End-User Course: Prices and Discounts 2019 R2

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Course Description
How to Create a Tenant with the U100 Dataset
Course Description

In this course, you will learn to configure various types of sales prices and customer discounts as well as to perform basic operations with them in Acumatica ERP.

After you complete the course, you will have an understanding of how sales prices and customer discounts are automatically applied in AR invoices and sales orders. You will also learn how to create sales price sheets and vendor price sheets, to update sales prices and customer discounts, and to analyze GL batches that the system creates when you post documents with discounts.

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:

  1. Go to Amazon Storage (the builds/19.2/ folder).
  2. Open the folder of your Acumatica ERP instance version.
  3. In this folder, open the Snapshots folder, and download the u100.zip file.
  4. Launch the Acumatica ERP instance, and sign in.
  5. Open the Tenants (SM203520) form, and click Add New Record on the form toolbar.
  6. In the Login Name box, type a name to be used for the tenant.
  7. On the form toolbar, click Save.
  8. On the Snapshots tab, click Import Snapshot.
  9. 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.
  10. On the form toolbar, click Restore Snapshot.
  11. If the Warning dialog box appears, click Yes.
  12. In the Restore Snapshot dialog box, make sure that the correct snapshot package is being uploaded, and click OK.
  13. 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
FILES FOR TRAINING
Installations
INSTALLATION GUIDE

Installation Guide

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Acumatica 2019 R1
Acumatica 2018 R2
Acumatica 2017 R2
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Acumatica 2020 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2019 R2

Acumatica ERP          Acumatica Framework 

Acumatica 2019 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2017 R2

Acumatica ERP          Acumatica Framework 

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Training Recordings

Session One
Session Two
Session Three
Session One

In this training, the following PowerPoint presentation has been used: End-User Course: Prices and Discounts

Session Two

In this training, the following PowerPoint presentation has been used: End-User Course: Prices and Discounts

Session Three

In this training, the following PowerPoint presentation has been used: End-User Course: Prices and Discounts

Additional Reference

Sales Price Types

Price Selection Rules

Updating Sales Prices

Configuring Customer Discounts

Application of Customer Discounts

Related Courses

F100 Financials: Basic 2020 R1

F130 Prices and Discounts 2020 R1

F230 Subaccounts, Budgets, and Allocations 2020 R1

F300 Intercompany Transactions 2020 R1

F310 Fixed Assets 2017 R2 

F320 Contracts 2017 R2 

F330 Sales Taxes 2020 R1

F335 Value-Added Taxes 2017 R2 

F340 Multi-Currency Accounting 2017 R2 

EU: Basic Financials 2019 R2

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