Crestwood Blog

Georgia

Save Time Exporting Dynamics GP SmartLists to Excel: How-to Create an Export Solution

Many of our clients like to export their Microsoft Dynamics GP SmartLists to Excel.  Why?  In Excel, you can easily add things like: Summary Totals Pivot Tables Charts And more However, it can become a tedious and time-consuming process if you export many SmartLists. How to Automate your exports Wouldn’t it be nice if you … Read more

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Tiffany

How to Get a New Dynamics GP Budget ID to Show Up in Management Reporter MR

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

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Georgia

eConnect & Dynamics GP Error

There is no MTS object context (Exception from HRESULT: XXXXXXX) We have a client using eConnect to integrate truck and transportation related billing data into Dynamics GP 2013. When they added a version of eConnect to a second machine to run the integrations, they ran into some issues. After setting up the service and checking … Read more

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Georgia

Oh My, How You Have Grown! Excessive File Size Growth in Management Reporter (MR) Database

Has your MR database gotten so big it’s out of hand? I recently encountered issues relating to the excessively large size of Management Reporter (MR). So, I wanted to remind everyone of the importance of maintenance of your MR system, and associated data sets. Here are my recommendations for MR maintenance: Have a current backup … Read more

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Sean

Creating a Dynamics GP Budget Excel Template

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

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Tiffany

Using Professional Services Tools Library (PSTL) To Change Key Fields in Dynamics SL

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

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Lauren

How to Fix a Closed Year with an Incorrect Posting Type in Microsoft Dynamics GP

It happens to everyone.  You close your fiscal year in Microsoft Dynamics GP and then, when going through your year-end reporting, you discover that one or more General Ledger accounts were closed with an incorrect Posting Type*.  That means your Retained Earnings either are over or under stated. Fortunately, beginning with Microsoft Dynamics GP 2013 … Read more

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Sean

Paid Transaction Removal for Dynamics GP Receivables

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

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Georgia

Dynamics SL: Adding a Currency Symbol

I recently got a call from a client asking how to associate the Euro currency symbol € in their Dynamics SL system.  When using the Dynamics SL currency manager module, you can add additional currency symbols in the Currency Maintenance window. Here’s how: First, you need to start by copying the Euro symbol from the … Read more

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Lauren

Growth activities that can be life (and tax) changing

Growth isn’t a one-size-fits-all approach. In fact, companies expend a great deal of energy and resources deciding which pursuits will move the needle the furthest toward achieving specific goals, and where to prioritize their time and investment. Oftentimes sales and use tax gets left out of this equation, especially when it doesn’t appear to directly … Read more

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