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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.

[VE] Acumatica Manufacturing Edition–Advanced Functionality and Modules (powered by JAAS Systems) Special Summit 2019 Session Only Partners And Customers 2.5 days

What’s Covered: This Acumatica Manufacturing Edition, powered by JAAS Systems, course will introduce the newest additions to the Acumatica Manufacturing Suite: Project Integration, Advanced Planning & Scheduling, and Engineering Change Control, and will be of interest to those partners that have already received credit for both M200 & M210.

It will also provide an overview of the manufacturing markets where the product and additional modules fit best, review the functionality of the Manufacturing Edition, and provide hands-on exercises. In the future this session will integrate into the M200 and M210 courses.

Partner Certification Program: Upon completion of the course, you will have access to the exam that will be the final component of the Manufacturing Business Consultant Badge.*

Who Should Attend: Partners with an interest to sell and implement the entire Acumatica Manufacturing Edition

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

  • Wed, Jan 30, 2019 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2019 8:30 AM – 05:45 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:00 PM

Prerequisites

  • The Acumatica Distribution Business Consultant badge**
  • Successful completion of M200 – Acumatica Manufacturing Edition – Base Modules, and M210 – Acumatica Manufacturing Edition – Additional Modules***

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

** You can complete the courses at Partner University or Acumatica Open University

Web Services and Mobile Framework Partners And Customers 2.5 days

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

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM

VE: Construction Edition Partners And Customers 2.5 days

What’s Covered: You will learn configuration and use of the Construction functionality, including how to:

  • Set up Acumatica ERP for Construction
  • Track costs by labor, subcontract, materials and other categories on profit and loss statement
  • Configure and process retainage in a project
  • Work with change orders
  • Learn about managing compliance
  • Review available Cosntruction reports

Also, you will explore usage of equipment and services.

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM PDT

Financials: Basic Partners And Customers 0.5 days

What’s Covered: This training course will introduce you to basic operations with General Ledger batches.

You will go through the basic Accounts Payable workflow, including the creation and release of bills and payments, and the reversing of bills and voiding of payments. While going through the Accounts Receivable workflow, you will practice the following: creating, releasing, and printing invoices; entering and releasing payments; and applying payments to invoices. At the end of the session, you will learn how to close a financial year.

Dates and Times:

  • Wed., Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu., Jan. 31, 2019: 1:45 PM–6:00 PM

Financials: Intermediate Partners And Customers 0.5 days

What’s Covered:This training course will demonstrate how the sales prices work in the system depending on their settings.

You will learn how to create sales price worksheets and define them for specific customers. You will also learn how to configure different types of discounts in the system and how to work with them.

Dates and Times:

  • Wed., Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu., Jan. 31, 2019: 8:30 AM–12:45 PM
  • Fri., Feb. 1, 2019: 8:30 AM–12:45 PM

Project Accounting: Basic Partners And Customers 0.5 days

What’s Covered: This training course will teach you how to create a project with progress billing and a project with a cost budget, and how to bill these projects.

In this training, you will also learn about the functionality of pro forma invoices.

Dates and Times:

  • Wed., Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu., Jan. 31, 2019: 8:30 AM–12:45 PM

Project Accounting: Intermediate Partners And Customers 0.5 days

What’s Covered: This course will teach you how to control changes to a project’s budgeted and committed values and how to control the profitability of every change initiated by a customer.

You will learn how to view and edit project quotes. In this training, you will also learn about the functionality of time cards and cost rates.

Dates and Times:

  • Wed., Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu., Jan. 31, 2019: 1:45 PM–6:00 PM
  • Fri., Feb. 1, 2019: 8:30 AM–12:45 PM

Order Management: Basic Partners And Customers 0.5 days

What’s Covered: This training course will introduce you to standard processes related to sales and purchases. You will learn how to process direct invoice, a credit card payment, returns from customers, and drop-ship orders.

You will also learn how to convert purchase orders to sales orders, how to link a bill to a sales order, how to issue a return to a vendor, and how to work with carriers. 

Dates and Times:

  • Wed, Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu, Jan. 31, 2019: 1:45 PM–6:00 PM
  • Fri., Feb. 1, 2019: 8:30 AM–12:45 PM

Inventory Replenishment Partners And Customers 0.5 days

What’s Covered: In this course, you will review the replenishment methods and their parameters. Based on demand forecasting, you will use specific replenishment parameters for replenishment.

Dates and Times:

  • Wed, Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu, Jan. 31, 2019: 8:30 AM–12:45 PM

CRM: Marketing Partners And Customers 0.5 days

What’s Covered: In this course, you will learn how to use Acumatica ERP to complete the tasks that are generally performed by marketing personnel. This course will include working with leads and contacts, emails, events, tasks, and activities.

You will learn how to create marketing lists and prepare marketing campaigns. You will review marketing data (that is, reports and dashboards).

Dates and Times:

  • Wed, Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu, Jan. 31, 2019: 1:45 PM–6:00 PM

CRM: Sales Partners And Customers 0.5 days

What’s Covered: In this course, you will learn which tools of Acumatica ERP you can use to perform the tasks involved in lead qualification. During the training, you will learn how to work with opportunities and how to review sales reports and dashboards.

Dates and Times:

  • Wed, Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu, Jan. 31, 2019: 8:30 AM–12:45 PM

ARM Basics Partners And Customers 0.5 days

What’s Covered: In this course, you will learn how to copy an existing report and then modify it.

By using unit sets, you will learn how to filter the data in reports and how to use overlapping data sources.

Date and Time:

  • Fri, Feb. 1, 2019: 8:30 AM–12:45 PM

Generic Inquiries: Basic Partners And Customers 0.5 days

What’s Covered: This training course will introduce you to data access classes. You will learn how to create a simple generic inquiry and use it as a list of entry points for dashboards and pivot tables.

Dates and Times:

  • Wed, Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu, Jan. 31, 2019: 1:45 PM–6:00 PM

Generic Inquiries: Intermediate Partners And Customers 0.5 days

What’s Covered: This training course will give you information about data access classes. You will learn how to create an advanced generic inquiry and use it as a list of entry points for dashboards and pivot tables.

During the training, you will learn how to set up integration with Power BI.

Dates and Times:

  • Wed, Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu, Jan. 31, 2019: 8:30 AM–12:45 PM
  • Fri, Feb. 1, 2019: 8:30 AM–12:45 PM

Field Services: Basic Partners And Customers 0.5 days

What’s Covered: In this training, you will learn the basics of using the Service Management module for service orders in Acumatica ERP.

You will manage service orders and appointments, from creation to closing, deliver services billed by time, and sell inventory items to customers. You will also configure integration between the Service Management module and other modules of Acumatica ERP.

Dates and Times:

  • Wed, Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu, Jan. 31, 2019: 8:30 AM–12:45 PM

Field Services: Intermediate Partners And Customers 0.5 days

What’s Covered: This training course will walk you through the basics of the Equipment Management and Route Management modules of Acumatica ERP.

You will learn how to create model equipment and target equipment and process these types of equipment. You will also learn how to create a service order type with the Route behavior and how to maintain it. 

Dates and Times:

  • Wed, Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu, Jan. 31, 2019: 1:45 PM–6:00 PM
  • Fri, Feb. 1, 2019: 8:30 AM–12:45 PM

System Administration: Basic Partners And Customers 0.5 days

What’s Covered: In this course, you will learn how to create snapshots, perform some maintenance tasks, and upgrade the instance to a higher version. You will also learn how to configure time-outs, to view the limits for system resources specified in your Acumatica ERP license, and to monitor statistics about system resource utilization.

You will review the user settings and roles that can be applied to users. You will get information about the security options and field-level auditing feature available in Acumatica ERP. 

Dates and Times:

  • Wed, Jan. 30, 2019: 8:30 AM–12:45 PM
  • Thu, Jan. 31, 2019: 1:45 PM–6:00 PM

System Administration: Intermediate Partners And Customers 0.5 days

What’s Covered: In this course, you will learn how to deploy and maintain Acumatica Self-Service Portal. You will learn how to manage encryption certificates and how to encrypt the database of your Acumatica ERP instance.

You will observe how to use restriction groups to configure the security of information within the system. At the end of the session, you will learn how to monitor the performance of your Acumatica ERP instance and how to use the embedded tools to troubleshoot performance-related issues in the system. 

Dates and Times:

  • Wed, Jan. 30, 2019: 1:45 PM–6:00 PM
  • Thu, Jan. 31, 2019: 8:30 AM–12:45 PM
  • Fri, Feb. 1, 2019: 8:30 AM–12:45 PM

Sales Methodology (CPE) Partners 2.5 days

What’s Covered: In this session, you’ll explore best practices and sales methodology for selling more Acumatica deals, as well as our sales on-boarding content. The goal of this class is to equip students with the knowledge required to position and sell Acumatica in today’s competitive landscape.

The class involves real life examples, hands-on exercises, student presentations, and deep collaboration among the participants.
The class is required for partners to achieve Silver and Gold certification status.

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM

Pre-Sales Training and Workshop (CPE) Partners 2.5 days

What’s Covered: In this course, you’ll explore best practices for demo site preparation and discuss real life examples of past successes and failures with Acumatica presales engineers.

Through hands-on learning of demo skills and crimes, instructors will teach best practices for demonstrations as well as habits that should be avoided during a live demo. Instructors will also take attendees through the basic functionality required for an overview demo of Acumatica (navigation, dashboards, order to invoice, reporting). Participants will then recreate their own 25-30-minute demos using the correct click-throughs and talking points in order to pass the class. Please note: this class is not intended to provide deep Product Training, but rather is focused on teaching the skills required to successfully conduct a demonstration of Acumatica.

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM

VE: Commerce/Magento Sales and Integration Training Partners 2.5 days

What’s Covered: This training program describes how to position and sell Acumatica Ecommerce 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. These sessions will prepare participants to pass a certification exam for the Commerce Sales Techniques course.

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM

Executive Onboarding Partners 2.5 days

What’s Covered: This training program was created in response to a simple reality: The way prospects and customers purchase has changed dramatically, but the way we sell hasn’t changed at all.

This workshop will help Acumatica partners efficiently and profitably transition from their current 1980’s business model into a modern VAR, focused on a set of best practices and strategies designed to help them dominate in their marketplace.
A twenty-first-century partner should use twenty-first-century techniques. This seminar provides them. It’s not about deferred revenue or deployment methodology. It’s all about creating a winning culture, deploying appropriate strategies, and achieving thought leadership.

Participants will come away with a set of next steps, initiatives, and programs they can implement immediately upon their return from training. They’ll also gain a perspective and understanding that’s truly appropriate to the partnership model expected by their prospects, customers, and partner communities.

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM

Practice Owner Forum – Summit Workshop Partners 2.5 days

What’s Covered: This is a workshop that will occur twice a year (face-to-face) with one of the meetings occurring at Summit each year.

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

  • Wed, Jan 31, 2018 8:30 AM – 05:45 PM
  • Thu, Feb 01, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM

Marketing Specialist Certification Partners 2.5 days

What’s Covered: This is a workshop that will cover Acumatica marketing engines from Campaigns, Events, Digital, Customer highlights, PR/AR, and Partner Enablement.

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

  • Wed, Jan 30, 2018 8:30 AM – 05:45 PM
  • Thu, Jan 31, 2018 8:30 AM – 05:45 PM
  • Fri, Feb 02, 2018 8:30 AM – 12:00 PM