Sessions & Training

We are looking forward to having you join us for the Acumatica Summit. To learn more about the content being prepared, we welcome you to read through the session briefs provided below.

Keynote Details

Monday, January 30

Acumatica Opening Keynote: Market Momentum

Acumatica continues to grow at a record-setting pace, and leading analyst firms forecast 10-13% CAGR in mid market Cloud ERP adoption for the next five years.  Join CEO, Jon Roskill, as we celebrate our partners and customer success in 2016 and get his view on what’s ahead. There will be plenty of new announcements, exciting new product features, and you’ll leave informed about Acumatica’s plans for the future.

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Tuesday, January 31

Acumatica Day 2 Keynote: Customer Success

With an ever-increasing number of customers in widely varying industries, the Day 2 keynote will feature Acumatica customers discussing their selection process, critical requirements, and implementation experiences.  CEO Jon Roskill will also continue to share his vision for the Multicloud World and CTO, Mike Chtchelkonogov will preview the technology advances coming from Acumatica to continue to accelerate your business growth.  

Track Details

Customer Track (Monday – Tuesday)

Take your place in the Acumatica customer ecosystem by joining Acumatica staff and other customers to explore their successes with Acumatica. Network with others in your industry, learn about available resources to help tackle your issues, and receive customer-specific training. Make a contribution by suggesting product improvements and sharing lessons learned.

Acumatica has a limited number of opportunities for customers to tell their Acumatica story at Summit 2017.  If you are an Acumatica customer and would like to participate, please email Michelle Webber.

Customer Sessions

Cross Industries Breakout

Join others to explore successes with Acumatica and take part in the Q&A process with others customers and Acumatica staff. We will discuss the core functionality that all industries can utilize: Acumatica Financial Management, Customer Management, Human Resources, Power BI, and other reporting tools will be the foundation of the discussion.  

Ray Rebello, Director of Product Marketing, Acumatica

 

Business Intelligence for Business Leaders

This session is intended for line of business professionals that need to get up-to-date and accurate information from Acumatica, but don’t want to be IT specialists. You’ll learn how to leverage Acumatica Generic Inquiries with drill-down functionality, create your own Acumatica Dashboards, and analyze data using Microsoft Excel 2016 (without having to manually export data from Acumatica!). To get the most out of this session, you should be familiar with basic navigation in Acumatica.

Tim Rodman, ERP Solutions Consultant Acumatica

 

Partner Spotlight

This session is an opportunity to hear from 20+ partners in 90 seconds or less who will share who they are, what solutions they provide, and what differentiates their application. Learn more and see how you can extend your Acumatica investment with these integrated partner solutions.

 

Product-Centric Breakout

This group discussion will be of interest to customers that deal with products, such as Distributors and Manufacturers. In this session, we will discuss the common functionality that that a product-centric business can utilize: Inventory, Purchasing, Warehousing, Barcoding, Shipping, EDI and 3rd Party extensions. Also, we will discuss the functionality that the manufacturing industry can utilize: BOM/Routings, Production Scheduling, MRP, Estimating, etc.

Ray Rebello, Director of Product Marketing, Acumatica

 

Top 10 Tips and Tricks for Productivity in Acumatica

Everyone likes a shortcut. The Top 10 Tips and Tricks for Productivity in Acumatica is intended for users who want to get more done, faster. This session will deal with tasks a business person would perform every day and show you how to do them more easily—find information faster, sort grids more quickly, format data, and more. These are tips you don’t want to miss.

Doug Johnson, Solution Consultant, Acumatica

 

Services-Centric Breakout

In this session, we will discuss some of the Acumatica functionality that the services-centric business uses. These businesses include: Professional Services (Project Accounting and Project Management), Repair Services (Field Service Management), and Business Services (including Non-Profit and Property Management).

Ray Rebello, Director of Product Marketing, Acumatica

 

Selling-Centric Breakout

In this session, we will discuss the core functionality that the selling-centric business can utilize, including Point of Sale, eCommerce, Marketplaces, Payment Solutions, and EDI. Come and suggest ways to improve the product and share the lessons you’ve learned in the implementation process.

Ray Rebello, Director of Product Marketing, Acumatica

 

Keeping your System Up-to-date

Keeping your system up-to-date uncovers the risks you expose your organization to by not having your system up-to-date. We’ll discuss how Acumatica has improved the software and delivered updates in the past, why we are now offering continuous release along with long-term support (LTS), and the benefits of both. Learn more about the Acumatica Premier Customer Support program.

Ali Jani, VP Partner Strategy, Product Management and Services, Acumatica

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Marketing Track (Monday – Tuesday)

The role of marketing continues to evolve.  We have seen a rise in social media, big-data analytics, mobile marketing and inbound marketing.   The success of your company increasingly relies on the connection between sales and marketing.

Marketing teams, attend this track to receive a full marketing and sales funnel approach to achieving 2017 goals.  We will increase your understanding and knowledge about available tools and strategies. You will receive insight into Acumatica customer segmentation and practices, marketing strategies that generate leads, industry and compete data, as well as understanding how to utilize analytics to drive sales.

Marketing Sessions

Acumatica 2017 Marketing Overview

In this sessions you'll get an overview on the Acumatica 2017 marketing strategy and plans. See how Acumatica is investing to build the brand, generate net new leads and enable the partner ecosystem.

Kathy Visser-May, Chief Marketing Officer, Acumatica

 

Product Marketing

In this session you will get an overview of the current product marketing programs and assets.  Learn about our industry messaging, collateral development, TCO (total cost of ownership) calculator and competitive analysis.

Ray Rebello, Director of Product Marketing, Acumatica

 

Become a Social Media Expert: How to Reach Your Audience Effectively in the Places They Hang Out Most

Most people use social media for personal use, but switching to executing a social strategy for your business is a whole different ballgame. Come to this session and learn from two leading experts in the industry speak about how to target your marketing personas on social, current and leading best practices, Acumatica’s social strategy, and social advertising. You’ll walk away prepared to take your company’s social strategy to the next level.

Zach Welch, VP of Client Services, BrandGlue
Michelle Heathers, VP of Community Management, BrandGlue

 

Digital Lead Generation: SEO Strategy & Conversion Rate Optimization

One of the key aspects to successful lead gen in the digital space is traffic and conversion rates. In this session, you’ll get an overview of best practices on how to get more quality inbound traffic from search engines as well as insights on how to increase conversion rates and turn your website into a lead machine!

We will share Tips and Tricks for building a great SEO Strategy & Execution Plan. And, no less important - how to execute against your strategy and the resources who can help you to achieve great results.

Sergey Ivanov, Digital Marketing and Web Lead, Acumatica

 

Full Funnel Marketing: An Interactive Hands-on Workshop

Modern marketing isn't about clicks, retweets and traffic.  Today's most successful marketers are accountable to the entire sales funnel, embrace revenue responsibility, and focus their efforts on strategies that directly drive sales & revenue results.  This interactive presentation and workshop will outline the key tenets of the Full Funnel Marketing approach - how it is structured, what it includes, how it integrates with sales, and how it can be operationalized in your organization.  You will walk away with a specific framework - including tools, templates and a working model for growth - that can jumpstart the success of your marketing in 2017 and beyond.

Matt Heinz, Founder and President, Heinz Marketing

 

Putting the Pieces Together

Now What?  Learn how to execute a marketing plan aligned to the customer journey based on the information covered during the Summit including a deep dive into how Acumatica will assist partners with marketing in 2017.

Michaela Terrenzio, Campaign and Operations Marketing Manager, Acumatica
Connie Turman, Partner Marketing and Programs Manager, Acumatica

 

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Product Track (Monday – Tuesday)

Acumatica Cloud ERP is vast product and always improving. Learning about the recent changes and the inner workings of functionality and the Acumatica platform, can help your organization to maximize the benefits gained from the solution.  Topics in the track will include, the Acumatica xRP development platform, implementation best practices, integration with other systems, analytics, tips and tricks, and a variety of Acumatica Mobile topics.  Take your understanding of Acumatica Cloud ERP to the next level by attending these sessions.

Product Sessions

Dashboard and Analytics

ERP Systems capture immense amounts of data that businesses process every day.  Acumatica Blogger and Implementation Consultant, Tim Rodman, will show you how to get insights into your business data by using tools like Acumatica Generic Inquiries, Acumatica Dashboards, Acumatica Pivot Tables, and Microsoft Power BI.

Tim Rodman, ERP Solutions Consultant Acumatica

 

Simple Ways to Customize Acumatica

You don’t have to be a hardcore developer or programmer to customize Acumatica. In this session, Philippe will show multiple ways consultants can customize the Acumatica user experience, and will explain how you can easily make changes to existing screens in Acumatica to include information you care about most. 

Philippe Bellefeuille, Lead Software Developer, Acumatica

 

Developing Acumatica Mobile Applications

In this session, you will see how easy it is us use the power of the Acumatica xRP platform to build a complete solution from scratch that can be used both inside Acumatica and as an available Applet on the Acumatica mobile player.  Best of all, content used in this session will be made available for YOU to demonstrate the power of the platform to your customers! 

Ruslan Devyatko, Technology Evangelist, Acumatica
Gabriel Michaud, Director Product Management, Acumatica  

 

Implementation Best Practices

Software implementations fail for variety of reasons - unrealistic expectations, poor requirements definition, inadequate resources, unrealistic budgets and schedules, poor project management, lack of project management methodology, and poor communication.

We will discuss Project Assurance methodologies and recommended tools based on the following best practices of identifying real issues, realistic time frames and managing expectations.

Todd Kuhns, Director, Support and Services, Acumatica

 

Web-services for the Multi-cloud World

See how you can use Acumatica’s REST web services to connect Acumatica and exchange information with a variety of other cloud-based applications.  In this session, we will walk through several examples including how to push orders into Acumatica from an e-commerce site, and how you can leverage the APIs to integrate ground-breaking technologies such as bots and Microsoft Flow.

Gabriel Michaud, Director Product Management, Acumatica  

 

EBizCharge: Automate Payment Acceptance within Acumatica

Collecting payments is a necessary part of doing business. Unfortunately, for many companies it remains a manual and error-prone process that actually accruies more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Acumatica.

Scott King, Executive Vice President, Century Business Solutions

 

Acumatica Tips and Tricks

Would you like to learn tips and tricks which will help you get the most out of Acumatica? Learn about navigations short cuts, undocumented features, fast and accurate data entry, insights into known issues and the use of top external tools. See who did what and when, and much more.

Nancy Carriere, Sr Pre-Sales Engineer, Acumatica

 

Solver Global: Enable World-class Decisions with BI360 Reporting and Budgeting for Acumatica

In this session we invite you to be among the first in the world to preview the exciting cloud-based version of BI360 to be released this Spring.  Learn how BI360 seamlessly integrated to Acumatica to provide decision-makers with best-in-class budgeting, forecasting, reporting and consolidations.

 

Troubleshooting Techniques

Troubleshooting ERP software is more than just performing an assessment.  It is implementing a realistic action plan and making it work for all stakeholders involved. Performance trouble-shooting can be an iterated process in some complex situations. The speed of trouble-shooting performance issues depends on your experience/knowledge of Acumatica architecture, application, database, network and application customizations. We will discuss best practices of gather information, verify performance issues and identifying a solution.

Anand Panchamia, Implementation Consultant, Acumatica

 

NonProfitPlus: Growing Opportunity in the Nonprofit Vertical

Statistics show that taking software solutions to market with a vertical focus pays off. Come learn why there is growing opportunity in taking the Acumatica/NonProfitPlus solution to the market. We will discuss lead generation, competitive analysis, and the success we're seeing in this sector.

 

Outlook Integration Techniques

Learn about Outlook integration strategies and how to implement them. See how to customize the Outlook integration screen to include information that is important to you.

Doug Johnson, Solution Consultant, Acumatica

 

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Sales Track (Monday – Tuesday)

Hear firsthand from our Partner Account Managers, Sales Engineers and Partners as they share amazing, ‘in the trenches’ experiences. Attend these sessions and uncover why we've won and lost past sales opportunities in a year where we are again on track to double our growth. In a year full of product launches, mergers and acquisitions, find out what that means for Acumatica and our partner eco-system.  Last but not the least, we will also feature key ISVs that have played pivotal roles in our growth. You don't want to miss this track!

Sales Sessions

Partner Workshop: Winning Sales Techniques

Presented by both Acumatica and a top-selling reseller, this session relies on audience participation to create an open discussion format to share ideas, tips and tricks for creating value in sales cycles that helps box out the competition and win more deals. 

Tom Costa, Senior Partner Enablement and Presales Specialist, Acumatica
Katie Martin, Partner Account Manager, Acumatica

 

In the Trenches

What did we learn with our partners while in the trenches? Why do we win or lose deals and what lessons did we learn?  Attend this session and learn from our Partner Account Managers as they share best practices for team work, competition analysis, data migration & conversion, presentation & demo delivery and more.

Dinesh Jain, Senior Partner Development Manager, Acumatica
Roman Ozerskiy, Partner Account Manager, Acumatica

 

Partner Spotlight

This session is an opportunity to hear from 20+ partners in 90 seconds or less who will share who they are, what solutions they provide, and what differentiates their application. Learn more and see how you can extend your Acumatica investment with these integrated partner solutions.

 

Winning with the ISVs

This session will highlight great wins in 2016 with some of our top ISV partners. Learn how the functionality provided by our most successful ISVs can help to close the gaps and bring more deals over the finish line. We will address important topics about how to work with ISVs such as: Solution Certification and why it's important, maintaining integration over releases, and dealing with more than one contract in a joint Acumatica/ISV sale.

Sean Chatterjee, Vice President, Partner Sales, Acumatica
Jessica Gadbois, Partner Enablement Manager, Acumatica

 

Acumatica 2017 Products and Pricing (Partners only)

In this session, you will learn about the new products that are introduced in 2017 and all the pricing changes that are going into effect April 1, 2017. This session will also include information about Acumatica's new product editions and modules. Important FAQs on policy changes and pricing will also be covered.

Sean Chatterjee, Vice President, Partner Sales, Acumatica
Ali Jani, Vice President, Product Management and Services, Acumatica

 

What's the Buzz? Delve Into the Latest Developments in our Competitive Landscape

With the acceleration of the economy, the ERP market is coming back quickly and cloud is being requested more and more by evaluators.  There has been a great deal of press about our competitors that adds confusion for the prospects that are evaluating products.  This interactive session will help "clear the clouds".

Sean Chatterjee, Vice President, Partner Sales, Acumatica
Ray Rebello, Director of Product Marketing, Acumatica

 

EBizCharge: Automate Payment Acceptance within Acumatica

Collecting payments is a necessary part of doing business. Unfortunately, for many companies it remains a manual and error-prone process that actually accruies more expenses and security threats. In this session, you will learn how to speed up the accounts receivable process, cut down on unnecessary costs associated with payment acceptance, and learn how to secure customer payment information within Acumatica.

Scott McEwing, Director of Regional Sales, Century Business Solutions

 

Get Ahead with Pro Services

In the face of rising competition for direct sellers (Netsuite, Intacct, etc), differentiating your services in the sales cycle has never been more important. Learn tips and tricks from Todd, Jason, and Partners who have successfully used their services to beat the competition.

Todd Kuhns, Director, Support and Services, Acumatica
Jason Steblay, Partner Account Manager, Acumatica

 

Solver Global: Enable World-class Decisions with BI360 Reporting and Budgeting for Acumatica

In this session we invite you to be among the first in the world to preview the exciting cloud-based version of BI360 to be released this Spring.  Learn how BI360 seamlessly integrated to Acumatica to provide decision-makers with best-in-class budgeting, forecasting, reporting and consolidations.

 

Winning with the Demo

The software demonstration is a critical component of ERP sales. Hear from Acumatica pre-sales personnel about best practices and how to include sizzle.

Nancy Carriere, Senior Pre-Sales Engineer, Acumatica
Tom Costa, Senior Partner Enablement Manager, Acumatica 

 

NonProfitPlus: Growing Opportunity in the Nonprofit Vertical

Statistics show that taking software solutions to market with a vertical focus pays of. Come learn why there is growing opportunity in taking the Acumatica/NonProfitPlus solution to the market. We will discuss lead generation, competitive analysis, and the success we're seeing in this sector.

 

 

 

Training Course

Please find advance preparation instructions here.

Acumatica Framework Fundamentals (Partners and Customers)

What’s Covered:

This course demonstrates the key components of Acumatica Framework and how to leverage the solution to perform typical tasks of application development. You’ll walk through the event model and explore the programming concepts and design principles of Acumatica Framework-based applications.

Completion of the course grants you access to the T200 Acumatica Framework Fundamentals Online Certification Exam—a component of the Application Developer Badge.*

Who Should Attend:

  • Application developers who build business applications based on Acumatica Framework.

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

* Please Note: Examination time is not included in training session time.

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CRM (CPE Credit) (Partners and Customers)

What’s Covered:

From this course, you will learn how to use Acumatica ERP for the basic business processes in the Customer Management module. It will walk you through the fundamentals of how to work with leads, contacts, business accounts, activities, and opportunities.

In the course, a lot of attention is paid to the information analyzed through dashboards and generic inquiries. You will see how different groups of users, such as marketing personnel, salespersons, and support specialists, can use the CRM functionality in Acumatica ERP.

Completion of the course grants you access to the C100 Customer Management Online Certification Exam—component of the Advanced Business Consultant Badge.

To maximize the value you receive from your training, we are introducing some bonus material including:

  • Detecting duplicates
  • Using Outlook plug-in
  • Configuring Customer Portals
  • SurveyMonkey and HubSpot Integrations
  • Support Case Study
  • Using Power BI
  • Utilizing the Acumatica Report Designer Tool
We will continue your expert instruction and training content with Power BI and Report Designer by joining the trainees of another course during Friday's session.

Who Should Attend:

  • Business consultants who plan to implement Acumatica for CRM processes for their customers.
  • Customers who plan to implement Acumatica for CRM processes.

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

* Please Note: Examination time is not included in training session time.

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Customization Platform (Partners and Customers)

What’s Covered:

This course introduces you to Acumatica Customization Platform and customization tools. During the course, you’ll follow the steps to develop a sample customization project—starting from business requirements and finishing with the deployment of customization to the target system. During implementation, you’ll discuss the customization design principles and technical approaches. And in the end, you’ll learn how to:

  • Develop, debug, test, and deploy customizations
  • Build custom screens and extension libraries
  • Work with customization code in Visual Studio.

Completion of the course grants you access to the T300 Acumatica Customization Platform Online Certification Exam—component of the Application Developer Badge.*

Who Should Attend:

  • Application developers who build customizations for Acumatica.

Knowledge Level

Intermediate: A course requires at least one year experience with Acumatica and completion of a prerequisite online course

* Please Note: Examination time is not included in training session time.

Prerequisite Online Courses: T100 Introduction to Acumatica Framework

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Distribution Basics (CPE Credit) (Partners and Customers)

What’s Covered:

This course provides the basics of how to process inventory transactions. In the first phase, you will explore the Inventory module and its integration with General Ledger. Specifically, you will learn how to:

  • Configure the inventory account, posting classes, item classes, and units of measure for inventory items in the system
  • Review the cost of inventory and to analyze item availability in inventory
  • Utilize the physical inventory process in the system
  • Leverage typical procedures performed during the closure of a financial period in the module.

In the second phase, you’ll explore the basics of purchase order processing, including how to configure the Purchase Order module, process purchase orders of Normal type, process partial purchase receipts, purchase returns, and purchase orders that include non-stock items. You will also discover how to review the purchasing documents and verify the transactions that occur during purchase order processing.

In the final phase of the course, you’ll explore sales order processing. You will uncover the steps to configuring the Sales Orders module and process sales orders of the predefined SO type. Then, you’ll learn how to process shipments, Return Merchandise Authorization (RMA) returns from a customer, and sales orders that include non-stock items. Finally, you’ll find out how to review the sales documents and verify the transactions that occur during sales order processing. Completion of the course grants you access to the D100 Distribution Basic Online Certification Exam—a component of the Advanced Business Consultant Badge.*

Who Should Attend:

  • Business consultants who work with new customers to implement the Inventory, Purchase Orders, and Sales Orders modules included in the Distribution suite of Acumatica.
  • Customers who use or plan to implement the Inventory, Purchase Orders, and Sales Orders modules included in the Distribution suite of Acumatica.

Knowledge Level

Beginner and Intermediate: Does not require any experience with Acumatica, but can be interesting to those without experience with a particular functional area.

* Please Note: Examination time is not included in training session time.

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Distribution Intermediate (CPE Credit) (Partners and Customers)

What’s Covered:

This training course takes the next step after the D100 Distribution: Basic course. You will learn advanced configuration and use of the distribution modules of Acumatica ERP, including how to:

  • Configure multiple warehouses and warehouse locations for use in the distribution modules
  • Use valuation methods: standard cost, FIFO, and specific identification
  • Compose inventory kits and further process them in the system
  • Allocate stock items for sales orders
  • Process transfers, drop-ships and purchase to orders

Also, you will explore inventory replenishment methods and processes. Completion of the course grants you access to the D200 Distribution Intermediate Online Certification Exam—a component of the Advanced Business Consultant Badge.*

Who Should Attend:

  • Business consultants who work with new customers to implement the Inventory, Purchase Orders, and Sales Orders modules included in the Distribution suite of Acumatica.
  • Customers who use or plan to implement the Inventory, Purchase Orders, and Sales Orders modules included in the Distribution suite of Acumatica.

Knowledge Level

Intermediate: A course requires at least one year experience with Acumatica and completion of a prerequisite online course.

* Please Note: Examination time is not included in training session time.

Prerequisite Online Courses: D100 Distribution: Basic

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Commerce/Magento Sales and Integration Training (Partners)

What’s Covered:

This training program has two sections. 

The first section (Day 1) describes how to position and sell Acumatica Commerce Edition.  The materials are designed for sales people who want to learn the ecommerce marketplace, understand the needs of ecommerce prospects, and prepare for questions that may arise during the sales process.  This section will prepare participants to pass a certification exam for the Commerce Edition Sales/Pre-Sales Certification course. 

The second section (Day 2 and Day 3) describes how to implement and support an Acumatica Commerce Edition deployment.  The materials are designed for consultants who need to learn the specifics of installing and configuring Acumatica, Magento, Kensium's Magento Connector for Acumatica, Kensium's Product Configurator, and Avalara. This class also covers configuring Kensium's Shopify and BigCommerce connectors to Acumatica.  This section will prepare participants to pass a certification exam for the Ecommerce Edition Implementation course. 

Who Should Attend:

  • Sales people and business consultants who plan to sell Acumatica to the Commerce/Distribution Vertical
  • Implementation engineers with experience in distribution and who plan to implement Acumatica for customers in the Ecommerce space

Knowledge Level

Intermediate: A course requires at least one year experience with Acumatica, particularly with implementing the Distribution Suite.

Prerequisite

Participants should have Acumatica Sales Consultant Badge and/or Pre-Sales Engineer Badge. 

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Financial Reports, Data Query, and Data Analysis for End-Users (CPE Credits) (Partners and Customers)

What’s Covered:

This course is designed for an end-user who wants to understand how to get data out of Acumatica. In the first phase, you’ll learn how to create and modify analytical reports (ARM), which are used to retrieve data posted to particular general ledger accounts and subaccounts. Then you will learn how to query data from anywhere in Acumatica using generic inquiry and build a sample inquiry.

In phase two, you’ll build reusable filters, entry points and dashboards on top of generic inquiries. Also, you will receive an overview of new Generic Inquiry features available in Acumatica 6, like new dashboard widgets including Power BI Tiles, Acumatica Pivot Tables, and custom drill-down. Then you will use Microsoft Excel to build a one-click refreshable report using Generic Inquiry data that has been securely exposed via OData. In the final phase, you’ll use Power BI to do advanced analysis and data visualization. Then you’ll utilize the Acumatica Report Designer tool and learn how to modify existing printed forms and reports.

Who Should Attend:

  • Acumatica users and consultants who want to learn how to create financial reports and query data in Acumatica.

Knowledge Level

Beginner: Does not require any experience with Acumatica

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Financials Advanced: Taxes and Multi-Currency Accounting (CPE Credit) (Partners and Customers)

What’s Covered:

This training course takes the next steps after the F100 Financials: Basic and F200 Financials: Intermediate courses. You will learn advanced configuration and use of the financial modules of Acumatica ERP, including the following:

  • Configuring and using the Taxes module for maintaining value-added taxes (VATs), sales and use taxes, and withholding taxes. You will also learn how to integrate Acumatica ERP with Avalara AvaTax.
  • Setting up and using the Currency Management for managing multiple accounting currencies and performing operations with them.

Completion of the course grants you access to the F330 Sales Taxes, F335 Value-Added Taxes, and F340 Multi-Currency Accounting Online Certification Exams—components of the Advanced Business Consultant Badge.

Who Should Attend:

  • Business consultants who implement tax management and operations in foreign currencies for Acumatica customers.
  • Customers who use or plan to implement tax management and operations in foreign currencies.

Knowledge Level

Intermediate: A course requires at least one year experience with Acumatica and completion of a prerequisite online course.

* Please Note: Examination time is not included in training session time.

Prerequisite Online Courses: F100 Financials: Basic

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Financial Intermediate and ARM Reports (CPE Credit) (Partners and Customers)

What’s Covered:

This training course takes the next step after the F100 Financials: Basic course. You will learn advanced configuration and use of the financial modules of Acumatica ERP and data migration, including how to:

  • Configure branches and subaccounts for use in the financial modules
  • Import data into the system (i.e., importing trial balances, vendor and customer accounts, and open documents)
  • Prepare budgets, perform bank reconciliation, maintain vendors and customers price lists, and configure and process automatic credit card payments.
  • Design and prepare financial reports (ARM)

Completion of the course grants you access to the F200 Financials Intermediate Online Certification Exam—a component of the Business Consultant Badge.*

Who Should Attend:

  • Business consultants who implement the main financial modules of Acumatica.
  • Customers who use or plan to implement the main financial modules of Acumatica.

Knowledge Level

Intermediate: A course requires at least one year experience with Acumatica and completion of a prerequisite online course.

* Please Note: Examination time is not included in training session time.

Prerequisite Online Courses: F100 Financials: Basic

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JAAS Advanced Manufacturing Software (JAMS) for Acumatica (Partners and Customers)

What’s Covered:

The JAMS for Acumatica course will be three days of training, providing hands-on experience. This training course will entail an overview of the manufacturing market and a product overview of the JAMS for Acumatica Manufacturing Suite. Basic software installation, integration with Acumatica Cloud ERP, and the setup and configuration of the JAMS for Acumatica Suite will be discussed.

Attendees will receive in-depth training on the Manufacturing Suite and will also gain knowledge into more detailed system management including, but not limited to, installation of software updates/upgrades and troubleshooting and the more advanced features of the JAMS for Acumatica Suite.

Upon completion of this course you will be granted access to the M100 JAMS for Acumatica Basic and M200 JAMS for Acumatica Advanced Online Exams, which is a component of the Advanced Business Consultant Badge.

Who Should Attend:

  • Business consultants who have an interest in the manufacturing sector and desire to sell and implement this specific vertical solution.
  • Customers who plan to implement Acumatica for managing manufacturing.

Knowledge Level:

Intermediate: A course requires familiarity with the Acumatica interface and basic system operation and general understanding of the Acumatica Distribution Suite.

Prerequisite:

You must be an Acumatica VAR with an executed JAMS for Acumatica VAR License Agreement (can be executed on the first day of training) to attend this training class.

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Pre-Sales Training and Workshop (CPE Credit) (Partners)

What’s Covered:

In this course, you’ll explore best practices for demo site preparation and discuss past successes and failures. Through hands-on preparation of short demonstration scenarios, instructors will describe the scenario, suggest a course of action, and show a solution, in some cases. Participants will then recreate and test the solution on their own demo site.

Who Should Attend:

  • Consultants who want to learn how to successfully demonstrate Acumatica Cloud ERP software.

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

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Project Accounting (CPE Credit) (Partners and Customers)

What’s Covered:

This course will equip you to maintain employees and record employee-related transactions in the system. You will learn the capabilities and features of employee-management functionality, the creation and maintenance of employee records, and how the options selected affect the other areas of the Acumatica system. You’ll also gain the necessary skills to manage the project accounting features and define allocation and billing rules. And finally, you’ll discover how to implement a functional design and deploy the Project Accounting functionalities of the Project module.

Completion of the course grants you access to the P130 Employee Management and P200 Project Accounting Online Certification Exams—components of the Advanced Business Consultant Badge.*

Who Should Attend:

  • Business consultants with experience working with main financial modules and who plan to implement Acumatica for project accounting processes for their customers.
  • Customers with experience working with main financial modules and who plan to implement Acumatica for project accounting processes.

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

* Please Note: Examination time is not included in training session time.

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Sales Methodology (Partners)

What's Covered:

In this session, you’ll explore our Sales Onboarding content, as well as best practices and sales methodology for selling more Acumatica deals.

The goal of this class is to gain the skills needed to earn your sales badge. The sales badge is required for partners to achieve Silver and Gold certification status.

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

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System Administration (CPE Credit) (Partners and Customers)

What’s Covered:

This course will walk you through installation and maintenance of the Acumatica application. You will learn how to install and maintain the Acumatica application by applying updates, updating reports, managing user security, and customizing the look and feel of the application. You’ll also gain necessary skills to manage features, wikis, and various file attachments and to configure storage settings. And finally, you will discover how to monitor performance, troubleshoot, and manage customizations.

Completion of the course grants you access to the S100 Installation Management, S120 Configuration Settings, S125 Document Management, and S300 System Management Online Certification Exams—components of the System Administrator Badge.

Who Should Attend:

  • Business consultants who implement Acumatica for new customers.
  • Customers who plan to implement Acumatica.

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

* Please Note: Examination time is not included in training session time.

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Service Management in Acumatica (CPE Credits) (Partners and Customers)

What’s Covered:

This course introduces you to the three modules in the Services Suite:

The first is the Service Management module, in which you will learn to create Service Orders, schedule Appointments, use the Calendar boards, integrate with Sales Order, Accounts Receivable, CRM, Time & Expenses, and in general take full advantage of all the options the Service Management offers.  

In the Equipment Management module, you will learn to create Model Equipment, create Target Equipment from Sales, and to configure Contracts and Schedules.

Finally, in the Routes Management module, you will learn how to create and configure recurring Routes through Route Contracts and Route Schedules, as well as all the options a Route offers like create, move or delete Route Appointments or see the Routes on the Routes on Map screen.

Who Should Attend:

  • Business consultants who work with new customers to implement the Service Management, Equipment Management, or Routes Management modules, included in the Services suite of Acumatica.
  • Customers who plan to implement Acumatica for service management.

Knowledge Level

Beginner and Intermediate: Does not require any experience with Acumatica, but can be interesting to those without experience with a particular functional area.

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Web Services and Overview of Mobile Framework (Partners and Customers)

What’s Covered:

The course introduces you to contract-based and screen-based web services available in Acumatica for integration with external systems. During the course, you’ll follow steps to implement different web integration scenarios by using web services API of Acumatica in the following areas:

  • Inventory data retrieval
  • Integrated customer management
  • Integrated sales order processing
  • Integrated inventory management

Completion of the course grants you access to the I200 Screen-Based Web Services and I210 Contract-Based Web Services Online Certification Exams—components of the Integration Developer Badge.*

Who Should Attend:

  • Application developers who want to integrate their applications with Acumatica

Knowledge Level

Beginner and Intermediate: A course does not require any experience with Acumatica, but can be interesting to those who has no experience with a particular functional area.

* Please Note: Examination time is not included in training session time.

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Writing Reports and Integration Scenarios (CPE Credits) (Partners and Customers)

What’s Covered:

This course provides an overview of generic inquiries that provide the easiest way to query data from the system. In the first phase, you’ll receive a comprehensive overview of generic inquiries that provide the easiest way to query data from the system. Then, you’ll learn advance configuration and usage of generic inquiries, including the following:

  • Use of a generic inquiry for filters, dashboards, pivot tables, and Power BI
  • Configuration of an inquiry as an entry point to an Acumatica screen
  • Configuration of the access to the queried data via OData in Excel

In phase two, you’ll utilize the Acumatica Report Designer tool to create reports from scratch, configure sub reports, insert images, use alternative colors, and present the reports in tabular format.

In the final phase of the course, you’ll walk through integration scenarios that you can use to import or export data between Acumatica and an external resource (i.e. an Excel file).

Completion of the course grants you access to the S130 Inquiry, Report Writing, Dashboards and I100 Integration Scenarios Online Certification Exam—components of the Technical Specialist Badge.

Who Should Attend:

  • Acumatica users and consultants who want to learn how to write reports and transfer data in and out of Acumatica.

Knowledge Level

Intermediate: A course requires at least one year experience with Acumatica.

* Please Note: Examination time is not included in training session time.