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Absolute Accumatica Developing Beginner

  • July 30, 2025
  • 9 replies
  • 116 views

batkinson
Freshman I

We are a division of a user of Acumatica .  It’s hoped that our division will start using Acumatica  sometime next year.

Our parent company is primarily a plumbing/HVAC/electrical installation and repair company.  Manufacturing was a sideline with non-repeating work, small quantities, and flexible due dates.  We are a tier one manufacturer and we were bought (in part) to expand the parent company into large quantity, repeating work .

We have been using another ERP program for decades (with occasional upgrades, of course).  We’ve created inhouse solutions that fit our process better or add features that aren’t available yet; all built on the ERP data to expand capabilities.

I had little to do with the roll out to our parent company – except for providing some tricks for data extraction and compilation.  I am new to Acumatica . 

Questions and plans (sorry for the length and I don’t know what I don’t know) :

  • Would two instances be needed?  Our present ERP system allows multiple sites, but in all the descriptions of that feature, similar items are created in all separate locations.  We will have a mostly service side with separate services and a manufacturing side.
  • I’m learning C# and trying to go to “Acumatica University,” are there any other languages/software/concepts I should learn?
  • Since Acumatica  is in the cloud, what system administrative tasks are there to do?
  • Are there any EDI users out there?  We rolled our own EDI solution.  I could go into details, but that’s beyond this initial round of questions.
  • We also automated parts of our shipping process.  Do any of you ship to automotive/heavy machinery manufacturers?
  • One of our customers allows us to change our prices quarterly.  Skipping a few steps, we receive a spreadsheet with the new prices.  We did it manually once; it took eight people three hours on a Saturday.  Instead, now an inhouse tool is used to automatically read the spreadsheet and adjust prices in the database in under eight minutes.  Anybody do something similar?
  • Our present ERP system has APIs.  I was going to integrate them into our software, but our company was purchased.  I had to help integrate the two companies.  

Thanks for getting this far.

9 replies

JSpikowski
Jr Varsity II
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  • Jr Varsity II
  • July 31, 2025

I've worked with Sage 100 and Intuit QBO. If you are looking for developer help with your migration, let me know.


batkinson
Freshman I
  • Author
  • Freshman I
  • July 31, 2025

Thanks, JSpikowski!  I’ll keep you in mind.  I gave advice for the Sage 100 data extraction, but I didn’t do any of the transfer.


DrewNisley
Pro I
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  • Pro I
  • July 31, 2025

I can maybe answer a few of your questions.

  • I’m learning C# and trying to go to “Acumatica University,” are there any other languages/software/concepts I should learn?

I was in the same spot as you, I learned a lot from the University as well as just searching this community. There is a lot of great information on here. As for other languages, Acumatica is preparing to switch to modern ui, which utilizes TypeScript and HTML to make the pages look pretty/function. But that is in the future, so that’s up to you.

  • One of our customers allows us to change our prices quarterly.  Skipping a few steps, we receive a spreadsheet with the new prices.  We did it manually once; it took eight people three hours on a Saturday.  Instead, now an inhouse tool is used to automatically read the spreadsheet and adjust prices in the database in under eight minutes.  Anybody do something similar?

We have done this a few different ways. There are AR Price Worksheets that you can import from excel. We would export all the last cost for each part, run a few formulas to calculate the price based on margin, and then import it into the Price Worksheet and process it. Now we just have a customization that either sets a static price for certain inventory items or updates them dynamically based on percentages when a PO Receipt is released for others. If you’re only updating them quarterly, exporting them to excel and running your calculations there is going to be easiest for you. It takes a little bit of setup, but it is not too bad.

Hope this helps!


JSpikowski
Jr Varsity II
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  • Jr Varsity II
  • July 31, 2025

@batkinson,

I have worked with Sage 100 / MAS90 since its  beginning.  I wrote a SQL mirroring package for a Sage 100 client to integrate their custom manufacturing application. 

Feel free to send me an email to discuss your project. 

e-mail@johnspikowski.com 

John


batkinson
Freshman I
  • Author
  • Freshman I
  • July 31, 2025

Thanks, I’m probably a few months away from thinking about this.


batkinson
Freshman I
  • Author
  • Freshman I
  • July 31, 2025

Drew Nisley,

Thanks for your input.

I’m probably a few months away from thinking about this one too.  EXCEPT, I ran the third quarter price update this afternoon -- so I’m thinking about it now.  It changed prices for 1059 part numbers/about 1700 orders in about seven and a half minutes.

It sounds like I programmatically create a spreadsheet then upload it to Acumatica.

This will be an adventure!


JSpikowski
Jr Varsity II
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  • Jr Varsity II
  • July 31, 2025

Using spreadsheets might work for a one off import but it's not an interface solution. Is your Acumatica instance local, self hosted or SaaS?

 


batkinson
Freshman I
  • Author
  • Freshman I
  • July 31, 2025

It’s SaaS.

It will be a quarterly method of transport.

 

 


JSpikowski
Jr Varsity II
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  • Jr Varsity II
  • July 31, 2025

If it's just a quarterly thing the import method should be fine.