Acumatica ERP Experience Required: 3-6 months

Who Should Attend (relationship to Acumatica):

• Acumatica end users (customers)

Acumatica ERP version: 2020 R1

Training Description: This training introduces the types of organizational structures that can be configured in Acumatica ERP, the configuration of interbranch balancing transactions, and the processing of interbranch transactions.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Configuration of Companies and Branches. In this session, you will learn how to enable the minimum set of features before starting configuration of a company. You will perform configuration of a company with branches that do not require balancing and configuration of a company with branches that require balancing. You will learn how to configure account mapping rules for transactions between companies and between branches that require balancing. You will also learn how to process a bill between branches that do not require balancing and review the balances of accounts involved in transactions.
• Day 2: Processing of Documents between Companies and Branches. In this session, you will learn how to process a bill between branches that require balancing and review the balances of accounts involved in transactions. You will create bills for different companies that share a vendor and prepare payments from the companies that share the vendor. You will also process invoices between branches both that require and do not require balancing and review and review the balances of accounts involved in transactions. You will also learn how to review balances of due accounts and process a funds transfer between companies.
• Day 3: Additional Configuration. In this session, you will learn how to close periods for an individual company in all subledgers and the general ledger at the same time when the Centralized Period Management feature is disabled on the Enable/Disable Features (CS100000) form. You will learn how to create a user role specific to a branch in Acumatica ERP and how to assign the new branch-specific role to a user. Also, you will create and configure a unit set and apply it to an analytical report to display consolidated and branch-specific financial data. At the end of this session, you will learn about configuring the identifiers in Acumatica ERP that are assigned to newly created companies and branches in the system.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

• Mon, June 8, 2020 10:00 AM – 11:00 AM PT
• Tue, June 9, 2020 10:00 AM – 11:00 AM PT
• Wed, June 10, 2020 10:00 AM – 11:00 AM PT

Registration URL: https://webinar.ringcentral.com/webinar/register/WN_xUXsKeycQ72Nvl4aSU1XvQ*

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Annita Ruggier

Annita came to Acumatica in July of 2010 with extensive experience in business, accounting, and software implementation. She started in the software industry in 1999. Annita has Project Managed, implemented, and trained a large number of clients on a variety of different ERP Software packages. She has also had the opportunity to teach at Oracle University and has held such titles as CFO and Controller along with owning several of her own businesses.

Prerequisites­

For this training, attendees are expected to complete the F100 Financials: Basic course for a better understanding of the processes described in the F300 training.

Advance Preparations

None.  Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials Please download the training guide that you will use during the training:

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 3

For more information regarding administrative policies—such as refunds, cancellations, and complaints—please contact Acumatica at 1-888-228-8300.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have completed three polling questions per session. To get the certificate with confirmed CPE credits, after the session is complete, please send a request to training@acumatica.com.

National Registry Statement
Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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