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Enable/Disable Features

Form ID: (CS100000)

You can use this form to enable features of the current instance of Acumatica ERP. For information on the basic functionality and add-on features of Acumatica ERP, see Preparing an Instance: Acumatica ERP Features.

Back to TopForm Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Modify Gives you the ability to change the set of selected features by selecting or clearing the corresponding check boxes.
Enable Saves your changes and enables the features corresponding to the currently selected check boxes.

Back to TopForm Elements

Element Description
Status The status of the set of features whose check boxes are currently selected on the form. The system inserts one of the following statuses:
  • Pending Activation: You have modified the feature set but have not enabled the features. With this status, the selected check boxes on the form do not reflect the actual set of features that have been enabled in Acumatica ERP.
  • Validated: All the features whose check boxes are selected on the form are enabled. With this status, the settings on the form reflect the actual set of features that have been enabled in your instance of Acumatica ERP.

Back to TopFeature Set

You can modify the set of features enabled for your company in Acumatica ERP. To modify the set, click Modify on the form toolbar, and select the check boxes that correspond to the features you want to enable. To enable the features whose check boxes you have selected, click Enable on the form toolbar. For more details, see Preparing an Instance for Implementation.

Back to TopFinance Group of Features

Feature Overview
Finance A group of features that provides access to financial management that takes managing your business’ assets, income, and expenses from complex to simple with configurable processes, mobile anytime access, and best-in-class accounting applications resting on a single, future-proof platform.
Standard Financials A group of features that is available in all editions of Acumatica ERP. You can enable any of the features in this group on the Enable/Disable Features (CS100000) form—they are included in any license.
Multibranch Support A feature that provides support for multiple branches. Branches can be configured for points of sale (locations), as well as for separate legal entities within your organization, to ensure better visibility into various layers of financial operations. For details, see Multiple Branch Support and Basic Models for Multibranch Organization.
If both this feature and the Multicompany Support feature are disabled, only one company without branches can be created. If this feature is disabled and the Multicompany Support feature is enabled, users can create any number of companies without branches.
If you clear this check box to disable the feature and the Multicompany Support check box is cleared, the system will clear the Inter-Branch Transactions and Customer and Vendor Visibility Restriction check boxes.
Multicompany Support A feature that provides support for multiple companies within one tenant. For details, see Companies and Branches.
If both this feature and the Multibranch Support feature are disabled, only one company without branches can be created.
If this feature is disabled and the Multibranch Support and Inter-Branch Transactions features are enabled, only one company can be created. This company can have the Without Branches, With Branches Not Requiring Balancing, or With Branches Requiring Balancing type.
If both this feature and the Inter-Branch Transactions feature are disabled and the Multibranch Support feature is enabled, only one company can be created. This company can have the Without Branches or With Branches Not Requiring Balancing type.
If you clear this check box to disable the feature, the system will clear the Multiple Base Currencies check box.
If you clear this check box to disable the feature and the Multibranch Support check box is cleared, the system will clear the Inter-Branch Transactions and Customer and Vendor Visibility Restriction check boxes.
Business Account Locations A feature that supports multiple locations for vendor and customer accounts.
Multicurrency Accounting A feature that adds forms related to the currency management functionality and support of the following: multiple currencies across the system; automatic calculation of the realized gains and losses and rounding amounts on foreign currency transactions; revaluation of foreign currency accounts; and translation of the base currency accounts into any foreign currency for reporting. For more information, see Currency Management.
Centralized Period Management A feature that makes it possible to manage financial periods on the tenant level only; the status of each financial period is the same in all companies. This feature is enabled by default.
You can enable this feature if the Multiple Calendar Support feature is disabled.
You can disable the Centralized Period Management feature only if the Multicompany Support feature is enabled. Disabling the Centralized Period Management feature makes it possible to open, close, and lock a particular financial period separately for each company within the tenant.
For more information, see Generating Financial Calendars.
Volume Pricing A feature that gives you the ability to define price tiers for item quantities.
Expense Reclassification A feature that supports the two-stage release of AP documents: pre-release, when a data entry clerk enters a bill or a cash purchase; and release, when an authorized accountant reviews a pre-released document, specifies the correct expense accounts (and subaccounts), and releases the document. For details, see Configuring the Reclassification of Expenses.
Tax Entry From GL Module
A feature that gives users the ability to specify taxes for documents entered on the Journal Transactions (GL301000) form.
You can enable this feature at any time; no other features are required.
For more information, see Tax Entry from GL: General Information.
VAT Reporting A feature that provides accounting and reporting for any value-added tax (VAT) in the system. The feature makes the VAT tax type available on the Taxes (TX205000) form, and adds UI elements that can be used for the automatic calculation of tax amounts and for VAT reporting to the Invoices and Memos (AR301000) and Bills and Adjustments (AP301000) forms. For details, see Value-Added Taxes: General Information.
1099 Reporting A feature that provides support for configuring 1099 vendors and filing the 1099 MISC form and adds the corresponding forms, reports, and UI elements. For details, see Filing Out the 1099 Forms.
Net/Gross Entry Mode A feature that gives users the ability to specify the tax calculation mode, which the system will use for computing a tax amount in a document, when you enter a document in the system manually. Depending on the specified mode, you can enter either tax-inclusive amounts at the line level or the document level, or tax-exclusive amounts at the line level or the document level. You will also be able to activate the tax amount validation functionality in a document that you enter.
For details, see Purchases with Sales Taxes: Tax Amount Validation.
Invoice Rounding A feature that provides automatic rounding of bill and invoice amounts. For details, see Rounding of Document Amounts.
Expense Management A feature that allows company employees to file their claims for reimbursement of expenses.
For details, see Processing Expense Claims.
Advanced Financials A group of features that is not available in the standard edition of Acumatica ERP. You can enable any of the features in this group if the group of features is available in your license.
Subaccounts A feature that gives you the ability to use subaccounts in addition to accounts. Subaccounts, which are configured on the Subaccounts (GL203000) form, are used to detail account balances, for more granular financial analysis. For details, see Subaccounts: General Information.
General Ledger Allocation Templates
A feature that makes possible the creation and maintenance of allocation templates (which define how the allocations are to be performed) and the automatic application of allocations according to your definitions.
For more information, see Allocation Rules: General Information.
Inter-Branch Transactions A feature that makes possible the automatic generation of balancing entries for transactions between different companies of one tenant, branches of different companies of one tenant, and branches that belong to one company and require balancing. For details, see Interbranch Account Mapping.
You can enable this feature if either the Multicompany Support or Multibranch Support feature is enabled.
Also, enabling this feature gives you the ability to process sales transactions between legal entities implemented as companies or branches in the same tenant. For details, see Intercompany Sales: General Information.
If this feature is disabled, users can enter transactions only between branches that belong to one company and do not require balancing.
Multiple Base Currencies A feature that turns on the support for multiple base currencies for a limited set of financial areas—general ledger, accounts payable, accounts receivable, cash management, currency management, and taxes.
For this feature to be enabled, the following features also need to be enabled:
  • Multicompany Support
  • Multicurrency Accounting
  • Customer and Vendor Visibility Restriction
If the Projects group of features is enabled, this feature can be enabled only if the Multicurrency Projects feature is enabled.
The following features are not supported if the Multiple Base Currencies feature has been enabled:
  • Purchase Requisitions
  • Projects if the Multicurrency Projects feature is disabled
  • Customer Portal
  • Service Management
  • Payroll
  • Retail Commerce
  • Procore Integration
If the Multiple Base Currencies feature is enabled and you select a check box corresponding to one of the listed features, the system displays an error message.
If any of the listed features are enabled and you select the check box corresponding to the Multiple Base Currencies feature, the system displays an error message that the feature cannot be enabled.
This feature is currently in managed availability, and some scenarios may not be supported yet. We recommend testing the feature before you enable it on a production instance.
For details on configuring multiple base currencies, see Multiple Base Currencies: General Information, Customer Visibility: General Information, Vendor Visibility: General Information, and Company Groups: General Information.
Customer and Vendor Visibility Restriction A feature that gives you the ability to limit access to particular customer and vendor records for employees of a particular company, company group, or branch.
You can enable this feature if either the Multicompany Support feature or the Multibranch Support feature is enabled.
For details, see Customer Visibility: General Information, Vendor Visibility: General Information, and Company Groups: General Information.
Multiple Calendar Support A feature that provides the ability to configure companies with different fiscal calendars within one tenant. For details, see Multiple Calendar Support.
The Multiple Calendar Support feature can be enabled if the Centralized Period Management feature (under Standard Financials) is disabled.
General Ledger Consolidation
A feature that provides the consolidation of data from specific branches of subsidiaries (or consolidation units) into a specific branch of the parent company. You can configure which data should be consolidated and how exactly the data should be consolidated. After that, you can consolidate the data as often as you need to within each financial period.
For more details, see GL Consolidation Configuration: General Information and GL Consolidation: General Information.
Translation of Financial Statements A feature that gives you the ability to translate amounts from the base currency to another currency at the account balance level. Translation can be used for reporting purposes in any foreign currency. For details, see Translation of Financial Statements: General Information.
Customer Discounts A feature that gives you the ability to maintain customer discounts in your system: import them or enter them manually, and update them. The system automatically applies the customer discounts to sales orders (or to invoices if the Inventory and Order Management group of features is not enabled) when a user saves the document.
When the feature is disabled, you can enter the discount percent or amount on a line and document level on data entry forms, but the discount amounts are not posted separately to a discount account.
For more information, see Customer Discounts: General Information.
Vendor Discounts A feature that gives you the ability to maintain vendor discounts in your system: import them or enter them manually, and update them. The system automatically applies the vendor discounts to purchase orders (or bills if the Inventory and Order Management group of features is not enabled) when a user saves the document.
When the feature is disabled, you can enter the discount percent or amount on a line and document level on data entry forms, but the discount amounts are not posted separately to a discount account.
For more information, see Configuring Vendor Discounts.
Commissions A feature that makes it possible to configure commission calculations that support your company’s policies. For details, see Managing Commissions.
Overdue Charges A feature that gives you the ability to configure additional charges to be applied to the outstanding balances of customers who are paying too late or not paying in full. For details, see Overdue Charges: General Information.
Dunning Letter Management A feature that provides you with the ability to generate dunning letters to notify customers about their overdue documents. You can select how you want to manage a level of dunning letter: by customer or by overdue document. For details, see Preparing Dunning Letters.
Deferred Revenue Management A feature that adds forms and UI elements related to the deferred revenue functionality and integrates this functionality with accounts payable and accounts receivable, so that users can assign various documents to deferral schedules for recognizing portions of the deferred amounts. For more information, see Deferred Revenue.
Revenue Recognition by IFRS 15/ASC 606 A feature that provides recognition of the revenue of each component in AR documents according to the IFRS 15 or ASC 606 standard (based on the fair value price).
For more information, see Recognition of Revenue from Customer Contracts.
Parent-Child Customer Relationship A feature that makes it possible to set up parent-child relationships between business accounts of the Customer and Customer & Vendor types. A parent-child relationship includes the ability for the parent account to pay invoices of the child account, to generate consolidated statements and reports, and to view a consolidated balance for a parent account that includes the balances of its child accounts. The relationship can be removed at any time. For details, see Managing Parent-Child Relationships.
Retainage Support A feature that makes it possible to create documents of the Invoice and Bills type with retained amounts that will be paid later. Multiple documents are created in the system to process a retainage: the original document (which has retainage withheld) and the retainage document or documents (which reflect the retainage amount to be paid).
If the Standard Inventory feature is enabled in addition to this feature, you can also create purchase orders with retained amounts. For each purchase order, you then create an AP bill in which the system specifies the retainage settings based on the purchase order settings.
If the Project Accounting feature is enabled in your system in addition to this feature, you can also create pro forma invoices with retained amounts. For each pro forma invoice, you then create an AR invoice in which the system specifies the retainage settings based on the pro forma invoice settings.
For more information, see Processing AR Documents with Retainage and Processing AP Documents with Retainage.
Payment Application by Line A feature that gives users the ability to pay individual lines of accounts payable and accounts receivable documents. When you add lines to documents, for each line, you specify the inventory ID, project, project task, and cost code (if the Cost Codes feature has been enabled).
For more information, see Applying Payments to Particular Lines of AP Documents and Applying Payments to Particular Lines of AR Documents.
For documents paid by line, the functionality of the Invoice Rounding feature, if it is enabled, is not applied. However, in documents that are not paid by line, invoice amounts are rounded.
This feature is not supported for taxable AR and AP documents that use an external tax provider, such as Avalara. If a tax zone related to an external tax provider is selected for a document on a data entry form and the document is paid by line, the system will not allow the user to release this document.
Contract Management A feature that provides the support of contracts, including case processing and contract billing. It makes available forms related to contract processing and provides integration with accounts receivable and the tracking of time and expenses.
For more information, see Implementing the Contract Functionality.
Fixed Asset Management A feature that adds the forms related to fixed asset management, which can be used to create and manage fixed assets through their useful life, from acquisition to disposal. The fixed asset functionality integrates with the requisition and purchase order functionality to facilitate converting purchases into fixed assets without users needing to reenter data. For more information, see Fixed Assets.

Back to TopInventory and Order Management Group of Features

The Inventory and Order Management group of features includes basic functionality related to the following:

  • Inventory: The basic functionality—that is, only the Inventory and Order Management feature is enabled—includes only non-stock items that can be processed with sales orders and purchase orders. The Inventory feature adds the ability to create, maintain, and process stock items. For more information, see Inventory Management.
  • Sales orders: The basic functionality includes predefined order types, flexible order processing workflows, generation of pick lists, and shipment processing. For more information, see Order Management.
  • Purchase orders: The basic functionality includes purchase orders of multiple types, vendor catalogs, default prices that are updated from current documents, landed cost tracking, and barcode support.

The purchase requisition functionality is made available by a separate feature, Purchase Requisitions. The other features of the Inventory and Order Management group of features are divided into two groups, Standard Inventory and Advanced Inventory.

The time-phased inventory planning and sales forecasting functionality is available only if the Distribution Requirements Planning feature is enabled.

The Inventory and Order Management features are briefly described below.

Feature Overview
Inventory and Order Management A group of features that includes the features associated with the standard functionality of inventory and order management. This functionality includes sales order management and purchase order management. If this group is included in your license, you can enable any of the features in this group and disable the features that will not be used in your implementation.
For more information about basic inventory and order management implementation, see Order Management Basic Configuration: General Information.
Inventory A feature that gives you the ability to maintain stock items using forms related to the inventory functionality and use the inventory and order management functionality for creating and processing documents that include stock items.
If this feature is not included in your license, you can use the inventory and order management functionality for creating sales and purchase orders that include non-stock items and services, as well as releasing invoices and AP bills for these documents. However, you cannot create shipments for these sales orders or enter purchase receipts for these purchase orders. Also, inventory transactions are not created if the Inventory feature is disabled.
If you want users to be able to enter purchase receipts for purchase orders with non-stock items if the Inventory feature is disabled, you enable the Purchase Receipts Without Inventory feature.
The Inventory and Purchase Receipts Without Inventory features are mutually exclusive—that is, you cannot enable one of these features if the other is enabled. If you attempt to select the check box on the Enable/Disable Features (CS100000) form corresponding to one of these features and the check box corresponding to the other feature is selected, the system displays an error message indicating that you must disable the other feature first.
For more information, see Configuration of Order Management: General Information.
Multiple Units of Measure A feature that gives you the ability to define multiple units of measure (UOMs) for each stock item or non-stock item and the rules for conversion between UOMs. You may need to enable this feature if your company purchases, tracks, or sells items by the piece or in storage containers, such as boxes, packages, or crates. With this feature disabled, for each stock item, you can define only the base unit of measure, which is used for purchasing the item, selling it, and calculating its available quantity.
For more information, see Units of Measure: General Information.
Lot and Serial Tracking
A feature that gives you the ability to track stock items by lot or serial number and by expiration date. Acumatica ERP provides flexible numbering schemes for lot and serial numbers and the ability to track different products differently.
For more information, see Items with Lot and Serial Numbers: General Information.
Blanket and Standard Purchase Orders
A feature that makes possible the processing of blanket purchase orders—orders that can be fulfilled through multiple normal purchase orders. This feature also makes possible the processing of standard purchase orders—orders with products that are purchased regularly in the same quantities and that can be processed repeatedly.
For more information, see Blanket Purchase Orders: General Information.
Purchase Receipts Without Inventory
A feature that provides you with the ability to process purchases and sales of non-stock items by using purchase receipts and purchase returns when the Inventory feature is disabled on the Enable/Disable Features form.
The Purchase Receipts Without Inventory and Inventory features are mutually exclusive—that is, you cannot enable one of these features if the other is enabled. If you attempt to select the check box on the Enable/Disable Features form corresponding to one of these features and the check box corresponding to the other feature is selected, the system displays an error message indicating that you must disable the other feature first.
For more information, see Purchases of Non-Stock Items and Services with Receipts: General Information.
Drop Shipments
A feature that gives you the ability to create and track orders for stock items or non-stock items that should be delivered directly from a vendor to a customer location.
For more information, see the following topics:
Multiple Warehouses
A feature that adds the ability to use multiple warehouses and track inventory appropriately in each warehouse.
For more information, see the following topics:
Distribution Requirements Planning A feature that makes available forms and UI elements related to the functionality of distribution requirements planning (DRP) so that the company can take advantage of time-phased inventory planning and sales forecasting for handling orders within a supply chain. Users can match supply to demand based on date-specific recommendations for unmet demands. The system can group supply and demand by time periods and generate exception messages for supply document issues, such as late delivery dates.
The Distribution Requirements Planning and Manufacturing features are mutually exclusive—that is, you cannot enable one of these features if the other is enabled.
For more information, see Inventory Planning Configuration: General Information.
Multiple Warehouse Locations
A feature that supports multiple locations for each warehouse. You can reserve specific locations for sales, receipts, transfers, goods to be returned to vendors, and goods returned by customers.
For more information, see Warehouse Locations and Single-Step Transfers: General Information.
Inventory Replenishment
A feature that automates the generation of purchase and transfer orders for the replenishment of stock items for your warehouse or warehouses.
This feature can be enabled only if the Inventory and Multiple Warehouses or Multiple Warehouse Locations (or both) features are enabled.
For more information, see Configuration of Replenishment: General Information.
Matrix Items A feature that makes available the functionality of creating and using matrix items (stock items or non-stock items) in the system.
For more information, see Matrix Items: General Information.
Automatic Packaging A feature that makes it possible for the system to calculate the optimal set of boxes for each sales order or a consolidated shipment. The system selects the boxes (based on the list of carrier boxes), the item packaging options, and the item quantities in the document. If the items will be shipped through an integrated carrier, the system calculates the shipping costs for each carrier, so that you can select the best shipping option.
For more information, see the following topics:
Kit Assembly
A feature that makes possible the creation of kit specifications and kit assembly and disassembly according to your specifications.
For more information on kits, see Inventory Item Kits.
Related Items A feature that adds the ability to specify the up-sell, cross-sell, and substitute relation types between stock and non-stock items and use these relations in sales orders and invoices.
For more information, see Related Items in Sales Orders: General Information.
Advanced Physical Count A feature that supports physical counts by inventory IDs, item classes, user-defined cycles, movement classes, or ABC codes.
You can enable this feature only if the Inventory feature is enabled.
For information, see Configuration of Physical Inventory.
Sales Order to Purchase Order Link A feature that supports sales order fulfillment through purchasing.
You can enable this feature only if the Inventory feature is enabled.
For details, see Purchases for Sale: General Information.
Custom Order Types A feature that provides the ability to create custom types of sales orders.
For more information, see Custom Sales Order Types.
Purchase Requisitions A feature that makes available forms and UI elements related to the purchase requisition functionality in the system. You can use these forms to create requisition requests and requisitions, perform bidding to find the best prices, and control budget compliance.
You cannot use this feature when the Multiple Base Currencies feature is enabled.
For more information, see Purchase Requisition Configuration: General Information.
Advanced SO Invoices A feature that gives you the ability to add stock items directly to SO invoices without creating and processing an associated sales order and shipment.
For more information, see Direct Sales: General Information and Direct Returns: General Information.
Vendor Relations A feature that gives you the ability to configure and manage vendor relations.
For more information, see Managing Vendor Relations.
Warehouse Management A feature that gives you the ability to perform warehouse operations by using barcode scanners or mobile devices.
For more information, see Automated Warehouse Operations: General Information.
Fulfillment A feature that gives you the ability to perform fulfillment operations—such as picking, packing, and shipping items—by using barcode scanners or mobile devices.
You can enable this feature only if the Warehouse Management feature is enabled.
For more information, see Picking and Packing Operations: General Information.
Paperless Picking A feature that improves the management of pick lists and gives users the ability to pick items without printing pick lists (by using a mobile handheld computer with an integrated 1D or 2D barcode scanner).
You can enable this feature only if the Warehouse Management and Fulfillment features are enabled.
For more information, see Paperless Picking: General Information.
Advanced Picking A feature that gives you the ability to fulfill sales orders by using advanced picking processes, such as wave picking and batch picking.
You can enable this feature only if the Warehouse Management and Fulfillment features are enabled.
For more information, see Wave Picking: General Information and Batch Picking: General Information.
Receiving A feature that supports receiving operations, such as receiving and putting away items, by using barcode scanners or mobile devices.
You can enable this feature only if the Warehouse Management feature is enabled.
For more information, see Receiving and Putting Away Operations: General Information.
Inventory Operations A feature that supports inventory operations—such as issuing, receiving, transferring, and counting items—by using barcode scanners or mobile devices.
You can enable this feature only if the Warehouse Management feature is enabled.
For more information, see the following topics:
Cart Tracking A feature that gives users the capability to configure carts and track them when performing warehouse operations by using barcode scanners or mobile devices.
You can enable this feature only if the Warehouse Management feature is enabled.
For more information, see Cart Tracking in Warehouse Operations.

Back to TopCustomer Management Group of Features

Feature Overview
Customer Management A group of features on the Enable/Disable Features (CS100000) form that makes available the forms and UI elements related to the customer management functionality. With this group of features enabled, users can work with the following: leads, contacts, and business accounts; opportunities and sales quotes; cases; and marketing lists and campaigns. You can also make available the address lookup functionality, which is used on forms with address information.
If you attempt to disable the group of features, a warning message will be displayed next to this check box.
We recommend that you not disable this group of features after it has been enabled in the system. Disabling the group may lead to data corruption or unexpected consequences in the system’s operation.
For more information, see CRM: General Information.
Case Management A feature that gives you the ability to create, manage, and resolve customer and internal cases. With this feature enabled, you can easily monitor a case’s progress, create activities associated with the case, assign the case to an owner, and coordinate the process of finding a solution.
You can enable this feature and start using this functionality at any time if the Customer Management feature is enabled. If the Customer Management feature is disabled, this feature becomes disabled automatically.
We recommend that you not disable this feature after it has been enabled in the system. Disabling this feature may lead to data corruption or unexpected consequences in the system’s operation.
For details, see Managing Cases.
Duplicate Validation A feature that provides functionality you can use to configure and perform the automatic validation of lead, business account, and contact records for duplicates, ensuring the creation of an efficient and accurate database.
With the feature enabled, you can avoid creating new records with duplicate information. For existing records with duplicate information, you can associate the records with each other or merge them into one record with more complete data.
You can enable this feature and start using this functionality at any time if the Customer Management feature is enabled. Once the feature is enabled, you should set up duplicate validation rules and recalculate grams for existing records to ensure that the feature functions accurately.
You can disable this feature at any time. If the Customer Management feature is disabled, this feature becomes disabled automatically.
For more information, see Validating Records for Duplicates.
Sales Quotes A feature that gives you the ability to create opportunity-based sales quotes, send them to customers for review, and create sales orders and invoices based on these quotes. With this feature enabled, you can manage the process of closing sales deals quickly and effectively.
You can enable this feature and start using this functionality at any time if the Customer Management feature is enabled.
We recommend that you not disable this feature after it has been enabled in the system. Disabling this feature may lead to data corruption or unexpected consequences in the system’s operation.
If the Customer Management feature is disabled, this feature becomes disabled automatically.
For more information, see Opportunity Management: Sales Quotes.
Address Lookup Integration A feature that provides the address enrichment functionality. With this feature enabled, integration with a web map service can be set up, and you can add new addresses, update existing addresses, and fill in the missing address information on the forms that have address information.
You can enable this feature and start using this functionality at any time if the Customer Management feature is enabled. Once the feature is enabled, you must specify data provider settings to ensure that the feature works effectively.
You can disable this feature at any time. If the Customer Management feature is disabled, this feature becomes disabled automatically.
For more information, see Integrating Acumatica ERP with Web Map Services.

Back to TopProjects Group of Features

Features
Projects A group of features that adds support for managing projects and creating project-related documents. For more information about project accounting, see Project Accounting in Acumatica ERP.
You can enable this feature at any time; no other features are required.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should first complete the processing of all project-related documents. After you disable the feature, none of the project-related functionality will be available; all project-related UI elements will become hidden.
If you disable this group of features, the system will automatically clear the Project Accounting check box.
Multicurrency Projects A feature that adds support of multiple currencies to the project-related functionality. Users can do the following:
  • Create a project in a currency that is different from the base currency of the company or branch
  • Bill a project in a currency that is different from the project currency
For more information, see Managing Multicurrency Projects.
You can enable this feature only if the Multicurrency Accounting feature is enabled.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should first complete the processing of all documents that are related to multicurrency projects. Also, you should complete all multicurrency projects to ensure that no billings or costs are expected for these projects. After you disable the feature, none of the operations with multicurrency projects and related documents will be available.
If you disable the feature, the system will automatically clear the Multiple Base Currencies check box because if the Projects group of features is in use, the Multiple Base Currencies feature can be enabled only if the Multicurrency Projects feature is enabled.
Project Accounting A feature that adds the forms and UI elements related to the project accounting functionality, which can be integrated with other functional areas. This feature is enabled automatically when you enable the Projects group of features.If you have decided to disable the feature after it has been enabled and its functionality has been used, you should disable the Projects group of features; then the Project Accounting feature will be disabled automatically.
For more information, see Project Accounting in Acumatica ERP.
Change Orders A feature that gives you the ability to control changes to the project’s budgeted and committed values, and to control the profitability of every change initiated by a customer. With the feature, you can create change orders for the revenue budget and cost budget of the projects. Also, you can track changes to project commitments, including purchase orders, project drop-ship orders, and subcontracts. With change orders, you can perform the following operations with these documents:
  • Updating amounts and quantities in existing document lines
  • Adding new document lines
  • Creating new project-related subcontracts, purchase orders, or project drop-ship orders
  • Reopening completed documents that have at least one change order applied
For more information, see Single-Tier Change Management: General Information.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should complete the processing of all existing change orders. After you disable the feature, none of the change order functionality will be available; all related forms and UI elements will become hidden.
You can enable this feature at any time if the Projects group of features is enabled.
Change Requests A feature that gives you the ability to set up change management in two tiers: In the first tier, you create change requests, and in the second tier, you group multiple change requests into a single change order. With the change requests, you can track potential changes to the project revenue budget and project cost budget and automatically calculate the markups to be applied to these changes. If the Construction Project Management feature is in use, you can also create change requests based on project issues and requests for information. For more information, see Change Requests: General Information.
You can enable this feature only if the Change Orders feature is enabled.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should complete the processing of all existing change requests. After you disable the feature, none of the change request functionality will be available; all related forms and UI elements will become hidden.
Budget Forecast A feature that gives you the ability to prepare a budget forecast for long-term projects so that you can break down the structure of the project budget by financial periods. For more information, see Project Budget Forecasts: General Information.
You can enable this feature at any time if the Projects group of features is enabled.
You can disable this feature at any time. After you disable the feature, none of the budget forecast functionality will be available; all related forms and UI elements will become hidden.
Cost Codes A feature that gives you the functionality of cost codes, which represent an additional classification level for project revenues and costs in project budgets. This additional level of classification helps general contractors and subcontractors to achieve accurate job costing, and to prepare and provide project billing documents with the most detailed information. For more information, see Cost Codes: General Information.
You can enable this feature at any time if the Projects group of features is enabled. We recommend planning the structure of cost codes and enabling this feature during the implementation phase.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should complete the processing of all project-related document and ensure that no other documents are expected to be processed in the future. After you disable the feature, none of the cost code functionality will be available; all related forms and UI elements will become hidden. New project-related documents will be processed by using the default cost code.
Project Quotes A feature that gives you the ability to streamline the project planning process by creating project quotes and converting the winning quote to a project when you reach an agreement with the customer on the terms of this project quote. For more information, see Project Quotes: General Information.
You can enable this feature at any time if the Projects group of features is enabled.
You can disable this feature at any time. After you disable the feature, none of the project quote functionality will be available; all related forms and UI elements will become hidden.
Project-Specific Inventory A feature that provides enhanced tracking of the quantities and costs of items that are purchased or sold for projects. This feature helps you to accurately capture inventory expenses and revenues related to the project inventory in a project budget. This also helps you to avoid any delays associated with items not being available when they are needed for the project. For more information, see Project Inventory Tracking: General Information.You can enable this feature at any time if the Projects group of features is enabled and the Inventory feature is enabled.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should complete the processing of all sales and purchase documents related to the projects that were using the project-specific inventory tracking and ensure that all project stock has been transferred to free stock. In the projects that are not yet completed, you should update the settings to use tracking by location, and define the warehouse locations to be used for these projects. For more information, see Project Inventory Tracking by Warehouse Location: General Information.
Construction A feature that gives you construction-specific functionality, such as joint payments, subcontracts, cost projections, progress worksheets, correction of pro forma invoices, and construction-specific reports, including AIA reports. For more information, see the Construction Edition guide.
You can enable this feature at any time if the Projects group of features is enabled.
If you have decided to disable the feature after it has been enabled and its functionality has been used, you should complete the processing of all pro forma invoices being corrected. After you disable the feature, none of the construction functionality will be available; all related forms and UI elements will become hidden.
Construction Project Management A feature that provides construction-specific project management functionality. With this feature enabled, you can create and process daily field reports, project issues, requests for information, photo logs, drawing logs, submittals, and compliance documents, including lien waivers, for your projects. For more information, see the Construction Edition guide.
You can enable this feature at any time if the Construction feature is enabled.
You can disable this feature at any time. After you disable the feature, none of the construction project management functionality will be available; all related forms and UI elements will become hidden.

Back to TopCustomer Portal Group of Features

Feature Overview
Customer Portal A group of features that you enable to use the Acumatica Self-Service Portal, which provides a solution for you to work and communicate with your customers more efficiently. The Self-Service Portal is specifically designed to be the site where your customers can view all the relevant information about their interactions with you as a vendor and perform needed activities.
The Self-Service Portal is an additional application that can be installed separately. For more information, see Overview of the Acumatica Self-Service Portal.
B2B Ordering A feature that makes it possible for your customers to view the online catalog and place orders themselves through the Self-Service Portal.
For more information, see Managing the Inventory Catalog in the Self-Service Portal.
Case Management on Portal A feature that gives your customers the ability to add cases and track case processing through the Self-Service Portal.
This feature can be enabled only if the Case Management feature is enabled.
For more information, see Configuring Case Management in the Self-Service Portal.
Financials on Portal A feature that provides a means for your customers to view the documents associated with their company accounts in Acumatica ERP.

Back to TopService Management Group of Features

Feature Overview
Service Management A feature that you enable to use the service management functionality. For an overview of the key features of this functionality, see Overview of Service Management Processes.This feature is intended for companies that offer various types of services to their customers. These services may be considered as short-term projects that require detailed scheduling and quick billing turnaround. The functionality is particularly beneficial to specialty contractors, general service companies (such as janitorial, security, or product installation), and professional service companies (such as consulting, IT services, or engineering services).
Typically, the Service Management feature is enabled as a part of the second phase of the Acumatica ERP implementation process. However, you can enable this feature at any point when you decide to use the service management functionality.
If you select the Service Management check box, the Equipment Management and Route Management check boxes become available for selection.

You can disable the Service Management feature at any time. Before you do this, we recommend verifying that all service documents with completed work have been billed. Otherwise, certain transactions related to processes affecting other functional areas (such as general ledger and time and activities) may be missing.
If you disable the Service Management feature, the system will automatically disable the equipment and route management functionality, clear the Equipment Management and Route Management check boxes, and make them unavailable for selection. Please review the recommendations regarding disabling the equipment management and route management features in their respective descriptions.
Equipment Management A feature that you enable to use the equipment management functionality. For an overview of the key features of this functionality, see Overview of Equipment Management Processes. This feature is designed for companies engaged in the sale, installation, and maintenance of equipment. This includes companies providing services for equipment sold to customers (or service locations) and servicing their own equipment. Examples of businesses that may benefit from this feature include HVAC unit distributors, security system providers, fire safety equipment suppliers (sprinklers and fire extinguishers), golf cart distributors, coffee maker suppliers, and medical device providers. The equipment management functionality is suitable for any goods or equipment that necessitate installation or maintenance (or both).
Typically, the Equipment Management feature is enabled simultaneously with the Service Management feature. However, you have the flexibility to enable the Equipment Management feature at any time after you have enabled the Service Management feature.
The Equipment Management check box can be selected only if the Service Management check box has been selected.

If you need to disable the Equipment Management feature, we recommend verifying that all service contracts with completed work have been billed to avoid potential missing transactions in other functional areas (for example, general ledger). Additionally, you should ensure that there are no open sales orders involving equipment or its components.
Route Management A feature that you enable to use the route management functionality. For an overview of the key features of this functionality, see Overview of Route Management Processes.The Route Management feature is designed for companies offering recurring services that are typically handled by specific staff members. Businesses benefiting from this functionality include product delivery and pick-up services, as well as those providing recurring services like janitorial, cleaning, pool maintenance, and pest control.
Typically, the Route Management feature is enabled simultaneously with the Service Management feature. However, you can enable this feature at any time after the Service Management feature has been enabled.
The Route Management check box can be selected only if the Service Management check box has been selected.

The Route Management feature can be safely disabled at any time. If you choose to disable this feature, we recommend that you first migrate any open contractual agreements to a different system (or to the equipment management service contracts if the Equipment Management feature is enabled) to ensure that no contractual agreements are lost.

Back to TopPayroll Functionality

Feature Overview
Payroll A group of features that you enable to use the payroll functionality. You need to enable either the US Payroll feature or the Canadian Payroll feature before the set of features can be enabled. The US Payroll and Canadian Payroll features cannot both be enabled at the same time in the same tenant.
You can enable or disable features related to the payroll functionality if this group is included in your license. The payroll functionality can be integrated with other system functionality.
US Payroll A feature that ctivates the US payroll functionality and adds the forms and UI elements related to this functionality. The tax engine downloads only US-specific information, such as taxes and reporting types.
Canadian Payroll A feature that activates the Canadian payroll functionality and adds the forms and UI elements related to this functionality. The tax engine downloads only Canada-specific information, such as taxes and reporting types.

Back to TopPlatform Group of Features

Feature Overview
Platform A group of features that provides various functionality that covers monitoring and automating user activities, as well as options for secure authentication.
Monitoring and Automation A feature that makes it possible to monitor user activities and the automation of workflows. This group of features is not available in the standard edition of Acumatica ERP.
Approval Workflow A feature that provides the ability to configure and use approval maps for the automatic assignment of various documents and GL transactions to particular employees for approval. If this feature is not enabled, approval maps cannot be used in the system, but the approval of expense claims still can be configured and performed by using a different method. For details, see Approving Documents, Expense Claim Approval and Processing Transactions with Approvals.
Field-Level Audit A feature that gives your organization the ability to track user activities in the system. This feature, which is configured on the Audit (SM205510) form, provides complete information on who did what and when on a form. For more information, see Field-Level Auditing: General Information.
Row-Level Security A feature that adds forms and UI elements that provide the management and administration of user access (through restriction groups) to particular system records and objects to which users have access based on their roles. For details, see Restriction Groups in Acumatica ERP.
Scheduled Processing A feature that makes it possible for you to configure the automatic processing of documents that require significant time and system resources. You can define a schedule for this automatic processing—for instance, at times when there are no employees at work, such as weekends or nights. For more information, see Automated Processing: General Information.
DeviceHub A feature that provides the ability to connect hardware devices—such as printers, scanners, and digital scales—by using the DeviceHub application. For instructions on configuring printers by using DeviceHub, see Configuring Hardware Devices in DeviceHub.
GDPR Compliance Tools A feature that gives you the ability to protect personal data and restrict its processing by using compliance tools for General Data Protection Regulation (GDPR). For more information about GDPR compliance tools, see Compliance Tools for General Data Protection Regulation.
Secure Business Date A feature that restricts the ability to change the business date, so that this task cannot be performed by all users in the system. To permit the change of the business date for specific users, you assign the BusinessDateOverride role to these users. For more information about restricting the ability to change the date, see User Roles: Restrictions on Changing the Business Date.
Image Recognition for Expense Receipts A feature that makes available the recognition of expense receipts in the Acumatica mobile app.
The feature is not available in trial mode and can be enabled only if it is included in the license that is applied to the Acumatica ERP instance.
Image Recognition for Business Cards A feature that makes available the recognition of business cards in the Acumatica mobile app.
The feature is not available in trial mode and can be enabled only if it is included in the license that is applied to the Acumatica ERP instance.
AP Document Recognition Service A feature that makes it possible to configure the system to automatically recognize invoices attached to incoming emails so that users can create AP bills from those recognized documents with a single click.
With this feature enabled, the Incoming Documents (AP3011PL) and Incoming Documents (AP301100) forms can be used. Also, the following elements become available in the system:
  • The Submit to Incoming Documents check box on the Incoming Mail Processing tab of the Email Accounts (SM204002) form
  • The Create AP Document button in the Acumatica add-in for Outlook, which is available only for emails with PDF attachments
The feature is not available in trial mode and can be enabled only if it is included in the license that is applied to the Acumatica ERP instance.
For more information, see Recognizing AP Documents From PDFs.
Authentication A group of features that can be enabled for all editions.
Two-Factor Authentication A feature that provides the ability to configure two-factor authentication, so that access to the system is granted only after the user successfully presents to the system additional evidence of authentication in addition to the user credentials (that is, the username and password). For details, see Managing Two-Factor Authentication.
Active Directory and Other External SSO A feature that gives you the ability to integrate Acumatica ERP with Microsoft Active Directory (AD), Microsoft Active Directory Federation Services (AD FS), or Microsoft Azure Active Directory (Azure AD).
OpenID Connect A feature that provides the ability to configure integration with OpenID identity providers. A system administrator can configure integration with multiple OpenID providers for a system tenant or multiple tenants.

Back to TopTime Management Group of Features

Feature Overview
Time Management A group of features that makes it possible to track the time that employees in your organization spend on activities that can be included in time cards. If the Payroll feature is enabled as well, the time tracking information may be included in earning records in payroll documents.
For details, see Reporting Time and Configuring Time Tracking.
Shift Differential A feature that gives payroll managers the ability to set up an employee’s pay rate that depends on the employee work schedule. If this feature is enabled, all the UI elements and forms that allow establishing the connection between employee pay rates and work shifts are displayed in the system.
For more information, see Creating Shift Codes.

Back to TopThird Party Integrations Group of Features

Feature Overview
Third Party Integrations A group of available features for all editions of Acumatica ERP, although the number of features is different in different editions.
SendGrid Integration A feature that provides integration with SendGrid. With this feature enabled, you can track email delivery statuses, email openings, and clicks on embedded links. By using SendGrid, you can also reduce the possibility of your emails being marked as spam by internet mail servers.
You can enable this feature at any time. Once the feature is enabled, SendGrid becomes available for selection in the Email Service Plug-In box on the Email Accounts (SM204002) form. The plug-in is used for the configuration of email accounts that send email from Acumatica ERP via SendGrid. For details, see Integrating Acumatica ERP with SendGrid.
You can disable the feature at any time.
Advanced Integration Engine A group of features that makes it possible to use custom connectors for e-commerce systems as well as other integrations based on the Acumatica Commerce Framework.
Custom Connectors A feature that provides up to five stores of each custom connector type. A developer can create a custom connector by using the Acumatica Commerce Framework, as described in Implementing a Connector for an E-Commerce System.
If more than five stores of a custom connector type are needed on the instance, the developer of the custom connector can contact Acumatica to convert the custom connector to a licensed connector, which gives users the ability to work with any number of stores.
Retail Commerce A group of features that activates Acumatica ERP Retail Edition, which supports integration with external shopping carts and marketplaces for omnichannel sales and fulfillment.
BigCommerce Connector A feature that provides the integration with the BigCommerce automated shopping cart software. For details, see Integration with BigCommerce.
Shopify Connector A feature that provides the integration with the Shopify e-commerce platform. For details, see Integration with Shopify.
Shopify POS Connector A feature that turns on the ability to import and process point-of-sale (POS) orders from Shopify to Acumatica ERP.
This feature can be enabled only if the Shopify Connector feature is enabled.
For details, see Order Synchronization: Import of POS Orders.
Business-to-Business Entities A feature that provides the use of entities that are relevant for business-to-business scenarios.This feature can be enabled only if the BigCommerce Connector or Shopify Connector feature is enabled.
Bank Feed Integration A feature that turns on the integration with Plaid and MX, which are financial service companies that provide secure bank feeds. With this integration, Acumatica ERP users can automatically import bank transactions and create expense receipts based on these transactions.
The Bank Feed Integration feature is subject to licensing. If your organization needs to create more than one bank feed, it must have the needed license.
If a system administrator attempts to disable this feature while the Mapping of Multiple Accounts for Bank Feeds feature is enabled, the system performs the following actions:
  • Checks whether there is at least one bank feed with the Map Multiple Bank Accounts to One Cash Account check box selected on the Bank Feeds (CA205500) form. If the system finds such a bank feed, it displays an error message and does not allow the system administrator to disable the Bank Feed Integration feature.
  • If the system finds no bank feeds with the Map Multiple Bank Accounts to One Cash Account check box selected, disables both the Bank Feed Integration feature and the Mapping of Multiple Accounts for Bank Feeds feature. Also, the Mapping of Multiple Accounts for Bank Feeds check box becomes cleared and unavailable on the current form.
For details, see Integrating Acumatica ERP with Bank Feeds.
Integrated Card Processing A feature that makes it possible for users to process credit cards on multiple forms. If this feature is enabled, all the UI elements and forms related to credit card processing are displayed in the system. For details, see Automatic Payment Collection.
Acumatica Payments A feature that turns on the Acumatica payments functionality. With this functionality, users can automatically generate payment links for AR invoices, sales invoices, and sales orders, so that a customer can pay a document in one click. For details, see Configuring and Using Acumatica Payments.
Authorize.Net Payment Plug-In A feature that provides the integration with the Authorize.Net plug-in. If this feature is enabled, the Authorize.Net payment plug-in becomes available for setup on the Processing Centers (CA205000) form and can be used in payments.
For details, see Integration with Authorize.Net Through the API Plug-in.
Stripe Payment Plug-In A feature that provides the integration with the Stripe plug-in. If this feature is enabled, the Stripe payment plug-in becomes available for setup on the Processing Centers form and can be used in payments.
For details, see Setup of Stripe Processing Center.
Custom Payment Plug-In A feature that turns on the integration with the ISV payment plug-in, such as Repay or EBizCharge. If this feature is enabled, the ISV payment plug-in becomes available for setup on the Processing Centers form and can be used in payments.
Shipping Carrier Integration A feature that makes it possible for you to configure integration with carriers, such as FedEx or UPS. With this integration, you can apply real-time rates to shipments and track their delivery.
Integration with any of the carriers does not support international shipments.
For details, see Integration with Carriers.
FedEx A feature that provides you with the ability to use the FedEx carrier service with the PX.FedExCarrier.FedExCarrier plug-in.
UPS A feature that gives you the ability to use the UPS carrier service with the PX.UpsCarrier.UpsCarrier plug-in.
Stamps.com A feature that provides the ability to use the Stamps.com carrier service with the PX.StampsCarrier.StampsCarrier plug-in.
ShipEngine A feature that gives you the ability to use the ShipEngine carrier service with the PX.ShipEngineCarrier.ShipEngineCarrier plug-in.
EasyPost A feature that gives you the ability to use the EasyPost carrier service with the PX.EasyPostCarrier.EasyPostCarrier plug-in.
Pacejet A feature that gives you the ability to use the Pacejet carrier service with the PX.PacejetCarrier.PacejetCarrier plug-in.
Custom A feature that provides the ability to use a custom carrier service with a custom plug-in.
Exchange Integration A feature that gives you the ability to integrate Acumatica ERP with Microsoft Exchange Server. You will be able to configure synchronization and then synchronize users’ contacts, emails, tasks, and events in Acumatica ERP with their Exchange mailboxes.
For more information, see Synchronizing Acumatica ERP with Microsoft Exchange Server.
External Tax Calculation Integration A feature that provides integration with the AvaTax service by Avalara, Vertex Tax Calculation, or another tax provider for the automatic calculation of sales and use taxes online.
For details, see Integrating Acumatica ERP with External Tax Providers.
Address Validation Integration A feature that provides validation of customer addresses through integrated specialized services, such as AvaTax by Avalara, to ensure that addresses have been entered correctly. A validated address gives you assurance that shipping can be completed, taxes are calculated accurately, and reports are correct. The feature can be used with the External Tax Calculation Integration feature or without it.
You can enable the feature and start using this functionality at any time. We recommend doing this before you start creating documents that may require address validation, such as sales orders. Once the feature is enabled, you must specify address provider settings and activate each country for which the addresses will be validated. For details, see Integrating Acumatica ERP with Address Validation Providers.
You can disable the feature at any time.
Salesforce Integration A feature that supports bidirectional real-time synchronization of data in business accounts, contacts, leads, opportunities, non-stock items, stock items, users, and cases between Acumatica ERP and Salesforce. You can simultaneously work in both systems, with changes made in one system being reflected in the other. These changes include creating, editing, and deleting information.
You can enable this feature at any time. Once the feature is enabled, you need to configure the integration between Acumatica ERP and Salesforce. For details, see Setting Up Synchronization with Salesforce.
You can disable the feature at any time.
HubSpot Integration A feature that supports bidirectional real-time synchronization of data in business accounts, contacts, and leads between Acumatica ERP and HubSpot.
You can enable this feature at any time. Once the feature is enabled, you need to configure the integration between Acumatica ERP and HubSpot. For details, see Integration with HubSpot.
You can disable the feature at any time.
Procore Integration A feature that adds the forms and UI elements related to the Procore Integration solution, which is distributed as a separate customization package. Once the package is installed and the feature is included in the license that is applied to an Acumatica ERP instance, the functionality becomes available in the system.
Outlook Integration A feature that gives you the ability to use the Acumatica add-in for Outlook. With this feature enabled, you can create and view contacts, log an activity from an email, and attach an activity to a contact.
If you enable both this feature and the Customer Management feature, you can do the following:
  • Create and view a lead, and attach the logged activity to the lead
  • Create and view an opportunity, and attach the logged activity to the opportunity
If you enable both this feature and the Case Management feature, you can create and view a case and attach the logged activity to the case.
If you enable both this feature and the Document Recognition Service feature, you can do the following:
  • Submit email attachments to the recognition service
  • View documents processed by the recognition service
If you enable both this feature and the Projects feature, you can attach the logged activity to a project.
If you enable both this feature and the Construction Project Management feature, you can do the following:
  • Create a project issue and attach the logged activity to the project issue
  • Create a request for information (RFI) and attach the logged activity to the RFI
For more information, see Using the Acumatica Add-In for Outlook.
WorkWave Route Optimization A feature that provides integration with WorkWave so that companies can automatically optimize appointment schedules in field services. For details, see Appointments: Schedule Optimization by WorkWave.

Back to TopManufacturing Group of Features

Feature Overview
Manufacturing A group of features that activates Acumatica ERP Manufacturing Edition, which provides the functionality related to item production.
Material Requirements Planning A feature that makes available forms and UI elements related to the functionality of material requirements planning. For details, see Inventory Planning (MRP): General Information.
Product Configurator A feature that makes available forms and UI elements related to the functionality of product configurator. For more information, see Product Configurator: General Information.
Estimating A feature that makes available forms and UI elements related to the functionality of estimations. For details, see Estimating: General Information.
Advanced Planning and Scheduling A feature that makes available forms and UI elements related to advanced planning and scheduling. For more information, see Advanced Planning and Scheduling: General Information.
Engineering Change Control A feature that makes available forms and UI elements related to the functionality of engineering change control. For details, see Engineering Change Control: General Information.
Manufacturing Data Collection A feature that gives users the ability to perform production operations by using barcode scanners or mobile devices. For more information, see Manufacturing Data Collection.

Back to TopCanadian Localization Functionality

Feature Overview
Canadian Localization A feature that enables functionality that is specific to the Canadian market: EFT export, generation of T5018 slips, extended tax registration numbers, tax printing labels, and modified cash discount calculation. For details, see Filing the T5018 Form.

Back to TopUK Localization Functionality

Feature Overview
UK Localization A feature that turns on the types of functionality that are specific to the United Kingdom market:

Back to TopExperimental Features

Feature Overview
Experimental Features A group of features that are experimental, meaning that they may be discontinued or substantially changed in the future, requiring your company to reimplement them if they are implemented during the experimental period.
Import of SendGrid Designs A feature that provides users with the ability to import designs that were created through the use of SendGrid for an email template. The feature is available if the SendGrid Integration feature is enabled.
With the feature enabled, the system adds the Import SendGrid Design button to the toolbar of the Email Templates (SM204003) form. For details, see Mail Processing by Using SendGrid.
GL Anomaly Detection A feature that provides the recognition of potential errors in posted GL transactions. With the feature enabled, the system uses a machine learning algorithm to calculate predictions of errors in GL transactions. The algorithm uses a machine learning model—a file trained to recognize certain patterns. The model is operated by a cloud service and is based on reclassified GL transactions in closed periods.
This feature is currently in managed availability, and some scenarios may not be supported yet. We recommend testing the feature before you enable it on a production instance.
For more details, see GL Anomaly Detection: General Information.
Intelligent Text Completion A feature that provides intelligent suggestions to continue the text that users start to type in a rich text editor of a data entry form. With the feature enabled for the first time, the system uses the most commonly used polite phrases, which are built into the out-of-the-box system.
The system improves the quality of the suggested text over time by generating a separate machine learning model for each user. The model is based on the text that this particular user has entered into the system by using a rich text editor. This model learns to suggest the phrases that are most suitable for the context.
Mapping of Multiple Accounts for Bank Feeds A feature that provides the ability for users to map multiple bank accounts to one cash account in Acumatica ERP when they are receiving transactions via a bank feed.
This check box is available if the Bank Feed Integration check box is selected. This feature can be enabled at any time during production.
When the feature is enabled, the number of bank feed accounts for the license is calculated as usual. For example, if two bank accounts are mapped to the same cash account in Acumatica ERP, the license will include two bank feed accounts.
The feature cannot be disabled for the tenant if the tenant has at least one bank feed with the Map Multiple Bank Accounts to One Cash Account check box selected on the Bank Feeds (CA205500) form.
If a system administrator attempts to disable the Bank Feed Integration feature while this feature is enabled, the system performs the following actions:
  • Checks whether there is at least one bank feed with the Map Multiple Bank Accounts to One Cash Account check box selected on the Bank Feeds (CA205500) form. If the system finds such a bank feed, it displays an error message and does not allow the system administrator to disable the Bank Feed Integration feature.
  • If the system finds no bank feeds with the Map Multiple Bank Accounts to One Cash Account check box selected, disables both the Bank Feed Integration feature and the Mapping of Multiple Accounts for Bank Feeds. Also, this check box becomes cleared and unavailable on the current form.
For more information, see Mapping of Multiple Bank Accounts to One Cash Account.
Sales Territory Management A feature that provides the ability to use sales territory functionality. With this feature enabled, users can assign sales territories to leads, contacts, business accounts, and opportunities to distribute these records among owners. The functionality also provides the ability to break down report data by sales territory.
By default, the feature is disabled. A system administrator can enable it at any time if the Customer Management feature is enabled. If the Customer Management feature is disabled after the Sales Territory Management feature has been enabled, this feature becomes disabled as well.
If the system administrator tries to disable this feature or the Customer Management feature and at least one sales territory has already been created, the system displays a warning icon next to the feature.
Case Commitments A feature that provides the capability for companies to manage their case commitments and monitor their fulfillment within target time periods, thus optimizing service levels.
With this feature enabled, users can activate time tracking and specify target commitment times at the case class level for any severity level of a case of the class.
By default, the feature is disabled. A system administrator can enable it at any time if the Customer Management feature is enabled. If the Customer Management feature is disabled after the Case Commitments feature has been enabled, this feature becomes disabled as well.

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