Articles By: Crestwood Associates

Professional Services Tools Library Error with Dynamics GP

Lately while upgrading a GP client to the latest GP release (build 18.2. 1060) from GP 2015, there was an error that we encountered when trying to launch PSTL: We searched and found a new 18.2.4 version of the PSTL tool on the Microsoft Partnersource website that was released in October, but installing that available build did …

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Dynamics GP Running Slow? Archive It! Get to Know Company Data Archive Plus Analytical Accounting!

  Microsoft released the new "Modern Policy" in October 2019 making Dynamics GP an even more successful and resilient business tool. Businesses that have been using Dynamics GP for decades, forget that data builds up as users add data. Every time you add more data, it becomes slightly harder to process. Following a couple years …

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Automatically Post Cash Receipts in Dynamics GP

We occasionally get this question from our Microsoft Dynamics GP users: how do I post cash receipts automatically as deposits? To post cash receipts as deposits, first navigate to Administration > Setup > Company > Company.   Next, click Options.  Then mark the box next to “Automatically post cash receipt deposits.”  Click OK, and then OK again in …

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How to Modify SmartList Designer When SmartList Builder is Installed in Dynamics GP

Have you ever experienced this problem with Dynamics GP?  When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled.  This is an easy fix.  The steps below describe how to do this. First open SmartList.  Next, go to Tools > …

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

A 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 chosen here will default in the Payables Batch Entry window when creating a “Computer Checks” batch. In previous forms, when a Payables batch was created using a …

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Dynamics GP SmartList Builder: PO Shipment Receipt & Matching Line Number

Recently I aided a Microsoft Dynamics GP client in generating a SmartList to pull in purchase order numbers for shipments and match receiving lines.  In addition, they wanted to see the number of the receiving line. To accomplish this, I generated a SmartList Builder Report from the SmartList “Receiving Transactions.” Here’s how: The trick is …

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Management Reporter (MR) Refresher: Advanced MR Tips with Downloadable Guides!

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works the same in Dynamics SL! You might have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, that it is going away. …

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

In Microsoft Dynamics GP, any transaction that was posted in a sub-module was never saved to a batch. Transactions automatically created a batch that had to be posted in the General Ledger. Not anymore! Users now can post through the General Ledger at the transaction level. Here’s how An additional checkbox has been added to …

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Make Your Dynamics GP System Better

If you want enhancements and new product features, let your voice be heard! As new releases of Dynamics GP come out, there are great “What’s New” blogs and documents that capture the newest product features you can take advantage of if you decide to upgrade.  However, are you still waiting to see that one feature …

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