understanding Security Hierarchies in Management Reporter MR
Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports. Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more
Multi-faceted Security – Dynamics 365 | Security Series
Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units – business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can add more business units if you want. Why … Read more
The Truth Behind Sales Tax Audits
Repost from Avalara With the myriad of responsibilities involved in running a successful business, it should come as no surprise that preparing for a sales and use tax audit is not exactly a high priority or favorite topic of conversation among business owners. There are only so many hours in a day, and many companies … Read more
Dynamics GP Database Migration
Crestwood implemented a phased migration approach of Microsoft Dynamics GP & CRM from on-premise to the cloud and upgrades at the same time and it worked great for a recent client! With many databases, users, integration, and complexity, this phased migration approach ensured success of the project and end user support. Read more about the … Read more
Importing GI’s to Acumatica – Duplicate Screen ID’s
Don’t run into conflicts with Screen ID’s when importing Generic Inquiries (GI) into Acumatica. When you export the GI from a source company as an XML file, it includes the Screen ID that was automatically assigned by the system. Then, when you import the GI to the target company, if there is another pre-existing GI … Read more
Scrolling Window Link Table Not on Form ERROR
Have you even been working in Dynamics GP and encountered the “Scrolling window link table not on form ERROR” combined with the Unhandled Script Exception Error related to an illegal address User ID? Some Background The reason why the errors occur is there are actually some older c-tree based calls made where code is trying … Read more
Quick Query Export to Excel Returns Fewer Rows than QQ Results
Have you ever found when you export a Dynamics SL Quick Query to Excel, you don’t get all the rows of data? Here’s some general information and options to fix that problem. Overview In Dynamics SL, you can turn on paging for your Quick Query screen, as well as limiting the number of records returned. … Read more
4 Signs Your Growing Business Needs to Rethink Sales Tax
What’s new with your business? If it’s any of the below, then congratulations are undoubtedly in order. And, while we certainly don’t want to put a damper on the wrap party for your latest launch, we do want to pipe in with a quick tax-wise nugget: New business growth often leads to new sales and … Read more
Better Searching in Dynamics 365 (CRM)
Searching just got a whole lot better! Microsoft has improved searching for all. Search the way you want. Here’s a closer look at the different ways to search. Quick Search Categorized Search Relevance Search Quick Search Quick search is that little box in the upper right corner of all the grids. It searches in all fields … Read more
Copying Reports and Word Templates to Create History Versions in Dynamics GP
Download the PDF with instructions to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.
Tips to Remember When Scheduling Processes to Run in Acumatica
In Acumatica 6.1 and later 5.3 builds, when scheduling processes to run there are a few items to make sure of: Time zone – there has been a long running issue with scheduled processes that if the time zone is not “GMT (Universal….)” the scheduler doesn’t work correctly. Before this wasn’t an issue because it … Read more
Top 10 Reasons Your Business Should Move to the Cloud
If you haven’t heard, many small and medium sized businesses have grown by moving their technology to the cloud. Don’t let technology hold you back – cloud options increase efficiency, improve cash flow, and have many other benefits. Here are our top 10 reasons why your SMB needs the cloud: 1. Work from Anywhere: and from any … Read more
SQL Restore is Taking a Long Time
Many of us have run across a situation where a SQL restore just takes FOREVER! Since I had some time on my hands, I decided to search and found this great blog post by Matt Slocum. Seriously, I waited well over an hour for a 58GB database to restore to SQL 2008 (and the restore never completed, … Read more
Simple Shortcuts to Make You More Productive Every Day
Extend the life of your fingers and shave minutes off just about everything you do. As a software developer I live and breathe shortcut keys. I use them to quickly navigate between screens, auto type out the current date and time, type my email address, and generate commonly used SQL scripts. All within the reach … Read more
Fixing User Security in Dynamics GP
Which Window Do I Need? Determining which window needs to be added to a user’s security in Microsoft Dynamics GP can be difficult. Here are a couple methods we use to figure it out. Winthrop Tool There used to be a free product called the Support Debugging Tool; however, this no longer the case, it’s … Read more
Acumatica Scenarios – Defining & Automating Your Monthly Tasks
Every department has tasks they perform on a regular basis and steps and procedures they will need to follow in order to perform the tasks accurately and ensure no tasks are missed. It is common for each department to create their own written steps and manually check them off as tasks are completed. Users can … Read more
Divide by 0 Error in FRx
Have you ever gotten the “Divide by 0 Error” when you go to run a report in FRx Report Designer? And to top if off, then the report does not print. Other users can print FRx reports just fine, but for you, it happens on all reports. This error appears if you print to the … Read more
COM Interoperability on x64 Systems
The .Net framework gives developers the powerful option of compiling assemblies targeted for the now-standard x64 platforms or legacy x32 platforms. This is not an issue for most modern software since the typical machine is based on 64-bit architecture and most assemblies are compatible with 64-bit systems. However, the challenge arises when compiling 64-bit assemblies … Read more
Mekorma Windows 10 and .Net Framework Updates
Mekorma users are experiencing an issue where previous builds are not compatible with the Microsoft .Net Framework 4.7 and Windows 10 Creator updates. The two common behaviors you may encounter exhibiting this problem include: Security warning stating users are not authorized to print out of checkbooks. Warning: Unhandled object exception: The parameter is incorrect. Microsoft … Read more
Filters & Permissions in Acumatica
This question came up from a customer recently, and it’s good one – so I wanted to share it. In Acumatica, on the GL entry screens and grids, users have the ability to create custom “Filters” which show as tabs across the top. These filters can be shared with other Acumatica users. However, by default, … Read more
Dynamics GP SSRS Report Deployment Problems
If you’re trying to deploy SQL Server Reporting Services Reports (SSRS) and it keeps failing, saying you don’t have permission, it might be because you have SQL Express. Dynamics GP Error Message: You do not have security access to the location where you want the reports to be deployed Report deployment with SSRS is NOT … Read more
Multi Company Formatting Tips in Dynamics SL
Many of our customers have multiple companies in Dynamics SL. Some are in separate application databases, and some are all in one single database. Either way, below are some tips when managing multiple companies. Companies can be color-coded. This allows users to quickly see which company they are logged into for various SL screens: To … Read more
Keeping Windows 10 Workstation Drives Mapped
Windows 10 can be tricky when installing Dynamics on workstations. We have run into an annoying issue where the drive won’t stay mapped to a network. Whether you map the drive using the Net Use command or in File Explorer, as soon as you open File Explorer to verify, the drive is no longer showing … Read more