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Rolling Monthly Financial Report

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Last week someone posted on the LinkedIn Acumatica User Group asking about how to create a rolling monthly financial report. Now, it's always dangerous to assume that you know what someone is asking for just by reading a couple of sentences, but I thought I would live dangerously and try to answer the question. Disclaimer: This is my first time trying to write a financial report in Acumatica so MY METHOD MIGHT BE COMPLETELY WRONG. But, it does seem to work, and sometimes that is good enough. I … [Read more...]

Custom Vendors Report – Correction

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I realized that my Custom Vendors Report was not correct. This was due to the Business Account concept in Acumatica. I'm still not sure of the reason for it, but there is an entity called a Business Account (BIZACCT) that is the parent entity for both Customers and Vendors. If you go to the Segmented Keys (CS202000) screen, you can see that both Customers and Vendors share the same parent entity, BIZACCT.     What this means is that both customers and vendors store some … [Read more...]

S130 Reports Dashboards and Inquiries – Making Progress

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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...]

Acumatica Reporting Model?

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I have to admit, at first I was disappointed to learn that Acumatica has its own reporting program. I was hoping that Acumatica would leverage SQL Reporting Services (SSRS) rather than create its own standalone report designer. The reason is that there is already so much functionality built into SSRS. I didn't see why Acumatica would reinvent the wheel. I don't know the technology behind SSRS that well so I don't know much about what would have been required to integrate it into the Acumatica … [Read more...]

The Importance of Screen IDs

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Acumatica gives every screen a unique ID. This might not seem like a big deal, but I think it is. In order to see the screen ID, just put your mouse over the name of the screen and the ID will appear (GL633500 in the example below): or you can see the screen ID in the URL path in the address field of your web browser: No matter how you determine the screen ID, the important point is that there is a screen ID. This might not seem that important, but it sure helps a lot when you need … [Read more...]

Acumatica University and Vacuuming

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Today I listed to the DN003 - Developer Network - Tech Tuesday course on my iPhone while vacuuming. I kept an eye on our one-and-a-half year-old daughter while my wife was at the gym, got some chores done, and learned some more about Acumatica. Now that's some good APAL multi-tasking. Tech Tuesdays are a conference call and screen-sharing session given every two weeks for developers. Most of the info is over my head, but I am able to still pickup some useful tips and tricks. The recorded … [Read more...]

ERP – Enterprise Resource Planning

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I thought I should make a post with short explanation of the term ERP. ERP stands for Enterprise Resource Planning. It is a term that was coined by Lee Wylie at Gartner in 1990 as an extension of the term MRP (Material Requirements Planning). While MRP focusses on inventory ordering and supply chain management, ERP encompases the entire organization. I use the term ERP to refer to any system that includes the accounting data. So, I even consider Quickbooks to be an ERP system. However, SAP or … [Read more...]

Using Acumatica Report Designer – First Time

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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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