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 Installation and Configuration
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...]
Acumatica at the Doctor’s Office
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
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...]
Lesson Learned: Don’t Abandon the Acumatica Data Access Classes (DAC)
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...]
Week 3 – Out in the Cold With the Acumatica Database
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...]
Adding New Fields To Existing Screens in Acumatica
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...]
Week 1 – Out in the Cold With the Acumatica Database
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
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
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...]
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