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Showing posts from December, 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…