Crestwood Live Event
Lauren Christoff
Lauren Christoff

2019 Dynamics GP Year-End Seminar – Monday, December 16th in Madison, WI

Monday, December 16, 2019 9:30 AM – 1:00 PM Register Here!   Close out the year with Crestwood Associates! Spend the day with our Dynamics GP expert, Mary Lenehan, and go over everything you need to close the year out right. Hear the best practices for year-end closing, things to pay special attention to, common … Read more

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Crestwood Live Event
Lauren Christoff
Lauren Christoff

2019 Dynamics GP Year-End Seminar Chicago Area – Friday, December 13th

Friday, December 13, 2019 8:30 AM – 12:30 PM Register Here!   Close out the year with Crestwood Associates! Spend the day with our Dynamics GP expert, Mary Lenehan, and go over everything you need to close the year out right. Hear the best practices for year-end closing, things to pay special attention to, common … Read more

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Crestwood Cloud
Ben Borger
Ben Borger

Are You Sure that You’re Really in the Cloud? A Gray Market Cloud Horror Story

You are a savvy business owner; your business processes and ERP are backed up in the cloud. You’ve seen the statistics, heard the horror stories, and you’ve made the necessary steps to feel secure. But what does “in the cloud” really mean? How secure is your data really? Gray Market Cloud Spells Doom for One … Read more

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Quick SmartList to Pull Vendor 1099 in Dynamics GP
Juliet Constantino
Juliet Constantino

Create a Quick SmartList to Pull Vendor 1099 Information in Dynamics GP

SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at a common request for viewing vendor details within SmartList: displaying the 1099 detail information for a given period. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) This will show you how … Read more

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Juliet Constantino
Juliet Constantino

Display Unit Price and Gross Profit along with Item Master Data (in Dynamics GP)

SmartList Designer Tips The next SmartList Designer tip is for the inventory module in Microsoft Dynamics GP. When you view the item master data view that comes out of the box, some fields like unit price and gross margin aren’t available to display as a column. This is because that data is stored in a … Read more

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Error
Juliet Constantino
Juliet Constantino

How to Resolve a Dynamics GP Microsoft Word Template Error

After modifying the SOP Blank Invoice format in Microsoft Dynamics GP, I received this error message: “We’re sorry. We can’t open SOP Blank Invoice Form because we found a problem with its contents.” Clicking “Details” provides additional errors: Microsoft Office cannot open this file because some parts are missing or invalid. Location: Part: /word/footer2.xml, Line: … Read more

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Regular Expressions in Acumatica
Juliet Constantino
Juliet Constantino

View Historical Transactions with Negative Amounts Based on Document Types (in SmartList Designer for Dynamics GP)

SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let’s say that a purchasing manager wants to view all the historical transactions for a vendor. However, the … Read more

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Smartlist builder in Dynamics GP
Juliet Constantino
Juliet Constantino

How to Create a SmartList in Dynamics GP that Displays the Correct Email Address

SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more

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Learn Power BI Dashboards
Jen
Jen

Learn Power BI the Easy Way

Are you interested in Power BI?  Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.”  You will learn: Understand Power BI service basic concepts and terminology. Find your content in dashboards, reports, … Read more

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Maximum Users for Dynamics GP
Brandon Richards
Brandon Richards

“Maximum Number of Users” Error in Dynamics GP 

We ran into an issue recently where client would receive the following error when logging into Microsoft Dynamics GP even though licenses are available:  “The maximum number of users are logged into the system.”  Clicking OK closes Dynamics GP.  What is also strange is that the “Users Allowed” and “Current Users” fields both show 0.   When logging in with SA, there are … Read more

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Dynamics GP long time
Brandon Richards
Brandon Richards

Why is Dynamics GP Taking a Long Time to Switch from One Company to Another & What Can I do about it?

Here’s a true client story and how Crestwood helped. Customer:  Lately, we have noticed that the time it takes to switch from one company to another is a lot longer.  Is there anything that can be done to improve the amount of time to log on and switch companies? Crestwood:  Hi, I wanted to reach … Read more

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Virtual Invoices for Dynamics GP
Ben Borger
Ben Borger

Dynamics GP and Forms Printer – it slices & it dices!

Every organization has unique business processes, and tailoring solutions to meet, automate, and scale those processes can be very rewarding wins for your organization.  We had a rather unusual client requirement come through that we were able to accommodate in Microsoft Dynamics GP with the addition of Accountable Software’s Forms Printer application. The Problem A … Read more

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New Features in Dynamics GP 2018 R2
Juliet Constantino
Juliet Constantino

Displaying the Vendor Document Number in the Purchasing All-in-One View

New Feature in Microsoft Dynamics GP 2018 R2 By popular user demand: The Vendor Document Number is now available on the “Purchasing All-in-One View” window. No more jumping from screen to screen and cross-referencing document numbers! This helps the user track the payments and credit documents together with the invoice they have been applied to. … Read more

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Payroll Tax
Jen
Jen

Simplify Tax Preparations with Deluxe Checks

Save time by ordering pre-formatted tax forms and checks for Microsoft Dynamics GP and Dynamics SL. Crestwood Associates has partnered with Deluxe Checks offering you a Priority Service Code on all orders of IRS-approved tax forms, checks, invoices, and more.  With this Priority code, you’ll receive special offers, discounts, and ease of ordering Dynamics related … Read more

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SmartList Builder- Purchase Order
Mike Gordon
Mike Gordon

Dynamics GP SmartList Builder: Purchase Order Shipment Receipt and Matching Line Number

I recently helped a Microsoft Dynamics GP client create a SmartList to pull in purchase order numbers for shipments and match receiving lines.  Additionally they wanted to see the number of the receiving line. To accomplish this I created a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is we had … Read more

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