How to Create a Tenant with the U100 Dataset

Course Description

This course consists of five parts, each part providing a set of lessons that illustrate the basic financial management processes in a midsize company. This course is valid for Acumatica ERP 2022 R2.

Part 1 illustrates the basic operations in the general ledger and guides you through the process of creating and posting GL batches.

Part 2 deals with the accounts payable process and guides you through creating AP bills, payments, prepayment, and checks.

Part 3 deals with the accounts receivable process and guides you through creating AR invoices, credit memos, illustrates how to prepare customer statements.

Part 4 illustrates the process of reconciling a cash account with a bank statement, which is a preparation step for period-end procedures.

Part 5 explains how to close, lock, unlock, and reopen financial periods and illustrates how to generate a financial calendar for a new financial year.

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/22.2/ 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.

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

TRAINING GUIDE

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.

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