Some banks require additional information in the header section of your ACH file in Acumatica. Here’s how: Your bank has requested you to add the following to the header of your ACH file: The $$ADD record needs to be added to the Header Record Section of the file. RID: ABCDEFG1 BIN: HIJKLM12345678 Below is an … Read more
States target certain businesses for sales tax audits according to data For most companies, the mere idea of a sales tax audit is a daunting prospect, and “fingers crossed we don’t get picked” is a popular strategy. But for certain types of businesses, just doing what you do can be enough to attract the attention … Read more
When setting up your Acumatica system, you need to make sure you set up a Company Tree. Why? Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the order of groups specified by the tree … Read more
Have you always wondered what the difference is between the AP Payment Selection and the Edit/Select Documents for Payment screens are for in Dynamics SL? They both are used to select documents for payment in the Accounts Payable module, but what’s really the difference? The Payment Selection screen is actually a utility that is used … Read more
Imagine the following scenario in Management Reporter (MR). A report runs fine when running it individually, for separate companies, with no tree. However, when adding a tree that crosses multiple companies from different Dynamics SL application databases, the report gives no data. How can this be? The cause of this is due to different CURYIDs … Read more
Using logos on your Management Reporter (MR) reports can make your reports look more formal and professional. Luckily, it’s super easy to do! Save a copy of your company’s logo anywhere on your local computer or network. It must be in the format of a “jpg,” “bmp,” or “png” file. Then open the report in … Read more
Many Dynamics SL users have been confused by Microsoft’s messaging around Management Reporter (MR). Here’s a question I’ve heard a few times lately: “I’m planning my Dynamics SL 2015 upgrade from Dynamics SL 2011, is it worth migrating to MR if it’s going away?” Here’s the low-down: MR is being sunset – meaning no new service packs (or cumulative updates … Read more
Microsoft has recently released many updates and hot fixes. If you haven’t been keeping up on these, you might want to take a look. There have been many issues resolved with some of these. You’ll have to log into your Microsoft CustomerSource account. If you need help with that, visit our support page. Here’s the … Read more
Do you ever get tired of typing ‘Select * INTO SourceTable02417 FROM SourceTable’ to make a quick backup of a SQL Sever table? I did, so here’s a quick and dirty little stored procedure to take care of that manual process. Here’s how it works: When you call this Procedure (PROC), simply use the following … Read more
Here’s a HUGE time-saving tip when searching for an email in Microsoft Outlook and Office 365. Who, what, and when are the key. Just follow these simple syntax rules, and you’ll be amazed how easy it is to find those emails. Replace Who with FROM: Replace What with ABOUT: Replace When with RECEIVED: Here’s an example: … Read more
If you have duplicate contacts in CRM – you can merge them together into 1 contact, without losing any of the data associated with either of them. All notes, activities, and information attached to either, can now be consolidated into just 1 contact. For example, maybe the 2 duplicate contacts have different email addresses – … Read more
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
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
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
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
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
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
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
Businesses may feel out of their depth as states look to test the waters on tax compliance in the coming year Sales and use tax compliance can be a complex problem for many businesses. It almost feels like you need a bowie knife to cut through the regulatory red tape, although knowledge may be a … Read more
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
Does this sound familiar? You are about to close the period or the year in Microsoft Dynamics SL (screen 01.560.00) and you get a warning that there are unreleased batches. This message essentially says caution — you started a batch in module xxx but never released it and the period to post is the current … Read more
Did you know you could hide a row on a SSRS report if all the fields on that row are blank? I found a lot of documentation on how to hide a text box, or even a row based a condition or calculation, such as blank, zero or null values. However, I didn’t see much … Read more
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
Recently, I came across an issue at a long time Microsoft Dynamics GP client. When they tried to go to the Receivings / Transaction Entry window via Transactions > Purchasing menu, nothing would happen. It would not open, even though the option was present in the menu. Additionally, there was no error message and it didn’t … Read more