Summit 2024 Breakout Presentations

  • 20 February 2024
  • 5 replies

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Summit 2024 Recap

Thank you for your interest and participation in the Acumatica 2024 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!

Link to keynote recordings (sign up required):

Summit 2024 Breakout Session Presentations

Below are PDF versions of the PPT presentations from our breakout sessions.

Core Sessions Type Link to PDF
AI and Machine Learning: AP Document Recognition, Intelligent Text Completion, Anomaly Detection Informational pdf
Business Data: Bring your Data to Life with Personalized Inquiries, Pivot Tables and Dashboards Focused Learning pdf
CRM: Using CRM for Customer Service and Returns Management Informational pdf
CRM: Filling the Sales Pipeline and Improving Closing Ratios Informational pdf
Finance: Innovations in Expense Management  Informational pdf
Low-Code/No-Code: Create Custom Workflows Without Coding Informational pdf
Notifications: Automate Processes Using Business Events Focused Learning pdf
Acumatica Payments: Collecting Money and Building Customer Loyalty Informational pdf
Payroll: Managing Costs and Projects Informational pdf
Reporting: Best Practices for Creating and Modifying Financial Reports for Budgeting and Trending Focused Learning pdf
Reporting: Building Reports for Scanning and Printing Focused Learning pdf
Sales Prices and Discounts: Maximize Sales, Revenue, and Profitability with Acumatica  Focused Learning pdf
Sales Tax: Acumatica Sales Tax Configurations Demystified Focused Learning pdf


Construction Sessions Type Link to PDF
Compliance Management: Streamline Processes to Increase Productivity Informational pdf
Cost and Revenue Forecasting: Learn How Cost and Revenue Forecasting Can Maximize Profitability Focused Learning pdf
Demopalooza: Construction Industry Customer Showcase Informational pdf
Field Services: Service Order and Appointment Billing Best Practices Focused Learning pdf
Field Service: Mobile Solutions Informational pdf
Migrating Project-related Data into Acumatica: Best Practices, Tips, and Tricks Informational pdf
Project-based Taxes: Simplify the Complexity Focused Learning pdf
Project Billing: Best Practices for Navigating Complex Requirements Informational pdf
Project-Specific Inventory: Mitigate Risk and Increase Profitability Focused Learning pdf
Project Budgeting: How Smart Budgeting Processes Can Lead to Project Success Informational pdf
Work in Progress (WIP) Process: Manage WIP and Make Better Decisions Focused Learning pdf


Distribution Sessions Type Link to PDF
Freight Shipment: How Pacejet and Acumatica Can Help Businesses Achieve Logistical Nirvana Informational pdf
Harness Business Data: Go from Data Zero to Data Hero Informational pdf
Inventory Costing: Choosing the Right Method Focused Learning pdf
Matrix Items: Entering the Matrix and Getting Started Focused Learning pdf
Order Fulfillment: Strategies to Mitigate Stock Shortages Focused Learning pdf
Order Orchestration: A Deep-Dive Distribution Roundtable Discussion Informational pdf
Sales Order Kitting: A Deep-Dive Distribution Roundtable Discussion  Informational pdf
Supply Chain Management: Supply Chain 4.0 – The Distribution Revolution Informational pdf
Warehouse Management Roundtable: Share Feedback on WMS Pick, Pack, and Ship Informational pdf
Warehouse Management: Acumatica WMS Showcase Informational pdf


Manufacturing Sessions Type Link to PDF
Manufacturing Costing: Achieve Optimal Cost Control by Selecting the Right Method Focused Learning pdf
Dashboards and Reports: Achieve World-Class Manufacturing Operations with Acumatica Features and Capabilities Informational pdf
Manufacturing ISV Applications: Getting Even More out of Acumatica Manufacturing Edition Informational pdf
Manufacturing Operations: How to Boost Traceability with Lot and Serial Tracking Focused Learning pdf
Multiple Mode Manufacturing: Supported by Acumatica Manufacturing Edition Informational pdf
Outside Processing (OSP) Operations: Managing OSP Effectively in Manufacturing Operations Focused Learning pdf
Production Dependencies: Improving the Visibility of Production Dependencies in Projects Focused Learning pdf
Time-Phased and Inventory Replenishment Planning Informational pdf
Manufacturing Trends: How Acumatica Helps Businesses Stay Ahead of the Curve Informational pdf
Manufacturing Edition: Applying the "5 W’s" of Journalism to Manufacturing Operations Informational pdf


Retail Sessions Type Link to PDF
Digital Agencies: Best Practices for Collaboration Between VARs and Digital Agencies Informational pdf
Business Growth: Tips and Tricks for Optimizing Your Retail Business Operations Informational pdf
Commerce Connectors: Mapping and Filtering Data  Focused Learning pdf
Data Synchronization: Optimizing Acumatica Sync Performance for High Volume Retailers Focused Learning pdf
DTC for Manufacturers: Success Stories and Best Practices for Selling Direct-to-Consumer Informational pdf
eCommerce: Processing eCommerce Returns and Refunds Focused Learning pdf
The Future of Commerce: Industry Trends and Predictions Informational pdf
Online Branding: What in the World is "Headless Commerce," and How Can It Benefit Your Business? Informational pdf
Retail Inventory Management: Overcoming Issues and Creating Opportunities  Informational pdf
Point-of-Sale Solutions: Best Practices for Integrating with Acumatica  Informational pdf
Retail Dashboards: Creating Dashboards and Reports for Retail-Specific Data Focused Learning pdf
Retail Kits and Matrix Items: When and Why to Choose One Product Structure Over Another Focused Learning pdf
Retail Tax Accounting: Accurately Account for Taxes from Amazon and Other Sales Channels Focused Learning pdf
Retail Synchronization Challenges: Troubleshooting Common Issues Focused Learning pdf


Technology Sessions Type Link to PDF
Creating New Screens: Best Practices for Easy Maintenance Focused Learning pdf
Data Security: Securing Your Business Information While Avoiding Common Missteps Informational pdf
Generic Inquiries: Avoiding Typical Pitfalls Focused Learning pdf
Generic Inquiries: How to Optimize Generic Inquiry Performance Focused Learning pdf
Platform: How AI is Enabling New Capabilities and Features Informational pdf
Platform: How the Acumatica xRP Platform Future Proofs Your Business and Keeps It Competitive Informational pdf
Acumatica Integrations: Leverage the Power of Integration Services with Custom Data Providers Focused Learning pdf
Low-Code/No-Code: Avoid Technology Debt and Transform Customizations to Low-Code/No-Code Solutions Focused Learning pdf
Mobile Framework: Optimize the Acumatica Mobile App Experience Focused Learning pdf
No-Code Customizations: A Sneak Peek at Acumatica's Modern UI Focused Learning pdf
OData: Best Practices for OData Integrations that Minimize Impacts to Overall System Performance Focused Learning pdf
REST APIs and Visual Studio: Best Practices for Integrating with Acumatica Focused Learning pdf
Acumatica Technical Roadmap: Overview and Q&A Informational pdf


5 replies

Userlevel 7
Badge +8

This is fantastic, thank you Doug! 


Thank you @Doug Johnson 

Userlevel 2

Thank you. Doug. This is such a great idea. I wish that the Acumatica tech support center would convert as many support tickets as possible to generic ones, and store them in the community forums. 

We would also benefit ;enormously from an informal market place in the community where applications are stored that have not made it yet to the official market place but could be used for customers. 

For instance Heurystic has time tracking for field service, projects and construction. They have also powerdot and powersign. See the latest podcast in AUGForums. Jeremy Sharpe has a time tracking app for manufacturing. Some of the Github apps could be also in the informal market place. There is a lease application somewhere. I am trying to get our 2024 Hackaton Red 5 team application (Quality Insights) into Github. Actually Quality Insights is an extension of the app that you presented on day 2 of the 2024 Summit. This application is a very good start for reverse logistics. Somehow its benefits were not emphasized enough. Brandon Sproul of Blytheco did an amazing job together with other team members. 

This is awesome! Thanks so much! I just happened to stumble across it while browsing the community.

Userlevel 4

Is there a place where the partner breakout sessions were posted? I don’t see on this thread or on the partner forums.


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