A Preview of Acumatica 2017 R2

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The new version of Acumatica, Acumatica 2017 R2, is being released September 13, 2017.

You can attend the live release day event in Boston by registering here.

In the meantime to wet your whistle, here are some of the improvements currently scheduled for inclusion in the new release.

Organization: Improved Marketing Lists and Campaigns

Marketing lists and campaigns have been significantly improved, so users can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns.

Organization: Real-Time Synchronization Between Acumatica ERP and Salesforce CRM

Acumatica ERP now supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, which allows for simultaneous work in both systems.

The following entities can be created, modified, or deleted in either of the systems, with the changes reflected in both systems:

  • Leads and contacts
  • Business accounts
  • Opportunities, including information about opportunity products represented by stock items

Changes made to stock items in Acumatica ERP can be synchronized with Salesforce CRM, but this synchronization cannot be performed in the opposite direction.

Finance: Ability to Close Tax Periods and 1099 Year by Company

A significant improvement has been implemented in the Taxes module. Now multiple branches that represent legal entities and use the same tenant in Acumatica ERP can configure their own tax periods and close the periods independently of one another.

Finance: Migration Mode in the Accounts Payable and Accounts Receivable Modules

With new system functionality, users can migrate historical data from a legacy system to Acumatica ERP.

Finance: Pay-to Vendor Relations

Acumatica ERP now gives users the ability to set up the process of purchasing goods or services from one vendor and paying for those goods or services to another vendor. For example, in a company that consists of multiple branches (such as corporate chain stores) where a corporate head office pays all external bills, a branch (store) that is using Acumatica ERP orders and is supplied goods from an external vendor but pays for the supplied goods to its corporate office.

Distribution: Item Class Hierarchy

With Acumatica ERP, users can now configure multi-segment item class IDs so that each segment defines a nested level of hierarchy. Thus, a user can set up item classes as a tree-like structure with parent-child relationships between item classes. Some other settings related to item class configuration have also been redesigned.

Distribution: Unit of Measure and Pricing Improvements

The pricing mechanism has been significantly improved to give users more ways to configure sales and vendor prices.

Configuration: Recognition of Addresses Imported from External Systems

Data imported to Acumatica ERP from an external system may include country or state data that does not comply with ISO standards or that contains typographical mistakes. The system now provides the capability to compare invalid country and state data with variants of possible spellings, which the user can define. With this capability, the system can recognize country and state data that is imported from external systems or manually entered; also, the capability reduces the probability of data import failure.

Platform: Localization of Acumatica Self-Service Portal

The Acumatica Self-Service Portal now provides functionality that system administrators can use to localize the system in multiple languages.

Platform: New User Interface

In Acumatica ERP 2017 R2, the new user interface is introduced, where users can flexibly configure navigation in the system according to the business processes of their organizations. Personalized navigation makes work with the system more effective because users can easily access forms that they use frequently.

 

Have questions about the new Acumatica 2017 R2 release? Just ask us!