Crestwood Blog

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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William Schroeder
William Schroeder

Setting a Datetime Value in Dynamics CRM 2016 Using C#

The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework.  This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines. string sSourceValue = “12/01/2016”; string sDestField = <DateTime_Attribute>; … Read more

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William Schroeder
William Schroeder

Nothing Happens When I Click on the Dynamics GP Menu

Recently, I came across an issue at a long time Microsoft Dynamics GP client.  When they tried to go to the Receivings / Transaction Entry window via Transactions > Purchasing menu, nothing would happen.  It would not open, even though the option was present in the menu.  Additionally, there was no error message and it didn’t … Read more

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Georgia Stewart
Georgia Stewart

Resetting Benefits in Dynamics SL Payroll for the Next Benefit Year

In Microsoft Dynamics SL, employee benefits are defined in the Benefit Maintenance (02.340.00) screen. The field ‘Year Type’ is used to determine when a benefit will be reset or roll over. Here’s an example and explanation of how to reset benefits for the next year. You have two options in the Year Type field: Employee … Read more

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Mike Gordon
Mike Gordon

Account Payable Check Batch Issue

We often run into Micorosft Dynamics GP errors with check batches.  Sometimes, we find someone saved the batch without filling in the distribution, which generates an error message, but you can save through that.  The problem is, when someone comes along to do a check run, the run will not complete.  If you can’t complete … Read more

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Tiffany Bennett
Tiffany Bennett

Date Format Formulas ARM

Some of the most common reporting questions I receive are around formatting dates.  All date formats are controlled by formulas entered in the Column Set.  You just need to enter them as their own line in the Header Section. Here are some tips to get you started. Acumatica Date Formats This formula gives you the Fiscal Period: … Read more

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