R150: Getting Started with Acumatica

Home Course Catalog R150: Getting Started with Acumatica

This course will help you become familiar with key features of Acumatica by watching several short videos.

The goal of this course is to quickly familiarize you with the Acumatica interface and provide topical information on Acumatica features. This class provides a general overview of all modules to give you the big picture.

This course consists of a repository of self-paced 2-4 minute videos that will walk you through various features of Acumatica. The videos are categorized into specific sessions:
– UI: User Interface
– FM: Financial Management
– DM: Distribution Management
– CRM: CRM
– PA: Project Accounting
– R&BI: Reporting and BI
– C&IF: Customization and Integration Features
– GSM General System Features

To watch the video recordings open the tabs below.

UI
FM
DM
CRM
PA
R&BI
C&IF
GSM

UI

The User Interface section of R150 Getting Started with Acumatica 5.0 walks you through an overview of the Acumatica ERP user interface. You will get acquainted with the menu structure, the forms, and their elements.

The course consists of self-paced videos that walk you through the Acumatica user interface as well as specific topics associated with the Acumatica user interface.

User Interface Overview
Access From Anywhere
Multiple Screens
Data Filtering
Working Offline

FM

The Financial Management section of R150 Getting Started with Acumatica 5.0 walks you through an overview of a few financial processes in Acumatica. You will get acquainted key screens and how to process simple transactions.

Making a Journal Entry
Using Sub-Accounts for Reporting
Creating AR Invoices
Paying AP Bills
Accepting Credit Cards
Bank Reconciliation
Centralized Payments and Allocations
Inter-company Accounting
VAT Taxes
Fixed Assets

DM

The Distribution Management section of R150 Getting Started with Acumatica 5.0 walks you through an overview of the Acumatica ERP distribution management module. You will get acquainted with inventory, purchasing, sales order, and requisitions.

Inventory Management
Inventory Transfers
Inventory Replenishment
Purchase Orders
Purchase Requisitions
Landed Costs
Integrated Ecommerce

CRM

The Customer Relationship Management (CRM) section of R150 Getting Started with Acumatica 5.0 walks you through an overview of the Acumatica CRM module. You will get acquainted with leads, contacts, business accounts, opportunities, exchange integration, the B2B portal, and support cases.

Customer Management Overview
B2B Portal
Support Cases
Exchange Integration
Outlook Integration

PA

The Project Accounting section of R150 Getting Started with Acumatica 5.0 walks you through an overview of the Acumatica ERP project accounting module. You will learn how to setup different types of projects such as fixed price and time-and-materials projects.

Project Accounting Overview
Using Attributes

R&BI

The Reporting and BI section of R150 Getting Started with Acumatica 5.0 walks you through an overview of the Acumatica ERP reporting tools and the OData interface. You will learn the basics of the 3 reporting tools included with Acumatica and how to create dashboards.

Reporting Overview
Drill Down Reports
Dashboards
Generic inquiries
OData in Excel
OData in PowerBI

C&IF

The Customization and Integration Features section of R150 Getting Started with Acumatica 5.0 walks you through customization features that are available in Acumatica ERP. You will get acquainted with making simple screen changes, modifying workflow, and interfacing with external system.

Adding a Button
Adding Tabs and Custom Fields
Workflow Automation Steps
Importing Data From Excel
Integrating External Data
Submitting Data via Web Form

GSM

The General System Management section of R150 Getting Started with Acumatica 5.0 provides an overview of system security and management features in Acumatica. You will learn how to configure security, assign work, and install Acumatica.

Access Security
Restriction Group Security
Localization Tools
Assigning Work
Data snapshots
Installing locally