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Showing posts from 2017

Acumatica Snapshots - Uploading and restoring large files

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In Acumatica ERP, you can create company snapshots containing your company’s full or partial data. Snapshots that can be saved locally in the same database, or at a specified location.

You can import and restore snapshot to another company, in this case test company, it's pretty handy tool very useful during implementations, customization and support/troubleshooting while you work with data.

You will occasionally run into few technical issues with snapshots, the newer version now needs you to keep all users logged out and in maintenance mode to take snapshot, link to blog article here.

Today we are going to discuss how to export and import snapshots which are larger in file size of above 1GB, this is not a limitation from Acumatica and more to do with constraint and default value set in IIS (Internet Information Server).
IIS by default allows uploading of a file size of 1GB and it limits the upload process and it can be tweaked to upload upto 4 GB file size and that's the lim…

Acumatica Statements Generation - On Demand

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Statement Cycles - Acumatica statement cycles in older version were bit rigid in operation and found it very hard to use for various scenario's

We found the latest enhancements to Acumatica statement generation to be very practical solution based on customer feedback to improve the generation of statement based on their needs.

In the latest version 2017 R2 users now can define their statement generation cycle and not restricted to just 3 options, the new version provides with options to do "Weekly", "Twice a Month" or "End of Financial Period" allowing users to select based on their statement cycles.

This flexibility allows user to configure to various scenarios and leads into another feature "On Demand" statement generation.


On-Demand Statement - in order to generate on demand statement navigate to AR module, pick a customer and from Action menu select Generate Statement on Demand as shown in the screenshot.

This allows for sales or accounti…

Acumatica Snapshot creation without switching on Maintenance mode Warning

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New Security Feature: Snapshot creation without switching on Maintenance mode.

One of the really cool things for System administrator dealing with Acumatica is taking snapshots and being able to re-create another instance or Company, however this led to creating bad records or corrupted data as we are taking snapshots other users might be using the system and there was a good chance of data corruption.

In the latest release 2017 R2 Acumatica now warns user with a message "The snapshot may contain corrupted data because you are not in maintenance mode." letting you know not to take snapshot of the live instance without switching the maintenance mode.



Step 1: Navigate to System --> Management --> Apply Updates, click on the button "Schedule Lockout" and specify the reason for lockout 

Step 2: Navigate to System --> Management --> Manage Companies and click on Create Snapshot

Step 3: Don't forget to remove the lockout. 

Such incremental features allows Acu…

Acumatica Import Scenario - Importing Attributes

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Acumatica Attributes are type of pre-defined custom fields that users can utilize in capturing data, validating or storing information across Customers, Vendors, Inventory and various other data entry screens such as Leads, Opportunities, Projects, AP, AR etc.

There are 5 different attribute types that you can store data in Acumatica

Text: A text box into which the user can type text (Control Value 1)Combo: A list box users can use to type or select options (Control Value 2)Not available :)Checkbox: A check box users can select or clear (Control Value  4)Datetime: An element for selecting date and time (Control Value 5)Multi Select Combo: A list box where users can select multiple options (Control Value 6)
You can manually configure each attribute by navigating to Configuration --> Common Settings --> Attribute screen and create attributes if they are fewer to keyin, however if you have large set of attributes that you would like to collect across different entities then your be…

Attaching Acumatica Report to Menu Through Automation Steps

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In world of distribution you may need more reports, let's say your team decides to add a new report for Return/RMA orders, same format as SO and ability to print directly from Acumatica screens, so as an IT manager you would jump into driving seat and copy an existing Sales order report and rename the new report as RM641010 and using report designer make cosmetic changes and publish to Acumatica reports.

How do I attach a report to existing screen and Menu options? 
Follow these easy 3 steps, you can attach an existing report to menu option through Automation steps, that's right if you always wondered what can I do with Automation steps, this is a perfect example for it.

Step 1: Navigate to System --> Automation --> Automation Steps, from that screen select the Screen ID by drilling down to Sales Order screen

Step 2: Now let's identify the step we need our automation, we need this for a new order type called "RM" Return Order (RMA) and you want to show the op…

Acumatica Reports - Customize Your Logo for Reports

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Acumatica 2017 R2 Feature Tip: In new version you have the ability to configure logos for application (ERP interface) and configure a separate logo for reports or any other publications.

By providing ability customers can now deliver simple graphics of specific size for the website applications and for reporting needs you can provide a detailed logo, address or other options, gives the user to customize their logo for appearance.

Here's how to achieve this, navigate to Organization --> Organization Structure --> Branches, Select branch "MAIN" as an example and click on the logo tab as shown in the screenshot below.

Upload 2 different types of logo for User Interface logo and Report logo, now you can pull this report logo for all existing reports or new custom reports.



Stay tuned for more feature exploration in Acumatica 2017 R2.

Acumatica MVP 2018 - Nominate Us

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Acumatica Summit 2018 is at Nashville, TN and we are geared up to showcase our extension Acumatica Printshop and other solutions we are building on top of Acumatica framework.

Over last 2 yrs we have earned the MVP award twice and we look forward to winning another round in 2018.


Please nominate us "InfoSourcing Inc, Harsha Sarjapur" for our efforts and contributions.

https://www.acumatica.com/blog/acumatica-mvp-program-nominate-someone-today

Acumatica Cloud ERP 2017 R2 and Beyond.

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Acumatica announced some of the key features making its way into the product with the release of 2017 R2 and future 2018 releases.
We are excited to see new release with more features in the new version 2017 R2
1. Usability - Advanced user interface, improved search, pre-defined dashboards, list entry points, mobile UI enhancements, redesigned approval maps
2. Project Accounting -  Overhauled with new budget structure, commitment tracking, Pro Forma Invoices, flexible billing workflow and rate configuration
3. Distribution - Product class trees, Unit of measure, advanced drop ships, Amazon integration FBA, allocation engine and UPS/Fedex Ship-It integration
4. Financials - Historical transaction migration, multi-level payment approvals, on-demand statements, PCI ready, Third party A/P payments and Vendor tax periods
5. CRM - Advanced marketing list, Campaign management, Opportunity stage mgmt and real time Salesforce Sync
6. Field Services - Integrated fields service, advanced equipme…

Acumatica Printshop, Promotional Products Industry Plugin for Screen Printers, Embroidery and Promotional Business

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IBIS Analyst group report on Promotional Products Industry estimates 26,000 business with revenue of $23 billion and with a growth rate of 3-5% yearly.

Promotional Products include Screen Printing, Embroidery, Digital Printing and other services that allow business to market and advertise.
Industry analysts predict over the next five years, continued growth in corporate profit and total advertising expenditure will boost industry demand, compelling companies to spend more on promotional products. What is the Promotional Products Industry?
Companies in this industry design and distribute promotional products (e.g. key chains, magnets, and pens). They also provide a variety of advertising-related services, including sign lettering and window dressing.

This industry does not include advertising agency services, public relations agency services, media-buying agency services, media representative services, display-advertising services, direct-mail-advertising services or marketing consulti…

Which ERP is best for Me? SaaS, On-Premise or Hybrid? Find out from Certified ERP Partner

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Which ERP is Best for Me. We know that choosing the right ERP software solution isn't easy.  SaaS Vs On-Premise: Should we rent/lease or buyout and host it on premise?Cloud Hosted Vs Community Edition: Should we consider open-source/free community edition or fully integrated cloud hosted solution? There are numerous choices to make, each one of them has pros and cons. We can help you shortlist, define your implementation/migration path, avoid pitfalls and show a true ROI. What's Important For Your Business?Access your ERP anywhere, anytime and any device, is this a key differentiator for your Company?Integrated e-Commerce/Shopping Cart system in real time, is this crucial for your Company?Customized ERP solution that fits your business model, is the software customizable?
Helping hundreds of Business Owners.InfoSourcing Inchas been working with small, medium and large businesses across North America for more than a decade and has partnered with ERP vendors to implement and sup…

Acumatica Virtual Developer Conference xRP Summit 2017

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Acumatica's first virtual Developer Conference took to stage on Jun 21st and 22nd, the two-day event attracted developers from all around the globe to participate, learn tips and tricks and create a developer friendly Cloud ERP ecosystem.

The virtual event was spread across 2 days for a stretch of 3 hrs and had 80+ attendees primarily developers, coders, partners and Acumatica specialists.

Acumatica DevOps put together a good presentation of what the platform has to offer and how we developers can leverage building custom applications around this great platform. Acumatica's key focus of building developer network can be related to Microsoft developer network under the leadership of Jon Roskill, Ajoy and Mark Franks who are incubating the developer environment.

Day One: Jun 21st
Keynote from Joh Roskill
Acumatica Web Services for Multi-Cloud
Advanced Framework tips and tricks

Day Two: Jun 22nd

Usage of Bots automation, bot emulators
Performance Testing and Tuning
What's New in …

Acumatica Cloud ERP - An Introduction to Cloud ERP Software

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An Introduction to Acumatica Cloud ERP Software A quick tour of Acumatica Cloud ERP, introduction to different product suites, user-friendly navigation, rich integrated features, what sets Acumatica apart.


Acumatica Developer Network ADN - Blog article on 3dCart Integration

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eCommerce Automation Helps Distribution Companies Ship Faster Order Processing Integration with 3dCart eCommerce With the integration of rich web services, you can build third-party systems in the cloud with relative ease. Acumatica offers a flexible development platform that has enabled InfoSourcing to synchronize orders with 3dCart and quickly build an integration within the ERP system.  Within a couple rounds of testing, we were able to do live processing of orders from multiple stores.
3dCart, one of many shopping cart software solutions out in the market, helps mid-size distribution companies with integrating shopping carts on their customer’s websites. We started work with one of Acumatica’s customers, Kevins Worldwide, an award-winning in-house embroidery, screen printing, and promotional products company located in Scranton, PA. They offer businesses with fulfillment, distribution, warehousing and eCommerce web store management services. ...
Read more at Acumatica Developer Netw…

Acumatica Partners Promotional Webstore is now live

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Acumatica Webstore We are excited to see the launch of Acumatica's Partners Promotional eStore for 2 reasons, the new eStore gives all partners an opportunity to buy these promotional products which could be used for our marketing efforts to promote Acumatica Cloud ERP.

What's more interesting and exciting for us is, Acumatica is using Kevins Worldwide as the vendor to fulfill their promotional orders through the eStore, Kevins is hosting the web store and drop shipping these products for partners/consumers.

Kevins Worldwide is an InfoSourcing customer we implemented Acumatica Cloud ERP and Kevin's is using our 3dCart plugin to download orders into Acumatica, truly a case study by itself.

As our partner network starts ordering these products from the eStore you are interacting with Customer-Vendor-Consumer in a really interlinked ecosystem.

3dCart Order Sync
Our plugin is available to all customers/partners if you're currently running your e-commerce/web store powered b…

Demo of Acumatica eSignature Proof of Delivery From InfoSourcing Inc

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Acumatica eSignature Plugin demonstration of Proof of delivery feature, the video covers configuration settings, enabling and capturing a signature on shipment screen along with the custom report.



For more product demo's please contact InfoSourcing Inc, we will provide with 14-day trial version for your SaaS or PCS or PCP version.


Acumatica Development Platform - Harsha Sarjapur Certified Partner and Developer

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InfoSourcing President & Developer Discusses Acumatica's Development Platform

Why we choose Acumatica as our ERP development platform? Find out and how Acumatica Cloud ERP can help mid-size business to scale their business operations in the cloud.
Watch this video to learn more about Acumatica development platform and it's team behind this.

Harsha Sarjapur, Acumatica Certified Partner and developer was awarded MVP (Most Valuable Professional) award for the year 2015-16 and 2016-17, in this video, he discusses Acumatica's platform at Acumatica Summit 2016-17, San Diego.



We are excited to deploy your next business in the cloud. Check our website for more products and services offering for Acumatica Cloud ERP.



Manage 3dCart Orders, eCommerce distribution made easy with Acumatica Cloud ERP

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Selling Online should be as easy as shopping itself - 3dCart.
While we say managing 3dCart orders within Acumatica should be as easy as a click.

Our custom integration package for 3dCart allows business owners to download orders from 3dCart shopping software into Acumatica Cloud ERP for distribution and processing of orders.
We just did build an import scenario or API/Web service to download orders, instead we built the framework to accommodate your growing business, multiple websites orders can now be processed in Acumatica, that's the power of Acumatica framework.

We have several options for order processing in Acumatica
a) Manual type the order - nope old style
b) Import scenario allows to import orders exported from your ecommerce site - Still is bit manual to export/import process
c) Using Web services build an interface to connect multiple websites to import open orders - right way to scale your business.

Acumatica-3dCart Integration We built 3dCart integration with Acumatic…

Comparison of DocuSign Vs Acumatica eSignature features

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eSignature is growing trend in the industry as we automate towards paperless economy and more digital, Cloud solutions like Acumatica makes it even easier to integrate digital signature.

Customers who want to accept signatures on sales document or proof of delivery on shipment documents can now choose to do so.
With 2 options, either use Acumatica built-in Docusign feature (Subscription to Docusign is a must) or use custom plugin/package eSignature from InfoSourcing.

Acumatica DocuSign integration was recently unveiled at the Summit 2017 and we put this comparison of features and functionality of both application to Acumatica users.

DocuSign is a leader in document signature on pdf documents such as proposal, real estate deals etc. DocuSign was integrated with Acumatica Ver 6.1 and its tied to file system management which allows user to pick a specific document like Sales order or Invoice and send that for signature through DocuSign.

Acumatica eSignature developed by InfoSourcing Inc (Ce…

Receipt Summary Browser Using Pivot and Generic Inquiry Feature In Acumatica 6.0/6.1

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In the latest release ver 6.0/6.1 there are quite lot of new features that we are excited about, today we will discuss on Pivot and how you can extract data from Acumatica and be able to slice your data till it makes sense.

Pivot tables is as extension to Generic Inquiries, in version 5.0 we had capability to extract data via GI but didn't quite had the capabilities to sum or group the data easily or get a count across data elements, pivot makes that happen.

Here we are demonstrating capability of being able to view summary of all receipt received through various payment methods cash, check, credit card or On account terms.
Step 1: Generic Inquiry(click image to view large size)We created a new generic inquiry with relevant tables to extract data of payment information from Acumatica using tables
PX.Objects.AR.ARPayment 
and PX.Objects.CA.CATran
Get all fields that are required for viewing with your conditions and sort order, view the inquiry results from the result window click Cus…

USPS Address Validation for Acumatica Cloud ERP - GitHub Project

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Address Validation Via USPS-Acumatica APIUSPS address validation project was developed during Acumatica Summit Hackathon 2017 and shared as Github project

Cleanse your address records within Acumatica through USPS API, it's free to use USPS API, setup a new account on USPS website and utilize their user id within our plugin.

The Address validation custom package for Acumatica allows to interface with Contact address or any address that you can pass and validate street, city, state and zipcode. PrerequisitesYou must have USPS account https://www.usps.com/business/web-tools-apis/welcome.htmQuick StartRegister with USPS and obtain an API user accountDownload the address validation custom package, import into Acumatica and publish the packageProivde access to custom button on leads screenOn leads screen you will notice a new button called "Verify address"On click it will open a new window and validate the address on record and display corrected addressClick Update address, va…

Acumatica Summit 2017 - Collaborate, Innovate and Accelerate

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Acumatica Summit 2017 at Lo Jolla, San Diego, CA was a spectacular event with more than 800 attendees and 20 MVPs (Most Valuable Professionals). The first 2 days comprised of product updates, new features, channel updates followed by 3 days of intense training of Cloud ERP for partners, customers and ISVs.

Acumatica Summit 2017 was all about Collaboration, Innovation and Acceleration. Acumatica's strong 400+ partners and ISVs demonstrates collaboration in building a bigger and healthier ecosystem.

Acumatica truly believes in innovation, new ideas and product integrations, keeping itself as a leader in the magic quadrant. Acumatica demonstrated new version 6.1 and new user interface in upcoming versions and 100s of new product updates.

With ISVs, platform integrators and partners they were able to accelerate quickly to 3000+ customers and OEMs worldwide with bigger footprint in emerging Asia Pacific markets.

Acceleration with innovation and collaboration is key to Acumatica's …