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Acumatica Dashboards, Reports, and Inquiries

May 29, 2014 by Tim Rodman

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...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Dashboards, Acumatica Generic Inquiry, Acumatica Report Designer, Acumatica Reporting, Acumatica Training, Acumatica University, S130

Zaletskyy’s blog: Acumatica Active Directory Integration

May 27, 2014 by Tim Rodman

Continuing my stroll through Zaletskyy’s archives (click here), here is another cool post about Active Directory integration in Acumatica. Active Directory is the Microsoft feature that allows an application to know who you are so you don’t have to setup a separate login with yet another password that you have to remember. If you setup Active Directory integration in Acumatica, all you have to do is login to your computer in the morning and you’re good to go. When you go to use Acumatica, you … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Active Directory, Acumatica Training

Lesson Learned: Don’t Abandon the Acumatica Data Access Classes (DAC)

May 22, 2014 by Tim Rodman

Ok, I give up. Exactly one month ago (click here) I attempted to abandon the Acumatica Data Access Classes. Now, at the time I wasn’t sure if it would work out, but I thought I’d at least try it temporarily. One month later and I’ve given up. I feel like I need to go to a chalkboard and write “Don’t abandon the Acumatica Data Access Classes” over and over again. … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Training, BI360, Crystal Reports, OData, Power BI, Power Pivot, Power Query, SSRS

Zaletskyy’s blog: Creating a brand new screen in Acumatica

May 20, 2014 by Tim Rodman

I recently discovered Yuriy Zaletskyy's blog (click here). He is a developer and writes about Acumatica from a technical perspective. I took some time and skimmed through all of his posts. For the next few weeks I’m going to highlight the ones that I found interesting. For this week, here is a post about how to create a brand new screen in Acumatica. This is over my head right now, but I hope to come back to this post in the future and get comfortable with it so I can create my own screens in … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica New Screen, Acumatica Training

Sergey Blog: Acumatica Branch Security

May 19, 2014 by Tim Rodman

Sergey has a great post up about Acumatica branch security. Branches are a part of the multi-company setup configuration strategy in Acumatica (click here). The nice thing about branches is that they aren’t just accounting buckets because they also carry security along with them. So you can have multiple locations or business units and you can keep your users from seeing things outside of their respective location or business unit. It seems to me that situations which used to required you to … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Branch Security, Acumatica Multitenancy, Acumatica Training

Week 3 – Out in the Cold With the Acumatica Database

May 14, 2014 by Tim Rodman

After taking a detour last week and exploring how to add new fields to existing screens in Acumatica (click here), I decided to return to the task of learning to create Excel reports that point directly to the Acumatica database. I began with this idea three weeks ago (click here) and continued two weeks ago by taking some baby steps to create a very simple Excel report (click here). This week I decided to pickup with where I left off a couple weeks ago and attempt to continue reproducing the … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica DAC, Acumatica Database, Acumatica Training, Microsoft Excel

Acumatica Blog: Acumatica Branches and Entities

May 13, 2014 by Tim Rodman

Jean Gea has a new post up on the Acumatica blog with a nice simple overview of how multi-company works in Acumatica. I blogged about this last year after taking the F300 Inter-Company Accounting (V3.0) course (cilck here). It looks like what they used to call companies, they are now calling entities. Acumatica is definitely in a good position to appeal to companies with multiple distinct business units because of how easy it is to deploy web-based technology and because of the strong … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Multi-Company, Acumatica Training

Sergey Blog: Overcoming Basic Authentication Error in Excel Acumatica

May 12, 2014 by Tim Rodman

Sergey gives us a tip on how to overcome the basic authentication error that you get when you try to refresh an exported Excel file over a connection that is not using SSL. This is a common occurrence when you are giving a demonstration of Acumatica because there is a high likelihood that you won’t be using a secure server for the demo. Sergey’s post interests me because it’s related to the Excel Export feature in Acumatica. I have also been interested in this feature recently and have been … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Excel Basic Authentication, Acumatica Training

Acumatica Blog: NUCLEUS RESEARCH PUTS ACUMATICA CLOSER TO LEADER QUADRANT IN LATEST TECHNOLOGY VALUE MATRIX

May 9, 2014 by Tim Rodman

Acumatica has a new blog post up. I really like this post because I didn’t know that such a matrix ranking even existed for mid-market ERP products. This is good stuff! I downloaded the entire 13 page report and read it very carefully. The report includes a write-up on each vendor included in the matrix. A few of my random thoughts: … [Read more...]

Filed Under: Miscellaneous Tagged With: Acumatica, Acumatica Blog, Acumatica Facilitator, Acumatica Training

Adding New Fields To Existing Screens in Acumatica

May 7, 2014 by Tim Rodman

Update (October 4th, 2016): This post was written on Acumatica 4.2, but things have changed since Acumatica 4.2. To see this done in the latest version of Acumatica, checkout this post by Mark Franks. Michael Coman provided another great Acumatica learning experience for me. The last one was related to creating a Project Quote (click here). This time he responded to a post on this blog and asked a question about adding new fields to existing screens in Acumatica (click here). At first I … [Read more...]

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Custom Fields, Acumatica Customization, Acumatica Customization Projects, Acumatica Training, Adding Fields in Acumatica

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