Below are the course catalog for the various training sessions courses. Click the appropriate link below to open the guide for your role.

 

1. Getting Started

• Acumatica Introduction Video
• A150 Getting Started with Acumatica ERP

 

2. End-User Courses

• Basic Financials
• Prices and Discounts
• Sales and Purchases
• Inventory Replenishment and Purchase Requisitions
• Service Management
• Equipment and Route Management
• Accounting for Projects
• Project Billing and Change Management
• CRM Sales Operations
• CRM Marketing Operations
• ARM Reports
• Data Retrieval and Analysis
• Basic System Configuration
• System Management and Self-Service Portal

 

3. Implementation of Finance (Finance & Accounts Department)

• F100 Financials: Basic
• F130 Prices and Discounts
• F230 Subaccounts, Budgets, and Allocations
• F300 Intercompany Transactions
• F310 Fixed Assets
• F320 Contracts
• F330 Sales Taxes
• F335 Value-Added Taxes
• F340 Multi-Currency Accounting

 

4. Implementation of Inventory and Order Management (HR & Admin and Sales, Client Parntership Department)

• D100 Inventory and Order Management Basics
• D200 Inventory and Order Management Extended Scenarios
• D210 Automated Warehouse Operations

 

5. Implementation of Field Services (Business, Projects and Client Partnership Department)

• V100 Field Services: Basic
• V150 Field Services: Advanced

 

6. Implementation of Project Accounting (Finance & Accounts, Projects, Client Partnership, Sales Department)

• P100 Accounting for Projects
• P120 Project Billing and Change Management
• V300 Acumatica ERP Construction Edition

 

7. Implementation of Customer Management (Business and Sales Department)

• C100 Customer Management (CRM)

 

8. Customization and Configuration of Reporting (Finance & Accounts and IT Department)

• S130 Data Retrieval and Analysis
• I100 Integration Scenarios
• F350 Analytical Reports
• S140 Customization Projects

 

9. System Administration (IT Department)

• S100 System Administration: Basic
• S200 System Administration: Advanced

 

 10. Integration Development (IT Department)

• I300 Web Services: Basic | Data Retrieval
• I310 Web Services: Advanced | Data Retrieval
• I320 Web Services: Data Manipulation

 

 11. Application Development (IT Department)

• T190 Quick Start in Customization
• T200 Maintenance Forms
• T210 Customized Forms and Master-Detail Relationship
• T220 Data Entry and Setup Forms
• T230 Actions
• T240 Processing Forms
• T250 Inquiry Forms
• T400 Customization of Mobile Application: Basic
• T410 Customization of Mobile Application: Advanced