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Acumatica 2021 R2 Virtual Launch Event

September 22, 2021 by Tim Rodman

Here are my notes from the Acumatica 2021 R2 Virtual Launch Event on September 22, 2021 showing the new features in Acumatica 2021 R2.

Acumatica 2021 R2 Virtual Launch Event

Acumatica has been doing these Fall R2 launch events for years now.

Here are my notes from previous R2 launch events, including one R1 event from February due to Acumatica Summit being postponed:

Click here for my notes from the Acumatica 2021 R1 Virtual Launch

Click here for my notes from the Acumatica 2020 R2 Virtual Launch

Click here for my notes from the Acumatica 2019 R2 Roadshow in Columbus, Ohio

Click here for my notes from the Acumatica 2018 R2 Roadshow in Columbus, Ohio

Click here for my notes from the Acumatica 2017 R2 Roadshow in Columbus, Ohio

My Notes from the Acumatica 2021 R2 Launch Event

I attended the main keynote, then the breakout for Distribution, then the breakout for Construction. You’ll find notes from all three sessions below.

I took my notes on Twitter as usual.

About to start the #Acumatica2021R2 Launch event pic.twitter.com/pF6ewxy8UK

— Tim Rodman (@TimRodman) September 22, 2021

Looks like @Jon_Roskill is coming from another cool real non-virtual place #Acumatica2021R2 pic.twitter.com/xxY0KwfBkN

— Tim Rodman (@TimRodman) September 22, 2021

Cool virtual "augmented reality" background that just popped up to show the industry editions #Acumatica2021R2 pic.twitter.com/cFWSgInWg5

— Tim Rodman (@TimRodman) September 22, 2021

Acumatica not just about being accessible from anywhere and being super secure, but also about doing it in an environmentally sustainable way. #Acumatica2021R2 pic.twitter.com/v5xFU0HUxa

— Tim Rodman (@TimRodman) September 22, 2021

Now @Jon_Roskill hands us to @ajoyk to talk about #Acumatica2021R2. Hey @ajoyk, no glasses!?! pic.twitter.com/sXFVQJNX56

— Tim Rodman (@TimRodman) September 22, 2021

Three themes for Acumatica 2021 R2. Nice shout-out about the DAC Schema Browser. #Acumatica2021R2 pic.twitter.com/maL8ggV9yO

— Tim Rodman (@TimRodman) September 22, 2021

Now multiple Base Currency support! #Acumatica2021R2 pic.twitter.com/Qt1PrXdDjW

— Tim Rodman (@TimRodman) September 22, 2021

We'll get to see stuff from every edition in #Acumatica2021R2 pic.twitter.com/RfgZuJZzLZ

— Tim Rodman (@TimRodman) September 22, 2021

Capable to Promise and Visual Scheduling are available in #Acumatica2021R2 pic.twitter.com/JrpZXJElcf

— Tim Rodman (@TimRodman) September 22, 2021

Forgot to mention that @Jon_Roskill said they recorded this in Phoenix. #Acumatica2021R2

— Tim Rodman (@TimRodman) September 22, 2021

Now on to @WebBased to see some demos #Acumatica2021R2 pic.twitter.com/drKnpTy77E

— Tim Rodman (@TimRodman) September 22, 2021

Now @WebBased passing off to @JessicAcumatica. Using a sporting goods company example. That's appropriate since their desk looks like a sports show broadcast ๐Ÿ™‚ #Acumatica2021R2 pic.twitter.com/d8nyTNs9lM

— Tim Rodman (@TimRodman) September 22, 2021

They setup Cross-Sell and Substitute Items #Acumatica2021R2 pic.twitter.com/4XfjpVzcu3

— Tim Rodman (@TimRodman) September 22, 2021

When entering the Order, you get a notification that there are related items that can be added.#Acumatica2021R2 pic.twitter.com/djVtwgvZEJ

— Tim Rodman (@TimRodman) September 22, 2021

Also can add related cross-sell items easily. #Acumatica2021R2 pic.twitter.com/zYFDxemyRX

— Tim Rodman (@TimRodman) September 22, 2021

Now Doug generating a Marketing list, then Mass Email #Acumatica2021R2 pic.twitter.com/nbQIgJC3n5

— Tim Rodman (@TimRodman) September 22, 2021

Integration with SendGrid tracks Opens and Clicks, including automatically-generated opt-out links. Open Rate and Click Rate tracked in real-time on a Dashboard. #Acumatica2021R2 pic.twitter.com/Orw3U9fb2a

— Tim Rodman (@TimRodman) September 22, 2021

Now Jessica creating a Case to track a damaged Shipment #Acumatica2021R2 pic.twitter.com/A8KAJL6c2Q

— Tim Rodman (@TimRodman) September 22, 2021

Jessica dragged a PDF onto the Case and annotated with the Adobe PDF integration #Acumatica2021R2 pic.twitter.com/03TY5BPwlq

— Tim Rodman (@TimRodman) September 22, 2021

Doug uses the Teams integration to contact Regina #Acumatica2021R2 pic.twitter.com/FV1aBDvFfo

— Tim Rodman (@TimRodman) September 22, 2021

You can access Acumatica information directly in Teams using the new Acumatica button #Acumatica2021R2 pic.twitter.com/YaLpUd24WN

— Tim Rodman (@TimRodman) September 22, 2021

This concludes Demo 1 portion #Acumatica2021R2 pic.twitter.com/3xYXXrTpja

— Tim Rodman (@TimRodman) September 22, 2021

Now Sean talking with Acumatica customer PXG, a golf company in Scottsdale, AZ #Acumatica2021R2 pic.twitter.com/IWfIfMq5T6

— Tim Rodman (@TimRodman) September 22, 2021

Now Nikki talking details about how they use Acumatica #Acumatica2021R2 pic.twitter.com/R9K9cYyfZl

— Tim Rodman (@TimRodman) September 22, 2021

Nikki says they are planning to move from Acumatica Kits to Acumatica Manufacturing in a few weeks #Acumatica2021R2 pic.twitter.com/QHWlJKer21

— Tim Rodman (@TimRodman) September 22, 2021

Now back to Demo 2 #Acumatica2021R2 pic.twitter.com/NhU3SqjobT

— Tim Rodman (@TimRodman) September 22, 2021

This will be a multiple base currencies example #Acumatica2021R2 pic.twitter.com/CEt3Q6SNy5

— Tim Rodman (@TimRodman) September 22, 2021

Canadian company ordering from sister company PRODRETAIL. Currency is CAD, Base Currency of Canadian company. #Acumatica2021R2 pic.twitter.com/eOyGBW7jXS

— Tim Rodman (@TimRodman) September 22, 2021

Sales Order gets generated from Canadian Company on Purchase Order so US company doesn't have to create the Sales Order manually #Acumatica2021R2 pic.twitter.com/9zLt1S2qQk

— Tim Rodman (@TimRodman) September 22, 2021

US company creates the AP Bill for the Canadian company using this screen. #Acumatica2021R2 pic.twitter.com/XEBtqN17TV

— Tim Rodman (@TimRodman) September 22, 2021

Canadian company uses the same screen to generate the PO Receipt #Acumatica2021R2 pic.twitter.com/wK6plwGslb

— Tim Rodman (@TimRodman) September 22, 2021

Now with multiple base currencies in the same Tenant, the financial reports can report on multiple currencies across companies with different base currencies. #Acumatica2021R2 pic.twitter.com/m6UVZvmXEJ

— Tim Rodman (@TimRodman) September 22, 2021

French Canadian available as a language now in #Acumatica2021R2, continuing the international push. pic.twitter.com/fxX7XE1aAj

— Tim Rodman (@TimRodman) September 22, 2021

Now for Workflow Engine where Doug introduced a Receipt Inspect step #Acumatica2021R2 pic.twitter.com/bzcii3xP0d

— Tim Rodman (@TimRodman) September 22, 2021

Jessica now experiences the INSPECT step on the top of the Purchase Receipt which gives here the option for FAIL or PASS. She clicked FAIL and now the Status is Failed. #Acumatica2021R2 pic.twitter.com/z0m4tVx3xI

— Tim Rodman (@TimRodman) September 22, 2021

Now you can create CRM Task from a Business Event. They used that here to automatically add a Task to the Purchase Receipt. #Acumatica2021R2 pic.twitter.com/QmO3i1Pkj1

— Tim Rodman (@TimRodman) September 22, 2021

Jessica went back through the process and did PASS the second time around after reviewing the assigned Task. #Acumatica2021R2 pic.twitter.com/jyvjoiOdNj

— Tim Rodman (@TimRodman) September 22, 2021

Now for Generic Inquiries. Doug talking about the ADD RELATED TABLE button which already existed prior to #Acumatica2021R2 pic.twitter.com/bTyDtkXftl

— Tim Rodman (@TimRodman) September 22, 2021

Now you can click on a DAC in a Generic Inquiry to go straight to the new DAC Schema Browser! #Acumatica2021R2 pic.twitter.com/RNyV2uzpp5

— Tim Rodman (@TimRodman) September 22, 2021

Now @JessicAcumatica to talk about enhancements to AP Document Recognition in #Acumatica2021R2 pic.twitter.com/6q1vtVWSaT

— Tim Rodman (@TimRodman) September 22, 2021

The first enhancement was to greatly improve the speed when the artificial intelligence runs #Acumatica2021R2 pic.twitter.com/IWPfuZQydL

— Tim Rodman (@TimRodman) September 22, 2021

You can even have the engine recognize images and attach them to a Business Account for example. #Acumatica2021R2 pic.twitter.com/LNeE2ltUmY

— Tim Rodman (@TimRodman) September 22, 2021

Multiple page recognition now available and new MAPPING OPTIONS button allows you to modify how the mapping happens. Very interesting! #Acumatica2021R2 pic.twitter.com/lGhAUIQGKX

— Tim Rodman (@TimRodman) September 22, 2021

Now done with the demos #Acumatica2021R2 pic.twitter.com/P0Y4Hd5Vy5

— Tim Rodman (@TimRodman) September 22, 2021

Back to @Jon_Roskill to wrap things up #Acumatica2021R2 pic.twitter.com/bRT7OZ9GQB

— Tim Rodman (@TimRodman) September 22, 2021

Marianne talking about the Sneaky Big studio that Acumatica recorded in today. Apparently the entire background was virtual. They created it in a virtual environment, the lighting, everything. Very cool. #Acumatica2021R2 pic.twitter.com/Vr1Eh5uXtp

— Tim Rodman (@TimRodman) September 22, 2021

That concludes the #Acumatica2021R2 virtual launch pic.twitter.com/BUPXYKB1iK

— Tim Rodman (@TimRodman) September 22, 2021

I'm attending the Distribution Edition breakout #Acumatica2021R2 pic.twitter.com/q9nVmVtxgg

— Tim Rodman (@TimRodman) September 22, 2021

Here's the agenda #Acumatica2021R2 pic.twitter.com/fWzWbMQDW7

— Tim Rodman (@TimRodman) September 22, 2021

Overview of Distribution Edition #Acumatica2021R2 pic.twitter.com/LE5keUxjl7

— Tim Rodman (@TimRodman) September 22, 2021

Sounds like this session was pre-recorded which I think was a good idea. It starts when you enter the virtual room, even if you are late. It also allows the presenter to answer questions in the chat during the presentation. #Acumatica2021R2 pic.twitter.com/9q4O22IGXK

— Tim Rodman (@TimRodman) September 22, 2021

Still on PowerPoint, hopefully not for much longer #Acumatica2021R2 pic.twitter.com/gSIV17eEpR

— Tim Rodman (@TimRodman) September 22, 2021

Here are a few Acumatica Distribution customers #Acumatica2021R2 pic.twitter.com/dPPO2zNv0h

— Tim Rodman (@TimRodman) September 22, 2021

OFSi Lot Attributes customization mentioned. That customization is now available for free on GitHub here: https://t.co/vKDceNHci0 #Acumatica2021R2 pic.twitter.com/O68rmRF4UO

— Tim Rodman (@TimRodman) September 22, 2021

Global Beauty Care built a container management solution #Acumatica2021R2 pic.twitter.com/FIE3U6LNUo

— Tim Rodman (@TimRodman) September 22, 2021

Bluefin uses an "ocean" warehouse #Acumatica2021R2 pic.twitter.com/KrS50Atana

— Tim Rodman (@TimRodman) September 22, 2021

Ink uses the printshop application from @InfoSourcing #Acumatica2021R2

— Tim Rodman (@TimRodman) September 22, 2021

Finally, a demo. Goodbye PowerPoint #Acumatica2021R2 pic.twitter.com/vgYUHwn0kj

— Tim Rodman (@TimRodman) September 22, 2021

Spoke too soon. More slides. #Acumatica2021R2 pic.twitter.com/lr2dK52KgK

— Tim Rodman (@TimRodman) September 22, 2021

Entering the Order using Related Items for out-of-stock Item. The Item Rank is displayed in the pop-up. #Acumatica2021R2 pic.twitter.com/a7Xxv34Csm

— Tim Rodman (@TimRodman) September 22, 2021

Cross-Sell items can then have Cross-Sell items so you can keep going down the chain of possibilities #Acumatica2021R2 pic.twitter.com/l3O7gPlFAR

— Tim Rodman (@TimRodman) September 22, 2021

Lower Price Credit Memo can partially refund the credit card right from the screen. #Acumatica2021R2 pic.twitter.com/OWwnCaBtB9

— Tim Rodman (@TimRodman) September 22, 2021

Creating the Purchase Order directly from the Sales Order #Acumatica2021R2 pic.twitter.com/gpeiE49S6X

— Tim Rodman (@TimRodman) September 22, 2021

Entering Purchase Receipt #Acumatica2021R2 pic.twitter.com/ySmAm72syl

— Tim Rodman (@TimRodman) September 22, 2021

Nice! Showing a new screen that allows you to see the documents that make-up the balance in the Purchase Accrual account. #Acumatica2021R2 pic.twitter.com/lhxKjvfzIJ

— Tim Rodman (@TimRodman) September 22, 2021

Now for a Warehouse portion of the demo #Acumatica2021R2 pic.twitter.com/6yFMc0ai7Z

— Tim Rodman (@TimRodman) September 22, 2021

Processing the Order and creating Pick Lists #Acumatica2021R2 pic.twitter.com/y7SFWT92BY

— Tim Rodman (@TimRodman) September 22, 2021

The stared screens are new! #Acumatica2021R2 pic.twitter.com/UjUCHFdOdb

— Tim Rodman (@TimRodman) September 22, 2021

This is what you can do in the Manage Picking Queue screen #Acumatica2021R2 pic.twitter.com/oaNzw5sLlS

— Tim Rodman (@TimRodman) September 22, 2021

And here is the Picking Queue screen #Acumatica2021R2 pic.twitter.com/y4Wsj8rZyt

— Tim Rodman (@TimRodman) September 22, 2021

The idea of the START WATCHING button is to be able to cast this to a screen in the warehouse to see real-time updates without having to refresh the browser window. #Acumatica2021R2 pic.twitter.com/jI3JURP4D4

— Tim Rodman (@TimRodman) September 22, 2021

Using Directed Picking logic that assigns Pick Lists based on logic that includes priorities and your warehouse location to give you a Pick List. The Actual Picker field updated in real-time to PeterPiper "picker" ๐Ÿ™‚ #Acumatica2021R2 pic.twitter.com/SDtJiVi3XX

— Tim Rodman (@TimRodman) September 22, 2021

Picking Started field updates in real-time as soon as the picking begins. When it finishes, the Pick List disappears (2nd screenshot). #Acumatica2021R2 pic.twitter.com/37vbVb3ZMj

— Tim Rodman (@TimRodman) September 22, 2021

Additional features include Multiple Base Currencies, but the Distribution Multiple Base Currencies functionality is only available as controlled release so contact Acumatica if you're interested. #Acumatica2021R2 pic.twitter.com/wGXKnBUjIZ

— Tim Rodman (@TimRodman) September 22, 2021

Project Inventory is covered in Construction break-out session. #Acumatica2021R2 pic.twitter.com/nvFotKTSZZ

— Tim Rodman (@TimRodman) September 22, 2021
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Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica 2021 R2, Acumatica Blog, Acumatica Learning, Acumatica Roadshow 2021, Acumatica Training

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