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 one of the many reasons … Read more
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 Events to Create Transactions – … Read more
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 the Sales Orders form supports the … Read more
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 now require a customer to … Read more
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 feature. Here is a list … Read more
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 then deduct from the balance … Read more
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 feature. Here is a list … Read more
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 tax settings. Purchase receipts created … Read more
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 there are records in the … Read more
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 practice of sending employees a … Read more
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 user, and it also attaches … Read more
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 and released/posted. All journal entries … Read more
A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices. Sometimes we need to reverse a received and invoiced Drop Ship Purchase Order for Stock Items. Here is … Read more
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 marketplace has opened you up … Read more
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 this scenario, Chase Bank required … Read more
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 options), and Stamps.com with limited … Read more
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 Note: Acumatica’s sales order entry … Read 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 you don’t have a disaster … Read more
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 this Site Map error? Depending … Read more
We recently shared some tips on Acumatica’s powerful dashboards and presented a webinar on the new features in Acumatica 2017 R2 with the new modern user interface. While dashboards are powerful reporting tools that can provide great insight into financial and operational areas, access to a dashboard requires the same consideration as any other screen or … Read more
Entering budgets directly into Dynamics SL can be a tedious task. No one wants to enter budgets one account or subaccount at a time. To save time and reduce mistakes, it is easier to enter the budget information into Microsoft Excel first, in the proper Dynamics SL format, and then import it. Steps to import … Read more
Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL. However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity. What’s going on? Where are … Read more
Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report. Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more
Acumatica offers both Multi-Currency Accounting as well as Financial Statement Translation. Many users confuse the two, but they have completely separate functionality. In general, think of it this way. Multi-Currency Accounting is more “converting” a single transaction to a base currency and Financial Statement Translation is more “translating” an entire ledger to any other currency. … Read more