As we covered in our last post, Acumatica 2021 R2 includes comprehensive advances in personalization, core business process functions, and industry editions.
Looking to learn even more about the latest release? Check out some of our demo videos below.
Acumatica 2021 R2 introduces a redesigned form toolbar. The main goal of this change was to reorganize the commands available on a form. Previously, to find the needed menu command, a user had to switch between the Inquiries, Actions, and Reports menus on the form toolbar, which could become frustrating and time-consuming. Also, the list of menu commands on the Actions menu was sometimes lengthy, making it hard to find the needed menu command. Now if there are multiple form-specific commands on the form toolbar, they are displayed on a single menu—the More menu—and listed under descriptive categories, which makes it easier to find the needed menu command.
For each stock and non-stock item in Acumatica ERP, an organization can maintain a list of related items that shoppers might be interested in buying in addition to or instead of the original item. These items might include items complementary to the original item (for example, a cover case or a mouse may be offered to the customer when a laptop is purchased), additional services (such as, assembly services for sold furniture), items that are purchased by other shoppers with similar buying habits, and higher-priced variants of the original item.
Starting in Acumatica 2021 R2, a customizer can use the DAC Schema Browser. The DAC Schema Browser is an Acumatica page that displays detailed information about a particular DAC and the relationship between DACs.
In Acumatica 2021 R2, the pick-by-scan ability has been implemented in warehouse management solutions. The pick-by-scan is the most common type of paperless picking by using a mobile handheld computer with an integrated 1D or 2D barcode scanner. The device displays the storage location and the picking quantity and guides the picker step-by-step through all pick lists in the picking order. The employee must confirm each picked item by scanning a barcode.
Starting in Acumatica 2021 R2, a customer refund that is released and open can be applied to a sales order or payment. Now when a user creates a customer refund on the Payments and Applications (AR302000) form and releases it, the status of the refund is changed to Open, the corresponding GL transaction is posted, and the refund can be applied partially or in full to a credit memo, payment, or prepayment.
In previous versions of Acumatica ERP, if a store administrator needed to be notified about aborted synchronization records, they had to configure a new business event and a notification template. Starting in Acumatica 2021 R2, a set of business events and the related notification templates is available out of the box.
With Acumatica 2021 R2, you can configure integration with the SendGrid email platform. With this integration configured, a user can send emails by using the SendGrid account and can track the status of email delivery, an email bouncing or an email being marked as spam, and the opening of each email and the clicking of links within it. A user can view the tracking details by using the SendGrid portal or within Acumatica.