Mastering Acumatica: Unlocking Practical Tools for Business Self-Assessment and Success
This comprehensive course is designed to equip you with the practical tools and knowledge needed to successfully implement and utilize Acumatica in your business. Upon completion, participants receive a certificate issued by The Art of Service.Course Features: - Interactive and engaging content
- Comprehensive and personalized learning experience
- Up-to-date and practical information
- Real-world applications and case studies
- High-quality content developed by expert instructors
- Certificate issued upon completion
- Flexible learning schedule and user-friendly platform
- Mobile-accessible and community-driven
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access
- Gamification and progress tracking features
Course Outline: Chapter 1: Introduction to Acumatica
Topic 1.1: Overview of Acumatica
- History and evolution of Acumatica
- Key features and benefits
- Comparison with other ERP systems
Topic 1.2: Setting up Acumatica
- Installation and configuration
- Setting up users and roles
- Basic navigation and interface
Chapter 2: Financial Management
Topic 2.1: General Ledger
- Setting up the general ledger
- Creating and managing accounts
- Posting transactions and journal entries
Topic 2.2: Accounts Payable and Receivable
- Setting up vendors and customers
- Creating and managing invoices and payments
- Processing and reconciling transactions
Chapter 3: Inventory Management
Topic 3.1: Setting up Inventory
- Creating and managing items and warehouses
- Setting up inventory valuation and costing
- Tracking and reporting inventory levels
Topic 3.2: Managing Inventory Transactions
- Processing receipts and shipments
- Managing stock levels and reorder points
- Performing physical counts and cycle counts
Chapter 4: Sales and Customer Management
Topic 4.1: Setting up Sales and Customers
- Creating and managing customers and contacts
- Setting up sales territories and regions
- Configuring sales processes and workflows
Topic 4.2: Managing Sales Orders and Invoices
- Creating and managing sales orders and quotes
- Processing and managing invoices and payments
- Tracking and reporting sales performance
Chapter 5: Purchasing and Vendor Management
Topic 5.1: Setting up Purchasing and Vendors
- Creating and managing vendors and contacts
- Setting up purchasing processes and workflows
- Configuring vendor pricing and terms
Topic 5.2: Managing Purchase Orders and Invoices
- Creating and managing purchase orders and requisitions
- Processing and managing invoices and payments
- Tracking and reporting purchasing performance
Chapter 6: Reporting and Analytics
Topic 6.1: Financial Reporting
- Creating and managing financial reports
- Configuring report options and settings
- Analyzing and interpreting financial data
Topic 6.2: Operational Reporting
- Creating and managing operational reports
- Configuring report options and settings
- Analyzing and interpreting operational data
Chapter 7: Advanced Topics
Topic 7.1: Customization and Development
- Customizing Acumatica using the customization manager
- Developing custom applications and integrations
- Using the Acumatica API and SDK
Topic 7.2: Integration and Interoperability
- Integrating Acumatica with other systems and applications
- Using Acumatica's web services and APIs
- Configuring and managing integrations
Chapter 8: Implementation and Best Practices
Topic 8.1: Planning and Preparing for Implementation
- Defining project scope and objectives
- Establishing a project timeline and budget
- Identifying and assigning project roles and responsibilities
Topic 8.2: Implementing and Configuring Acumatica
- Installing and configuring Acumatica
- Setting up and configuring modules and features
- Testing and validating system functionality
Chapter 9: Maintenance and Support
Topic 9.1: Maintaining and Updating Acumatica
- Applying updates and patches
- Monitoring system performance and troubleshooting issues
- Performing routine maintenance tasks
Topic 9.2: Supporting and Training Users
- Providing user training and support
- Creating and managing user documentation
- Establishing a help desk and support process
Certificate and Conclusion: Upon completing all chapters and topics,,
Chapter 1: Introduction to Acumatica
Topic 1.1: Overview of Acumatica
- History and evolution of Acumatica
- Key features and benefits
- Comparison with other ERP systems
Topic 1.2: Setting up Acumatica
- Installation and configuration
- Setting up users and roles
- Basic navigation and interface
Chapter 2: Financial Management
Topic 2.1: General Ledger
- Setting up the general ledger
- Creating and managing accounts
- Posting transactions and journal entries
Topic 2.2: Accounts Payable and Receivable
- Setting up vendors and customers
- Creating and managing invoices and payments
- Processing and reconciling transactions
Chapter 3: Inventory Management
Topic 3.1: Setting up Inventory
- Creating and managing items and warehouses
- Setting up inventory valuation and costing
- Tracking and reporting inventory levels
Topic 3.2: Managing Inventory Transactions
- Processing receipts and shipments
- Managing stock levels and reorder points
- Performing physical counts and cycle counts
Chapter 4: Sales and Customer Management
Topic 4.1: Setting up Sales and Customers
- Creating and managing customers and contacts
- Setting up sales territories and regions
- Configuring sales processes and workflows
Topic 4.2: Managing Sales Orders and Invoices
- Creating and managing sales orders and quotes
- Processing and managing invoices and payments
- Tracking and reporting sales performance
Chapter 5: Purchasing and Vendor Management
Topic 5.1: Setting up Purchasing and Vendors
- Creating and managing vendors and contacts
- Setting up purchasing processes and workflows
- Configuring vendor pricing and terms
Topic 5.2: Managing Purchase Orders and Invoices
- Creating and managing purchase orders and requisitions
- Processing and managing invoices and payments
- Tracking and reporting purchasing performance
Chapter 6: Reporting and Analytics
Topic 6.1: Financial Reporting
- Creating and managing financial reports
- Configuring report options and settings
- Analyzing and interpreting financial data
Topic 6.2: Operational Reporting
- Creating and managing operational reports
- Configuring report options and settings
- Analyzing and interpreting operational data
Chapter 7: Advanced Topics
Topic 7.1: Customization and Development
- Customizing Acumatica using the customization manager
- Developing custom applications and integrations
- Using the Acumatica API and SDK
Topic 7.2: Integration and Interoperability
- Integrating Acumatica with other systems and applications
- Using Acumatica's web services and APIs
- Configuring and managing integrations
Chapter 8: Implementation and Best Practices
Topic 8.1: Planning and Preparing for Implementation
- Defining project scope and objectives
- Establishing a project timeline and budget
- Identifying and assigning project roles and responsibilities
Topic 8.2: Implementing and Configuring Acumatica
- Installing and configuring Acumatica
- Setting up and configuring modules and features
- Testing and validating system functionality
Chapter 9: Maintenance and Support
Topic 9.1: Maintaining and Updating Acumatica
- Applying updates and patches
- Monitoring system performance and troubleshooting issues
- Performing routine maintenance tasks
Topic 9.2: Supporting and Training Users
- Providing user training and support
- Creating and managing user documentation
- Establishing a help desk and support process