6 Order Management Enhancements in Acumatica 2020 R2

NexVue

Among the myriad enhancements to usability and functionality in the latest version of Acumatica Cloud ERP, 2020R2, are several changes to the way Order Management is handled to make it more efficient.

New Workflow for Order Management Documents

In Acumatica 2020 R2, the way that orders, shipments, and invoices are processed has been re-designed leveraging the new Acumatica 2020 R2 workflow engine.

Previously, buttons represented the most common order management tasks. Now, those actions are available directly within the browser-window toolbar. The options of available actions will automatically be reflected in the toolbar when you transfer from one process to another.

See how Acumatica 2020 R2 users experience will be enhanced through these order management workflow innovations:

User Interface Changes to Order Management Forms

Some order management forms were re-designed to be more user friendly in Acumatica 2020R2:

  • The Sales Order Payments Settings tab has been removed.
  • The items previously found on the Payments Settings tab were moved to the Financial Settings tab, as were the items on the Receivables Invoice window.
  • The Payments tab underwent usability enhancements and the addition of new columns.

See what it looks like now from a user perspective:

Prepayments on Sales Order Enhancements

In Acumatica 2020 R2, credit terms have been improved with the addition of functionality for a prepayment percentage.

A user can now set a percentage of a payment to be made by a customer before a sales order can be processed for that customer. The Credit Terms window interface has been updated in Acumatica 2020R2 to reflect the prepayment settings when the terms are visible to customers.

Changes in Processing of Prepayments and Payments on a Sales Order

Acumatica 2020 R2 users that do not have access to the Payments and Applications screen in Receivables can now manage Payments and Prepayments on a Sales Order.

Now, Acumatica 2020R2 users can choose Payment or Prepayment on the Payments tab and a new window will appear that will allow you to manage payment details. This action will create a new Payment and Applications transaction in the Receivables module with a status of Balanced. This is also where the process for credit card authorizations can be found.

Transferring Unit Costs from a Purchase Receipt to an AP Bill

Some industries recognize a change in unit costs from the time a PO is created to the time the goods are received. When this happens, the updated costs flow through the Bills and Adjustments window in Acumatica 2020 R2.

In previous Acumatica versions, these changes would be made at the receipt of goods, but the Bills and Adjustments window would still look at the PO to determine the Unit Cost.

Now, the Editable Unit Cost indicates to the user whether or not the Unit Cost can be edited. If you are using a retainage or if taxes are involved, users would not be able to edit the Unit Cost.

In Acumatica 2020R2, similar changes can be made to multicurrency rates.

Validating Bills Against Purchase Orders

In Acumatica 2020 R2, users can configure the validation of AP bill details to ensure that billed amounts and quantities do not exceed the originals agreed upon with the vendor in the purchase order.

In prior versions of Acumatica, a user would receive a warning at PO Receipt for differences in quantities.

However, in Acumatica 2020R2, users will see a formal warning in the Bills and Adjustments window as well.

This is just one of many usability enhancements in the Order Management functionality of Acumatica 2020R2.

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