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
When setting up your Acumatica system, you need to make sure you set up a Company Tree. Why? Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the order of groups specified by the tree … Read more
Have you always wondered what the difference is between the AP Payment Selection and the Edit/Select Documents for Payment screens are for in Dynamics SL? They both are used to select documents for payment in the Accounts Payable module, but what’s really the difference? The Payment Selection screen is actually a utility that is used … Read more
Imagine the following scenario in Management Reporter (MR). A report runs fine when running it individually, for separate companies, with no tree. However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data. How can this be? The cause of this is due to different CURYIDs … Read more
Using logos on your Management Reporter (MR) reports can make your reports look more formal and professional. Luckily, it’s super easy to do! Save a copy of your company’s logo anywhere on your local computer or network. It must be in the format of a “jpg,” “bmp,” or “png” file. Then open the report in … Read more
Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here’s a question I’ve heard a few times lately: “I’m planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it’s going away?” Here’s the low-down: MR is being sunset – meaning no new service packs (or cumulative updates … Read more
Microsoft has recently released many updates and hot fixes. If you haven’t been keeping up on these, you might want to take a look. There have been many issues resolved with some of these. You’ll have to log into your Microsoft CustomerSource account. If you need help with that, visit our support page. Here’s the … Read more
Do you ever get tired of typing ‘Select * INTO SourceTable02417 FROM SourceTable’ to make a quick backup of a SQL Sever table? I did, so here’s a quick and dirty little stored procedure to take care of that manual process. Here’s how it works: When you call this Procedure (PROC), simply use the following … Read more
Here’s a HUGE time-saving tip when searching for an email in Microsoft Outlook and Office 365. Who, what, and when are the key. Just follow these simple syntax rules, and you’ll be amazed how easy it is to find those emails. Replace Who with FROM: Replace What with ABOUT: Replace When with RECEIVED: Here’s an example: … Read more
If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them. All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different email addresses – … Read more
To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica. If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more
Recently, we received a call from a client that their Microsoft Dynamics GP web services stopped working. Additionally, they weren’t able to get into the Dynamics Security console either. The Problem: When clicking “Select Applications” the message would appear in the lower left corner “Action: In progress…” and nothing further would appear. Browsing to the … Read more
Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do. Sometimes your Dynamics GP Registration Keys may need updating. For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more
If you already have Acumatica, you need to check these out! If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about. These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more
Which dictionary do I use if I have multiple versions of Microsoft Dynamics GP? If you are a Dexterity developer with many alternate Dynamics GP forms in your development dictionary, e.g., your development dictionary is Dynamics GP2013 RTM and the Dynamics GP client application dictionary is GP2013 SP1, which dictionary do you use? If the … Read more