Tag Archives: Acumatica ERP

Adding Side Panel to Data Entry Screens

Data entry screens are used to perform the transactions in Acumatica ERP. Maintenance screens stores the master data like Customer, Vendor, Items, etc. are used occasionally if there are any changes or new data needs to be added. In ERP, Data Entry is the part that is used frequently in daily business processes and is… Read More »

Upgrading Acumatica to a new version

Acumatica ERP is a very flexible and efficient solution that keeps on improving by adding new features and fixing the bugs from time to time. In order to ensure efficient business continuity, Acumatica releases 2 major versions (i.e., 2021 R1 and 2021 R2). Along with the major versions, the minor versions are released bi-weekly or monthly… Read More »

Linking Sales Order to Purchase Order in Acumatica

Acumatica ERP is a very flexible and efficient solution that will help us maintain our business process, increase our business’s transparency, and allow an entire organization to access the platform. Its efficiency, flexibility, and high configuration make it the user easy to operate. In this blog we are going to discuss one of its features… Read More »

Acumatica – Using Import Scenarios to Import data from Excel

Acumatica provides an inbuilt functionality to import data from external sources. We come across many situations where we need to import data into Acumatica from external file and this feature comes in handy. Acumatica supports multiple file types for importing data. Importing data into Acumatica is a 3-step process and we will be demonstrating each… Read More »

Create and Update Wiki article in Acumatica

A Wiki is the collection of articles and enable digital content management specific to the business or the product. It consists of a set of interlinked web pages defined as articles organized logically within folders. Acumatica Help WIKI acts like the user manual which provides the information about the functionality of specific process or the… Read More »

Acumatica – Can’t establish connection to database server

Acumatica ERP allows us to connect database server using Windows Authentication as well as SQL Server Authentication. There are some SQL configuration settings which needs to be handled for seamless connectivity of Acumatica with SQL server. In this blog, we will be looking into one of the resolutions for the error that occurs at the… Read More »

Enable/Disable Credit Card Processing in Acumatica

Acumatica ERP provides inbuilt feature to process the payments using the credit cards. The feature is directly available within ERP and can be used by setting up the processing centers and respective payment methods. Acumatica has been allowing the credit card processing from long time as its core functionality and recently have provided it as… Read More »

Highlighting data of Generic Inquiry Screens in Acumatica ERP

Acumatica provides a powerful data analysis reporting tool – Generic Inquiry to access the data from within ERP.  The Generic Inquiry provides On Screen result based on the applied filters and provides an option to export the data in Excel format. A person with basic logical skill can develop a new GI and make changes… Read More »

Automate Schedule in Acumatica

Acumatica ERP provides inbuilt functionality with an easy way to automate the schedules. The Automation schedules are available on the Processing screens. This feature improves the efficiency to set automation policy to execute recurring tasks. In this blog, we will be discussing how to manage the automated schedules that will create an invoice for completed… Read More »