We all strive for good data entry in any ERP system. The fact that we make critical business decisions off this data means we need clean, reliable data. Input validation helps to keep your data clean as it is getting entered into the system versus having to waste time cleaning it manually. Acumatica can help … Read more
When adding conditions or filters in Report Designer or Generic Inquiries in Acumatica, there are certain cases where you need to use the internal value of a list, or combo box (*). The internal values may be different than the external description you see, so we need a way to inspect them. These internal values … Read more
One of our favorite systems just got better! Acumatica has some fresh new attributes and options available; these enhancements are designed to make your workflow run smoothly and allow you to be even more efficient. The latest changes make Acumatica even more intuitive and easier to use, from simple things like automatically updating input information … Read more
In a previous blog, we discussed how to add custom data fields to a form and also discussed the advantages and limitations of Attributes. Prior to the Acumatica 2018 R2 update, Attributes were only available for Customer Management (e.g. Leads, Contacts, Cases, Opportunities, Business Accounts, and Marketing Campaigns), Inventory Items, Projects, Employees, Vendors, and Customers. In … Read more
From the Acumatica S130 course, Data Retrieval and Analysis, you learn that “a tabular report is a report that displays information from the database in a format consisting of multiple columns and rows.” You can use a tabular report, for example, to see a breakdown of your sales by Customer and Inventory Item Class. In … Read more
Adding a new data field to various forms in Acumatica is usually simple and quick. The system gives you countless options to choose from, with the ability to arrange them in whatever order is most intuitive for your company. But what if there is a specific field you need on a form that isn’t … Read more
Something we have all probably struggled with is finding which fields to use on our report in Acumatica. As an Acumatica developer, I’ve learned lots of time-saving tricks. Here’s the quickest way to find the field you need: Use the inspect element to bring up the field name in the Element Properties window. How to … Read more
Don’t run into conflicts with Screen ID’s when importing Generic Inquiries (GI) into Acumatica. When you export the GI from a source company as an XML file, it includes the Screen ID that was automatically assigned by the system. Then, when you import the GI to the target company, if there is another pre-existing GI … Read more
Take your reporting capabilities to the next level with the introduction of Excel pivot tables in Acumatica 6. Pivot tables are one of the key business intelligence tools in Excel, and now you can create and share them within Acumatica without the extra steps of exporting or importing your data. 3 Main Parts of a … Read more
Do you use Favorites in Acumatica? If not, you’re missing a great organization tool. In Acumatica, you can tag your most frequently used items as Favorites. That way you have quick access to them every day. Here’s some tips on how to manage your Favorites list: To add a new item to your Favorites list, … Read more
In Acumatica ERP, access to information is controlled by the Security Role assigned to each user account. A role is a set of access rights that allows the security administrator to define access to the system resources down to the level of each form field. Example: We have an Accounting Clerk, in charge of entering … Read more