Organizations are finding lots of value out of implementing workflows in their Dynamics GP systems. Recently, we helped a business set up one to put controls around their purchasing processes. You could use this for purchasing office supplies, raw materials, or items to support your distribution business. Additionally, it will help you go paperless and … Read more
Problem & Fix I recently encountered an issue with a Microsoft Dynamics GP Purchase Order not being allowed for a specific item. When I looked closer, I found the Inventory Item was missing setup information, which was causing the problem. Here is the Item Maintenance Card: In the Dynamics GP Item Maintenance card, make … Read more
Many times, we think about upgrading versions of our software but just don’t take the time to do it. Don’t get caught with an unsupported version, you’ll miss out on important updates, hotfixes, and it could potentially cost you more in the end. The new version, Dynamics GP 2018, was released in December 2017, and … Read more
Microsoft Dynamics GP Upgrade Methodology There’s a reason why our clients trust Crestwood Associates to upgrade their Dynamics GP systems to the latest version. It’s a complicated process and we’ve done hundreds of them. Upgrades can take anywhere from 30 to over 100 hours depending on the complexity of your system. So what are we … Read more
Recently, we have received a handful of calls on how to add a new user to Management Reporter (MR). So, I thought this would be a good time to revisit the process. First, you must be an MR administrator to add users. Also, the user you are adding must have access to the company in … Read more
Microsoft Dynamics GP 2016 enhanced the procedure to place prepayments on purchase orders making it easier when requiring an upfront payment from customers. Setup First, you must setup prepayments in the purchase order processing window. Go to: Tools>Setup>Purchasing>Purchase Order Processing. Click to Allow Purchase Order Prepayments and Create manual prepayment from Purchase Order Processing. Choose … Read more
Microsoft has retired the Connect gadget on the Dynamics GP home page. Microsoft used this gadget to communicate Dynamics GP community news and information to users. Now that it has been retired, you might see the following error on your home page if your Connect gadget is still in place. “Navigation to the webpage was … Read more
I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … Read more
Sometimes you need to know what access users have in Microsoft Dynamics GP. Maybe for an audit or just a routine cleanup of your system. Luckily, there are some pre-loaded or ‘canned’ reports in Dynamics GP that you can use. How to Access the User Security Reporting: To access the User Security reports, you first … Read more
We have many Crestwood clients planning to upgrade to Dynamics GP 2018 in the first quarter of 2018. You’ll want to consider upgrading too, especially if you are on Dynamics GP 2013 because mainstream support ends in April of 2018. This means no more updates, including year-end and payroll. Here’s an overview of the new … Read more
We have gotten a couple support calls about an error occurring while running the Dynamics GP utilities after installing the payroll year-end update. Error The following SQL statement produced an error: exec w fDeployClrAssemblies [Microsoft][SQL Server Native Client 10.0][SQL Server]Assembly ‘system.directoryservices, version=2.0.0.0, culture=neutral, publickeytoken=b03f5f7f11d50a3a.’ was not found in the SQL catalog. This error is caused … Read more
Have you noticed the Doc Attach button in some companies responds slow? We had a client with this problem. When they clicked the “Attach” button, there was a long delay for the dialog box to appear to allow selection of the documents to attach. We hadn’t heard of this happening and even an online search … Read more
Error and fix when your Management Reporter console crashes. This one is great! My client was having issues with the Management Reporter (MR) Configuration Console crashing as soon as you tried to open it, and the MR Process Service kept stopping after you would start it. I was also getting errors in the Windows Application … Read more
It’s here! Released December 1, 2017, Dynamics GP 2018 has finally arrived. There are many great new features available and here are the ones I’m most excited about. First, all the new Document Attach features. We’ve seen customers use this feature for years now, but in the new version, you can now attach to the … Read more
CAUTION – If you’re using MR with the Legacy connection to Microsoft Dynamics GP, when importing a NEW company to MR, be careful. You want to make sure you check the boxes for “Skip Import” for all the existing companies that are setup if you are using multiple Building Block Groups (also known as Specification … Read more
The 2017 calendar year-end is approaching and Microsoft is planning the release of the Dynamics GP year-end update for mid to late November. As we begin thinking about the end of 2017, some topics require planning and decision-making. Download our guide below and review the checklist items to make sure you’re ready to close out … Read more
Before Closing Your Year, Check Your Account Posting Types Closing a fiscal year in Microsoft Dynamics GP when you have a General Ledger Posting Type marked incorrectly can be a hassle. Either you have a Balance Sheet account marked as Profit & Loss or you have a P&L account marked as a Balance Sheet account. … Read more
If you have one of the newer 4K monitors, have you run into issues with super small font size? I recently ran into this with a client who was using a newer Ultra 4K monitor when accessing Microsoft Dynamics GP (newer supported versions) through a remote Desktop Environment. Problem: While running queries in Dynamics GP, … Read more
In your Management Reporter (MR) reports, have you experienced an issue where the favorable or unfavorable variance amounts between actuals and budgets in an income statement aren’t presented correctly? A favorable sales variance may be incorrectly presented as a negative amount and the expense may be presented correctly or vice versa. A way to overcome … Read more
Microsoft is starting to release some details about what’s new in Dynamics GP 2018, targeted to be available around the first of December, 2017. I’m getting excited for some of these features! There are five key areas of updated functionality in the new version: Doc Attach – Microsoft is calling this the “next evolution of … Read more
It’s a good practice to regularly change your password to Microsoft Dynamics GP. However, if you’re like me, you probably forget, or say, “l’ll do that tomorrow”. Here’s a tip – set up a reminder to pop up every month in Dynamics GP. Here’s How: Go to the Dynamics GP Home Page. Here, you should … Read more
If you are frequently ordering the same item from a vendor and drop shipping the order to the same customer, you need to read this! Learn how you can save time streamlining drop-ship purchases in Microsoft Dynamics GP. Scenario: One of our clients has customers who frequently purchase the same item number. They order the … Read more
Recently, a client contacted me because her home page features in Dynamics GP 2013 R2 had disappeared. This had happened once before, and she was able to re-add the features in the “Customize this page” window – but this time, that didn’t work. In spite of every attempt to re-activate the Quick Link (and other … Read more
Recently, some of our clients using Microsoft Dynamics GP have indicated they are receiving errors in the Connect section on the Dynamics GP Home Page. The Connect section of the Dynamics GP home page is a live connection to a Microsoft website to provide information about upcoming releases and blogs about Dynamics GP. Each version … Read more