Showing archived posts for: January 2017


Dynamics SL Tip: How to Resolve Month-end Warnings

Posted by Kami Armes on January 30, 2017

Does this sound familiar?  You are about to close the period or the year in Microsoft Dynamics SL (screen 01.560.00) and you get a warning that there are unreleased batches. This message essentially says caution -- you started a batch in module xxx but never released it and the period…

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Nothing Happens When I Click on the Dynamics GP Menu

Posted by William Schroeder, Director of Development, IT on January 27, 2017

Recently, I came across an issue at a long time Microsoft Dynamics GP client.  When they tried to go to the Receivings / Transaction Entry window via Transactions > Purchasing menu, nothing would happen.  It would not open, even though the option was present in the menu. …

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Setting a Datetime Value in Dynamics CRM 2016 Using C#

Posted by William Schroeder, Director of Development, IT on January 27, 2017

The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework.  This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines.…

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Hiding a Blank Row in a SQL Server Reporting Services (SSRS) Report

Posted by Mike Giuffre on January 27, 2017

Did you know you could hide a row on a SSRS report if all the fields on that row are blank? I found a lot of documentation on how to hide a text box, or even a row based a condition or calculation, such as blank, zero or null values.…

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Using Bookmarks and Workflow Desks in Greentree

Posted by John Gabrys on January 25, 2017

Every day we forget to work on minimizing or eliminating or NVT’s.  What are NVT’s?  Non Value-added Tasks.  Today’s topic is just one more way to recapture YOUR valuable time in Greentree. For those of you, like me, who consume 15 minutes…

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Using the Greentree FREE Excel Add-in

Posted by John Gabrys on January 25, 2017

Every day we forget to work on minimizes or eliminating our NVT’s.  What are NVT’s?  Non Value-added Tasks.  Today’s topic is just one more way to recapture YOUR valuable time. How do I get the correct price for a customer sales…

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Greentree Tip of the Day

Posted by John Gabrys on January 24, 2017

What do you do when drilling around does not help you find what you are looking for? Do you remember in your initial training on Greentree how we covered the Link Objects icon in the toolbar?  Of course you DON’T.  That was so long ago. …

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Customizing Acumatica

Posted by Jen Bieker on January 24, 2017

One of the top complaints we see from ERP solution users is that they can't add fields or make small tweaks to forms and windows, or that it is overly complicated to do so. And we all know how challenging it can be to wait for an overworked IT…

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Resetting Benefits in Dynamics SL Payroll for the Next Benefit Year

Posted by Michael Broadmeadow, Senior Support Analyst on January 23, 2017

In Microsoft Dynamics SL, employee benefits are defined in the Benefit Maintenance (02.340.00) screen. The field ‘Year Type’ is used to determine when a benefit will be reset or roll over. Here’s an example and explanation of how to reset benefits for the next year. You have…

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Using Pivot Tables in Acumatica 6

Posted by Guillermo Pineda on January 20, 2017

Take your reporting capabilities to the next level with the introduction of Excel pivot tables in Acumatica 6. Pivot tables are one of the key business intelligence tools in Excel, and now you can create and share them within Acumatica without the extra steps of exporting or importing your data. 3 Main…

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