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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Webinar
Lauren Christoff
Lauren Christoff

Webinar: Advanced Topics in Management Reporter (MR)

Wednesday, October 30th, 2019 11:00 AM – Noon (CST) Register Here!   You’ve attended our “MR Basics” webinar; now join us for the advanced class! Join Crestwood for a FREE 60 minute session on Advanced Topics in Management Reporter. In this webinar you will learn: Using the Report Wizard Forecast Report Statement Of Cash Flows … 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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Microsoft Dynamics Changes
Mary Lenehan
Mary Lenehan

New Tech Support Portal: Big Change Coming for Microsoft Dynamics Users

Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more

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Dynamics GP Checkbook ID
Juliet Constantino
Juliet Constantino

Checkbook ID Defaults on Computer Check Batch in Microsoft Dynamics GP 2018 R2

Another new feature in the Microsoft Dynamics GP 2018 R2 release is the ability to select a default checkbook in the Payables Management setup window. The checkbook ID selected here will default in the Payables Batch Entry window when creating a “Computer Checks” batch. In previous versions, when a Payables batch was created using a … Read more

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Dynamics General Ledger
Juliet Constantino
Juliet Constantino

Post Through the General Ledger at the Transaction Level (New Feature in Microsoft Dynamics GP 2018 R2)

In previous versions of Microsoft Dynamics GP, any transaction posted from a sub-module that was not saved to a batch would automatically create a batch that had to be posted in the General Ledger. Not anymore! Users may now post through the General Ledger at the transaction level. Here’s how An additional checkbox has been … Read more

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