Training


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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Handling Vendor Payments Made by Corporate Credit Cards in Acumatica

Posted by Mike Aichinger on January 4, 2017

Did you know Acumatica has built-in functionality to handle vendor payments made by credit cards? In many other ERP systems, add-on software is required to keep track of vendor payments that are paid by credit cards. Reconciling credit card statement can become a time consuming task if the transaction volume…

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Where's That in Dynamics GP?

Posted by Jen Bieker on January 4, 2017

Do you ever feel like you're wasting time looking for the right place to go in Dynamics GP? Or you don't remember where something is? Well, I recently stumbled upon this cool little tool.  It allows you to enter in the name of a Dynamics GP…

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Configuring Acumatica to Handle Incoming Credit Card Payments

Posted by Mike Aichinger on January 3, 2017

Most people, now days use credit cards for purchases.  One of the things Acumatica handles smoothly is the ability to process credit cards.   I'm going to show you how to set up the processing and payment methods for processing credit cards in Acumatica. If…

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How to Move an Email Activity in Dynamics CRM

Posted by Brenda Senger on December 29, 2016

We've all done it - attached an email to the wrong thing in Microsoft Dynamics CRM.  This quick guide shows you how to undo those accidents from Outlook or from within an area in Dynamics CRM. In Outlook Open the email that you accidentally attached to the…

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2017 Sales Tax Changes Take Effect Jan. 1

Posted by Jen Bieker on December 20, 2016

Repost from Avalara Sales tax doesn’t often make headlines, but soda taxes, marijuana sales, tampon exemptions, and online sales tax did in 2016. That trend is likely to continue in 2017. The New Year will bring new taxes, new exemptions, and renewed efforts by states to implement internet sales taxes.…

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

Posted by Michael Broadmeadow, Senior Support Analyst on November 22, 2016

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

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Dynamics SL VBA Debugging in Production

Posted by Joe Jacob, Senior Developer on November 21, 2016

Have you ever tested Microsoft Dynamics SL VBA code in a production environment?   Users don’t always like developers “messing” with their systems, but sometimes it’s necessary. It’s best practice to debug on a test environment, limiting any unwanted contamination of…

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Reporting from Dynamics CRM Online: An Introduction to FetchXML Part 2

Posted by Mike Giuffre on November 14, 2016

In Part 1 of Reporting from Dynamics CRM Online: An Introduction to FetchXML, I explained how important your Advanced Find is for creating your FetchXML SQL Report.  To quickly recap, FetchXML is a way to bring data from Dynamics CRM Online into a SQL Report.  Hopefully you’re…

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Customizing Your Email Messages in Acumatica:

Posted by Mike Aichinger on November 10, 2016

2 Options to Modify Report Notification Messages One of the great features of Acumatica is the ability to email reports to your customers.  For example: Customer Invoices Sales Orders Shipment Confirmations Purchase Orders Great!  However, the tricky part is modifying the verbiage in the emails.  In Acumatica, there…

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