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Hi,

I do not do any transactions in acumatica but I am part of the support team (we just started using acumatica). I am wondering is there a documention per module I can read on so I would know the workflow (like, what goes first- SO, shipments, invoice), then what’s next. Or what Sales team are coordinating with Inventory staff and Accounting staff for. I know this is very generic, but I’d appreciate any idea that could help me have a little glimpse to how they work. Any documentation would be fine.

Thanks!

Hi @paula012 

Each module has training materials that you can review. You will find the University under Learn on the Community 
 

Also, you can find information on the Help of Acumatica. There, you will find workflows and explanations of the fields and forms. 

 

Hello @paula012 ,

In addition to what Anacarina mentioned above, many times your partner will provide company-specific workflow documentation as part of your implementation.

YouTube is a wonderful resource for additional ‘How To’ videos.

 

Laura

Help.acumatica.com is also a good resource.

Thank you so much everyone! These are all very helpful.

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