With Dynamics SL reports, users can save templates of their report options. They can use these templates the next time they run the same report, so they do not need to set the options back up each time. Some examples are: Running an AP Check Register for a range of dates Running an Aged AR … Read more
Many businesses use Excel templates to create their annual budgets. By creating a budget template in Excel, you’ll save yourself time. Just populate the monthly data by the general ledger account, and then after uploading the budget into Dynamics GP, you can include these budget numbers on your Management Reporter (MR) reports. Here’s how to … Read more
Have you ever worked in Dynamics GP and encountered the “FP: Couldn’t Close Table!” or “Open Operations on File” errors when trying to close out of Dynamics GP? Why might this happen? The reason why these errors occur is usually that something is “interrupting” a process assigned to your machine as it closes (or at … Read more
One of the most common workstation errors we see is the 5003 error, when the user cannot access the SQL server and Dynamics SL databases. Here is a list of common resolutions: Verify the server name field of the Domain table is valid. If using Windows Authentication, verify the user logged into that workstation is … Read more
With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database. It’s called PSTL (Professional Services Tools Library). You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and many more. It changes all tables, including transactions … Read more
It happens to everyone. You close your fiscal year in Microsoft Dynamics GP and then, when going through your year-end reporting, you discover that one or more General Ledger accounts were closed with an incorrect Posting Type*. That means your Retained Earnings either are over or under stated. Fortunately, beginning with Microsoft Dynamics GP 2013 … Read more
Use Credit Memos in the Microsoft Dynamics SL AR module to reduce the amount of a customer’s invoice or to reverse a customer’s invoice. Below are the steps to enter and apply a Credit Memo to a specific invoice. First, enter the Credit Memo in the AR Invoice and Memo Input screen. Enter it exactly … Read more
The paid transaction removal tool is used to transfer paid sales transactions to history. It is also used to consolidate balance forward accounts. It consolidates the balance forward transaction amounts and adds the total to the noncurrent aging period. Paid transaction removal will speed up receivables processes, inquiries and windows should open more quickly. Also, … Read more
At Crestwood we are amazed and impressed by the pace of innovation that our publishers are driving. Today, the Cloud is much more than just a buzzword for our client’s critical business applications. Rather it is now a key technical standard for an ever increasing number of them. As such, we are thrilled to have … Read more
I recently got a call from a client asking how to associate the Euro currency symbol € in their Dynamics SL system. When using the Dynamics SL currency manager module, you can add additional currency symbols in the Currency Maintenance window. Here’s how: First, you need to start by copying the Euro symbol from the … Read more
You are trying to create a new SQL user, and you receive the following message, “the server principal ‘xxxx’ already exists’ as below: Ok, maybe that user already exists. You search SQL Management Studio, but cannot find the user associated with any databases or under the main Security node. You can run the query below … Read more
I am all about anything I can do to make it easier and faster to enter data. Here’s a handy customization trick for Microsoft Dynamics SL to update the AP document total. I’m going to show you a simple customization that will update the voucher/adjustment total whenever you save the document. Note: to create this … Read more
Microsoft Dynamics SL allows you to customize buttons on the toolbar. One of the most useful addition is to add the currency symbol. One thing to note, if you’re not using currency manager, the button will be greyed out or inactive. Here’s how: Create a folder called currency in Microsoft Dynamics\SL\Application. Place the icon file … Read more
This is a good one for all you Microsoft Dynamics GP administrators! We have gotten some calls about network or anti-virus type errors in Dynamics GP, but the normal fixes just don’t work. The Errors: Here are the Dynamics GP errors we encountered: FP: Couldn’t close table! An open operation on table ‘taxHistory_TRX’ failed because … Read more
Here’s how to process a credit when using a credit card to pay vendors in Microsoft Dynamics GP. Let’s say you have entered an invoice in a vendor’s account and entered the amount in the credit card field. This will move the document to history in the vendor and create an open invoice in the … Read more
In Microsoft Dynamics SL 2015, there is a great new time saving field in the Payroll Void Check Entry screen. It specifies if the batch should indicate if the earnings are unpaid when it is released. In older versions of Dynamics SL, you had to re-enter time if a check was voided and then re-issued. … Read more
I help many customers set up email functionality in Acumatica so they can email invoices to customers and PO’s to vendors. There are 3 basic parts: Properly configure email functionality in Acumatica Set customer properties to receive emails Set vendor properties to receive emails Click on each step to view/download the PDF instructions. If you … Read more
Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment. Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly … Read more
Check out all the new, time-saving features in Acumatica 6.x. No matter what industry you’re in, there’s something new in Acumatica for everyone. Finance Distribution CRM And in the platform Here’s a highlight of Acumatica new features we know you’ll want to have: Finance: Approval of Accounts Payable Documents – Set single or multiple approvals … Read more
When you go to look up a customer, vendor or stock item record, or even an AR Invoice or AP Bill in Acumatica, the screens force you to use the magnifying glass button to search for your record. I feel this isn’t always the quickest way to look up things in Acumatica. Did you know, … Read more
In the Acumatica Funds Transfers window, you can transfer funds from one cash account to another and include related service charges. Additionally, you can view the details of the recorded funds transfers. Funds can be transferred between accounts denominated to different foreign currencies. The system performs currency conversion by using the base currency and the … Read more
Locking is a part of every SQL Server database. It’s critical functionality and without it, we could not have multiple people working in the same database, at the same time. It ensures data integrity, but can also cause some errors. Example: I was assisting a customer who found their Dynamics GP system was locked up … Read more
A customer recently had an issue with the number of decimal places for the price of an item on an open Sales Order. The item was incorrectly setup with 2 decimal places when it needed to be four. Note your Item Number and your Order Number. Is there a way to change the Currency Decimals … Read more
Recently, a client of mine had an issue where the Dynamics GP SmartList Window would not open or when it did, it was blank. I found that this is a known issue, as the window settings in the DYNAMICS SY01402 table can become corrupt and cause the window to hide or be blank. Troubleshooting & … Read more