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 Detailed (GL621000) report in Acumatica shows your all the batches in the system that have been Posted or Released, regardless of the module. The format of the report is almost exactly the same as the GL Edit Detailed report, except the GL Edit Detailed report shows batches that have not been Posted, Released, or Voided whereas the GL Register … [Read more...]
Acumatica Report Designer Training Course
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...]
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...]
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...]
My New Acumatica Reports Blog
Things are beginning to take shape with my new Acumatica Reporting business. I have begun work on a new website and already picked up a customer in need of some Acumatica reports. There is a lot of opportunity here and I'm very excited. The new website and blog will be located at augforums.com … [Read more...]
My Acumatica Wardrobe Change: From “Acumatica Hobby” to “Acumatica Reporting Business”
Acumatica Hobby Up until today, this was my approach towards Acumatica: Last week was the 1.5 year anniversary for this blog and my personal Acumatica learning journey (click here). That milestone, coupled with a rejuvenating two week vacation, caused me to consider where I would like to go next. Up until now I have considered Acumatica to be a hobby. But, while on vacation, I decided to take this thing to the next level: from “Acumatica Hobby” to “Acumatica Business”... … [Read more...]
Acumatica Dashboards, Reports, and Inquiries
This week I passed S130 Reports, Dashboards, and Inquiries. I first started this course back in July 2013 (click here). Now, almost a year later, I finally finished, thanks to a renewed interest in the Acumatica reporting vision (click here). Learning a new ERP product: An endurance race … [Read more...]
S130 Reports Dashboards and Inquiries – Making Progress
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...]
Using Acumatica Report Designer – First Time
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...]
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