F320 Contracts

Audience: This webinar is intended for financial consultants of the contract management functionality of Acumatica ERP.

Acumatica ERP Experience Required: at least 3-6 months

Who Should Attend (relationship to Acumatica):

• Partners who implement Acumatica ERP contract management functionality for customers.
• Professionals who want to learn Acumatica ERP

Acumatica ERP version: 2022 R2

Training Description: This webinar provides a set of lessons that gives a step by step approach to configuration and management of contracts of various types in Acumatica ERP.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Contract Management Process. In this lesson, you will learn how to perform the necessary system configuration tasks, enabling the contract management functionality, creating non-stock items and contract items for use in configuring contracts, creating contract templates, preparing contracts, setting up and activating contracts, billing contracts, and renewing contracts.
• Day 2: Support Contract and Consulting Contract. In this lesson, you will learn how to create an empty contract based on an empty template, create a labor item to be used for billing, create a case class, create and process customer cases, and bill a contract. Furthermore, you will learn how to create labor items for billing, create a case class, configure employee rate overrides, create contract usage using time activities, and terminate an unlimited contract.
• Day 3: Retainer Contract, Contract Upgrade and Cancellation of the Last Action. This session will cover how to set up a retainer, associate it with a contract item, create a retainer contract, process the retainer contract, and enter contract usage manually. Additionally, you will learn about preparing a contract upgrade. This involves adding a new contract item to the contract, activating the upgrade, and performing contract billing during preparation and after activation. You will also learn how to cancel a contract's last action that does not involve a released document and how to cancel an action that involves released document.

Partner Certification: This webinar is based on the materials of the F320 Contracts course, which is part of the Advanced Financials badge. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

• Wed, Feb 22, 2023 10:00 AM - 11:00 AM PT
• Thu, Feb 23, 2023 10:00 AM - 11:00 AM PT
• Fri, Feb 24, 2023 10:00 AM - 11:00 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/1016752515234/WN_7iveNpZfT4yHvyjCtOEPIg

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Anna Devyatko

Anna Deviatko is a Senior Application Support Specialist responsible for providing direct support, troubleshooting application related issues and contributing ideas to resolve to better serve clients and partners.

Prior to being part of Acumatica, she was working as Lead Economist for 3 years in the biggest Russian manufacturer of drilling and oil and gas equipment where she gained a range of experiences in finance analysis.

Prerequisites­

For this training, attendees are expected to complete the F100 Financial Basics course and be familiar with the basic processes that can be performed in the general ledger and subledgers of Cash Management, Accounts Payable Accounts Receivable.

Advance Preparations

None.  Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials

Please download the following training guide that you will need for the training: F320 Contracts.pdf

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 3

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.