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
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...]
S130 Reports Dashboards and Inquiries
While I'm waiting for my appointment with the Acumatica Instructor, I decided to continue my learning journey by taking the S130 Reports Dashboards and Inquiries course. In my opinion, reporting is one of the main reasons why people buy new ERP systems. Sure, it's nice to have lots of information stored in your ERP system, but that information is only meaningful if you can create meaningful reports. Also, the S130 Reports Dashboards and Inquiries course is the only one that makes sense at the … [Read more...]
Instructor Appointment
Today I scheduled my appointment with an Acumatica instructor to review the financial courses: F100 Hands-On Financials F110 Advanced General Ledger F120 Advanced Accounts Receivable F130 Advanced Accounts Payable F140 Advanced Cash Management F300 Inter-Company Accounting They were very flexible with the time slots. I scheduled something for a week from Monday since my wife and daughter will be out of town on a trip. I'm scheduled to speak with the instructor after I get off work. By … [Read more...]
F300 Inter-Company Accounting (V3.0)
I finally finished the course on multiple companies. There are two ways to configure multiple companies in Acumatica: separate branches and separate companies. It seems to me that what I typically think of as companies are actually going to be called branches in most cases in Acumatica. If you configure companies: Each company is a separate legal entity The Due To / Due From Inter-Company transactions must be created manually You must create a separate company and import the data in order … [Read more...]
Slacking
I've been slacking lately. A few nights ago I spent the evening looking around the database tables to see what kind of reports I could create using Microsoft Power Pivot for Excel, but I neglected to look at any formal training material. Last night I watched the video on inter-company transactions, but fell asleep near the end. Plus, I didn't follow along and do the transactions in my copy of Acumatica so I need to watch the video again and this time complete the exercises. We are going on a … [Read more...]
F140 Advanced Cash Management (V4.0)
Today I finished the F140 Advanced Cash Management (V4.0) course. Here are the main topics that were covered: Deposits You can enter your customer payments and then do a separate deposit where you select the payments that are going into that deposit. So, maybe you received four checks from customers today, but only three of them made it into the bank deposit for the day. No problem, you can select only three payments when you create today's deposit transaction, then include the fourth … [Read more...]
Change in Learning Strategy
I've been trying to get in Acumatica learning here and there when I can, but I have a full-time job, a lovely wife, an adorable one-year-old daughter, and a son on the way. So, it's hard to find time. When I do have time, I tend to get carried away and will work on Acumatica until the early hours of the morning. Then I'm exhausted the next day and it takes some time to recoup. My new strategy is to take a more consistent, steady approach using the Pomodoro Technique. I just devote 25 minutes to … [Read more...]
F130 Advanced Accounts Payable (V3.0)
Tonight I finished going through the videos and completing the training exercises for the F130 Advanced Accounts Payable (V3.0) course. Now I just need to go through the F140 Advanced Cash Management (V4.0) and F300 Inter-Company Accounting (V3.0), then I can contact an instructor to review my work. The F130 Advanced Accounts Payable (V3.0) course was pretty straightforward. Here are the topics that were covered: AP Recurring Transactions Just like on the Accounts Receivable side of things, … [Read more...]
Wiki Pages
For sure having Wiki pages available in Acumatica is A BIG DEAL. Here are some things that you can do with the Wiki pages. First, you can change existing Wiki pages. Since the entire help system in Acumatica is based on Wiki pages, there are already hundreds of pages with very useful content. However, you might want to tailor some of that content to your organization specifically. For example, maybe I am in the Vendors (AP303000) screen and I want to find out more information about … [Read more...]
- « Previous Page
- 1
- …
- 61
- 62
- 63
- 64
- 65
- 66
- Next Page »