Sometimes you need to add an additional table to a simple Generic Inquiry in Acumatica in order to get data that is not in the original table. If the new table has a many-to-one relationship with the original table, you can see duplicates, (or worse: entries as many times as there are records in the … Read more
Acumatica ERP Business Events provide a powerful platform to monitor data and events and to create actions such as an email notification or an import scenario. This post will demonstrate the flexibility of Business Events and how they can be used to update business data. Our demonstration company has a practice of sending employees a … Read more
I was on a certification training webinar with Acumatica recently, and during the meeting, the Acumatica team showed a shortcut trick that I think everyone in our community needs to know about. It’s possible that you already do, but if not, it is worth the few minutes to read. Acumatica has built many amazing inquiry … Read more
If you require your customers to submit payment or if a vendor requires you to submit payment before shipment, you can use a prepayment. Microsoft Dynamics 365 Business Central makes it easy to invoice with prepayment percentages. We learned that with just a bit of initial setup, you can design a very smooth processing experience. … Read more
Business Events are a great way to send notifications to users in Acumatica, when data changes, or events occur. You can now also attach a report to the email notification. The example below is to notify the purchasing manager when a PO is received. It sends an email to this user, and it also attaches … Read more
Crestwood Associates has been using Microsoft Teams for a while now, but I still get calls and questions every day about where something is located. Teams is great for collaborating, meetings, etc., but even I forget where something is at times. This article is going to show you tips and tricks for searching in Teams. … Read more
There’s no doubt that working from home can be challenging, especially if you don’t have an office full of equipment. If you don’t possess a printer, how do you execute documents that need a signature? If you are running Acumatica, you can integrate the signed documents directly into your system where they belong. There are … Read more
When your business relies on technology, it is good to know what you’re doing or at least have someone handy in IT that can help. I recently conducted an online Teams training, to which the client requested that the meeting be recorded so that it can be shared with other team members who were unable … Read more
Acumatica 2019 R2 was released in September, 2019 and included more than 100 improvements, enhancements, and new features. The release notes are extensive covering additions in the platform, usability, financial management, project accounting, inventory and order management, construction, field service, and manufacturing. Many of these new features were developed by user requests, to make Acumatica … Read more
Did you know that every time you add an image to your Word document, it automatically generates “Alt Text?” Do you know what Alt Text refers to? Alternative Text or Alternative Descriptions are written copy that describes the image. This text also helps screen-reading tools describe images to visually impaired readers. It will appear in … Read more
With so many of us working from home, what would have been a conversation over a cubicle, now requires a scheduled meeting. Here are some tips for getting more out of your Microsoft Outlook Calendar and how to get a meeting on the right calendars, fast! 1. Quickly View Calendar without Switching Screens Tired of … Read more
With a recent Dynamics GP upgrade, we ran into a unique error message that we had not seen before: This error was appearing in various Navigation Lists in GP 2018 R2 on the latest version. Examples of Navigation Lists impacted included the following: All Purchasing Transactions Purchase Orders Not Submitted Purchase Requisitions Pending Approval Other … Read more
Quite often, we find clients that want to export or share dashboard information from Microsoft Dynamics 365 for meetings and updates. Maybe you want to export a dashboard view into a PowerPoint slide or create a PDF to share. One way to do this is to take a screen shot, but often the quality is … Read more
I know you probably love reading all the release notes for the new versions of Acumatica, but I’ll save you some time and give you the cliff notes. Here is a list and screen shot of the new financial features in Acumatica 2020 R1. Banking Payables Receivables Fixed Assets Taxes Banking Validate External Transactions Form … Read more
Microsoft Dynamics 365 Business Central allows users to add a field to any document called “Item Extended Text.” Item Extended Text is a great way to display any additional information about an item on various document forms. The user can choose which documents to display the additional text on along with a date range if … Read more
Now that we are all working remotely, we need new ways to get our job done and collaborate with our teams. This often means using our ERP solution more effectively. Today we will review the Pre-Release functionality in Acumatica Accounts Payable and how it’s used for quick AP Bill Payment. The Acumatica Accounts Payables module … Read more
Here’s a time saving way to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Template. Once you have modified the SOP invoice form that is in … Read more
During these unique and challenging times, I’ve been talking with clients on how planning is more important today than ever before, so you can be prepared. One of the topics of questions is upgrading. I had a client ask me “Why is it important to upgrade?” My first response was, “Don’t you want to protect … Read more
While all companies have their own internal accounting month-end procedures to follow (and still should), here are some month-end processes that are important to complete each month in Acumatica. Batches from all modules should be reviewed and released/posted that are still unreleased. Recurring entries for that period should be generated and released/posted. All journal entries … Read more
If your business works with foreign vendors or customers, you might want to set up foreign currencies in Microsoft Dynamics GP. To use more than one currency, one must set up Multi-currency Management. I have had many clients ask me about copying and pasting in data from Excel, but unfortunately, you cannot use the ‘Paste … Read more
Avalara AvaTax connects easily with Microsoft Dynamics GP to deliver a robust sales tax automation tool. If you are a business running Microsoft Dynamics GP, it’s easy to automate your sales tax compliance process using AvaTax. Here’s a quick demo from Avalara if you want to see AvaTax in action. It’s fast and easy it … Read more
Just when I started to get along with my Outlook search, Microsoft went and changed it. “Top Results” arrived in my searches and didn’t work well for me. The messages at the top were NOT the most recent, even though I had my inbox sorted by date range. The most recent email in a thread … Read more
A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices. Sometimes we need to reverse a received and invoiced Drop Ship Purchase Order for Stock Items. Here is … Read more
There is a feature in other accounting systems such as Microsoft Dynamics GP to assign a default expense/purchasing account to a vendor. This account then defaults as the debit when invoices are entered for that vendor. Good news! The same solution exists in Business Central using Recurring Purchase Lines to speed up data entry. The … Read more