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: 4485 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: 3364 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: 3067 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: 1320 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: 5202 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: 1991 Douglas Johnson
Acumatica Customization - Adding a Button
Demonstration of how to to customize screens in Acumatica by adding buttons and controls.
Views: 2205 Douglas Johnson
Overview of Acumatica Cloud CRM Software
Overview and high level discussion of Acumatica CRM architecture
Views: 5943 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: 1829 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: 2185 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: 2882 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: 1984 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: 2864 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: 1798 Douglas Johnson
Shipping in Acumatica
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: 497 Douglas Johnson
Using Credit Cards for Customer Payments in Cloud ERP
Short video showing how to collect payments using a commercial credit card with Acumatica in conjunction with Authorize.net.
Views: 1935 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: 4496 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: 1827 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: 3116 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: 1358 Douglas Johnson
Acumatica Project Accounting and Job Cost Overview
Demonstration and overview of project accounting and job costing in Acumatica cloud ERP. Includes an example project with fixed and variable tasks that runs over a 2 month period.
Views: 2437 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: 2571 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: 595 Douglas Johnson
Inventory Management and Distribution Overview
Overview of inventory management in the Acumatica Distribution Management Suite
Views: 2294 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: 2626 Douglas Johnson
Landed Costs in Acumatica 2018 R2
Demo and explanation of landed cost scenarios in Acumatica. Process 1 shows accounting transactions when the landed cost bill arrives with the purchase receipt. Process 2 shows making a landed cost estimate to minimize variances for companies with rapid turnover and/or late landed cost invoices.
Views: 340 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: 1785 Douglas Johnson
Managing Acumatica Themes / Skins
Short demo of how to create and modify themes in Acumatica so you can pick a unique look and feel for your cloud ERP application. Since Acumatica is a web application, applying skins/themes is easy.
Views: 467 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: 3125 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: 862 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: 486 Douglas Johnson
2017 Salesforce integration
Demonstration of the real-time synchronization of products, contacts, customers, and opportunities between Salesforce and Acumatica.
Views: 625 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: 1742 Douglas Johnson
Inventory Replenishment - ERP and accounting
Learn how cloud ERP delivers real-time reports and replenishment recommendations to minimize inventory holding costs and out-of-stock events. The video shows how the purchase order creation process can be fed by replenishment suggestions, special orders, and back orders.
Views: 1657 Douglas Johnson
Shipping via UPS and FedEx
Demonstration of how to ship from Acumatica using UPS WorldShip and FedEx Ship Manager. This demonstration does not include integration with a scale and involves print to a PDF file instead of directly to a printer.
Views: 1199 Douglas Johnson
Corporate Structures and Inter-company Transactions
Updated content (Entity Guidance slide) at: https://youtu.be/FUM0_7JSKh4 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: 666 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: 1541 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: 1904 Douglas Johnson
Scheduling Work in Acumatica
Explanation and demo of how to schedule work in Acumatica so you can process recurring tasks.
Views: 828 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: 3578 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: 1304 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: 724 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: 1148 Douglas Johnson
Customer inquiry navigation and drill down in Acumatica
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: 1106 Douglas Johnson
Setting Prices and Discounts in Acumatica 2018 R2
Demo of setting prices and discounts in Acumatica with a focus on 3 scenarios covering new features in Acumatica 2018 R2. This includes external discounts, overrides, and recalculation enhancements.
Views: 295 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: 2099 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: 1326 Douglas Johnson
Acumatica Mobile Field Services
Two demos of field services features in 2018 R2. The first shows how sales opportunities can be converted to service orders - including links to purchase orders and invoicing. The second demo shows how an appointment can be pushed to field workers who can perform all necessary tasks (GPS recording, signature capture, notes, start/stop appointment, retrieve maps, phone calls, take pictures, collect payment) from an Android or iOS device.
Views: 450 Douglas Johnson
2017 Project Commitment Reporting
Demo of project commitment reporting in Acumatica 2017 R2. See how purchase orders and external commitments are tracked and relieved from a project. See real-time reporting visibility.
Views: 177 Douglas Johnson
Project Accounting - Using Attributes in Computations
Attributes are variables that can be linked to various objects in Acumatica. In this video I show how attributes can be associated with a project and linked to project billing.
Views: 773 Douglas Johnson