Videos uploaded by user “Douglas Johnson”
Purchase Requisition Workflows in Acumatica
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: 3402 Douglas Johnson
Importing Excel data into Acumatica Cloud ERP
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: 2506 Douglas Johnson
Acumatica Integrated Ecommerce
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: 1568 Douglas Johnson
Acumatica Purchase Order Management
Overview of Purchase Orders using Acumatica Cloud ERP software. Shows end to end flow including placing order, approving PO, workflow notification, and receipt of order.
Views: 4251 Douglas Johnson
Acumatica Fixed Assets Overview
Overview of fixed assets in Acumatica. Shows creating an asset from a vendor invoice or purchase order, running depreciation, changing asset salvage value and expected life, and disposing an asset.
Views: 1696 Douglas Johnson
Acumatica New User Interface in 2017 R2
Demonstration and explanation of the new Acumatica UI including workspaces, user configuration, search, and help.
Views: 2129 Douglas Johnson
Reconciling bank cash accounts in Acumatica
Demo how to reconcile bank statements in Acumatica Cloud ERP. See how to import transactions, match transactions, add transactions, and mark transactions as cleared and reconciled.
Views: 2312 Douglas Johnson
Overview of Acumatica Cloud CRM Software
Overview and high level discussion of Acumatica CRM architecture
Views: 5392 Douglas Johnson
Acumatica Mobile Field Services Preview
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: 988 Douglas Johnson
Acumatica Manufacturing - Build to Order
Acumatica Manufacturing Suite overview. After a brief overview, see now to produce items directly from a sales order using inventory from the Acumatica Distribution Suite.
Views: 1022 Douglas Johnson
Acumatica Customization - Adding a Button
Demonstration of how to to customize screens in Acumatica by adding buttons and controls.
Views: 1807 Douglas Johnson
Customizing Dashboards in Acumatica
Demonstration of how to customize dashboards using pre-configured widgets. Video shows adding wiki articles, graphs, and charts directly from the Acumatica application.
Views: 3123 Douglas Johnson
Cloud ERP - use Acumatica to consolidate financials across systems and currencies
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: 2171 Douglas Johnson
Inter Company Accounting in Acumatica
Overview of inter-company accounting options in Acumatica Cloud ERP 5.0. Includes comparison of related entities (branches) and stand-alone companies. The demo shows a GL transaction as well as an inventory transfer between entities.
Views: 2556 Douglas Johnson
2016 Acumatica ERP Outlook Integration
Demonstration of Acumatica ERP integration with Outlook via an Exchange plug-in. The Acumatica 6 feature makes it easy for sales and support personnel to quickly add contacts and information received via email to Acumatica ERP.
Views: 2212 Douglas Johnson
Link a Web Form to Acumatica Using Web Services
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: 1439 Douglas Johnson
HubSpot integration with Acumatica using Azuqua
Integrate HubSpot marketing automation with Acumatica CRM and ERP software using Azuqua and web services. A live example shows the three systems interact to shuttle a lead from HubSpot to Acumatica. At the end, learn how to setup Azuqua to work with Acumatica.
Views: 249 Douglas Johnson
Salesforce CRM Integration with Acumatica ERP
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: 1626 Douglas Johnson
Acumatica Cloud ERP Overview
ERP software overview demonstration. Covers key Acumatica value propositions: customizations, unlimited users, multiple deployment methods, workflow, mobile devices, 100% web based, B2B portal, integrated CRM, drill down reporting.
Views: 2003 Douglas Johnson
Acumatica and Exchange - Setup and Sync
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: 3648 Douglas Johnson
Processing Landed Costs in Acumatica
Demo of landed costs in Acumatica. Reviews process of entering PO, receiving goods, and entering vendor invoices after goods have been received.
Views: 1591 Douglas Johnson
Generic Inquiries for rapid data reporting
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: 1111 Douglas Johnson
Acumatica Journal Entry Process
Demonstration of the efficiency of making a journal entry into Acumatica Cloud ERP. Shows making an entry into the general ledger and some of the accounting features that are included with Acumatica.
Views: 2139 Douglas Johnson
Mobile Device Support in Acumatica
Short demo of mobile device support in Acumatica including tablets and phones. Illustration of how to use mobile framework to modify fields and form layout on mobile device.
Views: 642 Douglas Johnson
Printing from the Acumatica Cloud
Acumatica has pre-released something called Device Hub which allows you to print pick lists and invoices to a local printer. You can also use Device Hub to connect other devices such as scales.
Views: 298 Douglas Johnson
Advanced Reporting using GL Subaccounts in Acumatica
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: 1562 Douglas Johnson
Assigning Work in Acumatica Cloud ERP
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: 1443 Douglas Johnson
VAT Taxes in Acumatica
Overview of tax logic in Acumatica with short example of setting up Canadian VAT (GST, HST, PST) taxes.
Views: 1243 Douglas Johnson
Corporate Structures and Inter-company Transcations
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: 148 Douglas Johnson
Using Excel to Display OData from Acumatica Cloud ERP
Learn how to expose Acumatica ERP data via an Open Data Protocol (OData) feed using a generic inquiry. See how to open the data feed using Microsoft Excel and then format the data into Pivot Tables and Pivot Graphs.
Views: 2332 Douglas Johnson
2017 Salesforce integration
Demonstration of the real-time synchronization of products, contacts, customers, and opportunities between Salesforce and Acumatica.
Views: 282 Douglas Johnson
Creating a customer invoice in Acumatica ERP
Acumatica makes it easy to issue invoices to customers. In this video I will demonstrate the process of creating and issuing an invoice.
Views: 2563 Douglas Johnson
Installing Acumatica On-Premises
An accelerated view of installing the Acumatica Cloud ERP software on a Windows Server running IIS and a Microsoft SQL Database. The process shows installation wizards as well as installation options.
Views: 1121 Douglas Johnson
Inventory Transfers
Demonstration of performing a 2-step transfer using Acumatica Cloud ERP software.
Views: 694 Douglas Johnson
Acumatica OData feed to Power BI
Use Microsoft Power BI to publish data visualizations for Acumatica Cloud ERP data. Learn how to create the data feed using Power BI Designer and create basic visualizations using the demo data.
Views: 1839 Douglas Johnson
Credit Card Payments using APS and Acumatica
Demo showing how Acumatica ERP supports PCI compliant credit card payment processing using American Payment Solutions. The video shows examples of processing and a short description of how to setup the process.
Views: 249 Douglas Johnson
2017 Item Class Hierarchy
Demo and description of Item Class Hierarchy in Acumatica 2017 R2. Conveniently manage items by adding them to a tree structure which inherits features from top level classes. Benefit from reports, availability calculations, and more from top level items.
Views: 393 Douglas Johnson
Restricting Access to data in Acumatica Cloud ERP
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: 855 Douglas Johnson
Acumatica Migration Mode for AP and AR documents
Demo and discussion of how you can quickly import historical AP and AR documents without impacting the Acumatica GL entries or the customer and vendor balances.
Views: 309 Douglas Johnson
2017 UOM and Pricing Improvements
Demo and description of Acumatica Cloud ERP 2017 R2 distribution enhancements including unit of measure pricing improvements. Areas covered include: (a) Pricing by warehouse (b) Price adjustments by UOM (c) UOM pricing by vendor ID
Views: 452 Douglas Johnson
Customizing Cloud ERP - Adding Fields and Modifying Screen
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: 1586 Douglas Johnson
Customizing Workflow - Automation Steps 2
Video describing how to use automation steps to create unique workflows inside Acumatica Cloud ERP. This is a follow up video to the workflow overview that provides examples of different automation steps features.
Views: 714 Douglas Johnson
2017 Project Pro Forma Invoice
Demo of a time and materials project using a pro forma invoice to control client billing. Demo shows writing off and postponing client billing before committing an invoice to the financials.
Views: 174 Douglas Johnson
Approve and Pay Bills in Acumatica
See how the workflow engine inside Acumatica allows you to route bills to the appropriate people for approval. After approval, process the bills according to vendor terms, payment methods (such as ACH and check), and due date.
Views: 781 Douglas Johnson
Data Filtering in Acumatica Cloud ERP
Demonstrates different types of data filters in Acumatica Cloud ERP that provide rapid access to data. Filters can be saved, shared, and set as default within an organization.
Views: 1587 Douglas Johnson
Consolidating Accounts for Financial Reporting
Acumatica automates the process of consolidating accounts from subsidiaries. In this video I describe the consolidation process for financial reporting. See http://youtu.be/WEWgPa30H_g for setup process.
Views: 578 Douglas Johnson
Centralized payment and financial allocation in Acumatica
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: 1431 Douglas Johnson
Localization Features in Acumatica Cloud ERP
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: 766 Douglas Johnson
Acumatica Reporting Tools Overview
Demonstration three reporting utilities that are included with Acumatica. The first is a web-based financial reporting tool. The second is a Windows-based desktop utility that allows you to create custom views of your data. The third is a generic inquiry designer for building database queries.
Views: 2550 Douglas Johnson
Inter-Company Transactions - Setup Company (Branch)
Demonstration of how to create a new company (branch) in Acumatica and set up automated inter-company transactions. Includes creating a transaction and updating reports.
Views: 1667 Douglas Johnson