Crestwood Blog

Melissa

Closing Financial Periods in Acumatica

To prevent transactions from being posted to the wrong period, it is important to remember to close financial periods during your month-end process in Acumatica.  If transactions gets posted to the wrong period, it can affect your financial reports, and that can be disastrous. We’ve created a step-by-step guide, with screen shots, to walk you through … Read more

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Brandon

Dynamics GP Web Services Not Working

Recently, we received a call from a client that their Microsoft Dynamics GP web services stopped working.  Additionally, they weren’t able to get into the Dynamics Security console either. The Problem: When clicking “Select Applications” the message would appear in the lower left corner “Action: In progress…” and nothing further would appear. Browsing to the … Read more

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Lauren

Entering Microsoft Dynamics GP Registration Keys

Entering your Microsoft Dynamics GP registration keys is an easy task to accomplish, as long as you know where to go and what to do.  Sometimes your Dynamics GP Registration Keys may need updating.  For example, because you have increased your number of licensed users. Here’s how to update your Dynamics GP Registration Keys After … Read more

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Melissa

Acumatica Version 6.0 AR Parent/Child Enhancements

If you already have Acumatica, you need to check these out!  If not, send us an email at Marketing@Crestwood.com and see Acumatica for yourself – it’s an amazing system. In the latest release, Acumatica Version 6.0 there are three enhancements I am excited about.  These all relate to the Parent/Child relationships. Sharing Credit Verification Rules … Read more

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William

Dexterity Developer Tip of the Day

Which dictionary do I use if I have multiple versions of Microsoft Dynamics GP? If you are a Dexterity developer with many alternate Dynamics GP forms in your development dictionary, e.g., your development dictionary is Dynamics GP2013 RTM and the Dynamics GP client application dictionary is GP2013 SP1, which dictionary do you use? If the … Read more

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Georgia

Increasing the Account Number Length

Every year, our support team comes across this question: How do I change the Account Number Length in Microsoft Dynamics GP? It might be that your chart of accounts no longer fits your company’s reporting objectives or suites your needs.  Whatever the reason, here’s a handy step-by-step guide on how to properly increase the account … Read more

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Lauren

Crestwood Associates Wins Acumatica US Partner of the Year

Recognized for Outstanding Leadership, Growth, and Expertise with Acumatica Acumatica announced at their 2017 annual conference, Crestwood Associates has been named Partner of the Year for 2016 in North America.  “This year, we are honored to recognize the expertise and commitment from Crestwood Associates and name them as our top partner in the US,” Jon … Read more

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Lauren

Setting up a Custom Email Signature in Dynamics CRM 2016

We’ve been waiting for this feature.  It’s a customer request.  Microsoft finally added a way to set up your own custom email signature in the newest version of Dynamics CRM.  Yeah! Here’s step-by-step instructions: Navigate to the Options area under settings This will open up your Personal Options.  Once here, navigate to the Email Signatures … Read more

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William

Setting a Datetime Value in Dynamics CRM 2016 Using C#

The below C# pseudocode will set a “Date and Time” attribute to a provided value using the Microsoft Dynamics CRM SDK framework.  This part is very straightforward and can, in fact, be simplified by performing the type casting in one line rather than parsing via multiple lines. string sSourceValue = “12/01/2016”; string sDestField = <DateTime_Attribute>; … Read more

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Guillermo

Using Pivot Tables in Acumatica 6

Take your reporting capabilities to the next level with the introduction of Excel pivot tables in Acumatica 6. Pivot tables are one of the key business intelligence tools in Excel, and now you can create and share them within Acumatica without the extra steps of exporting or importing your data. 3 Main Parts of a … Read more

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Mike

Account Payable Check Batch Issue

We often run into Micorosft Dynamics GP errors with check batches.  Sometimes, we find someone saved the batch without filling in the distribution, which generates an error message, but you can save through that.  The problem is, when someone comes along to do a check run, the run will not complete.  If you can’t complete … Read more

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Tiffany

Date Format Formulas ARM

Some of the most common reporting questions I receive are around formatting dates.  All date formats are controlled by formulas entered in the Column Set.  You just need to enter them as their own line in the Header Section. Here are some tips to get you started. Acumatica Date Formats This formula gives you the Fiscal Period: … Read more

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