Acumatica Independent Software Vendors (ISV) Applications providing additional module features: Why Needed?
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
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Accounts Payable:
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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.
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Accounts Receivable
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Customer payment processing
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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.
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Reporting
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The ISV applications provide financial reports that are more detailed than the ones provided by Acumatica.
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Distribution
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Inventory management
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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.
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The inventory management ISV applications offer such a barcode scanner application with their bar code scanner.
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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
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Purchase Orders
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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.
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Sales Orders
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Shipping management
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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, ,,,
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Electronic Data Interface (EDI)​
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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. ​
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Our ISV EDI applications handle those requirements very well, and integrate fully with Acumatica Cloud ERP.
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Quality Management'​
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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.
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Our ISV applications manage the quality certifications extensively.
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Tax management
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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.
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Human Resource Management (HRM)
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The ISV Human Resource Management applications cover:
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Payroll
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Recruiting
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Benefits management
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Employee onboarding
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Time and Expense
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Project Management
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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.
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Our ISV applications for project management include those Gantt charts.
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Document Management​
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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.
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Our ISV applications provide that central storage place.
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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.
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Asset Management​
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The Acumatica Asset Management application handles asset inventory management, purchase management and depreciation but not calibration and energy management. ​
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Our ISV applications handle all the management aspects of an asset.
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Business Intelligence​
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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.
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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.
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Electronic Document Signing​
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Electronic Document Signing can save you a lot of time, and speed up drastically the approval of sales quotes, and signing of contract​s.
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Our ISV applications cover the major electronic document signing applications on the market.
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Finance ISV Applications
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GL
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Crestwood Lockbox enables you to create customer payments automatically ​ from the bank reconciliation feed, and automatically match them them with customer invoices. This saves a lot of time since you don't have to manually enter those customer payments anymore. Video.
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Cash Management
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PC Bennett Positive Pay application to detect fraudulent customer checks​
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Accounts Payable
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Artsyl AP Invoice Automation scans the suppliers invoices to make a vendor bill in Acumatica
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Crestwood AP Inbox Assist application lets you receive your Accounts Payable invoices into your email. Those invoices will automatically appear in the AP Inbox Assist. They will also appear in the Acumatica AP bill screen with the vendor invoice as an attachment. A video can be seen here.
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Core Associates Acumatiscan: Scanning AP documents (supplier invoices) into Acumatica AP (bills), workflow and approval management
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Accounts Receivable
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Customer payment processing
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Artsyl Sales Order Automation
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PC Bennett Gravity Payment application for credit card processing
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Crestwood Collection Management application shows you all customers with outstanding invoices, due collection activities and the corresponding invoices.
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Exchange Rates management​​
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Financial Reporting
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Velixo Excel based Reporting: if you want to create quickly adhoc reports, and/or want to do some calculations on data downloaded from Acumantica GL module, then this ISV application is a great solution. For much more details on the ISV and its applications, click here.
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Performance Management ​
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Distribution ISV Applications
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Inventory management
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MaxQ Technologies: Matrix Inventory Management enables you to group items, and to add attributes (color, size, ..) to items,
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OZDevelopment
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Dynacast: Forecasting your demand based on the history of sales orders. This is a must when your company manufactures to stock so that you avoid excess stock or a stock shortage.
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Crestwood Inventory item substitutes to avoid losing sales due to out of stock items. Crestwood’s Substitutions module allows you to easily suggest alternate and/or companion items
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Biz-TechServices.com : 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. A video can be seen here.
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Purchase Orders
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PCBennett Container Management application to manage container movement from supplier to your warehouse.
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IIG AcuBoost: Container Tracking to track containers from supplier to your warehouse.
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SourceDay: PO management, RFQ, supplier scorecard management, importing supplier product catalogs, enabling supplier to update their stock availability to enable Sales and Operations Planning at your company.
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Sales Orders
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ArtSyl Sales Order Automation scans the customer's POs.
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Crestwood Associates: 360 degree Sales Order View which shows all customer info in one screen including all past and current sales orders for a customer, sales orders by item, profit by item, item availability. It enables you to create quickly a sales order from another sales order.
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Consignment processing allows companies to manage inventory that is stored with a customer but owned by the company. The enhancement makes it possible to track and manage quantities and valuation of inventory in multiple sales locations.
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Shipping management
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Klear Systems AcuShip: By adding AcuShip to your existing Acumatica system you’ll gain automatic, two-way communication between your Acumatica software and UPS WorldShip®. That means that you can initiate UPS WorldShip® shipments right from inside Acumatica. AcuShip will also automatically import WorldShip® information into Acumatica such as weight, costs, and tracking numbers.
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IIG Services AcuBoost AcuShip integrates Acumatica Sales Orders with a popular shipping management system called Malvern. This multiple carrier shipping software supports DHL, FedEx, UPS,US Postal Service, LTL and more. It creates a manifest, a BIll of Lading (BOL) and handles 3rd party billing. To learn more about the IIG Services AcuBoost AcuShip, click here.
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EDI​
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Cash Customer Sales​
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IIG Services AcuFastSale: when you have a store or repair shop, you don't create a large invoice but, you just create a receipt when the customer pays for the items by cash, check or credit card over the counter. AcuFastSale is an ISV application that enables you to create a simple invoice in Acumatica by either scanning the items or by touching the item image, accept any payment method, open the cash register, close it, and print out a simple receipt. Click here to learn more.
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Quality Management​​
Contract Management Applications
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Human Resource Management Applications
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By the end of March, 2020, Acumatica will include its own HR application
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Commissions application from Crestwood Associates: calculate sales commissions
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Time and Expense
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Project Management Applications
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Spitfire Project Management for construction project management, It includes RFI and RFQ management. document management, subcontractor management, invoices (AIA compliant), and AP and AR retention management.
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Velixo Excel based Reporting: if you want to create quickly adhoc reports, and/or want to do some calculations on data downloaded from Acumantica Project Accounting module, then this ISV application is a great solution. For much more details on the ISV and its applications, click here.
Asset Management Applications
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Bimser International: BEAM - Asset and Maintenance management
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Machine Maintenance: Predictive Machine Maintenance: PDX from Predictronics. This ISV application is not integrated yet with Acumatica ERP but could easily be. It uses AI Machine learning gathering data from sensors (IoT) installed on a shop floor machine or truck or any equipment.
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Not Finding The Needed ISV Application?
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​If you don't find your needed ISV application, check out the Acumatica Market Place.
If you don't find your needed ISV application or you want to integrate your application with the Acumatica ERP, you can use Webhooks as described below.
Integrating an ISV Application not listed above, or Your Own Application
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​If you want to integrate an ISV application not listed above, or your own application, your can use a software tool called Webhooks to integrate it with the Acumatica ERP. Leam more.