Would anyone out there be interested in a comprehensive Acumatica Report Designer Training Course? I'm thinking about creating one... The Content The training course would be comprehensive, covering everything from beginner topics like "creating your first report" and "creating fields that use calculations" to advanced topics like "determining the proper DAC relationships" and "delivering embedded reporting with subreports and hyperlinks". … [Read more...]
Acumatica Report Reviews: GL Register
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Register (GL620500) report in Acumatica shows your all the batches in the system that have been Posted or Released, regardless of the module. This is the opposite of the reports that we looked at the past few weeks because it shows batches that HAVE been Posted or Released, not those that HAVE NOT been Posted or Released. Screenshots Here are some … [Read more...]
New Reports Coming in June
Acumatica Report Reviews: GL Edit Account Distribution
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Edit Account Distribution (GL611000) report in Acumatica shows your GL batches that have not been Posted or Released. It is similar to the GL Edit Account Distribution (GL611000) report that we looked at last week (click here), except that it shows the Batches underneath each Account instead of the Accounts underneath each Batch. Screenshots Here are … [Read more...]
Customers Generic Inquiry
Acumatica Report Reviews: GL Edit Detailed
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Edit Detailed (GL610500) report in Acumatica displays your GL batches that have not been Posted, Released, or Voided. It is exactly the same as the GL Edit Summary (GL612001) report that we looked at last week (click here), except that it shows the individual debits and credits underneath each batch. Screenshots Here are some screenshots from the … [Read more...]
Sales Order Lines Generic Inquiry
Acumatica Report Reviews: GL Edit Summary
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Edit Summary (GL612001) report in Acumatica displays your GL batches that have not been Posted, Released, or Voided. You have the option to include batches that are on hold if you want. Clicking on the hyperlink in the Batch Nbr. column will take you to the Journal Transactions (GL301000) screen for the batch that you clicked on. Screenshots Here … [Read more...]
Sales Order Details By Terms
Acumatica Report Reviews: GL Budget Edit
This post is part of a two year series of posts related to the out of the box reports in Acumatica. For a full list, click here. The GL Budget Edit (GL612001) report in Acumatica shows you the amounts that you have budgeted for each GL Account. You have to pick a Ledger and a Financial Year that you want to view and then the report shows you the following: Amount – The total amount that has been budgeted Distributed Amount – The amount that has been distributed to financial periods … [Read more...]