Acumatica Key Enhancements and Features
Acumatica ERP 2024 R1 introduces a wealth of new features and improvements across various modules, making it easier for businesses to manage their processes more efficiently. Here are some of the key updates:
CRM: Enhanced Case Closure Notes
Acumatica ERP 2024 R1 introduces a new Closure Notes tab on the Cases form, allowing users to enter detailed case information at any phase of the case lifecycle—not just during closure. This makes it easier to track and update case-related details throughout its processing.
Email Processing: IMAP and POP3 Enhancements
Acumatica ERP now includes enhanced email processing for IMAP and POP3 protocols. Administrators can enable an email processing log to track all attempts to receive or send emails, improving troubleshooting. If an error occurs during processing, the system will skip the affected email, ensuring that new emails are still processed without disruption.
Field Services: Easier Reversal of SO Invoices
Reversing a sales invoice created from a service document has been simplified. In Acumatica ERP 2024 R1, users can reverse such invoices with just one click, eliminating the need for manual credit memo creation and reducing the risk of errors.
Finance: Multi-Account Bank Feed Mapping
Acumatica ERP now allows users to map multiple bank accounts to a single cash account, making it easier to manage and load transactions from different bank feeds. This functionality streamlines the reconciliation process and improves financial accuracy.
Integrations: FedEx REST API Enhancements
The FedEx REST API plug-in has been enhanced in Acumatica ERP 2024 R1. This update simplifies the process of using FedEx services within the system and improves testing and usability for businesses relying on this integration.
Integrations: Exemption Certificate Management
Acumatica ERP now includes Exemption Certificate Management to help businesses manage tax-exempt customer lists and certificates. This functionality ensures that tax-exempt customers are correctly handled, preventing taxes from being applied to their transactions.
Inventory & Order Management: Distribution Requirements Planning (DRP)
Acumatica ERP 2024 R1 introduces Distribution Requirements Planning (DRP) to optimize supply chain operations. DRP allows businesses to plan inventory based on time-phased sales forecasts, minimizing warehouse stock and ensuring that supply meets demand. This feature also includes improvements for default inventory settings at the item class level.
Platform: New Modern UI
A preview of the Modern UI is available in Acumatica ERP 2024 R1. This sleek, updated user interface offers a more intuitive experience with features like collapsible containers, adaptive layouts for smaller devices, and a new Settings menu. It’s still in testing, so users should avoid enabling it in production environments.
Platform: Improved Access Rights Management
Acumatica ERP 2024 R1 simplifies how access rights are assigned to system objects, improving security. Previously, if a system object’s access rights were not explicitly defined, it was automatically available to all users. With the new updates, system objects are restricted by default unless specific access rights are assigned, reducing security risks.
Reporting: Using Generic Inquiries as Data Sources
Building complex reports is now easier in Acumatica ERP 2024 R1, as users can now use Generic Inquiries as data sources for other generic inquiries. This allows for more flexibility and the ability to reuse existing queries in more complex reporting scenarios.
System Administration: Improved Snapshot Restores
Acumatica ERP 2024 R1 addresses an issue where custom columns in snapshots were not populated during restores. Now, administrators can restore large snapshots containing custom columns with their values intact, improving the reliability of system migrations and backups.
System Administration: Support for Dialog Box Values in Business Events
A significant update in Acumatica ERP 2024 R1 is the ability to use dialog box values in business event subscribers. This feature enhances workflow automation by allowing custom values from dialog boxes to trigger actions such as task assignments or notifications.
Mobile API: Thumbnail Support in Mobile Lists
Acumatica ERP 2024 R1 enhances mobile app functionality by allowing thumbnails to be displayed in list views. This feature makes it easier to visually identify records that contain images, such as photos or documents, directly in the mobile interface.
These are just a few of the many updates in Acumatica ERP 2024 R1 that enhance user experience, streamline processes, and improve functionality across the board. Whether you’re looking to simplify case management, optimize your supply chain, or enhance your reporting, the new features in this release are designed to help you work smarter and more efficiently.
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