AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register

   AUG, An Acumatica User Group

Project Quote Form

March 15, 2014 by Tim Rodman

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...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica ERP Software User Group, Acumatica Project Quote, Acumatica Report Designer, Acumatica Training

Acumatica LinkedIn Group Comparisons (Part 1)

March 8, 2014 by Tim Rodman

I thought it might be interesting to periodically check how the Acumatica groups on LinkedIn compare to some other ERP groups on LinkedIn. I looked up 18 different ERP groups on LinkedIn (including Acumatica) to compare their number of members and number of discussions posted this month in order to gauge how large and how active they are. Now, this is not a very accurate method to try and determine how large the user base is for these ERP products and how active they are, but I think it's still … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica ERP Software User Group, Acumatica Training, LinkedIn

Rolling Monthly Financial Report

August 4, 2013 by Tim Rodman

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...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica ERP Software User Group, Acumatica Financial Statements, Acumatica PL, Acumatica Profit and Loss, Acumatica Training

By using this website, you agree to our Terms of Use (click here)
Building Generic Inquiries & Pivot Tables

Online Members

 No online members at the moment

Recent Blog Posts

  • EP 160: How long does it take an Automation Schedule to run in Acumatica (Podcast) November 7, 2025
  • EP 159: Mark Safran – Smartsheet Dashboards with Acumatica data (Podcast) October 29, 2025
  • EP 158: Garrett Rochell – Acumatica Upgades, especially with the Modern UI (Podcast) October 4, 2025
  • acuCONNECT 2025 – Visualizing Inventory Balance $ and Service Level % TOGETHER September 19, 2025
  • EP 157: acuCONNECT 2025 Preparation – Part 4 (Podcast) September 16, 2025

Recent Forum Posts

  • Tim Rodman

    RE: Generic inquiry with information from Audit history(CT301000)

    @graemelm Just pulled it in as a Custom DAC fed by the ...

    By Tim Rodman , 2 days ago

  • Tim Rodman

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @astra-mathis thank you for the detailed instructions. ...

    By Tim Rodman , 2 days ago

  • Astra Mathis

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @timrodman - using the files from this article and foll...

    By Astra Mathis , 2 days ago

  • GraemeLM

    RE: Generic inquiry with information from Audit history(CT301000)

    @timrodman Hi Tim, hope you're well! I'm interested t...

    By GraemeLM , 3 days ago

  • sangland

    RE: Customer Portal Setup - Access issues to create sales order

    Hi, was there an answer for this problem?

    By sangland , 2 weeks ago

  • Bronwyn Duprey

    RE: Attribute Input Mask

    Does anyone know where I can find instructions on the f...

    By Bronwyn Duprey , 3 weeks ago

  • Astra Mathis

    RE: Importing Acumatica User Roles / User Security Permissions from Excel

    @nangel SM651500 Access Rights by Role or SM651700 Acce...

    By Astra Mathis , 1 month ago

  • matthewjames

    RE: Generic Inquiry Screenid changes to ScreenId=00000000

    if anyone gets this error again (resetting screen ID to...

    By matthewjames , 2 months ago

  • Travis

    RE: Pick List report suddenly not splitting on Shipment

    I never found a solution initially - here I am 3 years ...

    By Travis , 3 months ago

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2025 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.