Prices and Discounts

Audience: This webinar is intended for implementation consultants of the finance functionality of Acumatica ERP.

Acumatica ERP Experience Required: 3-6 months.

Who Should Attend (relationship to Acumatica):

• Partners who implement Acumatica ERP finance functionality to customers
• Acumatica end users (customers)

Acumatica ERP version: 2022 R1

Training Description: This webinar introduces pricing and discounting functionality available in Acumatica ERP. By completing the webinar activities, you will learn how to configure various types of sales prices and customer discounts, as well as how to calculate and update sales prices using a sales price worksheet. You will get an understanding of how sales prices are automatically suggested and how customer discounts are automatically applied in sales orders and AR invoices, learn how to update sales prices and customer discounts, and how to analyze GL batches the system creates when posting documents with discounts. The webinar also walks you through the process of uploading vendor price lists to the system by using a vendor price worksheet.

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

• Day 1: Sales Prices. In this session, you will learn how sales prices of various types are defined in the system. You will also learn how to upload a sales price list to Acumatica ERP using a sales price worksheet.
• Day 2: Customer Discounts. In this session, you will learn how to recalculate existing sales prices based on the manufacturer's suggested retail price (MSRP). Also, you will learn how to configure customer discounts of different types in Acumatica ERP and how the system applies the discounts in AR invoices and sales orders.
• Day 3: Vendor Prices. In this session, you will learn how vendor prices are defined in Acumatica ERP and how you can upload a vendor price list by using a vendor price worksheet.

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

• Wed, September 7, 2022 10:00 AM - 11:30 AM PT
• Thu, September 8, 2022 10:00 AM - 11:30 AM PT
• Fri, September 9, 2022 10:00 AM - 11:30 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/3716582322124/WN_6K5dl6_LR6OcAfZ4L--Kog

*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: Jeff Spears

Jeff graduated with an accounting degree from Marshall University and worked for several years in accounting before transitioning to ERP. That transition was approximately 24 years ago. Since then, he has had a variety of roles, responsibilities, and experiences with ERP solutions from training, consulting, presales, sales, report writing, data mining, system administration, and practice management.
Jeff began working with Acumatica more than 3 years ago as a member of the Services Team where he focused on implementations and implementation assists. Today, Jeff is a member of the Partner Enablement team where he focuses on helping partners learn the implementation process. Jeff also helps the Presales team with demonstrations.

Prerequisites­

You should be familiar with basic processes in Acumatica ERP such as creating an invoice or a sales order.

You can review the recording in the following course: Sales and Purchases.

Advance Preparations

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

Training Materials Please download the following training materials that you will need for the training:

• Training guide: Prices and Discounts.pdf
• Files for Training: Files for Training

Continuing Professional Education

• Program knowledge level: Basic
• 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 webinar if you attend the webinar 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.