2024年Acumatica峰會：虛擬體驗（Acumatica 2024 Summit）嘉賓演講PPT合集（共71套打包）

1、Sales Order Kitting:A Deep-Dive Distribution Roundtable DiscussionDana Moffat,Dhiren Chhapgar,Valentina Shashkova,Karthik Gajendran2AgendaHousekeepingHouse Rules Roundtable ObjectivesSales Order Kitt。

2、Project Budgeting:How Smart Budgeting Processes Can Lead to Project SuccessJohn Bonsall&Heidi Dempsey2Presented byJohn BonsallERP Consultant Team LeadHeidi DempseySubject Matter Expert-Constructi。

3、Notifications:Automate Processes Using Business EventsMaja Talevska Milenkovska2AgendaIntroductionLearning ObjectivesSession Overview Importance of automationBusiness Scenario DiscussionUse Case Auto。

4、Retail Inventory Management:Overcoming Issues and Creating Opportunities Josh Fischer2AgendaAchieving Appropriate Inventory LevelsCross Vertical ConsiderationsMulti-Channel ManagementQA3Presented byJ。

5、Sales Tax:Acumatica Sales Tax Configurations DemystifiedOmar Ghazi2Presented byOmar GhaziSenior Product Manager-Integrations3AgendaOverviewTax Tables and Report SetupLearning Objective:Expanding into。

6、Retail Tax Accounting:Accurately Account for Taxes from Amazon and Other Sales ChannelsHatem Aboelela2Presented byHatem AboelelaERP Implementation Consultant 3AgendaIntroduction Learning ObjectivesSe。

7、Freight Shipment:How Pacejet and Acumatica Can Help Businesses Achieve Logistical NirvanaOmar Ghazi and Matt McRae2Presented byOmar GhaziSenior Product Manager-IntegrationsMatt McRaePartner Integrati。

8、Project Billing:Best Practices for Navigating Complex RequirementsJoel Hoffman&Heidi Dempsey2AgendaIntroductionsProject Billing Overview&DemonstrationProject Billing Scenarios&Demonstrati。

9、Generic Inquiries:Avoiding Typical PitfallsGregg Mercede2AgendaIntroductionLearning ObjectivesSession OverviewLearning Objective 1 Typical IssuesBusiness Scenario Use Case and SolutionDemoBenefits an。

10、Mobile Framework:Optimize the Acumatica Mobile App ExperienceCesar Betances&Ivan Babkin2AgendaIntroductionLearning Objectives Session Overview Acumatica App SetupBehind The SceneWSDL SchemaMSDL C。

11、Retail Kits and Matrix Items:When and Why to Choose One Product Structure Over AnotherMahmoud Sabaa2AgendaIntroductionLearning ObjectivesSession OverviewBusiness Scenario DiscussionQuizQ&A|Survey。

12、Data Security:Securing Your Business Information While Avoiding Common MisstepsVlad SushkinAgenda3AgendaPresenter introductionOur session objectivesIntro about cybersecurityData SecurityCommon securi。

13、Order Fulfillment:Strategies to Mitigate Stock ShortagesElaine Warren2Presented byElaine WarrenImplementation Services Team Lead3AgendaIntroductionLearning Objectives Related Items functionalitySessi。

14、Cost and Revenue Forecasting:Learn How Cost and Revenue Forecasting Can Maximize ProfitabilityJoel Hoffman&Mike Gillum2Presented byJoel HoffmanDirector,Product Management ConstructionMike GillumP。

15、No-Code Customizations:A Sneak Peek at Acumaticas Modern UIEugeniya Buriko&Valery Vydrin2AgendaThe Modern UI overviewDesign PatternsPersonalizationThe Modern UI ActivationNative Acumatica screens。

16、Migrating Project-related Data into Acumatica:Best Practices,Tips,and TricksHeidi Dempsey,John Bonsall,Drew Reich,Iqra Harrison and Kathy Lewis2AgendaIntroductionHistorical Job CostPro Forma ImportCo。

17、Reporting:Best Practices for Creating and Modifying Financial Reports for Budgeting and TrendingJim Bartow2CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill th。

18、Work in Progress(WIP)Process:Manage WIP and Make Better DecisionsAdelina Basyrova2AgendaIntroductionSession OverviewUse the Project WIP report to review the projects progress and make accurate GL adj。

19、Payroll:Managing Costs and ProjectsSonia Echols and Nicky Oliver2Presented bySonia EcholsTechnical Product ManagerNicky OliverERP Implementation Consultant3AgendaIntroduction to Acumatica PayrollBest。

20、Manufacturing Costing:Achieve Optimal Cost Control by Selecting the Right MethodAndre St.Amour2Presented byAndre St.AmourAcumatica Business Analyst 3AgendaIntroductionLearning Objectives Session Over。

21、Online Branding:What in the World is Headless Commerce,and How Can It Benefit Your Business?Josh Fischer,Keval Baxi,Shae Inglis2AgendaIntroductionsWhat exactly is Headless Commerce?How is Headless Co。

22、Manufacturing Trends:How Acumatica Helps Businesses Stay Ahead of the CurveDebbie Baldwin,Kim McElroy,Lisa Gaudette,Mark Gregory 2AgendaReshoring/NearshoringSustainabilityAutomationPersonalizationSup。

23、Time-Phased and Inventory Replenishment PlanningBen Thomas&Andre St.Amour 2Presented byAndre St.AmourAcumatica Business AnalystBen ThomasAcumatica Business Consultant3AgendaWhy Plan and What are 。

24、Creating New Screens:Best Practices for Easy MaintenanceNayan Mansinha&Dhiren Chhapgar2Presented byNayan MansinhaSolution ArchitectDhiren ChhapgarDirector Customization Services3AgendaIntroductio。

25、Sales Prices and Discounts:Maximize Sales,Revenue,and Profitability with Acumatica Anand Panchamia2AgendaIntroductionConcepts of Pricing in AcumaticaPricing TypesDiscount TypesBusiness Scenario Discu。

26、Warehouse Management:Acumatica WMS ShowcaseAnastacia Obryvaeva,Anastasia Kondratieva,Yisroel Hartman2AgendaConfiguration of the warehouse management in Acumatica ERP depending on your warehouse build。

27、Dashboards and Reports:Achieve World-Class Manufacturing Operations with Acumatica Features and CapabilitiesJames Mallory,Stephen Hennelly,Loni Dockter and Peter Bonoff 2AgendaIntroduction to Metrics。

28、Finance:Innovations in Expense Management Olga Anisimovich&Doug Johnson2AgendaExpense Management Capabilities and BenefitsExpense Management WorkflowsPurchase OrdersExpense ReceiptsCorporate Card。

29、Retail Dashboards:Creating Dashboards and Reports for Retail-Specific DataStacie Jurczak2Presented byStacie JurczakProgram Manager,Retail Edition3AgendaIntroductionSession OverviewLearning ObjectiveQ。

30、Retail Synchronization Challenges:Troubleshooting Common IssuesKarthik Gajendran2Presented byKarthik GajendranTechnical Product Manager3AgendaIntroduction Learning ObjectivesSession OverviewTroublesh。

31、Production Dependencies:Improving the Visibility of Production Dependencies in ProjectsAngie Rowley2AgendaIntroduction Session OverviewLearning Objective:Tying a Production Order to a Project TaskLea。

32、Mobile Solutions for Field Service:Getting the Most out of AcumaticaValentina Diaz and Cindy Whitner2Presented byValentina DiazLead Business AnalystCindy WhitnerSr.Product Manager3AgendaIntroductions。

33、Manufacturing Edition:Applying Journalisms 5 Ws&1 H to Manufacturing OperationsAngie Rowley,Luke Frey,Nick Knight and Kristin Christian 2AgendaThe 5 Ws and 1 H of Manufacturing OperationsAddressi。

34、Reporting:Building Reports for Scanning and PrintingJohans Saavedra2AgendaIntroductionLearning Objectives Session Overview Business Scenario DiscussionUse Case:Making the Quoting,Picking and Packing 。

35、Commerce Connectors:Mapping and Filtering DataHatem Aboelela2Presented byHatem AboelelaERP Implementation Consultant 3AgendaIntroductionLearning Objectives Session Overview Business Scenario Discussi。

36、CRM:Using CRM for Customer Service and Returns ManagementJin Y.Kim2AgendaCRM OverviewCustomer Service and Returns ManagementCase ManagementLots O StuffSupport Best PracticesLots More StuffReturns Man。

37、Platform:How the Acumatica xRP Platform Future Proofs Your Business and Keeps It CompetitiveSteven Houglum2AgendaPlatform:What is it?Acumatica xRP PlatformCompetitive AdvantageSummary3Presented bySte。

38、Acumatica Payments:Collecting Money and Building Customer LoyaltyDoug Johnson,Patty Benitez2AgendaPayment Processing OverviewAcumatica PaymentsRetail SolutionsAdditional FeaturesMerchant ServicesFutu。

39、Project-Specific Inventory:Mitigate Risk and Increase ProfitabilityEkaterina(Kate)Stepalina2Presented byEkaterina(Kate)StepalinaTechnical Product Manager,Projects&Construction3AgendaIntroductionP。

40、Project-based Taxes:Simplify the ComplexityEkaterina(Kate)Stepalina2Presented byEkaterina(Kate)StepalinaTechnical Product Manager,Projects&Construction3AgendaIntroductionProjects cost side:purcha。

41、Generic Inquiries:How to Optimize Generic Inquiry PerformanceSteven Houglum2AgendaIntroductionLearning ObjectivesSession OverviewLearning Objective TroubleshootingBusiness Scenario Use Case and Solut。

42、Point-of-Sale Solutions:Best Practices for Integrating with Acumatica Stacie Jurczak2AgendaIntroductionsWhat is Point-of-Sale?Who is Using Point-of-Sale?Which Point-of-Sale Solution?Benefits of Acuma。

43、Manufacturing Operations:How to Boost Traceability with Lot and Serial TrackingMunsell Randall2Presented byMunsell RandallPresales Engineer(Manufacturing)3AgendaIntroductionSession Overview:Productio。

44、Matrix Items:Entering the Matrix and Getting StartedScott Sandusky2Presented byScott SanduskyFunctional Presales Engineer3AgendaIntroductionLearning ObjectivesSession OverviewBusiness Scenario Discus。

45、Harness Business Data:Go from Data Zero to Data HeroJeff Spears,Joni Girardi,Barry Kukkuk 2AgendaIntroduction and BackgroundAcumatica Reporting ToolsGeneric Inquiries,Dashboards,and Side PanelsNetsto。

46、eCommerce:Processing eCommerce Returns and RefundsKarthik Gajendran2Presented byKarthik GajendranTechnical Product Manager3AgendaIntroductionProcessing Returns and Refunds in AcumaticaSession Overvie。

47、Data Synchronization:Optimizing Acumatica Sync Performance for High Volume RetailersKarthik Gajendran2Presented byKarthik GajendranTechnical Product Manager3AgendaIntroductionSession OverviewConnecto。

48、Low-Code/No-Code:Create Custom Workflows Without CodingDoug Johnson and Eugeniya Buriko2AgendaWorkflow OverviewUser toolsBusiness Process Expert ToolsSecurity User ToolsState Workflow EngineWorkflow 。