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
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
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
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
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
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
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)
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
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
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...]