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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.

 

Creating a New Company

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I wanted to create a new company in Acumatica that would only be used for the F100 Hands-On Financials (V4.0) course that I am retaking, but I couldn't remember how to do it. So, after figuring it out again, I thought I'd document it here so I can use these instructions next time I need to create a company. Please note, these are not official instructions, but I think they get the job done. 1. Find Acumatica ERP Configuration on the start menu (assuming Acumatica is installed on your local … [Read more...]

Training Courses Take 2

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I It has been 5 days since I failed the examination, but I have been under the weather this week so I am just now getting around to starting the redo. I am starting by deleting the folders with the course material since I know that Acumatica University is frequently changing and the material might have changed since I last downloaded it. I plan to put in two Pomodoros tonight and then get back to painting the bathroom. Here we go!   … [Read more...]

NetSuite & Oracle vs. Acumatica & Microsoft

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I didn't realize until reading this article today that NetSuite is so aligned with Oracle. "A pioneer in the SaaS (software as a service) market, NetSuite has Ellison as an investor. Its software has typically run on the Oracle stack including the database." I don't know that much about NetSuite, but this article helped me further differentiate between Acumatica and NetSuite. I already knew the following differences: Priced per user (NetSuite) vs. Unlimited users (Acumatica) SaaS option … [Read more...]

Examination Failed

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Well, yesterday I failed the examination for the first Financial module course. I then failed the second examination. Before failing the third examination, I decided to stop, not wanting to waste the instructor's time. Basically, the examination consists of an Acumatica instructor checking my Acumatica version to see if I was able to perform all the exercises that were in the course material. They spot check different things to make sure that I followed the exercises to the letter. I thought I … [Read more...]

Rolling Monthly Financial Report

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Last week someone posted on the LinkedIn Acumatica User Group asking about how to create a rolling monthly financial report. Now, it's always dangerous to assume that you know what someone is asking for just by reading a couple of sentences, but I thought I would live dangerously and try to answer the question. Disclaimer: This is my first time trying to write a financial report in Acumatica so MY METHOD MIGHT BE COMPLETELY WRONG. But, it does seem to work, and sometimes that is good enough. I … [Read more...]

Custom Vendors Report – Correction

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I realized that my Custom Vendors Report was not correct. This was due to the Business Account concept in Acumatica. I'm still not sure of the reason for it, but there is an entity called a Business Account (BIZACCT) that is the parent entity for both Customers and Vendors. If you go to the Segmented Keys (CS202000) screen, you can see that both Customers and Vendors share the same parent entity, BIZACCT.     What this means is that both customers and vendors store some … [Read more...]

S130 Reports Dashboards and Inquiries – Making Progress

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I barely made it through the first 66 pages of the 112 page training manual on Acumatica Report Designer because it was really dry and boring. To be honest, I didn't read it carefully, but instead skimmed through. The concepts are consistent with other report writing programs like SSRS and Crystal Reports and the training material is more like a reference manual than training material. However, I do think that I will be referring back to it in the future since it's a good resource. For me, … [Read more...]

Acumatica Reporting Model?

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I have to admit, at first I was disappointed to learn that Acumatica has its own reporting program. I was hoping that Acumatica would leverage SQL Reporting Services (SSRS) rather than create its own standalone report designer. The reason is that there is already so much functionality built into SSRS. I didn't see why Acumatica would reinvent the wheel. I don't know the technology behind SSRS that well so I don't know much about what would have been required to integrate it into the Acumatica … [Read more...]

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