The one design decision you do not get a second run at A prospect showed me their proposed sub-account structure about two weeks before go-live. Five segments: branch, department, location, product line, cost centre. It looked thorough. Somebody had clearly put a weekend into it. I ran the arithmetic on the whiteboard. Their five segments… Read More: Segmented Keys and Sub-Account Structure in Acumatica »
If you have ever made a configuration change in your live Acumatica environment and immediately regretted it, you are not alone. Testing directly in production is one of those habits that feels harmless right up until it is not. A sandbox environment is essentially a copy of your live Acumatica environment that you can use… Read More: How to Take a Snapshot for Creating a Sandbox Environment… »
Ensure that Migration Mode is enabled by following these steps:
Ensure that Migration Mode is enabled by following these steps: Conclusion Importing AR invoices into Acumatica through Migration Mode makes the migration process simple and organized. By following the required Excel format and using the correct Data Provider and Import Scenario, invoices can be imported accurately and efficiently. Once imported, the invoices are created in… Read More: How to Import Invoices Using the Invoice and Memos Screen… »
When someone says “procurement”, it is easy to think of it as a straightforward process: someone needs an item, a supplier is chosen, and a purchase order is created. In a business, there is usually much more involved. Acumatica brings these activities together in a structured process. A request can move through a requisition, vendors can… Read More: From Request to Purchase Order: A Complete Walk through of Acumatica’s Requisition… »
Every business with equipment, vehicles, laptops, or machinery eventually runs into the same problem: someone has to track what was bought, what it’s worth now, and where it actually is. From my experience working on Acumatica implementations, I’ve noticed that Fixed Assets is one of those modules clients often underestimate until auditors start asking questions.… Read More: Fixed Asset Module – Acumatica ERP »
A complete guide to decoding integer bitmasks in Acumatica Report Designer without backend C# customizations. When you build custom project or service management reports in Acumatica, pulling schedule data straight out of the PMTask DAC can quickly get confusing. Instead of getting a clear, readable line like “Every week on Thursday, Wednesday, Monday,” you end up looking… Read More: How to Convert Bitmask Integers to Readable Text in Acumatica… »
Acumatica is making changes to its user experience. More screens are being updated to the Modern UI. This new interface is cleaner and easier to use. However, some things you could do in the Classic UI are not available in the Modern UI yet. One example is the Chart of Accounts screen. If you are… Read More: Edit the Chart of Accounts Screen in Acumatica 2025 R2… »
When I first dropped a custom field into an Acumatica grid, it seemed okay at a glance. The column showed up, and the value came in, so I thought it was done. Then I tried to filter it… and nothing worked. No sort, no filter; it behaved like the column wasn’t even part of the… Read More: Troubleshooting Custom Field Filter Not Working in Acumatica grid »
The Acumatica mobile app has a built-in option to view Generic Inquiries. As long as the GI is added to the site map, it shows up in the mobile app automatically. But the GI on mobile behaves like a simple report – you can see the data, but you can’t take any action from it.… Read More: How to link a phone number in a GI for… »
