Crestwood Blog

Mike Aichinger
Mike Aichinger

Creating a Company Tree

When setting up your Acumatica system, you need to make sure you set up a Company Tree.  Why?  Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the order of groups specified by the tree … Read more

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Tiffany Bennett
Tiffany Bennett

AP Payment Selection vs. Edit/Select Documents for Payment in Dynamics SL

Have you always wondered what the difference is between the AP Payment Selection and the Edit/Select Documents for Payment screens are for in Dynamics SL?  They both are used to select documents for payment in the Accounts Payable module, but what’s really the difference? The Payment Selection screen is actually a utility that is used … Read more

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Tiffany Bennett
Tiffany Bennett

Multiple Companies Report Not Pulling Data in MR

Imagine the following scenario in Management Reporter (MR).  A report runs fine when running it individually, for separate companies, with no tree.  However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data.  How can this be? The cause of this is due to different CURYIDs … Read more

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Mary Lenehan
Mary Lenehan

MR CU16 & 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

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Jen
Jen

Dynamics SL 2017 Updates and Hotfixes

Microsoft has recently released many updates and hot fixes.  If you haven’t been keeping up on these, you might want to take a look.  There have been many issues resolved with some of these.  You’ll have to log into your Microsoft CustomerSource account.  If you need help with that, just email us at Support@Crestwood.com. Here’s … Read more

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Joe Jacob
Joe Jacob

SQL Table Copy SP

Do you ever get tired of typing ‘Select * INTO SourceTable02417 FROM SourceTable’ to make a quick backup of a SQL Sever table? I did, so here’s a quick and dirty little stored procedure to take care of that manual process. Here’s how it works: When you call this Procedure (PROC), simply use the following … Read more

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Joe Jacob
Joe Jacob

Quick Email Searching Tip

Here’s a HUGE time-saving tip when searching for an email in Microsoft Outlook and Office 365. Who, what, and when are the key.  Just follow these simple syntax rules, and you’ll be amazed how easy it is to find those emails. Replace Who with FROM: ​Replace What with ABOUT: Replace When with RECEIVED: ​Here’s an example: … Read more

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Melissa Blassingame
Melissa Blassingame

Closing Financial Periods in Acumatica

To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica.  If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more

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Brandon Richards
Brandon Richards

Dynamics GP Web Services Not Working

Recently, we received a call from a client that their Microsoft Dynamics GP web services stopped working.  Additionally, they weren’t able to get into the Dynamics Security console either. The Problem: When clicking “Select Applications” the message would appear in the lower left corner “Action: In progress…” and nothing further would appear. Browsing to the … Read more

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Melissa Blassingame
Melissa Blassingame

Acumatica Version 6.0 AR Parent/Child Enhancements

If you already have Acumatica, you need to check these out!  If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about.  These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more

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Jen
Jen

Crestwood Associates Wins Acumatica US Partner of the Year

Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America.  “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more

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Brenda Senger
Brenda Senger

Setting up a Custom Email Signature in Dynamics CRM 2016

We’ve been waiting for this feature.  It’s a customer request.  Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM.  Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options.  Once here, navigate to the Email Signatures … Read more

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