Showing archived posts for: January 2017

Microsoft Dynamics SL: AR or Inventory (IN) Issues Batch Created in Order Management Show as Void

Posted by Michael Broadmeadow, Senior Support Analyst on January 18, 2017

Have you ever encountered the following in Microsoft Dynamics SL? You are running Order Management in Dynamics SL You have AR or Inventory batches that are voided but appear to have data in them. You are missing AR invoices or Inventory transactions. The most common cause for this issue is…

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Account Payable (AP) Check Batch Issue

Posted by Mike Gordon, CPA, MCP on January 18, 2017

We often run into Micorosft Dynamics GP errors with check batches.  Sometimes, we find someone saved the batch without filling in the distribution, which generates an error message, but you can save through that.  The problem is, when someone comes along to do a check run, the run…

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Skype for Business - AutoDial from Microsoft Office

Posted by Joe Jacob, Senior Developer on January 16, 2017

If you are using Microsoft's Skype for Business and Microsoft CRM, have you noticed that the phone numbers in CRM are hyperlinks?  You can click on the links and the system will automatically launch Skype with the phone number all ready queued up to dial. However, did you…

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How to Create a New SmartList Using SmartList Designer

Posted by Georgia Stewart on January 16, 2017

Recently, our support team helped a Crestwood customer set up some new SmartLists using SmartList Designer in Microsoft Dynamics GP.  We created this handy, how-to and wanted to share. Here’s how: Open SmartList (click the Dynamics GP button and then click SmartList) Click the New button at…

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Managing Your Favorites Menu in Acumatica

Posted by Guillermo Pineda on January 16, 2017

Do you use Favorites in Acumatica?  If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites.  That way you have quick access to them every day.   Here’s some tips on how to manage…

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Cash Management in Acumatica - Part 2

Posted by Melissa Blassingame on January 16, 2017

Creating and Making a New Payment Method Available on a Cash Account In Acumatica, there may be times when you need to create a new Payment Method to be used with your Cash Accounts. For example, you may have a new payment method if you started using credit cards or…

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Get ready for new changes to sales and use tax in 2017

Posted by Jen Bieker on January 16, 2017

In 2017, when it comes to sales tax, states are taking stances on everything from soda to streaming content, tobacco to tampons. The New Year will also bring renewed efforts by states to implement internet sales taxes and continue the legal battle to overturn existing legislation. Here is a summary of 2017…

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PSTL Company Copy vs. Dynamics GP Utility Create a Company

Posted by Jen Bieker on January 6, 2017

I’m going to admit, I’ve been a bit confused as to why and when I would want to use these two tools.  So, I’ve been asking around and I think I’ve finally got it. What’s the difference?  …

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Creating a Security Role in Acumatica with Limited Access to Forms

Posted by Guillermo Pineda on January 6, 2017

In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account. A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field. Example: We have an Accounting…

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Why Should I Upgrade My ERP System?

Posted by Samantha Miller, Senior Consultant on January 6, 2017

Technology is constantly evolving.  With each new version of Dynamics there are improvements, more efficiencies, and new features. Sometimes, there are additional new modules available. But in order to justify the time and effort and expense of an upgrade, you need to make sure the benefits of the latest…

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