Since I finally passed F100, I decided to upgrade to version 4.1 before proceeding any further with the Acumatica courses. My experience with the upgrade was similar to my experience with the installation, very simple and straightforward. There are a few new things in version 4.1 that caught my attention: … [Read more...]
F100 Passed!
It has been over a month since training courses take 2. Today I had my examination for F100 Hands-On Financials (V4.0) and I passed! It took me a while to get through the exercises again because of family vacation and Summer house projects. Hopefully I'll be able to tackle the next exam, F110 Advanced General Ledger (V3.0), in less time. … [Read more...]
General Ledger Account Excel Integration
Acumatica is very good at integrating with Microsoft Excel. In this video I demonstrate the ability to export to Excel and import/update from Excel. I am using the Chart Of Accounts (GL202500) screen, but this feature is available on a number of different screens. http://www.youtube.com/watch?v=eNk4_gkmeOo … [Read more...]
General Ledger Account Structure
Update (May 31st, 2016): For a more detailed post on this topic, click here. One of the most consistent things across ERP systems is the General Ledger Account Structure where the GL Accounts are given a certain structure according to your business needs. While this isn't complicated, sometimes it's nice to see how the screens look so you get a feel for the product. It's kind of like a first date with your ERP system. So, with that in mind, here is a 4 minute video showing the relevant … [Read more...]
Philadelphia Airport PAL
A couple of weeks ago I took a trip home to meet my nephew who was just born a couple of months ago. My wife and daughter had flown out a week ahead of me so I made my trip solo. My connecting flight in Philadelphia was supposed to take off around 9:00p, but we didn't end up leaving until around 2:00a. Note to self, don't take US Air ever again. We had two planes fail on us before the third one finally came through. However, because I had my laptop with me, I was able to take advantage of the … [Read more...]
Acumatica Regional Translation
Sergey has a nice post up about how to easily translate all the field labels in Acumatica into another language: http://blog.acumatica.com.sg/2013/08/translating-acumatica-changing-field.html I've never worked on an ERP translation project, but Sergey's post makes translation in Acumatica look very simple. … [Read more...]
Creating a New Company
I wanted to create a new company in Acumatica that would only be used for the F100 Hands-On Financials (V4.0) course that I am retaking, but I couldn't remember how to do it. So, after figuring it out again, I thought I'd document it here so I can use these instructions next time I need to create a company. Please note, these are not official instructions, but I think they get the job done. 1. Find Acumatica ERP Configuration on the start menu (assuming Acumatica is installed on your local … [Read more...]
Training Courses Take 2
I It has been 5 days since I failed the examination, but I have been under the weather this week so I am just now getting around to starting the redo. I am starting by deleting the folders with the course material since I know that Acumatica University is frequently changing and the material might have changed since I last downloaded it. I plan to put in two Pomodoros tonight and then get back to painting the bathroom. Here we go! … [Read more...]
NetSuite & Oracle vs. Acumatica & Microsoft
I didn't realize until reading this article today that NetSuite is so aligned with Oracle. "A pioneer in the SaaS (software as a service) market, NetSuite has Ellison as an investor. Its software has typically run on the Oracle stack including the database." I don't know that much about NetSuite, but this article helped me further differentiate between Acumatica and NetSuite. I already knew the following differences: Priced per user (NetSuite) vs. Unlimited users (Acumatica) SaaS option … [Read more...]
Examination Failed
Well, yesterday I failed the examination for the first Financial module course. I then failed the second examination. Before failing the third examination, I decided to stop, not wanting to waste the instructor's time. Basically, the examination consists of an Acumatica instructor checking my Acumatica version to see if I was able to perform all the exercises that were in the course material. They spot check different things to make sure that I followed the exercises to the letter. I thought I … [Read more...]
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