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Acumatica Blog

Acumatica is an exciting Cloud ERP product and this is my personal Acumatica Blog. Feel free to contact me with any Acumatica questions that you might have.

 

Adding Phases

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Disclaimer I haven't gone through the P200 Project Management Configuration course yet. I'm just poking around the screens in the Projects module. What, No Phases? In the Project Accounting module in Sage 500 ERP, I'm used to having three levels: Project, Phase, and Task. You have to charge costs to a Project and to a Phase, but the Task is optional. However, every Task must belong to a Phase. The Phase is kind of like the parent to the Task. However, in Acumatica I can only see Tasks, no … [Read more...]

PAL Revisited

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It has been almost a year since I started this blog and I wanted to revisit what I mean and what I don't mean by the PAL acronym (Perpetual Acumatica Learner). PAL My first post on the topic of PAL (I called it APAL at the time) was mainly to describe the difference between a learner and an expert. However, recently I was feeling pressure from the word "perpetual" because I haven't been spending enough time to learn Acumatica. I was beginning to think that I shouldn't call myself a Perpetual … [Read more...]

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...]

Future of Cloud ERP?

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Here is a good article pointing out that the cloud hype hasn't reached the ERP world yet and maybe never will. Acumatica is positioned for this by allowing their customers to buy and host Acumatica on-premise. NetSuite, on the other hand, only allows the SaaS option. http://panorama-consulting.com/what-is-the-surprising-future-of-cloud-erp/ This reminds me of the Western Digital commercial that I posted a link to a few months … [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...]

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