Course Description

The Financials: Advanced | Contracts course will walk you through configuration and use of the Contract Management functionality of Acumatica ERP. The current version of the course is valid for Acumatica ERP 2017 R2.

Through the examples provided in the guide, you will learn how to perform the following tasks in Acumatica ERP:

Creating contract items and contract templates
Configuring specific contracts, including empty contracts and retainer contracts
Setting up and activating contracts
Performing contract billing
Renewing and terminating contracts
Adjusting contract terms
Canceling actions performed on contracts

What's new in this course?

The guide has been updated for version 2017 R2 of Acumatica ERP. The main changes are as follows:

The guide has been updated to reflect 2017 R2 version of Acumatica ERP.
The Introduction to Acumatica ERP User Interface topic has been added to the guide.The topic introduces the new Acumatica ERP modern UI and briefly describes how a user navigates through the system and searches for forms.
The Contract Life Cycle diagram has been improved and updated.

Training Materials

F320 TRAINING GUIDE

F320 FILES FOR TRAINING

Installations

Additional Reference

Contract Life Cycle

Contract Items

Labor Items

Customer Contracts (CT301000)

Contract Setup and Activation

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