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
Acumatica 2017 Go Lives
At Crestwood, we are thrilled with the success of Acumatica and the mindshare it has gained among those considering new ERP deployments. We are continually impressed with the underlying technology, organizational responsiveness and leadership team. In short, we find Acumatica to be a terrific business partner, for our clients and Crestwood alike. The excitement we … Read more
Missing Management Reporter MR Report Options
Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more
Management Reporter Headers in Excel
Have you ever noticed that when you download Management Reporter (MR) reports into Excel, the headers don’t show up at all in the Normal View, or the headers only show up in the Page Layout View? If the Page Layout View in Excel is not to your liking, this can present a problem. Example 1 … Read more
Missing the Messages.CSV in Dynamics SL
A customer called me last week and had received the following error about a messages.csv file missing from the associated folder in Microsoft Dynamics SL. “Unable to locate the message file c:\Program Files (x86)\Microsoft Dynamics\SL\Applications\MESSAGES.CVS” The Fix: The messages.csv file needs to be re-created or restored from a backup. To recreate the file perform the … Read more
Limited Users in Microsoft Dynamics GP
We get a lot of questions from Microsoft Dynamics GP Administrators on the User Type field when creating new users. The most common question is, “What’s a Limited type user”? What is a Limited User? Limited user licenses are 80% less expensive than Full users, but these users can only read information within Dynamics GP. … Read more
Reconcile to GL Routine in Microsoft Dynamics GP
There is a very powerful tool in Microsoft Dynamics GP that can greatly reduce the time it takes you to find errors between your Trial Balances in your subledgers (Purchasing, Receivables, Inventory, Bank Reconciliation) and your General Ledger (GL). This tool is called the Reconcile to GL routine and can be found by going to … Read more
Quick Fix for Dynamics GP “End Point Not Listening” Errors
A client recently encountered an issue where the eConnect integration he was using out of SQL stopped working. He received the following error despite of several attempts to repair: “There was no endpoint listening at net.pipe://localhost/Microsoft/Dynamics/GP/eConnect/EntityOperations that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if … Read more
How to Change the Integration Manager Default Database File Path
Frequently, our Support Team at Crestwood gets calls where a new Integration Manager (IM) user can only see a “sample” of the integrations they are expecting to see. They don’t see all or the correct integrations that have been created and are used in production. Why? This happens because the IM system default install points … Read more
Dynamics SL – Employee Maintenance Comment Field
When you upgrade to Microsoft Dynamics SL 2015, you will notice a Comment field in the Employee Maintenance window. Why? This field is used for audit tracking purposes. It turns into a required field whenever the Pay Info and Deductions tabs are updated for an employee. Here’s an example I entered a new employee and … Read more
Change Your Debit/Credit SmartList Default Display Order in Dynamics GP
One of my personal frustrations when I started working with SmartLists in Microsoft Dynamics GP, was the fact that on every report using debits and credits, they were ‘backwards’ from how I was used to seeing them. In my mind, debits always came first and credits were always after. Many times, I’d work on a … Read more
Editable Grids in Dynamics CRM / 365 for Sales
There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great! No more “read only” grids in CRM. This new feature can enhance productivity by reducing clicks and navigation time. Just simply go into your view, and click in the cell you want to … Read more
When State Auditors Head out of State
Reposted from Avalara Auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue. Some states … Read more
Disappearing Quick Links in Microsoft Dynamics GP
Have you ever logged into Microsoft Dynamics GP and noticed you were missing your Quick Links on the Homepage? Maybe you even tried to add them back in, only to discover that the items you added did not ‘stick’. If this describes your situation, I have the solution! Here’s the Fix First, have the user … Read more
Save Time Exporting Dynamics GP SmartLists to Excel: How-to Create an Export Solution
Many of our clients like to export their Microsoft Dynamics GP SmartLists to Excel. Why? In Excel, you can easily add things like: Summary Totals Pivot Tables Charts And more However, it can become a tedious and time-consuming process if you export many SmartLists. How to Automate your exports Wouldn’t it be nice if you … Read more
How to Get a New Dynamics GP Budget ID to Show Up in Management Reporter MR
It’s very common for our customers to add new budgets to Microsoft Dynamics GP. With the Legacy Provider in Management Reporter (MR), the new Budget ID would show in the Column Definition “Book Code/Attribute Category” field automatically. With the MR Data Mart, there are a couple of steps below that need to be followed first. … Read more
Crestwood Associates Named to the 2017 Bob Scott’s Top 100 VAR List
Crestwood has been named to the Bob Scott’s Top 100 VAR list for the fourth time, placing 42nd on the list. Members of the Top 100 VARs List were selected based on factors such growth, industry leadership and recognition, and innovation. Chosen firms represent a wide range of sizes and include many different accounting software … Read more
eConnect & Dynamics GP Error
There is no MTS object context (Exception from HRESULT: XXXXXXX) We have a client using eConnect to integrate truck and transportation related billing data into Dynamics GP 2013. When they added a version of eConnect to a second machine to run the integrations, they ran into some issues. After setting up the service and checking … Read more
Oh My, How You Have Grown! Excessive File Size Growth in Management Reporter (MR) Database
Has your MR database gotten so big it’s out of hand? I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my recommendations for MR maintenance: Have a current backup … Read more
Lock Users Out During File Maintenance in Dynamics GP
There are many instances when you need to prevent users from logging into Microsoft Dynamics GP. For example, File maintenance Year-end close No problem. Dynamics GP comes with a tool to take your company offline, which prevents users from logging in. Here’s how: Log into Dynamics GP as ‘sa’ Navigate to Administration / Utilities / … Read more