Description and demonstration of requisition workflows in Acumatica. Includes three flows demonstrating internal requests, internal requests with vendor bidding, and a customer request-quote-order process. Shows how workflows are created.
Views: 4279 Douglas Johnson
Demonstration of how to import sales orders from an Excel spreadsheet. A sales order can have a single line or multiple items. The import is done using Acumatica integration tools. These tools allow you to map Excel spreadsheets and other input sources to Acumatica screens.
Views: 2971 Douglas Johnson
Overview of integration with Acumatica Cloud ERP and Magento eCommerce. Video shows managing inventory items, placing an order that instantly appears for shipping, merging online and offline orders on a shipment, getting shipping status and tracking numbers from the eCommerce site, and receiving progress updates via email.
Views: 1796 Douglas Johnson
Upcoming preview demo of mobile features which will soon be available in the Acumatica Field Services Edition software. The demonstration example shows how dispatch, field workers, and finance can complete a customer while sharing real time data
Views: 1311 Douglas Johnson
Create a form on any website and use it to publish information to Acumatica using web services. Watch a simple 3-step process of: (a) locating and linking Acumatica web services to an ASPX website, (b) creating a simple web form, (c) using C# code to publish the form results to Acumatica.
Views: 1715 Douglas Johnson
Demo of shipping enhancements in Acumatica 2018 R2. Includes international shipments using USPS via Stamps.com, UPS, FedEx, and other carriers. See how to process shipments from prepaid orders obtained from commerce, point of sale, or other external systems.
Views: 357 Douglas Johnson
Short video showing how to collect payments using a commercial credit card with Acumatica in conjunction with Authorize.net.
Views: 1875 Douglas Johnson
Demonstration of Acumatica localization tools that allow the selection of different languages and reflect regional formatting preferences. See how to add languages and perform translations in Acumatica. Localize text on screens, reports, error messages, and even data within the database. Manage date and time formatting according to the country where you are located.
Views: 936 Douglas Johnson
This video provides 12 steps to create a financial consolidation using Acumatica Cloud ERP. The steps involve creating companies with different charts of accounts, creating currencies, uploading currency rates, creating reporting ledgers, account mapping, entering transactions, creating the currency translation, importing data, and creating a consolidated report.
Views: 2546 Douglas Johnson
Setup a corporate hierarchy in Acumatica 2018 R1. Video shows how to convert 2 branches in 2017 R2 to a 3 company hierarchy in 2018 R1. Learn how to process an AP Bill across multiple companies and setup a unit set to see the reporting results.
Views: 571 Douglas Johnson
This short 5 minute video shows how you can add a new tab to a Purchase Order screen and add 5 new fields to the database. The video shows that the fields are immediately available for order entry and reporting.
Views: 1917 Douglas Johnson
Demonstration of assignment rules and approval maps in Acumatica. Assignment rules allow you to define who is responsible for following up on sales leads, responding to customer service cases, approving expense claims, verifying time sheets, and many other tasks.
Views: 1701 Douglas Johnson
Demonstration of how to configure Exchange (Office 365) to synchronize email, contacts, calendar items, and tasks with Acumatica. Three parts: 1. Setup and configuration of server, policies, and users 2. Demo of syncing Outlook and Acumatica via Exchange 3. Demo of using a mobile Android device to sync with Acumatica
Views: 4371 Douglas Johnson
Acumatica provides flexible account and subaccount structures to match your business needs and provide powerful reporting features. This video shows how to create segments and use them for reporting purposes.
Views: 1782 Douglas Johnson
Create SQL-like inquiries in Acumatica without SQL or programming skills. Create custom navigation paths so you can click on results and expose more detailed data, more detailed reports, or the source document.
Views: 1067 Douglas Johnson
Acumatica allows you to pay bills centrally and allocate expenses to other operating entities. l demonstrate how to make a single rent payment and allocate expenses evenly over 4 different branches. This process is simplified through the use of allocations and automated inter-entity transactions.
Views: 1679 Douglas Johnson
Discussion of how to synchronize leads and accounts in Salesforce CRM with Acumatica Cloud ERP. Video explains concepts and then provides a demonstration of a data import and data change. Acumatica Partners: if you want setup document, email me.
Views: 1758 Douglas Johnson
Demonstration of how to use the 'generic inquiry writer' for building database queries. Inquiries can be saved, added to the Acumatica menus, and added to dashboards for real-time reporting. Inquiries are run against the Acumatica data access classes so that all business logic and security rules are preserved when running a SQL-like inquiry.
Views: 1272 Douglas Johnson
Instructions on how to create a customer portal in Acumatica Cloud ERP 4.1. Video also shows how to grant access to your portal from inside Acumatica.
Views: 741 Douglas Johnson
Acumatica allows customers to restrict access to specific data values. This demonstration shows how to restrict data access to specific customer accounts based on the user who is currently logged in. Other videos (such as http://youtu.be/8PSMdwIE_4M) show how to restrict access to screens, reports, and entire objects.
Views: 996 Douglas Johnson