What’s New in Acumatica 5.0Gabriel MichaudDirector of Product Management

Acumatica 3.0

Acumatica 4.0

Acumatica 4.1

Acumatica 4.2

March 2012 March 2013 August 2013 April 2014

A Look Back at PreviousReleases

Application/ERP Improvements

Single Sign-OnAt a Glance• Supports Windows Azure ActiveDirectory, Google

and Windows Live ID• Once logged in anywhere, no need to type your

credentials again• Automatic provisioning of new user accounts

possible

Benefits• Facilitates embedding of Acumatica into external

apps, or embedding of external apps into Acumatica• Manage a single set of credentials for your whole

organization• Add multi-factor authentication

Improved User ExperienceAt a Glance• Brand new design that’s

cleaner, smoother, flatter – but very familiar

• List-driven user interface

• Predefined filters now show up as tabs on lists

• Mass records update

Universal SearchAt a Glance• Rebuilt from the ground up to

use the full-text search engine in SQL Server / MySQL

• Works with help and entities (60+, extensible)

• Results are ranked according to relevance

Benefits• Lightning-fast, even on large

databases• Find data easier than ever with

natural language search

Exchange IntegrationAt a Glance• Seamless and transparent synchronization of

contacts, tasks, appointments and e-mails with Microsoft Exchange, Office 365

• Synchronization policies can be assigned to individual users to control synchronization

• Works with any e-mail client; no plug-in required

Benefits• Improve collaboration• Access your CRM no matter where you are, no

matter which application or device you use

B2B OrderingAt a Glance

• Allow your customers to view inventory, place orders, and check order status

• Select which products and warehouses are visible from the portal

• Provide extended description, images and category info for your products

• Fully integrated with Acumatica Customer Portal – no external ecommerce or synchronization needed

Benefits

• Extend Acumatica beyond your walls

• Relieve your sales people of simple order taking and answering of questions on availability and status

Improved SO/PO LinkEnhancements• Use SO-PO link on order types requiring allocation• Automatically place a hard allocation following

receipt of a PO linked to a SO• Link a single SO line to one or more existing POs• Mark partially shipped lines for PO

Benefits• Use SO/PO Link in a larger number of scenarios

than before• Ensure inventory purchased and promised to a

customer cannot be shipped to another customer

Multi-Warehouse Allocation/PurchasingAt a Glance• Place orders to a central warehouse and

redistribute the inventory to your warehouses automatically upon receipt

• Allocate inventory located in remote warehouses and automate transfer to shipping warehouse

• Improved transfer receipt process

Benefits• Eliminate lost sales resulting from stock-outs

by providing alternative options• Reduce holding costs and transportation costs

Discounts & Pricing EngineEnhancements• Discount and pricing engine now

extended to Accounts Payable / Purchasing

• Maintenance of sales and purchasing prices redesigned

Benefits• Easily upload new prices from

Excel and update your prices• Keep history of an unlimited

number of prices• Speed up entry and maintenance

of customer and vendor prices• Provide accurate and up-to-date

prices for purchase orders, including volume prices

ReplenishmentEnhancement• You can now configure

which quantites should be considered in the calculation

Benefits• You may now take into

consideration the quanitty on sales orders and quantity on kit assemblies for preparing your replnishment

Redesigned Expense ClaimsEnhancements• Enter expense receipts

individually and combine them later into an expense claim

• Expenses made in a foreign currency can be submitted and reimbursed to employee

Lead and Contacts Duplicate ValidationEnhancements• Validate records on entry or in batch

to identify duplicate leads, contacts and accounts

• Configure multiple parameters can be used for duplicate validation; each parameter is given a weight, and each parameter can be transformed to facilitate comparison (trim/lower-case, split words, extract domain name)

Benefits• Save time and money by identifying

and merging duplicate leads • Maintain high data quality standards

with a clean database

Business Process WizardAt a Glance• Configurable wizards guide you

through the configuration and implementation process

• List of tasks to be completed varies based on licensed & enabled features, as well as previously completed tasks

• Individual tasks can be assigned to users

• Wizards can also be created for recurring tasks, such as period closing procedures

Benefits• Implement Acumatica faster by

following recommended best practices

Platform Improvements

MySQL SupportEnhancements• The application can now be installed

on MySQL database servers• Snapshots created in the application

are portable between SQL Server and MySQL

• Deployment on Amazon Relational Database Service (Amazon RDS) is now possible from the configuration utility

Benefits• Significantly reduce licensing and

hosting costs

Mobile Application FrameworkAt a Glance• Acumatica “Player” application for iPhone• Fully native and built using platform-standard

tools• Extensible by ISVs and partners• Initial release will offer Expense Claims,

Tasks and Approvals

Benefits• Acumatica at your fingertips anytime,

anywhere

Versioned Web Services APIEnhancements• Predefined web service

endpoints can be created• Select which fields and

actions should be exposed in your web service

• Easily remap a field or action in your web service to it’s internal counterpart

Benefits• Make upgrades easier• Ensure compatibility of

integrations with multiple versions

Redesigned Customization ManagerEnhancements• Completely Redesigned• Drag-and-drop layout editor,

similar to Visual Studio editor• Backward-compatible with

customizations made in previous versions

Benefits• Customize the application more

easily• Create completely new forms and

add smart panels to existing forms

That’s Not All!

Wrap-Up

Key Takeaway: Acumatica 5.0 is our strongest release yet!

Next Steps• Beta Availability• Documentation• Feedback & Suggestions• Controlled Release• How to influence the next version -> http://acumatica.uservoice.com

Questions?

THANK YOUGabriel Michaud

gmichaud@acumatica.com

Skype: gabrielmichaud

@gabrielmichaud