Wednesday, October 23, 2019 at 1pm Central Register Here! Sales tax compliance can be a nightmare, but it doesn’t have to be. We asked one of our resident sales tax expert Clifford Turner if he could pick the ten most important rules when it comes to sale tax compliance and wrap them into a … Read more
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
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
Microsoft just made an exciting announcement: the next release for Dynamics GP is dropping on October first of 2019, and will be called simply “Microsoft Dynamics GP.” You read that right! No year or version marker at the end. Dynamics GP has made the move to a “Modern Lifecycle Policy.” What is a Modern Lifecycle … Read more
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
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
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
Valuation methods are what determines how the costs of inventory items are calculated. There are several different methods you can use in Microsoft Dynamics GP. I recently had a client question how the various Inventory Valuation Methods in Dynamics GP differ. In this client’s case, the valuation they were using did not make sense for … Read more
As I was working with a client, I experienced an issue getting Workflow Emails to send using a Google/Gmail account. Even though I entered all the necessary account and SMTP information, I couldn’t get the test email to go through the Workflow Setup window in Dynamics GP 2016. No Errors I attempted to send the … Read more
Microsoft Dynamics GP has been a mainstay in the ERP community. Designed for small and mid-sized businesses who want a reliable and well-vetted solution, GP has evolved and grown to be one of the most trusted ERP vendors for this market. However, no matter how consistent this solution is, no matter how powerful, there are … Read more
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
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
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
When your legacy Enterprise Resource Planning (ERP) solution is having trouble keeping up with your business, it’s important to weigh your options carefully before you decide whether to upgrade to a new version or make the switch to different software. I recently worked with a client to determine the best course of action for their … Read more
All accounting professionals know the importance of a well-designed Chart of Accounts (COA). Whether you’re new to Microsoft Dynamics GP or a seasoned veteran, you’ve pulled the COA report for yourself and the other business leaders within your company. Have you ever wanted to customize it, though? Our team gets this request a lot. Commonly-Requested … Read more
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
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
Our award-winning development team is located all around the country. To stay connected and organized, we have been using an app called Smartsheet to great success. Smartsheet allows us to enter a project – from Dynamics GP upgrades to an Acumatica customization – and as it progresses, we can add notes. We can keep track … Read more
Is it time for you to upgrade Microsoft Dynamics GP? Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, new features, and it could potentially cost you more in the end. Should you make the move? Here are some things to consider and planning tips. Are you on an old version? … Read more
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
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
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
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
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