AppTech Digital, an Acumatica Gold Certified Partner , recently concluded an insightful webinar on leveraging AI to secure data integrity and optimize business operations. The session focused on how businesses can utilize advanced machine learning to identify irregularities before they impact the bottom line.


Key Highlights from the Session

  • Defining Anomaly Detection: The session explored how Acumatica identifies unusual, unexpected, or abnormal data patterns within business transactions.

  • Real-World Examples: Attendees learned to flag outliers such as unusually high sales orders, sudden transaction spikes or drops, and incorrect pricing or costs.

  • The Power of Generic Inquiry (GI): Experts demonstrated how the GI tool acts as a web-based interface to pull and display ERP data on customizable forms, serving as a foundation for dashboards and pivot tables.

  • Unsupervised Machine Learning: The presentation detailed how a cloud-operated algorithm classifies numeric values into three distinct categories: Significant (anomalies), Medium (possible anomalies), and Normal (standard range).


Why Businesses are Adopting GI Anomaly Detection

The event highlighted the competitive advantages of integrating AI into daily workflows:

  • Time Savings: Automatically detects outliers without manual data sorting.

  • Proactive Decisions: Allows leadership to act on data insights in real-time.

  • Improved Accuracy: Reduces human error by catching inconsistent data entries.

  • Scalable BI: Supports broader business intelligence by integrating directly with reports and dashboards.


Technical Walkthrough: Setup and Configuration

For those who missed the live demo, the support team covered the essential steps for system configuration:

  • Enabling Features: Detection of Numeric Anomalies must be activated within the “Enable/Disable Features” menu.

  • Inquiry Settings: Users must enable the “Detect Anomalies” checkbox on the Generic Inquiry form.

  • Defining Parameters: The setup requires selecting a specific “Field for Analysis” (e.g., Margin Amount) and a corresponding “Date Field for Timeline”.

  • Frequency & Grouping: Attendees saw how to set update frequencies to Daily, Weekly, Monthly, or On Demand and group records by Customer ID or Inventory ID.


Predefined Inquiries for Immediate Use

The webinar concluded by showcasing ready-to-use inquiries that participants can implement today:

  • Finance & Sales: Sales Order Margin Analysis, Costs in Purchase Orders, and AP Documents.

  • Production & Manufacturing: Labor and Material Variances, Total Variance, and Employee Efficiency.


Meet the Experts

This session was led by our dedicated application support team:

  • Loren Agutaya – Application Support Lead

  • Beverly Ann Wagayen – Application Support

AppTech Digital continues to help businesses become future-proof through expert software support and consultancy.