Acumatica 2020 R2, Improved Automation, Usability and ERP Features

Acumatica 2020 R2, Improved Automation, Usability and ERP Features

Newer version brings waves of Improved Cloud ERP features, new automation possibilities and a new user interface to simplify the navigation access throughout the system.

In previous version of 2020 R1, released in Mar 2020 was a step in right direction, and the latest 2020 R2 being released in Sep/Oct 2020 makes it a complete with new automation features, workflows and tons of feature enhancements.

In this blog article we will review the major changes, key features helping distribution and e-Commerce companies, there are features added to field service, project accounting and manufacturing modules as well.

Note: We will continue to refresh this blog article with more links and demo’s with new features in 2020 R2, keep visiting this blog article for updates.

Digital transformation has become a requirement,” said Jon Roskill, CEO of Acumatica.
“With so many businesses operating from remote locations and home offices now, it’s more important than ever to have a single source of business truth that is accessible to anyone, anytime, from anywhere, which can also integrate easily with mission-critical applications such as Shopify or new requirements such as videoconferencing or group chat.”

In this, Acumatica has built the R2 2020 release around three themes:

  • Providing a Modern Experience That Helps You Work Smarter, Not Harder
  • Connecting a Strong Core with Best-in-Class Functionality
  • Delivering Technology Leadership on a Future-Proof Cloud Platform

Accounts Payable (AP) Bill Automation

Acumatica AP Bill Automation and document recognition

Acumatica provides a modern and intuitive user experience to make it easier for end-users to do their best work, as well as enabling the organization to tailor the solution to meet its unique business needs. By providing a superior, streamlined experience with a fresh, modern design, Acumatica Cloud ERP delivers award-winning usability unrivaled in the industry.

Usability Highlights:

  • Save time and reduce expenses by automatically creating AP documents from vendor bills
  • Access recently visited records lists instantly
  • Save time with address lookup and enrichment
  • Retrieve data more quickly with query join suggestions and previews
  • Automatically create AP documents from vendor bills, simplifying the approval workflow and facilitating payments.
  • Instantly access up to 500 recently viewed records, cutting down loading times and unnecessary wait.
More update on this automation in our next blog article coming soon.

Workflow Automation Engine

Workflow automation engine in 2020 R2 and higher

New feature in workflow automation, in simple terms the automation definitions and steps feature that existed in older version will be replaced by this new workflow engine in 2020 R2 and higher.

The workflow engine introduced in 2020 R2 is limited to few screens and this engine will take shape over next 6 mths and in 2021 R1 we expect this to be available across all screens, eliminating the need for customization and users can configure the workflow of their business.

Shopify, now part of Commerce Edition

Acumatica Commerce Edition, Commerce Connector Shopify, BIG Commerce

Commerce Edition

Commerce edition got another boost, with addition of Shopify shopping cart integration with Acumatica through Commerce Connector.

Using the connector framework Acumatica was able to integrate Shopify just like BIG Commerce. These connectors have the ability to Sync with ecommerce website customers, inventory, and sales orders back and forth, it also has the ability to map entities and update both ways or un-direction.

User Interface, Modern Navigation and Much More

Recently visited links and screen, allows quick access to history

Recently Viewed Records – New feature in 2020 R2 is allowing users to see their history of activities and categorizing the visited links/screen for a quick access.

Dashboard auto-refresh – Users can control how fresh their dashboard loads their data, from few seconds to an hr, this helps in slowing down the entire dashboard KPI’s.

Generic Inquiries – An improvement in making generic inquiry easier by making suggested related tables and indexes selection to take the guess work out of the users. OData v4 – LINQ-based access to data objects

Lots Of Product Enhancements

In 2020 R2 Acumatica has made improvements across all modules and functionality, improvements in Manufacturing module, improvements in Generic inquiries, report designer, advanced expense management, field services, project accounting, mobile framework, Payroll and much more..

  • CRM:
    • Address lookup and enrichment
    • Improved account / contact relationship
    • Pin important activities
    • Automated address enrichment using Google or Bing
  • Inventory and Order Management:
    • Payment processing improvements
    • Restrict shipping of unpaid orders
    • Validate bills against purchase orders
    • Multi-Day Service Appointments
    • New workflow engine for sales orders and shipments
  • Manufacturing and Service:
    • Manufacturing delivered in Acumatica core
    • Quality management module (m)
    • Pause and resume appointments
    • Multi-day appointments
    • Create PO from appointments
    • Cost tracking enhancements for appointments
  • Payroll, Project, and Construction:
    • Team time entry
    • Paid time off enhancements
    • Pro-forma workflow enhancements
    • Commerce in Core with Shopify
    • Procore integration schedules and new bi-directional sync