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
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