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 Open GL Documents (GL656000) report in Acumatica allows you to view all the unposted GL documents in Acumatica. It's easy to forget about an unposted transaction. This report helps you to track them down and clean them up. Screenshots Here are some screenshots from the report: … [Read more...]
Creating an OData Connection by building a Generic Inquiry screen in Acumatica ERP
Two weeks ago I posted about why it’s such a big deal that Acumatica has connected to Microsoft Excel and Power BI via OData. But how do we tap into this new magic “power”? Everything begins with building a Generic Inquiry screen in Acumatica. In order to use an OData connection in Acumatica, you first have to build a Generic Inquiry screen. In this post, I’d like to walk through building a simple Generic Inquiry screen and enabling it for OData. … [Read more...]
Acumatica Standard Reports: GL Recurring Transactions Detailed
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 Recurring Transactions Detailed (GL640500) report in Acumatica shows your recurring transactions that have been setup in the Recurring Transactions (GL203500) screen. It is very similar to the GL Recurring Transactions (GL641500) report except that it shows the individual debits and credits for each scheduled batch. Screenshots Here are some screenshots … [Read more...]
Acumatica Reports – Report Designer (5%) and Excel / Power BI (95%)
Last week I mentioned the recent announcement by Acumatica which connects Acumatica to Microsoft Excel, Power BI, Power Pivot, and Power Query. Then I made my case for why I think that Excel and the “Power” tools are a big deal. What about Report Designer? But where does the Report Designer in Acumatica fit into all of this? … [Read more...]
Acumatica Connects to Microsoft Excel and Power BI with OData
Update June 4th, 2015 - Checkout my guest post over at PowerPivotPro.com Update May 6th, 2015 - Checkout my guest post over at OData.org Hold onto your seats, the world’s fastest growing Cloud ERP software (Acumatica) is about to collide with the world’s most popular Reporting and Business Intelligence software (Microsoft Excel). Acumatica made the announcement this morning May 01, 2015 (click here) at Microsoft Build, the annual conference aimed at developers who use Microsoft’s next … [Read more...]
Acumatica Standard Reports: GL Recurring Transactions
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 Recurring Transactions (GL641500) report in Acumatica shows your recurring transactions that have been setup in the Recurring Transactions (GL203500) screen. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: GL Register Detailed
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 Register Detailed (GL621000) report in Acumatica shows your all the batches in the system that have been Posted or Released, regardless of the module. The format of the report is almost exactly the same as the GL Edit Detailed report, except the GL Edit Detailed report shows batches that have not been Posted, Released, or Voided whereas the GL Register … [Read more...]
Acumatica Report Designer Training Course
Would anyone out there be interested in a comprehensive Acumatica Report Designer Training Course? I'm thinking about creating one... The Content The training course would be comprehensive, covering everything from beginner topics like "creating your first report" and "creating fields that use calculations" to advanced topics like "determining the proper DAC relationships" and "delivering embedded reporting with subreports and hyperlinks". … [Read more...]
Acumatica Report Reviews: GL Register
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 Register (GL620500) report in Acumatica shows your all the batches in the system that have been Posted or Released, regardless of the module. This is the opposite of the reports that we looked at the past few weeks because it shows batches that HAVE been Posted or Released, not those that HAVE NOT been Posted or Released. Screenshots Here are some … [Read more...]
Acumatica Report Reviews: GL Edit Account Distribution
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 Edit Account Distribution (GL611000) report in Acumatica shows your GL batches that have not been Posted or Released. It is similar to the GL Edit Account Distribution (GL611000) report that we looked at last week (click here), except that it shows the Batches underneath each Account instead of the Accounts underneath each Batch. Screenshots Here are … [Read more...]
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