Here is real life scenario, customer keys in sales quote with close 100+ line items and feels good about the quote sends it out to his customer for approval and it takes few days before they get back and now for whatever the reasons they want to change the customer on that quote to another customer (the final one). How do we change customer ID on an existing quote/order in Acumatica 4.2? You might think I may have to re-key the entire quote/order with 100+ line items since there is no option or feature to change the customer id on an existing quote/order. This thought might force you to re-key entire order with 100+ line items and that might take 30 minutes or more? Is there a better way to do this in Acumatica Cloud ERP? Hmm scratching our head, we get to work to see if we can provide solution out of the box without any customizations, remember customers don't like when you say customization and it's going to cost blah blah ... Try #1: We tried to copy and paste f...

THE biggest topic in enterprise world is not about BIG DATA, it's more than that "Is your Data Secured?" In next few years more and more Companies will move their data to Cloud and statistics shows that, if you are not sure then you should read Gartner reports. If you consider to move you would be thinking of data security and how to protect from intruders who are snatching your credit card information or customer information from fortune 500 companies with security breach that we read every month. Let's say you decide to host your Enterprise ERP OnCloud what kind of security would you look for? Below are few security measures to count on preventing data theft or intrusion Security level 1. Secure website SSL (https mode), pretty basic 2. User accounts /authentication / authorization / passwords policies / roles and membership 3. Entity level restriction groups 4. Active Directory integration - User management and Company policies 5. Key sensitive data...

The future looks bright, automation is key to success in any business, take automobiles the latest trend will be driverless cars, we could call this new feature autonomous cars, robotic cars, drone cars - call them what you will, but the self-driving car is coming to a showroom near you. With automation happening rapidly, your ERP software needs to evolve and automate so business can operate much more efficient, reduce cost, improve operations and change to demand, so we all can enjoy a safe ride and spend good time while we are on the road. Acumatica offers those remarkable automation in their new version 4.11 thus allowing to save more time and get things done. Integrated Marketing - With single click you can now accept leads from website directly into your ERP system and automate the entire process of acquiring customers CRM - Record activities, tasks, quote, orders across life cycle of customer management Automate import scenarios and import/export data for third party ...

Evolution of Enterprise Resource Planning (ERP) for small and medium business  made its way way back in 1980 and evolved in business practice and flow of information. ERP software's was backbone for top 500 companies to run their business operations and was powered by SAP, Oracle and other software giants. However the term ERP for SMB has evolved last 40 yrs for business operating in this sector and the below image represents the evolution path. 1980 - Character based ERP were introduced which had capabilities to record transactions with low processing power computers and was written with programming languages such as FORTRAN, COBOL and others 1990 - Client Server technology , with rapid growth of computers across organization Novel Network gained momentum allowing computers to networked easily and that led to growth of ERP across network, software's were written in Foxpro, Visual Basic, Java and other technologies which has user interface designs. 2000 - Remot...

What is Cloud ERP? Cloud ERP is the newest way to access your Enterprise Resource Planning (ERP) over internet, allowing you to scale your traditional software business with help of Cloud computing platform and technology that allows business to be more flexible in their transformation. ERP for Small and medium business meant they had the capability to integrate their business operations of selling, purchasing, inventory management, warehouse, customer relationship all within same umbrella and be able to compete with big companies. Small and Medium business were limited to what they could purchase in terms of license from ERP vendors, they could only purchase few blocks of user licensing and as their Company grows they could add more users, they would purchase more based on their business growth. As we evolved with internet technologies Cloud computing has become eminent and more Companies have started to roll out their version of the software as a service instead of traditio...