The demand for robust, dynamic, and integrated systems for managing our businesses is undeniable. One such system is Acumatica ERP. Acumatica stands as a beacon for business managers seeking an effective and efficient solution to their operational needs. Let’s walk through the process of setting up, and subsequently using, Intercompany
The power of an ERP solution lies in both its robust functionalities and its usability. Acumatica, a leading Cloud ERP solution, is designed with user-friendly interfaces that enhance productivity and efficiency. While any ERP can record and store data, Acumatica is unmatched at making that data easily accessible for users.
OK, is anyone else constantly thinking about reporting? Just me? Well in case there are more of you out there – let’s talk reporting in Acumatica. Acumatica’s out-of-the-box reporting tool is called ARM, or Analytical Report Manager, if you want to use its full name. This native reporting tool is
Acumatica ERP Business Events provide a powerful platform to monitor data and events and to create actions such as an email notification or an import scenario. For example, check out some of our other blogs posts on business event scenarios: Using Business Events for Approval Reminders in Acumatica Using Business
Today we get a little technical! This blog will walk you through how to add a new report to any form in Acumatica. We will use the Sales Order form as an example. Note on using the Workflow Engine: The steps below are applicable for forms supporting a new workflow engine. Since
Thursday, September 30, 2021 11:00 AM - 11:30 AM (CDT) Acumatica is the top modern, cloud-based ERP solution on the market today. It is no wonder why business leaders everywhere are making the switch. However, no ERP is perfect. Payables and receivables staff know this all too well, as
Tuesday, September 28, 2021 1:00 PM - 2:00 PM (CDT) Following up on our ARM Basics for Acumatica session, this will cover more in-depth and advanced topics. Tiffany Bennett is our resident Acumatica expert and she's on hand to talk reporting. We'll cover: Row Sets (Total Row Tricks, Expanding Account
Wednesday, October 27, 2021 11:00 AM - 12:00 PM (CDT) The ERP world was finally able to celebrate at Acumatica Summit in July, and we got a sneak peek of Acumatica 2021 R2! We're ready to talk more about the exciting new features, like: Highlights of the major usability and
We can’t stop talking about prepayments in Acumatica, and for good reason. It has been at the top of everyone’s must-haves list, and Acumatica 2020 R2 delivers it! If you require prepayment before you ship a product out to your customer, you now have that ability in Acumatica. You can
Acumatica has added a new feature called “Control Accounts” in the 2019 R2 release. This functionality prevents users from making manual entries to any GL account marked as a control account. As a result, it helps to keep the subledgers in balance with the General Ledger. It’s a very helpful
There are times when you need to pay your vendor a deposit on a purchase order (or in full), before receiving actual items. The vendor may require that deposit before shipping you the goods. Acumatica allows for prepayments to be applied to a Purchase Order, paid to the vendor, and
Acumatica has added a new feature called Control Accounts in the 2019 R2 release. This functionality prevents users from making manual entries to any GL Account marked as a control account. As a result, it helps to keep the subledgers in balance with the General Ledger. It’s a very helpful
Acumatica introduced Business Events in Acumatica ERP 2018 R1. Business Events provide a platform to monitor data and events and create actions such as an email notification or an import scenario. Our clients have used Business Events for notifications on events such as: Additions of new customer locations to confirm
Sometimes you need to add an additional table to a simple Generic Inquiry in Acumatica in order to get data that is not in the original table. If the new table has a many-to-one relationship with the original table, you can see duplicates, (or worse: entries as many times as
Acumatica ERP Business Events provide a powerful platform to monitor data and events and to create actions such as an email notification or an import scenario. This post will demonstrate the flexibility of Business Events and how they can be used to update business data. Our demonstration company has a
Business Events are a great way to send notifications to users in Acumatica, when data changes, or events occur. You can now also attach a report to the email notification. The example below is to notify the purchasing manager when a PO is received. It sends an email to this
While all companies have their own internal accounting month-end procedures to follow (and still should), here are some month-end processes that are important to complete each month in Acumatica. Batches from all modules should be reviewed and released/posted that are still unreleased. Recurring entries for that period should be generated
Do you have inventory items you do not stock? Using a drop-ship PO to have the vendor fulfill the sales order is a common and seamless process with Acumatica. In most cases, the drop-ship sales process is completed when the customer receives the items from the vendor and the corresponding
Whether directly or indirectly, every business is a global business. Somewhere in the supply chain—from your suppliers’ suppliers to the customers of your customers—you’re part of the global business environment. Though this means increased risk, it also means increased opportunity. New customers, better prices, and lower shipping costs, the global
A customer’s bank may require modifications to the ACH file that you send them from the Payables module during payment processing. Here are some steps to show how to modify or add additional fields and lines in that file. First, get the bank specifications from your customer or bank. In
Shipping options in Acumatica have been limited in the past, but now with Acumatica 2019 R2 and the integration with ShipEngine, you have your choice of over 20 different carriers. Think of ShipEngine as a carrier aggregator; whereas, in the past, you had your choice of FedEx, UPS (no ground
Before you jump into the Acumatica screen to set up item pricing, you should think about what drives pricing on your products. Things such as: Stock or non-stock item Default price Sales price The customer The price class Discounts Currency Unit of measure Location Warehouse Markup percent And possibly more
How would you answer these 3 questions? What would you do if you lost all your customer data? How would you recover from that? Do you have a plan in case of a disaster? Like it or not, data loss does happen. Systems fail, servers die, and power surges. If
Trying to move Generic Inquiries (GIs) in Acumatica from one site to another? You will probably experience a site map conflict. Here’s the error message I got when I tried to export a GI from a source instance and then import it to a destination instance: Why do you get
