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Acumatica 2020 R2 Virtual Launch Event

September 16, 2020 by Tim Rodman

Here are my notes from the Acumatica 2020 R2 Virtual Launch Event on September 16, 2020 showing the new features in Acumatica 2020 R2.

Acumatica 2020 R2 Virtual Launch Event

Last year, the Acumatica 2019 R2 Roadshow events took place in 11 cities across the United States. That was the 3rd year in a row that Acumatica did Fall roadshow events across the country.

This year, thanks to COVID, we had 1 Acumatica 2020 R2 Virtual Launch Event Webinar. Not quite the same, but better than nothing. And I appreciate Acumatica doing their best to provide us with some consistency, even in the midst of a pandemic.

Click here to watch a recording of the Acumatica 2020 R2 Virtual Launch Event Webinar

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 Complaints

Before I get into my notes from this year, I have a few complaints that I would like to register officially on the internet via this meager blog post:

1. I logged into the webinar a few minutes early, but it seemed like the event had already started. Sean Chatterjee was on the screen saying the word “excited” a bunch of times. I thought maybe I put the wrong time on my calendar, but eventually I realized that Sean was just doing a “pre-game” of sorts. A “pre-game” is fine for the Super Bowl because people expect it, but I thought it was weird for a Webinar. Continuing the Super Bowl analogy, it felt a little like a user car commercial, that last “local programming” commercial before the Super Bowl million dollar commercials kick in. It felt weird and left me feeling like I missed something and needed to catch-up.

2. The event seemed like a combination of recorded segments and live segments. I think that because the transitions were choppy. It felt like we were getting handed off from a recorded person to a live person and back to a recorded person. The recorded segments of Jon Roskill giving aviation history lessons would have been cool if the transitions were better. Instead, it felt like I was watching TV with someone who is constantly changing the channel.

3. The five key announcements got buried. Sean barely mentioned the new Acumatica Community website (click here) at the very end of the pre-game and, even then, it was very rushed, crammed in right before the official event started. At the end of the official event, Ali Jani seemed like he was running out of time when he uttered an “and wait, there’s more” line (insert used car commercial analogy again here) as he crammed the 4 big announcements into the last 26 seconds of his last segment. I barely saw the slide with the 4 big announcements and had no time to digest what he had just said before someone “changed the channel” back to the History Channel with Jon Roskill ๐Ÿ™‚

I’m mainly jotting down my complaints in case Acumatica Summit 2021 winds up being virtual as well and lessons can be learned from this Acumatica 2020 R2 Virtual Launch Event Webinar. If anyone from Acumatica is reading this, please don’t combine live and recorded content in the future. It was weird. At least that’s my opinion.

Overall, I would love to see more interactivity in the next virtual event. As Jon Reed puts it, interactivity > entertainment (click here).

To be fair, COVID has left everyone scrambling for a new sense of normal. Props to everyone at Acumatica for giving it their best shot rather than giving up and canceling the event altogether.

The Big Announcements

I’m reproducing Ali Jani’s big announcements here in text and with a screenshot of the slide here so you can have time to digest it:

1. Electronic Bank and Credit Card Transaction Feeds. Easily connect your bank accounts to Acumatica! Over 11,000 financial institutions supported.

2. Advanced Expense Management. Automate Expense Receipt creation from bank feeds when corporate credit cards are used.

3. Acumatica Point of Sale. Manage over-the-counter retail sales for all your retail locations in real-time!

4. Quality Management. Drive higher customer satisfaction by delivering higher quality products, all while meeting compliance standards.

Acumatica 2020 R2 Virtual Launch Event

The Unmentioned Announcements

If this was an event for another ERP product, these things would have made it into the official event. But Acumatica just has too many cool new things to talk about so these things didn’t make the cut.

First, I already mentioned the new Acumatica Community website (click here) above, but I’m mentioning it again here. It looks pretty good, but we’ll see how committed Acumatica stays to it over the long term (they already killed off AcumaticaUserGroup.com which they mentioned at Summit 2020).
Click here to read about the differences between the new Acumatica Community website and our independent community here on AUGForums.com

Second, for me personally, the biggest news about Acumatica 2020 R2 is the fact that Construction and Manufacturing are now fully within the Acumatica core product (no more Customization Projects). This announcement got buried. I guess I’m also burying it at the end of this blog post (now I can sympathize with Sean Chatterjee and Ali Jani).

Even in the Acumatica 2020 R2 Release Notes (click here), this HUGE piece of news is buried on page 12 and page 37:

Acumatica 2020 R2 Virtual Launch Event
Acumatica 2020 R2 Virtual Launch Event

Construction was always owned by Acumatica, but it was developed by a separate team in Portland, OR, and that team developed the solution in Customization Projects, just like any other custom solution is built in Acumatica.

Since Customization Projects are first-class citizens in the Acumatica framework, the end user doesn’t know the difference, but this Construction approach mattered from a sustainability standpoint because Acumatica essentially “forked” the code. The longer you let “forked” code run, the harder it is to bring it into the core.

Any other ERP company wouldn’t care about “forked” code. They are accustomed to dealing with disparate products because that’s all they know. But Acumatica is a product engineering company. So they took the time to do the right thing and bring Construction into the core.

Similar story with Manufacturing, except that Acumatica just acquired Manufacturing in January, the weekend before Summit 2020. For Manufacturing to already be included in the core Acumatica product, 8 months after it was acquired, is downright incredible.

Contrast this approach with Sage. When Sage acquires a product, it lives “in orbit” forever. It never gets combined into the other Sage products in the code. It only gets integrated into the Sage brand in marketing campaigns.

That Construction and Manufacturing are now included in core Acumatica 2020 R2 code is HUGE to me. It’s the biggest news of 2020 R2 in my opinion. Now all I need to do is check a box to turn on the functionality. I don’t have to worry about customized reports getting wiped out by upgrades. I don’t have to deal with separate release cadences. I love it!

My Notes from the Event

I took my notes on Twitter as usual which was a lot easier to do using a computer rather than sitting on the front row using my phone like I normally do. Still, I would prefer an in-person event over the comfort of my home office any day. Hopefully we get to do an in-person event safely in the not-too-distant future.

I have collected all of my tweets from the event together here:

Just logged into the #Acumatica2020R2 Virtual Launch and it looks like it started early. Weird. pic.twitter.com/07ud9iTToI

— Tim Rodman (@TimRodman) September 16, 2020

Sean announces the new Acumatica Community at https://t.co/LfO3hQZlIV #Acumatica2020R2

— Tim Rodman (@TimRodman) September 16, 2020

I guess that was the "pre event". Now starting the official #Acumatica2020R2 Virtual Launch Event. pic.twitter.com/VpKo4NfOOh

— Tim Rodman (@TimRodman) September 16, 2020

An airplane museum in Seattle is where @Jon_Roskill is speaking from today #Acumatica2020R2 pic.twitter.com/dlEvUkvir9

— Tim Rodman (@TimRodman) September 16, 2020

Recap of Summit 2020: JAMS Acquisition, eWorkplace Apps, 6,500+ customers, Acumatica Payroll, and Acumatica 2020 R1 #Acumatica2020R2 pic.twitter.com/9QiZaEGzku

— Tim Rodman (@TimRodman) September 16, 2020

The various #Acumatica2020R2 editions pic.twitter.com/LqvuNllLXN

— Tim Rodman (@TimRodman) September 16, 2020

COVID has made digital transformation a requirement, not a "nice to have" #Acumatica2020R2 pic.twitter.com/HG4RxnRQUo

— Tim Rodman (@TimRodman) September 16, 2020

Prior to COVID, Acumatica already delivered this stuff #Acumatica2020R2 pic.twitter.com/1HR5PFTavX

— Tim Rodman (@TimRodman) September 16, 2020

Acumatica customers telling their stories of accelerating (not contracting) their businesses in response to COVID #Acumatica2020R2 pic.twitter.com/knE6d10QOD

— Tim Rodman (@TimRodman) September 16, 2020

Quick testimonial from Acumatica Customer Penn Air https://t.co/UTuYocERGH #Acumatica2020R2 pic.twitter.com/XF4sDIUaik

— Tim Rodman (@TimRodman) September 16, 2020

Acumatica continues to rack up awards #Acumatica2020R2 pic.twitter.com/APNZv8y8Ne

— Tim Rodman (@TimRodman) September 16, 2020

The Acumatica Customer Bill of Rights continues to guide Acumatica, even during COVID #Acumatica2020R2 pic.twitter.com/YoQo19gm0r

— Tim Rodman (@TimRodman) September 16, 2020

The Acumatica Business Strategy: 1. Listening to Customers, 2. Focused on Industries, 3. Platform-enabled Innovation #Acumatica2020R2 pic.twitter.com/lECpdZol0G

— Tim Rodman (@TimRodman) September 16, 2020

Acumatica is a technology company. Not technology for technology sake, but only when it can be applied to the business pragmatically. #Acumatica2020R2 pic.twitter.com/Byh1ZsY14O

— Tim Rodman (@TimRodman) September 16, 2020

Now over 200 ISVs that have built products on the Acumatica Platform. Just a part of the strong Acumatica Partner Ecosystem. #Acumatica2020R2 pic.twitter.com/mZ4FIvqW6L

— Tim Rodman (@TimRodman) September 16, 2020

Acumatica Summit 2021 has moved from January 2021 to May 2021 at the Wynn in Las Vegas. Lots of COVID safety measures being implemented. #Acumatica2020R2 pic.twitter.com/sFl8SHjLiF

— Tim Rodman (@TimRodman) September 16, 2020

Now Ali Jani talking about how the Acumatica development team shifted to working fully remotely because of COVID to still deliver #Acumatica2020R2 on time. pic.twitter.com/NmfrDs8BLh

— Tim Rodman (@TimRodman) September 16, 2020

Now jumping right into #Acumatica2020R2 pic.twitter.com/FY8FWHCyn8

— Tim Rodman (@TimRodman) September 16, 2020

This is #Acumatica2020R2 pic.twitter.com/2OtBc0Hwip

— Tim Rodman (@TimRodman) September 16, 2020

Some of the #Acumatica2020R2 highlights pic.twitter.com/CYqheFzhiV

— Tim Rodman (@TimRodman) September 16, 2020

Now @WebBased to demo from an empty office ๐Ÿ™‚ #Acumatica2020R2 pic.twitter.com/Y84Mqk5jPl

— Tim Rodman (@TimRodman) September 16, 2020

Our #Acumatica2020R2 Demo Agenda pic.twitter.com/yFkTUZjACV

— Tim Rodman (@TimRodman) September 16, 2020

Yep, every demo must start with a Dashboard ๐Ÿ™‚ #Acumatica2020R2 pic.twitter.com/OwvsWqrNgp

— Tim Rodman (@TimRodman) September 16, 2020

Doug and Jessica demoing from two locations #Acumatica2020R2 pic.twitter.com/5YcmPElvye

— Tim Rodman (@TimRodman) September 16, 2020

The ADDRESS LOOKUP button is new in #Acumatica2020R2 pic.twitter.com/zlGhWeTzCi

— Tim Rodman (@TimRodman) September 16, 2020

New Recently Viewed icon to go back to recently accessed stuff, broken down by category #Acumatica2020R2 pic.twitter.com/Kb6aV01CDe

— Tim Rodman (@TimRodman) September 16, 2020

Notifications now fully replaced with Business Events. Nice! #Acumatica2020R2 pic.twitter.com/x7ToOEXa39

— Tim Rodman (@TimRodman) September 16, 2020

Enhancement to Generic Inquiries: ADD RELATED TABLE button #Acumatica2020R2 pic.twitter.com/2cB0PpJ8CI

— Tim Rodman (@TimRodman) September 16, 2020

Now @WebBased is actually adding columns to the RESULTS GRID tab of a Generic Inquiry. You'll only see this in a geeky Acumatica demo. Not afraid to get under the hood. #Acumatica2020R2 pic.twitter.com/TI7B5aTmXq

— Tim Rodman (@TimRodman) September 16, 2020

There is a new Preview icon in Generic Inquiries #Acumatica2020R2 pic.twitter.com/LIN2ozDUDb

— Tim Rodman (@TimRodman) September 16, 2020

Here's a customer that has an Acumatica Dashboard displayed in their warehouse #Acumatica2020R2 pic.twitter.com/4QjJ1rsD0G

— Tim Rodman (@TimRodman) September 16, 2020

Some of the #Acumatica2020R2 Themes and Key Features pic.twitter.com/LD1p2cmguU

— Tim Rodman (@TimRodman) September 16, 2020

The strength of a Commerce Enabled ERP #Acumatica2020R2 pic.twitter.com/xEFD77gTex

— Tim Rodman (@TimRodman) September 16, 2020

The official Commerce Edition now includes Shopify in addition to BigCommerce (who recently did an IPO and went public) #Acumatica2020R2 pic.twitter.com/FwhxzqBnJX

— Tim Rodman (@TimRodman) September 16, 2020

Now @WebBased reduced the price on an item "just a smidgen" #Acumatica2020R2 pic.twitter.com/Y3QA0Gtw0v

— Tim Rodman (@TimRodman) September 16, 2020

New ECOMMERCE tab on Stock Items #Acumatica2020R2 pic.twitter.com/KWys3MNY40

— Tim Rodman (@TimRodman) September 16, 2020

Now @JessicAcumatica demoing a Shopify site #Acumatica2020R2 pic.twitter.com/tZXuHzJ7NO

— Tim Rodman (@TimRodman) September 16, 2020

The #Acumatica2020R2 images are automatically displayed on the Shopify site pic.twitter.com/AtGpgBOKd1

— Tim Rodman (@TimRodman) September 16, 2020

Now @WebBased as the Product Manager can see the Shopify Orders on his Acumatica Dashboard #Acumatica2020R2 pic.twitter.com/nTuz1nZtJF

— Tim Rodman (@TimRodman) September 16, 2020

Doug does everything. Now the "Product Manager" just became a "Shipping Clerk" #Acumatica2020R2 pic.twitter.com/KefBw9Ftot

— Tim Rodman (@TimRodman) September 16, 2020

Prepayments can now be required on Sales Orders, especially useful in a B2B environment. Jeff Beck will like this ๐Ÿ™‚ #Acumatica2020R2 pic.twitter.com/AHgjM1NNqL

— Tim Rodman (@TimRodman) September 16, 2020

Now for a demo of a Construction Project with Field Service workflow #Acumatica2020R2 pic.twitter.com/o8bSSeNJ8N

— Tim Rodman (@TimRodman) September 16, 2020

Jessica, as the Project Manager, is using this Generic Inquiry to start #Acumatica2020R2 pic.twitter.com/MBDRCzJsFL

— Tim Rodman (@TimRodman) September 16, 2020

The Staff Calendar Board in the Field Service module #Acumatica2020R2 pic.twitter.com/sWkEmvx9wH

— Tim Rodman (@TimRodman) September 16, 2020

You can now do multi-day appointments in #Acumatica2020R2 pic.twitter.com/sdCucYS4Fa

— Tim Rodman (@TimRodman) September 16, 2020

Doug now working on an Appointment from the Acumatica Mobile App #Acumatica2020R2 pic.twitter.com/M6vGldbwgP

— Tim Rodman (@TimRodman) September 16, 2020

Start Travel, added in 2020 R1, enhanced in #Acumatica2020R2 to be able to Start Travel for an entire crew. pic.twitter.com/aJ3ABT12MV

— Tim Rodman (@TimRodman) September 16, 2020

You can now add an Expense Receipt directly from an Appointment #Acumatica2020R2 pic.twitter.com/7sHdVwEZhJ

— Tim Rodman (@TimRodman) September 16, 2020

Machine Learning recognizes the data on the Expense Receipt #Acumatica2020R2 pic.twitter.com/vSIg5b5RRH

— Tim Rodman (@TimRodman) September 16, 2020

You can now create a Purchase Order directly from the Appointment in #Acumatica2020R2 Mobile App. Pretty cool. pic.twitter.com/0TLsWZ4SvZ

— Tim Rodman (@TimRodman) September 16, 2020

Another look at all of the options available on the Appointment in the Mobile App #Acumatica2020R2 pic.twitter.com/bLta0RLKK5

— Tim Rodman (@TimRodman) September 16, 2020

Now the Project Manager (@JessicAcumatica) reviews the appointment. Sees that it's Paused since Doug is taking a break. Also sees the new items that Doug added in real-time. #Acumatica2020R2 pic.twitter.com/ZyIVRs4Muo

— Tim Rodman (@TimRodman) September 16, 2020

Now Doug finishes his break and resumes the Appointment #Acumatica2020R2 pic.twitter.com/bkOz7xNOSm

— Tim Rodman (@TimRodman) September 16, 2020

The BALANCES tab on the Project shows the additional costs that Doug added in real-time #Acumatica2020R2 pic.twitter.com/QettwhOaiJ

— Tim Rodman (@TimRodman) September 16, 2020

Great team demo by @JessicAcumatica and @WebBased. Now back to @Jon_Roskill #Acumatica2020R2 pic.twitter.com/6iaLgwqx2s

— Tim Rodman (@TimRodman) September 16, 2020

Jon Roskill just gave us a quick history lesson on a Boeing plane #Acumatica2020R2 pic.twitter.com/yjlcpmbdmt

— Tim Rodman (@TimRodman) September 16, 2020

Back to demos. In #Acumatica2020R2 you can have AP Bills and AR Invoices automatically created between Companies/Branches. pic.twitter.com/u6XsAwGuIX

— Tim Rodman (@TimRodman) September 16, 2020

A Branch can been extended to a Customer or Vendor. Using ACTIONS on the Branches screen to Extend to Customer, it took us here: #Acumatica2020R2 pic.twitter.com/0fTQWghWU1

— Tim Rodman (@TimRodman) September 16, 2020

Because the Branch is now Customer, you can have specific branch pricing setup. Very cool. #Acumatica2020R2 pic.twitter.com/4YeNG58kzS

— Tim Rodman (@TimRodman) September 16, 2020

We can generate the AP Bill directly from the AR Invoice manually or use the processing screen to do it automatically #Acumatica2020R2 pic.twitter.com/5yOXQDWPYP

— Tim Rodman (@TimRodman) September 16, 2020

This AP Bill was created with two clicks with the new feature. #Acumatica2020R2 pic.twitter.com/QGV6ShDeHQ

— Tim Rodman (@TimRodman) September 16, 2020

Now talking about Configurable Workflows #Acumatica2020R2 pic.twitter.com/TtGhD3sygh

— Tim Rodman (@TimRodman) September 16, 2020

Workflows can now be configured with a brand-new visualization engine #Acumatica2020R2. This is HUGE! pic.twitter.com/O2NeYblxyt

— Tim Rodman (@TimRodman) September 16, 2020

We're going to use the Workflow Engine to make changes to this Sales Orders screen: Do something with Status and hide VAT Tax fields #Acumatica2020R2 pic.twitter.com/LNkqbulXwF

— Tim Rodman (@TimRodman) September 16, 2020

We make the changes in a Customization Project #Acumatica2020R2 pic.twitter.com/iGhKDKwJH5

— Tim Rodman (@TimRodman) September 16, 2020

This diagram view is the new #Acumatica2020R2 feature pic.twitter.com/y8PLx9v2yT

— Tim Rodman (@TimRodman) September 16, 2020

We can edit the State and default the Status to Hold #Acumatica2020R2 pic.twitter.com/64hNDu3bz8

— Tim Rodman (@TimRodman) September 16, 2020

We can hide fields (VAT in this case) or even make them required #Acumatica2020R2 pic.twitter.com/UL6L330kdC

— Tim Rodman (@TimRodman) September 16, 2020

Now or Sales Orders screen looks like this. Initially the Status is On Hold and the VAT Tax fields are hidden. Hiding fields so easily is HUGE! #Acumatica2020R2 pic.twitter.com/M0JacVaCS3

— Tim Rodman (@TimRodman) September 16, 2020

Now talking about Machine Learning and AP Automation #Acumatica2020R2 pic.twitter.com/BEF2wrFi4y

— Tim Rodman (@TimRodman) September 16, 2020

The Bill Entry process is even easier in #Acumatica2020R2 pic.twitter.com/X5FHS4Jcxc

— Tim Rodman (@TimRodman) September 16, 2020

You can now take attachments in an email and submit them to the recognition engine #Acumatica2020R2 pic.twitter.com/jxaDr3NLiw

— Tim Rodman (@TimRodman) September 16, 2020

We can select 1 or multiple documents #Acumatica2020R2 pic.twitter.com/cBdAc5fHJC

— Tim Rodman (@TimRodman) September 16, 2020

Then we can view the document in the Incoming Documents screen in #Acumatica2020R2 pic.twitter.com/FhckoHbHji

— Tim Rodman (@TimRodman) September 16, 2020

Vendor wasn't captured by the machine learning so @JessicAcumatica added it manually by clicking it #Acumatica2020R2 pic.twitter.com/0tihyqlNOQ

— Tim Rodman (@TimRodman) September 16, 2020

Not only the header fields, but also the line fields were added by the machine learning algorithm #Acumatica2020R2 pic.twitter.com/QZYwMhvSAo

— Tim Rodman (@TimRodman) September 16, 2020

Now AP Automation with a paper AP Bill. Just drag the document onto the screen. #Acumatica2020R2 pic.twitter.com/Pjgi9kHBxA

— Tim Rodman (@TimRodman) September 16, 2020

Lots of new features in #Acumatica2020R2. Some of the stuff that we didn't have time to look at: pic.twitter.com/KppZtghX29

— Tim Rodman (@TimRodman) September 16, 2020

Ali Jani is excited about all of the new features: "But wait, there's more" #Acumatica2020R2 pic.twitter.com/YuGDe8vbTe

— Tim Rodman (@TimRodman) September 16, 2020

Now @Jon_Roskill talking about planes again. Jon's leadership is what has taken Acumatica into the clouds. #Acumatica2020R2 pic.twitter.com/hvHsptseQJ

— Tim Rodman (@TimRodman) September 16, 2020

We get to choose between these breakout sessions: #Acumatica2020R2 pic.twitter.com/C1DtOkcl3S

— Tim Rodman (@TimRodman) September 16, 2020

I'm attending the Additional 2020 R2 Demonstrations break out. Clicking a button is convenient, but nothing like the experience of walking out of a room full of people into a small breakout room. #Acumatica2020R2 pic.twitter.com/Lva4IEc7iJ

— Tim Rodman (@TimRodman) September 16, 2020

For those of you like me who are missing the experience of physically transitioning to a breakout room after being in keynote with a few thousand people, this is for you: https://t.co/1gPPp33ue4 #Acumatica2020R2

— Tim Rodman (@TimRodman) September 16, 2020

This is what my breakout room looks like: #Acumatica2020R2 pic.twitter.com/NSWcWouFTf

— Tim Rodman (@TimRodman) September 16, 2020

Here is our Agenda #Acumatica2020R2 pic.twitter.com/Nth9ePX8XA

— Tim Rodman (@TimRodman) September 16, 2020

You can now pin Sales Activities in CRM on Cases, Opportunities, and Leads #Acumatica2020R2 pic.twitter.com/g9yOGR36ps

— Tim Rodman (@TimRodman) September 16, 2020

There are some additional predefined User Roles which I personally think are mainly for demos, not the real world. #Acumatica2020R2 pic.twitter.com/OgINhNkzGx

— Tim Rodman (@TimRodman) September 16, 2020

The AP Aging report has been improved #Acumatica2020R2 pic.twitter.com/3LMfsiXBcC

— Tim Rodman (@TimRodman) September 16, 2020

Customers can now be associated with a Branch or Company so they are only available within that Branch or Company. #Acumatica2020R2 pic.twitter.com/Pl8e5HCP1o

— Tim Rodman (@TimRodman) September 16, 2020

Phew, we get to do demos. For a few minutes there, I thought we were only going to see slides. #Acumatica2020R2 pic.twitter.com/uelaak27wC

— Tim Rodman (@TimRodman) September 16, 2020

Looking at the AP Aging report again. The Age as of Date now filters the documents on the report. Acumatica should have done this a long time ago in my opinion. Glad to see it finally included in #Acumatica2020R2 pic.twitter.com/PhdIw2pS9I

— Tim Rodman (@TimRodman) September 16, 2020

Here's the new Restrict Visibility To field on the Customer which restricts which Companies / Branches the Customer will be available to. #Acumatica2020R2 pic.twitter.com/4l8KY0JMYC

— Tim Rodman (@TimRodman) September 16, 2020

More slides. The new Workflow Engine has made its way into the Sales Orders module. #Acumatica2020R2 pic.twitter.com/JFQmuUDTGY

— Tim Rodman (@TimRodman) September 16, 2020

The PAYMENTS SETTINGS tab on the Sales Orders screen has been moved to the FINANCIAL SETTINGS tab #Acumatica2020R2 pic.twitter.com/MDwvNDY886

— Tim Rodman (@TimRodman) September 16, 2020

This new Prepayment Required functionality is tied to Credit Terms. I really like this. #Acumatica2020R2 pic.twitter.com/7nDDpqDEEO

— Tim Rodman (@TimRodman) September 16, 2020

Prepayments on Sales Orders have changed quite a bit. I'm looking forward to seeing this. #Acumatica2020R2 pic.twitter.com/ISY75FOd3P

— Tim Rodman (@TimRodman) September 16, 2020

Even Credit Card authorizations are also now done using this new workflow #Acumatica2020R2 pic.twitter.com/Sq4q44FOmb

— Tim Rodman (@TimRodman) September 16, 2020

AP Bills now have a warning in the 3-way match, not just on Purchase Receipt like in prior versions #Acumatica2020R2 pic.twitter.com/U5GGpDcrMs

— Tim Rodman (@TimRodman) September 16, 2020

Ah, finally! The AP Bill will look back to the Purchase Receipt, not the Purchase Order, when calculating Purchase Price Variance. #Acumatica2020R2 pic.twitter.com/yXn9cz0iCm

— Tim Rodman (@TimRodman) September 16, 2020

Now for a demo. CONFIRM SHIPMENT and PREPARE INVOICE buttons are now. Don't have to click on ACTIONS anymore. The buttons display based on the Status of the Shipment. #Acumatica2020R2 pic.twitter.com/uxrmlMySzZ

— Tim Rodman (@TimRodman) September 16, 2020

Here's the new FINANCIAL SETTINGS tab on the Sales Orders screen #Acumatica2020R2 pic.twitter.com/5c5lNybnSb

— Tim Rodman (@TimRodman) September 16, 2020

Sales Order Prepayments can be required on the Credit Terms screen #Acumatica2020R2 pic.twitter.com/u6DKBrzFVV

— Tim Rodman (@TimRodman) September 16, 2020

The Status of Awaiting Payment is new in #Acumatica2020R2 pic.twitter.com/aOMONH5Acz

— Tim Rodman (@TimRodman) September 16, 2020

The CREATE PREPAYMENT button used to pop open the actual Payments screen that you needed access to. Now the popup is specific to the Sales Orders screen security. It still creates the Payment record like it did before. #Acumatica2020R2 pic.twitter.com/gZYjIdIRnP

— Tim Rodman (@TimRodman) September 16, 2020

Credit Card payments now displayed on the PAYMENTS tab as well. Much nicer. #Acumatica2020R2 pic.twitter.com/osyIqEsV89

— Tim Rodman (@TimRodman) September 16, 2020

The new three-way match validation field is on the Purchase Orders Preferences screen. #Acumatica2020R2 pic.twitter.com/OFMg5ixmtO

— Tim Rodman (@TimRodman) September 16, 2020

This is the warning that we get on the AP Bill. It would be nice to have an Error message option also. #Acumatica2020R2 pic.twitter.com/VBp4PnAYeA

— Tim Rodman (@TimRodman) September 16, 2020

9/23 is the targeted official release date of #Acumatica2020R2 pic.twitter.com/Y2TYnyRYSq

— Tim Rodman (@TimRodman) September 16, 2020

That does it for the #Acumatica2020R2 Virtual Launch Event pic.twitter.com/nJENa8BjAr

— Tim Rodman (@TimRodman) September 16, 2020

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica 2020 R2, Acumatica Blog, Acumatica Learning, Acumatica Roadshow 2020, Acumatica Training

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