Since I'm watching videos which were recorded using version 3.0, I noticed that the navigation pane on the left-hand side of the screen used to look like the Microsoft Dynamics ERP navigation panes in version 3.0. Now the navigation pane has been reinvented to look like this: Interesting move to go away from the ribbon look and feel that so many Microsoft-friendly products are moving towards. … [Read more...]
Acumatica Training Videos
Some brief comments about the Acumatica training videos on Acumatica University: I'm currently going through the F120 Advanced Accounts Receivable (V3.0) course which employs the most extensive set of videos that I've encountered so far. The lady who recorded the videos has an accent that takes a little while to get used to, but I really like her enthusiasm. Also, there is an advantage to her not having a stellar command of the English language because it forces her to read from a script (at … [Read more...]
Demo Company
Tonight I realized that I didn't do my F110 Advanced General Ledger (V3.0) transactions in the demo company. Instead I did them in the blank company which was required to complete the F100 Hands-On Financials (V4.0) course. Oops... So, I went back and installed the demo company in the same database as my original blank company. It's nice to have the option to install multiple companies in the same database if you want. This makes consolidated reporting much easier. Now I'm going back through … [Read more...]
F110 Advanced General Ledger (V3.0)
I got a response from the email that I sent to learning@acumatica.com and the instructor recommended that I go through all the Financial courses, then we can look at everything in one sitting. So, tonight I went through the F110 Advanced General Ledger (V3.0) course. Nothing too complicated here, just covered the following: Allocations Recurring Transactions Budgets Closing Process Some of the screen names were a little different since this is a 3.0 course (no 4.0 available yet), but the … [Read more...]
Acumatica 4.0 Screens
I created an Excel Pivot Table with a list of all the Acumatica 4.0 screens. In order to view the Pivot Table, please click here. Here is my SQL code for the query that feeds the Pivot Table: SELECT MainModule.Title[Main Module],SubModule.Title[Sub Module], Pane.Title[Pane],Category.Title[Category], Screen.Title+' ('+Screen.ScreenID+')'[Screen] FROM dbo.SiteMap Screen LEFT OUTER JOIN dbo.SiteMap Category ON Screen.ParentID = Category.NodeID LEFT OUTER JOIN dbo.SiteMap Pane ON … [Read more...]
Finally Done Importing
I finally finished the data migration portion of the F100 Hands-On Financials (V4.0) course. Data migration is my least favorite portion of any implementation because: I think it's boring It always takes much longer than you think it will It took me a few late nights to finally get through this. There was some bad data in some of the import files that I had to cleanup in order for the import to go through successfully. When you import AP and AR open bills/invoices, the system automatically … [Read more...]
Importing Vendors
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...]