A customer’s bank may require modifications to the ACH file that you send them from the Payables module during payment processing. Here are some steps to show how to modify or add additional fields and lines in that file. First, get the bank specifications from your customer or bank. In this scenario, Chase Bank required … Read more
Shipping options in Acumatica have been limited in the past, but now with Acumatica 2019 R2 and the integration with ShipEngine, you have your choice of over 20 different carriers. Think of ShipEngine as a carrier aggregator; whereas, in the past, you had your choice of FedEx, UPS (no ground options), and Stamps.com with limited … Read more
How would you answer these 3 questions? What would you do if you lost all your customer data? How would you recover from that? Do you have a plan in case of a disaster? Like it or not, data loss does happen. Systems fail, servers die, and power surges. If you don’t have a disaster … Read more
Entering budgets directly into Dynamics SL can be a tedious task. No one wants to enter budgets one account or subaccount at a time. To save time and reduce mistakes, it is easier to enter the budget information into Microsoft Excel first, in the proper Dynamics SL format, and then import it. Steps to import … Read more
Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL. However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity. What’s going on? Where are … Read more
Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report. Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more
Acumatica offers both Multi-Currency Accounting as well as Financial Statement Translation. Many users confuse the two, but they have completely separate functionality. In general, think of it this way. Multi-Currency Accounting is more “converting” a single transaction to a base currency and Financial Statement Translation is more “translating” an entire ledger to any other currency. … Read more
ARM is a great tool for our customers with typical financial reporting needs. Use FYIsoft when you have the need for more complex financial reporting. FYIsoft is a web-based reporting tool that works easily with Acumatica. Learn how to migrate reports from a legacy ERP system and use FRx or Management Reporter. This saves many … Read more
It’s that time of the year, and we’ve been getting a lot of inquiries on 1099 reporting. Here are a few of the top tips to share with you: If you are getting a blank 1099 MISC report, it’s probably due to the Branch not having the 1099 reporting box checked. Even after documents have … Read more
If you use Management Reporter (MR) with multiple companies, you might get an error while generating reports if your companies have different: Subaccount segment descriptions in Dynamics SL Account Formats Segment Names in Dynamics GP Unlike FRx, MR uses the account segment names in the Row and Tree Definition Financial Dimension mapping fields. Let’s take … Read more
Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports. Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more
Have you ever found when you export a Dynamics SL Quick Query to Excel, you don’t get all the rows of data? Here’s some general information and options to fix that problem. Overview In Dynamics SL, you can turn on paging for your Quick Query screen, as well as limiting the number of records returned. … Read more
Have you ever gotten the “Divide by 0 Error” when you go to run a report in FRx Report Designer? And to top if off, then the report does not print. Other users can print FRx reports just fine, but for you, it happens on all reports. This error appears if you print to the … Read more
Many of our customers have multiple companies in Dynamics SL. Some are in separate application databases, and some are all in one single database. Either way, below are some tips when managing multiple companies. Companies can be color-coded. This allows users to quickly see which company they are logged into for various SL screens: To … Read more
Windows 10 can be tricky when installing Dynamics on workstations. We have run into an annoying issue where the drive won’t stay mapped to a network. Whether you map the drive using the Net Use command or in File Explorer, as soon as you open File Explorer to verify, the drive is no longer showing … Read more
It’s very common for our customers to add new budgets to Microsoft Dynamics GP. With the Legacy Provider in Management Reporter (MR), the new Budget ID would show in the Column Definition “Book Code/Attribute Category” field automatically. With the MR Data Mart, there are a couple of steps below that need to be followed first. … Read more
With Dynamics SL reports, users can save templates of their report options. They can use these templates the next time they run the same report, so they do not need to set the options back up each time. Some examples are: Running an AP Check Register for a range of dates Running an Aged AR … Read more
One of the most common workstation errors we see is the 5003 error, when the user cannot access the SQL server and Dynamics SL databases. Here is a list of common resolutions: Verify the server name field of the Domain table is valid. If using Windows Authentication, verify the user logged into that workstation is … Read more
With the release of Dynamics SL 2011 and greater, Microsoft includes a free tool to change key fields in the SL database. It’s called PSTL (Professional Services Tools Library). You can use this tool to modify or merge Vendor IDs, Customer IDs, Inventory Items, Accounts, Subaccounts, and many more. It changes all tables, including transactions … Read more
Use Credit Memos in the Microsoft Dynamics SL AR module to reduce the amount of a customer’s invoice or to reverse a customer’s invoice. Below are the steps to enter and apply a Credit Memo to a specific invoice. First, enter the Credit Memo in the AR Invoice and Memo Input screen. Enter it exactly … Read more
You are trying to create a new SQL user, and you receive the following message, “the server principal ‘xxxx’ already exists’ as below: Ok, maybe that user already exists. You search SQL Management Studio, but cannot find the user associated with any databases or under the main Security node. You can run the query below … Read more
You may notice that Management Reporter (MR) reports run a bit slower than previous, FRx reports in Microsoft Dynamics SL. If so, we have two great tips for you to try to help improve performance and speed of your reports in Dynamics SL. 2 Tips to increase the speed of MR reports in Dynamics SL: … Read more
You try to run your Microsoft Dynamics SL AP Check Register for a specific date, using the AP03630MC_WRK.DATE field as shown here: When doing so, your report is completely blank, even though there are checks for this date. This is due to Microsoft Dynamics SL 2011 Bug 23391. Here are the steps to correct it: … Read more
The AR Transactions Quick Query that comes out of the box with Microsoft Dynamics SL 2015 has an issue. It will report duplicates or even more, depending on your data. The actual underlying view must be modified to correct this. To do so, log into SQL Management Studio. Then expand the Databases node, and expand … Read more