Showing archived posts for: September 2016

Quick & Easy Drill Down in Dynamics CRM Data

Posted by Brenda Senger on September 28, 2016

Charts and views are extremely helpful within Microsoft Dynamics CRM, they can help analyze key trends and progress at both the user level and companywide. One great feature that is not completely obvious, is the ability to drill down and manipulate your data by selecting areas of your chart. For…

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Dynamics GP & SmartList Builder: Show Invoices within Aging Periods

Posted by Georgia Stewart on September 28, 2016

Have you ever wanted to get a quick look at Microsoft Dynamics GP customer documents ages based on due dates?  Wouldn’t it be great if you could then export that list to Excel?  You can, by using calculated columns in SmartList Builder, which is an add-on…

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Missing Document Attach Paper Clip in Dynamics GP

Posted by Brandon Richards, Implementation Manager on September 26, 2016

We recently assisted a client with an upgrade to Microsoft Dynamics GP 2016.  One of the new features they were excited to use was the Document Attach functionality within various areas of Dynamics GP.  However, during testing, we discovered that the Doc Attach paper clip icon was not…

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Reconcile a Sub-ledger to the General Ledger (GL) in Dynamics GP

Posted by Georgia Stewart on September 21, 2016

Each month our support team receives calls for assisting customers with reconciling a sub-ledger to the General Ledger in Microsoft Dynamics GP. Here are some tips to help you with the reconcile process: Run the Historical Aged Trial Balance for Payables or Receivables (Reports > Purchasing (or Sales) > Trial…

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SmartList Builder Error When Upgrading Dynamics GP

Posted by David Gigear, Senior Consultant on September 21, 2016

Recently, we were upgrading a client from Dynamics GP 2010 to Dynamics GP 2016.  When we added in SmartList Builder to Dynamics GP 2016, we encountered an error.  Every time users started Dynamics GP and tried to use SmartList Builder, they received the following pop-up message and could not use it. …

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Next Check Number Field in Microsoft Dynamics GP

Posted by Misty Galbreth, Support Analyst on September 21, 2016

The Next Check Number field can be a misunderstood part of Microsoft Dynamics GP.  If not set up properly, you may eventually get check number results that do not make sense, or it may appear as though Dynamics GP is not functioning properly.  Let me explain. The path…

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Dynamics SL Shipper Doesn’t Close – It’s Stuck

Posted by Gary Korby on September 20, 2016

Occasionally, our Crestwood Support Team receives a call that the Microsoft Dynamics SL Order Management shipper is “stuck” in the Update Shipper step of the process.  In other words, it is stuck open and won’t move to a closed status on the Other Information tab…

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Integrations Using Scribe Insight vs Scribe Online

Posted by Mike Giuffre on September 15, 2016

Nobody wants to do more work than they have to.  Keying data from one system into another certainly would top anybody’s list in that respect.  And when it comes to Microsoft Dynamics ERP systems, one company stands out above the others in helping to avoid that…

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Quick Print Error in Microsoft Dynamics GP

Posted by Georgia Stewart on September 14, 2016

The other day our support team was asked to assist a client with a problem related to Quick Print in the Sales Order Processing (SOP) module of Microsoft Dynamics GP.  Users were receiving the error, “Cannot Open Macro File” when they tried to use Quick Print in…

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The Dish on Taxing Deliveries

Posted by Jen Bieker on September 13, 2016

Repost from Avalara What can’t be delivered today? For the right price, consumers can have a car delivered across the country, a sofa delivered from granny’s attic, and a gourmet meal delivered from a starred restaurant. Some businesses provide their own delivery services, some deliver via…

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