This presentation takes you through a number of the new and updated features in the upcoming Acumatica 4.2 release (previously known as Acumatica 4.11). A recorded version of this presentation is available at http://www.youtube.com/watch?v=iC7UlGi7ci4

1. Acumatica 4.2 Overview
Gabriel Michaud
Director of Product Management

2. Objectives
At the end of this session, you will be able to:
1. Provide an overview of the new 4.2 functionalities
2. Discuss the benefits of the 4.2 release

3. Acumatica 4.2 Major Themes
Heavy focus on
quality and
reliability
Improved
usability of
existing features
Expanded
documentation
and training
materials
New
functionality

4. Agenda - ERP
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Financials & Distribution
• Customer statements
• Balance and credit write-offs
• Integrated credit card processing
• Packaging, boxing and rates calculation
• Discounts and pricing engine
• Non-stock kits
• Enable/Disable Features
CRM
• Lead & contacts
• Activity types
• Multi-select attributes
Projects
• Allocation and billing rules
• Rate tables configuration
• Project approval
• Non Billable flag
• Earning type / overtime multiplier
• On-demand billing option
• Timecard GL posting
• Configurable week numbers
Contracts
• Contract management
• Labor class assignment

5. Agenda - Platform
Customization
• Code browser database
• Source control integration
Performance, Scalability & Reliability
• Inquiry Screens
• Load balancing and failover
• Server Memory
• Multi-instance customizations
• >127 companies per database
Supportability & Usability
• Import scenarios
• Maintenance mode
• Customization flag
• Page link Url
• Reworked column selector
• Trial and test companies
Reporting & Dashboards
• QR codes
• Dashboard charts

6. Financials &
Distribution

7. Customer Statements
Enhancements
Regenerate a single customer
statement in a statement cycle
Print the current statement
directly from customer
maintenance
Benefits
You no longer need to regenerate
all statements in the statement
cycle
More intuitive and quicker way to
print statements for a customer

8. Balance and Credit Write-Offs
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Enhancements
Ability to do balance and credit write-offs
in different GL accounts
New “Usage” field added in reason code
maintenance to identify balance write-off
and credit write-off reason codes
Default write-off reason codes can be
configured in AR preferences
You can now initiate write-off process
directly from an invoice or credit memo
Benefits
Track amounts in your financials based
on the reason for write-off without having
to change the GL configuration manually
in the customer before doing a write-off

9. Integrated Credit Card Processing
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Enhancements
Authorize.net tokenized mode now
supported
Process center settings are now
encrypted
Benefits
Sensitive data no longer needs to go
through Acumatica or be stored in the
database
Any data stored is meaningless to
hackers
Facilitates PCI compliance

10. Packaging, Boxing and Rates Calculation
Enhancements
Calculation is now done on a document-wide basis instead of every time a line is added or
modified
Ability to package by volume is added
New field to enter tare weight of a box in Boxes maintenance
Packaging algorithm is now extensible and customizable
Automatic packaging is now an optional feature that can be enabled/disabled
Carrier Account numbers can now be configured right from the Customer maintenance
Benefits
Easier to use and configure
Vastly improved performance and accuracy of the calculations
Advanced packaging scenarios can be defined
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11. Customer Discounts Engine
At a Glance
Discount system no longer depends on distribution module
Easier to use and configure
Better performance and less overhead on large orders
More flexibility in the type of discounts you can configure
Detailed Enhancements
Requirement to configure order, combination and chaining of discounts is removed. Systems always pick best available line and
document discount code.
A new discount level, called “Group” is added, offering an intermediate level between “Line” and “Document” level discounts; multiple
group discounts can apply to the same items, allowing you to combine multiple group discounts
The ability to have discount codes that apply to a specific warehouse/branch is added.
Discount codes can be configured so that they are not automatically added or considered in the “best available” process
The prorate discount option is extended to $ discounts so that a discount like “Get 5$ off every time you buy 10 units” can be
configured.
System allows configuration of a discount % limit for group and document discounts to warn user when a certain threshold is
exceeded.
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12. Customer Pricing Engine
Enhancements
The ability to set multiple prices for an item no longer requires the activation of the Distribution modules
Flat-price discounts are removed from discounts engine and replaced by customer-specific pricing and promotional prices in
price engine.
All prices for an item, including customer-specific prices can be configured from the items maintenance
Quantity-based (matrix) pricing can now be configured
System gives you the option to stop looking for discounts codes when a customer-specific or vendor-specific price is found.
New wizard to copy and update prices from Sales Prices / Customer Prices screen
System now allows you to recalculate unit price and discounts for a specific line or a complete order/quote.
Benefits
Easier and faster to setup different prices based on customer class or for a specific customer
More flexibility in the way you price your products
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13. Non-Stock Kits
Enhancements
Add Non-Stock Items to
Non-Stock Kits
Include other non-stock kits
inside a non-stock kit
(nested kits)
Benefits
Create product/service
bundle
Simplify maintenance of
complex kits
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14. Enable/Disable Features
Enhancements
New feature switches were added, allowing more granular selection of the features that you want to use
• Warehouses
• Warehouses Locations
• Automatic Packaging
• Multiple Unit of Measure
• Blanket Purchase Orders
• Drop Shipments
• Notifications Module
Benefits
Less settings and configuration options to configure
Don’t be cluttered by fields, screens and features your do not need
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15. CRM

16. Lead & Contacts
Enhancements
Lead mass processing screen is split to
mass assignment and mass update
screens, allowing you to schedule
assignment process
Lead conversion wizard is eliminated and
replaced by direct convert actions to create
contact, opportunity or business account
New processing screen to purge leads that
were not converted, inactive contacts
Benefits
The ability to schedule the assignment
process makes you more efficient
Reduce clutter and simplify maintenance by
removing old leads and contacts

17. Activity Types
Enhancements
The list of activities that can be created can
now be extended through configuration
Default settings for time tracking can be set
on a per-type basis
Automatically categorize incoming and
outgoing activities
Benefits
More flexibility without need for
customization
Know exactly when was the last inbound or
outbound activity for a contact or account
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18. Multi-Select Attributes
Enhancements
New dropdown checklist UI control
Supported by the attributes system
Checked values are displayed in
coma-delimited fashion
Benefits
Improves usability and reduces
number of attributes that would have
been needed to handle similar
scenario
ISVs can extend their solution to
provide
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19. Projects

20. Allocation and Billing Rules
Enhancements
Complete redesign of the user
interface
Allocation and billing rules were split
in two distinct screens; makes more
sense since most companies have
only one billing rule and multiple
allocation rules
Benefits
Easier, more visual configuration of
allocation and billing rules
Spend less time duplicating your
standard billing rule and re-use it in
multiple projects

21. Rate Tables Configuration
Enhancements
Different rate tables can be configured,
allowing for distinct rate tables based on the
project or project task
Rate sequences can now be split into
different rate codes, enabling different rates
based on project/task/group/item/employee
combination
Benefits
Simplify configuration of your lookup rules
and minimize data entry
Focus on your projects and employees, not
on ERP configuration
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22. Other Project Improvements
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A “Non Billable” checkbox has been
added to AP Bills, Quick Checks and
Cash Transactions to identify
transactions that should not be
charged to customer
The earning type and overtime
multiplier is now saved with the PM
transaction, allowing you to use this
field as part of the allocation
formulas
For expense claims, the sales and
expense sub can now be combined
from project and project task
Ability to bill projects on
demand has been added
Timecards can now be
posted to an off-balance
account group so that GL
is not affected
Custom week settings
allows you to align time
card reporting periods
with internal billing and
revenue cut-off dates
Approval map can now
be configured for projects

23. Contracts

24. Contract Management
Enhancements
Contracts now have a distinct setup and activation date, allowing you to create and bill contracts that will become active
at a later time
A new deposit-type item has been added, allowing for retainer agreements to be managed using the Contracts module
Contracts may be billed to parent account or to a 3rd party account
Contracts can be upgraded at any time; during upgrade, setup fee can be prorated based on remaining contract duration
Promo (discount) codes can be specified at contract activation or upgrade
Renewal and recurring billing items can be priced as a percentage of setup item price, or using a predefined price without
the need to create separate non-stock items
Recurring items can be configured to be prepaid or postpaid
Contracts screen now provides ability to undo last action and redo billing
New History Tab shows all the actions performed for the contract as well as links to the related contracts
The ability to do per-case or per-activity billing is now configured at case class level, allowing you to have both billing types
for the same contract
Ability to bill contracts on demand has been added

25. Labor Class Assignment
Enhancements
A new “Earning Types” maintenance
allows you to define different codes,
with an associated multiplier
Earning Types are mapped to labor
items during contract billing
according to configuration set in
Case Class (1st) and Employee
Maintenance (2nd)
Benefits
Charge different rates on a contract
based on the employee, the type of
case or when the activity was done
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26. Supportability
Usability

27. Import Scenarios
Enhancements
It is now possible to create an import scenario automatically from
a file, without having to create a provider in a separate screen
The mapping has been simplified and is now centered around
source file data instead of target objects and commands
Order of fields in the mapping is not important; the system will
update the fields in the right order automatically
Commands (Save, Insert) are automatically generated and do not
need to be configured
System now allows for external keys to be stored and mapped to
internal keys, allowing easier updating of existing records in case
of reimport
Setting attributes value is now as simple as any other field
Benefits
Spend less time creating import scenarios
Focus on the data to be imported, not the commands and
internals of the system
Easily handle synchronization scenarios with external systems
with different record keys

28. Maintenance Mode
Enhancements
A “Schedule Lock-out” button
has been added to the Apply
Updates screen (SM.20.35.10)
Benefits
Schedule maintenance windows
and ensure non-administrators
can’t login during this period
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29. Trial and Test Companies
Enhancements
From the company maintenance, you can
change a company to a test company (note:
this operation cannot be reverted)
When working inside a test company, a banner
at the bottom of the screen and in every e-mail
sent will mention that product is in trial mode
and limited to two concurrent users
Benefits
Test any application features, including
features for which you do not hold a license
Train internal users without affecting the limit of
allowed companies (3 for departmental edition)
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30. Other Improvements
Pages that are customized now
show “CST” prefix in the Help
menu
The web browser URL now
contains an actual link to the
current record for easy
bookmarking or copy-pasting into
an e-mail or chat
Grid column selector has been
redesigned and is now
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31. Technical
Infrastructure

32. Performance, Scalability & Reliability
Enhancements
Session state can now be stored out of process
Server memory cache is now cleared automatically when the the user closes browser window
The 127 company limitation in a single database has been lifted
In multi-instance scenarios, a new option has been added to web.config to enable automatic publishing of custo
instance connected to a database
System now only loads columns that are visible in inquiry screens
Attributes are now fetched in a single subquery and returned in a single column
Benefits
Increase scalability and reliability of Acumatica by deploying application to multiple instances in load-balancing
Support more concurrent users on the same server and application instance
Make management or large deployments of Acumatica easier
Improved performance of inquiry screens

33. Reportings &
Dashboards

34. QR Codes
Enhancement
Embed QR codes in reports and
bind it to data
Benefits
Include an uniform payment slip on
your invoices, containing
remittance information in a QR
code (ISO 20022)
Access any record quickly by
scanning the record URL contained
in your reports

35. Dashboard Charts
Enhancements
Stacked charts now work!
Sorting options extended to allow
you to sort by value (ex:
customers with highest balance
first) or by category (ex: by
customer name)
Benefits
Analyze more than 2 values at
the same time on the same chart
Highlight highest or lowest values
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36. Customization

37. Code Browser Database
Enhancements
Searches made from the Find in Files
tab now return attributes and other utility
classes contained in PX.Objects.dll
Clicking on the file name opens the
source file in a new panel
Benefits
Understand how a particular feature
work without having to resort to
disassembling PX.Objects.dll
Customize the application more easily
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38. Source Control Integration
Enhancements
A new “Source Control” menu has been added to
Customization manager, allowing you to save your
projects to source control
Microsoft Team Foundation Server is supported, but
system can be extended to other source control
systems
Benefits
Facilitate collaboration and team work
Maintain detailed historical information on your
customization
Recover from accidental deletions and modifications
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39. Documentation & Training Materials
Every new feature is documented!
Documentation of AR, CRM, IN, PO, SO, FA and
PM modules has been restructured to make it
easier to use
Vastly improved developer and API documentation
Documentation also available in PDF format
47 courses now available on Acumatica University
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40. Skype: gabrielmichaud
twitter.com/gabrielmichaud
ca.linkedin.com/in/gabrielmichaud
Thank you!
Gabriel Michaud
Director of Product Management
gmichaud@acumatica.com