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%)
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
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
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
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
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
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
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
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...]
New Reports Coming in June
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