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Acumatica Snapshot creation without switching on Maintenance mode Warning

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 incre

Acumatica Import Scenario - Importing Attributes

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 differ

Attaching Acumatica Report to Menu Through Automation Steps

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 Reports - Customize Your Logo for Reports

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

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.

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, advance

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

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 marketin