Sometimes, it’s the little things we get excited about. This is definitely one of them. Acumatica now has a new feature so that you can have two different logos: One for your Acumatica interface The other for your Acumatica reports It might not sound like a big deal, but I’ve had issues with sizing report … Read more
In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly? A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented correctly or vice versa. A way to overcome … Read more
Microsoft is starting to release some details about what’s new in Dynamics GP 2018, targeted to be available around the first of December, 2017. I’m getting excited for some of these features! There are five key areas of updated functionality in the new version: Doc Attach – Microsoft is calling this the “next evolution of … Read more
Here’s one of our favorite new time-saving features in Acumatica 2017 R2 – print and send out statements on demand. This ability to send current statements translates into faster payments on current invoices. For example, many businesses send statements to customers with their orders; however, customers also call in and want a copy of their … Read more
There’s a little secret you need to know if you use Acumatica for your ERP system. It is the most comprehensive reference area I have ever seen! Here’s the link: HELP.ACUMATICA.COM It’s almost overwhelming. First off, there are multiple items in the top menu: User Guides Quick Guides Installation Implementation Report Designer Customization Acumatica Framework … Read more
It’s a good practice to regularly change your password to Microsoft Dynamics GP. However, if you’re like me, you probably forget, or say, “l’ll do that tomorrow”. Here’s a tip – set up a reminder to pop up every month in Dynamics GP. Here’s How: Go to the Dynamics GP Home Page. Here, you should … Read more
If you are frequently ordering the same item from a vendor and drop shipping the order to the same customer, you need to read this! Learn how you can save time streamlining drop-ship purchases in Microsoft Dynamics GP. Scenario: One of our clients has customers who frequently purchase the same item number. They order the … Read more
Recently, a client contacted me because her home page features in Dynamics GP 2013 R2 had disappeared. This had happened once before, and she was able to re-add the features in the “Customize this page” window – but this time, that didn’t work. In spite of every attempt to re-activate the Quick Link (and other … Read more
Recently, some of our clients using Microsoft Dynamics GP have indicated they are receiving errors in the Connect section on the Dynamics GP Home Page. The Connect section of the Dynamics GP home page is a live connection to a Microsoft website to provide information about upcoming releases and blogs about Dynamics GP. Each version … Read more
Do you use one of the more recent Acumatica 6.x versions? Do you export your Acumatica data into Excel so that you can use pivot tables? Have you found you can’t drill into the underlying transactions? If so, you need to try out pivot tables inside Acumatica! They’re great, easy to use, and the best … Read more
Recently, we experienced this issue internally at Crestwood. When employees installed the recent, October 2017 Microsoft Outlook Security Update, it broke the Microsoft Dynamics 365 or CRM Outlook Client. Problem: After installing the recent Outlook Security Update, when you attempt to get to your CRM information via Outlook it remains blank and then you get … Read more
The Crestwood Development staff had a recent team sharing session. One of the things they went over were some great tips and tricks for SQL that we thought you might enjoy too. Index-Friendly Operators If you have indexes in your databases, using index-friendly operators can speed up searching. Indexes identify what data we really care … Read more
Acumatica recently release some changes when it comes to taking snapshots of your system. At a quick glance, you now need to have everyone out of the system prior to taking a snapshot. Here are the details: If you have questions or need some assistance, visit our support page for more help.
Do you have Crestwood’s add-on module, AR Collections Manager for Dynamics SL? If not, you should see what you’re missing! Stop searching for information and start using it with our automation collections tool. AR Collections Manager module for Dynamics SL tip: Use the Dunning Letter Generation screen for a list of daily collections activities – keyword … Read more
Problem: I ran into a unique issue today. A client had reset their SA password, and after doing so, they could no longer login to Dynamics GP or SQL with the SA password. The SQL SA account kept getting locked out. We determined this was being caused by the Management Reporter (MR) services. When trying to … Read more
Many times, we get calls from clients where their Microsoft Dynamics SL Cash Manager Cash Account balance is correct but the General Ledger (GL) is off. Here’s the simple way to fix the GL without effecting the Cash Manager cash account balance. Example: In our Dynamics SL example, the cash balance is correct; however, the … Read more
Email. We live in it, well at least I do. Being able to do more work within my email system is a good thing. Acumatica now lets you do just that. With the new Outlook Plug-In, you can: Look up a sender See history with a sender Create new contacts Mark leads & opportunities All … Read more
Have you recently performed a company import in your Dynamics system? Did your MR report definitions disappear? Don’t worry, here’s the fix. Follow these steps to bring back your report definitions. Log in to Report Designer and click on Company in the menu ribbon and select companies. In this window, highlight a company and click … Read more
You may be wondering how Crestwood takes an on-premise application like the Microsoft Dynamics ERP software suite and migrates it to the cloud, maintaining business continuity during the transition, and how the move benefits your organization. Let’s take a look at the process. First Things First Crestwood will start by analyzing your existing system, taking … Read more
A customer recently asked me to remove the Microsoft Customer Experience Improvement Program (CEIP) Reminder Task from Dynamics GP 2016 R2. Every time she logged in, the reminder popped up on her task list. She attempted to complete and remove the reminder with no avail. What is this task? When you install Microsoft Dynamics GP, … 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
We are excited about the fall release of Acumatica, available the week of October 9th, 2017. There is a ton of increased functionality and productivity. Here’s my shortlist of favorite items: New User Interface – you have to see it! It’s more flexible, configurable, and personalized for the end user. For example, in the left-side navigation … 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
Dynamics 365 has some great tools to allow organizations to own and define their security levels. It all starts with business units – business units are the foundation of D365’s security structure. Out of the box, your organization has a root business unit and from here, you can add more business units if you want. Why … Read more