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Platform Showcase: Making the Ultimate Live Demo, by Gabriel Michaud
This document provides an overview and demonstration of the Acumatica platform. It discusses: 1. The goals of showcasing the Acumatica platform and new 5.0 features like MySQL and mobile framework. 2. How the platform architecture supports integrated solutions, applications, and features like web services APIs, mobile, and analytics. 3. A demonstration of creating a new equipment rental page from scratch using the platform's tools to define data, business logic, and user interface and integrate it with other ERP functions. 4. How the rental page can be tested, imported/exported, integrated with other areas like sales orders, accessed via web services and mobile apps.
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Platform Showcase: Making the Ultimate Live Demo, by Gabriel Michaud
- 1. Platform Showcase: Making the Ultimate Live Demo GabrielMichaud Better Faster Stronger Version 5.0
- 2. Goals of thisSession 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 AcumaticaCloud 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 DataAccess 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
- 7.
- 8. Our New Page- Mockup
- 9. Creating a NewPage • 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 • Makingthe Description field required • Validating the Serial Number (BOB- prefix)
- 11. What do wehave 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
- 13.
- 14. Importing/Exporting Data • Usingintegration services to quickly import data to your new screen
- 15. Integrating with theERP • Introduce the Extensibility Framework • Integrate with SO Order (pre-fill rental and redirect)
- 16. Using Web Servicesto 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: Masteringthe 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?
- 19. THANK YOU Gabriel Michaud gmichaud@acumatica.co m Skype:gabrielmichaud @gabrielmichaud
Editor's Notes
- #2 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
- #4 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.
- #6 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???
- #8 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
- #10 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)
- #11 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
- #12 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
- #14 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
- #16 SERVERUN rental
- #17 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
- #18 TODO: Add mobile mockup Explain merging of file Show that our required field, and custom serial validation works
- #19 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