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⚠️ Update Dec 11, 2023: The OAuth 2.0 and new API changes have been rolled out to Acumatica starting with 2023 R1 Update 13 and 2023 R2 Update 4. Configuration steps for using the new API and OAuth 2.0 will be available in the Acumatica help files soon. In the meantime, follow this link to the UPS Rest Configuration guide. UPS recently published an announcement and how connection is established to their API. Partners or customer may have received the following notification. Acumatica is aware of this. Development work to address this change is being prioritized to address it in second-half of 2023.The changes impact the Acumatica direct UPS integration in 2 ways:New OAuth 2.0 for authentication. Since UPS is not issuing API access keys beginning June 5, 2023, which is how Acumatica performs authentication today, new customers or those in the process of implementation are immediately affected. The current workaround is to use our carrier aggregator integrations such as EasyPost or ShipE
Check out the recording!Engage with other Distributors in the Acumatica Community with the new Distribution Show & Tell where Acumatica customers, partners, and Product Management staff share different ways they use Acumatica, sneak peaks into upcoming features, discussions around vertical markets, and trends in the industry. Each meetup will have a topic with individuals prepared to share, time allotted for participation from others who have joined, Q&A with each person who has shared, and polls on various topics to get your feedback. Show & Tell will be informal and interactive, so come ready to share your camera and engage: participate in the discussions or just listen in. The first Distribution Show & Tell topic is SIDE PANELS, one of my favorite features of the Acumatica platform. See how Acumatica Community members have used side panels to track shipments, view PDFs, see if the Finished Good on the SO can be fulfilled on the requested date (exploding a BOM into mu
Product update: our SmartSheet integration available on GitHub is is now compatible with 2021R2. This update also includes a fix for the issue of retrieving an incomplete list of SmartSheet templates.Follow the GitHub link to access the project: https://github.com/Acumatica/Acumatica-Smartsheet
Welcome to the Acumatica Overview & Industry Webinar Series and QnA Conversation Topic. The Acumatica Marketing Team publishes Live & OnDemand webinars here https://www.acumatica.com/acumatica-webinars/ When we have great QnA from fellow customers, partners, and prospects, we’ll feature a story here, and we love feedback from the community in terms of what prospects want to see and learn more about, along with any other feedback to improve our webinars.
We have seen a recent error when browsing Acumatica with Chrome browser. We have narrowed this down to a browser extension causing the issue. Possibly a McAfee extension. Workarounds: Option 1: Access Acumatica using a different browser.Option 2: Disable\Remove extension.
Congratulations to all of our spectacular Acumatica MVPs! Traditions—the customs, beliefs, or patterns that are passed down through the years— often invoke personal fond memories in familiar routines and shape the processes that define an organizational culture. At Acumatica, we have a tradition that reflects our strong sense of community and the priority we place on recognizing those whose actions demonstrate strong alignment to our core principles. Acumatica’s 2024 MVPs stand apart and exemplify what it means to help each other.Read the blog today!MVPsJoshua Van Hoesen, Accounting System Integrators, LLCYuriy Zaletskyy, AcuPower LTDCassandra Moore, Alpha Insulation and Waterproofing, Inc.Ethan Platt, American MeadowsStéphane Bélanger, Asgard Alliance Inc.Tony Lanzer, Clients First Business SolutionsGregg Mercede, Cloud 9 ERP Solutions LLCMegan Friesen, Contego Software Solutions IncKyle Vanderstoep, Contou Inc.Robert Sternberg, Crestwood Associates LLCTroy Vars, CS3 TechnologyLoni Do
Managing construction budgets doesn’t have to be complicated! Join us for this webinar to learn how to set up, monitor, and adjust your budgets to keep financial control in check. We’ll cover configuring budgets, tracking actual costs, making revisions, and setting up Acumatica’s budget alerts to help you catch overspending before it happens.Introduction to Project Budgeting Setting Up Revenue and Cost Budget Budget Tracking as the Project Progresses Revising the Budget Monitoring Budget Controls Reviewing Project Balances and Performance Metrics Summary/Q&APresented by Iqra Harrison | Senior Business ConsultantPROTELO, INC
https://www.acumatica.com/blog/2023-acumatica-mvps/ It’s a time-honored tradition at Acumatica to recognize and reward our most valuable professionals (MVPs). Acumatica MVPs are community members who have a passion for expanding their cloud ERP knowledge, sharing their expertise with others, and being at the forefront of ERP innovation. They’re the first to offer peer support and the first to provide insights on how we can continually improve our award-winning cloud ERP product and platform.As a community filled with amazing professionals, we’ve never lacked nominees for our Acumatica MVP Program, and this year is no different. We received hundreds of peer-and-self nominations, and after reviewing each one, we selected the partners, customers, and developers whose contributions and exuberant community spirit earned them a 2023 Acumatica MVP Award or an Acumatica Developer MVP Award.Today, we have the joy of revealing this year’s Acumatica MVPs. Customer MVPsJo Young, Additive X Limited
Hi everyone,Did you miss our Acumatica Community Webinar - Inventory Optimization with Acumatica Inquiries? Check out the recording below! Inventory Turnover, what is it?How to use Inquiries including Inventory Turnover and Dead Stock to leverage better control on inventory.Ways to handle dead stock. Our presenter is Kandy Beatty, one of our community power users. You've probably all seen Kandy helping others with questions in the community. Below is a bit about Kandy.Kandy Beatty: I learned about finances and distribution while serving as a Logistics Specialist in the US Navy for more than 8 years on active duty. That inspired me to learn Acumatica and become passionate about consulting. I received Summa Cum Laude when I received my Technical Management Bachelor's degree last year. My husband and I have four children in total, ages 15 to 27, and an English Bulldog named Winston. We have been married for seven years. In our spare time, we like to travel and see new places, Hawaii bei
Aaron Beehoo, one of our ISV Technical Account Managers, has created some in-depth development materials related to the Acumatica Test SDK to help you overcome many of the challenges you may have writing your tests.To learn more:https://github.com/Acumatica/Test-SDK-Starter-Guide/tree/master/ISVTestSDKWe hope this helps.Happy Coding!
Hey everyone!We have recently released quizzes for several courses at Acumatica Open University. Now you can easily check your knowledge after you complete a course and receive a certificate for successful completion. Quizzes can be completed by signed-in users only, so to take a quiz, you will need to sign in to the site with the SSO credentials first.If you don’t have an SSO account, you can create it on the fly. Here is the link to the instructions: How can I create an Acumatica Portal account for sign-in to Acumatica Open University?Quizzes are currently available for the following course:A150 Getting Started with Acumatica ERP T190 Quick Start in Customization T200 Maintenance Forms T210 Customized Forms and Master-Detail Relationship T220 Data Entry and Setup FormsTo find a quiz, in the course catalog, hover over a course card. Courses that contain a quiz, have a special icon on the back side of a card. Please see the screenshot below for details:Found a course with this icon?
During this community webinar, Yuriy Zaletskyy will showcase and analyze two areas of workflows: Workflow options and State workflow engine in Acumatica. Yuriy Zaletskyy, Founder, CTO, AcuPower LTDCheck out Yuriy’s Blog HERE
Hi everyone!We are pleased to announce that a new format of supplementary materials is now available. These are short videos that illustrate the completion of a particular activity of a lesson.These videos will walk you through the details of a particular process in Acumatica ERP. Each recording includes learning objectives, applicable scenarios, and demonstrations of the steps being performed.Currently, the materials are available for the F100 Financial Basics course, but we are working on expanding our list.You can find recordings in the following places:Partner University (the F100 Financial Basics course) Open University: https://openuni.acumatica.com/courses/fin/f100-financials-basic/ Acumatica Help 2021 R2: Control Accounts: Process Activity GL Transactions: Process Activity Reversing Transactions: Process Activity Reclassifying Transactions: Process Activity Adjusting Transactions: Process Activity Splitting Transactions: To Split a GL Transaction Recurring Transactions: P
Dear Acumatica ERP users,We are thrilled to announce the much-anticipated release of our Diagram Album!Dive into a visual feast of comprehensive diagrams that can aid in understanding Acumatica ERP functionality and workflows. The Diagram Album provides high-quality images in the PDF file, which you can print out or enlarge on a screen if needed.How to Access:You can access the Diagram Album at 2 Educational resources:Help Portal: Open the site and click the Download PDF Guides button at the top. Scroll down the pop-up box that opens and find the Supplementary Materials section at the very end. Open University: On the site menu, click Job Aids. Scroll down the page to the Supplementary Materials section. Share the Excitement:Spread the word among your colleagues and community pals. Let them know that the Diagram Album is now available for everyone to explore and benefit from.
UPD: See comments for this post. We are happy to announce that Acumatica Help for 2021 R2is now available.To access Help topics, do the following:Open https://help.acumatica.com/. In the CHOOSE YOUR ONLINE HELP VERSION section, click the card with 2021 R2 on it. Help specific to Acumatica ERP 2021 R2 will open in a new tab.**If you don’t see the 2021 R2 cards, press CTRL + F5. This will clear browser cache and open the latest version of the page.You can also download the PDF versions of the guides specific to the Acumatica ERP version. Use the cards from the CHOOSE YOUR PDF HELP VERSION section for this.
If you were not able to attend Summit, watch the Livestream or would like to watch again, the recordings are available at: Acumatica Summit 2022 Live Keynote Videos - Acumatica Cloud ERP
This webinar will focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen. Tips and tricks will be sprinkled throughout.Presented by David GrossAbout David: I have been an Acumatica business consultant and implementation specialist since 2018. My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few. I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs. My interest in customizations was borne out of necessity and sustained by curiosity. The more I am able to do without contracting a developer the better, and I am happy to share what I have learned (through much trial and error) so others can feel less intimidated and more empowered. Regi
We are thrilled to announce a special partner training session dedicated to exploring the latest features and enhancements in Acumatica 2024 R2! This new release is packed with over 350 enhancements shaped by feedback from our vibrant community of over 26,000 members. Join us for an in-depth exploration of Acumatica 2024 R2 through a series of seven sessions spread over three days. Each session is tailored to cover specific aspects of the new release, ensuring you gain comprehensive insights into the core platform and each of the industry editions. You’ll even have a chance to learn more about the newly launched Professional Service Edition.Monday, October 28th at 10:00 AM PDT – Professional Services Edition Tuesday, October 29th at 9:00 AM PDT – Core Platform Tuesday, October 29th at 10:00 AM PDT – General Business Tuesday, October 29th at 11:00 AM PDT – Retail Edition Wednesday, October 30th at 9:00 AM PDT – Distribution Edition Wednesday, October 30th at 10:00 AM PDT – Manufacturin
Following the release of 2024 R1 (scheduled for March 20, 2024) customers and vendors can attend short video trainings focused on the benefits of the 2024 R1 features.Sessions will include pre-recorded videos which summarize the benefits explained in the Release Notes and live Q&A with product experts.Registration PageCore Features: April 9 (Tuesday) @ 9:00am PDT / 12:00pm EDT Retail Edition: April 9 @ 10:00 am PDT / 1:00pm EDT Distribution Edition: April 9 @ 11:00am PDT / 2:00pm EDT Construction Edition: April 11 (Thursday) @ 9:00am PDT / 12:00pm EDT Manufacturing Edition: April 11 @ 10:00am PDT / 1:00pm EDT Developer Information: April 11 @ 11:00am PDT / 2:00pm EDTNew Format for 2024 R1In past releases the feature reviews have been feature 1: feature 2: feature 3. This time we plan to provide a short introduction to the context and workflows, THEN explain how the feature makes that process work better.Who will benefit?Customers and partners will benefit from a ‘Cliff-Notes’ ve
Acumatica Summit 2021May 16 - May 21, 2021 - > rescheduled to July 18-23Wynn Las VegasWith the current situation, Acumatica has postponed Summit 2021 from the usual Jan/Feb time to July 18 – 23 at Wynn Las Vegas. Summit Agenda:Two full days of general sessions followed by three days of technical training Keynote presentations and live product demonstrations Insights to product roadmap and direction, company priorities, and channel development Interaction with Acumatica executives, product and engineering experts Networking opportunities with hundreds of peers Exciting social events including our famous Opening Night celebration!
Here’s a cool virtual Acumatica event, a virtual Acumatica conference November 4-5 put on by Acu-Connect.Jon Roskill will be making an appearance.You can register at https://acu-connect.com
***This event has been cancelled***Unfortunately due to unforeseen circumstances, we have had to cancel this event. We are looking to reschedule. Debra is still looking for additional people who have configured one or more dashboards that have met the business needs of some of your users who are willing to share them at the Show & Tell. Please see below for further information.**********************************************************************************************************Join other Acumatica customers for our next Show & Tell to see some of the valuable ways others have configured their Acumatica dashboards.Our first Show & Tell on Side Panels was a success… all participants gave great feedback. You won’t want to miss this one.We are looking for people who have configured one or more dashboards that have met the business needs of some of your users who are willing to share them at the Show & Tell. Don’t worry, it is very informal, and we will guide you. Reach
We are excited to announce the availability of the Help Portal for Acumatica ERP 2022 R1. Along with this news, we want to share the most recent changes we have made to the Help Portal to improve the user experience with the site.Starting today, the Help Portal (help.acumatica.com) provides ERP and SDK documentation for the latest version only, which is currently 2022 R1. (See the following screenshot.) This change will help users easily find the needed information about the most recent version of the product. However, users can still access the documentation for earlier versions of Acumatica ERP by clicking https://help-archive.acumatica.com/ to go to the Archived Help Documentation page. From this page, shown in the following screenshot, users can go to any supported version of the Help. Users can also access the archived help documentation from the site menu in the Help Portal and Acumatica Community. To find it, click Support > Archived Product Documentation (as shown below). H
