Acumatica Modules & Capabilities

Managing Ledgers4

Supports one actual ledger plus unlimited additional ledgers per company, so organizations can keep actual figures alongside statistical, budget, and reporting data. Includes reporting and statistical ledger types for parallel views of financial information.

Multiple Ledger Support · Reporting Ledgers · Statistical Ledgers

Creating a Vendor6

Creates vendor records with the tools to enter and organize vendor data efficiently, including planning attributes, default settings, locations, and security controls.

Vendors: Vendor-Related Planning · Vendors: Vendor Defaults and Overrides · Vendors: Vendor Locations · Vendors: Security Configuration · Vendors: Configuration Prerequisites

Creating a Customer6

Creates customer accounts holding all the information needed to do business with each customer, including addresses, locations, contacts, payment settings, and financial, purchase, and mailing preferences.

Customers: Customer Account Planning · Customers: Customer Class Settings · Customers: Customer Locations · Customers: Security Configuration · Customers: Configuration Prerequisites

Configuring Cash Accounts5

Supports an unlimited number of cash accounts, kept separate from the general chart of accounts yet linked to GL accounts, to give a clear read on cash flow.

Cash Account Configuration · Cash Account Types · Security of Cash Accounts · Entry Types

Setting Up the Recognition Process3

Sets up revenue and expense recognition by turning on Deferred Revenue Management and defining the deferral codes it needs.

Deferral Code Setup · Recognition Methods for Deferred Revenues or Expenses

Depreciation Configuration8

Chooses a depreciation method and its settings on a per-asset basis, drawing from a range of options including region-specific and table-based approaches.

Predefined Depreciation Methods · Dutch Depreciation Methods · Australian Depreciation Methods · New Zealand Depreciation Methods · Table Depreciation Methods

Implementing the Contract Functionality3

Sets up the base configuration, entities, and initial terms needed before a business can begin drafting contracts.

Contract Functionality Implementation: Configuration Prerequisites · Contract Functionality Implementation: Discount Application to a Contract

Processing Expense Receipts4

Lets employees record and submit individual expense receipts for approval and reimbursement, following the expense policy each company configures.

Expense Receipts: Scanning of Expense Receipts in the Mobile App · Expense Receipts: Expense Receipt Approval · Expense Receipts: Taxes in Expense Receipts

Creating Account Groups3

Groups general ledger accounts into account groups used to track project budgets, costs, and future revenue in project-related documents.

Account Groups: Default Account Groups · Account Groups: Configuration Prerequisites

Managing Companies and Branches5

Sets up the legal companies and branches that make up an organization, each with its own balance sheet and tax reporting where multibranch or multicompany support is enabled.

Companies and Branches · Multiple Branch Support · Basic Models for Multibranch Organization · Security of Organization Branches

Managing the Chart of Accounts7

Lets each company build a structured chart of general ledger accounts tailored to its needs, from account numbering through ongoing maintenance. Covers account identification, retained earnings handling, denominated accounts, and posting and consolidation settings.

Account Identification · Chart of Accounts · YTD Net Income and Retained Earnings Accounts · Denominated Accounts · Post and Consolidation Account Settings

Managing Parent-Child Relationships3

Links customer accounts representing franchises, branches, or other units into parent-child hierarchies, so billing and credit can be managed at the group level.

Parent-Child Relationships: Credit Policy Application · Parent-Child Relationships: Relationship Removal

Managing Cash Transactions5

Records cash-only transactions — funds transfers, cash entries, and transfer-related fees — that don't touch customer or vendor balances, and keeps a check register.

Cash Transaction Processing · Cash Transaction Monitoring · Cash Transaction Approval · Cash Flow Forecasting

Processing Deferrals7

Manages deferrals end to end, with deferral codes assigned to stock and non-stock items driving automatic recognition schedules, adjustments, and contract revenue.

Recognition of Revenue and Expenses · Recognition of Deferrals in Previous Periods · Recognition of Revenue from Customer Contracts · Custom Deferral Schedules · Adjustment of Deferrals

Processing Expense Receipts with Corporate Cards3

Lets employees categorize and track purchases, including project-related spending, made on a company credit card, alongside any out-of-pocket expenses awaiting reimbursement.

Expense Receipts with Corporate Cards: Bank Reconciliation for a Corporate Card · Expense Receipts with Corporate Cards: Mass-Processing of Documents

Configuring Predefined Mailings for Customers3

Sets up ready-made email mailings for sending customer documents out of the sales order and accounts receivable subledgers.

Mailings for Customers: Available Mailings · Mailings for Customers: Mass Processing

Managing Payment Methods3

Configures the payment methods the organization uses to pay vendors and the methods customers use to pay the organization.

Payment Methods for Customers · Payment Methods for Vendors

Managing Recognition for Packages3

Handles revenue recognition for packages sold as multiple-deliverable arrangements (MDAs), splitting a single package price across components with different recognition treatment.

Configuring a Package · Processing Packages

Credit Terms4

Defines payment due dates, cash discount conditions, and single- or multiple-installment terms that a buyer must meet to purchase on credit, configured through the Credit Terms (CS206500) form.

Setup of Credit Terms · Setup and Calculation of Cash Discounts · Examples of Credit and Cash Discount Periods

Processing Expense Claims5

Bundles one or more expense receipts, covering costs such as travel, lodging, and freight, into a claim that is prepared, approved, and reimbursed as a unit.

Expense Claims: Taxes in Expense Claims · Expense Claims: Expense Claims in Different Currencies · Expense Claims: Expense Claim Approval · Expense Claims: Expense Claim Release

Setting Up the Financial Year3

Configures how a fiscal year is broken into periods, since every transaction must post to a defined period. Covers both the initial setup and later adjustments to that year layout.

Financial Year Configuration · Financial Year Modification

Processing Cash Entries4

Captures cash entries carrying the Disbursement or Receipt type and moves them through the rest of system processing.

Cash Entries: Adding Taxes · Cash Entries: Mass Processing of Documents · Cash Entries: Related Forms

Preparing Customer Statements3

Generates periodic customer statements summarizing financial activity and ending balance for a statement cycle, which customers use to reconcile their account.

Customer Statements: Multicurrency and Consolidated Statements · Customer Statements: Statements for Specific Branches

Calculating the Costs of Produced Items3

Calculates the cost of items produced in manufacturing using either an actual or an estimated costing method.

Cost Calculation for Produced Items: Actual Costing Method · Cost Calculation for Produced Items: Estimated Costing Method

Generating Financial Calendars5

Generates financial calendars made up of years and periods in which the organization records revenues and expenses. Supports a master calendar, company-specific calendars, multiple calendars across entities, and period adjustments within a year.

Master Calendar Generation · Companies' Financial Calendars · Multiple Calendar Support · Modification of Periods for a Year

Creating a Non-Stock Item3

Creates non-stock items for services, labor, charges, or goods that do not require warehouse quantity tracking.

Non-Stock Item: Configuration Prerequisites · Non-Stock Item: Related Forms

Performing Funds Transfers4

Records and releases fund movements between bank accounts, and likewise between cash accounts sharing the same linked GL account.

Funds Transfers: Correcting a Released Funds Transfer · Funds Transfers: Mass Processing of Documents · Funds Transfers: Related Forms

Managing Contracts5

Handles ongoing contract operations after activation, such as changing terms, canceling the last recorded action, renewing, and terminating a contract.

Contract Management: Fixed-Price Contracts · Contract Management: Contract Upgrade · Contract Management: Last Action Cancellation · Contract Management: Contract Renewal

Tracking Cash Payments4

Tracks cash payments to simplify reconciliation, accommodating the different ways banks record finance charges and deposits.

Reclassification of Unknown Payments · Registration of Finance Charges · Preparation of Deposits

Tracking Contract Usage3

Records the services delivered under an active contract as contract usage, which is the basis for billing runs, with the record type varying by the scenario a business is tracking.

Contract Usage: Contract Usage · Contract Usage: Labor Items for Billing Contracts

Correcting Sales Invoices3

Corrects a released sales invoice, either through a correction invoice that supersedes it or by canceling the original and issuing a replacement, or no replacement at all.

Sales Invoice Correction: Cancellation of an Invoice · Sales Invoice Correction: Mass-Processing Documents

Processing AP Bills3

Covers creating and releasing vendor bills, with reports and inquiries for tracking the resulting transactions.

AP Bills: Bill Reversal · AP Bills: Mass Processing and Document Consolidation

Managing Bank Statements3

Imports, tracks, and matches bank statement records against transactions in the system, giving fast and accurate tools for cash account reconciliation.

Importing Transactions · Processing Imported Transactions

Preparing Dunning Letters4

Produces printed dunning letters using Dunning Letter (AR661000), a report that can be customized through Acumatica Report Designer.

Preparation of Dunning Letters: Dunning Process by Customer · Preparation of Dunning Letters: Dunning Process by Document · Preparation of Dunning Letters: Using the AR Aging Report

Billing Contracts3

Bills recorded contract usage according to scenario-specific rules, covering ongoing services such as hosting or connectivity as well as maintenance agreements tied to a warranty period.

Contract Billing: Contract Examples · Contract Billing: Mass-Processing

Performing Bank Reconciliation10

Reconciles cash accounts against bank records to surface discrepancies between balances tracked internally and by the bank, supporting strong internal control over cash.

Bank Reconciliation: Optional Reconciliation Operations · Bank Reconciliation: Support for OFX and Other File Formats · Bank Reconciliation: Uploading and Processing of Bank Transactions · Bank Reconciliation: Transaction Matching · Bank Reconciliation: Reconciling Transactions in Foreign Currencies

Processing Debit and Credit Adjustments4

Corrects released AP documents by issuing debit adjustments that reduce the payable balance or credit adjustments that increase it.

Debit and Credit Adjustments: Debit Adjustments with Cash Discounts · Debit and Credit Adjustments: Refunds · Debit and Credit Adjustments: Mass Processing

Processing AR Invoices6

Covers creating, releasing, and tracking customer invoices, including applying payments during the invoicing flow.

AR Invoices: Invoice and Memo Processing Flow · AR Invoices: Invoice Recording · AR Invoices: Invoice Releasing · AR Invoices: Tracking AR Documents · AR Invoices: Mass Processing of Documents

Performing Settlement of Credit Card Payments and EFTs3

Creates bank deposits automatically for credit card payments and electronic funds transfers settled with the bank, removing manual deposit entry.

Reconciliation of EFT Payments · Settlement of Stripe Payments

Applying Overdue Charges4

Calculates additional charges on any document past its due date as of a chosen calculation date, grouped either by statement cycle or by customer class, and reflects the charges on customer statements.

Overdue Charges: Charge Codes · Overdue Charges: Criteria for Creating Overdue Charge Documents · Overdue Charges: Example of Applying Calculation Methods

Configuring Certified Projects3

Configures government-contracted projects such as public construction work, capturing the guaranteed labor rates, associated deductions and benefits, fringe amounts, and reporting obligations tied to the contract.

Certified Projects: Deductions and Benefits · Certified Projects: Fringe Benefits

Correcting AR Invoices3

Corrects issued invoices by creating credit memos and debit memos rather than editing released documents.

AR Invoice Correction: Support for Credit Terms in Credit Memos · AR Invoice Correction: Mass Processing

Processing Direct Write-Offs3

Writes off small or uncollectible customer balances directly, supporting a credit-based write-off as well as a balance-based one under this direct approach.

Direct Write-Offs: Write-Off Setup · Direct Write-Offs: Mass Processing

Importing Financial Data3

Imports trial balances, GL transactions, vendor and customer master records, and outstanding open documents from a prior system during migration, cutting down on manual re-entry.

Preparation for Importing Trial Balances · Import of Trial Balances

Paying AR Invoices8

Records a customer payment against an invoice, then releases the payment together with how it was applied to settle the receivable balance.

Invoice Payments: Payment Processing Flow · Invoice Payments: Payment Recording · Invoice Payments: Manual Payment Application · Invoice Payments: Release of Payments · Invoice Payments: Release of Application Records

Processing Sales with Payments and Prepayments4

Records funds received against a sales order, whether collected in advance or at time of shipment, so businesses can track what has and has not been paid.

Sales with Payments and Prepayments: Increasing of the Authorized Amount · Sales with Payments and Prepayments: Sales Orders with a Required Prepayment Amount · Sales with Payments and Prepayments: Prepayments and Payments in Invoices

Processing Prepayments3

Creates and releases customer prepayments, applies them to invoices, and reverses prepayment applications when needed.

Invoice Prepayments: Release of Prepayments · Invoice Prepayments: Payment Receipts

Preparing a Consolidated Financial Statement3

Builds a consolidated financial statement for a parent and subsidiary running on different base currencies, using the Analytical Report Manager toolkit.

Consolidated Financial Statement: Performing a Translation · Consolidated Financial Statement: Creating a Customized Report

Processing Prepayment Invoices for Sales Orders6

Generates a prepayment invoice carrying the sales order's items and tax on the prepaid amount, either created directly from the order or linked after being created manually.

Prepayment Invoices: Application of Prepayment Invoices to Sales Invoices · Prepayment Invoices: Creation of Prepayment Invoices from Sales Orders · Prepayment Invoices: Application of Group and Document Discounts to Prepayment Invoices · Prepayment Invoices: Linking to Sales Orders · Prepayment Invoices: Mass Creation

Processing Prepayment Invoices in AR4

Handles customer prepayment invoices for jurisdictions where taxes on prepayments must be reported in the period the money is received.

AR Prepayment Invoices: Correction of a Prepayment Invoice · AR Prepayment Invoices: Effortless Refunds · AR Prepayment Invoices: Payment Links

Reclassifying Transactions3

Fixes batches that posted with the wrong ledger account, subaccount, or branch by reclassifying entries instead of reversing and re-keying them.

Reclassifying Transactions: Initiation of the Reclassification Process · Reclassifying Transactions: Correction of Reclassified Transactions

Applying Payments to Particular Lines of AP Documents3

Pays AP bills at the individual line level, giving organizations granular control over which expenses within a document get settled.

Applying Payments to Particular Lines: Support of Taxes · Applying Payments to Particular Lines: Mass Processing

Processing AR Documents with Retainage6

Supports retainage billing, letting a customer hold back a portion of what's owed until agreed contract terms are met — common in construction.

Configuration of the Default Retainage Settings in the Accounts Receivable Subledger · Processing Flow of AR Documents with Retainage · Consolidated Retainage Documents · Examples of Processing Invoices with Retainage · AR Retainage Adjustment Cases

Preparing a Tax Report for Sales Taxes3

Compiles a sales tax report for a given company, tax agency, and open reporting period, streamlining the periodic filing that businesses owe to each tax authority.

Tax Report Preparation: Overview of the Tax Reporting Process · Tax Report Preparation: Tax Report for a Closed Period

Processing AP Documents with Retainage6

Withholds a portion of contract amounts from vendor payments until work is completed, a requirement common in construction, when the Retainage feature is enabled.

Configuration of the Default Retainage Settings in Accounts Payable · Processing Flow of AP Documents with Retainage · Correction of a Bill with Retainage · Examples of Processing Bills with Retainage · AP Retainage Adjustment Cases

Managing Item Costs and Valuation Methods9

Applies a chosen valuation method to track each stock item's cost over time, feeding accurate cost-of-goods-sold figures into sales and inventory postings.

Item Costs and Valuation Methods: Transactions That Record Costs in Layers · Item Costs and Valuation Methods: Average Method · Item Costs and Valuation Methods: FIFO Method · Item Costs and Valuation Methods: Specific Method · Item Costs and Valuation Methods: Standard Method

Preparing Government Reports3

Lets users select the company, branch, period, and state for a filing and hands off to the Aatrix website to complete and submit the report.

Preparing Government Reports: Records of Employment · Preparing Government Reports: Canadian Tax Forms

Processing Vouchers3

Lets users key in a mixed batch of documents on one journal voucher screen, spanning cash receipts, customer invoices, prepayments, disbursements, vendor bills, payments, and general ledger entries.

Voucher Processing Workflow · Journal Voucher Entry

Processing Prepayment Invoices6

Handles vendor prepayment invoices, including jurisdictions where VAT must be recognized and reported at the time a deposit is paid to a supplier.

AP Prepayment Invoices: Creation of a Prepayment Invoice · AP Prepayment Invoices: Impact on a Vendor’s Balance · AP Prepayment Invoices: Paying a Prepayment Invoice · AP Prepayment Invoices: Application of a Prepayment Invoice to AP Bills · AP Prepayment Invoices: Balance Reports

Processing Credit Card Payments6

Stores and updates customer credit card information and uses it to collect invoice payments, including mass-processing of card charges.

Card Payments · Automatic Payment Collection · Credit Card Synchronization with Acumatica Payments · Import of Credit Card Refunds · Automatic Credit Card Surcharges

Closing Inventory Periods3

Closes a given accounting period within the inventory subledger ahead of the general ledger close, blocking any further postings to that period.

Financial Period Closing in the Inventory Subledger · Reconciliation of the Cost of Inventory with the Account Balance

Creating Documents for External Payment Processing3

Integrates with external payment processors such as BILL, removing the need to store vendor bank details locally when vendors are connected to the same platform.

Distributing Debit Adjustments Among Bills · Processing International Payments

Forecasting Budgets by Periods3

Breaks a project's budget down by financial period to compare monthly budgeted amounts against actual revenue and expenses.

Project Budget Forecasts: Generation of Periods · Project Budget Forecasts: Example of Rounding

Recognizing AP Documents from PDFs5

Extracts data from vendor invoice PDFs received by email and turns them into AP bills automatically, eliminating time-consuming manual entry.

AP Documents from PDFs: Recognition of Purchase Orders in Bill Lines · AP Documents from PDFs: Recognition of Project-Related Data · AP Documents from PDFs: Detail Mapping · AP Documents from PDFs: Search for a Vendor by Email Address

Reclassifying Project-Related GL Transactions3

Fixes a set of project-related general ledger transactions that were posted with incorrect account, branch, project, cost code, or task data.

Transaction Reclassification: Mass-Processing · Transaction Reclassification: Limitations

Filing Out the 1099 Forms5

Tracks payments made to US-based independent contractors and generates the IRS's 1099-NEC and 1099-MISC forms needed for filing.

Configuring 1099 Reporting · Maintaining and Filing the 1099 Forms · Filing the 1099 Forms Electronically · End-of-Year Actions

Filing CRA Forms6

Generates T5018 and T4A forms and files them electronically with Canada's tax authority, the CRA, covering contract payment reporting for construction businesses.

Configuring CRA Reporting · Filing the T5018 Form Electronically · Filing the T4A Form Electronically · Printing T4A Slips · Emailing T4A Slips

Performing GL Consolidation3

Prepares consolidation units and imports subsidiary financial data into the parent company, completing the group consolidation cycle.

GL Consolidation: Account Mapping · GL Consolidation: Subaccount Mapping

Working with Taxes in Projects5

Automatically calculates and applies taxes on documents entered for a project, including project-specific tax zones and change order tax handling.

Taxes in Projects: Project Expenses with Taxes · Taxes in Projects: Inclusive Taxes in AR Documents · Taxes in Projects: Project-Specific Tax Zones · Taxes in Projects: Tax Calculation in Change Orders

Managing Multicurrency Projects3

Tracks project costs and revenue in a project-specific currency alongside the company's base currency, including billing customers in their own currency.

Multicurrency Projects: Project-Related Documents in Multiple Currencies · Multicurrency Projects: Unit Rates in the Project Budget

Processing Prepayments for Purchase Orders4

Records an advance payment made to a vendor against a purchase order, which the system later applies on its own to the AP bill it produces.

Prepayments for Purchase Orders: Calculation of the Prepayment Amount · Prepayments for Purchase Orders: Canceling Prepayments · Prepayments for Purchase Orders: Linking Documents

Processing Prepayment Invoices in Purchase Orders3

Generates a prepayment invoice from a purchase order so tax on a vendor deposit is recognized when the payment is made and included in that period's report, a requirement in certain countries.

Prepayment Invoices: Creation of a Prepayment Invoice · Prepayment Invoices: Processing Workflow

Allocating the Purchase Price Variance3

Accounts for the gap between what an item costs per unit on its purchase receipt and what it costs per unit on the resulting bill, a difference that can stem from exchange-rate shifts or vendor price changes.

Purchase Price Variance Allocation: Example 1 · Purchase Price Variance Allocation: Example 2

Other capabilities192

Multicurrency Funds Transfers: Mass Processing · Credit Verification Rules: Configuration Prerequisites · Contract Item Creation: Contract Items · Payment Methods: Direct Deposits · Contract Template Creation: Contract Templates

Managing Bills of Material9

Defines the materials, labor, tools, and overhead needed to build an assembly through bills of material, with support for revisions, phantom assemblies, and multiple levels.

Bills of Material: Operations · Bills of Material: Multilevel BOMs · Bills of Material: Phantom Assemblies · Bills of Material: Configuration Prerequisites · Bills of Material: Key Features

Producing Items10

Manages production orders that convert raw materials and components into finished items, tracking labor, item availability, and the resulting work-in-process costs.

Production Processing: Control Point Operations · Production Processing: Nonsequential Reporting of Quantities · Production Processing: Item Availability and Allocation · Production Processing: Production for Sales · Production Processing: Processing of Inventory Transactions

Managing Production Cost Drivers8

Identifies the cost components, such as materials, labor, overhead, and tooling, that combine to form the total manufacturing cost of each finished item.

Production Cost Drivers: Planned and Actual Costs · Production Cost Drivers: Material Costs · Production Cost Drivers: Labor Costs · Production Cost Drivers: Overhead Costs · Production Cost Drivers: Tool and Machine Costs

Calculating the Costs of Produced Items3

Calculates the cost of items produced in manufacturing using either an actual or an estimated costing method.

Cost Calculation for Produced Items: Actual Costing Method · Cost Calculation for Produced Items: Estimated Costing Method

Producing Items with Outside Processing6

Tracks materials and payments when part of production is contracted out to a subcontractor for outside processing operations.

Outside Processing: Configuration · Outside Processing: Subcontractor's Storage of Materials · Outside Processing: Charges for Subcontractor Services · Outside Processing: Automatic Move Transaction · Outside Processing: Processing Workflow

Production Management5

Covers day-to-day production management tasks, including disassembling finished goods, processing rework or repair orders, reversing receipts, and closing production periods.

Disassembly Process · Rework/Repair Orders · Reversal of Production Receipts · Period Closing Tasks

Inventory Planning with MRP6

Balances supply and demand across manufacturing operations through material requirements planning, including forecasts, a master production schedule, and automated planning runs.

Inventory Planning with MRP: Process Details · Inventory Planning with MRP: Forecasts and Master Production Schedule · Inventory Planning with MRP: Planning Transfers in MRP · Inventory Planning with MRP: MRP Processor · Inventory Planning with MRP: MRP Procedures

Other Manufacturing Functionality6

Covers supporting manufacturing functionality such as attributes, factory-floor data collection, master data imports, project integration, and manufacturing reporting.

Using Attributes in Manufacturing · Manufacturing Data Collection · Importing Master Data into Manufacturing · Integration with Projects · Using Manufacturing Data in Inquiries and Reports

Product Configurator8

Uses a rules-based system to configure and price custom, made-to-order products without requiring a unique stock item and BOM for each product variation.

Product Configurator: Processes and Functions · Product Configurator: Rule Processing · Product Configurator: Managing Configurations · Product Configurator: Supplemental Items · Product Configurator: Production Management Integration

Managing Inventory Kits4

Bundles several individual items, whether warehouse-tracked or not, into a single sellable kit, covering both physically assembled kits and intangible kit bundles.

Inventory Item Kits · Stock Kits · Non-Stock Kits

Advanced Planning and Scheduling8

Manages and monitors the shop floor schedule, offering capacity-aware scheduling, top-level capacity planning, and detailed work center, machine, and tool scheduling.

Advanced Planning and Scheduling: Capacity Definition · Advanced Planning and Scheduling: Scheduling Details · Advanced Planning and Scheduling: Operation Lead Time · Advanced Planning and Scheduling: Production Schedule Board · Advanced Planning and Scheduling: Production Order View

Shop Floor Kiosk19

Provides a simplified factory-floor application where shop workers can log hours, quantities, materials, and scrap in real time, plus the settings needed to deploy and administer it.

Shop Floor Kiosk Administration: System Requirements and Prerequisites · Shop Floor Kiosk Administration: Deploying a Kiosk Instance · Shop Floor Kiosk Administration: Configuring the Kiosk Portal · Shop Floor Kiosk Administration: Setting Up and Starting the Kiosk · Shop Floor Kiosk Administration: Configuring Production Employee Access

Other capabilities8

Estimating: Price Breaks

Creating a Customer6

Creates customer accounts holding all the information needed to do business with each customer, including addresses, locations, contacts, payment settings, and financial, purchase, and mailing preferences.

Customers: Customer Account Planning · Customers: Customer Class Settings · Customers: Customer Locations · Customers: Security Configuration · Customers: Configuration Prerequisites

Setting Up the Recognition Process3

Sets up revenue and expense recognition by turning on Deferred Revenue Management and defining the deferral codes it needs.

Deferral Code Setup · Recognition Methods for Deferred Revenues or Expenses

Implementing the Contract Functionality3

Sets up the base configuration, entities, and initial terms needed before a business can begin drafting contracts.

Contract Functionality Implementation: Configuration Prerequisites · Contract Functionality Implementation: Discount Application to a Contract

Managing Parent-Child Relationships3

Links customer accounts representing franchises, branches, or other units into parent-child hierarchies, so billing and credit can be managed at the group level.

Parent-Child Relationships: Credit Policy Application · Parent-Child Relationships: Relationship Removal

Processing Deferrals7

Manages deferrals end to end, with deferral codes assigned to stock and non-stock items driving automatic recognition schedules, adjustments, and contract revenue.

Recognition of Revenue and Expenses · Recognition of Deferrals in Previous Periods · Recognition of Revenue from Customer Contracts · Custom Deferral Schedules · Adjustment of Deferrals

Managing Sales Documents10

Controls how sales orders, invoices, and shipments are processed and printed, including required steps configured per order type on Order Types (SO201000) and Sales Orders Preferences (SO101000).

Changing the Processing of Sales Documents · Managing Lines in Sales Documents · Changing the Customer in a Sales Order · Checking the Credit Limit in Sales Documents · Printing Sales Documents

Configuring Predefined Mailings for Customers3

Sets up ready-made email mailings for sending customer documents out of the sales order and accounts receivable subledgers.

Mailings for Customers: Available Mailings · Mailings for Customers: Mass Processing

Managing Recognition for Packages3

Handles revenue recognition for packages sold as multiple-deliverable arrangements (MDAs), splitting a single package price across components with different recognition treatment.

Configuring a Package · Processing Packages

Credit Terms4

Defines payment due dates, cash discount conditions, and single- or multiple-installment terms that a buyer must meet to purchase on credit, configured through the Credit Terms (CS206500) form.

Setup of Credit Terms · Setup and Calculation of Cash Discounts · Examples of Credit and Cash Discount Periods

Processing Sales of Stock Items3

Records a customer order for inventory-tracked goods as an SO- or SA-type sales order and processes it through to shipment.

Sales of Stock Items: Stock Allocation with Multiple UOMs · Sales of Stock Items: Mass-Processing of Documents

Managing Route Service Contracts9

Manages contracts for recurring route-based services, specifying which services are performed and how often under the customer agreement.

Route Service Contracts: Billing Types · Route Service Contracts: Renewal of a Service Contract · Route Service Contracts: Copying a Service Contract · Route Service Contracts: Contract Activation · Route Service Contracts: Contract Suspension

Managing Contracts5

Handles ongoing contract operations after activation, such as changing terms, canceling the last recorded action, renewing, and terminating a contract.

Contract Management: Fixed-Price Contracts · Contract Management: Contract Upgrade · Contract Management: Last Action Cancellation · Contract Management: Contract Renewal

Defining Case Classes4

Groups support cases into classes to streamline case distribution, problem-solving information capture, and performance reporting for the support team.

Case Classes: Case Commitments · Case Classes: Modes of Case Billing · Case Classes: Configuration Prerequisites

Tracking Contract Usage3

Records the services delivered under an active contract as contract usage, which is the basis for billing runs, with the record type varying by the scenario a business is tracking.

Contract Usage: Contract Usage · Contract Usage: Labor Items for Billing Contracts

Correcting Sales Invoices3

Corrects a released sales invoice, either through a correction invoice that supersedes it or by canceling the original and issuing a replacement, or no replacement at all.

Sales Invoice Correction: Cancellation of an Invoice · Sales Invoice Correction: Mass-Processing Documents

Processing Project Quotes4

Prepares and sends project quotes to customers before a project exists, then converts an accepted quote directly into a project.

Project Quotes: Creation of Project Quotes from Opportunities · Project Quotes: Creation of a Project from a Project Quote · Project Quotes: Mass Processing

Billing Contracts3

Bills recorded contract usage according to scenario-specific rules, covering ongoing services such as hosting or connectivity as well as maintenance agreements tied to a warranty period.

Contract Billing: Contract Examples · Contract Billing: Mass-Processing

Processing Partial Shipments8

Ships a sales order in full or across multiple partial shipments based on shipping rules set at the system, customer class, or order level.

Shipping Rule Settings · Shipment Creation Rules · Shipment Processing Steps · Shipment Process Variations · Shipping Rule Combinations

Validating Records for Duplicates5

Identifies, prevents, and resolves duplicate records across leads, contacts, customer accounts, vendor accounts, and business accounts, heading off redundant outreach and inaccurate reporting.

Record Validation for Duplicates: Merging of Duplicate Records · Record Validation for Duplicates: Association of Leads and Contacts · Record Validation for Duplicates: Association of Leads with Business Accounts and Contacts · Record Validation for Duplicates: Mass-Validation of Records

Creating Service Contracts5

Creates service contracts with billing terms tailored to the company's process, including options to bill as services are delivered.

Service Contracts: Billing Type Setup · Service Contracts: Activation, Cancellation, and Suspension of a Contract · Service Contracts: Status Update · Service Contracts: Related Inquiry Forms

Managing Emails and Activities6

Tracks emails, tasks, events, and other activities exchanged with leads, contacts, prospects, and customers, giving marketing and sales teams a shared communication history.

Emails and Activities: Time Reporting · Emails and Activities: Emails · Emails and Activities: Events · Emails and Activities: Activities · Emails and Activities: Tasks

Processing Sales with Payments and Prepayments4

Records funds received against a sales order, whether collected in advance or at time of shipment, so businesses can track what has and has not been paid.

Sales with Payments and Prepayments: Increasing of the Authorized Amount · Sales with Payments and Prepayments: Sales Orders with a Required Prepayment Amount · Sales with Payments and Prepayments: Prepayments and Payments in Invoices

Processing Prepayment Invoices for Sales Orders6

Generates a prepayment invoice carrying the sales order's items and tax on the prepaid amount, either created directly from the order or linked after being created manually.

Prepayment Invoices: Application of Prepayment Invoices to Sales Invoices · Prepayment Invoices: Creation of Prepayment Invoices from Sales Orders · Prepayment Invoices: Application of Group and Document Discounts to Prepayment Invoices · Prepayment Invoices: Linking to Sales Orders · Prepayment Invoices: Mass Creation

Creating Business Accounts4

Creates business accounts for prospective customers; these can subsequently be extended into customer or vendor records, and linked to related leads and contacts.

Business Accounts: Association with a Contact · Business Accounts: Extension of a Business Account as a Customer or Vendor · Business Accounts: Configuration Prerequisites

Creating Opportunities4

Tracks a potential deal through the sales pipeline, copying settings from the related business account or contact, validating the address through a third-party provider, and assigning owners by sales territory.

Opportunities: Configuration Prerequisites · Opportunities: Settings · Opportunities: Address Management Through a Third-Party Provider

Managing Opportunities7

Estimates revenue using opportunity stages and generates related documents, including sales quotes, service orders, sales orders, and invoices, as a deal moves toward close.

Opportunity Management: Opportunity Stages · Opportunity Management: Products and Services in an Opportunity · Opportunity Management: Sales Quotes · Opportunity Management: Currency in Opportunities and Sales Quotes · Opportunity Management: Sales Orders

Managing Cases5

Tracks a case through creation, reassignment, escalation, and resolution, including billing settings, related activities, and commitment-time tracking.

Case Management: Billable Cases · Case Management: Return Orders · Case Management: Tracking of Case Commitment Times · Case Management: Time Extensions for Case Commitments

Managing Marketing Reports4

Analyzes lead source, lead processing, and campaign data through generic inquiry forms that marketing teams can customize.

Marketing Reports: Lead Generation and Processing Analysis · Marketing Reports: Lead Conversion and Qualification Analysis · Marketing Reports: Campaign Analysis

Processing Purchases for Sale3

Links a purchase order to the sales order that triggered it when items are bought from vendors only after a customer orders them.

Purchases for Sale: Linking Sales and Purchase Documents · Purchases for Sale: Mass-Processing of Documents

Processing Intercompany Purchases and Returns5

Generates a matching sales order automatically for a purchase order placed between companies or branches under the same tenant, once intercompany sales has been set up.

Intercompany Purchases and Returns: Intercompany Returns · Intercompany Purchases and Returns: Intercompany Drop-Ship Purchase · Intercompany Purchases and Returns: Intercompany Drop-Ship Returns · Intercompany Purchases and Returns: Mass-Processing of Documents

Other capabilities99

Credit Verification Rules: Configuration Prerequisites · Lead Classes: Configuration Prerequisites · Contract Item Creation: Contract Items · Business Account Classes: Configuration Prerequisites · Contact Classes: Configuration Prerequisites

Processing Expense Receipts4

Lets employees record and submit individual expense receipts for approval and reimbursement, following the expense policy each company configures.

Expense Receipts: Scanning of Expense Receipts in the Mobile App · Expense Receipts: Expense Receipt Approval · Expense Receipts: Taxes in Expense Receipts

Creating Account Groups3

Groups general ledger accounts into account groups used to track project budgets, costs, and future revenue in project-related documents.

Account Groups: Default Account Groups · Account Groups: Configuration Prerequisites

Processing Expense Receipts with Corporate Cards3

Lets employees categorize and track purchases, including project-related spending, made on a company credit card, alongside any out-of-pocket expenses awaiting reimbursement.

Expense Receipts with Corporate Cards: Bank Reconciliation for a Corporate Card · Expense Receipts with Corporate Cards: Mass-Processing of Documents

Creating Billing Rules4

Defines billing rules that determine which project transactions and accounts are used when calculating customer billing amounts.

Billing Rules: Configuration Prerequisites · Billing Rules: Progress Billing · Billing Rules: Time and Material Billing

Processing Expense Claims5

Bundles one or more expense receipts, covering costs such as travel, lodging, and freight, into a claim that is prepared, approved, and reimbursed as a unit.

Expense Claims: Taxes in Expense Claims · Expense Claims: Expense Claims in Different Currencies · Expense Claims: Expense Claim Approval · Expense Claims: Expense Claim Release

Managing Billing Rates3

Sets billing rates that can vary by project, task, account group, inventory item, employee, and date range using a flexible rate calculation engine.

Billing Rates: Configuration Prerequisites · Billing Rates: Rate Selection Rules

Creating Project Tasks4

Breaks a project down into individually trackable project tasks, each assignable a billing rule and monitored for completion.

Project Tasks: Tracking Task Completion · Project Tasks: Configuration Prerequisites · Project Tasks: Tracking Time with the Timer

Entering Employee Time9

Lets employees log time spent on work activities, then routes that time for approval, covering standard time cards, equipment time cards, and time entered for crew members.

Employee Time Entry: Earning Types · Employee Time Entry: Time Activities · Employee Time Entry: Creation of Time Activities from Project Time Logs · Employee Time Entry: Time Zones in Time Activities · Employee Time Entry: Time Cards

Creating Labor Items5

Defines labor items representing billable employee time, including default pricing, GL accounts, and applicable taxes.

Labor Items: Rules of Billing · Labor Items: Configuration Prerequisites · Labor Items: Labor Cost Rates · Labor Items: Related Forms

Processing Project Quotes4

Prepares and sends project quotes to customers before a project exists, then converts an accepted quote directly into a project.

Project Quotes: Creation of Project Quotes from Opportunities · Project Quotes: Creation of a Project from a Project Quote · Project Quotes: Mass Processing

Creating and Processing Projects5

Sets up a project along with its budget, costs, and revenue targets, then manages it through each stage from creation to completion.

Project Creation and Processing: Project Security Configuration · Project Creation and Processing: Configuration Prerequisites · Project Creation and Processing: A Project’s Lifecycle · Project Creation and Processing: Mass Processing

Processing Project Transactions5

Collects project-related cost and revenue information into project transactions, whether generated from other documents or entered directly.

Project Transactions: GL Transactions Related to Projects · Project Transactions: Reversal of Project Transactions · Project Transactions: Update of the Project Budget Structure · Project Transactions: Mass Processing of Documents

Preparing Projects to Billing4

Selects the invoice type to prepare for a project and confirms the project is ready before billing begins.

Project Billing Preparation: Billing Limits · Project Billing Preparation: Recurring Billing · Project Billing Preparation: Mass Processing

Billing Projects by Progress4

Automatically generates customer invoices based on the recorded progress of a project.

Progress Billing: Automated Revenue Percentage Calculation · Progress Billing: Revenue Recognition · Progress Billing: Mass Processing of Documents

Billing Projects for Time and Material3

Automatically generates customer invoices from a project's recorded cost transactions for time-and-material engagements.

Time and Material Billing: Adjustments, Remainders, and Write-Offs · Time and Material Billing: Mass Processing

Processing Pro Forma Invoices5

Generates draft pro forma invoices that can be reviewed and revised with a customer before being converted into an accounts receivable invoice.

Pro Forma Invoices: Manual Creation of Pro Forma Invoices · Pro Forma Invoices: Links to Project Transactions · Pro Forma Invoices: Deferred Revenue in Projects · Pro Forma Invoices: Mass-Processing of Documents

Correcting Project Invoices3

Corrects previously issued pro forma and accounts receivable invoices for a project to keep financial records accurate.

Project Invoice Correction: Reversing AR Documents · Project Invoice Correction: Credit Memos for Projects

Tracking Project Inventory3

Reserves items bought specifically for a given project and keeps them separate from general stock so project-specific costs and revenue are captured accurately.

Project Inventory Tracking: Item Availability Tracking · Project Inventory Tracking: Mass Processing

Managing the Project Budget5

Populates and tracks a project's budget, which sets both the spending plan and the cost ceiling, so actual costs can be compared against it as the project progresses.

Project Budget: Mass Processing of Documents · Project Budget: Unit Rate in Budget Lines · Project Budget: Automatic Generation of the Revenue Budget · Project Budget: Recalculation of the Project Balances

Controlling the Project Budget3

Locks original project budget values from editing and verifies that newly entered documents stay within the agreed budget.

Project Budget Control: Overrun Notifications During Document Entry · Project Budget Control: Budget Locking

Tracking Changes to the Project Budget7

Tracks customer-driven budget and commitment changes on a project through change orders, leaving the original figures untouched.

Single-Tier Change Management: Creating a Change Order · Single-Tier Change Management: Releasing Costs Only · Single-Tier Change Management: Budget Update on Change Order Release · Single-Tier Change Management: Locking Commitments · Single-Tier Change Management: Revenue Change Order Number

Processing Change Requests4

Consolidates itemized requests for potential budget changes into one master change order, using a layered review structure for tracking project budget changes.

Change Requests: Configuration of Markups · Change Requests: Consolidation of Revenue Budget Lines · Change Requests: Limitations to Processing Change Orders

Integrating Field Services with Projects3

Ties field service work to project management so service activity is reflected in project timelines, budgets, and expense tracking.

Integration of Field Services and Projects: Workflow Setup · Integration of Field Services and Projects: Related Inquiry Form

Tracking Cost Commitments3

Tracks purchase orders as project cost commitments so committed costs populate the project's cost budget before they're actually incurred.

Committed Costs: External Commitments · Committed Costs: Mass Processing of Documents

Processing Service Documents with Projects3

Governs how service documents behave when tied to a specific project, including showing project-specific inventory quantities for stock item lines.

Availability of Project-Specific Inventory in Service Documents · Assignment of Serial or Lot Numbers for Project Stock Items in Service Documents

Tracking Changes to Commitments3

Applies change orders to adjust a project's committed cost figures whenever commitment tracking is turned on.

Change Orders for Commitments: Commitment Updates on Release of Change Orders · Change Orders for Commitments: Commitment Reopening

Forecasting Budgets by Periods3

Breaks a project's budget down by financial period to compare monthly budgeted amounts against actual revenue and expenses.

Project Budget Forecasts: Generation of Periods · Project Budget Forecasts: Example of Rounding

Reclassifying Project-Related GL Transactions3

Fixes a set of project-related general ledger transactions that were posted with incorrect account, branch, project, cost code, or task data.

Transaction Reclassification: Mass-Processing · Transaction Reclassification: Limitations

Working with Taxes in Projects5

Automatically calculates and applies taxes on documents entered for a project, including project-specific tax zones and change order tax handling.

Taxes in Projects: Project Expenses with Taxes · Taxes in Projects: Inclusive Taxes in AR Documents · Taxes in Projects: Project-Specific Tax Zones · Taxes in Projects: Tax Calculation in Change Orders

Managing Multicurrency Projects3

Tracks project costs and revenue in a project-specific currency alongside the company's base currency, including billing customers in their own currency.

Multicurrency Projects: Project-Related Documents in Multiple Currencies · Multicurrency Projects: Unit Rates in the Project Budget

Managing Project Files6

Brings every file linked to a project or its related records into one place, with access controls and AI-assisted file tagging.

Managing Project Files: Tag and File Access Setup · Managing Project Files: Project Tag Templates · Managing Project Files: Tag Assignment · Managing Project Files: Operations with Files · Managing Project Files: AI-Powered File Autotagging

Other capabilities22

Project Templates and Common Tasks: Configuration Prerequisites · Employee Time Billing: Mass Processing of Documents · Project Inventory Tracking by Warehouse Location: Purchases of Materials and Services · Purchases to the Project Site: Return of Project Drop Shipments · Project Expense Reclassification: Limitations

Managing Warehouse Locations and Processing Single-Step Transfers3

Defines physical storage locations such as aisles and shelves within a warehouse and enables single-step transfers of items between locations in the same warehouse.

Warehouse Locations and Single-Step Transfers: Configuration Prerequisites · Warehouse Locations and Single-Step Transfers: Mass Processing of Documents

Creating a Non-Stock Item3

Creates non-stock items for services, labor, charges, or goods that do not require warehouse quantity tracking.

Non-Stock Item: Configuration Prerequisites · Non-Stock Item: Related Forms

Automated Picking and Packing Operations3

Automates order picking and packing for shipments using barcode scanning or the mobile app, with a configurable workflow covering both steps.

Picking and Packing Operations: Changing Picking Locations During Picking · Picking and Packing Operations: Efficiency of Warehouse Workers

Processing Partial Shipments8

Ships a sales order in full or across multiple partial shipments based on shipping rules set at the system, customer class, or order level.

Shipping Rule Settings · Shipment Creation Rules · Shipment Processing Steps · Shipment Process Variations · Shipping Rule Combinations

Creating Stock Items8

Defines physical goods purchased or manufactured for resale as stock items, with the system automatically tracking their availability and cost over time.

Stock Items: Identifiers of Items · Stock Items: Units of Measure · Stock Items: Units of Measure That Are Not Divisible · Stock Items: Configuration Prerequisites · Stock Items: Change of an Inventory Account for an Item

Automated Receiving and Putting Away Operations4

Automates receiving items into a warehouse and putting them away to storage locations using barcode scanning or the mobile app.

Receiving and Putting Away Operations: Receipt Verification · Receiving and Putting Away Operations: Transfer Receipt Processing · Receiving and Putting Away Operations: Purchase Return Processing

Managing Items with Lot and Serial Numbers4

Tracks lot- or serial-numbered items through receipt, storage, production, and shipment, capturing expiration dates and the distribution records regulators require.

Items with Lot and Serial Numbers: Tracking Settings · Items with Lot and Serial Numbers: Numbering Settings · Items with Lot and Serial Numbers: Lot and Serial Attributes

Inventory Planning with MRP6

Balances supply and demand across manufacturing operations through material requirements planning, including forecasts, a master production schedule, and automated planning runs.

Inventory Planning with MRP: Process Details · Inventory Planning with MRP: Forecasts and Master Production Schedule · Inventory Planning with MRP: Planning Transfers in MRP · Inventory Planning with MRP: MRP Processor · Inventory Planning with MRP: MRP Procedures

Creating Non-Stock Items5

Defines items that are not tracked in warehouse quantities, whether physical goods handled differently from stock or intangible offerings, for use in sales and purchase orders.

Non-Stock Items: Identifiers of Items · Non-Stock Items: Rules of Line Completion and Closure · Non-Stock Items: Configuration Prerequisites · Non-Stock Items: Related Forms and Reports

Creating Service Items3

Defines service items, a type of non-stock item representing labor or services rather than physical goods, for use on sales and purchase orders.

Service Items: Configuration Prerequisites · Service Items: Related Forms

Automated Operations with Lot- and Serial-Tracked Items7

Extends automated warehouse scanning workflows to items tracked with a lot or serial ID, covering picking, receiving, transferring, counting, and issuing.

Automated Operations with Lot- and Serial-Tracked Items: Picking and Packing Items · Automated Operations with Lot- and Serial-Tracked Items: Receiving and Putting Away Items · Automated Operations with Lot- and Serial-Tracked Items: Transferring Items · Automated Operations with Lot- and Serial-Tracked Items: Counting Items in Physical Inventory · Automated Operations with Lot- and Serial-Tracked Items: Issuing Items

Security of Inventory Entities3

Restricts which inventory items and warehouses individual users can see and work with through configurable restriction groups.

Inventory Item Security · Warehouse Security

Working with Lot and Serial Numbers3

Manages lot- and serial-tracked inventory used in service documents, including assigning the specific unit at the point of service and recording its attributes.

Assigning Lot and Serial Numbers in Appointments · Using Attributes with Lot and Serial Numbers in Service Documents

Managing Inventory Kits4

Bundles several individual items, whether warehouse-tracked or not, into a single sellable kit, covering both physically assembled kits and intangible kit bundles.

Inventory Item Kits · Stock Kits · Non-Stock Kits

Managing Item Cross-References3

Maps a company's internal inventory IDs to the alternate item numbers used by vendors and customers, including barcode support.

Item Cross-References · Barcode Support

Tracking Project Inventory3

Reserves items bought specifically for a given project and keeps them separate from general stock so project-specific costs and revenue are captured accurately.

Project Inventory Tracking: Item Availability Tracking · Project Inventory Tracking: Mass Processing

Processing Inventory Transactions4

Records item movements into, out of, and between warehouses, whether generated by purchases, sales, or direct receipts, issues, and transfers.

Inventory Transactions · Inventory Receipt Processing · Inventory Issue Processing

Configuring Basic Inventory Processes3

Sets up the basic physical inventory process, including the types of full counts a company can run to verify stock accuracy.

Configuration of Physical Inventory · Types of Physical Inventory

Configuring Advanced Physical Inventory4

Adds faster alternatives to full physical counts, including cycle counting and counting by ABC classification and ranking, with less disruption to daily operations.

Inventory Ranking Methods · Cycle Counting Configuration · Configuration of Physical Inventory Counts by ABC Codes

Managing Item Costs and Valuation Methods9

Applies a chosen valuation method to track each stock item's cost over time, feeding accurate cost-of-goods-sold figures into sales and inventory postings.

Item Costs and Valuation Methods: Transactions That Record Costs in Layers · Item Costs and Valuation Methods: Average Method · Item Costs and Valuation Methods: FIFO Method · Item Costs and Valuation Methods: Specific Method · Item Costs and Valuation Methods: Standard Method

Counting Physical Inventory3

Walks through the physical inventory counting process, from preparing count sheets to entering counted quantities and generating adjustments.

Physical Inventory Counts · Preparation for Physical Count

Closing Inventory Periods3

Closes a given accounting period within the inventory subledger ahead of the general ledger close, blocking any further postings to that period.

Financial Period Closing in the Inventory Subledger · Reconciliation of the Cost of Inventory with the Account Balance

Performing Inventory Planning with DRP4

Applies time-phased distribution requirements planning and sales forecasting to time supply arrivals precisely and match it to date-specific demand across the supply chain, without using production orders.

Inventory Planning with DRP: Processing of Documents · Inventory Planning with DRP: Transfers · Inventory Planning with DRP: Forecasts

Other capabilities45

Warehouses: Configuration Prerequisites · Two-Step Transfers: Mass Processing of Documents · Reason Codes: Configuration Prerequisites · Posting Classes: Configuration Prerequisites · Units of Measure: Configuration Prerequisites

Managing Warehouse Locations and Processing Single-Step Transfers3

Defines physical storage locations such as aisles and shelves within a warehouse and enables single-step transfers of items between locations in the same warehouse.

Warehouse Locations and Single-Step Transfers: Configuration Prerequisites · Warehouse Locations and Single-Step Transfers: Mass Processing of Documents

Creating a Non-Stock Item3

Creates non-stock items for services, labor, charges, or goods that do not require warehouse quantity tracking.

Non-Stock Item: Configuration Prerequisites · Non-Stock Item: Related Forms

Automated Picking and Packing Operations3

Automates order picking and packing for shipments using barcode scanning or the mobile app, with a configurable workflow covering both steps.

Picking and Packing Operations: Changing Picking Locations During Picking · Picking and Packing Operations: Efficiency of Warehouse Workers

Processing Partial Shipments8

Ships a sales order in full or across multiple partial shipments based on shipping rules set at the system, customer class, or order level.

Shipping Rule Settings · Shipment Creation Rules · Shipment Processing Steps · Shipment Process Variations · Shipping Rule Combinations

Creating Stock Items8

Defines physical goods purchased or manufactured for resale as stock items, with the system automatically tracking their availability and cost over time.

Stock Items: Identifiers of Items · Stock Items: Units of Measure · Stock Items: Units of Measure That Are Not Divisible · Stock Items: Configuration Prerequisites · Stock Items: Change of an Inventory Account for an Item

Automated Receiving and Putting Away Operations4

Automates receiving items into a warehouse and putting them away to storage locations using barcode scanning or the mobile app.

Receiving and Putting Away Operations: Receipt Verification · Receiving and Putting Away Operations: Transfer Receipt Processing · Receiving and Putting Away Operations: Purchase Return Processing

Managing Items with Lot and Serial Numbers4

Tracks lot- or serial-numbered items through receipt, storage, production, and shipment, capturing expiration dates and the distribution records regulators require.

Items with Lot and Serial Numbers: Tracking Settings · Items with Lot and Serial Numbers: Numbering Settings · Items with Lot and Serial Numbers: Lot and Serial Attributes

Inventory Planning with MRP6

Balances supply and demand across manufacturing operations through material requirements planning, including forecasts, a master production schedule, and automated planning runs.

Inventory Planning with MRP: Process Details · Inventory Planning with MRP: Forecasts and Master Production Schedule · Inventory Planning with MRP: Planning Transfers in MRP · Inventory Planning with MRP: MRP Processor · Inventory Planning with MRP: MRP Procedures

Creating Non-Stock Items5

Defines items that are not tracked in warehouse quantities, whether physical goods handled differently from stock or intangible offerings, for use in sales and purchase orders.

Non-Stock Items: Identifiers of Items · Non-Stock Items: Rules of Line Completion and Closure · Non-Stock Items: Configuration Prerequisites · Non-Stock Items: Related Forms and Reports

Creating Service Items3

Defines service items, a type of non-stock item representing labor or services rather than physical goods, for use on sales and purchase orders.

Service Items: Configuration Prerequisites · Service Items: Related Forms

Automated Operations with Lot- and Serial-Tracked Items7

Extends automated warehouse scanning workflows to items tracked with a lot or serial ID, covering picking, receiving, transferring, counting, and issuing.

Automated Operations with Lot- and Serial-Tracked Items: Picking and Packing Items · Automated Operations with Lot- and Serial-Tracked Items: Receiving and Putting Away Items · Automated Operations with Lot- and Serial-Tracked Items: Transferring Items · Automated Operations with Lot- and Serial-Tracked Items: Counting Items in Physical Inventory · Automated Operations with Lot- and Serial-Tracked Items: Issuing Items

Security of Inventory Entities3

Restricts which inventory items and warehouses individual users can see and work with through configurable restriction groups.

Inventory Item Security · Warehouse Security

Working with Lot and Serial Numbers3

Manages lot- and serial-tracked inventory used in service documents, including assigning the specific unit at the point of service and recording its attributes.

Assigning Lot and Serial Numbers in Appointments · Using Attributes with Lot and Serial Numbers in Service Documents

Managing Inventory Kits4

Bundles several individual items, whether warehouse-tracked or not, into a single sellable kit, covering both physically assembled kits and intangible kit bundles.

Inventory Item Kits · Stock Kits · Non-Stock Kits

Managing Item Cross-References3

Maps a company's internal inventory IDs to the alternate item numbers used by vendors and customers, including barcode support.

Item Cross-References · Barcode Support

Tracking Project Inventory3

Reserves items bought specifically for a given project and keeps them separate from general stock so project-specific costs and revenue are captured accurately.

Project Inventory Tracking: Item Availability Tracking · Project Inventory Tracking: Mass Processing

Processing Inventory Transactions4

Records item movements into, out of, and between warehouses, whether generated by purchases, sales, or direct receipts, issues, and transfers.

Inventory Transactions · Inventory Receipt Processing · Inventory Issue Processing

Configuring Basic Inventory Processes3

Sets up the basic physical inventory process, including the types of full counts a company can run to verify stock accuracy.

Configuration of Physical Inventory · Types of Physical Inventory

Configuring Advanced Physical Inventory4

Adds faster alternatives to full physical counts, including cycle counting and counting by ABC classification and ranking, with less disruption to daily operations.

Inventory Ranking Methods · Cycle Counting Configuration · Configuration of Physical Inventory Counts by ABC Codes

Managing Item Costs and Valuation Methods9

Applies a chosen valuation method to track each stock item's cost over time, feeding accurate cost-of-goods-sold figures into sales and inventory postings.

Item Costs and Valuation Methods: Transactions That Record Costs in Layers · Item Costs and Valuation Methods: Average Method · Item Costs and Valuation Methods: FIFO Method · Item Costs and Valuation Methods: Specific Method · Item Costs and Valuation Methods: Standard Method

Counting Physical Inventory3

Walks through the physical inventory counting process, from preparing count sheets to entering counted quantities and generating adjustments.

Physical Inventory Counts · Preparation for Physical Count

Closing Inventory Periods3

Closes a given accounting period within the inventory subledger ahead of the general ledger close, blocking any further postings to that period.

Financial Period Closing in the Inventory Subledger · Reconciliation of the Cost of Inventory with the Account Balance

Performing Inventory Planning with DRP4

Applies time-phased distribution requirements planning and sales forecasting to time supply arrivals precisely and match it to date-specific demand across the supply chain, without using production orders.

Inventory Planning with DRP: Processing of Documents · Inventory Planning with DRP: Transfers · Inventory Planning with DRP: Forecasts

Other capabilities45

Warehouses: Configuration Prerequisites · Two-Step Transfers: Mass Processing of Documents · Reason Codes: Configuration Prerequisites · Posting Classes: Configuration Prerequisites · Units of Measure: Configuration Prerequisites

Integration with BigCommerce19

Covers the setup needed to connect a BigCommerce storefront to Acumatica and keep ecommerce data flowing between the two systems.

Initial Configuration of a BigCommerce Store · Overview of Data Synchronization · Preparing Entities for Synchronization · Automating Synchronization · Synchronizing Customers

Integration with Shopify19

Covers the setup needed to connect a Shopify storefront to Acumatica and keep ecommerce data flowing between the two systems.

Initial Configuration of a Shopify Store · Overview of Data Synchronization · Preparing Entities for Synchronization · Automating Synchronization · Synchronizing Individual and Business Customers

Integration with Amazon7

Covers the setup needed to connect an Amazon seller account to Acumatica and keep marketplace data flowing between the two systems.

Initial Configuration of an Amazon Store · Overview of Data Synchronization · Synchronizing Product Availability · Synchronizing Orders · Synchronizing Inbound Shipments

Managing Routes3

Defines a route's core details, such as its start and end locations, schedule, and which drivers are eligible to run it.

Routes: Entry of a Route · Routes: Sequence Definition

Route Executions7

Generates and tracks the actual daily run of a route, letting dispatchers review a driver's assigned stops and view the run on a map.

Route Executions: Entry of Route Executions · Route Executions: Modification of a Route Execution · Route Executions: Generation of Appointments for Route Executions · Route Executions: Assignment of Vehicles to Route Executions · Route Executions: Creating a Route Execution on the Fly

Managing Route Service Contracts9

Manages contracts for recurring route-based services, specifying which services are performed and how often under the customer agreement.

Route Service Contracts: Billing Types · Route Service Contracts: Renewal of a Service Contract · Route Service Contracts: Copying a Service Contract · Route Service Contracts: Contract Activation · Route Service Contracts: Contract Suspension

Defining Case Classes4

Groups support cases into classes to streamline case distribution, problem-solving information capture, and performance reporting for the support team.

Case Classes: Case Commitments · Case Classes: Modes of Case Billing · Case Classes: Configuration Prerequisites

Creating Appointments4

Creates the appointment record that carries out a service order's work, capturing which services were performed, the schedule, and the assigned staff.

Staff Assignment: From Service Order to Calendar Board · Appointment Creation: Related Inquiry Forms · Appointment Creation: Calendar Board Form

Creating Service Contracts5

Creates service contracts with billing terms tailored to the company's process, including options to bill as services are delivered.

Service Contracts: Billing Type Setup · Service Contracts: Activation, Cancellation, and Suspension of a Contract · Service Contracts: Status Update · Service Contracts: Related Inquiry Forms

Managing Emails and Activities6

Tracks emails, tasks, events, and other activities exchanged with leads, contacts, prospects, and customers, giving marketing and sales teams a shared communication history.

Emails and Activities: Time Reporting · Emails and Activities: Emails · Emails and Activities: Events · Emails and Activities: Activities · Emails and Activities: Tasks

Tracking Costs in Service Documents3

Captures material and labor costs across service documents so managers can monitor the profitability of each appointment for planning and budgeting.

Tracking Item Costs · Tracking Labor Costs and Billing

Working with Lot and Serial Numbers3

Manages lot- and serial-tracked inventory used in service documents, including assigning the specific unit at the point of service and recording its attributes.

Assigning Lot and Serial Numbers in Appointments · Using Attributes with Lot and Serial Numbers in Service Documents

Equipment Management Use Cases8

Walks through common scenarios for handling equipment sales, upgrades, and replacements across sales orders, service orders, and appointments.

Selling Model Equipment · Selling a Model Equipment Entity and Optional Component · Selling an Optional Component of Target Equipment · Upgrading a Default Component of Model Equipment to Be Sold · Replacing Target Equipment

Managing Cases5

Tracks a case through creation, reassignment, escalation, and resolution, including billing settings, related activities, and commitment-time tracking.

Case Management: Billable Cases · Case Management: Return Orders · Case Management: Tracking of Case Commitment Times · Case Management: Time Extensions for Case Commitments

Integrating Field Services with Projects3

Ties field service work to project management so service activity is reflected in project timelines, budgets, and expense tracking.

Integration of Field Services and Projects: Workflow Setup · Integration of Field Services and Projects: Related Inquiry Form

Processing Service Documents with Projects3

Governs how service documents behave when tied to a specific project, including showing project-specific inventory quantities for stock item lines.

Availability of Project-Specific Inventory in Service Documents · Assignment of Serial or Lot Numbers for Project Stock Items in Service Documents

Other capabilities45

Scheduling Appointments: Calendar Board · Creating Week Codes · Calendar Board Configuration Options · Correcting Appointments · Staff Time in Appointments: Time Recording and Calculation

Configuring Carriers, Packaging, and Freight5

Connects to nationwide carriers for live shipping rates, automatic freight calculation, shipment notifications, and printable carrier labels that customers can use for tracking.

Integration with Carriers · Automatic Packaging for Local Carriers · Manual Packaging of Items · Freight Calculation

Managing Routes3

Defines a route's core details, such as its start and end locations, schedule, and which drivers are eligible to run it.

Routes: Entry of a Route · Routes: Sequence Definition

Managing Sales Documents10

Controls how sales orders, invoices, and shipments are processed and printed, including required steps configured per order type on Order Types (SO201000) and Sales Orders Preferences (SO101000).

Changing the Processing of Sales Documents · Managing Lines in Sales Documents · Changing the Customer in a Sales Order · Checking the Credit Limit in Sales Documents · Printing Sales Documents

Route Executions7

Generates and tracks the actual daily run of a route, letting dispatchers review a driver's assigned stops and view the run on a map.

Route Executions: Entry of Route Executions · Route Executions: Modification of a Route Execution · Route Executions: Generation of Appointments for Route Executions · Route Executions: Assignment of Vehicles to Route Executions · Route Executions: Creating a Route Execution on the Fly

Managing Purchase Documents16

Governs how purchase orders and receipts are processed, including line management for stock, non-stock, and service items, drop-ship handling, and cash-on-delivery transactions.

Support of COD Transactions · Purchase Order Configuration · Purchase Order Statuses · Purchase Order Fulfillment · Drop-Ship Purchase Orders

Processing Sales of Stock Items3

Records a customer order for inventory-tracked goods as an SO- or SA-type sales order and processes it through to shipment.

Sales of Stock Items: Stock Allocation with Multiple UOMs · Sales of Stock Items: Mass-Processing of Documents

Correcting Sales Invoices3

Corrects a released sales invoice, either through a correction invoice that supersedes it or by canceling the original and issuing a replacement, or no replacement at all.

Sales Invoice Correction: Cancellation of an Invoice · Sales Invoice Correction: Mass-Processing Documents

Processing Partial Shipments8

Ships a sales order in full or across multiple partial shipments based on shipping rules set at the system, customer class, or order level.

Shipping Rule Settings · Shipment Creation Rules · Shipment Processing Steps · Shipment Process Variations · Shipping Rule Combinations

Managing Items with Lot and Serial Numbers4

Tracks lot- or serial-numbered items through receipt, storage, production, and shipment, capturing expiration dates and the distribution records regulators require.

Items with Lot and Serial Numbers: Tracking Settings · Items with Lot and Serial Numbers: Numbering Settings · Items with Lot and Serial Numbers: Lot and Serial Attributes

Processing Sales with Payments and Prepayments4

Records funds received against a sales order, whether collected in advance or at time of shipment, so businesses can track what has and has not been paid.

Sales with Payments and Prepayments: Increasing of the Authorized Amount · Sales with Payments and Prepayments: Sales Orders with a Required Prepayment Amount · Sales with Payments and Prepayments: Prepayments and Payments in Invoices

Processing Prepayment Invoices for Sales Orders6

Generates a prepayment invoice carrying the sales order's items and tax on the prepaid amount, either created directly from the order or linked after being created manually.

Prepayment Invoices: Application of Prepayment Invoices to Sales Invoices · Prepayment Invoices: Creation of Prepayment Invoices from Sales Orders · Prepayment Invoices: Application of Group and Document Discounts to Prepayment Invoices · Prepayment Invoices: Linking to Sales Orders · Prepayment Invoices: Mass Creation

Processing Purchases for Sale3

Links a purchase order to the sales order that triggered it when items are bought from vendors only after a customer orders them.

Purchases for Sale: Linking Sales and Purchase Documents · Purchases for Sale: Mass-Processing of Documents

Processing Purchases of Stock Items3

Processes a purchase order for inventory-tracked stock, generating the AP bill after the ordered goods are received.

Purchases of Stock Items: Linking Documents · Purchases of Stock Items: Mass-Processing of Documents

Correcting Purchase Receipts5

Edits a released purchase receipt tied to a standard or drop-ship purchase order, correcting errors or reflecting procurement changes, unavailable once Service Management is turned on.

Purchase Receipt Correction: Inventory Validation · Purchase Receipt Correction: Correction Inventory Issue · Purchase Receipt Correction: Correction of Receipts for Drop-Ship Purchase Orders · Purchase Receipt Correction: Cancellation of a Purchase Receipt

Processing Blanket Purchase Orders3

Records a company's plan to buy a large item quantity from a vendor over time as a blanket purchase order, fulfilled and billed through a series of child orders rather than directly.

Blanket Purchase Orders: Rules of Line Completion and Closure · Blanket Purchase Orders: Purchases for Sale

Processing Prepayments for Purchase Orders4

Records an advance payment made to a vendor against a purchase order, which the system later applies on its own to the AP bill it produces.

Prepayments for Purchase Orders: Calculation of the Prepayment Amount · Prepayments for Purchase Orders: Canceling Prepayments · Prepayments for Purchase Orders: Linking Documents

Processing Prepayment Invoices in Purchase Orders3

Generates a prepayment invoice from a purchase order so tax on a vendor deposit is recognized when the payment is made and included in that period's report, a requirement in certain countries.

Prepayment Invoices: Creation of a Prepayment Invoice · Prepayment Invoices: Processing Workflow

Allocating Landed Costs6

Accounts for extra costs incurred moving purchased goods into a warehouse, or transferring stock between warehouses using an outside carrier, allocating the landed cost by item, weight, or volume.

Configuration of Landed Cost Codes · Processing Landed Cost Documents · Adjusting the Landed Cost Variance · Adding Landed Costs to Items' Costs · Applying Direct-Entry Taxes to Landed Cost Documents

Allocating the Purchase Price Variance3

Accounts for the gap between what an item costs per unit on its purchase receipt and what it costs per unit on the resulting bill, a difference that can stem from exchange-rate shifts or vendor price changes.

Purchase Price Variance Allocation: Example 1 · Purchase Price Variance Allocation: Example 2

Performing Inventory Planning with DRP4

Applies time-phased distribution requirements planning and sales forecasting to time supply arrivals precisely and match it to date-specific demand across the supply chain, without using production orders.

Inventory Planning with DRP: Processing of Documents · Inventory Planning with DRP: Transfers · Inventory Planning with DRP: Forecasts

Processing Intercompany Purchases and Returns5

Generates a matching sales order automatically for a purchase order placed between companies or branches under the same tenant, once intercompany sales has been set up.

Intercompany Purchases and Returns: Intercompany Returns · Intercompany Purchases and Returns: Intercompany Drop-Ship Purchase · Intercompany Purchases and Returns: Intercompany Drop-Ship Returns · Intercompany Purchases and Returns: Mass-Processing of Documents

Other capabilities54

Sales Order Cancellation: Reopening of a Sales Order · Creating Week Codes · Sales from Multiple Warehouses: Mass Processing of Documents · Related Items in Sales Orders: Automated Suggestions for Cross-Sell Items · Sales with Returns: Mixed Orders and Related Documents

Creating a Vendor6

Creates vendor records with the tools to enter and organize vendor data efficiently, including planning attributes, default settings, locations, and security controls.

Vendors: Vendor-Related Planning · Vendors: Vendor Defaults and Overrides · Vendors: Vendor Locations · Vendors: Security Configuration · Vendors: Configuration Prerequisites

Managing Purchase Documents16

Governs how purchase orders and receipts are processed, including line management for stock, non-stock, and service items, drop-ship handling, and cash-on-delivery transactions.

Support of COD Transactions · Purchase Order Configuration · Purchase Order Statuses · Purchase Order Fulfillment · Drop-Ship Purchase Orders

Producing Items with Outside Processing6

Tracks materials and payments when part of production is contracted out to a subcontractor for outside processing operations.

Outside Processing: Configuration · Outside Processing: Subcontractor's Storage of Materials · Outside Processing: Charges for Subcontractor Services · Outside Processing: Automatic Move Transaction · Outside Processing: Processing Workflow

Automated Receiving and Putting Away Operations4

Automates receiving items into a warehouse and putting them away to storage locations using barcode scanning or the mobile app.

Receiving and Putting Away Operations: Receipt Verification · Receiving and Putting Away Operations: Transfer Receipt Processing · Receiving and Putting Away Operations: Purchase Return Processing

Tracking Cost Commitments3

Tracks purchase orders as project cost commitments so committed costs populate the project's cost budget before they're actually incurred.

Committed Costs: External Commitments · Committed Costs: Mass Processing of Documents

Processing Purchases for Sale3

Links a purchase order to the sales order that triggered it when items are bought from vendors only after a customer orders them.

Purchases for Sale: Linking Sales and Purchase Documents · Purchases for Sale: Mass-Processing of Documents

Processing Purchases of Stock Items3

Processes a purchase order for inventory-tracked stock, generating the AP bill after the ordered goods are received.

Purchases of Stock Items: Linking Documents · Purchases of Stock Items: Mass-Processing of Documents

Correcting Purchase Receipts5

Edits a released purchase receipt tied to a standard or drop-ship purchase order, correcting errors or reflecting procurement changes, unavailable once Service Management is turned on.

Purchase Receipt Correction: Inventory Validation · Purchase Receipt Correction: Correction Inventory Issue · Purchase Receipt Correction: Correction of Receipts for Drop-Ship Purchase Orders · Purchase Receipt Correction: Cancellation of a Purchase Receipt

Processing Blanket Purchase Orders3

Records a company's plan to buy a large item quantity from a vendor over time as a blanket purchase order, fulfilled and billed through a series of child orders rather than directly.

Blanket Purchase Orders: Rules of Line Completion and Closure · Blanket Purchase Orders: Purchases for Sale

Processing Prepayments for Purchase Orders4

Records an advance payment made to a vendor against a purchase order, which the system later applies on its own to the AP bill it produces.

Prepayments for Purchase Orders: Calculation of the Prepayment Amount · Prepayments for Purchase Orders: Canceling Prepayments · Prepayments for Purchase Orders: Linking Documents

Processing Prepayment Invoices in Purchase Orders3

Generates a prepayment invoice from a purchase order so tax on a vendor deposit is recognized when the payment is made and included in that period's report, a requirement in certain countries.

Prepayment Invoices: Creation of a Prepayment Invoice · Prepayment Invoices: Processing Workflow

Allocating Landed Costs6

Accounts for extra costs incurred moving purchased goods into a warehouse, or transferring stock between warehouses using an outside carrier, allocating the landed cost by item, weight, or volume.

Configuration of Landed Cost Codes · Processing Landed Cost Documents · Adjusting the Landed Cost Variance · Adding Landed Costs to Items' Costs · Applying Direct-Entry Taxes to Landed Cost Documents

Allocating the Purchase Price Variance3

Accounts for the gap between what an item costs per unit on its purchase receipt and what it costs per unit on the resulting bill, a difference that can stem from exchange-rate shifts or vendor price changes.

Purchase Price Variance Allocation: Example 1 · Purchase Price Variance Allocation: Example 2

Processing Intercompany Purchases and Returns5

Generates a matching sales order automatically for a purchase order placed between companies or branches under the same tenant, once intercompany sales has been set up.

Intercompany Purchases and Returns: Intercompany Returns · Intercompany Purchases and Returns: Intercompany Drop-Ship Purchase · Intercompany Purchases and Returns: Intercompany Drop-Ship Returns · Intercompany Purchases and Returns: Mass-Processing of Documents

Other capabilities35

Vendor Relations: Application in AP Documents · Purchases with Sales Taxes: Tax Amount Validation · Purchases with Inclusive Sales Taxes: Generated Transaction · Service Orders with Items to Be Purchased: Allocations for Service Orders · Payments for a Shared Vendor: Reports and Inquiries

Preparing a Consolidated Financial Statement3

Builds a consolidated financial statement for a parent and subsidiary running on different base currencies, using the Analytical Report Manager toolkit.

Consolidated Financial Statement: Performing a Translation · Consolidated Financial Statement: Creating a Customized Report

Managing Marketing Reports4

Analyzes lead source, lead processing, and campaign data through generic inquiry forms that marketing teams can customize.

Marketing Reports: Lead Generation and Processing Analysis · Marketing Reports: Lead Conversion and Qualification Analysis · Marketing Reports: Campaign Analysis

Other capabilities6

Translation of Financial Statements: Mass Processing · Opportunity Reports: Opportunity Estimation

Managing Equipment6

Maintains a full record for each piece of equipment, covering its serial number, registration, manufacturing and purchase details, components, warranty, owner, and location.

Equipment Types · Resource Equipment · Item Classes for Equipment and Components · Target Equipment · Model Equipment

Creating Service Contracts5

Creates service contracts with billing terms tailored to the company's process, including options to bill as services are delivered.

Service Contracts: Billing Type Setup · Service Contracts: Activation, Cancellation, and Suspension of a Contract · Service Contracts: Status Update · Service Contracts: Related Inquiry Forms

Equipment Management Use Cases8

Walks through common scenarios for handling equipment sales, upgrades, and replacements across sales orders, service orders, and appointments.

Selling Model Equipment · Selling a Model Equipment Entity and Optional Component · Selling an Optional Component of Target Equipment · Upgrading a Default Component of Model Equipment to Be Sold · Replacing Target Equipment

Other capabilities23

Asset Transfers: Mass Processing · Asset Disposal: Mass Processing · Service Templates

Managing Employees4

Maintains the company's employee records, linking each one to payroll settings, a system user account, and the workgroups and approval maps they participate in.

Employee Settings · Company Tree and Workgroups · Support of Multiple Work Calendars

Entering Employee Time9

Lets employees log time spent on work activities, then routes that time for approval, covering standard time cards, equipment time cards, and time entered for crew members.

Employee Time Entry: Earning Types · Employee Time Entry: Time Activities · Employee Time Entry: Creation of Time Activities from Project Time Logs · Employee Time Entry: Time Zones in Time Activities · Employee Time Entry: Time Cards

Configuring Certified Projects3

Configures government-contracted projects such as public construction work, capturing the guaranteed labor rates, associated deductions and benefits, fringe amounts, and reporting obligations tied to the contract.

Certified Projects: Deductions and Benefits · Certified Projects: Fringe Benefits

Preparing Government Reports3

Lets users select the company, branch, period, and state for a filing and hands off to the Aatrix website to complete and submit the report.

Preparing Government Reports: Records of Employment · Preparing Government Reports: Canadian Tax Forms

Other capabilities40

Payment Methods: Direct Deposits · Work Locations: Configuration Prerequisites · Taxes: Configuration Prerequisites · Earning Types: Configuration Prerequisites · Workers' Compensation Codes: Configuration Prerequisites