Version 6.0 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. 2017 R2 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 sc...

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 ...

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.