We get a lot of questions from Microsoft Dynamics GP Administrators on the User Type field when creating new users. The most common question is, “What’s a Limited type user”? What is a Limited User? Limited user licenses are 80% less expensive than Full users, but these users can only read information within Dynamics GP. … Read more
There is a very powerful tool in Microsoft Dynamics GP that can greatly reduce the time it takes you to find errors between your Trial Balances in your subledgers (Purchasing, Receivables, Inventory, Bank Reconciliation) and your General Ledger (GL). This tool is called the Reconcile to GL routine and can be found by going to … Read more
A client recently encountered an issue where the eConnect integration he was using out of SQL stopped working. He received the following error despite of several attempts to repair: “There was no endpoint listening at net.pipe://localhost/Microsoft/Dynamics/GP/eConnect/EntityOperations that could accept the message. This is often caused by an incorrect address or SOAP action. See InnerException, if … Read more
Frequently, our Support Team at Crestwood gets calls where a new Integration Manager (IM) user can only see a “sample” of the integrations they are expecting to see. They don’t see all or the correct integrations that have been created and are used in production. Why? This happens because the IM system default install points … Read more
When you upgrade to Microsoft Dynamics SL 2015, you will notice a Comment field in the Employee Maintenance window. Why? This field is used for audit tracking purposes. It turns into a required field whenever the Pay Info and Deductions tabs are updated for an employee. Here’s an example I entered a new employee and … Read more
One of my personal frustrations when I started working with SmartLists in Microsoft Dynamics GP, was the fact that on every report using debits and credits, they were ‘backwards’ from how I was used to seeing them. In my mind, debits always came first and credits were always after. Many times, I’d work on a … Read more
There’s a new Dynamics 365 feature, editable grids, which allows you to edit records from views or through a sub-grid. It’s great! No more “read only” grids in CRM. This new feature can enhance productivity by reducing clicks and navigation time. Just simply go into your view, and click in the cell you want to … Read more
Reposted from Avalara Auditors are on the move. While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue. Some states … Read more
Have you ever logged into Microsoft Dynamics GP and noticed you were missing your Quick Links on the Homepage? Maybe you even tried to add them back in, only to discover that the items you added did not ‘stick’. If this describes your situation, I have the solution! Here’s the Fix First, have the user … Read more
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
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
Crestwood has been named to the Bob Scott’s Top 100 VAR list for the fourth time, placing 42nd on the list. Members of the Top 100 VARs List were selected based on factors such growth, industry leadership and recognition, and innovation. Chosen firms represent a wide range of sizes and include many different accounting software … Read more
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
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
There are many instances when you need to prevent users from logging into Microsoft Dynamics GP. For example, File maintenance Year-end close No problem. Dynamics GP comes with a tool to take your company offline, which prevents users from logging in. Here’s how: Log into Dynamics GP as ‘sa’ Navigate to Administration / Utilities / … Read more
With Dynamics SL reports, users can save templates of their report options. They can use these templates the next time they run the same report, so they do not need to set the options back up each time. Some examples are: Running an AP Check Register for a range of dates Running an Aged AR … Read more
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
Have you ever worked in Dynamics GP and encountered the “FP: Couldn’t Close Table!” or “Open Operations on File” errors when trying to close out of Dynamics GP? Why might this happen? The reason why these errors occur is usually that something is “interrupting” a process assigned to your machine as it closes (or at … Read more
One of the most common workstation errors we see is the 5003 error, when the user cannot access the SQL server and Dynamics SL databases. Here is a list of common resolutions: Verify the server name field of the Domain table is valid. If using Windows Authentication, verify the user logged into that workstation is … Read more
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
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
Use Credit Memos in the Microsoft Dynamics SL AR module to reduce the amount of a customer’s invoice or to reverse a customer’s invoice. Below are the steps to enter and apply a Credit Memo to a specific invoice. First, enter the Credit Memo in the AR Invoice and Memo Input screen. Enter it exactly … Read more
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
At Crestwood we are amazed and impressed by the pace of innovation that our publishers are driving. Today, the Cloud is much more than just a buzzword for our client’s critical business applications. Rather it is now a key technical standard for an ever increasing number of them. As such, we are thrilled to have … Read more