From the Acumatica S130 course, Data Retrieval and Analysis, you learn that “a tabular report is a report that displays information from the database in a format consisting of multiple columns and rows.” You can use a tabular report, for example, to see a breakdown of your sales by Customer and Inventory Item Class. In … Read more
Category: Acumatica
Steps to Consider Prior to Customizing the Acumatica Portal
Acumatica is easily customizable; however, there are some important factors to consider before you start making all those changes. When it comes to making certain changes that affect the logic behind the system, or user interface changes to the Acumatica Portal, there are several things to consider and keep in mind. The Acumatica portal has … Read more
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
Tracking Opportunities & Revenue Forecasting in Acumatica
It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more
Acumatica: New Release – 2018 R2 & Ranked Highest in Usability
Acumatica has proven their commitment to their customers again, this time two – fold. New Release – Acumatica 2018 R2 First, with their recent release of Acumatica 2018 R2, Acumatica took ideas submitted by end-users and developed them into enhancements and tools in this new release. These new features address three specific areas: Customer … Read more
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
Add a New Data Field to a Form in an Acumatica Screen
Adding a new data field to various forms in Acumatica is usually simple and quick. The system gives you countless options to choose from, with the ability to arrange them in whatever order is most intuitive for your company. But what if there is a specific field you need on a form that isn’t … Read more
Introducing Acumatica’s Construction Edition
I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more
Site Map Conflicts in Acumatica When Moving Generic Inquiries
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
How to Find the Fields You Need for Your Acumatica Report
Something we have all probably struggled with is finding which fields to use on our report in Acumatica. As an Acumatica developer, I’ve learned lots of time-saving tricks. Here’s the quickest way to find the field you need: Use the inspect element to bring up the field name in the Element Properties window. How to … Read more
How to Make Video Help Files in Acumatica
If a picture is worth a thousand words, then what is a video worth? A lot, as it turns out! I am an ERP developer, not a writer, yet I used to spend a lot of time writing instructions or explaining concepts in lengthy documents. I’ve moved away from writing and have found it’s easier … Read more
How To Add Columns to a Screen in Acumatica (Even if the field isn’t in the list to add)
No, you don’t need a developer to add fields to a screen. Even if the field you want isn’t in the customization list, you can still add it. We recently had a client who needed the ability to sort on the status of their fixed assets. The problem was, there was no Fixed Asset Status … Read more
Two Options for Recurring Transactions in Acumatica
The Recurring Transactions function in Acumatica is just one of the ways that this system helps automate your processes. For repetitive transactions that occur on a regular basis, you can create a schedule and add it to a batch (or multiple batches) or a journal entry. This eliminates the need to pull each transaction one … Read more
Create a Custom Button to Launch an Acumatica Screen Pre-Loaded with a Record
Here’s a great time-saving project I recently did. I had a customer who wanted a button on a screen in their Acumatica system to launch the Journal Entry window. Not only did it launch the window, they wanted that screen loaded with data provided from the source page of the button. So, I built a … Read more
Dashing to Dashboards in Acumatica
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
Acumatica PXCheckUnique
I was working on a client project in Acumatica and stumbled across the PXCheckUnique attribute. This handy attribute allows the system to ensure that field values are unique that aren’t a part of the unique key defined for the table. PXCheckUnique Allows you to control unique values in a grid for a specified set of … Read more
Reclassifying Batches in Acumatica
Do you have batches where one line that is recorded to a wrong account, subaccount, or branch? You probably don’t want to reverse the whole transaction to fix it. In Acumatica, using the Reclassify action allows you to change the one line of a batch that needs to be fixed, instead of Reversing the whole … Read more
The Acumatica Mobile App: Access Acumatica On-the-Go
Did you know that Acumatica has a mobile app that you can use on your phone or tablet? It comes with your license at no additional charge! Yes, that means FREE. This tool can be valuable to you and your team and it is easy to access and setup. How to Setup the Acumatica Mobile … Read more
Setting Up QTD Reports in ARM for Acumatica
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 Dashboards Made Easy
Dashboards can be a powerful reporting tool, based on any information within the Acumatica system. They are visually pleasing and easy to see the data important to you. Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind. You can also configure several different dashboards and they … Read more
Acumatica – 1099 Processing for Multi-branch Companies
Here’s a handy tip when processing 1099s for a company set up with multi-branches. By configuring a reporting only branch, you can prepare consolidated 1099 data for each vendor for a company with multiple branches in Acumatica. No transactions are posted to this consolidated branch. Its sole purpose is restricted to reporting data. In this … Read more
Tips & Tricks When Looking for Data in Acumatica
Recently, I had a customer who had some recent turnover. During our conversation, I realized they were missing out on some of the great, but basic, features when trying to find data in Acumatica. No matter your version of Acumatica, these awesome nuggets of information hold true for anyone. Acumatica Filters All the Inquiry screens … Read more
Acumatica 2017 R2 – Workspaces, Menus, and Other New Features
Have you taken a look at the newest version of Acumatica – 2017 R2? Here are some things I overheard from my team when they first got it. Where did that go? It used to be here. Wow, I didn’t know that existed! Sometimes, when a new version is released and the user interface gets … Read more
Understanding Multi-Currency vs. Financial Statement Translation
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