Acumatica Reports/Inquiries for the QA Review Process

Use the Acumatica reports/inquiries listed in this page to complete the QA testing process for data accuracy.

DataSelf Tableau Data Source QA

Reports from Tableau
Data Sources

Compare with Acumatica Standard Report

AP Aging

Payables -> AP Aging

AR Aging

Receivables -> AR Aging

IN On Hand Today

Inventory -> Inventory Balance

IN On Hand History

Inventory -> Historical Inventory Balance

IN Transaction

Inventory -> Receipts
Inventory -> Issues
Inventory -> Adjustments
Inventory ->Transfers

GL Transaction

Finance ->Transactions for Period

GL Financials

Finance -> Balance Sheet
Finance -> Profit & Loss

Purchase Order

Purchases -> Purchase Order Summary
Purchases -> Purchase Order Details by Vendor
Purchases -> Purchase Order Details by Inventory Item

Sales Invoice

Receivables -> Sales Profitability by Customer Class and Customer
Receivables -> Sales Profitability by Item Class and Item
Receivables -> Sales Profitability by Customer and Order

Sales Order

Sales Order -> Sales Order Summary
Sales Order -> Sales Order Details by Customer
Sales Order -> Sales Order Details by Inventory Item