Course Description

By completing this course, you will learn how to implement order management functionality in a new company, and how to perform sales and purchase processes in a system with this functionality configured. The current version of the course is valid for Acumatica ERP 2023 R1.

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

Configuring sales order types
Creating customers
Creating vendors
Creating and configuring units of measure
Creating non-stock items
Processing sales of services
Processing purchases of services
Processing purchases with purchase receipts when the Inventory feature is not enabled
Processing direct sales
Processing sales with payments
Processing sales of related items

Webinar available

Join our webinar: D300 Order Management Basics

Training Materials

D300 TRAINING GUIDE

Installations

Additional Reference

Processing Pre-Sale Quotes

To Add an Account to the Chart of Accounts

Units of Measure: General Information

Processing AR Invoices

GL Transactions: General Information

Related Courses

Testimonials

The class was very informative and well laid out to teach the module.

Heath H.

Project Billing and Change Management

It was really nice seeing what a fully built and functional Project management system could do for us.

Thomas S.

Project Billing and Change Management

I liked that the examples were written in the guide, explained and shown.

Megan H.

Accounting for Projects

I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.

Kimberly W.

Sales and Purchases

The material and guide were great.

Wendy P.

Basic System Configuration

Training Guide was well laid out with clear, easy steps to follow.

Jason M.

System Management and Self-Service Portal

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

Alfred M.

S130 Data Retrieval and Analysis

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.

Marilize Z.

S130 Data Retrieval and Analysis

It is a well written fundamental course.

Kathryn W.

D200 Order and Inventory Management: Intermediate

Easy to follow and understand the way the course is laid out. I am just starting to get to know Acumatica much better

Noel P.

A150 Getting Started with Acumatica ERP

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

Lisa K.

D100 Inventory and Order Management Basics

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