Wow, I can't believe that it's been two months since my last substantial blog post! But it is Summertime and family activities take priority over the blog. We did some camping, made a trip to California to see family, and have generally been having a blast enjoying the nice Summer weather. Now it's time for a long overdue blog post. Two months ago we built a very simple example of a dashboard in Excel (click here). Since we built it from an Acumatica OData connection, we were able to … [Read more...]
Acumatica Out of the Box Reports – Two Year Journey (Updated)
The journey of a thousand miles begins with one step. - Lao Tzu The two year journey that I began on February 5th, 2015 has turned out to be only a 4 month journey. I have decided to stop posting a review of one of the out-of-the-box reports on Thursdays. Basically, I think that I have reviewed enough reports to become comfortable with the process and there is no need to continue. I will review more reports in the future on an "as needed" basis. However, I'm still glad that I started the … [Read more...]
Acumatica Standard Reports: CA Edit
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 CA Edit (CA612000) report in Acumatica shows you the transactions that have been entered through the Transactions (CA304000) screen and that are not On Hold and not Released. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: Reconciliation Statement
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 Reconciliation Statement (CA627000) report in Acumatica assists you went reconciling your bank accounts. You can see a list of the transactions that have not yet been reconciled in the period that you select. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: Cash Account Details
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 Cash Account Details (CA633500) report in Acumatica allows you to see the individual transactions in a cash account for a chosen date range. The Cash Account Summary (CA633000) report shows a summary of the transactions per day, but this report actually shows you each individual transaction. Screenshots Here are some screenshots from the report: … [Read more...]
Microsoft Excel Dashboards in Acumatica ERP
Last week we built a very simple dashboard in Excel by connecting Acumatica data to Excel using OData. This week I have been super busy so I wasn't able to put together a video post. However, I did find a couple of helpful links that demonstrate the power of Microsoft Excel Dashboards in Acumatica ERP: … [Read more...]
Acumatica Standard Reports: Cash Account Summary
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 Cash Account Summary (CA633000) report in Acumatica gives you an overview of your cash situation. You can see the daily balance of each of your cash accounts along with a summary of the receipts and disbursements. Screenshots Here are some screenshots from the report: … [Read more...]
Building a simple Dashboard in Excel using Acumatica ERP OData
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...]