In Microsoft Dynamics SL, employee benefits are defined in the Benefit Maintenance (02.340.00) screen. The field ‘Year Type’ is used to determine when a benefit will be reset or roll over. Here’s an example and explanation of how to reset benefits for the next year. You have two options in the Year Type field: Employee … Read more
If you use Microsoft Dynamics CRM, now referred to as Dynamics 365, and SharePoint, you will want to read this. Did you know there are quick and easy ways to attach email correspondence and other files to your SharePoint library? Here are some tips for working with the SharePoint-enabled storage accessible from CRM: Log into … Read more
There are many instances when you will need to use a Blanket Purchase Order in Microsoft Dynamics GP. For example, you might have subscriptions for support, where a customer is billed $200 per month on an annual basis. Or, you might have a recurring order of widgets, but maybe you get 5,000 every other month. … Read more
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
You were happily working away every day in Microsoft Dynamics GP, and then one day your company upgraded to Dynamics GP 2013 R2 or later and suddenly, your Print button in Manufacturing was gone! You aren’t the first person to have this happen, and it can be startling the first time you go to print … Read more
In Management Reporter (MR), when printing a report with a Long Date header, the date shows the day of the week in both the Report Viewer and the Web Viewer as shown here: However, most clients I work with do not want the day of the week in the header. Here are the steps needed … Read more
Did you know that you can use SQL Stored Procedures (SP’s) as a data source in a Scribe Insight integration? You might have done something similar when you use SP’s as the data source for custom reports. Using SQL Server as a data source in Scribe lends all the power and functionality of SQL Server … Read more
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
Have you ever encountered the following in Microsoft Dynamics SL? You are running Order Management in Dynamics SL You have AR or Inventory batches that are voided but appear to have data in them. You are missing AR invoices or Inventory transactions. The most common cause for this issue is that the Sales Journal Processes … Read more
If you use Skype for Business, you can always go in and look at your call history. However, did you know, if you dig a little bit, you can also get the exact time, date and duration of the call? There might be other methods of retrieving this information, but here is the simplest method … Read more
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
Error I was installing Management Reporter 2012 CU15 and got the following error: “Management Reporter Setup has ended prematurely” or it might state .NET 4.6 is not installed. Resolution: The fix is to run the Windows Server updates to update the server. This will then allow you to install Management Reporter successfully. The update that … Read more
Client Issue: We recently had a support case where a client was using one Exchange server, and had just moved their email to Office365. They are using the “Exchange” email option in their environment since they are using Office and Outlook 64-bit. When prompted to login with their Exchange email credentials, they would continue to … Read more
Maybe this has happened to you? You try to launch Dynamics SL, and the application crashes without opening. Next, you verify the path for the Dynamics SL shortcut, and it’s using either an incorrect mapped drive or a UNC path. This can be caused by several things: User Account Control not being turned off before … Read more
In 2017, when it comes to sales tax, states are taking stances on everything from soda to streaming content, tobacco to tampons. The New Year will also bring renewed efforts by states to implement internet sales taxes and continue the legal battle to overturn existing legislation. Here is a summary of 2017’s most newsworthy federal … Read more
Creating and Making a New Payment Method Available on a Cash Account In Acumatica, there may be times when you need to create a new Payment Method to be used with your Cash Accounts. For example, you may have a new payment method if you started using credit cards or accepting credit cards for payment, … Read more
Do you use Favorites in Acumatica? If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites. That way you have quick access to them every day. Here’s some tips on how to manage your Favorites list: To add a new item to your Favorites list, … Read more
Recently, our support team helped a Crestwood customer set up some new SmartLists using SmartList Designer in Microsoft Dynamics GP. We created this handy, how-to and wanted to share. Here’s how: Open SmartList (click the Dynamics GP button and then click SmartList) Click the New button at the top left of the SmartList window. Type … Read more
If you are using Microsoft’s Skype for Business and Microsoft CRM, have you noticed that the phone numbers in CRM are hyperlinks? You can click on the links and the system will automatically launch Skype with the phone number all ready queued up to dial. However, did you know that you can also simulate this … Read more
Technology is constantly evolving. With each new version of Dynamics there are improvements, more efficiencies, and new features. Sometimes, there are additional new modules available. But in order to justify the time and effort and expense of an upgrade, you need to make sure the benefits of the latest and greatest are worth it. The … Read more
In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account. A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field. Example: We have an Accounting Clerk, in charge of entering … Read more
I’m going to admit, I’ve been a bit confused as to why and when I would want to use these two tools. So, I’ve been asking around and I think I’ve finally got it. What’s the difference? When and why would I use each of them? Here’s my breakdown. Dynamics GP Utility – Create a Company This built-in … Read more
Sometimes, you have a need to reprint the reports that generate after you reconcile a bank account in Microsoft Dynamics GP. Maybe you had a printer malfunction at just the wrong time, or possibly the originals are lost in a file somewhere. You can easily reprint the Bank Reconciliation reports by following these step-by-step instructions. … Read more
Creating an Entry Type and Making the Entry Type Available on a Cash Account In Acumatica, there may be times when you need to create a new Entry Type to be used with your Cash Accounts. For example: Credit Card Fees Interest Expense Interest Income Misc. Receipt Band Service Charges In order to use your … Read more