what's new in acumatica 5.0
DESCRIPTION
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.TRANSCRIPT
What’s New in Acumatica 5.0Gabriel MichaudDirector of Product Management
Acumatica 3.0
Acumatica 4.0
Acumatica 4.1
Acumatica 4.2
March 2012 March 2013 August 2013 April 2014
A Look Back at PreviousReleases
Application/ERP Improvements
Single Sign-OnAt 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
Improved User ExperienceAt 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
Universal SearchAt 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
Exchange IntegrationAt 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
B2B OrderingAt 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
Improved SO/PO LinkEnhancements• 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
Multi-Warehouse Allocation/PurchasingAt 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
Discounts & Pricing EngineEnhancements• 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
ReplenishmentEnhancement• 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
Redesigned Expense ClaimsEnhancements• 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
Lead and Contacts Duplicate ValidationEnhancements• 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
Business Process WizardAt 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
Platform Improvements
MySQL SupportEnhancements• 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
Mobile Application FrameworkAt 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
Versioned Web Services APIEnhancements• 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
Redesigned Customization ManagerEnhancements• 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
That’s Not All!
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?