In the course, you will learn about the sales order management and purchase order management processes in Acumatica ERP. After you complete the course, you will have an understanding of how to perform basic sales and purchase operations in Acumatica ERP. You will learn to process purchase and sales orders, and returns of different types. Also, you will learn how to process sales for items that are not available in inventory, how to process sales through integration with point-of-sale systems, and how to capture payments for sales orders. You will also learn how to establish relations between finance and purchase documents, and how to review the relations between documents in the system.
How to Complete this Course
This course has been designed for Acumatica ERP 2019 R1 Update 1 and later. Download the EU_Course_Checklist_U100.docx file to see the detailed instructions on each step below
- Prepare the system before installing Acumatica ERP.
- Download and install Acumatica ERP 2019 R1 Update 1 (version 19.101.0084).
- Deploy a new instance of Acumatica ERP with the U100 data inserted.
- Download the training guide and files for the training.
- Start the training.