Acumatica Tenant Name: enter None for single-tenant, or the tenant name. Each Advanced Analytics site can connect to only one tenant.
Acumatica user name for DataSelf: Create an Acumatica user (preferably, name it dataself) with roles: Administrator, BI, Customizer, DashboardDesigner, ReportDesigner, WikiAdmin. Click herefor help.
Acumatica password for DataSelf: Enter the password created.
DataSelf Generic Inquiries (GIs): Follow the procedure from GI Download page, then type DONE in the box.
Page 3: License and Payment
Select your Acumatica Resource Level: If you have an older Acumatica pricing model: S1 to M3 = Small, L1 to X4 = Medium, E1 to P2 = Large.
Select your Advanced Analytics User Level
Select your Advanced Analytics Editions:
Core Financials: AP & AR Aging, AR Sales, Cash Flow Proj, GL Tran
Distribution: Inventory On Hand Today, PO and SO
Construction: Proj Accounting
If you need more than the Core Financials edition, later we'll email you asking which one you want.
Professional Services Fees. IMPORTANT! DataSelf Certified Consultants are equipped to properly perform data testing, adjust the data extraction process, and train users. Please consult your Acumatica VAR about their services and fees.
Once the deployment form has been submitted, it might take hours or up to a full business day for the cloud deployment to finish. The emails entered on page 1 will be notified when the deployment finishes.