Crestwood Blog

Business Events in Acumatica
Joel McDonnell
Joel McDonnell

Using Business Events to Create Transactions – Employee Birthday Checks

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

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Prepayments in Dynamics 365
Melissa Chang
Melissa Chang

Initial Setup for Prepayment Percentage – Sales Orders in Dynamics 365 Business Central

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

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Acumatica 2019 R2 - Financial Features
Melissa Blassingame
Melissa Blassingame

New Financial Features in Acumatica 2019 R2

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

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Dynamics GP Error
Brandon Richards
Brandon Richards

Dynamics GP and SQL 2019 – Internal error: “An expression services limit has been reached”

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

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AP Bills and Adjustments in Acumatica
Christine Jacob
Christine Jacob

AP Bills and Adjustments: Using Pre-Release vs. Release in Acumatica

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

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Acumatica Upgrade
Colleen Schils
Colleen Schils

Upgrading Protects Your Business

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

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Month End for Acumatica
Tiffany Bennett
Tiffany Bennett

Month-End Procedures for Acumatica

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

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Cancel Drop Ship order in Acumatica
Tiffany Bennett
Tiffany Bennett

How to Cancel a Drop-Ship PO for Stock Items in Acumatica

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

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Default Vendor Expense
Juliet Constantino
Juliet Constantino

Assign Default Expense Accounts for Vendors Using Purchasing Codes in Dynamics 365 Business Central

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

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