Overview and Why Needed

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The Independent Software Vendors (ISV) have developed applications that complement the functionality of the Acumatica ERP Foundation Suites and Modules. They provide features that complement suites and modules of the Acumatica ERP Foundation. A general overview of those features by module is as follows:

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• Finance

  • Accounts Payable: 

    • ISV applications ​scan in the supplier/vendor invoices, that are in paper format, and using Optical Character Recognition (OCR), the applications recognize the vendor name and contact information, the date of the invoice, and hopefully the items and their description and quantities. The applications use that information to create a bill in the Acumatica ERP Accounts Payable module/workspace. Of course the quality of the recognition is very important.

  • Accounts Receivable

    • Customer payment processing

      • Customer payment processing ISV applications process credit card payments that are made by the customers. Acumatica provides credit card processing via only one payment gateway called Authorize.Net. These AP ISV applications handle many payment gateways, that each may have different transaction fees. They are PCI compliant in the sense that they don't store the credit card information. Only a token is stored to identify the credit card. 

  • Reporting

    • The ISV applications provide financial reports that are more detailed than the ones provided by Acumatica.

• Distribution

  • Inventory management

    • The Advanced Fullfilment feature of the Acumatica Distribution inventory module provides a pick list and a shipping label for Sales Orders. The pick list has the items for a certain Sales Order, and the bin and storage row location for an item. Acumatica does not provide a bar code scanner application that shows on the barcode scanner the item number, bin location and storage row number. When the picker picks items from a bin, he/she scans the barcode on the item, and if it matches an item of the sales order, the picker can pick that item for that sales order. 

    • The inventory management ISV applications offer such a barcode scanner application with their bar code scanner. 

    • Advanced kit assembly that enables you to see all the kit components in the Sales Order, and to change the prices of the kit components in the Sales Order

  • Purchase Orders

    • Having your suppliers' catalogs in your own ERP system automatically saves so much time versus entering all those products yourself into Acumatica inventory. This is made possible by the Punchout application from Paramount Workplace. Sourceday offers a similar feature.

  • Sales Orders

    • Shipping management

      • Acumatica can only show you the shipping rates of FEDEX, UPS and USPS. The ISV applications for shipping can show the shipping rates of many more carriers such as DHL, Third Party Logistics (3PL) companies, ABF, Old Dominion, ,,,

    • Electronic Data Interface (EDI)​

      • If your company sells to a large wholesale distributor such as Walmart, Amazon, Costco, you may be required to use EDI to transfer Sales Orders, Shipment notices, and invoices to them. ​

      • Our ISV EDI applications handle those requirements very well, and integrate fully with Acumatica Cloud ERP. 

  • Quality Management'​

    • The Acumatica Cloud ERP doesn't have a quality management system. Such application is required for handling the quality of p​roducts such as food, drugs, etc.

    • Our ISV applications manage the quality certifications extensively.

• Tax management

  • Acumatica enables you to specify a sales tax rate per product/item per state. However those sales tax rates are not automatically updated when they change. Also some products and services may become subject to sales tax based on laws being approved. The ISV tax management applications handle all this properly. 

• Human Resource Management (HRM)

  • The ISV Human Resource Management applications cover: 

    • Payroll

    • Recruiting

    • Benefits management

    • Employee onboarding

    • Time and Expense

• Project Management

  • Acumatica Project Accounting does a great job of accounting for actuals versus planned/budgeted at a project level, task and resource level​ but it doesn't have the Gantt charts that depict graphically the interdependence of tasks, the start and end time of tasks, and the critical path. 

  • Our ISV applications for project management include those Gantt charts.

• Document Management​

  • In the Acumatica Cloud ERP you can upload/attach files to many transactions such as POs, SOs, invoices, etc. , and to master data​ such as prospects, customers, suppliers, etc. However there is no central storage place with a structured folder and subfolder set up. 

  • Our ISV applications provide that central storage place. 

  • Just be aware that those ISV applications just enable a central storage space but no shared editing and no interactive communication (chat, video call) about a specific document. Microsoft Teams using Microsoft Sharepoint provides that interactive communication feature. Our company even provides a  link for a Sales Order or Purchase Order to MS Teams so that issues regarding that SO or PO can be solved quickly.

• Asset Management​

  • The Acumatica Asset Management application handles asset inventory management, purchase management and depreciation but not calibration and energy management. ​

  • Our ISV applications handle all the management aspects of an asset.

• Business Intelligence​

  • The Acumatica Cloud ERP has dashboards,  General Inquiries (GI), financial reports using ARM, and distribution reports using ARD, and master data rep​orts. It can also export them via O'Data to Powerbi and Excel. Click here to see this. 

  • However you may have to customize certain dashboards, GIs and reports to address your needs. Before doing this, check our ISV application that have about 5000 additional dashboards, Gis and reports. 

• Electronic Document Signing​

  • Electronic Document Signing can save you a  lot of time, and speed up drastically the approval of sales quotes, and signing of contract​s.

  • Our ISV applications cover the major electronic document signing applications on the market.

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