> ## 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 audit profile, Vortex IQ

> What the Vortex IQ Acumatica health audit checks: Acumatica: Order-to-Cash Sync, Inventory Parity, AR Aging & GL Health

**[Nerve Centre KPIs](/nerve-centre/kpi-cards/acumatica) · [Audit Profile](/nerve-centre/kpi-cards/acumatica/audit) · [Sentiment Settings](/nerve-centre/kpi-cards/acumatica/sentiment)**

The questions an SMB-to-mid-market finance + operations lead asks at 9am on Monday: did yesterday's storefront orders all land in Acumatica as sales orders + invoices, is multi-warehouse stock-on-hand drifting from the storefront, is AR aging concentrating on customers still placing new ecom orders, and are GL batches posting cleanly so the period can close. Cross-references the ecommerce platforms (BigCommerce / Adobe Commerce / Shopify) - an order with no matching Acumatica invoice, inventory variance on active-order SKUs, or overdue AR on a still-shipping customer are the killer reconciliation findings no single tool can see.

## What this audit checks

### Authentication & access

* OAuth2 token refresh against /identity/connect/token succeeds (client\_id + client\_secret + refresh\_token, scope `api offline_access`)
* Connected Application has the `api` scope and the integration user's role grants read access to SalesOrder / Invoice / Customer / StockItem / JournalTransaction entities
* Contract API version resolves - GET /entity/Default/{contract_version}/Company returns the tenant without a 404 (wrong version) or 401 (bad token)
* License-tier concurrent-request limit headroom - sustained 429 / 'License limit exceeded' indicates the API seat is saturated by other integrations

### Order-to-cash health

* Sales orders stuck in Hold / PendingApproval >48h (approval-routing rule broken - blocks fulfilment + invoicing)
* Order-to-cash velocity (storefront order → invoice paid) regressing >20% vs trailing 30d
* Invoices in Hold / PendingApproval blocking AR recognition
* Sales orders Completed but with no corresponding AR invoice after the sync window (revenue not recognised)

### Inventory & distribution health

* Any warehouse QtyOnHand negative (receipt / shipment posting error or oversell)
* Stock days-on-hand >120d on >10% of SKUs (slow movers tying up working capital)
* Warehouse-level stockout (QtyAvailable = 0) on a SKU with open sales orders
* Inventory turns annualised \<4 (distribution-edition efficiency floor)

### AR & GL economics

* AR aged 60+ days above 15% of total AR balance
* Days Sales Outstanding (DSO) above 60 days
* GL journal batches Unposted / OnHold above 50 (close-cycle backlog)
* GL batch with DebitTotal != CreditTotal (imbalanced - blocks period close)
* Financial period open past its scheduled close date by >5 days

### Cross-channel: Acumatica vs ecommerce reconciliation

* Storefront order has no matching Acumatica sales order/invoice after the sync window (sibling = bigcommerce.order / shopify.order / adobe\_commerce.order, by external\_ref)
* Acumatica aggregate QtyAvailable drifts >5% from storefront available qty on SKUs with active orders (sibling = bigcommerce.product / shopify.product / adobe\_commerce.product, by InventoryID=sku)
* Ecom customer with completed orders absent from Acumatica customer master after 7d (sibling = bigcommerce.customer / shopify.customer, by email)
* Customer with AR aged 60+ days still placing new ecom orders (credit risk compounding, sibling = ecommerce customer by email)

## Severity thresholds

| Signal                          | Warn | Critical |
| ------------------------------- | ---- | -------- |
| `erp_open_journal_count`        | 25   | 50       |
| `erp_journal_imbalance_count`   | 1    | 5        |
| `erp_inventory_variance_pct`    | 1    | 5        |
| `erp_ar_aging_60d_pct`          | 5    | 15       |
| `erp_customer_master_drift`     | 5    | 10       |
| `erp_period_close_overdue_days` | 1    | 5        |
| `erp_dso_days`                  | 45   | 60       |
| `stock_days_on_hand`            | 90   | 120      |
| `orders_on_hold_count`          | 5    | 10       |

## Data sources

* `POST /identity/connect/token` - OAuth2 token refresh on the per-tenant Identity Server
* `GET /entity/Default/{version}/Company` - Auth / tenant validation probe
* `GET /entity/Default/{version}/SalesOrder` - Sales orders - order-to-cash, backlog, hold status
* `GET /entity/Default/{version}/Invoice` - AR invoices - balance, aging buckets, DSO
* `GET /entity/Default/{version}/Customer` - Customer master - credit hold, B2B tax reg, master drift
* `GET /entity/Default/{version}/StockItem` - Stock items - cost, status, inventory value
* `PUT /entity/Default/{version}/InventorySummaryInquiry` - Per-warehouse QtyOnHand / QtyAvailable allocation inquiry
* `GET /entity/Default/{version}/Project` - Projects - margin, milestone billing (Project Accounting module)
* `GET /entity/Default/{version}/JournalTransaction` - GL batches - unposted count, debit/credit balance