Let's take a look an example Acumatica configuration and discuss some important terminology when discussing Velixo's connection to Acumatica.
This information applies to Acumatica 2018 R1 and higher.
Each Velixo connection can access data from a single Acumatica Tenant. In this example, if we wanted to access data from both Tenants, we would need to create a Velixo connection for each.
An Acumatica Tenant will contain one or more Companies.
Each Company may contain one or more Branches. A branch is a logical entity which can represent physical locations of a company, such as the company’s offices, departments, etc. All branches within a Company share the Company's base currency and chart of accounts.
Many Velixo functions allow you to filter by one or more branches. To retrieve all data from Company 1 above (for example), would require filtering on all three of the branches within that company. Velixo's BRANCHLIST function can be helpful in determining the branches in a specified company.
When configuring a company within Acumatica, we have three options:
If a company is created with the option of Without Branches, the company will still contain a virtual branch that can be used to filter your Velixo functions on a specific company.