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Acumatica Summit 2019 | Training

Accelerate Your Business, Meet with Your Peers & Learn How We Support You

Trainings (Wednesday – Friday)

Acumatica training sessions will take place Wednesday, January 30th – Friday, February 1st, 2019. Please continue reading to learn more about the available options, course descriptions, and prerequisites.

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Douglas Johnson, Director of Partner Enablement at Acumatica
  • Maja Milenkovska, ERP Support Consultant at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Nancy Carrier, Partner Enablement Manager at Acumatica
  • Jessica Gadbois, Partner Enablement Manager at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

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).

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Nancy Carrier, Partner Enablement Manager at Acumatica
  • Jessica Gadbois, Partner Enablement Manager at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

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.

Partner Certification Program: These sessions are components of the Practice Owner Badge.

Who Should Attend:  Practice owners, Executives.

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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites None

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Anacarina Calvo, Product Manager of Field Service Management at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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.

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Anacarina Calvo, Product Manager of Field Service Management at Acumatica

Prerequisites: This course requires at least one year of experience with Acumatica.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

Financials: Basic Partners And Customers 0.5 days

What’s Covered:  This training course will introduce you to basic operations with General Ledger batches, to the Accounts Payable and Accounts Receivable processes, and to the functionality of closing financial periods in the General Ledger and other modules.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Anand Panchamia, Support Manager at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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.

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Anand Panchamia, Support Manager at Acumatica

Prerequisites: This course requires at least one year of experience with Acumatica.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Douglas Johnson, Director of Partner Enablement at Acumatica
  • Maja Milenkovska, ERP Support Consultant at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Douglas Johnson, Director of Partner Enablement at Acumatica
  • Maja Milenkovska, ERP Support Consultant at Acumatica

Prerequisites: This course requires at least one year of experience with Acumatica.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

Inventory: Intermediate Partners And Customers 0.5 days

What’s Covered:  This training course will introduce you with advanced processes related to inventory, such as replenishment and purchase requisitions. You will learn how to configure replenishment for inventory items, perform replenishment by purchase and transaction. Based on demand forecasting, you will use specific replenishment parameters for replenishment. You will learn how to perform internal and external purchase requisitions.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Luis Pingarron, ERP Solutions Consultant at Acumatica

Prerequisites: This course requires at least one year of experience with Acumatica.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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.

Order Management: Basic Partners And Customers 0.5 days

What’s Covered: This training course will introduce you to processes related to sales and purchases. You will learn how to perform various tasks, including how to:

  • Enter and process sales and purchase orders to completion
  • Process a sale with shipping by local or international carriers
  • Prepare and apply a credit card payment to a sales order
  • Process a sale of items out of stock by drop-shipping them, or by preparing the purchase on demand
  • Process direct sales and returns via integration with a point-of-sale system
  • Process customer and vendor returns
    • Link accounts payable bills to related purchase documents
    • Process sales orders in one click

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Luis Pingarron, ERP Solutions Consultant at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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.

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. You will learn how to track time and activities on projects. You will also review project reports.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Ekaterina Stepalina, Product Manager (Distribution & Project Accounting) at Acumatica
  • Eric Moreau, Partner Enablement and Presales Specialist at Acumatica

Prerequisites: Review the R155 – An Introduction to the User Interface of Acumatica ERP 2017 R2 video to be acquainted with Acumatica ERP user interface.

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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.

Project Accounting: Intermediate Partners And Customers 0.5 days

What’s Covered:  This training course will teach you how to create project templates and configure billing rules. You will learn how time activities and time cards are integrated with projects. You will also learn 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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor:

  • Ekaterina Stepalina, Product Manager (Distribution & Project Accounting) at Acumatica
  • Eric Moreau, Partner Enablement and Presales Specialist at Acumatica

Prerequisites: This course requires at least one year of experience with Acumatica.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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.

Practice Owner Forum – Summit Workshop Partners 2 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.

Who Should Attend:  Practice owners, Executives.

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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites E105 Executive Onboarding class

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.

Partner Certification Program: These sessions are based on the materials of the R100 Demo and Discovery Skills, R150 An Introduction to Acumatica, and R250 Pre-Sales Engineer Demo Skills courses, which are available at the Partner University. Upon completion of the course, you can pass the R100 Demo and Discovery Skills, R150 An Introduction to Acumatica, and R250 Pre-Sales Engineer Demo Skills online certification exams — components of the Pre-Sales Engineer Badge.*

Who Should Attend:  Consultants who want to learn how to successfully demonstrate Acumatica Cloud ERP software

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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites None

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

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Communications and Marketing

Maximum number of CPE credits that may be earned by the participant: 20

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 with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request totraining@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.

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.

Partner Certification Program: These sessions are based on the materials of the E100 Partner Onboarding and E200 Presenting Acumatica – Sales Presentation courses, which are available at the Partner University. Upon completion of the course, you can pass the E100 Partner Onboarding and E200 Presenting Acumatica – Sales Presentation online certification exams — components of the Sales Consultant Badge.*

Who Should Attend:  Anyone who sells Acumatica Cloud ERP whom has not attended this class in person.**

**Don’t miss this in-person class just because you completed the online version on your own. The in-person version value is the added collaboration, team exercises, and practice presentations, Q&As, and instructor lead learning. You will not regret attending it.

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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites  Prior review of the sales on-boarding content will be highly beneficial, but not mandatory.

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

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Communications and Marketing

Maximum number of CPE credits that may be earned by the participant: 20

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 with the instructor in a class. To get the certificate with confirmed CPE credits, after the session is complete, please send a request totraining@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.

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.

Who Should Attend:

  • Acumatica customers
  • Business and sales consultants of Acumatica partners

Instructor: Nayan Mansinha, Senior Developer at Acumatica

Prerequisites: None

Continuing Professional Education

Program knowledge level: Basic

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

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.

Who Should Attend:

Acumatica customers

Business and sales consultants of Acumatica partners

Instructor: Nayan Mansinha, Senior Developer at Acumatica

Prerequisites: This course requires at least one year of experience with Acumatica.

Continuing Professional Education

Program knowledge level: Intermediate

Delivery method: Group Live program*

NASBA field of study: Computer Software & Applications

Maximum number of CPE credits that may be earned by the participant: 4

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 with the instructor in a class. 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

Web Services and Mobile Framework Partners And Customers 2.5 days

What’s Covered: The course introduces you to SOAP and REST web services APIs and OData interface available in Acumatica ERP for integration with external systems. During the course, you’ll follow steps to implement different integration scenarios and learn which integration options suit better for each of these scenarios.The course also shows the scenarios of customization of Acumatica mobile application, including customization of the main menu of the application and application pages.

Partner Certification Program: These sessions are based on the materials of the I200 Screen-Based Web Services and I210 Contract-Based Web Services courses, which are available at the Partner University. Upon completion of the course, you can pass 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

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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites • None.

* Please Note: Examination time is not included in training session time. You can complete the course at Partner University or Acumatica Open University.

VE: Acumatica Manufacturing Edition–Advanced Functionality and Modules (powered by JAAS Systems) Partners And Customers 2.5 days

Special Summit 2019 Session Only

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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 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

VE: Acumatica Commerce Edition (ACE) Implementation Training Partners 2.5 days

What’s Covered: This training program provides Acumatica partners with an opportunity to expand their toolkit to prospective clients in the high growth eCommerce industry.  The materials are designed for pre-sales engineers and implementation consultants who wish to learn about recent enhancements to the ACE product offering, and learn how to install, configure, and implement the various components of Commerce Edition.  We’ll dive into the setup of the Product Configurator and connectors to leading platforms, along with the various eCommerce workflows that are essential to the setup.  We will also cover the strategy and process for a successful Acumatica implementation with eCommerce.

  • ACE version 2 solution offering
  • Product Configurator overview and configuration steps – New Enhancements in V2
  • Overview of the various connectors and their features
  • Configuring and setting up Acumatica with Magento, Shopify, and BigCommerce
  • ACE implementation process and project management

Partner Certification Program: Upon completion of the course, participants will earn the Commerce Pre-Sales Engineer (R310) and Commerce Business Consultant (V200) certifications.

Who Should Attend: Pre-Sales Engineers and Implementation Consultants with experience in Distribution who want to learn about Acumatica Commerce Edition, and plan to implement Acumatica for customers in the eCommerce space.

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

  • Wed, Jan 30, 2019 8:30 AM – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites:   

  • Commerce Sales Consultant Badge (E310)
  • Distribution Business Consultant (D100 or higher) OR Pre-Sales Engineer (R150 or higher)

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

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.

Partner Certification Program: These sessions are components of the Construction Business Consultant Badge.

Who Should Attend:

  • Business consultants who work with new customers to implement the Construction Edition
  • Customers who use or plan to implement the Construction 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 – 06:00 PM
  • Thu, Jan 31, 2019 8:30 AM – 06:00 PM
  • Fri, Feb 01, 2019 8:30 AM – 12:45 PM

Prerequisites Online course: P100 Project Accounting: Basic**

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

** You can complete the course at Partner University or Acumatica Open University.