Digital Transformation in Acumatica 2021 R2 Release

Digital Transformation in Acumatica 2021 R2 Release

Seamless Personalization

Acumatica takes ERP configuration and customization a step further with personalization. Personalization is all about relevancy—what’s meaningful to you as a growing mid-market business. Acumatica Cloud ERP personalization means adjusting our agile and robust software to the customer’s needs, by industry, role, and business requirements, tailoring it for the customer to achieve an individualized fit. This is evident in our most recent release, Acumatica 2021 R2.

Boost Growth with Best-in-Class Functionality

Financials is the heartbeat of every ERP system. Acumatica’s Financial Management software is designed for companies with complex requirements yet easy to use in smaller organizations and provides a feature-rich accounting suite, seamlessly integrated with the product suites. In addition, Acumatica’s embedded CRM provides system-wide visibility, ensuring that customer information is always up to date and accurate. Together, the unified ERP and CRM solution helps businesses efficiently manage leads, contacts, opportunities, and customer accounts with intelligence throughout the sales cycle.

DAC (Data Access Control) Schema Browser – This is probably the biggest feature of 2021 R2, really useful for developers, data mappers, implementation and data migration team and power users to understand Acumatica’s database schema, it’s relationship with other tables.
Just makes life easier and no more guessing work, something Acumatica should have delivered much earlier, nevertheless its here now in 2021 R2 version.

Microsoft Teams Integration – MS Teams is a collaboration tools from Microsoft allowing users to chat, video and call, this integration allows Acumatica users in CRM to communicate easily , a good example would be a support case management or internal/remote sales team interaction.

Multiple Base Currencies – It’s a “must-have” feature for international customers, if your working with customers who have multi-locations outside of US and want to manage those companies with multi-currency with a breeze.

Inter Company Accounting Automation (Tim Rodman’s tweet) – This improvement in inter-company accounting module allows customers with multiple companies or tenants to automate their purchase and sales process.

This feature started out in 2021 R1 and has been enhanced in 2021 R2 and will continue to add more automation in upcoming version of 2022 R1 in Mar/Apr. So stay tuned on this feature.

Workflow Engine – As we transition from Automation steps from older version to newer version with No Code/Low Code Customizations, these workflow engine is slowly emerging in all screens, it looks easy to customize though we fear a user can mess things up without deep understanding.

PDF Integration – Not a great feature but worth listing as it integrates with support case management and Adobe with pdf annotations and other features, this will require additional charges

Warehouse Automation – The pick, pack and ship module gets a new facelift and real time integration between handheld scanners and backend ERP, giving a real insight of warehouse activities of picking, packing and shipping.

Acumatica Distribution Edition 2021 R2 features improvements across all modules including ecommerce, warehouse and currency management.

Customer Testimonials/Case Study – Wrapping up the session and highlighting the case studies of customers in various industries, nice to see our customer “Ink Custom Tees” case study with special mention of our plugin Printshop.

Accelerate Your Business Today with a Free Assessment

Reach out to our experts if you need a product demo of these features or need to implement newer modules or features of 2021 R2.