Newsletter: September 2020

Upcoming Webinar: Acumatica CRM

Join us for a webinar on September 4th at 2:00pm CST to learn more about the different CRM functionalities in Acumatica.

NEW 2020 R2 Features

Usability and Reporting:

  • Recently viewed records
  • Generic inquiry table join suggestions (*)
  • Recently viewed records list
  • Dashboard auto-refresh

 

Technology

  • Visual state automation engine (*)
  • Workflow engine enhancements and build out
  • API enhancements and automated inquiry mapping
  • Unified notifications using business events (*)
  • Advanced UDF visibility and enablement
  • Bank reconciliation
  • OData v4 – LINQ-based access to data objects
  • In cell error reporting for data imports
  • Mobile dialog box support – phase 1 (*)

 

Financials

  • Automated AP document creation (*)
  • Cross company sales (*)
  • Centralized account visibility
  • Credit memo retainage and automation
  • Bank reconciliation improvements

 

CRM

  • Address lookup enrichment
  • Improved account / contact relationship
  • Pin important activities
  • Automated address enrichment using Google or Bing

 

Inventory and Order Management

  • Payment processing improvements
  • Restrict shipping of unpaid orders (*)
  • Validate bills against purchase orders
  • Multi-Day Service Appointments
  • New workflow engine for sales orders (*)

 

Manufacturing and Service

  • Manufacturing delivered in Acumatica core (*)
  • Quality management module (m)
  • Pause and resume appointments
  • Multi-day appointments
  • Create PO from appointments (*)
  • Cost tracking enhancements for appointments (*)

 

Payroll, Project, and Construction

  • Team time entry (*)
  • Paid time off enhancements
  • Pro-forma workflow enhancements
  • Commerce in Core with Shopify
  • Project material management (*)
  • AIA report improvements

 

Commerce

  • Commerce delivered in core product
  • Shopify connector
  • Drop ship buyer notification enhancements (*)
  • Multi-box shipments (*)
One Question Survey

We want to hear about your journey with AIM and Acumatica. How did AIM/Acumatica help you? What type of business needs did we help you resolve? If you are selected, AIM will be gifting a $100 gift card for sharing your journey with us. AIM will also be publishing your journey on our website. This requires a 30-minute commitment with AIM in order to capture your story. Please contact ishika@aimsolutionsinc.com to find out more on how to participate.

Registration Open for Virtual Acumatica 2020 R2 Launch

Join us online for a virtual launch event on Sept 16th, when the latest full-featured version, Acumatica 2020 R2, launches! You’ll hear from the Acumatica leadership team and see demos of new features highlighting a streamlined user experience and fresh, modern design.

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