If not making a decision to implement or upgrade to a cloud ERP is the decision you choose to make, there may be a delay in growth. Read about the financial effects of your non-decision in the new Aberdeen Group Whitepaper, The Cost of Doing Nothing: Why You Can’t Afford to Sit on an ERP … Read more
Before you jump into the Acumatica screen to set up item pricing, you should think about what drives pricing on your products. Things such as: Stock or non-stock item Default price Sales price The customer The price class Discounts Currency Unit of measure Location Warehouse Markup percent And possibly more Note: Acumatica’s sales order entry … Read more
The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more
In Acumatica you will find a number of drop-down or pick lists defined in Automation Steps. You can edit these lists however, it can be tedious and you don’t want to miss anything. Here’s a quick tutorial. Basics of Automation Steps Acumatica Automation Steps and also known as workflows. They consist of nodes and … Read more
In Acumatica, you can use snapshots to easily create a new tenant by copying settings from another tenant. Snapshots can be used as templates to quickly and easily set up new tenants similar in configurations; such as a test environment. They can: Contain full or partial data Can be saved locally Can be imported and … Read more
Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica. Many people rely on this type of connection for reporting and integrations with legacy systems. Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … 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
Acumatica is easily customizable; however, there are some important factors to consider before you start making all those changes. When it comes to making certain changes that affect the logic behind the system, or user interface changes to the Acumatica Portal, there are several things to consider and keep in mind. The Acumatica portal has … Read more
Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more
It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more
Acumatica has proven their commitment to their customers again, this time two – fold. New Release – Acumatica 2018 R2 First, with their recent release of Acumatica 2018 R2, Acumatica took ideas submitted by end-users and developed them into enhancements and tools in this new release. These new features address three specific areas: Customer … Read more
The Quick Menu in Acumatica is definitely a customer favorite. It’s great – you can choose which screens you want displayed, easily and without much clicking around. My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered. For example, you’d like a notification … 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
I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more
Trying to move Generic Inquiries (GIs) in Acumatica from one site to another? You will probably experience a site map conflict. Here’s the error message I got when I tried to export a GI from a source instance and then import it to a destination instance: Why do you get this Site Map error? Depending … 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
If a picture is worth a thousand words, then what is a video worth? A lot, as it turns out! I am an ERP developer, not a writer, yet I used to spend a lot of time writing instructions or explaining concepts in lengthy documents. I’ve moved away from writing and have found it’s easier … Read more
No, you don’t need a developer to add fields to a screen. Even if the field you want isn’t in the customization list, you can still add it. We recently had a client who needed the ability to sort on the status of their fixed assets. The problem was, there was no Fixed Asset Status … Read more
The Recurring Transactions function in Acumatica is just one of the ways that this system helps automate your processes. For repetitive transactions that occur on a regular basis, you can create a schedule and add it to a batch (or multiple batches) or a journal entry. This eliminates the need to pull each transaction one … Read more
Here’s a great time-saving project I recently did. I had a customer who wanted a button on a screen in their Acumatica system to launch the Journal Entry window. Not only did it launch the window, they wanted that screen loaded with data provided from the source page of the button. So, I built a … Read more
We recently shared some tips on Acumatica’s powerful dashboards and presented a webinar on the new features in Acumatica 2017 R2 with the new modern user interface. While dashboards are powerful reporting tools that can provide great insight into financial and operational areas, access to a dashboard requires the same consideration as any other screen or … Read more
I was working on a client project in Acumatica and stumbled across the PXCheckUnique attribute. This handy attribute allows the system to ensure that field values are unique that aren’t a part of the unique key defined for the table. PXCheckUnique Allows you to control unique values in a grid for a specified set of … Read more
Do you have batches where one line that is recorded to a wrong account, subaccount, or branch? You probably don’t want to reverse the whole transaction to fix it. In Acumatica, using the Reclassify action allows you to change the one line of a batch that needs to be fixed, instead of Reversing the whole … Read more
Did you know that Acumatica has a mobile app that you can use on your phone or tablet? It comes with your license at no additional charge! Yes, that means FREE. This tool can be valuable to you and your team and it is easy to access and setup. How to Setup the Acumatica Mobile … Read more