Polaris Business Solutions

Types of Manufacturing Suited for Acumatica

Every manufacturer has a different way of creating its products. Acumatica’s Manufacturing Edition can support many different types of production methods. Below finds a list of the types of production methods that Acumatica supports.


Acumatica’s Manufacturing Module

The manufacturing module within Acumatica is designed to help organizations streamline and optimize their manufacturing processes. Many of the features needed to run a successful manufacturing company are all in one system with Acumatica. Here are some key features and functionalities often associated with Acumatica’s manufacturing module:

  • Bill of Materials (BOM) Management: The module allows you to create and manage bills of materials, which are detailed lists of components, subassemblies, and raw materials required to produce a finished product. This helps in understanding the structure of products and their associated costs.
  • Work Order Management: Acumatica’s manufacturing module typically includes tools for creating and managing work orders. Work orders define the tasks, processes, and resources required to manufacture a product. This can help in tracking the progress of production and managing resources efficiently.
  • Production Scheduling: Manufacturing often involves complex scheduling to ensure that resources (such as equipment and labor) are allocated optimally. The module may include features for visual production scheduling, allowing you to plan and adjust production timelines.
  • Material Requirements Planning (MRP): MRP functionality helps in determining the materials needed for production based on factors like demand, lead times, and inventory levels. This can assist in avoiding shortages or overstock situations.

If you are a manufacturing business looking to streamline your business processes, please reach out to Polaris Business Solutions. We would love to show you a demo of Acumatica. Email info@polaris-buisness.com for more information.

Acumatica CRM Module

Acumatica CRM is fully embedded into Acumatica’s financial modules. Here are some key features and functionalities typically associated with Acumatica’s CRM module:

  • Contact Management: Acumatica CRM allows you to store and manage detailed information about your contacts, including customers, leads, and prospects. This information can include contact details, communication history, and relevant notes.
  • Sales Automation: You can use Acumatica CRM to automate various aspects of the sales process, such as lead assignment, opportunity management, and sales forecasting. It helps streamline your sales efforts and provides visibility into the sales pipeline.
  • Marketing Campaigns: The CRM module enables you to plan, execute, and track marketing campaigns. You can segment your customer and prospect lists, send email campaigns, and analyze campaign performance to improve your marketing strategies.
  • Customer Support and Service: Acumatica CRM often includes features for managing customer support and service requests. This can involve case management to assist customer service teams in providing timely and effective support.
  • Integration: Acumatica’s CRM module is designed to seamlessly integrate with other modules within the Acumatica ERP system, such as financials, inventory management, and order processing. This integration ensures that data is shared across your organization, reducing redundancy and improving efficiency.
  • Mobile Access: Many modern CRM solutions, including Acumatica, offer mobile apps or mobile-friendly interfaces, allowing your sales and support teams to access CRM data and perform tasks while on the go.
  • Analytics and Reporting: Acumatica CRM typically provides reporting and analytics tools that allow you to track and measure various aspects of your customer interactions, sales performance, and marketing campaigns.
  • Customization: Acumatica CRM is often highly customizable, allowing businesses to tailor the system to their specific needs. You can create custom fields, workflows, and forms to match your unique business processes.
  • Security: Data security is a critical aspect of CRM systems. Acumatica typically offers security features, role-based access controls, and data encryption to protect sensitive customer information.
  • Scalability: Acumatica is designed to scale with your business as it grows, making it suitable for both small and large enterprises.


Is your business interested in a fully integrated customer relationship management system? Please reach out to Polaris Business Solutions for more information; info@polaris-business.com. We would love to show you a full demo of Acumatica and how the modules are fully integrated.

AcuLoan Integration with Acumatica

AcuLoan for Acumatica refers to a loan management solution specifically designed to integrate with the Acumatica enterprise resource planning (ERP) system. Acumatica is a cloud-based ERP platform that provides businesses with comprehensive financial, operational, and customer management capabilities.


Life Cycle of a Loan in AcuLoan

The all-in-one loan management tool built for Acumatica has several components that make it a great fit for many different types of loans for companies in various industries. AcuLoan is built to serve both debtor and creditor types of loans making it a versatile loan management tool seamlessly integrated into Acumatica.

The life cycle of a loan is completely managed within the AcuLoan system. The loan is first entered into the system as a loan account with the “applied for” status. Users then leverage the Acumatica CRM system to assess the application and any documentation associated with the loan. Loans are then approved within the system and users make the payment within AcuLoan. All contact information for the loan account is held in the system for an easy user experience.

The all-in-one tool that Acumatica has for managing loan accounts makes it easy to see all information related to the loan and see how this information ties to accounting details. There is no longer a need for both a loan management program and an accounting program.

If you think your company could benefit from a single system to manage your loan accounts, contact Polaris Business Solutions for a demonstration of AcuLoan. Please email info@polaris-business.com.

Creating a Report in AcuLoan

Like Acumatica, AcuLoan has several built-in reporting features that come out of the box. Reporting is essential to the management of loans and many of the reports in AcuLoan show vital information for keeping loans up-to-date, payments processed, and ensuring loans are transacting in the proper way. Some of the reports that are included with AcuLoan are the loan summary, loan schedule, and transaction history report. Above is a full view of the inquiries and reports available in the AcuLoan workspace.

These reports are run in the same way Acumatica reports are run. For example, below you read the steps on how a user can create a report in AcuLoan.

  1. Users will select the report or inquiry they choose to run. In this example, we will take a look at the Age Analysis Inquiry.

2. Once this loads on the screen, users will select the parameters for running the report.

3. Some of these selections in the header could include branch, loan type, payment frequency, dates, report group or sub group.

4. After selecting the necessary parameters, users will run the report.

5. This will populate on the screen information for users to analyze.

Information in AcuLoan is updated in the same way Acumatica is updated. Real-time data in taken into account when reports are processed throughout the system. Reports and inquiries throughout both Acumatica and AcuLoan can be exported to Excel for further manipulation. Running reports in AcuLoan is a simple, single-system process. Users of AcuLoan access reports from one screen without having to leave Acumatica, this is a great benefit of the AcuLoan integration with Acumatica.

If you think your loan management process could benefit from an integrated reporting process, please reach out to Polaris Business Solutions. We would love to show you a full demo of AcuLoan and all of its great features; aculoan@polaris-business.com.

The Acumatica Framework

Acumatica’s future-proof platform is built on modern and flexible technology that allows it to adapt and evolve with changing business requirements. Some key features that make Acumatica’s platform future-proof include:


2023 R1 – Finance; Additional Updates

With the release of Acumatica 2023 R1, there have been several improvements to different financial management processes, and a few new improvements. See below for an overview of these updates and improvements:


2023 R1 – Delegation and Reassignment of Approvals

23R1 Approvals 1

Starting with the release of 2023 R1, users of Acumatica have the ability to reassign the request for approvals and have the ability to delegate approvals to other users. This allows companies to run smoothly, even when necessary approvers are out of the office. When original approvers are unable to approve a request, a new approver can be assigned for a temporary amount of time to create an exception to the typical workflow, the existing approval maps do not need to be updated. See below for some examples of how this works.


Acumatica Reporting Function:


Acumatica’s reporting functionality is extremely robust and accesses the raw data in the system. It provides users several tools to create, manage, and distribute reports. Reports can be presented in a number of different ways to help management make informed decisions about their company.

Each Acumatica module has a set of reports built into the system that can be used out of the box. There are over 250 reports standard within Acumatica. Reports are easily modified by end users using Acumatica’s report designer function and users are also able to create templates for reports that are used on a regular basis. Reports in Acumatica can be filtered down and manipulated by account, sub-account, inventory ID, customer ID, and many other filter settings to get information that users need easily.