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Sep 16

Acumatica Training – Prices and Discounts

September 16 @ 12:00 pm - September 18 @ 2:00 pm

Acumatica Cloud ERP

Register for Webinar

End-User Course: Prices and Discounts (online)

September 16 @ 9:00 am PT – September 18 @ 11:00 am PT

In this course, you will learn how to configure various types of sales prices and customer discounts, as well as how to create a sales price worksheet and a vendor price worksheet. You will learn to apply correct sales prices and customer discounts to AR invoices and sales orders, to update sales prices and customer discounts, and to analyze GL batches the system creates when posting a document with discounts. You will also learn what types of organization structures can exist and be configured in Acumatica ERP, and how to configure inter-branch balancing transactions.

Who Should Attend:

  • Acumatica ERP users who are involved in financial processes in a company
  • Partners who conduct training for customers (no configuration is expected on this class)

Training Syllabus: The program is covered over three days as follows:

  • Day 1: Sales Prices. In this session, you will learn how to view various sales prices configured in the system, how to configure sales prices for different units of measure (UOMs) for a particular item and how to update prices in an existing sales order, and how configure sales prices for a particular warehouse and volume-based sales prices for a particular stock item. You will also learn how to create sales price worksheets with different regular and promotional prices.
  • Day 2: Customer Discounts. In this session, you will learn how to create and release invoice with a manual line discount and the invoice with a manual document discount. You will also learn how to configure line discounts of different types (discount by amount and discount by quantity) and explore how these discounts are applied in AR invoices. You will learn how to configure an automatic volume discount for a particular stock item and explore how it is applied to a sales order. Also, you will learn how to configure an automatic group discount for particular non-stock items and how the system applies this discount to an AR invoice in combination with an existing line discount and document discount.
  • Day 3Companies and Branches. In this session, you will review the configuration of the company with multiple branches that do not require balancing. You will then learn how to process a bill between these branches and review the relevant account balances. You will also review the configuration of the company with multiple branches that require balancing. You will then learn how to process a bill across these branches and review account balances. You will review the configuration of the company with multiple branches that require balancing. You will then learn how to process a bill across these branches and review account balances.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

  • Mon, Sep 16, 2019 9:00 AM – 11:00 AM PT
  • Tue, Sep 17, 2019 9:00 AM – 11:00 AM PT
  • Wed, Sep 18, 2019 9:00 AM – 11:00 AM PT

Registration URL:  https://webinar.ringcentral.com/webinar/register/WN_5e1yJg4DQs6nbZuZKbfJlg

 

Register for Webinar

Details

Start:
September 16 @ 12:00 pm
End:
September 18 @ 2:00 pm
Event Categories:
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Event Tags:
Website:
https://webinar.ringcentral.com/webinar/register/WN_5e1yJg4DQs6nbZuZKbfJlg

Venue

Webinar

Organizer

Acumatica
Website:
https://acumatica.com
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