Acumatica Lifecycle
Colleen Schils
Colleen Schils

The New Acumatica Product Lifecycle and Support Policy (Hint: It’s Good News!)

Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … Read more

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Source Control for Acumatica
Joe Jacob
Joe Jacob

The Right Way to Use Source Control for Your Acumatica Customization Packages

Summary Many aspects of a custom solution for Acumatica can be done within the confines of a Visual Studio Project. However a customization project package must still be maintained within an instance of Acumatica.  Here’s a simple method of exporting and importing those changes to be captured by source control. Method Let’s say you already … Read more

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Agility Acumatica
John Gabrys
John Gabrys

Free Whitepaper: The Value of Agility in ERP During Disruptive Times

Yes, you can survive business disruption, just not with your legacy ERP. This new Whitepaper from Mint Jutras lays out the value of having an agile ERP platform. Disruption Everyone knows it could be coming soon to their market-with or without warning, but nobody likes to think about it.  It’s not just new competition, it’s … Read more

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AP Inbox Assist for Acumatica
Angela Stuart Mills
Angela Stuart Mills

Three Awesome New Features for AP Inbox Assist for Acumatica

Are you using our AP Inbox Assist add-on for Acumatica yet? If you aren’t, you’re missing out. Never chase down paper invoices again.  Streamline your experience, from receipt of invoice to approval to payment. Our custom-made product is better than ever with these new features.  Here is a list of three new things you can do with … Read more

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Acumatica Attributes
Guillermo Pineda
Guillermo Pineda

New in Acumatica 2018 R2: Using Attributes as User Defined Fields (No Programming Required!)

In a previous blog, we discussed how to add custom data fields to a form and also discussed the advantages and limitations of Attributes. Prior to the Acumatica 2018 R2 update, Attributes were only available for Customer Management (e.g. Leads, Contacts, Cases, Opportunities, Business Accounts, and Marketing Campaigns), Inventory Items, Projects, Employees, Vendors, and Customers. In … Read more

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Pricing strategy in Acumatica
Joel McDonnell
Joel McDonnell

Understanding Item Pricing & Discounts in Acumatica

Before you jump into the Acumatica screen to set up item pricing, you should think about what drives pricing on your products.  Things such as: Stock or non-stock item Default price Sales price The customer The price class Discounts Currency Unit of measure Location Warehouse Markup percent And possibly more Note: Acumatica’s sales order entry … Read more

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ERP ROI
Jen
Jen

AWS and Acumatica: The ROI of Modern Cloud Solutions

The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more

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Acumatica Snapshot
Melissa Blassingame
Melissa Blassingame

Creating a New Tenant by Copying Settings from Another Tenant

In Acumatica, you can use snapshots to easily create a new tenant by copying settings from another tenant.  Snapshots can be used as templates to quickly and easily set up new tenants similar in configurations; such as a test environment. They can: Contain full or partial data Can be saved locally Can be imported and … Read more

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Open Database Connectivity
Colleen Schils
Colleen Schils

Acumatica SaaS ODBC Database Access Retirement March 2019

Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica.  Many people rely on this type of connection for reporting and integrations with legacy systems.  Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more

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Acumatica Customizations
Mike Gifford
Mike Gifford

Steps to Consider Prior to Customizing the Acumatica Portal

Acumatica is easily customizable; however, there are some important factors to consider before you start making all those changes.   When it comes to making certain changes that affect the logic behind the system, or user interface changes to the Acumatica Portal, there are several things to consider and keep in mind. The Acumatica portal has … Read more

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keyboard shortcuts
Mike Aichinger
Mike Aichinger

Keyboard Shortcuts in Acumatica

Acumatica exists to save you time, decrease errors, and ultimately save money. One way for users to superpower that efficiency is with keyboard shortcuts. We’ve written before about the reasons to use keyboard shortcuts, but here’s a refresher: Increase efficiency What would take 4 clicks with a mouse can be accomplished with a single keystroke, … Read more

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Sales leads in Acumatica
Diane Grayson
Diane Grayson

Tracking Opportunities & Revenue Forecasting in Acumatica

It’s important to understand how the CRM part of Acumatica addresses sales forecasting and opportunities. Acumatica comes out of the box utilizing a seven-step sales funnel/process. These steps are customizable to match your business needs. You can have multiple processes defined, and within each of them you can add, change, and remove stages to fit … Read more

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Acumatica screens
Mike Aichinger
Mike Aichinger

Missing Screens & Disappearing Filters in Acumatica

The Quick Menu in Acumatica is definitely a customer favorite.  It’s great – you can choose which screens you want displayed, easily and without much clicking around.  My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered.  For example, you’d like a notification … Read more

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acumatica construction edition
Jen
Jen

Introducing Acumatica’s Construction Edition

I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more

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