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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
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
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?
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.
The Education Team is happy to inform you that the following courses for Acumatica ERP 2021 R2 are now available:End-User Courses (at Open University only):Basic Financials Prices and Discounts Intercompany Transactions Sales and Purchases Automated Warehouse Operations Basic Operations with Stock, Non-Stock, and Service Items CRM Sales Operations CRM Support Operations Service Management Equipment and Route Management Accounting for Projects Project Billing and Change Management Projects for Construction (new) Analytical Reports Data Retrieval and Analysis Dashboard and Widget Design (new) System Security System MaintenanceImplementation Consultants (at Partner and Open Universities):A150 Getting Started with Acumatica ERP C100 Customer Management (CRM) D100 Inventory and Order Management Basics D200 Inventory and Order Management Extended Scenarios D210 Automated Warehouse Operations D220 Non-Stock and Service Items F100 Financial Basics F130 Prices and Discounts F230 Subaccounts,
summit.acumatica.com/Connect, Learn and ShareDear Community Member,With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything. Product update announcementsConstruction Edition - Procore Integration - 2021 R2Acumatica Help 2021 R2 is now available on Help Portal - updateAcumatica 2021 R2 Update 1 Build 21.201.0086Canada LocalizationUK Localization1099-MISC and 1099-NEC updates for Tax Year 2021Acumatica 2020 R2 Update 18 Build 20.218.0021Acumatica 2021 R2 Update 2 Build 21.202.0054Known issue: Some reports are available to users without the proper rightsAfter an upgrade to Acumatica ERP 2021 R2, custom plug-ins for credit card payment processing may work incorrectly during processing a payment from a new credit cardLimitation of the Real-Time Sync for the Certain Entities.Known issue: On the Shipments form, it was not possible to edit information on the Shipping Settings and Packages tabs for a shipment if an open picklist existed
Dear Community Member,With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.Connect, Learn and Share Community Meetup - Distribution Show & Tell: DashboardsJoin 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 out to: firstname.lastname@example.org.Register now Community IntroductionsA place to share with fellow community members about yourself and what your company does.Tell the community about yourself and meet other members HERE Product update announcementsAcumatica 2021 R2
Acumatica 2020 R2 is now available for download. In this release, Acumatica delivers several new features which improve upon our best-in-class functionality and utilize AI/ML so you can do your best work. In addition, we eliminate system silos by bringing manufacturing, construction, and commerce features into a unified core.On Thursday, September 24 at 9:00 a.m. PDT, the product management and presales enablement teams will hold a webinar to discuss and demonstrate an overview of all the new features. You can register for this below.2020 R2 Feature Review Webinar Work Smarter Not HarderAcumatica provides a modern and intuitive user experience to make it easier for you to do your best work. The Acumatica experience enables your organization to adapt and tailor our solution to meet your unique business needs.In 2020 R2, we save you both time and money by automatically creating AP documents from vendor bills. Up to 500 recently viewed records are instantly available. Also, it is even eas
Acumatica Mobile App Store Ratings Reviews Rally Contest! ENTER NOW (2 winners of $250 app store gift cards announced November 16th)
Did you know that rating Acumatica in the Apple App Store and Android Marketplace only takes a few minutes? Provide a quick rating and a short review by November 15th to be entered into a drawing for a $250 Gift Card – 2 winners – one per app store site. Reviewers must leave their Apple ID or Google Play username as replies within the thread and complete the contest entry submission form below. Winners will be selected in a random drawing on November 16th. To take part in this contest:•Try out the Acumatica Mobile App – Download from the App Store •Post a review •Submit a short form drawing entry with the name you used for the review. •Contest ends Sunday November 15th, 2020 at 11:59pm PST. We will announce TWO winners on Monday November 16th, 2020. One per App Store Review Site (Apple App Store & Google Marketplace)Thank you for participating and we hope you enjoy the Acumatica Mobile App! Links: •Apple App Store Acumatica Mobile App: https://acumati.ca/3675bb9•Google Play Store
Acumatica 2020 R2 included hundreds of new features and benefits. Product Management and Partner Enablement created the videos below to highlight key features.Work Smarter, Not HarderAcumatica provides a modern and intuitive user experience to make it easier for you to do your best work. The Acumatica experience enables your organization to adapt and tailor our solution to meet your unique business needs.Recently Used Records List (2:23 video) Dashboard Auto Refresh (1:11 video) Unified Notifications using Business Events (2:36 video) Best in Class FunctionalityFinancial management is the core priority of an ERP system, and Acumatica continues to innovate in this area by enabling cross-company sales opportunities, streamlining bank reconciliation, and providing centralized account management.In 2020 R2, we deliver a robust integration to Shopify. We built the integration using our new commerce engine, which makes it even easier to connect to leading eCommerce applications.Core ModulesF
At Acumatica Open University, the following end-user courses have been updated to reflect the 2020 R2 version of Acumatica ERP.Basic Financials (quiz available) Intercompany Transactions Prices and Discounts Sales and Purchases (quiz available) Automated Warehouse Operations (quiz available) Basic Operations with Stock, Non-Stock, and Service Items (quiz available) Accounting for Projects (quiz available) Project Billing and Change Management (quiz available) CRM Sales Operations (quiz available) CRM Support Operations (quiz available) CRM Marketing Operations (quiz available) Service Management Equipment and Route Management Data Retrieval and Analysis (quiz available) ARM reports System Security (quiz available)To access training materials and quizzes, you need to sign in to the site first. Use the Sign In button in the site menu.
Ali Jani our Chief Product Officer joined us for Coffee & Code recently to talk about his journey from programmer to entrepreneur to his present role at Acumatica.Watch the episode now: https://tinyurl.com/28j8xjmr (link) #CoffeeCode | #Developers | #CloudERP
Starting Oct 12, advanced search will be under maintenance on Acumatica Help Portal 2020 R2. The standard Acumatica search will work as usual. We expect to complete the update by the end of the week.We are sorry for this inconvenience.
There is still time to get in on the exciting offer for a $250 app store gift card! Simply download the mobile Acumatica application and submit a rating as well as provide a short review. We would really appreciate your feedback! To encourage people further, we have a drawing for a $250 Gift Card – 2 winners – one per app store site. The contest ends Sunday November 15th, 2020 at 11:59pm PST. We will announce 2 winners on Monday November 16th, 2020. To install the Acumatica mobile application, here are the links: Apple App Store: https://acumati.ca/3675bb9Google Play Store: https://acumati.ca/333WSuAFor detail on the contest & to submit your contest entry: https://acumati.ca/2HmXO4X Thank you kindly for taking the time to provide your feedback - we appreciate it! Let me know if there are any questions or send an email to email@example.com
One Link gives you the whole series to add to your Outlook calendar. You should have it already on your calendar for 2021 otherwise please register for the series here AND use the add to calendar link from your confirmed registration email.
We are happy to announce that we started releasing the updated version of the courses for Acumatica ERP 2021 R1. Course guides are available both at Partner University and Acumatica Open University. If you want to complete the certification tests, you need to use Partner University for that.Currently, the following updated training courses already available:Partner courses:C100 Customer Relationship Management (CRM) F100 Financial Basics F340 Multicurrency Accounting S110 System SecurityWe have also updated the following renewal courses which you can use to renew the previously achieved badges:F105 Business Consultant: Badge Renewal C105 Advanced CRM: Badge Renewal M215 Manufacturing Business Consultant: Badge RenewalThese courses are available at Partner University only.Developer coursesI300 Web Services: Basic | Data Retrieval I310 Web Services: Advanced| Data Retrieval I320 Web Services: Data Manipulation End-User Course (available at Open University only):CRM Marketing Operations
Update on 8/11/2020Acumatica 2020 R2 Beta is now available for download. In this release, Acumatica delivers several new features which improve upon our best-in-class functionality and utilize AI/ML so you can do your best work. In addition, we eliminate system silos by bringing manufacturing, construction, and commerce features into a unified core.2020 R2 Beta Download PageA Beta Program is available for customers who want to preview new features and provide feedback.General availability is planned for late September / early October.
We are happy to announce that we updated multiple courses listed below to reflect Acumatica ERP 2021 R1. Course guides are available both at Partner University and Acumatica Open University. If you want to complete the certification tests, you need to use Partner University for that.The first set of published courses can be found here: Partner courses:A150 Getting Started with Acumatica ERP L100 Payroll Implementation M100 Basic Manufacturing Implementation P100 Project Implementation and Processing P120 Project Accounting Basic Scenarios P200 Project Accounting Extended Scenarios V100 Service Management (available at Open University only) V200 Commerce Edition (BigCommerce Connector) V210 Commerce Edition (Shopify Connector) V300 Acumatica ERP Construction Edition W140 Customization Projects D100 Inventory and Order Management Basics D200 Inventory and Order Management Extended Scenarios D210 Automated Warehouse Operations D220 Non-Stock and Service Items F130 Prices and Discount
We are happy to announce that Acumatica Help for 2021 R1 has been released.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 R1 on it. Help specific to Acumatica ERP 2021 R1 will open in a new tab.**If you don’t see the 2021 R1 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.
On the Acumatica Help Portal, you can now download the guides, each of which relates to a specific functional area in Acumatica ERP. To do this, you need to open the home page of the Acumatica Help Portal, and in the Choose Your PDF Help Version section, click the tile of the version you need. This will open the popup box with the list of the guides available for download. Click the link of the PDF guide you need to download it.
On Thursday, February 18th, Acumatica announced 2021 R1 – the latest fully-featured version of our award-winning cloud ERP product. The event was held at the ‘LeMay – America’s Car Museum’ in Tacoma, WA, portraying present achievements and future directions in design, technology, and product development.2021 R1 introduces significant new advances across the Acumatica Cloud xRP Platform that will allow our customers to save time with superior usability, gain a competitive edge with best-in-class functionality, and grow their business with a powerful, flexible cloud platform.Acumatica 2021 R1 Launch Event - On Demand Now!Acumatica 2021 R1 Launch Event - On Demand Now!
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