> ## 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. 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. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) | **34** | **6** | **Build your own** | **Ready to build yours** | **9** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 34 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | -------------------------------------------------------- | ----------------- | ----------------------- | ------------------------------------------------------------------------------------------------------------ | | **AR Aging - 60+ Days** | Run operations | Alert band 5 / 15 | Share of AR balance aged 60+ days from invoice DueDate. | | **AR Aging on Customers with Active Ecom Orders** | Protect revenue | Alert band 1000 / 10000 | Credit risk compounding - overdue AR on customers you're still shipping to. | | **AR Balance (live)** | Run operations | Watch only | Sum of outstanding Invoice.Balance across open AR invoices. | | **Acumatica Health Score** | Run operations | Merchant rule | Composite: order-to-cash-sync-clean x inventory-parity x AR-aging-low x GL-batches-posted. | | **ERP-vs-Ecom Inventory Variance %** | Run operations | Alert band 1 / 5 | Acumatica aggregate QtyAvailable vs storefront available qty on SKUs with active orders. | | **Ecom Customers Absent from Acumatica Customer Master** | Protect revenue | 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** | Protect revenue | Merchant rule | Storefront orders never posted to Acumatica = revenue invisible to the GL + understated AR. | | **Financial Period Close Past Deadline** | Run operations | Alert band 0 / 5 | Period close overdue compounds AR/AP reconciliation workload. | | **GL Batches Failing to Balance (debit ≠ credit)** | Run operations | Alert band 0 / 5 | JournalTransaction with DebitTotal ≠ CreditTotal - blocks period close. | | **Order-to-Cash Velocity (days)** | Run operations | Alert band 30 / 60 | Median storefront order timestamp → Acumatica invoice paid. Ties ecom + ERP timestamps. | | **SKUs with Acumatica-vs-Ecom Inventory Drift >5%** | Protect revenue | Alert band 1 / 5 | Cross-channel oversell / stockout exposure on SKUs with active orders. | | **Stock Item On-Hand Went Negative** | Run operations | Merchant rule | Negative on-hand = receipt/shipment posting error or oversell. | | **Unposted GL Batches** | Run operations | Alert band 0 / 50 | JournalTransaction rows in Unposted/OnHold - approval-routing or close-cycle backlog. | | **Days Sales Outstanding (DSO)** | Run operations | Alert band 30 / 60 | Description pending editorial review; the signal is live. | | **AR Aging Buckets** | Run operations | Watch only | Outstanding Invoice.Balance bucketed 0-30 / 31-60 / 61-90 / 90+ days. | | **B2B Customer-Level Revenue Exposure (top 10)** | Grow revenue | Watch only | Concentration of AR + revenue on the top-10 B2B customers. | | **BOM Cost Drift (Manufacturing edition)** | Catalogue quality | Merchant rule | Rolled-up BOM standard cost vs latest component LastCost. Manufacturing edition only. | | **Customers on Credit Hold** | Run operations | Merchant rule | Customer.Status = CreditHold - blocks new fulfilment until cleared. | | **Financial Period Close Status** | Run operations | Alert band 0 / 5 | Days the active financial period has stayed open past its scheduled close. | | **Inventory Turns (annualised)** | Run operations | Merchant rule | COGS / average on-hand value. Distribution-edition stock efficiency signal. | | **Milestone Billing Due / Unbilled** | Run operations | Merchant rule | BudgetedAmount − BilledAmount on milestones past their billing date. | | **Multi-Currency Settlement Variance** | Grow revenue | Merchant rule | FX gain/loss between order CurrencyID booking rate and invoice settlement rate. Cross-border merchants only. | | **On-Hand Inventory Value** | Run operations | Watch only | Σ QtyOnHand × StockItem.LastCost across warehouses. | | **Open Sales Order Value (backlog)** | Grow revenue | Watch only | Sum of OrderTotal on SalesOrder in Open/BackOrder/Shipping status. | | **Order-to-Cash Funnel (order → ship → invoice → paid)** | Grow revenue | Watch only | Counts of SalesOrder progressing through fulfilment + AR invoice stages. | | **Production Lead Time (days)** | Run operations | Merchant rule | Median production-order create → complete. Manufacturing edition only. | | **Project Margin (active projects)** | Run operations | Merchant rule | (BudgetedAmount − ActualAmount) / BudgetedAmount on Active projects. | | **Revenue Recognition Pending** | Grow revenue | Watch only | Deferred / unrecognised revenue awaiting recognition schedule run. | | **Revenue by Branch / Entity** | Grow revenue | Watch only | Multi-entity / multi-branch revenue consolidation from invoice Branch. | | **Revenue by Sales Channel (storefront / EDI / direct)** | Grow revenue | Watch only | Sales orders grouped by OrderType (channel proxy). | | **Sales Orders Stuck on Hold** | Grow revenue | Merchant rule | SalesOrder.Status = Hold / PendingApproval blocking fulfilment + invoicing. | | **Stock Days-on-Hand by Warehouse** | Run operations | Merchant rule | QtyOnHand / avg daily ship rate, per WarehouseID. | | **Warehouse-Level Stockouts** | Protect revenue | Merchant rule | StockItem with QtyAvailable = 0 in a warehouse but active sales orders. | | **Work-in-Progress Value (Manufacturing)** | Run operations | Watch only | Open production-order value. 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. | Check | Severity | Outcome | Why it matters | Fix status | | ------------------------------------------------------------------ | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- | | **Journal entries failed to post (debit != credit)** | critical | Protect revenue | 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 genuin | Report only | | **AR aging on 60+ day buckets above threshold** | high | Run operations | 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, | Report only | | **ERP-vs-ecom inventory variance > 5% on SKUs with active orders** | high | Protect revenue | 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 | Candidate remediation | | **Period close past deadline** | high | Run operations | 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, | Report only | | **Unposted journal entries >50 (GL hygiene)** | high | Run operations | 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 incomplet | Report only | | **Ecom customers absent from ERP customer master after 7d** | medium | Run operations | 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 repo | Candidate remediation | ### Build your own automated fixes 6 checks report findings on Acumatica today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 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 **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=acumatica) | 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. ### 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. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*