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Acumatica Learning

Rather than call it Acumatica Training, I prefer to call it Acumatica Learning, for the same reason that I prefer to call myself a Professional Learner rather than an Expert. I learn something new about Acumatica every day.

General Ledger Drillback

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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...]

Project Quote Form

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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...]

Acumatica LinkedIn Group Comparisons (Part 1)

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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...]

“Help -> Get Link” Example Using Excel

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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

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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

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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

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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

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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...]

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