> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Acumatica on Vortex IQ > Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Acumatica. Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Acumatica. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=acumatica) performance signals automated checks automated fixes workflows API operations ### What you can achieve Capabilities are grouped around merchant outcomes, not API terminology. Monitor orders, fulfilment, delivery and settlement. Find failures, leaks and risks before they cost sales. Improve discovery, conversion, campaigns and repeat purchase. Identify missing, inconsistent or outdated product data. ### From connection to verified outcome The controlled sequence every capability follows. Nothing changes a connected system without the approval step. Authorise the source. Scopes are shown before access is granted. Watch the signals against your own baselines, not universal defaults. Run checks and gather evidence specific to your store. Explain what happened, why it matters and the proposed action. You review scope, risk and reversibility before anything changes. Apply through governed connector operations. Confirm the intended result and keep the receipt. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. ### Monitor performance 34 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system. | Signal | Alert behaviour | What it tracks | | -------------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------ | | **AR Aging - 60+ Days** | Alert band 5 / 15 | Share of AR balance aged 60+ days from invoice DueDate. | | **AR Aging Buckets** | Watch only | Outstanding Invoice.Balance bucketed 0-30 / 31-60 / 61-90 / 90+ days. | | **AR Balance (live)** | Watch only | Sum of outstanding Invoice.Balance across open AR invoices. | | **Acumatica Health Score** | Merchant rule | Composite: order-to-cash-sync-clean x inventory-parity x AR-aging-low x GL-batches-posted. | | **Customers on Credit Hold** | Merchant rule | Customer.Status = CreditHold - blocks new fulfilment until cleared. | | **Days Sales Outstanding (DSO)** | Alert band 30 / 60 | Description pending editorial review; the signal is live. | | **ERP-vs-Ecom Inventory Variance %** | Alert band 1 / 5 | Acumatica aggregate QtyAvailable vs storefront available qty on SKUs with active orders. | | **Financial Period Close Past Deadline** | Alert band 0 / 5 | Period close overdue compounds AR/AP reconciliation workload. | | **Financial Period Close Status** | Alert band 0 / 5 | Days the active financial period has stayed open past its scheduled close. | | **GL Batches Failing to Balance (debit ≠ credit)** | Alert band 0 / 5 | JournalTransaction with DebitTotal ≠ CreditTotal - blocks period close. | | **Inventory Turns (annualised)** | Merchant rule | COGS / average on-hand value. Distribution-edition stock efficiency signal. | | **Milestone Billing Due / Unbilled** | Merchant rule | BudgetedAmount − BilledAmount on milestones past their billing date. | | **On-Hand Inventory Value** | Watch only | Σ QtyOnHand × StockItem.LastCost across warehouses. | | **Order-to-Cash Velocity (days)** | Alert band 30 / 60 | Median storefront order timestamp → Acumatica invoice paid. Ties ecom + ERP timestamps. | | **Production Lead Time (days)** | Merchant rule | Median production-order create → complete. Manufacturing edition only. | | **Project Margin (active projects)** | Merchant rule | (BudgetedAmount − ActualAmount) / BudgetedAmount on Active projects. | | **Stock Days-on-Hand by Warehouse** | Merchant rule | QtyOnHand / avg daily ship rate, per WarehouseID. | | **Stock Item On-Hand Went Negative** | Merchant rule | Negative on-hand = receipt/shipment posting error or oversell. | | **Unposted GL Batches** | Alert band 0 / 50 | JournalTransaction rows in Unposted/OnHold - approval-routing or close-cycle backlog. | | **Work-in-Progress Value (Manufacturing)** | Watch only | Open production-order value. Manufacturing edition only. | | Signal | Alert behaviour | What it tracks | | -------------------------------------------------------- | --------------- | ------------------------------------------------------------------------------------------------------------ | | **B2B Customer-Level Revenue Exposure (top 10)** | Watch only | Concentration of AR + revenue on the top-10 B2B customers. | | **Multi-Currency Settlement Variance** | Merchant rule | FX gain/loss between order CurrencyID booking rate and invoice settlement rate. Cross-border merchants only. | | **Open Sales Order Value (backlog)** | Watch only | Sum of OrderTotal on SalesOrder in Open/BackOrder/Shipping status. | | **Order-to-Cash Funnel (order → ship → invoice → paid)** | Watch only | Counts of SalesOrder progressing through fulfilment + AR invoice stages. | | **Revenue Recognition Pending** | Watch only | Deferred / unrecognised revenue awaiting recognition schedule run. | | **Revenue by Branch / Entity** | Watch only | Multi-entity / multi-branch revenue consolidation from invoice Branch. | | **Revenue by Sales Channel (storefront / EDI / direct)** | Watch only | Sales orders grouped by OrderType (channel proxy). | | **Sales Orders Stuck on Hold** | Merchant rule | SalesOrder.Status = Hold / PendingApproval blocking fulfilment + invoicing. | | Signal | Alert behaviour | What it tracks | | -------------------------------------------------------- | ----------------------- | ------------------------------------------------------------------------------------------------ | | **AR Aging on Customers with Active Ecom Orders** | Alert band 1000 / 10000 | Credit risk compounding - overdue AR on customers you're still shipping to. | | **Ecom Customers Absent from Acumatica Customer Master** | Alert band 0 / 10 | Sync gap - B2B-flagged ecom customers missing in Acumatica break AR invoicing on the next batch. | | **Ecom Orders Missing a Matching Acumatica Invoice** | Merchant rule | Storefront orders never posted to Acumatica = revenue invisible to the GL + understated AR. | | **SKUs with Acumatica-vs-Ecom Inventory Drift >5%** | Alert band 1 / 5 | Cross-channel oversell / stockout exposure on SKUs with active orders. | | **Warehouse-Level Stockouts** | Merchant rule | StockItem with QtyAvailable = 0 in a warehouse but active sales orders. | | Signal | Alert behaviour | What it tracks | | ------------------------------------------ | --------------- | ------------------------------------------------------------------------------------- | | **BOM Cost Drift (Manufacturing edition)** | Merchant rule | Rolled-up BOM standard cost vs latest component LastCost. Manufacturing edition only. | ### Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail. **Severity** critical · **Outcome** Protect revenue · **Fix status** Report only An entry where debits and credits do not match cannot post to a correct ledger; if it exists at all, it means something upstream (an import, an integration, a manual entry) produced a genuinely broken transaction that accounting will have to find and fix by hand before the books balance. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-GL-002` **Severity** high · **Outcome** Run operations · **Fix status** Report only More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, a growing 60+ day bucket is a leading indicator of bad debt building up. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-FIN-001` **Severity** high · **Outcome** Protect revenue · **Fix status** Candidate remediation Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or holding stock back that is actually available, on exactly the products customers are ordering right now. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ERP-INV-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, tax filing and any lender or investor reporting expects to be final. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-CLOSE-001` **Severity** high · **Outcome** Run operations · **Fix status** Report only More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplete books, and the larger the backlog grows the harder it gets to reconcile at period close. Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps. Reference: `ERP-GL-001` **Severity** medium · **Outcome** Run operations · **Fix status** Candidate remediation Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level reporting, is working with an incomplete customer base until this syncs. A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided. Reference: `ERP-CUST-001` #### Build your own automated fixes Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change. ### Automate approved work Vortex IQ is integrated with **7 read** and **2 write** operations across entitydefaultcompanys, entitydefaultcustomers, entitydefaultinventorysummaryinquirys, entitydefaultinvoices, entitydefaultjournaltransactions, entitydefaultprojects on Acumatica. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words. Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=acumatica) #### Ready to build your first Acumatica workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. | Resource | Read operations | Write operations | | ------------------------------------- | --------------- | ---------------- | | entitydefaultcompanys | 1 | 0 | | entitydefaultcustomers | 1 | 0 | | entitydefaultinventorysummaryinquirys | 0 | 1 | | entitydefaultinvoices | 1 | 0 | | entitydefaultjournaltransactions | 1 | 0 | | entitydefaultprojects | 1 | 0 | | entitydefaultsalesorders | 1 | 0 | | entitydefaultstockitems | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.