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

DataSelf Tableau Data Source QA