Upgrade Time!

12.14.19  GDS21 customers, it is time to schedule your upgrades to Acumatica 2019 R2!

We will contact you to get your input and preferences, specifically whether you want your sandbox to be created before or after the first of the year. Remember, a snapshot of your data will be taken and used to populate the sandbox and, while we can reset that data any time for you, moving a fresher snapshot to the sandbox after the fact will incur a charge from Acumatica. Your sandbox is free as long as you are staying current (one release back moving to the most current release). We will help you test 2019 R2 and schedule the upgrade for you when you are ready. Since you chose Acumatica, you get a say in things like that! 🙂

You can look forward to features like:

Platform:

• Pivot Table Dashboard Widget – Pivot tables are tremendous time savers by letting users quickly summarize large amounts of data into useful reports. Now pivot tables can be displayed on Acumatica dashboards using the Pivot Table Widget.
• Worldwide SMS Support allows users to receive mobile text notifications (SMS) of business events without requiring the Acumatica mobile app be installed on the recipient’s device. View demo
• Contract-Based APIs enhancements where developers can retrieve multiple kinds of detail lines in one request
• HubSpot integration provides real-time sync

Usability:

• Predefined User Roles for Financial Users allow quick set up of financial users to access the system functions they need by using predefined roles designed for specific financial positions. See the demo
• Mobile Devices have user defined field enhancements
• Conditional Formatting for dashboard table widgets provides the option of specifying the style of rows or columns, including the use of formulas Learn more
• Simplified Company/ Branch selector increases productivity by selecting a branch in one click
• File Management Enhancement allows sorting and filtering attachments in any table or entity

Financial Management:

• Application of Payments to Particular Lines of Accounts Payable Documents – allows users to assign partial payment to an entire AP document or to individual document lines in various proportions. The system also supports tracking retainage by document (if included)
• Approval of AR Invoices, Credit Memos, and Debit Memos – For companies requiring approval for certain AR situations, in addition to AR documents, users can also approve invoices, credit memos, and debit memos. Learn more
• Accrual of the Costs of Non-Stock Items supports posting of revenue and expenses to non-stock items to calculate their approximate net income
• Corporate Credit Card support and reconciliation has been added to the applications. Learn more

Project Accounting:

• Budget Control on Document Entry warns users when a document such as an AP bill that exceeds the budget is saved
• Detail Level of the Project Budget options include task, task and item, and task and cost code with ability to update at both the summary and detailed levels
• Two-Tier Change Management supports grouping multiple change requests with markups into a single change order for approval
• Project Budget Forecasts by period allows comparisons of actual project costs and incomes with the forecasted, original, and revised budget amounts for each financial period

Inventory and Order Management:

• Changing the Vendor in Purchase Orders enables buyers to review item prices from multiple vendors and select the vendor for a purchase order. See how it works
• Enhanced Linking of Direct Sales Order Invoices processes sales order and return lines with external point-of-sales (POS) systems
• Validation of Customer Orders on Sales Orders automatically checks for unique customer order numbers and manages duplicates
• Prepayment enhancements adds one or more prepayment requests to purchase orders, as well as allowing purchase orders to be added to prepayment documents. See how it works
• Warehouse management System (WMS) added advanced picking and bulk processing
• International Shipping Options with “ShipEngine” integration like current UPS/FedEx/Stamps support. View the demo

Construction:

• Daily Field Reporting features make sure everyone is looking at the same information in a timely manner
• Detailed Retainage Tracking allows users to track retainage at the line level on AR Invoices
• Change Requests feature reduces profit fade by proactively managing owner change requests
• Enhanced Lien Waiver Capabilities assist in avoiding accidentally paying a vendor
• Project Budget Forecast Report shows at-a-glance forecasted revenue and costs by month
• Project Cost Transaction History Report confirms billings vs. costs
• Customer and Vendor Transaction History Reports better manage cash flow

Note the construction features will be available on September 30^th.

Field Service:

• Service Orders may be automatically defined by user or appointment type, and they can be copied once or on multiple occasions with new dates and times
• Project Accounting integration supports creating service contracts, project schedules and tasks with default cost codes by service order type
• Manual Discounts may be applied to service orders and appointments by amount, percent, or as a discount to stock and non-stock products
• Calendar Enhancements for simplified appointment creation. See it in action
• Mapping Enhancements for locations and routes

Manufacturing:

• Engineering Change Control (ECC) streamlines multiple change requests by optionally grouping them for approval process, as well as displaying them in bill-of-material comparisons
• Material Requirements Planning (MRP) has improved forecasting and exception handling, as well as regeneration options for non-stock items
• Outside Processing of manufacturing operations by suppliers has better work flow options from scheduling through purchasing

Users with access to the Acumatica Customer Portal can find full release notes at https://portal.acumatica.com/downloads/acumatica-2019-r2/