How to Create a Tenant with the U100 Dataset

Course Description

By completing this course, you will become familiar with the system user interface. You will learn how to navigate the system, search for specific data, perform basic operations with the Acumatica ERP forms and reports, and set your basic working environment. You will also learn about Acumatica educational resources. The current version of the course is valid for Acumatica ERP 2023 R1.

Through the lessons, you will learn how to perform the following tasks in Acumatica ERP:

Access the system
Explore the system user interface
Explore the system search capabilities
Work with data entry forms and records
Work with attachments
Practice generating reports and changing report parameters
Manage your basic working environment

How to Create a Tenant with the U100 Dataset

To add to an existing Acumatica ERP instance the tenant with the U100 dataset, which is required for the completion of this course, perform the following instructions:

Go to Amazon Storage (the builds/23.1/ folder).
Open the folder of your Acumatica ERP instance version.
In this folder, open the Snapshots folder, and download the u100.zip file.
Launch the Acumatica ERP instance, and sign in.
Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
In the Login Name box, type a name to be used for the tenant.
On the form toolbar, click Save.
On the Snapshots tab, click Import Snapshot.
In the Upload Snapshot Package dialog box, select the u100.zip file, which you have downloaded, and click Upload. The system uploads the snapshot to the Snapshots tab of the Tenants form.
On the form toolbar, click Restore Snapshot.
If the Warning dialog box appears, click Yes.
In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and click OK.
Sign out of the current tenant.

You are now on the Sign-In page, and you can sign in to the tenant you have just created.

Quiz

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Sign in to the site by using the Sign In button on the top menu bar. After you sign in, you will be able to take the quiz for this course.

Training Materials

A150 TRAINING GUIDE

A150 FILES FOR TRAINING

Installations

Training Recordings

The video shows you the common process but may contain less detail than the guide has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the guide.

Testimonials

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It was an excellent experience. I am very satisfied with this course.

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The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.

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It is a well written fundamental course.

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The instructor was thoroughly and reiterated the information to help it sink in

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I was very impressed that the full product - reconfigured with data was available The data was very well prepared