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Platform
Showcase:
Making the
Ultimate Live
Demo
Gabriel Michaud
Better
Faster
Stronger
Version 5.0
Goals of this Session
1. Understand what is the Acumatica platform, and
why it is important to you and your customers
2. Review the many ways the platform can be
leveraged to meet unique customers demands
3. Highlight some of the new Acumatica 5.0
features, like MySQL, the mobile framework, and
the versioned web services API
4. Provide you with the tools that you need to make
the same demo with your prospects
Why System Architecture
Matters-Or- what happens when you build without one!
The Acumatica Stack
4
Acumatica Cloud Platform
Integrated Complementary
Solutions / OEMs
Connected Complementary Solutions
Application Suites
CRM
Sales Automation
Marketing Automation
Svc & Supp Automation
Analytics & Forecasting
Customer Portal
Project Accounting
Resource Mgt
WIP Support
Expense Mgt
Advanced Billing
Budget Tracking
Financials
General Ledger
Accounts Receivable
Accounts Payable
Currency Mgt
Employee Portal
Cash Management
Tax Management
Deferred Revenue Mgt
Inter-Cpy Accounting
Fixed Assets Mgt
Distribution
Inventory Mgt
Purchase Order Mgt
Sales Order Mgt
Housing Mgt
Manufacturing
Service Mgt
Govt
Contracting
Single Sign-On
Role-Based
Access
Multi-Tenant
Business
Objects
Tablet &
Touch
Cloud Database Workflow
Mobile
Framework
Web UI APIs
Analytics
Payroll
Tax Calculation
& Filing
Shipping & Logistics
Warehouse
Management
Budgeting &
Forecasting
E-Commerce
Acumatica Platform Architecture
Application
AcumaticaStudio
Acumatica
Application
MicrosoftVisualStudioIDE
Data Access
Layer
Business Logic
Layer
Presentation
Data Access
Layer
System Foundation Layer
Report
Management
User
Management
Customization
Tools
Localization
Tools
Application
Frameset
Security
Management
Help
Management
Document
Management
Application Foundation Layer
Report
Management
Localization
Tools
Application
Frameset
Security
Management
Help
Management
Document
Management
Customization
Tools
User
Management
Web Form (ASP.NET) Web Service (WSDL)
Business Logic Container
Data Access Class
Database Web Services Session
BusinessLogicLayerPresentationLayerDataAccessLayer
Entity Model Entity Business Logic
DAC Reference
DAC Reference
DAC Reference
DAC Reference
Actions
-PXSave
-PXDelete
-PXNext
-PXPrev
Events
-Row_Inserted0
-Row_Updated0
-Row_Deleted0
-Field_Verifying0
-Field_Updating0
Part 1 – Creating a
New Page from
scratch
Introducing Bob Rent All
Our New Page - Mockup
Creating a New Page
• Defining the data access class (DAC)
• Creating the business logic container (BLC)
• Creating the page (ASPX)
• Adding the page to the sitemap
Validating Data
• Making the Description field required
• Validating the Serial Number (BOB- prefix)
What do we have at this point?
• A rich, interactive page that can be used in all the
popular web browsers, including iPad and other
tablets
• All the Acumatica platform features for “free”
• … and as you’ll see in part 2, the ability to
seamlessly access from web services, external
applications, and our new native iPhone/Android
applications!
Part 2 – Testing,
integrating and
mobile-enabling
our page
Testing Our Solution
Importing/Exporting Data
• Using integration services to quickly import data
to your new screen
Integrating with the ERP
• Introduce the Extensibility Framework
• Integrate with SO Order (pre-fill rental and
redirect)
Using Web Services to Connect
Web Site to ERP
Bob Rent All Web SiteExternal Web Site
User
Mobile-Enabling Our Page
• Creating the XML mapping for
the app
• Publishing the mapping
• Accessing from iPhone
• Accessing from Android
Wrap-Up
Key Takeaway: Mastering the platform can drive the
success of your Acumatica practice!
All my samples will be posted to GitHub -
https://github.com/gmichaud/acumatica-
bobrentalldemo
To further explore the Acumatica Platform:
• Framework Documentation (online help, PDF)
• T200 Class on Acumatica University
• http://adn.acumatica.com/forums/
• Need help? Acumatica tag on StackOverflow
Questions?
THANK YOU
Gabriel Michaud
gmichaud@acumatica.co
m
Skype: gabrielmichaud
@gabrielmichaud
Acumatica Platform Showcase - Making the Ultimate Live Demo

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Acumatica Platform Showcase - Making the Ultimate Live Demo

  • 1. Platform Showcase: Making the Ultimate Live Demo Gabriel Michaud Better Faster Stronger Version 5.0
  • 2. Goals of this Session 1. Understand what is the Acumatica platform, and why it is important to you and your customers 2. Review the many ways the platform can be leveraged to meet unique customers demands 3. Highlight some of the new Acumatica 5.0 features, like MySQL, the mobile framework, and the versioned web services API 4. Provide you with the tools that you need to make the same demo with your prospects
  • 3. Why System Architecture Matters-Or- what happens when you build without one!
  • 4. The Acumatica Stack 4 Acumatica Cloud Platform Integrated Complementary Solutions / OEMs Connected Complementary Solutions Application Suites CRM Sales Automation Marketing Automation Svc & Supp Automation Analytics & Forecasting Customer Portal Project Accounting Resource Mgt WIP Support Expense Mgt Advanced Billing Budget Tracking Financials General Ledger Accounts Receivable Accounts Payable Currency Mgt Employee Portal Cash Management Tax Management Deferred Revenue Mgt Inter-Cpy Accounting Fixed Assets Mgt Distribution Inventory Mgt Purchase Order Mgt Sales Order Mgt Housing Mgt Manufacturing Service Mgt Govt Contracting Single Sign-On Role-Based Access Multi-Tenant Business Objects Tablet & Touch Cloud Database Workflow Mobile Framework Web UI APIs Analytics Payroll Tax Calculation & Filing Shipping & Logistics Warehouse Management Budgeting & Forecasting E-Commerce
  • 5. Acumatica Platform Architecture Application AcumaticaStudio Acumatica Application MicrosoftVisualStudioIDE Data Access Layer Business Logic Layer Presentation Data Access Layer System Foundation Layer Report Management User Management Customization Tools Localization Tools Application Frameset Security Management Help Management Document Management Application Foundation Layer Report Management Localization Tools Application Frameset Security Management Help Management Document Management Customization Tools User Management Web Form (ASP.NET) Web Service (WSDL) Business Logic Container Data Access Class Database Web Services Session BusinessLogicLayerPresentationLayerDataAccessLayer Entity Model Entity Business Logic DAC Reference DAC Reference DAC Reference DAC Reference Actions -PXSave -PXDelete -PXNext -PXPrev Events -Row_Inserted0 -Row_Updated0 -Row_Deleted0 -Field_Verifying0 -Field_Updating0
  • 6. Part 1 – Creating a New Page from scratch
  • 8. Our New Page - Mockup
  • 9. Creating a New Page • Defining the data access class (DAC) • Creating the business logic container (BLC) • Creating the page (ASPX) • Adding the page to the sitemap
  • 10. Validating Data • Making the Description field required • Validating the Serial Number (BOB- prefix)
  • 11. What do we have at this point? • A rich, interactive page that can be used in all the popular web browsers, including iPad and other tablets • All the Acumatica platform features for “free” • … and as you’ll see in part 2, the ability to seamlessly access from web services, external applications, and our new native iPhone/Android applications!
  • 12. Part 2 – Testing, integrating and mobile-enabling our page
  • 14. Importing/Exporting Data • Using integration services to quickly import data to your new screen
  • 15. Integrating with the ERP • Introduce the Extensibility Framework • Integrate with SO Order (pre-fill rental and redirect)
  • 16. Using Web Services to Connect Web Site to ERP Bob Rent All Web SiteExternal Web Site User
  • 17. Mobile-Enabling Our Page • Creating the XML mapping for the app • Publishing the mapping • Accessing from iPhone • Accessing from Android
  • 18. Wrap-Up Key Takeaway: Mastering the platform can drive the success of your Acumatica practice! All my samples will be posted to GitHub - https://github.com/gmichaud/acumatica- bobrentalldemo To further explore the Acumatica Platform: • Framework Documentation (online help, PDF) • T200 Class on Acumatica University • http://adn.acumatica.com/forums/ • Need help? Acumatica tag on StackOverflow Questions?

Editor's Notes

  1. Present myself and my role at Acumatica (the bridge between the engineering team, sales & marketing teams; the voice of the customer and partner for product development and design) Today I’m here to present you… Q: who attended
  2. Behind any large construction – whether it is an ERP, or a house – there should be a concern for architecture. Without it, results can be unpredictable. <VIDEO> To me, the platform is the most significant portion of the Acumatica ERP, and who that every partner organization should master. Today, I’m going to show you the power of this platform, and how it can help you address your customer’s requirements, grow your ERP practice, and increase the stickiness of your solutions.
  3. Give an overview of the architecture, starting with .NET Framework Built on the .NET Framework Clear separation of concerns between the different layers (system foundation, application foundation, application || BLC, DAC) Support for multiple database systems So… what can we do with this platform???
  4. Bob Rental specializes in short term rental of tools and heavy machinery. As part of their growth, they are looking at a cloud-based solution which would allow them to manage their accounting and inventory. They have an existing rental management system that is old and unsupported, and they would like to bring this to the cloud. The first task is to create a screen where I’ll be able to enter the list of tools, serial number, and then enter rental history
  5. DAC: Talk about attributes PXDefault -> required PXDB**** -> connected to database Mention that attributes are extensible and that we’ll cover this later BLC: Type by hand ASPX: Introduce numbering concepts (1=setup, 2=maintenance, 3=Data Entry, 5=Processing – to be confirmed)
  6. Making a field required is easy – just flag the field with an attribute, no coding required The other request that my customer has is to validate serial numbers – all serial numbers at Bob Rentals MUST start with BOB- as a prefix Attributes can be used for a lot more things – for example there’s an attribute that allows you to encrypt the data, which can be used for sensitive information
  7. Platform features that come for free: DB Independence (MySQL, MS SQL) Multi-tenancy Notes and Attachments Role-based security (up to the individual fields in the row) Audit and Notifications
  8. Who is familiar with the concept of REGRESSION TESTING? In a single sentence, Regression testing is the retesting of a previously tested program following modification to ensure that faults have not been introduced or uncovered as a result of the changes made. Regression testing helps to ensure that changes made to the software code do not break other previously working parts of the software. It is important to do regression testing frequently, because the code as a whole may easily "regress" to a lower level of quality after making a change. Regression testing is necessary, even though a change appears to be working correctly and is believed not to affect the rest of the software. The good news is that Acumatica has designed a complete test automation framework, that makes your life far easier. Let’s create a simple test scenario to test our screen. Scenario 1: Create item Scenario 2: Test validation rule
  9. SERVERUN rental
  10. Bob Rent All has a web site, where suppliers add new tools to the list of the available rentals. They would like to connect it to Acumatica Existing web app with a few fields, to add tool to screen. Existing app should just accept input and say “Thank you, your tool has been added.”. We’ll connect it to Acumatica Show that our required field, and custom serial validation works Talk about dynamic vs static web services
  11. TODO: Add mobile mockup Explain merging of file Show that our required field, and custom serial validation works
  12. Summarize what we discussed Key Takeaway: Mastering the platform can drive the success of your Acumatica practice! As a Partner, mastering the platform helps you deepen relationships with your clients by delivering more value and increase stickiness of the ERP solution Development on Acumatica is a core competency any Partner Organization should possess