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
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
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
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
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
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...]
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