Guest post by Haibin Zhou Quick intro from Tim: I first saw Haibin's posts on LinkedIn sometime last year. He is an independent ERP consultant in China and he does Acumatica development work, including creating reports like the one that he takes us through below. Take it away Haibin! Note: This posted originally appeared on LinkedIn and is reposted here with Haibin's permission A Landed Cost Report in Acumatica … [Read more...]
Acumatica – Fiscal Year Monthly Analysis Report by Salesperson or by Inventory Item or both (On Demand)
Guest post by Robert Lightner Quick intro from Tim: Robert Lightner (like Brade Kostreva last week) is one of a growing number of Acumatica users who have been using the product and really like what they see. So much so that they do crazy things like writing posts on their own time to share with other Acumatica aficionados. What we are witnessing here is a grassroots community that is forming before our very eyes. Speaking of community, Robert has expressed interest in starting an Acumatica … [Read more...]
Acumatica Out of the Box Reports – Two Year Journey (Updated)
The journey of a thousand miles begins with one step. - Lao Tzu The two year journey that I began on February 5th, 2015 has turned out to be only a 4 month journey. I have decided to stop posting a review of one of the out-of-the-box reports on Thursdays. Basically, I think that I have reviewed enough reports to become comfortable with the process and there is no need to continue. I will review more reports in the future on an "as needed" basis. However, I'm still glad that I started the … [Read more...]
Acumatica Standard Reports: CA 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 CA Edit (CA612000) report in Acumatica shows you the transactions that have been entered through the Transactions (CA304000) screen and that are not On Hold and not Released. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: Reconciliation Statement
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 Reconciliation Statement (CA627000) report in Acumatica assists you went reconciling your bank accounts. You can see a list of the transactions that have not yet been reconciled in the period that you select. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: Cash Account Details
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 Cash Account Details (CA633500) report in Acumatica allows you to see the individual transactions in a cash account for a chosen date range. The Cash Account Summary (CA633000) report shows a summary of the transactions per day, but this report actually shows you each individual transaction. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: Cash Account 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 Cash Account Summary (CA633000) report in Acumatica gives you an overview of your cash situation. You can see the daily balance of each of your cash accounts along with a summary of the receipts and disbursements. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: GL Reversing Batches
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 Reversing Batches (GL690010) report in Acumatica allows you to enter a batch and then see all the reversing entries that have been made against that batch, including their individual debits and credits. This isn't my favorite report, but I suppose it could come in handy when you aren't sure if there have been any reversing entries made against a … [Read more...]
Acumatica Standard Reports: Open GL Documents
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 Open GL Documents (GL656000) report in Acumatica allows you to view all the unposted GL documents in Acumatica. It's easy to forget about an unposted transaction. This report helps you to track them down and clean them up. Screenshots Here are some screenshots from the report: … [Read more...]
Acumatica Standard Reports: GL Recurring Transactions 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 Recurring Transactions Detailed (GL640500) report in Acumatica shows your recurring transactions that have been setup in the Recurring Transactions (GL203500) screen. It is very similar to the GL Recurring Transactions (GL641500) report except that it shows the individual debits and credits for each scheduled batch. Screenshots Here are some screenshots … [Read more...]