Twice each year, Acumatica packs their new releases with innovative new functions, features, enhancements, and designs based on user feedback. For the first release of 2022, the Acumatica team has done it again – and the experts at PC Bennett are here to explain the biggest changes you can expect from Acumatica 2022 R1.
In this in-depth, guided webinar you will get to see the latest Acumatica release in action, including updates to the mobile app, email capabilities, and hot new functionality that distributors will love. Watch the webinar now.
Video Summary – Skip Forward to the Parts that Matter to You!
In this video, Acumatica expert Nathan Neuberg guides you through a tailored selection of the biggest updates from Acumatica 2022 R1. 2022 R1 includes a lot of new features and Nathan only had time to discuss a few, so if you have questions about other enhancements, please ask us!
Curious about a specific tip? Don’t hesitate to skip forward to the parts that matter most to you.
Mobile App Redesign (Watch)
2022 R1 includes a redesigned look and feel for the mobile app, which streamlines the experience of switching from desktop to mobile for workers on the go and makes it easier to gain insight at a glance.
- Overview of the updated KPI section (Watch)
- How to view recently visited screens and transactions (Watch)
- Overview to the new Favorites section (Watch)
- A look at the new Workspaces on mobile (Watch)
CRM Updates
2022 R1 includes a wide range of email functionality enhancements demonstrating that the Acumatica team is working hard to move their software into competition with other marketing email solutions. Considering the time and effort the team is putting into this, it’s worth it to start exploring your options within Acumatica emails, especially when it comes to CRM.
- Flow user-defined fields from CRM into activities, tasks, and events (Watch)
- Add attachments to emails (Watch)
- View the new allowances for the “to” field (Watch)
- See how the “type” column helps you see who will receive emails (Watch)
- Discover the new email draft process (Watch)
- View the new “Select Template” button for email (Watch)
- How “send user emails immediately” works (Watch)
- View the new side panel email preview (Watch)
Search Enhancements
Universal search is a great timesaver, but only when you can easily find what you’re looking for. With the new Search settings in Acumatica, you can tailor your searches to better fit your needs.
- Adjust “contains” and “starts with” settings to improve search (Watch)
In-Depth with Blanket Orders (Watch)
Definitively the biggest enhancement in Acumatica 2022 R1, distributors will love the new Blanket Order option for sales orders. This gives you the freedom to automate multiple child orders that go to different Ship To addresses on different dates from a single sales order creation.
- What the blanket order function does on the backend (Watch)
- Tip: Learn why the A/R Document Type “No Update” setting matters (Watch)
- How to create a new order (Watch)
- View new fields in the Order Details screen (Watch)
- How and why to use the PO Creation field (Watch)
- How to include an additional Ship Date (Watch)
- How to include an additional Ship To address (Watch)
- View the order invoice with new groupings (Watch)
- Compare 2 ways to create a child order (Watch)
- New way to split out a line on blanket orders (Watch)
Q&A
Extend your learning when you check out the answer to this important question from the webinar.
- Is Line Details the new name for Allocations? (Watch)
Final Notes
This overview of the biggest changes in the newest Acumatica release was only one of the many free, in-depth webinars PC Bennett offers to help you do more with your Acumatica system.
If you liked this webinar and you want to watch more in-depth videos that will help you become an Acumatica master user, check out our videos page. Don’t forget to register for upcoming webinars too!
Watch the webinar “What’s New in Acumatica 2022 R1?”
PC Bennett Solutions offers a personalized, full-service experience for customers by implementing business management technology. Through a hands-on approach, PC Bennett Solutions helps companies get the most out of their software system. The team provides training, implementation and customization of Acumatica. Headquartered in the Seattle area, PC Bennett Solutions is one of the largest exclusive Acumatica resellers. For more information, contact us.
