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.

The Importance of Screen IDs

July 29, 2013 by Tim Rodman

Acumatica gives every screen a unique ID. This might not seem like a big deal, but I think it is. In order to see the screen ID, just put your mouse over the name of the screen and the ID will appear (GL633500 in the example below): or you can see the screen ID in the URL path in the address field of your web browser: No matter how you determine the screen ID, the important point is that there is a screen ID. This might not seem that important, but it sure helps a lot when you need … [Read more...]

Acumatica University and Vacuuming

July 28, 2013 by Tim Rodman

Today I listed to the DN003 - Developer Network - Tech Tuesday course on my iPhone while vacuuming. I kept an eye on our one-and-a-half year-old daughter while my wife was at the gym, got some chores done, and learned some more about Acumatica. Now that's some good APAL multi-tasking. Tech Tuesdays are a conference call and screen-sharing session given every two weeks for developers. Most of the info is over my head, but I am able to still pickup some useful tips and tricks. The recorded … [Read more...]

ERP – Enterprise Resource Planning

July 27, 2013 by Tim Rodman

I thought I should make a post with short explanation of the term ERP. ERP stands for Enterprise Resource Planning. It is a term that was coined by Lee Wylie at Gartner in 1990 as an extension of the term MRP (Material Requirements Planning). While MRP focusses on inventory ordering and supply chain management, ERP encompases the entire organization. I use the term ERP to refer to any system that includes the accounting data. So, I even consider Quickbooks to be an ERP system. However, SAP or … [Read more...]

Using Acumatica Report Designer – First Time

July 26, 2013 by Tim Rodman

The Acumatica Report Designer is a stand-alone program that allows you to create reports in Acumatica. Here was my first experience using the program. 1. Open the Report Designer program on the Windows Start Menu. 2. All reports are stored as an XML file with the extension .rpx. To open an existing report, you can go to File -> Open From Server... on the menu. 3. Enter the path to your Acumatica installation, then enter your login info. Note that, if you have multiple … [Read more...]

S130 Reports Dashboards and Inquiries

July 25, 2013 by Tim Rodman

While I'm waiting for my appointment with the Acumatica Instructor, I decided to continue my learning journey by taking the S130 Reports Dashboards and Inquiries course. In my opinion, reporting is one of the main reasons why people buy new ERP systems. Sure, it's nice to have lots of information stored in your ERP system, but that information is only meaningful if you can create meaningful reports. Also, the S130 Reports Dashboards and Inquiries course is the only one that makes sense at the … [Read more...]

Instructor Appointment

July 24, 2013 by Tim Rodman

Today I scheduled my appointment with an Acumatica instructor to review the financial courses: F100 Hands-On Financials F110 Advanced General Ledger F120 Advanced Accounts Receivable F130 Advanced Accounts Payable F140 Advanced Cash Management F300 Inter-Company Accounting They were very flexible with the time slots. I scheduled something for a week from Monday since my wife and daughter will be out of town on a trip. I'm scheduled to speak with the instructor after I get off work. By … [Read more...]

F300 Inter-Company Accounting (V3.0)

July 23, 2013 by Tim Rodman

I finally finished the course on multiple companies. There are two ways to configure multiple companies in Acumatica: separate branches and separate companies. It seems to me that what I typically think of as companies are actually going to be called branches in most cases in Acumatica. If you configure companies: Each company is a separate legal entity The Due To / Due From Inter-Company transactions must be created manually You must create a separate company and import the data in order … [Read more...]

Slacking

July 17, 2013 by Tim Rodman

I've been slacking lately. A few nights ago I spent the evening looking around the database tables to see what kind of reports I could create using Microsoft Power Pivot for Excel, but I neglected to look at any formal training material. Last night I watched the video on inter-company transactions, but fell asleep near the end. Plus, I didn't follow along and do the transactions in my copy of Acumatica so I need to watch the video again and this time complete the exercises. We are going on a … [Read more...]

F140 Advanced Cash Management (V4.0)

July 11, 2013 by Tim Rodman

Today I finished the F140 Advanced Cash Management (V4.0) course. Here are the main topics that were covered: Deposits You can enter your customer payments and then do a separate deposit where you select the payments that are going into that deposit. So, maybe you received four checks from customers today, but only three of them made it into the bank deposit for the day. No problem, you can select only three payments when you create today's deposit transaction, then include the fourth … [Read more...]

Change in Learning Strategy

July 3, 2013 by Tim Rodman

I've been trying to get in Acumatica learning here and there when I can, but I have a full-time job, a lovely wife, an adorable one-year-old daughter, and a son on the way. So, it's hard to find time. When I do have time, I tend to get carried away and will work on Acumatica until the early hours of the morning. Then I'm exhausted the next day and it takes some time to recoup. My new strategy is to take a more consistent, steady approach using the Pomodoro Technique. I just devote 25 minutes to … [Read more...]