What's New in Acumatica 5.0
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The new release of Acumatica dramatically expands the ways in which customers can leverage cloud ERP, by significantly expanding our features and capabilities to support a broader set of business scenarios. This presentation will provide you an overview of the key new features in Acumatica 5.0.
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What's New in Acumatica 5.0
- 2. What’s New in Acumatica 5.0 Gabriel Michaud Director of Product Management
- 3. A Look Back at Previous Releases Acumatica 3.0 Acumatica 4.0 Acumatica 4.1 Acumatica 4.2 March 2012 March 2013 August 2013 April 2014
- 6. Single Sign-On At a Glance • Supports Windows Azure ActiveDirectory, Google and Windows Live ID • Once logged in anywhere, no need to type your credentials again • Automatic provisioning of new user accounts possible Benefits • Facilitates embedding of Acumatica into external apps, or embedding of external apps into Acumatica • Manage a single set of credentials for your whole organization • Add multi-factor authentication
- 7. Improved User Experience At a Glance • Brand new design that’s cleaner, smoother, flatter – but very familiar • List-driven user interface • Predefined filters now show up as tabs on lists • Mass records update
- 8. Universal Search At a Glance • Rebuilt from the ground up to use the full-text search engine in SQL Server / MySQL • Works with help and entities (60+, extensible) • Results are ranked according to relevance Benefits • Lightning-fast, even on large databases • Find data easier than ever with natural language search
- 9. Exchange Integration At a Glance • Seamless and transparent synchronization of contacts, tasks, appointments and e-mails with Microsoft Exchange, Office 365 • Synchronization policies can be assigned to individual users to control synchronization • Works with any e-mail client; no plug-in required Benefits • Improve collaboration • Access your CRM no matter where you are, no matter which application or device you use
- 10. B2B Ordering At a Glance • Allow your customers to view inventory, place orders, and check order status • Select which products and warehouses are visible from the portal • Provide extended description, images and category info for your products • Fully integrated with Acumatica Customer Portal – no external ecommerce or synchronization needed Benefits • Extend Acumatica beyond your walls • Relieve your sales people of simple order taking and answering of questions on availability and status
- 11. Improved SO/PO Link Enhancements • Use SO-PO link on order types requiring allocation • Automatically place a hard allocation following receipt of a PO linked to a SO • Link a single SO line to one or more existing POs • Mark partially shipped lines for PO Benefits • Use SO/PO Link in a larger number of scenarios than before • Ensure inventory purchased and promised to a customer cannot be shipped to another customer
- 12. Multi-Warehouse Allocation/Purchasing At a Glance • Place orders to a central warehouse and redistribute the inventory to your warehouses automatically upon receipt • Allocate inventory located in remote warehouses and automate transfer to shipping warehouse • Improved transfer receipt process Benefits • Eliminate lost sales resulting from stock-outs by providing alternative options • Reduce holding costs and transportation costs
- 13. Discounts & Pricing Engine Enhancements • Discount and pricing engine now extended to Accounts Payable / Purchasing • Maintenance of sales and purchasing prices redesigned Benefits • Easily upload new prices from Excel and update your prices • Keep history of an unlimited number of prices • Speed up entry and maintenance of customer and vendor prices • Provide accurate and up-to-date prices for purchase orders, including volume prices
- 14. Replenishment Enhancement • You can now configure which quantites should be considered in the calculation Benefits • You may now take into consideration the quanitty on sales orders and quantity on kit assemblies for preparing your replnishment
- 15. Redesigned Expense Claims Enhancements • Enter expense receipts individually and combine them later into an expense claim • Expenses made in a foreign currency can be submitted and reimbursed to employee
- 16. Lead and Contacts Duplicate Validation Enhancements • Validate records on entry or in batch to identify duplicate leads, contacts and accounts • Configure multiple parameters can be used for duplicate validation; each parameter is given a weight, and each parameter can be transformed to facilitate comparison (trim/lower-case, split words, extract domain name) Benefits • Save time and money by identifying and merging duplicate leads • Maintain high data quality standards with a clean database
- 17. Business Process Wizard At a Glance • Configurable wizards guide you through the configuration and implementation process • List of tasks to be completed varies based on licensed & enabled features, as well as previously completed tasks • Individual tasks can be assigned to users • Wizards can also be created for recurring tasks, such as period closing procedures Benefits • Implement Acumatica faster by following recommended best practices
- 19. MySQL Support Enhancements • The application can now be installed on MySQL database servers • Snapshots created in the application are portable between SQL Server and MySQL • Deployment on Amazon Relational Database Service (Amazon RDS) is now possible from the configuration utility Benefits • Significantly reduce licensing and hosting costs
- 20. Mobile Application Framework At a Glance • Acumatica “Player” application for iPhone • Fully native and built using platform-standard tools • Extensible by ISVs and partners • Initial release will offer Expense Claims, Tasks and Approvals Benefits • Acumatica at your fingertips anytime, anywhere
- 21. Versioned Web Services API Enhancements • Predefined web service endpoints can be created • Select which fields and actions should be exposed in your web service • Easily remap a field or action in your web service to it’s internal counterpart Benefits • Make upgrades easier • Ensure compatibility of integrations with multiple versions
- 22. Redesigned Customization Manager Enhancements • Completely Redesigned • Drag-and-drop layout editor, similar to Visual Studio editor • Backward-compatible with customizations made in previous versions Benefits • Customize the application more easily • Create completely new forms and add smart panels to existing forms
- 23. That’s Not All!
- 24. Wrap-Up Key Takeaway: Acumatica 5.0 is our strongest release yet! Next Steps • Beta Availability • Documentation • Feedback & Suggestions • Controlled Release • How to influence the next version -> http://acumatica.uservoice.com Questions?
- 25. THANK YOU Gabriel Michaud gmichaud@acumatica.com Skype: gabrielmichaud @gabrielmichaud
Notas do Editor
- Present myself and my role at Acumatica (the bridge between the engineering team, sales & marketing teams; the voice of the customer and partner for product development and design) Today I’m here to present you… Q: who attended
- Before we get started, let’s take a look at our previous major product releases… Version 3.0 Project Accounting Intercompany Accounting Online bank reconciliation Activity Monitoring and Notifications Version 4.0 Totally New User Interface: more polished, easier to navigate, much faster Cash Flow Forecasting Inventory Replenishment Forecasting USPS integration Version 4.1 Customer Portal Excel Connectivity Improved budgeting in GL Multiple user interface improvements: drag and drop upload, suggest and auto-complete, column parametric filtering, better looking reports Version 4.2 4.2 focus was on improving stability, performance, and scalability Added support for credit card tokenization Redesigned discounts and pricing engine, with support for volume pricing Redesigned contracts module Simplified import scenarios Scalability improvements: inquiries loading (attributes + columns), load balancing Greatly improved documentation
- During this presentation, I’m going to show you how Acumatica 5.0 works harder for you and helps you deliver ERP solutions that are better, faster and stronger than ever! You’ll see that Acumatica 5.0… 1. Has a Better UI 2. Is built on top of a Better Web Platform 3. Has Stronger Business Functionality 4. Is Faster to implement than Ever 5. Has a Customization Designer that Works Harder for You 6. Works Better for You with the new iPhone App
- <DEMO> Start my day by opening my e-mail – go to Office 365 web client I then go to Acumatica to check open CRM cases What happened? I didn’t need to type in my credentials! Supports Office 365, Windows Azure ActiveDirectory, Google Apps and Windows Live ID Single set of credentials to manage, automatic provisioning of new user accounts the first time they open Acumatica
- <DEMO> Brand new design that’s cleaner, smoother, flatter – but still very familiar – you’ll feel at home New UI is more than a fresh coat of paint – we’ve also improved the way you navigate to your data First improvement is list-based screens. You think about orders, you want to see a list of orders. You think about customers, you want to see a list of customers. In the past, you had to go to an entry screen to find a customer, and it was not very intuitive. The way people think is by accessing lists. Let me demo that for you Instead of a blank customer form, I now see the list of customers I can search (<“New York”>) I can sort (<sort by Name>) I can move columns, and also hide columns that I don’t want I can also create predefined filters – they will show up as nice tabs on top of the list <click on “On Hold”, “Customers with a Balance”> To view a customer, just double-click on it Navigation follows the filter that was set on the list Once you’re done, you can easily return back to the list, exactly where you were Finally, you can easily perform mass data updates from the lists <put all overdue customers with >10 000 balance on hold> These lists are completely editable and can be easily personalized without any programming!
- The second thing I’d like to show you is how we’ve improved search. <I go to AP module and search for “Ali Tickets”> Notice the speed at which the system located my bill – it uses the power of the full-text search engine inside the database, and is lightning fast even with millions of records The search engine works for you – notice that I did not spell “Bill’s Travel” exactly, yet it found what I was looking for Search has been enabled on more than 60 different screens, and partners developing solutions on Acumatica can also search-enable their screens very easily Works for help as well – search for “how to release the tax report” Also notice that it not only shows you the results, but also where it was found
- DEMO <Go to Outlook. Show that all contacts are synchronized.> <Make a change to Air Jane, set number to 212-555-1212, then save. Wait for synchronization and go back to Acumatica to show it has been synchronized> <Go to tasks – add a task Buy new laptops and set category to Acumatica. Explain that category is used to identify stuff you want to be synchronized with your CRM> Same thing works with appointments. The last feature – and probably the most exciting is e-mail integration. For this one I’ll grab my iPhone. <Go to e-mails – move e-mail to Acumatica folder. Open Baxter Robert, contact and go to Activities tab. Show that e-mail has been archived.>
- A new addition to our customer portal, which was introduced in version 4.1 This is a simple B2B Ordering portal; this is not meant to replace a full-blown e-commerce system such as Magento, but rather aims to provide a simple ordering system that can be used as an example by resellers and distributors. There are many advantages to using our new B2B Ordering system: You can get real-time pricing and inventory – this is not a disconnected system where manual configuration or synchronization with your ERP has to happen It relieves your sales people of simple order taking and answering questions on inventory availability You can decide how much privileges you want to grant to your customers, so you could only give the ability to check status of past orders, without necessarily allowing people to place orders from the portal <Login as dean/1234. Browse items, open category selector, open CASE item, show picture and description, add it to cart> Review past orders>
- One of the other ways Acumatica 5.0 works harder for you is by automating and streamlining business processes that are time-consuming – handling replenishment and transfers between multiple warehouse can be a complex and error-prone process today.
- DEMO Maintenance of sales prices Start from Stock Items, showing default price Go to Inquiries->Sales Price to show sales price for item X000C00120 Explain that you can make changes directly and prices become effective immediately Then go to Create New Worksheet and explain this worksheet Recalculate prices and release Also explain you can create a worksheet from scratch, or by uploading from Excel (demo Excel upload)
- WHY? We want the system to make purchase recommandations based on your existing orders, and not just your current stock levels.
- The world is changing to where people wants to do things as they happen Nobody wants to spend 2-3 hours every weeks taking a stack of expense receipts and painfully entering them inside Acumatica We changed it so that now you can work as you go and enter your expenses on the fly. Sometimes the best solutions are the simplest solutions, and I know we finally got this feature right. [DEMO] Add expense receipt for car rental At the end of the month, all the receipts can be submitted very easily – just select and then (not) click submit Note that it’s also now possible to enter expense receipts in different currencies, and reimburse in empl
- <DEMO LOCALLY> avec Mr. Phillip Anderson (2 ll) Save, show indicator Go to Duplicates tab, click on one and merge
- One of the exciting things about a company growing like Acumatica is, is that every quarter we add new partners. And we also know the importance of their first 1-2 implementations. In prior releases, you saw us adding templates, to enable you to speed up your implementations… continuation of that is the new implementation wizard that we’re introducing in Acumatica 5 When you have a tool to guide you through a process, it makes you more efficient. This tool allows you to shorten the implementation, making it more predictable and lowering the cost of entry. Tasks in the implementation wizards can be assigned to individual persons – this is a good way to involve your clients into an implementation, getting them engaged. You give them tasks and they don’t follow up making the implementation longer. You don’t have visibility. The implementation wizard allows you to assign tasks to your customers, and make them part of the implementation process.
- For someone on SOP or Perpetual, using MySQL could cut down licensing and hosting cost by 3x This is a huge technological improvement for us, and totally transparent to users. With RDS, you can have multi-zone functionality, where your data is replicated across multiple geographical regions
- DEMO using Reflector for mirroring
- Our platform has a great feature, which allows you to access any screen and perform any action through web services These web services are dynamically generated based on the screen layout – if you add a field, it becomes accessible to external applications This is great in practice, however if you need to develop a solution that will be used across a variety of versions, each with slightly different web services, it becomes a nightmare With this new feature, it becomes possible to create predefined and static web services, which can easily be replicated across multiple systems
- Rich Text Editor Control Upload Functionality From Sales Order
- Where to download beta How to provide feedback on the beta Also provide feedback on the documentation Feedback Forum