We get a lot of questions in regards to check printing. Here are four helpful tips: The AP Payment Selection screen is a utility to populate the values in the AP Edit/Select Documents for Payment screen. Use the “Payment Selection” screen when you are trying to select documents by Pay Date, Batch Nbr, or other … Read more
There’s a lot of change happening with Dynamics 365 for Sales (CRM). Make sure you’re kept up to date with what’s leaving and what’s coming. Here are the highlights of what’s important to our clients. Deprecated features concerning end-users: Contracts, Contract Line Items, and Contract Templates Standard SLAs Mail Merge Deprecated features concerning system administrators: … Read more
One of the new features embedded into the social pane throughout Dynamics 365 for Sales (CRM) v9.0 is a tab called, Assistant. The Assistant makes your life easier. How? It tracks daily actions and communications for the contact or record you are on, and the system will generate an, “action card” which is designed to … Read more
Here’s a handy tip when processing 1099s for a company set up with multi-branches. By configuring a reporting only branch, you can prepare consolidated 1099 data for each vendor for a company with multiple branches in Acumatica. No transactions are posted to this consolidated branch. Its sole purpose is restricted to reporting data. In this … 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
We recently had a client contact our support team with a great question on depreciation of fixed assets in Microsoft Dynamics GP. Customer Scenario & Question on Depreciation Our Company has been acquired by an equity firm and they have revalued all our fixed assets as of December 2017. I need to adjust the … Read more
Have you taken a look at the newest version of Acumatica – 2017 R2? Here are some things I overheard from my team when they first got it. Where did that go? It used to be here. Wow, I didn’t know that existed! Sometimes, when a new version is released and the user interface gets … Read more
Quite often we have clients ask us to create a new company in Dynamics GP that has the same master data as an existing company. Many businesses will do this because: The company was purchased and the new owners will start a new company with the same master data but no transactions as of the … Read more
Are you using CustomerSource, GPUG Dynamics GP User Group, or our Crestwood Resources to enhance your Dynamics GP experience? If you use Microsoft Dynamics GP, these are places you’ll want to bookmark! Microsoft CustomerSource provides access to documentation, the Dynamics GP support community, software downloads, and up to date information about your system. Access to … Read more
Do you dread year-end in Dynamics GP? If so, do these tasks monthly and you can make year-end a breeze. By following these guidelines, you will keep things in Dynamics GP clean and ready, so when you get to year-end, the process will be much easier. Follow the checklists in Dynamics GP or print out … Read more
We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data … Read more
Manufacturing and distribution businesses drive most of their profits from their inventory. That means inventory management and replenishment should be key areas of concern to maintain a healthy, thriving business. Using inadequate tools like spreadsheets, don’t give you the ability to control your inventory correctly. Here are the three key issues that businesses like yours … Read more
One of the concerns we hear from clients when moving to the cloud is they don’t want to make things different or harder on their users. The cloud tool that we recommend is RemoteApp. You might be used to Remote Desktop, which basically virtualized the desktop that you were accessing. RemoteApp uses the same protocol, … Read more
When’s the last time you thought about security for your business? Or asked your IT team or partner security related questions? Are you sure you’re covered in the event something happens? How much data are you willing to lose? Maybe you are like me, not an expert in security, and not sure about what to … Read more
Almost all businesses face this one critical problem: lagging productivity. We live in an increasingly automated world, and yet gains in productivity have slowed significantly. Given this environment, any company that can evaluate old, clunky processes and replace them with smarter tools that enable optimization is going to gain traction in their market. When it … 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
This morning a client got this message on all their Dynamics GP 2018 clients. This is a new one to us, we haven’t seen this error in the past. (Note – this error could apply to almost any version of GP that supports Automatic Updates). “An available update may be required for your computer, but … Read more
March was a big month of updates for Power BI. I am really excited about some of the new additions they released. Here are my highlights from this recent round of updates to Microsoft Power BI. Custom Report Page Tooltips (Preview Mode) What are tooltips? It’s a message that appears when a cursor is positioned … 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
The Error: While trying to access Dynamics GP2016 modified forms in the FORMS.DIC file, we were repeatedly denied access to the forms dictionary with the error message, “The modifier is currently unavailable because another user is editing resources in the forms dictionary.” We knew for a fact that no one else was editing the dictionary … 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
Cases in Dynamics 365 / CRM are commonly referred to as tickets or incidents. These cases provide a way to track incidents or issues that may arise from your customers, whether they are external or internal. Cases are a full cycle entity, meaning they are used to track the process from the initial intake of … Read more