Go to Velixo
All Collections
Velixo Functions
Velixo Functions
A listing of each Velixo function, what it does, and how to use it.
89 articles in this collection
Written by
Gabriel Michaud,
Pavel Kabir,
and
Harry Lewis
General Ledger Functions
ACCOUNTBEGINNINGBALANCE function
Calculates the beginning balance of one or more general ledger accounts, for a specific period
Written by
Harry Lewis
Updated over a week ago
ACCOUNTCLASS function
Returns the account class code of a specified General Ledger account.
Written by
Harry Lewis
Updated over a week ago
ACCOUNTCLASSLIST function
Returns the list of GL account codes assigned to the specified account class
Written by
Gabriel Michaud
Updated over a week ago
ACCOUNTCLASSNAME function
Returns the name of a specified account class
Written by
Harry Lewis
Updated over a week ago
ACCOUNTCONSOLIST function
Returns the list of GL account codes matching the specified consolidation account(s).
Written by
Gabriel Michaud
Updated over a week ago
ACCOUNTENDINGBALANCE function
Calculates the ending balance of one or more GL accounts as of a specific period
Written by
Harry Lewis
Updated over a week ago
ACCOUNTNAME function
Returns the name of the specified GL account
Written by
Gabriel Michaud
Updated over a week ago
ACCOUNTTOTALCREDITS function
Calculates the total credits of one or more general ledger accounts over a given period.
Written by
Harry Lewis
Updated over a week ago
ACCOUNTTOTALDEBITS function
Calculates the total debits of one or more general ledger accounts for a given period
Written by
Harry Lewis
Updated over a week ago
ACCOUNTTURNOVER function
Calculates the turnover of one or more GL accounts as of a given period
Written by
Harry Lewis
Updated over a week ago
ACCOUNTTYPE function
Returns the type of a specified general ledger account
Written by
Gabriel Michaud
Updated over a week ago
BRANCHLIST function
Returns the list of branches associated with one or more companies
Written by
Gabriel Michaud
Updated over a week ago
BRANCHNAME function
Returns the name of a specified branch ID
Written by
Harry Lewis
Updated over a week ago
FINANCIALPERIOD function
Returns the defined financial period for a given year and period number
Written by
Gabriel Michaud
Updated over a week ago
FINANCIALPERIODBYDATE function
Returns the financial period of a specified date
Written by
Harry Lewis
Updated over a week ago
FINANCIALPERIODENDDATE function
Returns the Excel date value for the end date of a specified financial period
Written by
Harry Lewis
Updated over a week ago
FINANCIALPERIODOFFSET function
Returns the Acumatica financial period that is a specific number of periods before or after the listed period
Written by
Gabriel Michaud
Updated over a week ago
FINANCIALPERIODSTARTDATE function
Returns the Excel date value for the start date of a specified financial period
Written by
Harry Lewis
Updated over a week ago
SUBACCOUNTNAME Function
Returns the name of the specified GL subaccount
Written by
Gabriel Michaud
Updated over a week ago
Using arrays or cell references as parameters in GL functions
any argument to the function can be an Excel array or cell range reference
Written by
Harry Lewis
Updated over a week ago
List Functions
ACCOUNTSANDSUBACCOUNTSWITHHISTORY function
Returns a dynamic array of each branch, account, and subaccount with account history
Written by
Harry Lewis
Updated over a week ago
ACCOUNTSWITHHISTORY function
Returns an Excel array listing accounts for which there is account history during the specified period
Written by
Harry Lewis
Updated over a week ago
COLLATE function
Combines multiple arrays or ranges into a single array
Written by
Harry Lewis
Updated over a week ago
EXPANDACCOUNTCLASSRANGE function
Returns all general ledger account class codes within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDACCOUNTGROUPRANGE function
Returns all general ledger account group codes within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDACCOUNTRANGE function
Returns all general ledger account numbers within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDBRANCHRANGE function
Returns all branch codes within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDCOMPANYRANGE function
Returns all company codes for the tenant
Written by
Harry Lewis
Updated over a week ago
EXPANDCOSTCODERANGE function
Returns all project cost codes within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDINVENTORYITEMRANGE function
Returns all inventory item codes within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDPROJECTRANGE function
Returns all project codes within the specified range
Written by
Harry Lewis
Updated over a week ago
EXPANDSUBACCOUNTRANGE function
returns all general ledger sub-account codes within the specified range
Written by
Harry Lewis
Updated over a week ago
FINANCIALPERIODLIST function
Returns an expanded list of defined financial periods
Written by
Gabriel Michaud
Updated over a week ago
VXTEXTSPLIT Function
Also known as TEXTSPLIT in Velixo 7.0.281 and older. Converts a delimited list into an Excel array of values.
Written by
Harry Lewis
Updated over a week ago
UNIQUEBYPATTERN function
Returns the unique values (based on a pattern) from an array or range of cells
Written by
Gabriel Michaud
Updated over a week ago
Project Module Functions
ACCOUNTGROUPDESCRIPTION function
Returns the description associated with the specified project account group
Written by
Harry Lewis
Updated over a week ago
EXPANDPROJECTHISTORY
Written by
Pavel Kabir
Updated over a week ago
COSTCODEDESCRIPTION function
Returns the description of the specified project cost code
Written by
Harry Lewis
Updated over a week ago
INVENTORYITEMDESCRIPTION function
Returns the description of the specified project inventory item
Written by
Harry Lewis
Updated over a week ago
PROJECTBEGINNINGAMOUNT function
Calculates the beginning amount of one or more project(s) and task(s) as of a specific period.
Written by
Harry Lewis
Updated over a week ago
PROJECTBEGINNINGQUANTITY function
Calculates the beginning quantity of one or more projects and tasks containing Inventory Item information
Written by
Harry Lewis
Updated over a week ago
PROJECTBUDGETAMOUNT function
Calculates the original budgeted amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTBUDGETQUANTITY function
Calculates the original budgeted quantity of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCHANGEORDERAMOUNT function
Calculates the change order amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTCHANGEORDERQUANTITY function
Calculates the change order quantity of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOMMITTEDAMOUNT function
Calculates the original committed amount of one or more projects and tasks.
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOMMITTEDINVOICEDAMOUNT function
Calculates the committed invoiced amount of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOMMITTEDINVOICEDQUANTITY function
Calculates the committed invoiced quantity of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOMMITTEDOPENAMOUNT function
Calculates the committed open amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTCOMMITTEDOPENQUANTITY function
Calculates the committed open quantity of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOMMITTEDQUANTITY function
Calculates the original committed quantity of one or more projects and tasks.
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOMMITTEDRECEIVEDQUANTITY function
Calculates the committed received quantity of one or more projects and tasks.
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOSTATCOMPLETION function
Calculates the cost at completion of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTCOSTTOCOMPLETE function
Calculates the cost to complete of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTDESCRIPTION function
Returns the description of a specified Project ID
Written by
Harry Lewis
Updated over a week ago
PROJECTENDDATE function
Returns the end date of a project
Written by
Harry Lewis
Updated over a week ago
PROJECTENDINGAMOUNT function
Calculates the ending amount of one or more projects and tasks as of a specific period
Written by
Harry Lewis
Updated over a week ago
PROJECTENDINGQUANTITY function
Calculates the ending quantity of one or more projects and tasks containing Inventory Item information
Written by
Harry Lewis
Updated over a week ago
PROJECTFORECASTAMOUNT function
Calculates the original forecasted amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTFORECASTQUANTITY function
Calculates the original forecasted quantity of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTFORECASTREVISEDAMOUNT function
Calculates the revised forecasted amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTFORECASTREVISEDQUANTITY function
Calculates the revised forecasted quantity of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTPENDINGINVOICEAMOUNT function
Calculates the pending invoice amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTREVISEDBUDGETAMOUNT function
Calculates the revised budgeted amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTREVISEDBUDGETQUANTITY function
Calculates the revised budgeted quantity of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTREVISEDCOMMITTEDAMOUNT function
Calculates the revised committed amount of one or more projects and tasks
Written by
Harry Lewis
Updated over a week ago
PROJECTREVISEDCOMMITTEDQUANTITY function
Calculates the revised committed quantity of one or more projects and tasks
Written by
Gabriel Michaud
Updated over a week ago
PROJECTSTARTDATE function
Returns the start date for a specified project
Written by
Harry Lewis
Updated over a week ago
PROJECTTASKDESCRIPTION function
Returns the description of a specific task in the specified project
Written by
Harry Lewis
Updated over a week ago
PROJECTTASKENDDATE function
Returns the end date of a specific task in the specified project
Written by
Harry Lewis
Updated over a week ago
PROJECTTASKPLANNEDENDDATE function
Returns the planned end date of a specific task in the specified project
Written by
Harry Lewis
Updated over a week ago
PROJECTTASKPLANNEDSTARTDATE function
Returns the planned start date of a specific task in the specified project
Written by
Harry Lewis
Updated over a week ago
PROJECTTASKSTARTDATE function
Returns the start date of a specific task in the specified project
Written by
Harry Lewis
Updated over a week ago
PROJECTTURNOVERAMOUNT function
Calculates the turnover (net change) amount of one or more projects and tasks over a given period
Written by
Harry Lewis
Updated over a week ago
PROJECTTURNOVERQUANTITY function
Calculates the turnover quantity of one or more projects and tasks containing Inventory Item information.
Written by
Gabriel Michaud
Updated over a week ago
Generic Inquiry Functions
Introduction to Generic Inquiries
Bringing Acumatica Generic Inquiry results into Excel
Written by
Harry Lewis
Updated over a week ago
GI function
Returns the contents of the specified generic inquiry
Written by
Harry Lewis
Updated over a week ago
GIFILTER function
Produces a filter for use inside other GI functions
Written by
Gabriel Michaud
Updated over a week ago
GILOOKUP function
Returns the value of a specific column from a Generic Inquiry, using the keys associated with the inquiry
Written by
Gabriel Michaud
Updated over a week ago
GILOOKUPF function
Returns the value from a specific column in a generic inquiry by first applying a Filter and then using the Keys associated with the inquiry
Written by
Gabriel Michaud
Updated over a week ago
Audit Functions
LASTREFRESHDATE function
Returns an Excel date/time value of when the specified connection was last refreshed.
Written by
Harry Lewis
Updated over a week ago
LASTREFRESHBY function
Returns the Windows username of the person who last refreshed the specified connection
Written by
Harry Lewis
Updated over a week ago
VELIXOVERSION Function
Returns the version number of the installed Velixo Clasic or Velixo NX add-in
Written by
Gabriel Michaud
Updated over a week ago
Writeback Functions
WRITEBACK function
(using an Import Scenario to send data to any screen in the ERP)
Written by
Gabriel Michaud
Updated this week
WRITEBACKREFRESHDATA function
Resets relevant caches for further writeback functions to operate on fresh data
Written by
Gabriel Michaud
Updated over a week ago
WRITEBACKARGUMENTS function
Returns the necessary values (those not automatically assigned) for the specified ERP Import Scenario
Written by
Harry Lewis
Updated over a week ago
WRITEBACKBUDGET Function
Sends one or more amounts to the specified ERP budget for a specific revision, task, account group, and financial period
Written by
Harry Lewis
Updated over a week ago
WRITEBACKPROJECTUPDATEBUDGET function
Applies the current budget forecast (for the specified revision of the specified project budget) to the project budget
Written by
Gabriel Michaud
Updated over a week ago
WRITEBACKPROJECTFORECAST function
Sends an Amount and/or Quantity to the specified project budget
Written by
Gabriel Michaud
Updated over a week ago