Acumatica CRM
Mike

How to Edit the CRM Source Pick List in Acumatica

In Acumatica you will find a number of drop-down or pick lists defined in Automation Steps.  You can edit these lists however, it can be tedious and you don’t want to miss anything.  Here’s a quick tutorial.   Basics of Automation Steps Acumatica Automation Steps and also known as workflows.  They consist of nodes and … Read more

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keyboard shortcuts
Mike

Keyboard Shortcuts in Acumatica

Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more

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Acumatica screens
Mike

Missing Screens & Disappearing Filters in Acumatica

The Quick Menu in Acumatica is definitely a customer favorite.  It’s great – you can choose which screens you want displayed, easily and without much clicking around.  My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered.  For example, you’d like a notification … Read more

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Mike

New Changes in Acumatica Snapshot Management

Acumatica recently release some changes when it comes to taking snapshots of your system.  At a quick glance, you now need to have everyone out of the system prior to taking a snapshot. Here are the details: If you have further questions or are experiencing issues, send us an email at Support@Crestwood.com.

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Mike

Filters & Permissions in Acumatica

This question came up from a customer recently, and it’s good one – so I wanted to share it. In Acumatica, on the GL entry screens and grids, users have the ability to create custom “Filters” which show as tabs across the top.   These filters can be shared with other Acumatica users.   However, by default, … Read more

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Mike

Fund Transfers in Acumatica

In the Acumatica Funds Transfers window, you can transfer funds from one cash account to another and include related service charges.  Additionally, you can view the details of the recorded funds transfers. Funds can be transferred between accounts denominated to different foreign currencies. The system performs currency conversion by using the base currency and the … Read more

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Mike

Creating Work Calendars in Acumatica

There are many instances when you need different calendars for various uses.  For example: A calendar assigned to contract templates Work calendars for 3rd party add-ons for JAMS (Manufacturing) & Payroll Here’s how: Go to:  Organization > Organization Structure > Configure > Work Calendar Once here, this form has common buttons in the toolbar are … Read more

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Mike

Creating a Company Tree

When setting up your Acumatica system, you need to make sure you set up a Company Tree.  Why?  Acumatica uses a hierarchy system for escalating items that need approval; such as: Time cards Requests Requisitions Sales orders Purchase orders This hierarchy system in Acumatica is based on the order of groups specified by the tree … Read more

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