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Acumatica Tips & Tricks

Acumatica Tips & Tricks

Making Corrections to an Invoice in Acumatica

Published on: November 03, 2021

in: Company News, Acumatica, Acumatica Tips & Tricks

In this tutorial, we are going to examine how to make simple corrections to an invoice that has already been released in Acumatica. In our example scenario, we have been informed that there is incorrect pricing on an invoice that needs to be corrected. Acumatica Sales Orders Start Acumatica and navigate to Sales Orders. Then, […]

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use side panels to make generic inquiries in Acumatica

Using Acumatica Side Panels

Published on: October 06, 2021

in: Company News, Acumatica, Acumatica Tips & Tricks

In this tutorial, will go over how to use side panels to make generic inquiries in Acumatica. Acumatica Sales Orders Start Acumatica and navigate to Sales Orders. Then, we will have the primary list screen. Primary List Screen To the far right of the screen, we see a little arrow. Clicking on it will expand […]

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Tips & Tricks: Using Filters in Acumatica 2020

Published on: January 21, 2021

in: Acumatica, Acumatica Tips & Tricks

Many times we find ourselves wanting a different tab in inquiry screens and using filters in Acumatica can accomplish this. In this example, we’ll look at how to set up a new filter in an Acumatica sales order and save it, so it’s always available. Start Acumatica and navigate to Sales Orders > Transactions > […]

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