D100 Order and Inventory Management: Basic 2017 R2

Home Course Catalog Order and Inventory Management D100 Order and Inventory Management: Basic 2017 R2

The Acumatica Order and Inventory Management Basic course contains a series of lessons designed to help you master inventory, sales orders, and purchasing within Acumatica.

Through the step-by-step examples provided in the guide, you will learn how to perform the following tasks in Acumatica ERP:

  • Inventory management
  • Link inventory transactions
  • Configuration of inventory items
  • Process of inventory transactions
  • Control of the item quantity and the cost of inventory
  • Purchase management
  • Process of partial receipts
  • Process of purchase orders of non-stock items
  • Sales order management
  • Process of sales orders of predefined types
  • Process of shipments
What's new in this course ?
What's new in this course ?
The course has been updated as follows:

  • The guide has been updated to reflect the 2017 R2 version of Acumatica ERP.
  • The Introduction to the Acumatica ERP User Interface topic has been added to the guide. The topic introduces the new Acumatica ERP modern UI and briefly describes how a user navigates in the system
    and searches for forms.
  • The Weight UOM and Volume UOM boxes have been moved from the Inventory Preferences form (IN101000) to the Branches form (CS102000). These changes are reflected in Step 1.4 of the guide.
  • Step 2.2 has been updated to reflect changes in the configuration of availability calculation settings. Now the availability calculation rule is created on the Availability Calculation Rules form (IN201500) and then assigned to the item class on the Item Classes form (IN201000).
  • A description of the new Available for Issue allocation quantity has been added to the On-Hand and Available Inventory topic of Lesson 5.
  • Step 7.1 has been updated as follows: Now the inventory receipt is released without the learner changing the date and post period in it.
  • Step 9.3 has been updated to reflect changes in the configuration of the Purchase Orders module. Now the Freight Expense Account setting, which is specified on the Purchase Orders Preferences form (PO101000), is optional and thus has been removed from the configuration steps because it is not used in the training. Also, the Vendor Price Update box has been moved from the Purchase Orders Preferences form (PO101000) to the Price/Discount Settings tab of the Accounts Payable Preferences form (AP101000), as this step reflects.
  • Step 10.3 has been updated: Now the allocation quantity of the purchase receipt is reviewed on the Inventory Allocation Details form (IN402000).
  • Step 18.3 has been updated. The RM order template settings are now uneditable, thus the Auto Create Issue check box now is cleared directly in the prepared RM order.

Training Materials

D100 TRAINING GUIDE
D100 FILES FOR TRAINING

Installations

DOWNLOAD ACUMATICA

Downloads

Acumatica 2019 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2018 R2

Acumatica ERP          Acumatica Framework 

Acumatica 2018 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2017 R2

Acumatica ERP          Acumatica Framework 

Acumatica 6.1

Acumatica ERP         Acumatica Framework

Acumatica 6.0

Acumatica ERP         Acumatica Framework

INSTALLATION GUIDE

Installation Guide

Acumatica 2019 R1
Acumatica 2018 R2
Acumatica 2018 R1
Acumatica 2017 R2
Training Recordings
Training Recordings

Please note, instructional materials are updated to Acumatica 2017 R2.

For instructor-led sessions, Acumatica 5.3 was used. We will update sessions as soon as new online training sessions will be conducted on a base of Acumatica 2017 R2.

D100 Distribution Basic: Inventory 5.3

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D100 Acumatica Distribution Basic: Inventory 5.3 - Session 1 of 4

Session One

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D100 Acumatica Distribution Basic: Inventory 5.3 - Session 2 of 4

Session Two

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D100 Acumatica Distribution Basic: Inventory 5.3 - Session 3 of 4

Session Three

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D100 Acumatica Distribution Basic: Inventory 5.3 - Session 4 of 4

Session Four

D100 Distribution Basic: Purchase Orders 5.3

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D100 Acumatica Distribution Basic: Purchase Orders 5.3 - Session 1 of 2

Session One

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D100 Acumatica Distribution Basic: Purchase Orders 5.3 - Session 2 of 2

Session Two

D100 Distribution Basic: Sales Orders 5.3

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D100 Acumatica Distribution Basic: Sales Orders 5.3 - Session 1 of 3

Session One

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D100 Distribution Basic: Sales Orders 5.3 - Aug 30 - Sep 01, 2016 Session 2 of 3

Session Two

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D100 Distribution Basic: Sales Orders 5.3 - Aug 30- Sep 01, 2016 Session 3 of 3

Session Three

Additional Reference

Reason Codes for Inventory

Allocation of Purchase Price Variance

Maintaining Vendor Price Lists

Purchase Orders (PO301000)

Sales Orders Processes

Related Courses

D200 Order and Inventory Management: Intermediate 2017 R2

V100 Field Services: Basic 2017 R2

V150 Field Services: Advanced 2017 R2

EU: Sales and Purchases 2019 R1

EU: Inventory Replenishment and Purchase Requisitions 2019 R1

EU: Service Management 2019 R1

EU: Equipment and Route Management 2019 R1

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