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 course introduces the Acumatica ERP inventory and order management functionality. By completing this course, you will learn how to implement inventory and order management functionality in a new company, and how to perform particular sales and purchase processes in a system with this functionality configured.
Training Syllabus: The program is covered over three days as follows:
- Day 1: Configuring Basic Company Settings. This session includes activities to be performed in the out-of-the-box company to prepare the basic company configuration. You will learn how to configure a company, create an actual ledger, and chart of accounts. You will configure preferences for general ledger, cash management, accounts payable, and accounts receivable. You will also start working with part 2 of the guide that is configuring inventory and order management. You wil configure reason codes for inventory and sales order types.
- Day 2: Configuring Inventory and Order Management. In this session, you will cover Part 2 of the guide which consists of configuration lessons and describes the implementation of inventory and order management. You will configure basic inventory and order management, create posting classes, units of measure, and availability calculation rules. You will also create item classes for stock items and create stock items themselves.
- Day 3: Basic Sales and Purchase Processes. In this session, you will learn about the basic sales and purchase processes. You will process standard inventory purchases, purchase returns, sales at stock items, and customer returns for credit and for replacement.
Partner Certification: This class is based on the materials of the D100 Inventory and Order Management Basics course, which is part of the Inventory and Order Management badge. Completion of this class does not give you an automatic completion of the related course at Partner University; you will still need to complete the exam at Partner University.
Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:
- Mon, June 22, 2020 10:00 AM – 12:00 PM PT
- Tue, June 23, 2020 10:00 AM – 12:00 PM PT
- Wed, June 24, 2020 10:00 AM – 12:00 PM PT
Registration URL: https://webinar.ringcentral.com/webinar/register/WN_5k07FdtSRgae96KVTIwFSg*
*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: Maja Milenkovska
Working as a Support Consultant has given Maja many opportunities to troubleshoot various Reports and Generic Inquiries in her daily work, covering a wide range of issue from basic how-to questions to complex reports that need insights into the structure of Database tables and the capabilities of the engines behind writing Reports and Generic Inquiries.
Prior to joining Acumatica, she was a part of the Management Team of a Microsoft Distributor company and a Team Lead of the Product Marketing Team, in charge of the Sales and Product Marketing of Microsoft products. As such, she has had the chance to work with a diverse community of Partners/Customer and deliver many product- and business-related presentations and trainings.
In her new role as a Functional Consultant, Maja is helping Customers bridge the gap between standard Acumatica features and their specific business needs. She is working with Partners/Customers to help identify Customer’s particular business requirements on one side and Developers on the other side, to ensure the software created is accurately addressing identified Customer’s needs.
Prerequisites
For this training, attendees are expected to complete the F100 Financials: Basic course for a better understanding of the processes described in the D100 training.
Advance Preparations
None. Attendees will be provided with a cloud instance and tenant for training purposes.
Training Materials Please download the following training materials that you will need for the training:
- Training guide: D100 Inventory and Order Management Basics.pdf
- Files for training: Basic_Company_COA_2020R1.xlsx
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: 6
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.
