Polaris Business Solutions

Types of ERPs

How to Choose the Right ERP

In our previous blogs in this series, we have gone over, how to start your search for the right ERP and what an ERP is. Another important factor to understand is the types of ERPs. Having an ERP solution that works with your company, and has the right tools is important, but figuring out of what type of ERP is the right one isn’t always the easiest task.

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Acumatica 2022 R2: Approval of GL Transactions

2022 R2 Blog 61

Many companies require the approval of GL transactions before they are posted to the ledger. In the new release of 2022 R2 of Acumatica, it is now possible to only release and post transactions to the GL after the appropriate person has approved them. In the system, users can assign an approver based on an approval map. This map is defined and the transaction is approved once the approval follows the map. The conditions of approval can be the amount, date, or other items the user would like to set up the map. There can be multi-level or sequential approval maps.

Only transactions directly from the general ledger are valid for approval. Administrators have access to configure rules as to who should be approving these transactions and when. These rules can be for single transactions or batches. This new feature of 2022 R2, Approval Workflow, is available once enabled on the Enable/Disable Features form.

On the Approval Maps Form the new Journal Transactions option has been added to the entity type in the header selection. With the option selected, an approval map can be created for journal transactions.

If this new feature is something your company is interested in, please reach out to Polaris Business Solutions; info@polaris-business.com.

Discontinuation of Dynamics SL

 

SL Support Blog

For a while now we’ve been hearing about and discussing the lifeline of the Microsoft Dynamics SL. It is a legacy software that has been around for quite some time. And we all knew this day was coming, but on September 30, Microsoft announce the discontinuation of Microsoft Dynamics SL 2018 for new customers.

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Dynamics SL 2018 CU8 is now available

cu8 blog

Microsoft Dynamics SL CU8 is now out, so let’s go over what is new and what has changed!

  • The DMGDataAccess Business Object now uses the Microsoft OLE DB driver for SQL Server Version 18 in the latest update. This means that Inventory Replenishment Create Transaction, Convert EDI Pos to Sales Orders, and Orders to Purchase will all now connect using the OLE DB driver.
  • SL CU8 will be able to run on Windows 11, if you have questions on how this works, we can help break down the step by step process for the installation.
  • The look and feel of journal entries have also changed with this update.  The Journal Entry (01.010.00) screen has been updated to now have hidden labels. These labels generate list text for the cBatchHandling and creconstatus drop down controls. There are hidden labels for O and V options of the cbattype dropdown to make localization easier. See the picture above for the hidden label controls.

That wraps up our notes on what has changed in this new update. Be sure to contact us if you have any questions about CU8. You can reach us here: info@polaris-business.com.

 

ERP Today Live! with John Case

john case

In early August, Acumatica CEO John Case interviewed with ERP Today Live! to discuss his first six months with Acumatica, the state of the company, and how Acumatica is progressing. [...]

Acumatica 2022 R1 New Feature: Improvements to Project Quoting

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In the new release of Acumatica 2022 R1, the system has enhanced the project quoting functionality. The steps to create a project quote have been minimized and users now have the availability to create quotes for multiple related customers. The Projects Quotes (PM304500) screen has been enhanced for a better experience.

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New Feature for Finance Improvements to Recognition of AP Documents

Blog 51.1

In the latest release of Acumatica 2022 R1, there have been several updates to the recognition of AP documents including resubmitting, searching for a vendor, and mass processing.

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Acumatica 2022 R1 Feature Review: Pro Forma Invoices

2022 R1 Feature 2

Acumatica 2022 R1 has been released and there are several new features to highlight for each edition of the project. To continue with the projects/construction edition, there are a few changes to note about the Pro Forma Invoices Form (PM307000). See the below screenshot and notes with information regarding the changes.

On this form, there are several new columns that have been added. Each of these columns are pulling data in from the Related Revenue Budget Line of the project on the Revenue Budget tab of the Projects Form (PM301000).

· Revised Budget Quantity: revised budget quantity of the line
· Actual Quantity: actual quantity of the line
· Previously Invoiced Quantity: the running total of the Quantity to Invoice column on this tab
· Quantity to Invoice: billing quantity
· UOM: Unit of measure for the project
· Unit Price: Unit price
· Progress Billing Base: Basis of project billing

Acumatica 2022 R1: Release Feature Overview

With the turn of a new year, Acumatica will be releasing new product features in its 2022R1 release. Acumatica’s new release is focused on working smart on the go, global capabilities, and leading the industry. Below is an overview of some of the features that will be included for the Acumatica platform and the mobile app:

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Acumatica Summit 2022 Overview

Summit Blog 2022

We are finally back from the annual Acumatica Summit. Over 1,800 people were gathered at the Wynn Las Vegas to see how the world’s fastest growing cloud ERP system continues its advancement.

With Day 1 came a lot of emphasis on customers, growth, and agility. The keynote session with Acumatica CEO Jon Roskill focused on showing how Acumatica has an ecosystem mentality for its growth. This ecosystem includes developers, Independent Software Vendors (ISVs), Valued Acumatica Resellers (VARs), OEMs, and of course the customers and community. Also, it has three focuses: Integration, Extensibility, and Vertical Application.

There were also three announcements made:
- Acumatica is going after a new vertical with the implementation of a Property Management Module.
- Acumatica Document Cloud will make the integration with Adobe that much smoother.
- Autodesk integration with model viewer embedded into Acumatica.

Acumatica is focused on aligning with customer needs, the democratization of tech, innovation, and growth. Jon Roskill left us with a final statement, “Thank you for trusting Acumatica.”

On day 2 we were formally introduced to Acumatica 2022 R1. Presenters started strong talking about community focus and emphasizing once more about how the customers are what makes this product what it is. They listen to what they want, and they work on building solutions that will work for the customers.

2022 R1 focuses on 3 main ideas: Working smarter on the go, unlocking global markets, and going broader and deeper with industry-leading capabilities. Some of the integrations in R1 include UiPath Connectors, where customers can easily automate repetitive tasks. Another integration is an Amazon Connector integration for those who sell on Amazon.

Acumatica focuses on enhancing the user experience and making sure they are always staying current in a fast-paced technology world. With updates to its mobile app, machine learning, and artificial intelligence, Acumatica is proving its dedication to its customers.

Summit 2023 was announced towards the end of the Day 2 keynote. We hope to see you next year at the Wynn in Las Vegas from January 29 to February 3rd! There is so much more to talk about, to hear more about Summit and new things coming to Acumatica, email info@polaris-business.com and we can give you a more in-depth breakdown.