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...]
Customer Portal
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...]
Field Security
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...]
Acumatica Access History and Screen Popularity
I've written on this blog before about the advantages of using a web-based ERP application. In this post, I'd like to focus on the fact that the client in the old school client/server architecture basically gets eliminated when you move to a web-based product like Acumatica. This allows Acumatica to easily track which screens a user is accessing. If the screens are all stored on the user's local Windows machine, it's not so easy for the central database to know who is launching which screens and … [Read more...]
“Help -> Get Link” Example Using Excel
My last post was about hyperlinks and I'd like to continue on the same theme in this post, but use an actual example in Excel. Sometimes it would be nice to make an Excel file that contains hyperlinks to the actual screens in Acumatica for each record that you're viewing. In this example, I'm going to take a simple list of vendors in Excel and add a hyperlink to each vendor ID that will drill into the Vendors (AP303000) screen in Acumatica for that vendor. Basically, all you need to do is the … [Read more...]
“Help -> Get Link” and the Power of Hyperlinks
I noticed on the top of Acumatica screens, under the Help menu, there is an option called Get Link. I tried it out and got very excited about the potential. Basically, you can open a record on a screen and then get a hyperlink that will open the screen for you and take you to the exact record that you were looking at. This got me to thinking about the lowly hyperlink. There are lots of great advantages to using web-based software like Acumatica. When we think of web-based software, things like … [Read more...]
Acumatica 5.0 Coming This Summer
Acumatica 5.0 will launch at the partner summit this coming Summer. I had a random thought that, since Acumatica is already so closely aligned with Microsoft, maybe they should follow Microsoft's lead when it comes to naming new versions of Acumatica. Microsoft uses the year of the release in many of their products (eg. Microsoft Dynamics AX 2012, Microsoft Excel 2013, and Microsoft SQL Server 2012). Also, Acumatica seems to have slipped into releasing new versions once a year anyways, so using … [Read more...]
R180 Abbreviated Business Intelligence
I completed the R180 Abbreviated Business Intelligence course tonight which is a really short course that just points you to some videos on the Acumatica website and then you take a test. I had seen these videos before when I first started looking into Acumatica almost a year ago. However, true to APAL form, I always seem to learn something new. This time around, there were a few things that caught my attention: In the Favorites and Usability Features video, it talks about how you … [Read more...]
Acumatica, Power Query, and Power Pivot
I wasn't able to spend much time on direct Acumatica learning this week, but I did get to entertain an Excel reporting idea that I think would be very powerful if I can get it to work. First, a word about Power Pivot. I began using Power Pivot early last year and have become a big fan. At my company, we now do a lot of our reporting in Power Pivot. Recently, over the past few months, I have been attending the Cleveland Excel User Group which focusses on Power Pivot and is organized by a guy … [Read more...]
A Taste of Holiday Cheer – Free Wine From Acumatica
Yesterday was my first day back in the office in four weeks. Our holiday travel plans took us to California for three weeks where I used PTO on some days and worked remotely on other days. Then the cold spell last week halted our flight, extending our stay in California by another week. No complaints from us though since I was able to continue working remotely without having to burn vacation days. So, when I finally got back into the office yesterday, I was surprised to see a package on my desk … [Read more...]
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