Many of our Dynamics SL clients have had an issue when trying to void a check and receive the following error: Check status is not outstanding, please reenter. The Fix: In most cases, we found this problem is caused by a previous attempt to void the check and the batch has been saved and … Read more
Organizations are finding lots of value out of implementing workflows in their Dynamics GP systems. Recently, we helped a business set up one to put controls around their purchasing processes. You could use this for purchasing office supplies, raw materials, or items to support your distribution business. Additionally, it will help you go paperless and … Read more
Problem & Fix I recently encountered an issue with a Microsoft Dynamics GP Purchase Order not being allowed for a specific item. When I looked closer, I found the Inventory Item was missing setup information, which was causing the problem. Here is the Item Maintenance Card: In the Dynamics GP Item Maintenance card, make … Read more
Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process. First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in … Read more
Microsoft Dynamics GP 2016 enhanced the procedure to place prepayments on purchase orders making it easier when requiring an upfront payment from customers. Setup First, you must setup prepayments in the purchase order processing window. Go to: Tools>Setup>Purchasing>Purchase Order Processing. Click to Allow Purchase Order Prepayments and Create manual prepayment from Purchase Order Processing. Choose … Read more
Microsoft has retired the Connect gadget on the Dynamics GP home page. Microsoft used this gadget to communicate Dynamics GP community news and information to users. Now that it has been retired, you might see the following error on your home page if your Connect gadget is still in place. “Navigation to the webpage was … Read more
I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … Read more
We have many Crestwood clients planning to upgrade to Dynamics GP 2018 in the first quarter of 2018. You’ll want to consider upgrading too, especially if you are on Dynamics GP 2013 because mainstream support ends in April of 2018. This means no more updates, including year-end and payroll. Here’s an overview of the new … Read more
We have gotten a couple support calls about an error occurring while running the Dynamics GP utilities after installing the payroll year-end update. Error The following SQL statement produced an error: exec w fDeployClrAssemblies [Microsoft][SQL Server Native Client 10.0][SQL Server]Assembly ‘system.directoryservices, version=2.0.0.0, culture=neutral, publickeytoken=b03f5f7f11d50a3a.’ was not found in the SQL catalog. This error is caused … Read more
It’s here! Released December 1, 2017, Dynamics GP 2018 has finally arrived. There are many great new features available and here are the ones I’m most excited about. First, all the new Document Attach features. We’ve seen customers use this feature for years now, but in the new version, you can now attach to the … Read more
In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly? A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented correctly or vice versa. A way to overcome … Read more
Many times, we get calls from clients where their Microsoft Dynamics SL Cash Manager Cash Account balance is correct but the General Ledger (GL) is off. Here’s the simple way to fix the GL without effecting the Cash Manager cash account balance. Example: In our Dynamics SL example, the cash balance is correct; however, the … Read more
Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear? Don’t worry, here’s the fix. Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon and select companies. In this window, highlight a company and click … Read more
When you upgrade to Microsoft Dynamics SL 2015, you will notice a Comment field in the Employee Maintenance window. Why? This field is used for audit tracking purposes. It turns into a required field whenever the Pay Info and Deductions tabs are updated for an employee. Here’s an example I entered a new employee and … Read more
Many businesses use Excel templates to create their annual budgets. By creating a budget template in Excel, you’ll save yourself time. Just populate the monthly data by the general ledger account, and then after uploading the budget into Dynamics GP, you can include these budget numbers on your Management Reporter (MR) reports. Here’s how to … Read more
The paid transaction removal tool is used to transfer paid sales transactions to history. It is also used to consolidate balance forward accounts. It consolidates the balance forward transaction amounts and adds the total to the noncurrent aging period. Paid transaction removal will speed up receivables processes, inquiries and windows should open more quickly. Also, … Read more
Here’s how to process a credit when using a credit card to pay vendors in Microsoft Dynamics GP. Let’s say you have entered an invoice in a vendor’s account and entered the amount in the credit card field. This will move the document to history in the vendor and create an open invoice in the … Read more
In Microsoft Dynamics SL 2015, there is a great new time saving field in the Payroll Void Check Entry screen. It specifies if the batch should indicate if the earnings are unpaid when it is released. In older versions of Dynamics SL, you had to re-enter time if a check was voided and then re-issued. … Read more
A customer recently had an issue with the number of decimal places for the price of an item on an open Sales Order. The item was incorrectly setup with 2 decimal places when it needed to be four. Note your Item Number and your Order Number. Is there a way to change the Currency Decimals … Read more
Recently, a client of mine had an issue where the Dynamics GP SmartList Window would not open or when it did, it was blank. I found that this is a known issue, as the window settings in the DYNAMICS SY01402 table can become corrupt and cause the window to hide or be blank. Troubleshooting & … Read more
Using Select Checks and Edit Check Batch I recently helped a client print partial checks in Microsoft Dynamics GP. They needed to pay an invoice in multiple payments. I’ve also run into this when someone needs to create a payment for a deposit, but had not yet received the invoice. Here’s how to make a … Read more
Has this ever happened to you? You see all the invoices in an AR Aging report, but when you attempt to apply a payment in the Payment Application screen, the invoice isn’t there. Don’t worry! Most likely it’s because the invoice is already in the process of being applied in an unreleased Payment Application batch … Read more
Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here’s a question I’ve heard a few times lately: “I’m planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it’s going away?” Here’s the low-down: MR is being sunset – meaning no new service packs (or cumulative updates … Read more
There are many instances when you will need to use a Blanket Purchase Order in Microsoft Dynamics GP. For example, you might have subscriptions for support, where a customer is billed $200 per month on an annual basis. Or, you might have a recurring order of widgets, but maybe you get 5,000 every other month. … Read more