How to Create a Tenant with the U100 Dataset

Course Description

This end-user course provides a set of lessons that illustrate equipment and route management processes in a midsize company. The current version of the course is valid for Acumatica ERP 2023 R1.

Through the examples, you will learn how to:

Create target equipment manually
Create an appointment for performing services
Create a model equipment entity with components in the system
Sell model equipment of different types
Replace a component in a target equipment entity
Create, process, and bill service contracts with as-performed billing
Сreate service contracts with standardized billing
Сreate a route execution on the fly
Process a route execution in Acumatica ERP from starting it through closing it
Create a route service contract with as-performed billing and generate appointments for it
Process a route execution in the Acumatica ERP mobile app

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 Welcome page, and you can sign in to the tenant you have just created.

Training Materials

TRAINING GUIDE

Installations

Training Recordings

The webinar recordings presented below are based on the training guide for Acumatica ERP 2019 R1. Because of this, the topics described and shown in the recordings may differ from the course materials for Acumatica ERP 2023 R1.

Session One

Session Two

Session One

In this training, the following PowerPoint presentation has been used: EU: Equipment and Route Management 2019 R1.

Session Two

In this training, the following PowerPoint presentation has been used: EU: Equipment and Route Management 2019 R1.

Additional Reference

Managing Manufacturers

Related Courses

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

Heath H.

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

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

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

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The material and guide were great.

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