Michael Coman started a discussion on how to create a Project Quote form in Acumatica over on the Acumatica ERP Software User Group. I came up with something very simple which hopefully will be a good start. This was my first experience actually doing a real report/form with the Acumatica Report Designer. It definitely has a long way to go before becoming a user-friendly report designer like Crystal or SSRS. But, it is pretty flexible and, once you get the hang of it, it’s not too bad.
First I opened Acumatica Report Designer on my Windows Start Menu.
I thought it might be interesting to periodically check how the Acumatica groups on LinkedIn compare to some other ERP groups on LinkedIn. I looked up 18 different ERP groups on LinkedIn (including Acumatica) to compare their number of members and number of discussions posted this month in order to gauge how large and how active they are. Now, this is not a very accurate method to try and determine how large the user base is for these ERP products and how active they are, but I think it’s still an interesting thing to track. See graphics below.
Some things to consider:
- A large group membership doesn’t necessarily mean that there are a lot of people still using the product as it is likely that many people won’t bother to leave a group after joining it, even if they haven’t used the product for a long time.
- Acumatica is almost on the bottom, but at least it’s ahead of rival Intacct!
- The Acumatica ERP Software User Group had by far the highest number of discussions this month per member. I’ll be putting a link to this post on this group which will make this number even higher.
- It’s probably a little unfair to include Dynamics AX in this group because it is really a Tier 1 product like SAP and Oracle, but I included it because the other Dynamics ERP products belong in this group.
- NetSuite has a very active group and a large number of members. Let’s see if Acumatica can gain ground this year.
Last week someone posted on the LinkedIn Acumatica User Group asking about how to create a rolling monthly financial report.
Now, it’s always dangerous to assume that you know what someone is asking for just by reading a couple of sentences, but I thought I would live dangerously and try to answer the question.
Disclaimer: This is my first time trying to write a financial report in Acumatica so MY METHOD MIGHT BE COMPLETELY WRONG. But, it does seem to work, and sometimes that is good enough. I have gone through part of the course on Acumatica reporting, but nothing so far that relates to the financial report writer. My method is based purely on dusting off my FRx knowledge and trying to make it work in Acumatica.
So, here it goes. In order to demonstrate the concept, I made a less than 8 minute long video on YouTube.