Technology in Practice

In this video we go over setting up a business event (formerly called Automation Notifications) in Acumatica Cloud ERP and how to configure them. Business events can be used to set up automated emails, text notifications, and even run import scenarios based on certain events that happen in the system. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; } Contact Us if you have any questions or would like more information about Acumatica features and enhancements.

When the COVID-19 crisis hit, many companies experienced unexpected challenges in their supply chain. Production and shipping delays, shortages of critical items, and other unforeseen complications resulted in supply chain disruption across the globe. As we move forward towards a state of recovery, companies can take note of valuable lessons learned during the crisis in order to implement procedures that will help strengthen their supply chain and gain a competitive advantage in the days ahead. #1: It’s Important to Identify Your Critical Supply Chain The pandemic uncovered significant flaws in the supply chain that resulted in unexpected shortages of critical materials. Specifically, shortages of personal protection equipment such as gloves, masks, and other vital medical supplies caused major concern for essential workers at the forefront of the pandemic. So, how can unexpected shortages of critical items be prevented? While many companies procure large numbers of products and services, not all components have the same criticality. Moving forward, it should be considered essential to identify, assess, and document the critical elements of your supply chain – going beyond the bill of materials and including components needed to build and ship products. Take stock. What does your Critical Supply Chain look like? Read the full whitepaper from our partner Expense Reduction Analysts or contact us for more information. Thank you to Dileep Kulkarni, Principal Consultant at Expense Reduction Analysts for contributing to this blog.

Acumatica is a comprehensive solution with vast capabilities in its Financial Management, Distribution Management, Manufacturing Management, Customer Management, Field Service Management, Project Accounting suites, and is highly configurable and extensible. Acumatica Editions All Acumatica application suites are web-based and integrate fully with one another while working on a centralized database. Four Acumatica customers increased gross margins by $1.3 million, reallocated 50% of IT time (saving $614,300), increased sales volume by 15%, and more. Calculate your ROI here. Financial Management Edition The Financial Management Suite includes a core set of financial modules used by almost every organization. Acumatica financials are designed for companies with complex requirements, yet are easy to use in smaller organizations. Distribution Management Edition The Distribution Management Suite integrates with the financial management suite as a full distribution solution. Some benefits of this suite are managing the complexities of distribution such as purchasing, ordering, tracking inventory, filling orders, advance pricing and discounting, delivering customer support, and much more. Manufacturing Management Edition The Manufacturing Management Suite is a complete, multi-site manufacturing control and planning system. It integrates your production planning and shop floor via scanners with customer management, sales orders, inventory, purchasing, accounting, and financial reporting. It uses flexible business processes to plan and control your manufacturing operations, including supply and demand planning, production scheduling, and more. Acumatica Cloud ERP offers you and your staff anytime, anywhere access to your critical business management functions to support operational continuity and business resilience. Customer Management Edition The Customer Management Suite integrates sales, marketing, and customer service with your financials to help you close more sales and improve customer loyalty. Field Service Management Edition The Field Service Management Edition provides service order scheduling and dispatch, equipment maintenance, service contracts, warranty tracking, real-time GPS tracking, mobile voice, and image reporting to name a few! All the applications are web-based and accessible from any device, anytime, anywhere, which is ideal for your field workforce. Project Accounting Edition The Project Accounting Suite delivers project objectives on time and on budget while managing complex reporting requirements. Projects are included in company-wide financial reports with full multi currency support. Contact us to learn how Acumatica Cloud ERP can transform your business?

In this video we cover how to add demo data to an existing system in Acumatica Cloud ERP. This will allow you to have access to the already built dashboards and inquiries that Acumatica offers. Contact us if you have any questions or would like more information about Acumatica features and enhancements. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

Net at Work’s Sage X3 team is growing again. To better support our ever-increasing number of clients, we have added 7 new members to our Sage X3 team this quarter. They bring decades of expertise to the team in the areas of Project Management, Food & Beverage, Pharmaceuticals, and Chemical. Please take a moment to learn more about the skills each brings to our practice. We are pleased to welcome…. Mark Miller Sage X3 Team Manager mmiller@netatwork.com | Direct: 646-517-1012 Mark has over 10 years’ experience implementing the Sage X3 product in various roles. Additionally, he has multiple years working with ERP application implementations providing clients with knowledge and guidance. He has managed multiple internal and external companywide ERP implementations. He has a strong manufacturing and distribution background combined with X3 interaction. Mark continues to build on his 30 plus year career in successively more responsible roles in manufacturing, inventory, planning, shipping and production reporting, gaining experience and insight through project managing ERP implementations, transitioning into corporate information technology management and consulting. Scott Graybill Solutions Architect sgraybill@netatwork.com | Direct: 646-293-1731 Scott brings over 20 years of technical experience including 10+ years implementing Sage X3. During his tenure, he has consulted across multiple industries including but not limited to distribution, manufacturing, transportation, food and beverage, pharma/nutraceutical and chemical. He enjoys learning about a customer’s needs, then defining, designing and implementing that vison in the Sage X3 product. Prior to working with Sage X3, Scott designed and implemented Warehouse Management and Shipping Interface Systems. Scott holds a BS in Computer Science and an MBA in Information Systems. Mike Shields Project Manager mshileds@netatwork.com | Direct: 646-585-8813 Michael brings over 15 years of enterprise systems implementation and project management experience to Net at Work. He has served companies in the manufacturing, industrial products, and energy industries. He has primarily worked with Sage X3 for the past few years, having led or been a key contributor in deploying the solution for global distribution companies. His client focus, and strong personal commitment to project success and collaborative attitude in projects have been key traits that have helped him succeed in those endeavors. Norm Hawkins Software Developer, Sage X3 nhawkins@netatwork.com | Direct: 646-293-1778 Norm has been working with Sage X3 for 13 years doing ERP customizations, technical training/support and Crystal reports. His background includes software development across several platforms and a wide variety of industries from automotive to robotics. He specializes in productivity enhancements and Crystal Reports design for Sage X3. Norm is Sage certified as both a X3 Technical Consultant and X3 ERP Developer. Don Morey Account Executive, Sage X3 Dmorey@netatwork.com | Direct: 920-981-4325 Don has been working in the enterprise application software space for 20+ years and Sage X3 for 5+ years. His expertise spans many industries including discrete & process manufacturing, consumer products goods, regulated industries, wholesale distribution, among others. He combines a strong functional and technical background with excellent communications and interpersonal skills in helping clients evaluate the best possible combination of products and services to meet their business needs, goals and objectives. Mark Pinard Sales Engineer, Sage X3 mpinard@netatwork.com | Direct: 646-517-6075 Mark has been working in ERP market for over 25 years. He has two Bachelor of Science degrees, one in Business Administration and Computer Sciences. He has over 13 years of experience demonstrating Sage ERP X3 into complex business environments. Mark has extensive experience with process manufacturing verticals, food & beverage, chemical, pharmaceuticals, life sciences and discrete manufacturing. Mary Simon Consultant, Sage X3 msimon@netatwork.com | Direct: 646-517-6078 Mary is a Chemical and Materials Engineer. In the 1990s she owned a software/internet company automation business installing POS software and hardware in small to medium businesses. She has worked with Sage X3 for over 6 years starting in X3 support then as a PSG consultant. She has experience with many of the ISVs that integrate with X3. She has successfully implemented X3 into a number of distribution and manufacturing companies. As a Professional Service consultant at Net at Work she continues to help companies complete implementation of X3 in a cost effective and timely fashion.

Acumatica gives you the ability to turn on Audit History for most screens within Acumatica. You can see the History by clicking on the Tools Menu on each screen and selecting Audit History. However, if Audit History is not turned on, you will only see this To turn on Audit History, follow these steps: 1) In the Enable / Disable Features Screen (CS100000) within System Management, enable “Field-Level Security” 2) Under the Audit Screen (SM205510) select the screen name you want to track. Make sure to enable Audit History in the top section. Then select the tables you want to track. Tip: • There are many tables on each screen so make sure to look at the multiple pages of tables for each screen. • The more you track, the larger your Acumatica database will be come. Please consider this if your database limit is small. 3) Once completed, you will be able to see all history for the records on that screen. Contact us if you have any questions or would like more information about Acumatica features and enhancements.

Sage recently announced that the Sage Advocate program will officially end on October 21, 2020.  For smaller Sage resellers this is just the latest addition to what is already a perfect storm of challenges in the industry – all within a pandemic that has brought sweeping change in the global business environment.  These evolving market conditions have caused many Sage resellers to revisit their business plans, strategy and timelines, and partners are turning to the Net at Work Alliance Program for options and solutions. Since its launch in 2013, under the leadership of Tom Miller, the Partner Alliance Program has grown to include a community of 200 partners; 45 are Sage resellers and 20 of those are members of the Sage Advocate Program. A recent survey of the Net at Work Alliance partners indicated that 85% of our partners are satisfied with the program, including 100% of our Sage Advocate partners.   Here are a few examples of partner comments captured in the recent survey:  “I like being able to expand our ability to find solutions for clients when we do not internally possess the skillset to do so. I also appreciate the referrals to our firm when we are able to provide a skillset”  “The people are great as is the value to my customers, and the program has had a positive financial impact on my business” “We’re heading into our third year in the program and it has been a huge help”  The Net at Work Alliance Program offers options to Sage partners based on their needs and where they are in their company lifecycle.  Whether it is our reseller program, a purchase of the customer base or a full merger and acquisition conversation, we always meet our partners at their point of business inflection and maximize the value of their business. We are committed to working with partners in turning today’s challenges into opportunities, enabling you to unleash the power of your business and better serve your clients today and well into the future.  For more information please visit us at www.netatwork.com/alliance/ or email me directly at irabinovich@netatwork.com.

In this video we cover connecting excel to a generic inquiry using Odata. This is useful if you would like to use excel to filter and sort data using excel rather than using the functionality inside Acumatica. Contact us if you have any questions or would like more information about Acumatica features and enhancements. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }

On August 5, 2020, Sage held a virtual conference for Sage X3 customers and partners. The event, Intelligent ERP Powered by the Sage Ecosystem, was a 4 hour complimentary virtual online event dedicated to Sage X3 and the add-on solutions that integrate with Sage X3. This online conference offered sessions with valuable business advice on key topics, presented by Sage and third-party experts. If you missed the live event, you can now take part in the on-demand version which will be available through September 5, 2020. WHY ATTEND? The virtual online event dedicated to Sage X3 customers and partners included: Conference sessions with valuable business advice on key topics, presented by Sage and third-party experts, including a presentation by our colleagues at Pixafy on our erpCommerce™ solution: Quick to Market eCommerce for Magento Built for Sage X3. Other session topics included: automating accounts payable, inventory optimization, leveraging automation to drive your business, business intelligence and many more. PDFs of session slides are available. A virtual exhibit hall where you can get information from our partners and providers of third-party add-ons for Sage X3. DO I NEED TO REGISTER TO ATTEND? Yes, you will need to complete the registration form to be able to access the on-demand event. On the registration form please be sure to include Net at Work as your Sage Business Partner. DO I NEED TO DOWNLOAD OR INSTALL ANY SOFTWARE TO BE ABLE TO ATTEND? No. You do not need to download or install any software to participate in the on-demand conference. You only need to have access to the Internet. Register here or, for more information about the Sage X3 ecosystem, please contact us.