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Acumatica 2021R1 Features

Summary

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The Acumatica 2021R1 features have now put this cloud ERP way ahead of the competition. The features are phenomenal while the pricing is much lower than the competition.

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Virtual Launch of the Acumatica 2021R1Features

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The full virtual launch event of February 18 , 2021 can be viewed here.

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During this virtual launch, you will see the following:

 

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  • R1 Launch Event

  • Breakout Sessions:

    • Manufacturing Edition Overview with 2021 R1 Review

    • Construction Edition Overview with 2021 R1 Review

    • Retail-Commerce Features for 2021 R1

    • Distribution R1 Overview

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If you are new to the Acumatica ERP, you can read the basic material about the Acumatica ERP Foundation, and view some demos here.

 

For questions, email us at info@intercs.com .

Features and Improvements

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2021 R1 contains several improvements and new features. A list of highlights is provided below.

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  • Platform usability improvements across all suites and modules/workspaces

  • User defined defaults

    • User defined defaults are new fields that you can create on most documents (sales order, purchase order, shipment,..), and assign a default field value to it if a certain condition is satisfied.

    • :Examples:

      • On the Sales Order document, you can create a new field : Custom Engraving with field value = yes if the Sales Order type is SO. This way only sales orders of type SO will get a custom engraving on their products. This example is illustrated in the video left below.

      • On the Sales Order document, you can create a new field : Put Away Location with field value =  R12B230 (Row 12, BIn 230) if the the Sales Order type is Return. This way returned goods will but put away into storage bin R1B230.

      • On the shipment document, you can create a new field Warehouse ship location with value - Dock 12 if the shipment type is a warehouse transfer. This way all goods that need to be transferred to another warehouse, will be stationed first at dock 12.

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  • Dashboards: Meter Widget and Link to Any ERP Form/Document

    • You can add a meter widget that looks like a speedometer. The meter widget can show ranges for eg. late fulfillment of orders. A normal range for late orders could be from 2 - 10 days late in fulfillment, a warning range for late fulfillment could be 11-15 days, a critical range could be 16 - 20 days. Instead of absolute values you can specify percentages based on an absolute value of eg. 2 days for late orders.

    • You can add a link to a document or form, as a widget. For instance a link to create a new opportunity

    • The benefit of these features that you can focus better on the problem areas of your function/role in your dashboard.

    • All this can be seen in the video left below.

    • A meter widget/dial can show how many bins are used and unused/empty in a warehouse. You can show in green how many bins make up 80% of the total number of bins so that when the number of used bins (the dial) hit the 80% alert, you are warned. If you add more bins, the 80% alert number will automatically change. To implement this, no coding was needed. See the video right below.

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  • Distribution Suite

    • Cross company sales

      • Cross company sales happen when a subsidiary of a company sells some of its goods to another subsidiary of the company.

      • :Example:

        • A company has two subsidiairies:

          • Services East Company (the customer) buying a computer from the subsidiary Capital

          • Capital company (the vendor) selling a computer to subsidiary Services East (the customer)

        • The purchaser in the Services East company creates a purchase order for the computer. This creates a Sales Order for the Capital subsidiary, which will result in a shipment by the Capital subsidiary, and a purchase receipt for the Services East subsidiary.

        • The corresponding bookings in the General Ledger will be done automatically via Due To and Due From transactions.

        • This example is illustrated in the video below.

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