— The Forums are now read-only —
— All new activity now takes place here: —
Notifications
Clear all
Search result for: Acumatica
Page 1 / 2
Next
The title of this Discussion Topic is for people who might be searching for "is Acumatica a public company" on Google in the future.
First, to answer the question of "is Acumatica a public company?" as of December 17th, 2020, the answer is "no". Acumatica is currently a privately-help company under EQT ownership. EQT Partners acquired Acumatica in June 2019. EQT Partners is headquartered in Stockholm, Sweden.
Click here for my lengthy analysis of the June 2019 EQT acquisition of Acumatica, including lengthy quotes from multiple news articles
...
This post shows you how to create one of the examples from my presentation at Acumatica Summit 2019 in Houston, entitled C103: Getting Actionable Information with Self-Service Reports & Dashboards (click here for all of the examples).
In this Example #7, I'd like to illustrate the difference between Exporting to Excel from a Generic Inquiry and connecting a Generic Inquiry directly to Excel using OData.
I'm a HUGE Excel fan and I've written a number of posts about Excel in the past, including when Acumatica first connected to Excel with OData back in A ...
I get to demo some of the new reporting features in 2020 R1 during the Acumatica 2020 R1 Feature Update session at Summit 2020.
Here are some notes about what I get to demo.
1. Additional CRM Reports Acumatica continues to invest not only in Pivot Table functionality (more on that later), but in improving the pre-built Pivot Tables that are available out of the box.
There are several new Pivot Tables available in the CRM module:Support -> Inquiries -> Cases BI (CR3060BI)Marketing -> Inquiries -> Leads BI (CR3010BI)Marketing -> Inqui ...
@apontew Are you using Acumatica at work or is it just a learning hobby? Either way, props to you for the initiative. I began my journey with Acumatica the same way:
If Excel is your primary "medium" for exchanging data with Acumatica, both data out from Acumatica into Excel and data back into Acumatica from Excel, I would recommend that you look at OData for data extraction and Acumatica Import Scenarios for data import. OData and Import Scenarios are simple tools that won't directly utilize your programming experience, but you can get the job done a lo ...
Looking for a New Acumatica Certified Consultant?Check Success Services for Acumatica- Certification2Hire Program's Newest Certified Candidate!!
CONGRATULATIONS!!Success Services for Acumatica Certification2Hire Candidate 144New Acumatica Certified Business ConsultantGet to know her background at
Attachment : Candidate 144.jpg
How are you changing your organization's business processes in the wake of the COVID-19 Coronavirus?
How are you changing the way that you use Acumatica?
Do you have ideas that you'd like input on?
I'd love to hear your thoughts in this Discussion Topic.
Here are some of my thoughts.
As much of the world has temporarily transitioned to working from home during the COVID-19 Coronavirus lockdown, it seems to me like we have a rare opportunity to re-consider how we work in our organizations.
More specifically, the business processes that we use in our ...
Sometimes, you want to load data into Acumatica, but you don't have a "home" for it.
It might be Historical Sales data, Historical Purchase data, Historical Invoice data, Marketing data, etc.
But the goal of ERP is to put everything in one place and have one version of the truth right?
Now, I'm not saying that Acumatica should pretend to be a Data Warehouse because it's not, but I do think that Acumatica can act as a Data Warehouse in some situations.
A while back, I wrote a blog post about how you can create custom screens for storing outsid ...
Are you talking about this survey solution that was built during COVID?
The GitHub page looks like it was updated last year:
Attachment : image.png
This post shows you how to create one of the examples from my presentation at Acumatica Summit 2019 in Houston, entitled C103: Getting Actionable Information with Self-Service Reports & Dashboards (click here for all of the examples).
In this Example #8, I'd like to give an introduction to Power BI.
The best way that I know to introduce Power BI is by using Microsoft Excel 2016. The reason is that the Power BI engine (the most important piece of Power BI) is already included for free in Excel 2016.
In Example #7 we used the Data Model and created a re ...
It's great that you can drag and drop files onto Acumatica screens and the files attach automatically without even having to click the FILES -> Browse buttons.
But it used to be that you couldn't drag and drop directly from Outlook. You had to drag the Message or File from Outlook to your local files, then you could drag it into Acumatica. The reason was an Outlook and Web Browser limitation, not an Acumatica limitation.
That's why this idea got marked as Rejected:
But, in the rejection message, Vladimir provided some useful links that provide a soluti ...
I'm new to Acumatica and have been using Power BI for a couple years. At first I was excited to hear that Power BI was the reporting tool of choice for Acumatica.But as I'm learning about Acumatica's Report Designer, Pivot Tables, and Dashboard, I'm wondering what Power BI brings to the table now that Acumatica tools can't do.
Do you see any extra value that Power BI adds to Acumatica?
Full Disclosure: I'm a consultant new to Acumatica. I'm checking into the business opportunity potential for Acumatica and Power BI.
Regarding the following Acumatica Event Handlers:
1. FieldSelecting2. FieldDefaulting3. FieldVerifying4. FieldUpdating5. FieldUpdated
I'm taking some notes for myself here so I can refer back to them in the future.
I am NOT a developer and I still refuse to work in Visual Studio. It's too complicated for me. But I can do some light coding stuff through the Acumatica Customization Projects (SM204505) screen in my web browser. There are a lot of options that you can set there. Especially interesting is the EVENTS tab that you see when you click on a field: ...
I am new to developing forms in Acumatica and in Acumatica in general, my coding knowledge might be just starting to hit intermediate level, although with C# I would say I am still basic. However my issue doesn’t seem to be code related it seems to be more of an issue of me not understanding HOW the sorting works in Acumatica. On the Pick List form on the Detail Section 1 area (not kits the next detail area) it has 2 fields that I want to sort by, SOShipLine.InventoryID OR SOShipLineSplit.InventoryID. I put those 2 fields in the Schema Builder in the Sor ...
This post shows you how to create one of the examples from my presentation at Acumatica Summit 2019 in Houston, entitled C103: Getting Actionable Information with Self-Service Reports & Dashboards (click here for all of the examples).
In Example #3 we created an actionable Generic Inquiry and Dashboard.
Here in Example #4, we are creating an actionable Scorecard KPI Widget showing us the Tasks that are due today. But we'll also add this Dashboard to mobile at the end so a Salesperson could take action on their Tasks from the Acumatica mobile app.
1 ...
Queena,
The video's that Tim shared in this discussion string are conceptual designs. They were taken from a demonstration conducted by developers at Acumatica showing tools they are testing. These do not exist in the production product. Therefore, you won't find either of them in your instance of Acumatica,
Additionally, I don't recommend that you download or install the tools in a production environment as they are not supported, may break other parts of the system, and may never be deployed by Acumatica.
What happens when Acumatica sends an email out, then someone replies to it?
Well, I used to think that it went nowhere in Acumatica, but today I learned that's not the case.
Let's say you open a Purchase Order and note that there are no email activities attached.
Then you use REPORTS -> Print Purchase Order to view the printed Purchase Order and the SEND button to send it out as an email attachment.
The outbound email activity automatically gets attached to the Purchase Order. Note the (1) next to ACTIVITIES in this screenshot:
But maybe the emai ...
Here are two pretty cool Acumatica concept customizations that were done to show how you can easily create an Acumatica Generic Inquiry from a Screen, including (and this is the important part) automatic detection of the joins.
Vladimir Panchenko posted these videos to the following feedback idea:
It looks like the videos were created for an internal Acumatica Hackathon event. I reposted the videos to YouTube:
Both of these are great ideas for how to easily create Generic Inquiries from Screens in Acumatica. I hope that someday we see something ...
Our VAR, a large, well established and very reputable Acumatica VAR, is telling me that Acumatica has all but shut off VARs from technical assistance. They indicated that as Acumatica has grown they have experienced diminishing support to VARs and essentially can not get direct questions on Acumatica functionality answered by Acumatica now. They are very frustrated since Acumatica previously was one of the best in their view.
Has anyone else experienced this situation?
@andrew-smith Here are two for you:
Have you consider engaging with Celigo?
@azeigler
I am concerned as well about the lack of support from Acumatica. Our VAR was clear that Acumatica's level of support was diminished and that they could not get an answer from Acumatica concerning adding positive quality inventory transactions with a negative(credit) dollar values.
I think a response from Acumatica in the vein of "Yes, Acumatica can do that, please see "XX" resources for the details" would be perfectly acceptable.
Hi Fozzie,
You are correct, no Macs for designing reports unfortunately. But of course since running reports is done in the web browser like everything else in Acumatica, you can run them on a Mac, an iPad, a phone, etc.
You can do the following to download Report Designer and install it on your Windows computer:
Prior to Acumatica 2018 R1
Go to
Choose the folder for your version of Acumatica
Choose the folder for your specific build number of Acumatica
Choose the AcumaticaTools folder
Download the AcumaticaReportDesigner.msi installer file
Run the ...
I still see CR - Cash Return in the Order Types (SO201000) screen in my Acumatica 2020 R2 (20.204.0032) demo environment:
Attachment : image.png
As for POS, back at the Acumatica 2020 R2 Virtual Launch event (click here), Acumatica announced Acumatica Point of Sale (POS).
During acuConnect 2020 in early November, Acumatica CEO Jon Roskill clarified that it isn't designed for Retail (click here).
Doug Johnson created a private page (click here) on the new Acumatica Community website that you can access after logging in which explains the ...
Our customer service team gets calls from customers who wants to place an order . We use Acumatica to create purchase order and sales order .My question is ‘can an API be setup so that when receving a call from a customer , based on the customer contact number , Acumatica should automatically pull up the customer information and show it as a pop up in the Acumatica screen. This will save some time since the customer service representative need not manually look/search for the customer in Acumatica every time they get a call. is it possible in Acumatica ?
@lweinstein It's been A LONG time since I looked at this personally, but here's an article on configuring the Universal Search in Acumatica:
I don't have Maxi / Aztec experience, but I would think it would be the same as MICR in that it's just a font that needs to be installed on the web server. If you are on Acumatica SaaS like most Acumatica customers are, I'm pretty sure that the Acumatica SaaS team will do this for you as part of your subscription. This is my experience with MICR:
It used to be that your only option for embedding Power BI reports into Acumatica was to setup a connection between Acumatica and Power BI on the External Applications (SM301000) screen:
If you want to use the Power BI Embedded option in the screenshot above, that's still the way you need to do it. But I find that the Power BI Embedded option is a little pricey for companies looking to start getting into Power BI. Checkout the Power BI Embedded pricing page (click here) and you'll see what I mean.
I personally like the Power BI option since it's just ...
Are you going to Acumatica Summit 2021?
Originally, Acumatica Summit 2021 would have been in January 2021, then it got moved to May 2021 (click here), then it got moved to July 2021 (click here) which is the current plan.
You can register at (click here)
Attachment : image.png
What do you think about the new Acumatica Community website?
What do you think about the changes being made to AUGForums.com as highlighted in this blog post?
I'd love to hear your thoughts. Well, I guess "read" your thoughts. I mean, not "read your mind", but read what you type on this Discussion Topic.
Hi Scooter,
You just need to go to Acumatica -> Connection Manager on your Excel ribbon like this:
This opens another window. In this window you need to click the Add... button:
Then you just need to put in some information:
Name: Give your connection any name that you want. You will reference this Name when you start writing Excel formulas.
URL: This is the same URL that you access Acumatica with. Mine happens to be on my local computer, but this could be any publicly available URL. Nothing different from accessing the Acumatica applicat ...
Hello everyone 🙂
I wonder how to integrate Acumatica with Amazon Sellers Center (another product than Amazon Marketplace).
Background:
Since 1 January 2021 Amazon has changed the personal data law restriction, since this Amazon step, a lot of Amazon Customers have blocked access to developers API account. So one solutions is to use the platform of another provider like integration platforms.
What I want to achieve:
I wonder how to connect Acumatica / Lexbizz (Haufe X360) with Amazon Sellers Center (FBM - Fulfillment By Merchant).
Lexbizz (Haufe X360 ...
Rodney, I'm not a licensing expert but I strongly suggest the issue relates to your current version. You are pretty far out of date from what Acumatica currently supports. You may need to open a case with your reseller and Acumatica to get a special license file. Version 4 was retired on January 26, 2017.
This is a list of currently support versions:
Supported Releases
Initial Release
Expected Retirement Acumatica 6.1
Jan 31, 2017
Jan 31, 2019 (previously Oct 16, 2018) Acumatica 2017 R2
Oct 9, 2017
Jul 31, 2019 Acumatica 2018 R1
Mar 19, 2018
Jan ...
Hi
I am totally new to Acumatica. Hence bear with me if I sound like a total newbie (which I am).
A little bit of background about me first: I have been doing ERP systems implementations for over 20 years downunder mostly in the logistics/warehousing/wholesaling/light manufacturing sectors with all sorts of packages including NetSuite/JDE/GP/Navision before the last 2 were bought out by MS. I have done a lot of customisations as most businesses couldn't use any ERP system out of the box. Unfortunately, my ex left me and she's got the cars/houses/kids and I ...
Great question and one that can be VERY confusing.
An Acumatica Instance is just a website or a URL.
A Customization Project can affect two things:
1. Front-End: The Acumatica front-end is essentially just .aspx web pages. Each screen that you visit in Acumatica is just an .aspx web page. There can only be one web page for the screen in each Acumatica Instance. Multiple companies running under the same Acumatica Instance all share the same front-end code.
2. Back-End: The Acumatica back-end is the database. Since an Acumatica Instance can only be connect ...
CONGRATULATIONS!!Success Services for Acumatica Certification2Hire Candidate 138
New #Acumatica #Certified System #AdministratorGet to know her background at Want to get Acumatica certified?Contact us at +1 (214) 480-4115
Attachment : Candidate 138 badge.jpg
Is anybody else running the stock 2-factor MFA on the on premise copy of Acumatica or using a 3rd party for MFA?
If using the stock version did this stop working and on which version?
I am trying to decide if this was functionality that was originally part of Version 2019 that was pulled for 2020R1.
A couple of posts I read online say that people had this enabled and then upgraded and it went away.
Peeking at Doug Johnson’s tech Tuesday tip and looking at some of the comments, it sounds as if Acumatica is reworking the pricing for native multi-factor c ...
Hi @wildlifetracker,
You might want to repost this Discussion Topic in the Configuration and Installation forum on the new official Acumatica Community website:
Here on AUGForums.com, most of the content will now focus on reporting, with the exception of general topics in the Accounting in Acumatica (click here), Poll Questions (click here), and Everything Else (click here) forums. Also, the AUGForums.com Real Talk Podcast (click here) will continue to focus on real Acumatica customer stories (click here if you'd like to participate).
For more info abou ...
Hi @alger040304,
You might want to repost this Discussion Topic in the Construction forum on the new official Acumatica Community website:
Here on AUGForums.com, most of the content will now focus on reporting, with the exception of general topics in the Accounting in Acumatica (click here), Poll Questions (click here), and Everything Else (click here) forums. Also, the AUGForums.com Real Talk Podcast (click here) will continue to focus on real Acumatica customer stories (click here if you'd like to participate).
For more info about how AUGForums.com comp ...
For builds, try and it will forward you to a more complicated URL.
For courses, I personally go here and then search for the course number:
I'm still not 100% sure what the difference is between the Acumatica Open University and the University for partners. They seem largely the same to me. That would be a great Discussion Topic for the Everything Else forum on the new official Acumatica Community website:
Here on AUGForums.com, most of the forums will now focus on reporting, with the exception of general topics in the Everything Else (click here) foru ...
According to my question of Acumatica Retail Commerce Edition I have received feedback from Josh Fischer (Acumatica Product Manager)
Hi there - You are correct that there is a Retail-Commerce Edition. This is a solution for both B2B and B2C businesses who want to add online sales channels to their business. Today we offer native integrations to BigCommerce and Shopify as well as POS solutions.
You can learn more at Acumatica.com/commerce
In 2021R2 there is not a native integration with Amazon. Internally we are investigating a native Amazon connector for ...
Hi Ed - here is the answer - it is available in the Help file in Acumatica.
Yes, Acumatica supports negative stock, allowing items to be shipped or issued before they are received, primarily controlled by the Allow Negative Quantity setting in the Item Class. When enabled, the system uses the most recent historical cost for valuation until the receipt is processed. Acumatica Community
Key Details on Acumatica Negative Stock:
Item Class Setting: Negative inventory can be permitted at the item class level for specific items.
Warehousing: You can all ...
I am curious what alternatives others are taking now that External File Storage for AWS is no longer an option for Acumatica SaaS environments. Can others on this forum recommend what they are using moving forward? I tried Box.com but this still requires the "External Storage" page in Acumatica and this page no longer exists on 2020R1 or greater.
The following was informed by Acumatica from the Pricing FAQs site:
Can I purchase media storage for Acumatica SaaS?
No. All Acumatica storage for SaaS deployments is allocated to the database. By impl ...
I sent this to Doug Johnson, and asked him how to do it in Acumatica, or if there is already a customization for this.
Hi Doug: I am trying to build a webinar registration form in Acumatica CRM to invite prospects to attend my webinar. I want to do the following steps:
Build a registration form to be stored in the website of www.intercs.com
Send out a mass email to a marketing list, that has the weblink to the registration form in the website of intercs.com
When a person sees the email, completes the registration form and submits it, that person rec ...
Hi Kermit,
Power BI is a business intelligence solution from Microsoft.
You can securely pipe Acumatica data into Power BI using something called OData. More on OData here:
Power BI is like Acumatica Dashboards "on steroids". You can build more advanced dashboards using it.
Think of a Power BI Tile like an Acumatica Dashboard Widget. It's one piece, or element, of a Power BI dashboard.
The Power BI Tile widget in an Acumatica Dashboard allows you to take a Power BI Tile and display it inside an Acumatica Dashboard.
For more on how to do that, checkout ...
... must say that I'm happy they finally added the Undo button (click here). I mainly try to avoid it because I view Report Designer as a tool for traditional paper reporting which I think is very much on the decline. Here is a slide from my presentation at this past Acumatica Summit on the topic:
Second, I've found that more than 50% of the time, when someone asks for a report, they are really just asking for the data. When I give them a Generic Inquiry, then they are happy. Then they go off and do something with it. This is especially nice with Generic I ...
Happy to share. I don't want to name the VAR since I am the one asking the question, not them.
The specific issue relates to the other recent post/question of mine. Our VAR is trying to figure out if Acumatica can handle stock inventory with a negative or credit value. I asked if they could simply ask Acumatica if any clients have this use case, to quickly determine if trying to figure it out was "a fools errand". (perhaps Acumatica does not allow credit balances in inventory as a built in control since it is unusual). Our VAR has been working for about 10 ...
Hi Sam,
Sorry for the late reply. I kind of put things on hold over the holidays.
Some things to consider.
Report Designer: When it comes to slicing and dicing where you want something that is interactive, Report Designer in Acumatica is not that great. Report Designer is really better for printed forms like Checks, Customer Invoices, Sales Orders, Purchase Orders, etc. As soon as you want to change your mind on something, you basically have to go build a new report and you have to use a tool that is more of a programmer's tool, not so much an end-user to ...
Hi @msylvia,
I recommend posting this in the new official Acumatica Community Forums:
For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
I am going to start posting some of utility scripts that help me with day to day on-premise tasks with Acumatica.
Here is a script in PowerShell that I use - so I don't have to babysit a dev server when I change out the version of Acumatica.
Steps of this script:
It verifies that your are an administrate user.
You pick the version of installer out of the directory of installers.
It checks to closes ALL windows for Acumatica ERP Configuration Wizard on all profiles (saving the reboot flag from getting tripped).
It silently uninstalls the current ...
Hi @clove26,
I recommend posting this in the new official Acumatica Community Forums:
For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
Page 1 / 2
Next
By using this website, you agree to our Terms of Use (click here)
