I run into a lot of clients that get Journal Entries which do not originate in Microsoft Dynamics GP. Whether it’s an outside payroll vendor, or a Point-of-Sale system, you probably receive Excel or .csv files. These journal entries might be multiple line entries or recurring entries. As long as they are in a readable … Read more
Did you know that Acumatica has a mobile app that you can use on your phone or tablet? It comes with your license at no additional charge! Yes, that means FREE. This tool can be valuable to you and your team and it is easy to access and setup. How to Setup the Acumatica Mobile … Read more
Our clients often ask about the best data integration options with Dynamics GP. While every client’s business requirements are different, there are still several best practices that our team considers when working with our clients. First, we always make sure that we understand the business requirements for the integration. This includes setting short-term and long-term … Read more
Recently, I had a customer who had some recent turnover. During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more
If you are still using Excel Workbooks to defer revenue, you need to take a look at RED, Microsoft Dynamics GP most over-looked module. The Revenue/Expense Deferrals module (RED) simplifies deferring revenues or distributing expenses by allowing you to make entries for future periods within these areas: General Ledger Receivables Management Payables Management Sales Order … Read more
Welcome back to the second part of my Distribution Series blog. If you missed “Part 1: WMS – Which Management System & Where to Begin?” don’t worry, here’s the link. In part 2, I am going to expand into more detail on some of the Warehouse Management Solution features you need to think about specific … Read more
In its soon-to-be-released 2018 R1 version, Acumatica has added features to greatly improve the efficiency of the order processing entry for distributors. Meet the Quick Order Entry. Easy to setup and use Very effective – light Point of Sale tool Process an order from order to invoice with a single click We have seen Quick … Read more
I work with quite a variety of businesses that all use Acumatica Distribution in their own unique way. This is the first in a series of blog posts showcasing numerous technology needs of companies I’ve worked with that are manufacturing, assembling, or distributing products. Part 1: WMS – Which Management System & Where to Begin? … Read more
Don’t miss out on a great tool, start using Microsoft Dynamics SL Web Apps today! Microsoft has put a great deal of resources into updating and releasing new web apps every month. Here are some of my favorites. What are Dynamics SL Web Apps? At a very high level, Dynamics SL Web Apps allow you … Read more
Dynamics SL Upgrade Methodology Is it time for an upgrade to the latest version of Dynamics SL? If so, Crestwood Associates is poised to help you through this complex process. We bring resources to the table with years of expertise to make the experience as stress free as possible for our customers. Here’s what we … Read more
Many customers are planning to upgrade their Microsoft Dynamics SL this year. Are you thinking about an upgrade too? Here’s the top reasons: Refreshable Excel files with Quick Query In Dynamics SL 2015 the “Grid to Excel” feature in Quick Query now supports the creation of refreshable Excel table documents as well as pivot tables, … Read more
Are you trying to increase your sales cycle and win more deals? Maybe you are trying to improve processes and efficiencies within your organization. Studies show that by using eSignature technology you can make this happen. What is eSignature? It’s basically an electronic signature. The person signs electronically and it provides the same legal standing … Read more
Do you receive checks from one customer to pay for multiple customers in Microsoft Dynamics SL? Maybe you simply wish the Payment Application Screen in Dynamics SL was more user friendly? Then consider Crestwood’s National Accounts Module for Dynamics SL. We make payment application easy by adding in multiple sort options and an Auto-Apply feature. … Read more
Do you have Crestwood’s add-on module, AR Collections Manager for Dynamics SL? If not, you should see what you’re missing! Stop searching for information and start using it with our automation collections tool. AR Collections Manager module for Dynamics SL tip: Use the Dunning Letter Generation screen for a list of daily collections activities – keyword … Read more
Check out all the new, time-saving features in Acumatica 6.x. No matter what industry you’re in, there’s something new in Acumatica for everyone. Finance Distribution CRM And in the platform Here’s a highlight of Acumatica new features we know you’ll want to have: Finance: Approval of Accounts Payable Documents – Set single or multiple approvals … Read more
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 to post is the current … Read more