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
Have you ever run into this in Microsoft Dynamics SL? You created a Voucher and Adjustment Entry (03.010.00) batch and the batch will not release. So, you look at the event log and find there’s a message indicating the batch is out of balance but it provides no further information. Ugh, what do you do? … Read more
Creating a New Report Template from an Existing Template and How-to Delete a Report Template In Microsoft Dynamics SL, report templates are valuable time-saving features. We use report templates as a starting tool when creating similar type of reports. That way, we can reuse our parameters to run reports. Here are a couple time-saving tips! … Read more
Using Select Checks and Edit Check Batch I recently helped a client print partial checks in Microsoft Dynamics GP. They needed to pay an invoice in multiple payments. I’ve also run into this when someone needs to create a payment for a deposit, but had not yet received the invoice. Here’s how to make a … Read more
Why do people use keyboard shortcuts? I used to teach beginner computer classes and one thing that always confused people is the multiple ways of doing the same thing. I always had a hard time answering that question, but over the years, I’ve found myself using more and more keyboard shortcuts because they do really … Read more
There are times you might need to change the number of decimal places for inventory items in Microsoft Dynamics GP Manufacturing. For example: Items might have been set up incorrectly You might have started purchasing a product from a different supplier, or international supplier and with the currency exchange rates, you want to track 3 … Read more
There’s a great new feature added into the new designer for business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365. It’s called recommendations. What are recommendations? Recommendations allow you to provide a recommendation to users on how to fill out a field. You can set certain criteria around a field and if a … Read more
This made my week! I’m a visual person and creating business rules in Dynamics CRM 2016 version 8.2 and Dynamics 365 has just become my new favorite thing. I used to dread doing this, but with the new improved business rules interface, it’s fundamentally the same thing, but now with a visually pleasing facelift. What … Read more
Has this ever happened to you? You see all the invoices in an AR Aging report, but when you attempt to apply a payment in the Payment Application screen, the invoice isn’t there. Don’t worry! Most likely it’s because the invoice is already in the process of being applied in an unreleased Payment Application batch … Read more
Included in Microsoft Dynamics GP is the Professional Services Toolkit Library (PSTL). This adds a lot of powerful functionality to help you solve common business problems. One of the tools is the Inventory Site Combiner. It allows you to combine site/location codes without losing any data. Let’s say you created an inventory location and you … Read more
You may notice that Management Reporter (MR) reports run a bit slower than previous, FRx reports in Microsoft Dynamics SL. If so, we have two great tips for you to try to help improve performance and speed of your reports in Dynamics SL. 2 Tips to increase the speed of MR reports in Dynamics SL: … Read more
You try to run your Microsoft Dynamics SL AP Check Register for a specific date, using the AP03630MC_WRK.DATE field as shown here: When doing so, your report is completely blank, even though there are checks for this date. This is due to Microsoft Dynamics SL 2011 Bug 23391. Here are the steps to correct it: … Read more
The AR Transactions Quick Query that comes out of the box with Microsoft Dynamics SL 2015 has an issue. It will report duplicates or even more, depending on your data. The actual underlying view must be modified to correct this. To do so, log into SQL Management Studio. Then expand the Databases node, and expand … Read more
The Crestwood Support Team receives a lot questions about creating Statements of Cash Flow in Management Reporter (MR). I’d like to provide to you answers to some of the most commonly asked questions about Cash Flows, and show you some tips along the way. Default Cash Flow Report I recommend starting with the Default Report … Read more
There are many instances when you need different calendars for various uses. For example: A calendar assigned to contract templates Work calendars for 3rd party add-ons for JAMS (Manufacturing) & Payroll Here’s how: Go to: Organization > Organization Structure > Configure > Work Calendar Once here, this form has common buttons in the toolbar are … Read more
Some banks require additional information in the header section of your ACH file in Acumatica. Here’s how: Your bank has requested you to add the following to the header of your ACH file: The $$ADD record needs to be added to the Header Record Section of the file. RID: ABCDEFG1 BIN: HIJKLM12345678 Below is an … Read more
States target certain businesses for sales tax audits according to data For most companies, the mere idea of a sales tax audit is a daunting prospect, and “fingers crossed we don’t get picked” is a popular strategy. But for certain types of businesses, just doing what you do can be enough to attract the attention … Read more