How to Create a Tenant with the U100 Dataset

Course Description

This end-user course provides a set of lessons that illustrate the processes of construction project management in a midsize company. The current version of the course is valid for 2021 R2 Update 3 or later.

In the course, you will learn about the construction projects in Acumatica ERP. After you complete the course, you will have an understanding of how to create and bill construction projects in Acumatica ERP, and will understand the structure of the project budget. Also, you will learn how to track changes on projects, and how to protect project data from editing. You will also learn how to capture project costs, prepare project payments, and process subcontracts as cost commitments to projects. You will prepare and review construction-specific reports. Finally, you will learn about the project management functionality, including processing of project issues, requests for information, and daily field reports.

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/21.2/ 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.

Training Materials

TRAINING GUIDE

FILES FOR TRAINING

Installations

Additional Reference

Processing Subcontracts

Processing AP Bills with Retainage

Managing the Project Budget

Correcting Pro Forma Invoices

Working with Daily Field Reports

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Testimonials

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.

Thomas S.

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

Megan H.

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

Kimberly W.

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The material and guide were great.

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It was an excellent experience. I am very satisfied with this course.

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The instructor was thoroughly and reiterated the information to help it sink in

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I was very impressed that the full product - reconfigured with data was available The data was very well prepared