D200 Inventory and Order Management Extended Scenarios (CPE)

For information on CPE credits, please see the Continuing Professional Education section.

Registration URL: https://webinar.ringcentral.com/webinar/register/7717133613489/WN_0Ji6i8dOSy2lBV3_QcmWnA

Audience: This webinar is intended for consultants of order management basics process of Acumatica ERP.

Acumatica ERP Experience Required: 3-6 months

Who Should Attend (relationship to Acumatica):

• Partners who implement Acumatica ERP inventory and order management processes for customers.
• Professionals who want to learn Acumatica ERP.

Acumatica ERP version: 2024 R1

Training Description: This webinar introduces the Acumatica ERP inventory and order management functionality based on a set of examples that illustrate extended sales and purchases processes in a midsize company.

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

• Day 1: Extended Inventory Scenarios. In this session, you will prepare the system for the creation of warehouses, create warehouses, specify warehouse-specific settings for stock items and prices, and use a warehouse as a source of GL accounts for posting classes. You will also learn how to create and configure warehouse locations, perform a single-step transfer between warehouse locations, view item availability by location, record the movement of stock items between warehouses by using a two-step transfer, and find information about items in transit. Moreover, you will configure the tracking of items with lot and serial numbers and process purchase and sales documents that contain lot- and serial-tracked items.
• Day 2: Managing Drop-Shipping Sales and Returns. In the second session, you will learn how to configure the processing of drop shipments in Acumatica ERP, mark items for drop shipment in a sales order, create a drop-ship purchase order for a sales order and process the drop shipment to completion, mass-process drop shipments, process the sales order and related purchase documents, inventory documents, and accounts payable documents, and find the information about documents related to drop shipment. You will also create a return order and add the drop-shipped items to this order, create a purchase return (that is, a purchase order of the Return type) for the drop-shipped items, and process the purchase return and the related documents.
• Day 3: Sales with Insufficient Stock. In this session, you will become familiar with the processing of purchases for sale in Acumatica ERP, create a sales order, and mark the items to be purchased for the sale, create a purchase order linked to a sales order, mass-create purchase orders, process the sales order and related purchase documents, inventory documents, and accounts payable documents, and find information about documents related to a purchase for sale. Also, you will create a sales order with items allocated in different warehouses, prepare a transfer order for a sales order, process a transfer order to completion to transfer the included items and process a sales order after the items have been transferred to the destination warehouse. You will create a purchase order with stock items, prepare an accounts payable bill for the purchase order, prepare and release a purchase receipt and the related inventory documents, change the default prepayment amount for a vendor, create a prepayment request for a purchase order and a prepayment from a prepayment request. In addiion, you will learn how to apply a prepayment to an accounts payable bill created for a purchase order and process a single and multiple prepayment for a purchase order.
• Day 4: Extended Sales and Purchase Scenarios. In this session, you will create a sales invoice for a direct sale, add to the sales invoice a sale line not linked and with a link to a previously prepared sales order, process the direct sale to completion, create a credit memo (an invoice of the Credit Memo type) for a direct return, add to the credit memo a return line with a link to an original sales document, add to the credit memo a replacement line, and process the direct return to completion. You will also learn how to become familiar with the general settings and workflow of a mixed order, create a mixed order, and process a sale with a return in a mixed order and the related documents.

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

• Mon, May 13, 2024 10:00 AM - 11:30 AM PT
• Tue, May 14, 2024 10:00 AM - 11:30 AM PT
• Wed, May 15, 2024 10:00 AM - 11:30 AM PT
• Thu, May 16, 2024 10:00 AM - 11:30 AM PT

*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.

Partner Certification: This webinar is based on the materials of the D200 Inventory and Order Management Extended Scenarios 2024 R1 course, which is part of the Inventory and Order Management 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.

Instructor: Anastasia Kondratieva

In her current role, Anastasia Kondtatieva manages customer interviews and user scenario investigations. She writes technical specifications for the Acumatica Distribution module and collaborates with the development team on implementation. Additionally, she devises test scenarios for automated testing to enhance quality assurance processes.

Before taking on the role of Business Analyst, Anastasia worked in Acumatica's technical support department, where her main responsibilities included troubleshooting customer issues and developing an internal knowledge base.

Prerequisites­

For this webinar, attendees are expected to complete the D100 Inventory and Order Management Basics course and be familiar with the basic sales and purchase processes that can be performed in the system.

Advance Preparations

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

Training Materials

Please download the following training guide: D200_Inventory_Order_Management_Extended_Scenarios_2024R1.pdf that you will need for the training.

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: 4

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.