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General Ledger Drillback

April 2, 2014 by Tim Rodman

Recently I was working on a Purchases Clearing reconciliation as a favor to the Controller at my company. It wasn't a very fun project, but we needed to make sure that the Purchases Clearing account agreed to the General Ledger so our auditors would be happy. I was asked by the Controller to help out and so I went to work. In Sage 500 ERP, the individual debit and credit transactions to the General Ledger maintain a link back to the source transaction that they came from. For example, if you … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Training, Acumatica vs. Sage 500, General Ledger, Purchase Order, Purchases Clearing, Reconciliation

Geeky Hardware Info

March 25, 2014 by Tim Rodman

Sergei has a nice post up on geeky hardware recommendations. This is especially useful if you are running Acumatica on-premise. http://blog.acumatica.com.sg/2014/03/recommendations-based-on-resource-level.html … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Hardware Requirements, Acumatica Training

Future of Cloud ERP?

March 22, 2014 by Tim Rodman

Here is a good article pointing out that the cloud hype hasn't reached the ERP world yet and maybe never will. Acumatica is positioned for this by allowing their customers to buy and host Acumatica on-premise. NetSuite, on the other hand, only allows the SaaS option. http://panorama-consulting.com/what-is-the-surprising-future-of-cloud-erp/ This reminds me of the Western Digital commercial that I posted a link to a few months … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Cloud Hype, Acumatica Training

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 Singapore – Customizing Numbering in Acumatica

March 13, 2014 by Tim Rodman

Sergey has a nice post up about creating separate numbering sequences for data that is being imported from other systems like Oracle, etc. http://blog.acumatica.com.sg/2014/03/customizing-numbering-in-acumatica.html … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Numbering Sequences, Acumatica Training

Jon Roskill Open Invitation

March 10, 2014 by Tim Rodman

Jon Roskill, the new CEO at Acumatica, posted something on the Acumatica website: http://www.acumatica.com/blog/an-open-invitation-from-jon-roskill-why-i-joined-acumatica There are two things that he said which stood out to me that I completely agree with and have noticed about Acumatica since I have been following it for about a year now: … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Millennial Generation, 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

Looking to the Future

March 5, 2014 by Tim Rodman

This week I put together a document called Case For Ending Sage 500 Maintenance (click the link to see the PDF document). My company currently pays a very sizable sum of money every year to Sage for the privilege of upgrading to the latest version of Sage 500 ERP. In recent years, however, it has become apparent that this money would be better spent on other things. In contrast, each new version of Acumatica is providing substantial new features. Even the upcoming release of the lowly … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Maintenance, Acumatica Training, Acumatica vs. Sage 500, MAS 500 Maintenance, Sage 500 End of Life, Sage 500 ERP Maintenance, Sage 500 Maintenance

Customer Portal

March 4, 2014 by Tim Rodman

It looks like Acumatica will be adding a customer portal: http://web.archive.org/web/20140404223740/http://www.acumatica.com:80/blog/customer-lifecycle-management-in-acumatica This is good news. Customers will now have access to Acumatica University which has become a great repository of Acumatica learning material. Also, this is another logical step in the direction of Acumatica becoming an ERP provider that is here to stay. … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Customer Portal, Acumatica Training

Field Security

March 1, 2014 by Tim Rodman

This week I was reviewing the security options in Acumatica and I was pleased to discover that Acumatica offers field-level security on screens. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Field Security, Acumatica Field-Level Security, Acumatica Training, Acumatica User Security

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