Tag: Acumatica

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Tag Archive: Acumatica

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Acumatica Cloud ERP Substitution Lists: New Feature to Import Scenarios for Acumatica 2020 R1

In the latest release of Acumatica 2020 R1, you can now create a substitution list. No more doing VLOOKUPs before the import or using functions to calculate a value. Now, you can call the Acumatica Substitution List Screen (SM206026) by…

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Acumatica Quick Tip: How to Add Forms to Your Entry Screens

Do you or your customers have multiple forms for Sales Order or Purchase Order entry? If so, here is how to add the forms in Acumatica Cloud ERP to the reports menu on the screen so you don’t need to…

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Why QuickBooks Users are Moving to Acumatica Cloud ERP

As a small company, a basic accounting system met your needs. But if you start thinking about managing and tracking inventory, integrating financials with an eCommerce site, or even consolidating multiple business entities in your financial reporting, it becomes obvious…

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Is Your Acumatica Database Getting Full of Attachments and Images?

By default, Acumatica Cloud ERP stores the files attached to documents in the Acuamtica database which can grow larger over time. Alternatively, Acumatica can now store the files outside of the database – either in a local folder on the…

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Acumatica Tips Video: How to Add User Defined Fields Using Attributes

In this video we cover how to add user defined fields to a screen in Acumatica Cloud ERP. See how to add this modification to the Acumatica bills and adjustments screen as an example. Contact us if you have any…

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Acumatica Cloud ERP: Additional Columns and Dimensional Accounting

Within Acumatica did you know that you can see the Vendor, Customer, and Item a Journal Entry went to without any additional configuration? By clicking on the Column Configuration on the Journal Entry Lines, you can add the additional fields…

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Acumatica Tips Video: User Defined Fields

In this video you’ll learn the basics about creating user defined fields in Acumatica Cloud ERP. We will cover using attributes to create them and give you an introduction to another method using customization projects. Contact us if you have…

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Acumatica Mobile: Scanning Expense Receipts

Acumatica 2020 R1 adds the ability to apply scan expense receipts from its mobile app. In Acumatica ERP 2020 R1, users can now scan expense receipts to simplify the process of creating records on the Expense Receipts screen. When a…

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Acumatica Finance: Check Register Inquiry

Acumatica ERP 2020 R1 added the ability to easily see check applications. A new inquiry form, Check Register (AP404500), lets Acumatica Cloud ERP users find out whether a particular check number has been used and, if it has, by which…

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Solving Field Service Management Challenges with Acumatica Cloud ERP

Effectively managing the challenges of field service operations requires a business management solution like Acumatica Cloud ERP which has built-in functionality designed specifically to meet the needs of Field Services. In this on-demand webcast we’ll show how the Acumatica Field…

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Acumatica Finance: Application of Payments to Particular Lines of AR Documents

In many industries, organizations need to manage sales and payments at a granular level, that is, by the individual lines of account receivable invoices. In previous versions of Acumatica Cloud ERP, the system allowed users to apply payments fully or…

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Acumatica Quick Tips Video: Editing Generic Inquiries

In this quick tips video, we’ll cover editing and modifying a generic inquiry in Acumatica Cloud ERP. Watch an example as we go over step by step how to add an additional column and address line to the customers screen…

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Acumatica Cloud ERP Product Update: Wave Picking Available in 2020 R1 Release

Companies with large warehouses can significantly increase the efficiency of their warehouse operations by using advanced methods of picking items for shipping, such as wave picking and batch picking workflows now available in Acumatica. Creation of a Picking Worksheet in…

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Acumatica ERP Inventory and Order Management: Correction of Sales Order (SO) Invoices

Acumatica has added some amazing features into their 2020 R1 release. This blog post is a great read for those who need to correct any Sales Order Invoices in Acumatica. Previous versions of Acumatica Cloud ERP provided no ability to…

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