AugForums.com

An Acumatica User Group

Acumatica Summit 2026 – Day 2 Keynote (Seattle, WA)

by

Here are my notes from the Acumatica Summit 2026 Day 2 Keynote in Seattle, Washington. All opinions expressed are mine and mine alone. Starting off the Day 2 Keynote video that features footage from the Seattle Convention Center Summit Building where we're at this week. Also features a bunch of customers talking; love that! Ali Jani is the first to take the stage. I always get Steve Ballmer flashbacks when Ali runs on stage pumping his fists 😀 I never noticed the … [Read more...]

Acumatica Summit 2026 – Day 1 Keynote (Seattle, WA)

by

Here are my notes from the Acumatica Summit 2026 Day 1 Keynote in Seattle, Washington. All opinions expressed are mine and mine alone. John Case takes the stage to kick off Acumatica Summit 2026. 570,000 square feet in this new location at the Seattle Convention Center. We are here because we needed room to grow. I wonder how many years the contract is for 🤔 That's a pretty big audience. I wonder how big the attendance is this year. There are a couple hundred … [Read more...]

Acumatica AI Webinar Notes

by

Here are my notes from an Acumatica Webinar on April 17, 2025 which gave an update on all of the AI things that they are working on. I'm about to start this webinar on Acumatica AI: Transforming ERP for the Intelligent Business Era Webinar run by Stacey Reitz, Doug Johnson, and Miten Mehta What enables better performance in a company. First and foremost is data. Data enables Insights and Forecasting Other stuff is important too Not AI that is … [Read more...]

Acumatica Summit 2025 Postgame Show

by

I'm doing the Acumatica Summit 2025 Postgame Show with Salina and Daniel from Strategies Group to digest what we learned at Summit. My notes from the Day 1 Keynote My notes from the Day 2 Keynote My notes from the Partner Session I typically overprepare for things so I know that we probably won't be able to get to all of this, but below are the things that I'm prepared to highlight. Tim's "grab bag" of highlights: … [Read more...]

Acumatica Summit 2025 – Day 2 Keynote (Las Vegas, NV)

by

Acumatica Summit 2025 in Las Vegas, Nevada. Here are my notes from the Day 1 Keynote which I took on Twitter as usual. Recordings from both Keynotes My notes from the Day 1 Keynote Getting ready to start the Day 2 Keynote #AcumaticaSummit Congrats Team 4 for winning the Hackathon #AcumaticaSummit Customer Stories #AcumaticaSummit Covering the Day 1 Takeaways #AcumaticaSummit We'll hear a lot more about AI today #AcumaticaSummit 11 teams … [Read more...]

Acumatica Summit 2025 – Partner Session (Las Vegas, NV)

by

Acumatica Summit 2025 in Las Vegas, Nevada. Here are my notes from the Partner Session which I took on Twitter as usual. 2025 Partner Award Finalists My notes from the Day 1 Keynote My notes from the Day 2 Keynote Waiting for the partner session to start "The most amazing partner ecosystem on the planet" #AcumaticaSummit VARs and ISVs who joined the ecosystem in 2024 #AcumaticaSummit In 2024, 28% growth in software revenue #AcumaticaSummit 11% … [Read more...]

Acumatica Summit 2025 – Day 1 Keynote (Las Vegas, NV)

by

Acumatica Summit 2025 in Las Vegas, Nevada. Here are my notes from the Day 1 Keynote which I took on Twitter as usual. Recordings from both Keynotes My notes from the Day 2 Keynote Finally, eardrums get a rest #AcumaticaSummit My definition of performance is how fast it takes for Acumatica to store data after I press the Save button #AcumaticaSummit Athletes use data and surround themselves with people and systems to help them achieve performance … [Read more...]

Stuff for Acumatica Summit 2025

by Leave a Comment

Acumatica Summit 2025 starts in three days. I'd like to share with you some useful things related to Summit. Below are 4 things for you related to Acumatica Summit 2025. I hope you find them useful. Sincerely,Tim Rodman 1. The map in the event mobile app is kind of grainy and it's hard to read the room names so here's a more detailed map that you can zoom in on and read the room names. Note that the bulk of the map is one floor, but the two areas on the top are the upper floor and … [Read more...]

AugRoundtable Preamble

by Leave a Comment

Here is the Preamble for an Acumatica User Group gathering that follows a No-Presentation Roundtable format. I've been getting into Acumatica User Group gatherings a lot more lately, thanks to my role at TRAILD.Click here to learn more about TRAILD For an Acumatica User Group gathering, I use a No-Presentation Roundtable format: At the start of Group Time, I read the following 15 quotes from the bookCommunity – The Structure of Belonging by Peter Block. At the start of an … [Read more...]

Generic Inquiry Class last week in Columbus, Ohio

by Leave a Comment

Last week was a success! 10 people made the trip to Columbus, Ohio. Now that I've done it once, I know that I can do it again. Last week was a success! 10 people made the trip to Columbus, Ohio for my 2 day class on Building Generic Inquiries & Pivot Tables in Acumatica.I used the same content that I developed for AUG Summit 2022 in Atlanta (and that content was taken from my video training course), but I added in some additional exercises for OData with Excel, Business Events with … [Read more...]

My New Adventure with Traild Software Part 1

by Leave a Comment

Starting today, I'm working with Traild Software, an Accounts Payable Automation solution for Acumatica. Read on to find out why... Welcome to My New Adventure with Traild, Part 1 in this 6 part series. You can check out all 6 parts in this series by going towww.AugForums.com/Traild Back in the Spring of 2023, an opportunity landed in my lap with an Acumatica Customer here in Columbus Ohio. They had just implemented Acumatica and a couple of other systems, they had a lot of … [Read more...]

How my Generic Inquiry Course this Fall compares to the S130 Course

by Leave a Comment

I'll be teaching my course on Building Generic Inquiries and Pivot Tables in Acumatica this Fall in Columbus, Ohio. If you want to learn how to Build Generic Inquiries and Pivot Tables in Acumatica, then come join me on Tuesday, September 10th and Wednesday, September 11th in Columbus, Ohio. In my experience, Generic Inquiries are one of the most underutilized areas in Acumatica. And that's a shame because Generic Inquiries are the foundation for Pivot Tables, Dashboards, Business … [Read more...]

Generic Inquiry Course in Columbus, Ohio this Fall

by Leave a Comment

I'll be teaching my course on Building Generic Inquiries and Pivot Tables in Acumatica this Fall in Columbus, Ohio. At this point, over 100 people have taken my video training course on Building Generic Inquiries & Pivot Tables in Acumatica. I put a lot of thought into developing that course and it took me about 2 months of work, spread out over a couple of years, to come up with something that I was satisfied with. And, based on all of the positive feedback that I've received … [Read more...]

Why Reporting is Better with SQL in Acumatica

by Leave a Comment

Generic Inquiries in Acumatica are great, but sometimes you need more.That's when you need SQL in Acumatica. Thank you to everyone who attended the Acumatica Summer Workshop and thank you to Amiee Keenan for organizing it. My Why Reporting is Better with SQL in Acumatica session covered an introduction to SQL, why I think SQL is a tool for Business Users (not just Developers), and practical examples of SQL in action. When I was asked during the session when to use SQL instead … [Read more...]

Acumatica ERP Transactions

by 2 Comments

Acumatica is licensed by Transaction Volume(Commercial Transactions and ERP Transactions)Is that good? Is that bad? Well, it depends... I'm creating a dedicated page for this to document my learning journey as I try to better understand Acumatica's ERP Transactions vs. their Commercial Transactions. You can leave a comment on the bottom of this page with your findings as you move along this journey so we can compare notes as we all go along this journey together. This is not a … [Read more...]

Independent Acumatica Consulting Update

by Leave a Comment

I've been working with Acumatica since 2013. Here's an update about my journey as an Independent Acumatica Consultant. I’d like to give you an update on my journey as an Independent Acumatica Consultant. I've been involved with Acumatica since 2013, working in implementation roles, first as an Acumatica employee and then as an employee at two different VARs. Since November 2020 though, I've been independent, running everything through my Aug Forums LLC. So, my Independent … [Read more...]

Acumatica Roundtable Discussions 2.0

by Leave a Comment

Interested in having Acumatica Roundtables discussions? Checkout my latest idea for how to facilitate this. Last month I sent out an idea for how to have Acumatica round table discussions virtually. The idea was to have people leave a voicemail and then I’d combine those voicemails into a podcast episode that everyone could listen to. But, I said that I would only publish the podcast episode if I received at least five voicemails. Well, I did receive 1 voicemail, but I fell 4 … [Read more...]

Acumatica GI Library Announcement

by Leave a Comment

Here's an update about my GI Library (click here), a Library of Sample Acumatica Generic Inquiries that you can download. I'd like to announce that my GI Library is now available for purchase separately from my video training course on Generic Inquiries and Pivot Tables in Acumatica. The GI Library is a library of sample Generic Inquiries that you can download and install in your Acumatica environment. Up until now, the Building Generic Inquiries and Pivot Tables video training … [Read more...]

Acumatica Roundtable Discussions with Voicemail

by Leave a Comment

You can participate in a virtual Acumatica Roundtable Discussion by leaving me a voicemail. I'll publish the voicemails as a Podcast episode. One thing that I picked up from the Acumatica Summit this year was that there's an appetite for more opportunities to have Roundtable Discussions with other Acumatica users. I've got a few ideas about how to help more of these discussions to happen virtually. But this post is just about one of those ideas. First, some … [Read more...]

Tim Rodman at Acumatica Summit 2024

by Leave a Comment

Tim Rodman at Acumatica Summit 2024, doing 1-2 audio-only interviews for the AugForums.com Real Talk Acumatica Podcast. At Acumatica Summit 2024, I'll be doing 1-2 minute audio-only interviews,asking people one simple question: What is something that you would like to share with the Acumatica Community? Note: I have no contractual relationship with Acumatica and I like to "keep it real" so it doesn't matter to me if the "something" that you'd like to share with the Acumatica … [Read more...]

Acumatica Summit 2023 – Workflow: Low-Code, No-Code Customizations (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from the Workflow: Low-Code, No-Code Customizations session which I took on Twitter as usual. My notes from Before the Keynotes My notes from the Day 1 Keynote My notes from the Developer General session My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session My notes from the Reporting: Confessions of Novices and Experts session My notes from the Day 2 Keynote … [Read more...]

Acumatica Summit 2023 – Day 2 Keynote (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from the Day 2 Keynote which I took on Twitter as usual. My notes from Before the Keynotes My notes from the Day 1 Keynote My notes from the Developer General session My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session My notes from the Reporting: Confessions of Novices and Experts session My notes from the Workflow: Low-Code, No-Code Customizations session … [Read more...]

Acumatica Summit 2023 – Reporting: Confessions of Novices and Experts (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from the Reporting: Confessions of Novices and Experts session. My notes from Before the Keynotes My notes from the Day 1 Keynote My notes from the Developer General session My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session My notes from the Day 2 Keynote My notes from the Workflow: Low-Code, No-Code Customizations session … [Read more...]

Acumatica Summit 2023 – The New Acumatica UI, .NET Core, and xRP Framework Migration (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from The New Acumatica UI, .NET Core, and xRP Framework Migration session. My notes from Before the Keynotes My notes from the Day 1 Keynote My notes from the Developer General session My notes from the Reporting: Confessions of Novices and Experts session My notes from the Day 2 Keynote My notes from the Workflow: Low-Code, No-Code Customizations session … [Read more...]

Acumatica Summit 2023 – Developer General Session (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from the Developer General Session which I took on Twitter as usual. My notes from Before the Keynotes My notes from the Day 1 Keynote My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session My notes from the Reporting: Confessions of Novices and Experts session My notes from the Day 2 Keynote My notes from the Workflow: Low-Code, No-Code Customizations session … [Read more...]

Acumatica Summit 2023 – Day 1 Keynote (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from the Day 1 Keynote which I took on Twitter as usual. My notes from Before the Keynotes My notes from the Developer General Session My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session My notes from the Reporting: Confessions of Novices and Experts session My notes from the Day 2 Keynote My notes from the Workflow: Low-Code, No-Code Customizations session … [Read more...]

Acumatica Summit 2023 – Before the Keynotes (Las Vegas, NV)

by

Acumatica Summit 2023 in Las Vegas, Nevada. Here are my notes from before the Keynotes which I took on Twitter as usual. My notes from the Day 1 Keynote My notes from the Developer General Session My notes from the The New Acumatica UI, .NET Core, and xRP Framework Migration session My notes from the Reporting: Confessions of Novices and Experts session My notes from the Day 2 Keynote My notes from the Workflow: Low-Code, No-Code Customizations session … [Read more...]

AUG Summit 2023

by 2 Comments

AUG Summit 2022 was awesome. I know because I was there. Will there be an AUG Summit 2023? Short answer: it depends on Acumatica. Apparently the AUG Summit 2022 event back in September that I attended (along with 140+ other people) got noticed by Acumatica. Checkout the AUG Summit 2023? section on the bottom of this blog post from Joel Gress for some interesting information. This blog post was put together by Joel Gress who was the driving force behind AUG Summit 2022. Here are … [Read more...]

AUG Summit 2022 Recap

by

AUG Summit 2022 took place September 12-14, 2022 in Atlanta, Georgia. Around 150 people attended and the event was a smashing success. Click here for a recap post on the SWK blog 🎉 Well, that's a wrap. AUG Summit 2022 is officially over. Thank you Joel Gress, Antonio Carrion, Courtney Pollock, Kaylee Franzen, Megan Perry, Sharon Conkey, CPA, MBA, Mark Meller, and the rest of the SWK Technologies, Inc. team for all of your hard work to plan … [Read more...]

Acumatica User Group Pictures

by

A picture is worth a thousand words. So, even though I've written and podcasted tons about Acumatica User Groups, this post is just pictures. October 08, 2024 - Detroit, Michigan September 11, 2024 - Salt Lake City, Utah September 22, 2022 - Seattle, Washington September 14-15, 2022 - Virtual (acuCONNECT 2022) September 12-14, 2022 - Atlanta, Georgia (AUG Summit 2022) August 25, 2022 - Columbus, Ohio August 2022 - Indianapolis, … [Read more...]

AUG Ohio Gathering #3

by

AUG Ohio Gathering #3 took place in Columbus, Ohio on Thursday, August 25, 2022. Want to start an Acumatica User Group in your area? Last night we held our 3rd AUG Ohio gathering for Acumatica users in the Columbus, Ohio area. For details about what we did, you can read more ⬇ 🥪 Thank you Jeremy Burt and Paya for sponsoring the food. Looking forward to working on ideas together for future gatherings. 🚗 Neil Slabaugh and Mike Leedy drove all the way from Northern Indiana and Jeff … [Read more...]

AUG Summit 2022

by

AUG Summit 2022 takes place in September 2022. I'm using this post to explain why I'm attending and why I think you should attend too. I'm writing this post to explain why I'm going to AUG Summit 2022 and why I think you should go too. AUG Summit 2022 takes place September 12-14, 2022 in Atlanta, Georgia. Here is a brief outline of the 3 days: Day 0 (Sunday) 05:00pm - 08:00pmMix and mingle reception with beer, wine, and appetizers Day 1 (Monday) 08:30am - 09:00pmMost … [Read more...]

Acumatica Customer Bill of Rights

by

Given all of the recent inflation news, I thought it would be interesting to preserve the Acumatica Customer Bill of Rights (with 3%). Inflation is currently wreaking havoc on the economy. The price of everything seems to be going up. When compared year over year, inflation in many areas is double digits. What about the pricing for Acumatica? Jon Roskill, the previous CEO at Acumatica, put together the Acumatica Customer Bill of Rights. I'm reproducing the Acumatica Customer … [Read more...]

AUG Ohio Gathering #2

by

AUG Ohio Gathering #2 took place in Columbus, Ohio on Wednesday, May 18, 2022. Want to start an Acumatica User Group in your area? Tonight we held our 2nd AUG Ohio gathering for Acumatica users in the Columbus, Ohio area. 🚗 Mike Mahannah even drove all the way up from Cincinnati. 🥪 Thanks to Mark Skelly, Mike Mahannah, and Kaitlin Burt from Pacejet, a division of 3Gtms, LLC. for sponsoring the food. Nice touch allowing everyone to place their own individual Panera order ahead of … [Read more...]

Unpausing Social Media

by

Dear Acumatica Community, I'm unpausing my social media activity (LinkedIn and Twitter). And here is an explanation of why. April 11, 2022 Dear Acumatica Community, Because my social media posts on LinkedIn and Twitter are about Acumatica, this post is also about Acumatica. This doesn’t mean that I don’t care about other things. It simply means that my focus is on Acumatica when I post on LinkedIn and Twitter. Back on March 1st, over a month ago (click here), I decided to pause … [Read more...]

AUG Ohio – May 18, 2022

by

Tonight we held our 2nd AUG Ohio gathering for Acumatica users in the Columbus, Ohio area. Acumatica User Groups are back in business. Tonight we held our 2nd AUG Ohio gathering for Acumatica users in the Columbus, Ohio area. Read on to get ideas for starting an Acumatica User Group in your area. Acumatica User Groups are a great way to connect with Acumatica users locally, but anyone is welcome to travel to attend as well. 🚗 Mike Mahannah drove all the way … [Read more...]

Pausing Social Media

by

Dear Acumatica Community, I'm pausing my social media activity (LinkedIn and Twitter). For now. And here is an explanation of why. March 01, 2022 Dear Acumatica Community, Note: I’m avoiding the names of countries and politicians to keep Google from indexing this post for searches related to Acumatica and a country that starts with the letter "r". First, I wanted to let you know that I’m pausing my social media activity. For now. I could change the content, add certain … [Read more...]

AUG Ohio Gathering #1

by

AUG Ohio Gathering #1 took place in Columbus, Ohio on Thursday, February 24, 2022. Want to start an Acumatica User Group in your area? Interested in an Acumatica User Group in your area? Last night we held the inaugural AUG Ohio gathering in Columbus, Ohio. This was the first in-person Acumatica User Group gathering since the pandemic began in 2020 (at least as far as I know). Two additional people showed up after we took the picture above, bringing our total to 10 … [Read more...]

The Wyatt.ERP Technique for Generic Inquiries

by

Acumatica Generic Inquiries are very powerful. Learn the Wyatt.ERP Technique to make them even more powerful in your organization. What is the Wyatt.ERP Technique for Generic Inquiries in Acumatica? I call it the Wyatt.ERP Technique because Wyatt.ERP (click here) is the person on AUGForums.com that I learned this technique from. His username is a clever play on the famous Wyatt Earp lawman in the Old American West. WANTED DEAD OR ALIVE: Tricky problems that you don’t think … [Read more...]

Thank You Jon Roskill

by

Acumatica Names John Case as New Chief Executive Officer. Jon Roskill transitions to an advisory role for EQT Partners. Press Release from February 16, 2022:https://www.acumatica.com/corporate-newsroom/press-releases/acumatica-names-john-case-as-new-ceo Note: This post below is a copy of a post I made on LinkedIn which you can see by clicking the following image: Dear Jon Roskill, Thank you for 8 years as CEO of Acumatica. You took Acumatica from a position of relative … [Read more...]

Acumatica Summit 2022 – 18 Video Interviews

by

Acumatica Summit 2022 in Las Vegas, Nevada. I did a bunch of video interviews and streamed them live. You can find the interview recordings below. Click here for my notes from the Acumatica Summit 2022 Day 1 Keynote Click here for my notes from the Acumatica Summit 2022 Day 2 Keynote Below are 18 video interviews that I did during Acumatica Summit 2022. All interviews were broadcast on YouTube Live, some were broadcast live on LinkedIn (until I ran into a limit), and some were … [Read more...]

Acumatica Summit 2022 – Day 2 Keynote (Las Vegas, NV)

by

Acumatica Summit 2022 in Las Vegas, Nevada. Here are my notes from the Day 2 Keynote which I took on Twitter as usual. Click here for my notes from the Acumatica Summit 2022 Day 1 Keynote Click here for my 18 video interviews from Acumatica Summit 2022 … [Read more...]

Acumatica Summit 2022 – Day 1 Keynote (Las Vegas, NV)

by

Acumatica Summit 2022 in Las Vegas, Nevada. Here are my notes from the Day 1 Keynote which I took on Twitter as usual. Click here for my notes from the Acumatica Summit 2022 Day 2 Keynote Click here for my 18 video interviews from Acumatica Summit 2022 … [Read more...]

Acumatica Inventory Aging Report

by

Are you looking for an Inventory Aging report in Acumatica? Here is one way that you can build one using a Generic Inquiry. Does Acumatica have an Inventory Aging report? Well, not out-of-the-box, but we can build one. Acumatica does have the Inventory Valuation (IN615500) report which looks like this: But, what if we want to see the Total Cost broken out between different Aging Buckets? 30 days, 60 days, 90 days, etc. We can list the aging buckets as separate … [Read more...]

Excel Talk

by

Please leave us a message that we can respond to on our next broadcast:1-833-EXCEL-TALK1-833-392-3582Click here if you'd like to send us an Excel file as well * All times are US Eastern TimeEDT = UTC-04:00 (2nd Sunday in March thru 1st Sunday in November)EST = UTC-05:00 (1st Sunday in November thru 2nd Sunday in March) … [Read more...]

Unseen List

by

The Unseen List is a way to easily monitor all of the posts made in the forums without overloading your Inbox with email notifications. Some people (like me) don't want to miss any of the Discussion Topics here on AUG Forums. If you'd like to use the method that I use to ensure that you "see" every Discussion Topic, read on because I'm going to share my method with you. The "Unseen List" is the list of Discussion Topics that contain at least one Post that you haven't "seen" yet. … [Read more...]

Acumatica Consultants and Fishing Villages

by

To all you of Acumatica consultants out there. Things are booming. Acumatica has taken off like a rocket and we're all scrambling to keep up with the demand. That's the nature of consulting. When it rains it pours. It seems like you're either "really busy" or "really not busy". There are some dark clouds on the horizon with the recent dip in the stock market, but for now things are busy. All of this busyness reminds me of the story on the bottom of this post. When I worked at … [Read more...]

Customization Development Best Practices – Summit 2018

by

https://twitter.com/TimRodman/status/958419038920691718 https://twitter.com/TimRodman/status/958419193526980609 https://twitter.com/TimRodman/status/958419270207266821 https://twitter.com/TimRodman/status/958419674181591041 https://twitter.com/TimRodman/status/958419992650842114 https://twitter.com/TimRodman/status/958420338764910593 https://twitter.com/TimRodman/status/958420749408243718 https://twitter.com/TimRodman/status/958421095639601154 https://twitter.com/TimRodman/status/95842121 … [Read more...]

Connecting Clouds With Web Services – Summit 2018

by

This is the third Acumatica Web Services session I've been to over the past 12 months. And each time there are many new improvements to cover. It's pretty cool to watch Acumatica evolve so rapidly in this area. My highlight in this session was seeing Microsoft Flow work with OAuth. … [Read more...]

Acumatica Summit 2018 Hackathon

by

I got to participate in the Acumatica 2018 Hackathon. Here's a little bit about what it was like. It was a lot of fun and I'd recommend it to anyone who uses Acumatica, who knows how to write Acumatica customization code, or who wants to spend quality time with other people in the Acumatica Community. … [Read more...]

Acumatica Financial Report with Dynamic Number of Period Columns

by

Create a Financial Report in Acumatica with a dynamic number of period columns. This example assumes that your columns are separate months in the same year. … [Read more...]

How Dashboards Work in Acumatica

by

Creating Dashboards in Acumatica can seem tricky at first. Hopefully this post will help to remove some of the fear and mystery surrounding how they work. … [Read more...]

Acumatica Financial Report Change Email Notifications

by

Get email notifications when your Financial Reports change in Acumatica. This is especially useful when you have multiple people working on them together. … [Read more...]

Getting Started with Acumatica and Power BI

by

Are you wondering how to get started with Acumatica and Power BI? There are a few low hurdles that you need to overcome. Checkout this post and video. … [Read more...]

January 2016

by

Dear Reader, Welcome to the fourteenth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. Acumatica Summit 2016 At the beginning of the month I went down to Florida for Acumatica Summit 2016. This was my first software conference and I made a lot of rookie mistakes like: Going into the week sleep deprived Expecting to run into people (there were over 600) instead of making arrangements ahead of time with specific people that I wanted to meet Next … [Read more...]

Acumatica Summit 2016 – From Data Hell to Bliss

by

Hello and thanks for attending my session at Acumatica Summit 2016 entitled: From Data Hell to Bliss: Getting the Most Out of Your Acumatica Data … [Read more...]

December 2015

by

Dear Reader, Welcome to the twelfth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. Acumatica and Power BI Webinar On December 10th, I got to participate in a Microsoft Power BI webinar that showcased the combination of Acumatica and Power BI. I gave a 30 minute demo in the second half of the webinar. To view the demo, click here and scroll to the 25 minute mark. It was a fun experience to see behind-the-scenes how Microsoft puts on a webinar … [Read more...]

November 2015

by

Dear Reader, Welcome to the eleventh issue of the Acumatica Reports Newsletter. This email normally goes out on the last day of every month, but I'm a little late this month because I was recovering from eating too much turkey. Blog on Pause After much debate, I decided to press the pause button on the blog. For more about that decision, click here. Although the blog is on pause, I plan to continue this monthly newsletter. I'm not exactly sure how, but I will do my best. Acumatica Power BI … [Read more...]

October 2015

by

Dear Reader, Welcome to the tenth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. I'll keep it short... The month of October flew by, but it was enough time to make my decision on whether or not to continue blogging at augforums.com. Look for a post this coming Wednesday on the blog about what I decided to do and why. Some Statistics This month 1 new person subscribed to the newsletter, bringing the total number of subscribers to 81. This … [Read more...]

An Announcement (Part 2)

by

Seven weeks ago I started working for Acumatica. During the past seven weeks, I have been considering whether or not to continue posting on this blog. I have a lot of ideas for posts (some written down, some in my head), but I wanted to see how the first seven weeks would go as an Acumatica employee before deciding whether or not to continue blogging here. Here is what my Evernote blog post ideas document looks like at the moment: Power BI Top 5 Customers by Revenue Creating a data … [Read more...]

September 2015

by

Dear Reader, Welcome to the ninth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. I became an Acumatica employee on September 17th. This is a BIG change for me. To read more about it, click here (if you could respond to the two questions on the bottom of the post, that would help me a lot). Because of this change, I will be hibernating on the blog for the whole month of October before I even consider whether or not to continue the blog going … [Read more...]

A Landed Cost Report in Acumatica

by

Guest post by Haibin Zhou Quick intro from Tim: I first saw Haibin's posts on LinkedIn sometime last year. He is an independent ERP consultant in China and he does Acumatica development work, including creating reports like the one that he takes us through below. Take it away Haibin! Note: This posted originally appeared on LinkedIn and is reposted here with Haibin's permission A Landed Cost Report in Acumatica … [Read more...]

Acumatica – Fiscal Year Monthly Analysis Report by Salesperson or by Inventory Item or both (On Demand)

by

Guest post by Robert Lightner Quick intro from Tim: Robert Lightner (like Brade Kostreva last week) is one of a growing number of Acumatica users who have been using the product and really like what they see. So much so that they do crazy things like writing posts on their own time to share with other Acumatica aficionados. What we are witnessing here is a grassroots community that is forming before our very eyes. Speaking of community, Robert has expressed interest in starting an Acumatica … [Read more...]

Of Acumatica and Power BI – A Tale Loosely Inspired by the title of a classic novel by John Steinbeck (Guest Post)

by

Guest post by Brad Kostreva Quick intro from Tim: I was thrilled when Brad asked me last month about doing some guest posts here on the blog. We first connected about a year ago through the blog and have kept in touch ever since. I mentioned him recently on the bottom of the What is Power BI post. Unlike me, an Acumatica reporting hobbyist, Brad is actually using Acumatica, Excel, and Power BI in the real world. I'm looking forward to hearing his real world experiences in this and future … [Read more...]

August 2015

by

Dear Reader, Welcome to the eighth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. The weather has been beautiful here in Columbus this month. Lots of sunny days with white puffy clouds slowly moving across the sky. We have been able to take a good number of trips to the local pool and the Columbus zoo. Ohio State started this week so I made sure to stay away from our local Target because it was full of parents making sure that their kids' dorm … [Read more...]

An Announcement

by

Tomorrow, September 17th, I will become an employee of Acumatica, filling the ERP Solutions Consultant position in the Columbus, OH office. I announced this on LinkedIn last week Acumatica has been a fun side project / hobby for me since April 30th, 2013. But I'm happy that I will now be working with it full-time. Of course, I'm also happy that I will now be getting paid too :) Am I Excited? … [Read more...]

July 2015

by

Dear Reader, Welcome to the seventh issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. I spent the entire month of July in Southern California with my wife and two kids visiting family. I work remotely so I was able to continue working from California without burning too much vacation time. It was a little challenging to start work at 5:30am instead of 8:30am every morning, but I got used to it. This Past Month This past month was all about Power … [Read more...]

What is Power BI?

by

Many of you have seen the news about Acumatica connecting to Power BI from a few months ago (click here, here, and here). Currently, Acumatica is the only ERP product listed on PowerBI.com: But Power BI is a fairly new thing and many people aren't exactly sure what it is. So, in this post I'll attempt to answer the question, "what is Power BI?" … [Read more...]

Try Excel Online For Free

by

The Current Excel Online Problem Three weeks ago we looked at using Excel Online to deliver your awesome Excel reports to people without them having to know that you made it in Excel. However, there currently is a problem with Excel Online. The problem is that there are actually different versions of Excel Online. There is a Free version, there is a Business version, and there is an Enterprise version. For more details, checkout this post by Mike Alexander (click here). I personally do … [Read more...]

June 2015

by

Dear Reader, Welcome to the sixth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. I have been enjoying the Summer weather here in Columbus, although it has been raining a lot. Hopefully July will bring more sun. My wife and I took our kids (1 1/2 and 3 1/2) camping for the first time this past weekend. They had a great time and so did we. Our son enjoyed getting muddy and throwing sticks into the campfire while our daughter enjoyed running around … [Read more...]

Excel Online Web App and Acumatica

by

Wow, I can't believe that it's been two months since my last substantial blog post! But it is Summertime and family activities take priority over the blog. We did some camping, made a trip to California to see family, and have generally been having a blast enjoying the nice Summer weather. Now it's time for a long overdue blog post. Two months ago we built a very simple example of a dashboard in Excel (click here). Since we built it from an Acumatica OData connection, we were able to … [Read more...]

Acumatica Most Popular in VAR 100

by

Accounting Today recently released their annual VAR 100 rankings. The VAR 100 lists the Top 100 Value Added Resellers, ranked by revenue. Click the link above to see the report. Included in the report is a one page summary of what happened this past year. I was very happy when I read the second paragraph (underline added for emphasis): Meanwhile, of the VAR 100 that partnered with new software providers, Acumatica was the most popular portfolio addition, with Intacct and NetSuite also … [Read more...]

May 2015

by

Dear Reader, Welcome to the fifth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. This Past Month Things are heating up over at augforums.com. The big news from last month has allowed me to begin focusing on Excel reporting with Acumatica data. I'm very passionate about this and it's fun to blog about it. Of course there is also Power BI reporting and I will get to that after a few more Excel-related posts. Whether it is Excel or … [Read more...]

Acumatica Out of the Box Reports – Two Year Journey (Updated)

by

The journey of a thousand miles begins with one step. - Lao Tzu The two year journey that I began on February 5th, 2015 has turned out to be only a 4 month journey. I have decided to stop posting a review of one of the out-of-the-box reports on Thursdays. Basically, I think that I have reviewed enough reports to become comfortable with the process and there is no need to continue. I will review more reports in the future on an "as needed" basis. However, I'm still glad that I started the … [Read more...]

Acumatica Standard Reports: CA Edit

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The CA Edit (CA612000) report in Acumatica shows you the transactions that have been entered through the Transactions (CA304000) screen and that are not On Hold and not Released. Screenshots Here are some screenshots from the report: … [Read more...]

Acumatica Standard Reports: Reconciliation Statement

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Reconciliation Statement (CA627000) report in Acumatica assists you went reconciling your bank accounts. You can see a list of the transactions that have not yet been reconciled in the period that you select. Screenshots Here are some screenshots from the report: … [Read more...]

Acumatica Standard Reports: Cash Account Details

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Cash Account Details (CA633500) report in Acumatica allows you to see the individual transactions in a cash account for a chosen date range. The Cash Account Summary (CA633000) report shows a summary of the transactions per day, but this report actually shows you each individual transaction. Screenshots Here are some screenshots from the report: … [Read more...]

Microsoft Excel Dashboards in Acumatica ERP

by

  Last week we built a very simple dashboard in Excel by connecting Acumatica data to Excel using OData. This week I have been super busy so I wasn't able to put together a video post. However, I did find a couple of helpful links that demonstrate the power of Microsoft Excel Dashboards in Acumatica ERP: … [Read more...]

April 2015

by

Dear Reader, Welcome to the fourth issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. Big News The big news that I mentioned last month (which wasn't supposed to come until May) ended up coming today. I did an extensive write-up on it and why I think that it's important: check it out This Past Month I added 8 posts to the blog this past month: Microsoft Excel and Power BI with OData GL Recurring Transactions Acumatica … [Read more...]

Acumatica Standard Reports: Cash Account Summary

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Cash Account Summary (CA633000) report in Acumatica gives you an overview of your cash situation. You can see the daily balance of each of your cash accounts along with a summary of the receipts and disbursements. Screenshots Here are some screenshots from the report: … [Read more...]

Building a simple Dashboard in Excel using Acumatica ERP OData

by

Easy to Use and Massive Community There is a reason that Microsoft Excel is the world's most popular BI reporting tool. It's easy to use and you can find tons how-to information online. If you aren't sure how to do something in Excel, just type your question into Google and the chances are that you will find an answer. Excel formulas are very powerful and there are myriads of ways that you can combine them together to create powerful calculations. … [Read more...]

Acumatica Standard Reports: GL Reversing Batches

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Reversing Batches (GL690010) report in Acumatica allows you to enter a batch and then see all the reversing entries that have been made against that batch, including their individual debits and credits. This isn't my favorite report, but I suppose it could come in handy when you aren't sure if there have been any reversing entries made against a … [Read more...]

Connecting to Acumatica data from Microsoft Excel

by

Update February 5th, 2017: Alas, the TryAcumatica.com links don't work anymore since that site has been taken down. So, I removed the links. Last Week Last week we took a look at how to build a simple Generic Inquiry screen in Acumatica. Then, at the very end, we checked a box to enable it for OData. Checking that box allows us to connect to the data in our Generic Inquiry screen using other applications, including the world’s most popular business intelligence application: Microsoft Excel. … [Read more...]

Acumatica Standard Reports: Open GL Documents

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Open GL Documents (GL656000) report in Acumatica allows you to view all the unposted GL documents in Acumatica. It's easy to forget about an unposted transaction. This report helps you to track them down and clean them up. Screenshots Here are some screenshots from the report: … [Read more...]

Creating an OData Connection by building a Generic Inquiry screen in Acumatica ERP

by

Two weeks ago I posted about why it’s such a big deal that Acumatica has connected to Microsoft Excel and Power BI via OData. But how do we tap into this new magic “power”? Everything begins with building a Generic Inquiry screen in Acumatica. In order to use an OData connection in Acumatica, you first have to build a Generic Inquiry screen. In this post, I’d like to walk through building a simple Generic Inquiry screen and enabling it for OData. … [Read more...]

Acumatica Standard Reports: GL Recurring Transactions Detailed

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Recurring Transactions Detailed (GL640500) report in Acumatica shows your recurring transactions that have been setup in the Recurring Transactions (GL203500) screen. It is very similar to the GL Recurring Transactions (GL641500) report except that it shows the individual debits and credits for each scheduled batch. Screenshots Here are some screenshots … [Read more...]

Acumatica Reports – Report Designer (5%) and Excel / Power BI (95%)

by

Last week I mentioned the recent announcement by Acumatica which connects Acumatica to Microsoft Excel, Power BI, Power Pivot, and Power Query. Then I made my case for why I think that Excel and the “Power” tools are a big deal. What about Report Designer? But where does the Report Designer in Acumatica fit into all of this? … [Read more...]

Acumatica Connects to Microsoft Excel and Power BI with OData

by

Update June 4th, 2015 - Checkout my guest post over at PowerPivotPro.com Update May 6th, 2015 - Checkout my guest post over at OData.org Hold onto your seats, the world’s fastest growing Cloud ERP software (Acumatica) is about to collide with the world’s most popular Reporting and Business Intelligence software (Microsoft Excel). Acumatica made the announcement this morning May 01, 2015 (click here) at Microsoft Build, the annual conference aimed at developers who use Microsoft’s next … [Read more...]

March 2015

by

Dear Reader, Welcome to the third issue of the Acumatica Reports Newsletter. This email goes out on the last day of every month. House Explosion We had a lot of excitement in our neighborhood this month. Two weekends ago I was taking a nap at home when, all of a sudden, I woke up to a loud noise. The whole house shook and my wife thought something big had landed on the roof. We went outside and quickly discovered that all the neighbors had heard the same thing. We all thought that a … [Read more...]

Acumatica Standard Reports: GL Recurring Transactions

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Recurring Transactions (GL641500) report in Acumatica shows your recurring transactions that have been setup in the Recurring Transactions (GL203500) screen. Screenshots Here are some screenshots from the report: … [Read more...]

Acumatica University – Now Available to All

by

Great news for Acumatica fans. There is a new website for Acumatica University and it's open to everyone. Joel Gress has a nice write-up about it (click here). To access, just go to AcumaticaOpenUniversity.com. I have to say that this move by Acumatica doesn't surprise me at all. It is consistent with the "we have nothing to hide" company culture that I have been observing since April 2013. Acumatica has an "open" philosophy. You can open any screen and see the code behind it without having … [Read more...]

Acumatica Standard Reports: GL Register Detailed

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Register Detailed (GL621000) report in Acumatica shows your all the batches in the system that have been Posted or Released, regardless of the module. The format of the report is almost exactly the same as the GL Edit Detailed report, except the GL Edit Detailed report shows batches that have not been Posted, Released, or Voided whereas the GL Register … [Read more...]

Acumatica Report Designer Training Course

by

Would anyone out there be interested in a comprehensive Acumatica Report Designer Training Course? I'm thinking about creating one... The Content The training course would be comprehensive, covering everything from beginner topics like "creating your first report" and "creating fields that use calculations" to advanced topics like "determining the proper DAC relationships" and "delivering embedded reporting with subreports and hyperlinks". … [Read more...]

Acumatica Report Reviews: GL Register

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Register (GL620500) report in Acumatica shows your all the batches in the system that have been Posted or Released, regardless of the module. This is the opposite of the reports that we looked at the past few weeks because it shows batches that HAVE been Posted or Released, not those that HAVE NOT been Posted or Released. Screenshots Here are some … [Read more...]

Acumatica Report Reviews: GL Edit Account Distribution

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Edit Account Distribution (GL611000) report in Acumatica shows your GL batches that have not been Posted or Released. It is similar to the GL Edit Account Distribution (GL611000) report that we looked at last week (click here), except that it shows the Batches underneath each Account instead of the Accounts underneath each Batch. Screenshots Here are … [Read more...]

February 2015

by

Dear Reader, Welcome to the second issue of the Acumatica ReportsNewsletter. This email goes out on the last day of every month which happened to be Saturday in both January and February. Jogging in the Cold Brrr it's been a cold Winter. I started jogging a few times a week which has been great, but some days very cold. I keep covered, but my nose gets pretty cold since I haven't figured out a good way to keep my face covered. I also have to be extra careful since the sidewalks are full of … [Read more...]

Acumatica Report Reviews: GL Edit Detailed

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Edit Detailed (GL610500) report in Acumatica displays your GL batches that have not been Posted, Released, or Voided. It is exactly the same as the GL Edit Summary (GL612001) report that we looked at last week (click here), except that it shows the individual debits and credits underneath each batch. Screenshots Here are some screenshots from the … [Read more...]

Acumatica Report Reviews: GL Edit Summary

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Edit Summary (GL612001) report in Acumatica displays your GL batches that have not been Posted, Released, or Voided. You have the option to include batches that are on hold if you want. Clicking on the hyperlink in the Batch Nbr. column will take you to the Journal Transactions (GL301000) screen for the batch that you clicked on. Screenshots Here … [Read more...]

Acumatica Report Reviews: GL Budget Edit

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Budget Edit (GL612001) report in Acumatica shows you the amounts that you have budgeted for each GL Account. You have to pick a Ledger and a Financial Year that you want to view and then the report shows you the following: Amount – The total amount that has been budgeted Distributed Amount – The amount that has been distributed to financial periods … [Read more...]

Acumatica Report Reviews: Transactions for Account

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Transactions for Account (GL633500) report in Acumatica allows you to see all the individual Journal Transactions that posted to a specific General Ledger Account. The General Ledger Account is required and you can only pick one so you can only look at one account at a time. If you want to look at more than one account at a time, you can use the Transactions … [Read more...]

January 2015

by

Dear Reader, Welcome to the first issue of the Acumatica Reports Newsletter. I plan to send these out at the end of every month with updates related to www.augforums.com. Go Bucks! Things got pretty crazy here in Columbus Ohio this month on January 12th when Ohio State crushed Oregon in the National Championship. I live 10 minutes from the student union so I jumped in my car with 2 minutes left in the game and drove past crowds of students while honking my horn. On the way back I had to take a … [Read more...]

Acumatica Report Reviews: Transactions for Period

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Transactions for Period (GL633000) report in Acumatica allows you to look at each General Ledger account and see all the individual Journal Transactions that posted to a financial period range that you get to specify. You get to see all the journal entry batches that were posted during the period range so you can easily explore the detailed general ledger … [Read more...]

Acumatica Report Reviews: Trial Balance Detailed

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Trial Balance Detailed (GL632500) report in Acumatica is very similar to the Trial Balance Summary report that we looked at last week (click here), but with one additional column added. The main difference is that the Trial Balance Detailed report shows a separate row for each Account/Subaccount combination whereas the Trial Balance Summary report only shows … [Read more...]

Acumatica Reporting Spotlight: Trial Balance Summary

by

This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The Trial Balance Summary (GL632000) report in Acumatica lets you view your Balance Sheet for a financial period of your choice. A Balance Sheet, or Trial Balance, is a very common report in an accounting system. You see the balance at the beginning of the period, any debits and credits that happened during the period, and finally the ending balance for the … [Read more...]

Acumatica Out of the Box Reports – Two Year Journey

by

UPDATE June 25th, 2015 - I have decided to stop this two year journey. For more on why, click here. I have decided to embark on what will likely be a two year journey to explore the out of the box reports in Acumatica. Each week I will post a review of one of the existing reports in Acumatica. This will be a long and sometimes tedious process, but I expect to learn a lot from it. … [Read more...]

Acumatica Report Designer – Report Versions

by

If you have had to manage an ERP system for a company, then you know how difficult it can be to keep track of your customized reports. While you are making changes to a report, you always think that you’ll remember what changes were being made and why. But as time rolls on, month after month, and year after year, the reports in your ERP system can become chaotic. When was that report changed last? Who requested the change? What changes were made? Was this report even customized or is it the … [Read more...]

Acumatica 5.0 Report Designer New Features

by

Have you been wondering if anything has changed with Acumatica Report Designer in Acumatica 5.0? Well, I have. So, I decided to install Report Designer 5.0 alongside Report Designer 4.2 to see if I could spot any differences. Then I opened them both next to each other: … [Read more...]

Acumatica .rps Versus .rpx File Types

by

If your user has the ReportDesigner role assigned to it, things can get a little confusing. First, check to see if you have the ReportDesigner role by going to Configuration –> User Security –> Manage –> Users (SM201010) and checking to see if the ReportDesigner role is checked like this: … [Read more...]

Building your first report in Acumatica Report Designer

by

Last week we covered how to login to Acumatica Report Designer (click here) so you can retrieve a report directly from the Acumatica ERP application. This week we’ll cover how to build a simple report from scratch that will display the list of our customers and run it from the Acumatica application. Step 1: Open the Acumatica Report Designer application After it opens, you should see a blank page like this. … [Read more...]

Logging in to Acumatica Report Designer

by

When I modify a report using the Acumatica Report Designer, I personally like to open the report directly from the server. Then I don’t have to download a copy and then upload my new version. However, when I first tried to use the File -> Open From Server… option, which looks like this: … [Read more...]

Acumatica Demo Environment: Try Before You Buy

by

    UPDATE - February 23, 2015 - Acumatica is now also available on Amazon Web Services (AWS) as an AWS Test Drive (click here). If you check out the link, you'll see that AWS Test Drive is a pretty exclusive club and it's really cool that Acumatica is a part of it. Are you considering Acumatica for your next ERP system? You can try out a fully functional Acumatica demo environment by going to: TryAcumatica.com You don’t even need to fill out any kind of “please contact me” form … [Read more...]

Acumatica: What Really Matters – Cloud ERP or Deployment Options?

by

There is a big movement in the ERP market these days involving Cloud ERP vs On-Premise ERP and every analyst out there is predicting big things for Cloud ERP. It seems like there are new Cloud ERP vendors popping up every day. Even the traditional ERP vendors are building Cloud products. Of course, the traditional vendors are pretending that they are moving their existing product into the Cloud, but the reality is that they have to build an entirely new product because the underlying technology … [Read more...]

My Acumatica Wardrobe Change: From “Acumatica Hobby” to “Acumatica Reporting Business”

by

Acumatica Hobby Up until today, this was my approach towards Acumatica: Last week was the 1.5 year anniversary for this blog and my personal Acumatica learning journey (click here). That milestone, coupled with a rejuvenating two week vacation, caused me to consider where I would like to go next. Up until now I have considered Acumatica to be a hobby. But, while on vacation, I decided to take this thing to the next level: from “Acumatica Hobby” to “Acumatica Business”... … [Read more...]

Back From Vacation and 1.5 Year Blog Anniversary

by

I had a great time on vacation in Southern California the past two weeks. We visited my side of the family in San Diego, then we stayed in San Diego for a few more days for my brother-in-law’s wedding. The wedding was in Mission Beach so we rented a beach house right on the boardwalk and stayed with my wife’s siblings and their kids. We had 8 adults and 8 kids in the house and it was a blast. Here we are eating dinner in the living room with the extended family: … [Read more...]

Acumatica and Windows Terminal Server

by

The title of this post is actually a joke because Acumatica doesn't utilize Windows Terminal Server. But I was reminded of that fact recently when someone at work was getting a windows error upon trying to login to our ERP software (Sage 500). The problem was that we use the remote application feature in windows terminal server so that when a person closes Sage 500, it doesn't actually close completely. The windows session continues to run in the background. … [Read more...]

Excel Reports: A Glimpse Into Future Acumatica?

by

Currently, you can’t build Microsoft Excel reports in Acumatica. However, if Acumatica implements OData in the future, this will become a possibility. In the meantime, I created a simple Excel report as an example of the powerful things that you can do with Excel. This report was built for Sage 500 and is being sold through The Report Store (click here), but it would look exactly the same for Acumatica if the OData option is included at some point. So, maybe this is a glimpse into future … [Read more...]

Acumatica LIFO Inventory Valuation

by

This week I started the Distribution courses in Acumatica University and I’m having a great time! It’s nice to be out of the technical courses and back into learning more about the application functionality. The first course up in Distribution is called D100 Inventory Management: Basic and it walks you through the Inventory module. I’m still making my way through, but I couldn’t help notice that the LIFO inventory valuation method seems to be missing in the Stock Items (IN202500) screen. … [Read more...]

Ask an Acumatica Question

by

I added a new button to the blog called Ask a Question. My hope is to receive questions highlighting real-world problems that people are trying to solve with Acumatica. Nothing helps me learn better than real-world examples. So fire away! I can’t promise an answer, but I can promise a response, maybe even in the form of a blog post. Questions help take me down the byways on my Acumatica road trip (click here). … [Read more...]

Acumatica Customization Engine and Acumatica Web Services

by

Last night (technically early this morning) I finished the S400 Introduction to Acumatica Technology course. This course mainly focused on two things: the Customization Engine and Web Services. It feels a lot like climbing into the cockpit of an airplane. There are lots of options to choose from. … [Read more...]

Acumatica Excel Reporting–Two Options–BizNet BizInsight vs. Solver BI360 (part 2 of 2)

by

Last week (in part 1 of 2), I covered why I think BizNet BizInsight and Solver BI360 are important for Acumatica (click here). I currently work for a company that uses Sage 500 ERP and we were looking for an Excel-based reporting solution (BizNet BizInsight and Solver BI360 have the same functionality for Acumatica that they have for Sage 500 ERP). A colleague and I sat through demonstrations of both products and asked lots of questions. Based on that process, we chose Solver BI360 over BizNet … [Read more...]

Acumatica Excel Reporting–Two Options–BizNet BizInsight vs. Solver BI360 (part 1 of 2)

by

In this post (part 1 of 2), I’d like to cover why I think BizNet BizInsight and Solver BI360 are important for Acumatica. Next week, I’d like to give my opinion on which one I personally think is better and 5 reasons why. First, some background … [Read more...]

Acumatica Document Management, Integration Services, and System Management

by

Recently I completed three courses in Acumatica University: S125 Document Management, S200 Integration Services, and S300 System Management. Only one more course to go (S400 Introduction to Acumatica Technology) before I complete the Application Engineer badge. Although I don’t like to focus too much on the system maintenance stuff since I personally find it boring, it’s still good to go through the courses so I can at least be familiar with things. Once I finish the Application Engineer … [Read more...]

Acumatica Partner Awards at APS14 (Acumatica Partner Summit 2014)

by

Acumatica handed out some awards last night (August 25th, 2014) at their partner summit and they created a special category for this blog. See below for the full announcement. So far, this blog has landed me a bottle of wine (click here) and now an award. This whole Acumatica thing is purely a hobby at this point for me, but it’s still very nice to get recognition. Thanks Acumatica! … [Read more...]

In Acumatica, how do I prevent users from changing the status of a customer?

by

Continuing the “Real-World” theme from last week (click here), I wanted to cover another real-world Acumatica situation. This question came to me through the Contact page here on the blog (click here). That’s right, this came from a person who is actually using Acumatica at their company! Here’s the question and a solution. I say a solution because I’m sure there is more than one way to tackle this. Note: I’ll keep this shorter than usual because I’m writing this in an empty living room, … [Read more...]

Acumatica vs. A Real-World Hybrid Solution Example

by

Recently at my job I was confronted with a challenge to create a new business process for capturing shipping information and integrate that process into our ERP system. I’d like to describe the solution that I came up with and how I think it would have been easier to do with Acumatica. First, Some Background I work for a company that makes machines that dig tunnels. We are an old-school company with a proud owner who takes care of his employees and employees who are proud to work here. And we … [Read more...]

Sage Summit and Acumatica Coffee Bill

by

Acumatica has taken a very aggressive marketing approach over the past couple of years with some crazy stunts, but I guess that's what you do when you are a small company looking for recognition. Last week at Sage Summit, the annual Sage conference in the US, Acumatica once again took an "in your face" approach by offering free coffee at the event. This time, however, Sage fought back. Here is the news as told by Bob Scott: … [Read more...]

Using Gmail With Acumatica

by

Update December 11, 2019: This post has been updated with screenshots from Acumatica 2019 R2 and the latest recommended way to authenticate with Gmail using an app password. Last week I wrote in general about the Acumatica email engine (click here). This week I’d like to go further and cover something more specific related to email in Acumatica. Acumatica can act as an email client, just like Microsoft Outlook. It just needs to connect to an email server (Office 365, Microsoft Exchange, … [Read more...]

Under The Hood: The Acumatica Email Engine

by

Acumatica isn’t just a flashy new ERP product with a nice user interface and fancy dashboards. There are a lot of substantial features under the hood and the email engine is one of those features. Note: this post is an expansion of the last point from a previous post (click here). First, Some Thoughts On Email … [Read more...]

Ohio Trending Upward: Acumatica, Lebron James, the Republican National Convention, and Microsoft Excel

by

I was planning to do a post this week on the email features in Acumatica, but the announcement by Lebron James last Friday was such HUGE news here in Cleveland that I thought this post would be better. I’ll pickup the email features post next week. … [Read more...]

Acumatica Learning Refocused

by

For the past three months, I have been posting on Mondays and Tuesdays with links to other Acumatica-related articles. I was following the pattern of Mark Polino who is one of the prominent bloggers in the Microsoft Dynamics GP community. Mark regularly posts links to other blog articles on his blog (click here). … [Read more...]

Does Larry Flynt use Acumatica ?

by

Personally, I don’t like what Larry Flynt stands for and I don’t think that the empire he built is anything to be proud of. But, he does have a recognizable name and I thought it was interesting that his company appears to be using Acumatica. At least that’s what I gather from the job that was posted today on Indeed.com. The first part of the job description makes it clear that it’s a position at Flynt Management Group: … [Read more...]

Acumatica Input Validation and Regular Expressions

by

Acumatica allows you to attach input validation preferences to fields. This is very useful when you can’t use a drop-down list field for your scenario so you need a text field, but you want to put some amount of control on the text field. Good data entry is very important in an ERP system. The idea is that you can use the data in your ERP system to make critical business decisions. However, if the data isn’t very clean, you might waste a lot of time cleaning the data before it can be usable. … [Read more...]

BSI 2014 Top 100 VARs and Acumatica

by

Bob Scott recently released his 2014 Top 100 VARs. This is an annual listing of the top mid-market ERP resellers (based on annual revenue) which gives you a very good idea of which mid-market ERP products are the most popular. Regarding the top 100 VARs, the cloud products aren’t yet dominating the list, but they are definitely gaining traction: … [Read more...]

Sergey Blog: Acumatica and Microsoft SQL Server 2014

by

Sergey reminds us that Acumatica supports the latest version of Microsoft SQL Server (2014). This is the kind of stuff that you get when you go with a modern ERP platform like Acumatica. They support other modern tools like the latest version of Microsoft SQL Server. For those who don't know what Microsoft SQL Server is, it's the engine that powers most of the mid-market ERP systems. SAP and Oracle (the top ERP systems) have their own database engines, but most everyone else uses Microsoft … [Read more...]

Acumatica Field-Level Audit

by

  This post is a follow-up to my mentioning the Field-Level Audit feature in a previous post (click here). I also recently noticed that Sergey blogged about this back in January 2013 (click here). The Field-Level Audit feature allows you to track changes to any field on any screen (I haven’t actually tried this on all fields on all screens, but this seems to be the case). This can help your company comply with Sarbanes-Oxley requirements, or just give you better visibility into change log … [Read more...]

Acumatica Blog: ERP For Millennials

by

A few months ago, Christian Lindberg posted about Acumatica and the Millennial Generation (formerly known as Generation Y). It reminded me of the Esurance commercials, “born on the web, raised by technology” (click here). I like his point that “Acumatica’s technology was built from scratch in the millennial years.” Acumatica is not an older product getting a Facelift or a Botox injection. Acumatica was born less than 10 years ago: it’s brand new. Yes, that means it isn’t as mature as the … [Read more...]

Sergey Blog: Reusing Acumatica Project Lookup

by

Sergey has a new post up about how to reuse a project lookup field. I don’t really understand all the code, but I do understand that he is adding a project lookup field to a screen that didn’t have a project lookup field. And, in order to do this, he is taking the code from an existing screen. Also, there is something about this being possible in the latest version of Acumatica (version 4.2). Again, I don’t completely understand what is going on here, but it’s encouraging to see that you can add … [Read more...]

Acumatica Installation and Configuration

by

Recently I passed the S100 Installation and Site Management and S120 Configuration Settings courses. Personally, I’m not a big fan of software installation because I find it boring, but it’s an important part of implementing Acumatica so it needs to be done correctly. It’s also good to be aware of the different deployment options available since Acumatica allows you to choose. I found the configuration course to be much more interesting because it introduced some new features that I’d like … [Read more...]

Zaletskyy’s blog: Acumatica and Microsoft Visual Studio

by

I’m pretty much done going through the archives on Zaletskyy’s blog (click here). Going forward though, I’d like to continue to highlight interesting posts as he makes them available. Here is a recent one regarding Acumatica and Microsoft Visual Studio. Personally, I prefer to focus on the power user features rather than the super geeky technical stuff, but there is definitely the need to “open the hood” if you need to do some serious customization and that’s what Microsoft Visual Studio offers … [Read more...]

Acumatica Blog: Acumatica Cloud XRP Platform

by

Christian Lindberg has a new post up about the Acumatica Cloud XRP platform. I’m not really sure if this is anything new or if it is just a new marketing way of describing the Acumatica platform that has always existed. This press release seems to indicate that it is indeed something new, but I’m still not sure. It will be interesting to hear more about this as time goes on. … [Read more...]

Acumatica: The “Golden Spike” for ERP

by

This post is a random thought about Acumatica and a historical event that I remember learning about as a kid. I learned about the “Golden Spike” in my American history class when I was in high school. The “Golden Spike” was the ceremonial final spike that completed the First Transcontinental Railroad across the United States. It connected the tracks built by the Central Pacific and Union Pacific railroads on May 10, 1869 in the Utah Territory (click here for the Wikipedia article). There are a … [Read more...]

Zaletskyy’s blog: The Acumatica Collaborative Atmosphere

by

Continuing my stroll through Zaletskyy’s archives (click here), here is another interesting post. I live in the United States, so the payment module for a Ukrainian bank isn’t going to be that useful to me, but what caught my attention is that Zaletskyy is posting free code! This really is consistent with the kind of collaborative atmosphere that Acumatica has fostered by creating an open platform and encouraging developers to do interesting things with it. This is contrary to the exclusive … [Read more...]

Acumatica at the Doctor’s Office

by

This morning I got stuck in the waiting room at the Doctor’s office so I pulled out my iPhone and went over to Acumatica University to get in a little Acumatica learning. Acumatica University actually works very well on an iPhone. You can see all the courses, all the .pdfs/videos for a specific course, and even take an examination. The only downside is that it’s hard to see the details in the videos since the screen is so small. It took 30 minutes after I saw the doctor before someone came in … [Read more...]

Acumatica Dashboards, Reports, and Inquiries

by

This week I passed S130 Reports, Dashboards, and Inquiries. I first started this course back in July 2013 (click here). Now, almost a year later, I finally finished, thanks to a renewed interest in the Acumatica reporting vision (click here). Learning a new ERP product: An endurance race … [Read more...]

Zaletskyy’s blog: Acumatica Active Directory Integration

by

Continuing my stroll through Zaletskyy’s archives (click here), here is another cool post about Active Directory integration in Acumatica. Active Directory is the Microsoft feature that allows an application to know who you are so you don’t have to setup a separate login with yet another password that you have to remember. If you setup Active Directory integration in Acumatica, all you have to do is login to your computer in the morning and you’re good to go. When you go to use Acumatica, you … [Read more...]

Lesson Learned: Don’t Abandon the Acumatica Data Access Classes (DAC)

by

Ok, I give up. Exactly one month ago (click here) I attempted to abandon the Acumatica Data Access Classes. Now, at the time I wasn’t sure if it would work out, but I thought I’d at least try it temporarily. One month later and I’ve given up. I feel like I need to go to a chalkboard and write “Don’t abandon the Acumatica Data Access Classes” over and over again. … [Read more...]

Zaletskyy’s blog: Creating a brand new screen in Acumatica

by

I recently discovered Yuriy Zaletskyy's blog (click here). He is a developer and writes about Acumatica from a technical perspective. I took some time and skimmed through all of his posts. For the next few weeks I’m going to highlight the ones that I found interesting. For this week, here is a post about how to create a brand new screen in Acumatica. This is over my head right now, but I hope to come back to this post in the future and get comfortable with it so I can create my own screens in … [Read more...]

Sergey Blog: Acumatica Branch Security

by

Sergey has a great post up about Acumatica branch security. Branches are a part of the multi-company setup configuration strategy in Acumatica (click here). The nice thing about branches is that they aren’t just accounting buckets because they also carry security along with them. So you can have multiple locations or business units and you can keep your users from seeing things outside of their respective location or business unit. It seems to me that situations which used to required you to … [Read more...]

Week 3 – Out in the Cold With the Acumatica Database

by

After taking a detour last week and exploring how to add new fields to existing screens in Acumatica (click here), I decided to return to the task of learning to create Excel reports that point directly to the Acumatica database. I began with this idea three weeks ago (click here) and continued two weeks ago by taking some baby steps to create a very simple Excel report (click here). This week I decided to pickup with where I left off a couple weeks ago and attempt to continue reproducing the … [Read more...]

Acumatica Blog: Acumatica Branches and Entities

by

Jean Gea has a new post up on the Acumatica blog with a nice simple overview of how multi-company works in Acumatica. I blogged about this last year after taking the F300 Inter-Company Accounting (V3.0) course (cilck here). It looks like what they used to call companies, they are now calling entities. Acumatica is definitely in a good position to appeal to companies with multiple distinct business units because of how easy it is to deploy web-based technology and because of the strong … [Read more...]

Sergey Blog: Overcoming Basic Authentication Error in Excel Acumatica

by

Sergey gives us a tip on how to overcome the basic authentication error that you get when you try to refresh an exported Excel file over a connection that is not using SSL. This is a common occurrence when you are giving a demonstration of Acumatica because there is a high likelihood that you won’t be using a secure server for the demo. Sergey’s post interests me because it’s related to the Excel Export feature in Acumatica. I have also been interested in this feature recently and have been … [Read more...]

Acumatica Blog: NUCLEUS RESEARCH PUTS ACUMATICA CLOSER TO LEADER QUADRANT IN LATEST TECHNOLOGY VALUE MATRIX

by

Acumatica has a new blog post up. I really like this post because I didn’t know that such a matrix ranking even existed for mid-market ERP products. This is good stuff! I downloaded the entire 13 page report and read it very carefully. The report includes a write-up on each vendor included in the matrix. A few of my random thoughts: … [Read more...]

Adding New Fields To Existing Screens in Acumatica

by

Update (October 4th, 2016): This post was written on Acumatica 4.2, but things have changed since Acumatica 4.2. To see this done in the latest version of Acumatica, checkout this post by Mark Franks. Michael Coman provided another great Acumatica learning experience for me. The last one was related to creating a Project Quote (click here). This time he responded to a post on this blog and asked a question about adding new fields to existing screens in Acumatica (click here). At first I … [Read more...]

Sergey Blog: Access to SQL Server by SQL Query Analyzer or Management Studio Acumatica

by

Sergey has a new post up about how to access your Acumatica database from outside your network. This is interesting to me because I’m currently experimenting with making Excel reports that point directly to the Acumatica database (click here). Sergey’s trick would be needed if these kinds of reports were to be implemented in a production environment. … [Read more...]

Richard Duffy: Acumatica Google Chrome App

by

Richard Duffy put together a nice video about how to publish your implementation of Acumatica as a Google Chrome App. This isn't anything fancy from a technology standpoint, but I think that it provides a nice user experience and has the "cool factor" which is very important. I personally am a big fan of using Google Chromebooks (click here) for internal training. It's very easy to bring a stack of ten Google Chromebooks into a conference room, setup a projector for sharing your screen, and … [Read more...]

Zaletskyy’s blog: Screen Numbering in Acumatica

by

I discovered yet another Acumatica blog out there. This is great for the Acumatica community. Zaletskyy has a great post about what the screen IDs mean in Acumatica. I did a post a while ago about how great screen IDs are (click here), but I didn’t realize that there was a method to the numbering. … [Read more...]

Week 1 – Out in the Cold With the Acumatica Database

by

So it’s been a week since I temporarily abandoned the Acumatica Data Access Classes (click here to see what I mean). This is just a temporary thing and I’m sure that there is a better way to learn this, but I decided to take the blunt approach by hunting around the Acumatica database to see if I can get comfortable with how things are related. That’s right, no Acumatica University (click here), no help pages, no glossy manual, just me out in the cold alone with the Acumatica database. … [Read more...]

Temporarily Abandoning the Acumatica Data Access Classes

by

I still have a lot of hope for learning how the Data Access Classes in Acumatica can contribute to better reporting. As far as I can tell, I think the Data Access Classes function like the Acumatica Reporting??? side of the picture below. However, I think that I'm going to revert to my comfort zone for a little while to see how well I can create reports directly against the Acumatica database like in the Traditional Reporting side of the picture below. In more traditional ERP systems, your only … [Read more...]

Adding Phases

by

Disclaimer I haven't gone through the P200 Project Management Configuration course yet. I'm just poking around the screens in the Projects module. What, No Phases? In the Project Accounting module in Sage 500 ERP, I'm used to having three levels: Project, Phase, and Task. You have to charge costs to a Project and to a Phase, but the Task is optional. However, every Task must belong to a Phase. The Phase is kind of like the parent to the Task. However, in Acumatica I can only see Tasks, no … [Read more...]

PAL Revisited

by

It has been almost a year since I started this blog and I wanted to revisit what I mean and what I don't mean by the PAL acronym (Perpetual Acumatica Learner). PAL My first post on the topic of PAL (I called it APAL at the time) was mainly to describe the difference between a learner and an expert. However, recently I was feeling pressure from the word "perpetual" because I haven't been spending enough time to learn Acumatica. I was beginning to think that I shouldn't call myself a Perpetual … [Read more...]

General Ledger Drillback

by

Recently I was working on a Purchases Clearing reconciliation as a favor to the Controller at my company. It wasn't a very fun project, but we needed to make sure that the Purchases Clearing account agreed to the General Ledger so our auditors would be happy. I was asked by the Controller to help out and so I went to work. In Sage 500 ERP, the individual debit and credit transactions to the General Ledger maintain a link back to the source transaction that they came from. For example, if you … [Read more...]

Future of Cloud ERP?

by

Here is a good article pointing out that the cloud hype hasn't reached the ERP world yet and maybe never will. Acumatica is positioned for this by allowing their customers to buy and host Acumatica on-premise. NetSuite, on the other hand, only allows the SaaS option. http://panorama-consulting.com/what-is-the-surprising-future-of-cloud-erp/ This reminds me of the Western Digital commercial that I posted a link to a few months … [Read more...]

Project Quote Form

by

Michael Coman started a discussion on how to create a Project Quote form in Acumatica over on the Acumatica ERP Software User Group. I came up with something very simple which hopefully will be a good start. This was my first experience actually doing a real report/form with the Acumatica Report Designer. It definitely has a long way to go before becoming a user-friendly report designer like Crystal or SSRS. But, it is pretty flexible and, once you get the hang of it, it's not too … [Read more...]

Jon Roskill Open Invitation

by

Jon Roskill, the new CEO at Acumatica, posted something on the Acumatica website: http://www.acumatica.com/blog/an-open-invitation-from-jon-roskill-why-i-joined-acumatica There are two things that he said which stood out to me that I completely agree with and have noticed about Acumatica since I have been following it for about a year now: … [Read more...]

Acumatica LinkedIn Group Comparisons (Part 1)

by

I thought it might be interesting to periodically check how the Acumatica groups on LinkedIn compare to some other ERP groups on LinkedIn. I looked up 18 different ERP groups on LinkedIn (including Acumatica) to compare their number of members and number of discussions posted this month in order to gauge how large and how active they are. Now, this is not a very accurate method to try and determine how large the user base is for these ERP products and how active they are, but I think it's still … [Read more...]

Looking to the Future

by

This week I put together a document called Case For Ending Sage 500 Maintenance (click the link to see the PDF document). My company currently pays a very sizable sum of money every year to Sage for the privilege of upgrading to the latest version of Sage 500 ERP. In recent years, however, it has become apparent that this money would be better spent on other things. In contrast, each new version of Acumatica is providing substantial new features. Even the upcoming release of the lowly … [Read more...]

Customer Portal

by

It looks like Acumatica will be adding a customer portal: http://web.archive.org/web/20140404223740/http://www.acumatica.com:80/blog/customer-lifecycle-management-in-acumatica This is good news. Customers will now have access to Acumatica University which has become a great repository of Acumatica learning material. Also, this is another logical step in the direction of Acumatica becoming an ERP provider that is here to stay. … [Read more...]

“Help -> Get Link” Example Using Excel

by

My last post was about hyperlinks and I'd like to continue on the same theme in this post, but use an actual example in Excel. Sometimes it would be nice to make an Excel file that contains hyperlinks to the actual screens in Acumatica for each record that you're viewing. In this example, I'm going to take a simple list of vendors in Excel and add a hyperlink to each vendor ID that will drill into the Vendors (AP303000) screen in Acumatica for that vendor. Basically, all you need to do is the … [Read more...]

“Help -> Get Link” and the Power of Hyperlinks

by

I noticed on the top of Acumatica screens, under the Help menu, there is an option called Get Link. I tried it out and got very excited about the potential. Basically, you can open a record on a screen and then get a hyperlink that will open the screen for you and take you to the exact record that you were looking at. This got me to thinking about the lowly hyperlink. There are lots of great advantages to using web-based software like Acumatica. When we think of web-based software, things like … [Read more...]

Acumatica 5.0 Coming This Summer

by

Acumatica 5.0 will launch at the partner summit this coming Summer. I had a random thought that, since Acumatica is already so closely aligned with Microsoft, maybe they should follow Microsoft's lead when it comes to naming new versions of Acumatica. Microsoft uses the year of the release in many of their products (eg. Microsoft Dynamics AX 2012, Microsoft Excel 2013, and Microsoft SQL Server 2012). Also, Acumatica seems to have slipped into releasing new versions once a year anyways, so using … [Read more...]

R180 Abbreviated Business Intelligence

by

I completed the R180 Abbreviated Business Intelligence course tonight which is a really short course that just points you to some videos on the Acumatica website and then you take a test. I had seen these videos before when I first started looking into Acumatica almost a year ago. However, true to APAL form, I always seem to learn something new. This time around, there were a few things that caught my attention: In the Favorites and Usability Features video, it talks about how you … [Read more...]

Acumatica, Power Query, and Power Pivot

by

I wasn't able to spend much time on direct Acumatica learning this week, but I did get to entertain an Excel reporting idea that I think would be very powerful if I can get it to work. First, a word about Power Pivot. I began using Power Pivot early last year and have become a big fan. At my company, we now do a lot of our reporting in Power Pivot. Recently, over the past few months, I have been attending the Cleveland Excel User Group which focusses on Power Pivot and is organized by a guy … [Read more...]

A Taste of Holiday Cheer – Free Wine From Acumatica

by

Yesterday was my first day back in the office in four weeks. Our holiday travel plans took us to California for three weeks where I used PTO on some days and worked remotely on other days. Then the cold spell last week halted our flight, extending our stay in California by another week. No complaints from us though since I was able to continue working remotely without having to burn vacation days. So, when I finally got back into the office yesterday, I was surprised to see a package on my desk … [Read more...]

F140 Passed

by

This week I passed the F140 Advanced Cash Management (V4.0) course. It's a pretty short course and it didn't take too long. The payment reclassification feature stood out to me this time around. It's nice that you can get all your deposits entered even though you might not know who the customer is, then associate the customer later if needed. This way you can easily do daily bank reconciliations every morning, even if you don't have all the information for each deposit. … [Read more...]

F130 Passed

by

This week I passed the F130 Advanced Accounts Payable (V3.0) course. I like that you no longer need to schedule an appointment with an instructor in order to take the exam. You can just answer the exam questions while logged into the Acumatica University website. Then, once you pass, your certificate appears immediately next to the course name on the Achievements tab. While going through the course features, I noticed the Approve Bills for Payment (AP502000) screen which I hadn't noticed … [Read more...]

Custom Explore Query

by

One of my favorite features in Sage 500 is Business Insights Explorer. Recently though, I was pleased to discover that Acumatica has a similar feature. Each module in Acumatica has an Explore section in the Work Area area. For example, in the Accounts Payable module, there are five menu options available in the Explore section: Vendor Summary, Vendor Details, Bills Pending Payments, Checking Pending Printing, and 1099 Year Summary. However, you have the option to add your own menu options … [Read more...]

Spell Checker

by

I was doing one of the exercises for the F130 Advanced Accounts Payable (V3.0) course today (I know, I'm still not done re-taking the courses, grrr). I was supposed to enter the word "Certification" in the Description field on the Bills and Adjustments (AP301000) screen, but I accidentally entered "Certificatin" instead. However, because I'm using Google Chrome, the spelling error was highlighted with a red line underneath it. It jumped right out at me. Then it dawned on me, I now have a spell … [Read more...]

10 Million and 1 Billion

by

Recently, on November 18th, Acumatica announced that it had raised $10 million in funding. At first $10 million didn't look like that much to me because Xero, a SaaS ERP product aimed at smaller companies, announced on October 14th that they had raised $150 million in funding. However, the problem with Xero is that they are still not profitable, while Acumatica CEO Yury Larichev claims to be already profitable with the comment, "We do not need more funding because we are already making money." … [Read more...]

A Concrete Reason for SaaS

by

November wasn't a very perpetual month for this endeavoring PAL. My wife and I had our second child and we have been adjusting to life with two kids. So Acumatica took a backseat (as it should have). However, in this post I'd like to revisit the previous post on my experience with Acumatica on iPhone. Thanks to Gabriel for commenting on the post and setting me straight that indeed Acumatica does work on the iPhone. I tried using my iPhone to connect to the Acumatica Partner Portal which runs … [Read more...]

Acumatica on iPhone

by

When I first began using Acumatica, I tried to connect using my iPhone but was unable to. Tonight I decided to try again, but I'm still having the same problem. I can login, but I'm not able to click on any of the navigation links (like Finance or Time & Expenses in the screenshot below).   I'm not sure what I'm doing wrong. Does Acumatica work on the iPhone? This article seems to indicate that it does, but it's old (from 2010) and the link that it refers to … [Read more...]

Positioned for a cloud burst?

by

It seems like everything that we hear about these days in the IT arena is focused on the cloud. Of course, Acumatica can be run in the cloud and even was the first ERP application to be available for the Windows Azure cloud. However, I think that we will see the cloud burst at some point, or at least have a hole punched in it. Why? People still own houses and cars. We don't all rent and we don't all lease our cars. If you have a long-term view, there is an economic advantage to owning a … [Read more...]

Tabbed Browsing Benefits

by

One of the many benefits to using software that is web-based is that you do all your work in an internet browser and internet browsers are pretty flexible. There are lots of them to choose from and most of them have a pretty extensive list of features. For me, I prefer Google Chrome. It's fast (this is the most important feature), all my bookmarks and browsing history sync with the Chrome app on my iPhone, it's minimalistic design makes more room for viewing webpages, it has one field for … [Read more...]

F120 Passed

by

Tonight I passed the F120 Advanced Accounts Receivable (V3.0) course. I had some trouble with the customer statement feature in the beginning because it seemed to me that you could create multiple customer statement cycles for the same set of customers. It wasn't clear to me that you have to assign a customer statement cycle to a customer in order for it to do anything. I was using the Prepare Statements (AR503000) screen and things seemed to be processing fine, but when I would go to Print … [Read more...]

F110 Passed and Hard Closing of Sub Modules

by

I'm starting to gain a little bit of momentum in getting through the Acumatica University courses correctly. Tonight I passed the F110 Advanced General Ledger (V3.0) course. One of the things that stood out to me this time around is the hard closing of sub modules. The product that I currently use (Sage 500) is just now finally incorporating this into their current version (7.5). It's nice that Acumatica is including this from the beginning. I wanted to test that the hard closing of sub … [Read more...]

iPhone ERP Learning

by

One of the reasons that I like posting videos that are zoomed in (rather than showing my entire computer monitor) is that I like consuming content on my iPhone while I'm on the go. I like listening to the Tech Tuesday series on the Acumatica University site, but I don't like that the video portion is showing the full screen of a computer monitor because it makes it impossible to watch on my iPhone. In the case of Tech Tuesdays, I don't think there is an alternative because they need to show the … [Read more...]

Acumatica Version 4.1

by

Since I finally passed F100, I decided to upgrade to version 4.1 before proceeding any further with the Acumatica courses. My experience with the upgrade was similar to my experience with the installation, very simple and straightforward. There are a few new things in version 4.1 that caught my attention: … [Read more...]

F100 Passed!

by

It has been over a month since training courses take 2. Today I had my examination for F100 Hands-On Financials (V4.0) and I passed! It took me a while to get through the exercises again because of family vacation and Summer house projects. Hopefully I'll be able to tackle the next exam, F110 Advanced General Ledger (V3.0), in less time. … [Read more...]

General Ledger Account Excel Integration

by

Acumatica is very good at integrating with Microsoft Excel. In this video I demonstrate the ability to export to Excel and import/update from Excel. I am using the Chart Of Accounts (GL202500) screen, but this feature is available on a number of different screens.   http://www.youtube.com/watch?v=eNk4_gkmeOo … [Read more...]

General Ledger Account Structure

by

Update (May 31st, 2016): For a more detailed post on this topic, click here. One of the most consistent things across ERP systems is the General Ledger Account Structure where the GL Accounts are given a certain structure according to your business needs. While this isn't complicated, sometimes it's nice to see how the screens look so you get a feel for the product. It's kind of like a first date with your ERP system. So, with that in mind, here is a 4 minute video showing the relevant … [Read more...]

Philadelphia Airport PAL

by

A couple of weeks ago I took a trip home to meet my nephew who was just born a couple of months ago. My wife and daughter had flown out a week ahead of me so I made my trip solo. My connecting flight in Philadelphia was supposed to take off around 9:00p, but we didn't end up leaving until around 2:00a. Note to self, don't take US Air ever again. We had two planes fail on us before the third one finally came through. However, because I had my laptop with me, I was able to take advantage of the … [Read more...]

Creating a New Company

by

I wanted to create a new company in Acumatica that would only be used for the F100 Hands-On Financials (V4.0) course that I am retaking, but I couldn't remember how to do it. So, after figuring it out again, I thought I'd document it here so I can use these instructions next time I need to create a company. Please note, these are not official instructions, but I think they get the job done. 1. Find Acumatica ERP Configuration on the start menu (assuming Acumatica is installed on your local … [Read more...]

Training Courses Take 2

by

I It has been 5 days since I failed the examination, but I have been under the weather this week so I am just now getting around to starting the redo. I am starting by deleting the folders with the course material since I know that Acumatica University is frequently changing and the material might have changed since I last downloaded it. I plan to put in two Pomodoros tonight and then get back to painting the bathroom. Here we go!   … [Read more...]

NetSuite & Oracle vs. Acumatica & Microsoft

by

I didn't realize until reading this article today that NetSuite is so aligned with Oracle. "A pioneer in the SaaS (software as a service) market, NetSuite has Ellison as an investor. Its software has typically run on the Oracle stack including the database." I don't know that much about NetSuite, but this article helped me further differentiate between Acumatica and NetSuite. I already knew the following differences: Priced per user (NetSuite) vs. Unlimited users (Acumatica) SaaS option … [Read more...]

Examination Failed

by

Well, yesterday I failed the examination for the first Financial module course. I then failed the second examination. Before failing the third examination, I decided to stop, not wanting to waste the instructor's time. Basically, the examination consists of an Acumatica instructor checking my Acumatica version to see if I was able to perform all the exercises that were in the course material. They spot check different things to make sure that I followed the exercises to the letter. I thought I … [Read more...]

Rolling Monthly Financial Report

by

Last week someone posted on the LinkedIn Acumatica User Group asking about how to create a rolling monthly financial report. Now, it's always dangerous to assume that you know what someone is asking for just by reading a couple of sentences, but I thought I would live dangerously and try to answer the question. Disclaimer: This is my first time trying to write a financial report in Acumatica so MY METHOD MIGHT BE COMPLETELY WRONG. But, it does seem to work, and sometimes that is good enough. I … [Read more...]

Custom Vendors Report – Correction

by

I realized that my Custom Vendors Report was not correct. This was due to the Business Account concept in Acumatica. I'm still not sure of the reason for it, but there is an entity called a Business Account (BIZACCT) that is the parent entity for both Customers and Vendors. If you go to the Segmented Keys (CS202000) screen, you can see that both Customers and Vendors share the same parent entity, BIZACCT.     What this means is that both customers and vendors store some … [Read more...]

S130 Reports Dashboards and Inquiries – Making Progress

by

I barely made it through the first 66 pages of the 112 page training manual on Acumatica Report Designer because it was really dry and boring. To be honest, I didn't read it carefully, but instead skimmed through. The concepts are consistent with other report writing programs like SSRS and Crystal Reports and the training material is more like a reference manual than training material. However, I do think that I will be referring back to it in the future since it's a good resource. For me, … [Read more...]

Acumatica Reporting Model?

by

I have to admit, at first I was disappointed to learn that Acumatica has its own reporting program. I was hoping that Acumatica would leverage SQL Reporting Services (SSRS) rather than create its own standalone report designer. The reason is that there is already so much functionality built into SSRS. I didn't see why Acumatica would reinvent the wheel. I don't know the technology behind SSRS that well so I don't know much about what would have been required to integrate it into the Acumatica … [Read more...]

The Importance of Screen IDs

by

Acumatica gives every screen a unique ID. This might not seem like a big deal, but I think it is. In order to see the screen ID, just put your mouse over the name of the screen and the ID will appear (GL633500 in the example below): or you can see the screen ID in the URL path in the address field of your web browser: No matter how you determine the screen ID, the important point is that there is a screen ID. This might not seem that important, but it sure helps a lot when you need … [Read more...]

Acumatica University and Vacuuming

by

Today I listed to the DN003 - Developer Network - Tech Tuesday course on my iPhone while vacuuming. I kept an eye on our one-and-a-half year-old daughter while my wife was at the gym, got some chores done, and learned some more about Acumatica. Now that's some good APAL multi-tasking. Tech Tuesdays are a conference call and screen-sharing session given every two weeks for developers. Most of the info is over my head, but I am able to still pickup some useful tips and tricks. The recorded … [Read more...]

ERP – Enterprise Resource Planning

by

I thought I should make a post with short explanation of the term ERP. ERP stands for Enterprise Resource Planning. It is a term that was coined by Lee Wylie at Gartner in 1990 as an extension of the term MRP (Material Requirements Planning). While MRP focusses on inventory ordering and supply chain management, ERP encompases the entire organization. I use the term ERP to refer to any system that includes the accounting data. So, I even consider Quickbooks to be an ERP system. However, SAP or … [Read more...]

Using Acumatica Report Designer – First Time

by

The Acumatica Report Designer is a stand-alone program that allows you to create reports in Acumatica. Here was my first experience using the program. 1. Open the Report Designer program on the Windows Start Menu. 2. All reports are stored as an XML file with the extension .rpx. To open an existing report, you can go to File -> Open From Server... on the menu. 3. Enter the path to your Acumatica installation, then enter your login info. Note that, if you have multiple … [Read more...]

S130 Reports Dashboards and Inquiries

by

While I'm waiting for my appointment with the Acumatica Instructor, I decided to continue my learning journey by taking the S130 Reports Dashboards and Inquiries course. In my opinion, reporting is one of the main reasons why people buy new ERP systems. Sure, it's nice to have lots of information stored in your ERP system, but that information is only meaningful if you can create meaningful reports. Also, the S130 Reports Dashboards and Inquiries course is the only one that makes sense at the … [Read more...]

Instructor Appointment

by

Today I scheduled my appointment with an Acumatica instructor to review the financial courses: F100 Hands-On Financials F110 Advanced General Ledger F120 Advanced Accounts Receivable F130 Advanced Accounts Payable F140 Advanced Cash Management F300 Inter-Company Accounting They were very flexible with the time slots. I scheduled something for a week from Monday since my wife and daughter will be out of town on a trip. I'm scheduled to speak with the instructor after I get off work. By … [Read more...]

F300 Inter-Company Accounting (V3.0)

by

I finally finished the course on multiple companies. There are two ways to configure multiple companies in Acumatica: separate branches and separate companies. It seems to me that what I typically think of as companies are actually going to be called branches in most cases in Acumatica. If you configure companies: Each company is a separate legal entity The Due To / Due From Inter-Company transactions must be created manually You must create a separate company and import the data in order … [Read more...]

Slacking

by

I've been slacking lately. A few nights ago I spent the evening looking around the database tables to see what kind of reports I could create using Microsoft Power Pivot for Excel, but I neglected to look at any formal training material. Last night I watched the video on inter-company transactions, but fell asleep near the end. Plus, I didn't follow along and do the transactions in my copy of Acumatica so I need to watch the video again and this time complete the exercises. We are going on a … [Read more...]

F140 Advanced Cash Management (V4.0)

by

Today I finished the F140 Advanced Cash Management (V4.0) course. Here are the main topics that were covered: Deposits You can enter your customer payments and then do a separate deposit where you select the payments that are going into that deposit. So, maybe you received four checks from customers today, but only three of them made it into the bank deposit for the day. No problem, you can select only three payments when you create today's deposit transaction, then include the fourth … [Read more...]

Change in Learning Strategy

by

I've been trying to get in Acumatica learning here and there when I can, but I have a full-time job, a lovely wife, an adorable one-year-old daughter, and a son on the way. So, it's hard to find time. When I do have time, I tend to get carried away and will work on Acumatica until the early hours of the morning. Then I'm exhausted the next day and it takes some time to recoup. My new strategy is to take a more consistent, steady approach using the Pomodoro Technique. I just devote 25 minutes to … [Read more...]

F130 Advanced Accounts Payable (V3.0)

by

Tonight I finished going through the videos and completing the training exercises for the F130 Advanced Accounts Payable (V3.0) course. Now I just need to go through the F140 Advanced Cash Management (V4.0) and F300 Inter-Company Accounting (V3.0), then I can contact an instructor to review my work. The F130 Advanced Accounts Payable (V3.0) course was pretty straightforward. Here are the topics that were covered: AP Recurring Transactions Just like on the Accounts Receivable side of things, … [Read more...]

Wiki Pages

by

For sure having Wiki pages available in Acumatica is A BIG DEAL. Here are some things that you can do with the Wiki pages. First, you can change existing Wiki pages. Since the entire help system in Acumatica is based on Wiki pages, there are already hundreds of pages with very useful content. However, you might want to tailor some of that content to your organization specifically. For example, maybe I am in the Vendors (AP303000) screen and I want to find out more information about … [Read more...]

Attaching Files

by

A very nice feature in Acumatica is the ability to attach files. It's surprising that more accounting systems don't offer this feature. Actually, sometimes they claim to offer this feature, but they don't actually store the files in the database (they just store a link to the file). Not only does Acumatica store the files in the database, but you can control who has access to the file, keep track of versions on the file, and do some other cool stuff. Suffice to say that this is much better than … [Read more...]

Version 4.0 Buttons Are Better

by

I first noticed the difference in the navigation pane between version 3.0 and 4.0 since I'm watching training videos which were recorded in version 3.0, but I also wanted to point out that there is quite a difference between the buttons on the screens. In version 3.0, the buttons were a lot more wordy and they took up more space (sorry for bad resolution, this is a screenshot from a video): In version 4.0, the buttons take up much less space because the words have been removed. If you forget … [Read more...]

Recurring Transactions (AP203500 & AR203500) screen problem

by

I'm currently going through the F130 Advanced Accounts Payable (V3.0) course and noticed that I have the same problem with the Recurring Transactions screen that I was having in the Accounts Receivable module. In Accounts Payable the screen ID is AP203500 and in Accounts Receivable the screen ID is AR203500. The problem is that the bottom part of the screen is cutoff and I can't add documents to the recurring schedule. Maybe it's my browser (chrome)? So, in order to get around this, I just … [Read more...]

F120 Advanced Accounts Receivable (V3.0)

by

The F120 Advanced Accounts Receivable (V3.0) course was much more involved than the F110 Advanced General Ledger (V3.0) course. There are a lot more setup options to consider. I first tried to complete the exercises without watching the training videos, but I failed. I needed the training videos in order to see how to do all the steps in the process. Here are the main topics covered in the training material: AR Recurring Transactions You can create a schedule and then add invoice … [Read more...]

Version 4.0 Navigation Pane

by

Since I'm watching videos which were recorded using version 3.0, I noticed that the navigation pane on the left-hand side of the screen used to look like the Microsoft Dynamics ERP navigation panes in version 3.0. Now the navigation pane has been reinvented to look like this: Interesting move to go away from the ribbon look and feel that so many Microsoft-friendly products are moving towards. … [Read more...]

Acumatica Training Videos

by

Some brief comments about the Acumatica training videos on Acumatica University: I'm currently going through the F120 Advanced Accounts Receivable (V3.0) course which employs the most extensive set of videos that I've encountered so far. The lady who recorded the videos has an accent that takes a little while to get used to, but I really like her enthusiasm. Also, there is an advantage to her not having a stellar command of the English language because it forces her to read from a script (at … [Read more...]

Demo Company

by

Tonight I realized that I didn't do my F110 Advanced General Ledger (V3.0) transactions in the demo company. Instead I did them in the blank company which was required to complete the F100 Hands-On Financials (V4.0) course. Oops... So, I went back and installed the demo company in the same database as my original blank company. It's nice to have the option to install multiple companies in the same database if you want. This makes consolidated reporting much easier. Now I'm going back through … [Read more...]

F110 Advanced General Ledger (V3.0)

by

I got a response from the email that I sent to learning@acumatica.com and the instructor recommended that I go through all the Financial courses, then we can look at everything in one sitting. So, tonight I went through the F110 Advanced General Ledger (V3.0) course. Nothing too complicated here, just covered the following: Allocations Recurring Transactions Budgets Closing Process Some of the screen names were a little different since this is a 3.0 course (no 4.0 available yet), but the … [Read more...]

Acumatica 4.0 Screens

by

I created an Excel Pivot Table with a list of all the Acumatica 4.0 screens. In order to view the Pivot Table, please click here. Here is my SQL code for the query that feeds the Pivot Table: SELECT MainModule.Title[Main Module],SubModule.Title[Sub Module], Pane.Title[Pane],Category.Title[Category], Screen.Title+' ('+Screen.ScreenID+')'[Screen] FROM dbo.SiteMap Screen LEFT OUTER JOIN dbo.SiteMap Category ON Screen.ParentID = Category.NodeID LEFT OUTER JOIN dbo.SiteMap Pane ON … [Read more...]

Finally Done Importing

by

I finally finished the data migration portion of the F100 Hands-On Financials (V4.0) course. Data migration is my least favorite portion of any implementation because: I think it's boring It always takes much longer than you think it will It took me a few late nights to finally get through this. There was some bad data in some of the import files that I had to cleanup in order for the import to go through successfully. When you import AP and AR open bills/invoices, the system automatically … [Read more...]

Importing Vendors

by

Tonight I went through pages 118-123 in the F100 Hands-On Financials (V4.0) course. Even though there were only a few pages, I spent quite a bit of time going through them (data import always takes a lot of time). The sample file that was created for import had some errors which made for good practice. Overall, I like the import tool. First you create a mapping definition between your Excel file and the screen that you are importing into. Then you run the import. The errors appear next to … [Read more...]

AP and AR Configuration

by

Today I went through pages 69-117 in the F100 Hands-On Financials (V4.0) course. This section covered setting up the AP and AR modules. Lots of features to read through. I found myself using a couple of the keyboard shortcuts to save information and quickly transition to the next task. Here are a few things that stood out to me: Payment Lead Time - This is an AP feature that allows you to define the average number of days that a payment takes to reach a vendor. I assume that the Aging report … [Read more...]

Cash Manager Configuration

by

The Cash Manager Configuration exercise occupied page 36 to 68 in the 157 page .pdf file that I downloaded from Acumatica University. Nothing too earth shattering here.  Lots of setup options: what payment terms are valid for which cash accounts, how to link a GL account to a cash account, whether or not an account is used in AP/AR/Remittance, and even whether or not to upload a check signature image. There were a few mistakes in the training guide which gave the wrong screen ID or the … [Read more...]

My First Experience Using Acumatica

by

So far I have completed the training guide steps for a sample company's General Ledger setup. This was the first 35 pages in the training guide. I wanted to jot down a few comments/observations/etc. The buttons are a good size, but they are only icons so they don't take up too much space. If you want to see the text for a button, just hover your mouse over it. The buttons look modern and remind me of the look and feel of Gmail. The navigation pane is on the left. You can easily drag it … [Read more...]

HTTP Error 500.21 – Internal Server Error

by

When I first tried to connect to the Acumatica URL (http://localhost/AcumaticaERP for me), I got this error: At first I thought I should go back and revise my Installation Success post, but, after some quick Googling, I realized that this was a problem with my IIS installation. I'm not very familiar with IIS so it came as no surprise to me to I missed something during the IIS installation.  The simple instructions here solved the problem for me: Now I am able to login successfully using … [Read more...]

Installation Success

by

Wow, that was a very pleasant experience. The whole installation process only took about 15 minutes and the wizard was very intuitive. Also, I took a look back at the installation file and noticed that it is less that 148 MB. Yes, you heard that right: 148 MB! This is a very big deal. The size of the installation file and the smooth installation process tells me that the code base is very efficient and I'm dealing with a modern ERP application. I didn't have to go setup any ODBC connections, … [Read more...]

Installation Prep

by

After 6 patient days of waiting, I finally have my hands on the installation media. I'm going to attempt to do the installation on my own by going through the 52 page installation guide. First, a review of the computer that I will install Acumatica on and a little overview of the requirements listed in the installation guide. Yes, I know that Acumatica is a "cloud" application, but the "cloud" is just a bunch of computers (nothing too special). What makes a "cloud" application special, in my … [Read more...]

First Training Course – F100 Hands-On Financials (V4.0)

by

I will be starting with the F100 Hands-On Financials (V4.0) course.  Tonight I downloaded the material needed to complete the course.  I will go through the 157 page .pdf file and setup a company from scratch.  I like the from scratch approach.  In the past I have worked with demo data when learning an ERP product, but it was hard to pay attention since the data was already created for me.  I'm hoping that building a company from scratch will help me to stay more engaged during the learning … [Read more...]

Acumatica University Login Information

by

Today I received my invitation email with a link to create an account on the Acumatica University training platform! This gives me access to an entire library of training courses.  I like the online format.  With the previous ERP products that I learned, I had to dust off photocopies of old training manuals.  Having the information online is a big improvement. Taking a quick glance, it appears that there are 41 courses available.  I'll be checking with ARCVAR to see … [Read more...]

ARCVAR – A Really Cool VAR

by

I currently work for an engineering/logistics/manufacturing company in Cleveland, OH.  We use Sage 500 ERP and I am part of a team of four dedicated to customizing the product, writing reports, analyzing data, etc.  Bottom line: I don't have a working installation of Acumatica. I was able to connect with A Really Cool VAR (ARCVAR).  They are going to help me get the product installed and get me access to the training material.  In exchange, I will help produce training … [Read more...]

ANEXPERT – An Expert

by

An expert (ANEXPERT for short) is a person who has a lot of experience in the ERP arena, but they consider their experience to be a complete body of work. They often begin their introductions by touting their decades of experience. A person might not even realize that they consider themselves to be ANEXPERT. However, you can usually tell by their tone of voice and body language. The problem with ANEXPERT is not the amount of knowledge that they have. The problem is with their mindset. Their … [Read more...]

APAL – A Perpetual Acumatica Learner

by

May 1st, 2013 So what do I mean by A Perpetual Acumatica Learner (APAL)? Perpetual can be defined as: "never ending or changing" This blog will approach Acumatica from a learner's perspective. Currently, I hardly know anything about Acumatica. However, as time goes on and I acquire more and more Acumatica knowledge, I might be tempted to fall into the mindset of ANEXPERT. This is dangerous. Even the most seasoned ERP veterans should always maintain a learner's mindset. APAL never arrives, … [Read more...]

Introduction

by

I have decided to begin writing a blog about learning Acumatica (click here). This is going to be quite a learning experience, both with learning Acumatica and with trying to communicate via a blog. It could be a failure or a success. We'll see how it goes... I first became interested in Acumatica sometime last year (can't remember exactly when). It was mentioned on the Panorama Consulting Solutions blog (click here). As I began to learn more and more about Acumatica, I became more and more … [Read more...]

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2026 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.