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When an asset is transferred from one company to another, are all of the asset transactions moved as well?

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The transfer option currently only works with companies that are all in the same application database. The system does not transfer each and every individual transaction line from company to company, but rather summarizes all of the transactions by type and creates an entry in the “old” and “new” based on the summarized amounts. The […]

ROI.exe has Stopped Working

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When printing or print-previewing, you receive an alert that ROI.exe has stopped working.  This is most frequently seen in a Terminal Server type environment. The most common cause for this issue is that the printer being specified does not exist.  This could be because a template is being loaded that contains a printer that is […]

Duplicate Voucher in Subcontract Payment History (CN.SPH.00)

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An extra voucher line with no invoice number shows up in the Subcontract Payment Entry screen when there is a Hand Check using the same number. This is a bug. The screen pulls the line of the actual voucher and if there is a hand check with the same reference number and vendor, it shows […]

The Birth of a Dynamics 365 App

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This is the first blog in a several part series on the Progressus Software journey to make the jump from great idea to great App in the Microsoft AppSource for Dynamics 365 Financials.  It is a comprehensive and collaborative effort to make it happen, from all aspects of an organization, and we will hear from […]

What tables are involved with Lot #’s in Inventory?

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Provided is a list of the database tables used by various modules when lot/serial numbering is used: 1. Lot numbers can be assigned at Receipt or Issue. 2. Quantities for lots are held in LotSerMst (what you see in Lot/Ser screen), Location (what you see in Location screen). 3. LOTSERT table ties lot numbers to batches. […]

Quick Print Report Format in SL Manual Check Entry

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The ability to use a different report format when printing a Quick Check in the SL Manual Check/Payment Entry screen is controlled within the Report Control Maintenance screen. Select Access Administration | Report Control Maintenance and enter report number 03.62Q. Change the report file name for the Laser Check Form to the desired report format you […]

System Message 12129 ‘Selection is invalid since Multi-Company is not enabled’ entering a project ID into an SL screen

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When entering a voucher or an invoice for a project you receive “System Message 12129 ‘Selection is invalid since Multi-Company is not enabled'” after you tab off the project, but the project has a company ID the same as the company you are entering it for. Go into Project Maintenance | Tasks tab and enter at […]

Progressus Software Officially Submitted to Microsoft AppSource for Approval

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Progressus Software will be the largest app to be published on Microsoft AppSource. FINDLAY, OH (PRWEB) JULY 11, 2017 Progressus Software today announced that their Dynamics 365 for Financials application (App) has been officially submitted for publication on Microsoft AppSource. Progressus Software will soon be available on Microsoft Dynamics 365 for Financials as a comprehensive […]

Plumbline Consulting, LLC Named One of the 2017 Best Employers in Ohio

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Plumbline Consulting, LLC was recently named as one of the 2017 Best Employers in Ohio. As a leading technology consulting firm, Plumbline Consulting provides accounting and business solutions support to Microsoft Dynamics partners across the United States. The annual list of Best Employers in Ohio is managed by the Ohio SHRM State Council and Best […]

Progressus Software Approved for Microsoft AppSource

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Progressus Software is the largest app to be published on Microsoft AppSource. Findlay, OH (PRWEB) August 07, 2017 Progressus Software today announced that their Microsoft Dynamics 365 for Finance and Operations, Business Edition Application (App) has been published on Microsoft AppSource. Progressus Software is available on Dynamics 365 for professional services firms in need of […]

‘Sequence contains no elements’ message received in Management Reporter Service Logs

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After migrating FRx reports to Management Reporter a ‘Sequence contains no elements’ message is noted in the Service logs within the Configuration Console when generating certain reports. This message can indicate an issue with fonts contained within the migrated reports.  Test this by setting the fonts used in the row and column definitions for the […]

Fixed Assets Service Module

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Fixed Assets Service The Fixed Assets Service module is designed to work with the Plumbline Fixed Assets module to track the maintenance schedules, maintenance types and maintenance history for Fixed Assets. One of the tracking features is Vehicle Mileage. Service Mileage Use the Service Mileage Screen to view or enter all Service Mileage information for […]

What to do when a GL Out of Balance is reported in the Cash Manager Bank Reconciliation screen or report.

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The GL Period in the Bank Rec screen could be incorrect. Open the Bank Reconciliation screen and verify that the GL Period is the one that ends on the date found in Reconciliation Date. If the GL Period is incorrect, modify the GL Period There may be batches that have not been posted in GL. […]

What to do if Vendor 1099 Amounts are Incorrect in Accounts Payable

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If the vendor was not flagged as a 1099 vendor for the entire year but should have been, the amounts paid to the vendor before they were flagged as such will not be included in the 1099 amounts and must be initialized into the Vendor Maintenance screen while in Initialize Mode to correct them. If […]

What is the purpose of the Post Only to Card Vendor option on the Purchase Card Import Setup (PD.900.00) screen?

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  If you would like the AP posting to go the credit card vendor you designate in the Credit Card Vendor ID field and NOT to the merchant/vendors and respective GL codes, check this box. This will result in an AP entry only to the designated CC vendor creating the payable to that credit card. […]

Want to log into web apps using the SL User instead of the Windows account?

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How to change login method: 1. Open IIS on the web server 2. Right-click on the Web Apps site 3. Click on Explore 4. Open the web.config file 5. Scroll to the bottom until you see the “WindowsLogin” value=”True” 6. Change it from True to False 7. Save the file

Don’t Get Surprised by Margin Erosion – Part 1

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The following blog is first in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! In the current economic climate, professional service firms are acutely aware of the threat posed by the erosion of profit margins. […]

Would you like to hide/disable certain fields in Timecard Entry?

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How to hide/disable fields without a costly customization: 1. Click on the Administration menu in web apps 2. Click on access rights button 3. Select the user/group 4. Click on the fields button 5. Select MDTMTCE screen ID 6. Select MYAssignments in the page field 7. You will see a list of fields you can […]

System Message 4062 received in Payroll Create and Send ACH screen

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When processing payroll and attempting to create the file in the Create and Send ACH screen an event log is created. It contains a System Message 4062: Cannot write ACH file at this time, same Immediate Destination is being processed. Confirm that none of the employees included in the payroll run have a status of […]

Don’t Get Surprised by Margin Erosion – Part 2

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The following blog is second in a four-part series of blogs highlighting the causes of margin erosion and demonstrating how modern software like Progressus can help you minimize the effects of this common challenge! In the first blog of this series, we discussed how developing an accurate cost estimate was an important factor in avoiding […]
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