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Velixo – System Reference

🔹 Overview​

This page provides a structured reference for key components and concepts within Velixo.

🎯 Objective​

  • Provide quick lookup for Velixo functionality
  • Support report building and troubleshooting
  • Organize reporting concepts

🧠 Key Areas​

Connection​

  • Connection manager
  • Tenant and company selection
  • Authentication setup

Data Access​

  • ACU functions
  • Generic Inquiries (GI)
  • Data views

Reporting Structure​

  • Row and column design
  • Parameter-driven reports
  • Reusable templates

Project Reporting​

  • ContractCD / Project ID usage
  • Job cost structures
  • Customer and project linkage

Financial Reporting​

  • GL-based reporting
  • Account structures
  • Period-based reporting

📊 Related Pages​

⚠️ Notes​

  • Velixo reflects Acumatica structure
  • GI design is critical for clean reporting
  • Keep reports simple and repeatable

✅ Result​

This page provides a structured reference for Velixo reporting components and usage.