Acumatica


How to Resolve Acumatica Issue “Server Error in /ATG001 Application”

Posted by Mike Aichinger on December 23, 2015

You may have come across the error below, if you have Acumatica running from the Application server with its database installed on a separate server (even if the installation process completed successfully).  If you are getting the “Server Error in ‘/ATG001’ Application” upon trying to…

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How to Back up and Restore a Report in Acumatica

Posted by Mike Aichinger on December 22, 2015

It’s important in any ERP system to make backups. Not only do you want backups of your data, it’s a good thing to have backups of important tools in your system; such as, queries, reports, etc. Acumatica makes it easy, in just 5 steps…

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How to Back up and Restore a Generic Inquiry in Acumatica

Posted by Mike Aichinger on December 22, 2015

Many Acumatica users create their own custom queries, lists or lookups, called Generic Inquiries. These queries help you to easily find exactly the set of data you want to see; for example, sales information, vendor invoices, etc. This powerful Generic Inquiry tool allows users just like you, to create…

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Creating Dashboards in Acumatica

Posted by Mike Aichinger on November 11, 2015

What is a Dashboard? A dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. Dashborards: Display real-time data Filtered from a variety of sources Historical trends Constantly updated The following graphic demonstrates an…

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Step by Step Guide to Creating PO's from Sales Orders in Acumatica

Posted by Mike Aichinger on November 11, 2015

How to Create a PO from Sales Orders in Acumatica Review the screenshots below for step-by-step procedures on how to create a PO from a sales order. In the sales order form you can create a purchase order, if it is necessary for fulfilling the sales order. In this…

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Lead/Contact Duplicate Detection in Acumatica

Posted by Donna Krizik on October 2, 2015

Managing duplicate records is an inherent issue for any ERP/CRM. If your company uses Acumatica’s Customer Management module, there is a feature you can enable in Common Settings to prevent having duplicate Leads or Contacts. How to prevent duplicate Leads or Contacts in Acumatica  Validating and…

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Acumatica Cloud ERP 5.2 Now Available

Posted by Jen Bieker on August 4, 2015

As I didn’t think the best cloud ERP system could get any better, it did!  Acumatica 5.2 is now available.  Here’s the list of all the new and improved features: Consolidated Receivables Web Service Syncs Currency Exchange Rates Support of Inclusive VAT Write Off Amounts…

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Running Specific Date Inquiries and Reports with Acumatica

Posted by Mike Aichinger on July 28, 2015

Using the DateAdd (date, interval, number)       Often, we need reports or lists based on different date ranges from our data.  For example, expiring licenses within the next 30 or 60 days, shipments due for the next week, etc.   With Acumatica, you can use the formula DateAdd (date,…

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Reverse an Incorrectly Released AR Invoice in Acumatica

Posted by admin on July 28, 2015

Acumatica provides a much-requested time saving feature to reverse incorrectly released AR Invoices. To perform this action: Load the incorrect document in Invoice and Memos  screen. Navigate to Actions and click on Reverse. The system will create a new Credit Memo. Using the Application tab, apply the original invoice…

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Top Reasons Acumatica is the Best ERP Cloud Solution

Posted by Donna Krizik on July 24, 2015

Acumatica represents a new breed in Cloud ERP solutions. The solution provides advanced ERP functionality across the core Financial, Distribution, CRM, Project Accounting and Manufacturing suites.  Acumatica is a 100% web based interface developed with the latest industry technologies available. Although Acumatica is a Cloud ERP and considered by most…

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