Acumatica Reports/Inquiries for the QA Review Process

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