FinancialDashboards

Set of Dashboards For Acumatica Financial module.

Publication of this customization allows you to use set of Financial Dashboards designed and developed Acumatica team. Package contains generic Inquires, Shared Filters and Dashboards.

[!] Please note, that publishing of this project may lead to overriding of your dashboards and generic inquiries in case you have your own inquiries with the same name/screenid. Before publishing, make sure that you do have a copy of the data.

Supported Versions: Acumatica 2017R2, Acumatica 2018R1, Acumatica 2018R2. Please note that this customization cannot be published on Acumatica 6.1 and below as dashboards were not supported by customization engine in than version. Please note that there are 2 releases of the dashboards:

• Release 1 (2018R1) for version 2017R2/2018R1
• Release 2 (2018R2) for version 2018R2 Please take an appropriate release accordingly to your version number.

To publish customization do following:

Option 1: For Usage

1. Open Release section of GitHub
2. Choose the package release that is suitable for your Acumatica version
3. Download the zip package with customization
4. Open Acumatica and go to Customization Project (SM204505) screen
5. Import customization zip package
6. Select and publish customization files.

Option 2: For Changes

1. Download or Fork project from GitHub to local folder on your computer.
2. Open Acumatica go to Customization Project (SM204505) screen
3. Create new Project with name FinancialDashboards
4. Open customization project created
5. On the customization project browser click "Source Control -> Open Project from Folder..."
6. Choose "<local project folder>/CustomizationProject" where you have downloaded sources
7. Make sure that Generic Inquires, Dashboards and Shared Filters appeared
8. Click "Publish -> Publish Customization Project (Ctrl+Space)"

Following Dashboards are included:

• AP Clerk
• AR Clerk
• Controller

Following Generic Inquires are included:

• DB-APCashDiscount
• DB-APPaymentsToApprove
• DB-APPaymentsToPrint
• DB-APRejectedPayments
• DB-APUnreleased
• DB-APVendorDetail
• DB-APVendorSummary
• DB-ARCustomerDetails
• DB-ARCustSummary
• DB-ARPayments
• DB-ARUnprinted
• DB-ARUnprintedStatements
• DB-ARUnreleased
• DB-ARUnsentStatements
• DB-BillsToApprove
• DB-BillsToPay
• DB-Cash
• DB-CashCurrent
• DB-CreditHoldCustomers
• DB-POlate
• DB-Receipts-NoBillAP
• DB-RejectedRefunds
• DB-SOtotal
• DB-Unsent Invoices
• DB-VendorHistory2
• DB-VendorsOnHold

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Copyright and License

Copyright © 2018 Acumatica

This component is licensed under the MIT License, a copy of which is available online here