Tuesday, July 29, 2014

Scheduling an Import Process

Hi Guys,

Here is how you can put your Integration with say POS system on schedule in our Import Scenarios process.

First of all, I assume you already created an Import Scenario and tested it with the file uploaded to the Acumatica.

Secondly, you have to ensure that the source file is placed inside Acumatica on time.

Third thing, and that is what I am to explain, we have to schedule a process, inside Acumatica, that will take the file from above. Get the data out of it, and then insert these data into Acumatica screens.

A. Open Import Scenarios process.

B. Select the Import Scenario(s) we need to schedule for execution and select the Action. Save It.

 C. Use the Schedule Button to create a schedule.

 D. Give it a Name and schedule options.

E. Finally you can specify some conditions, on when exactly trigger the scheduled import.

F. Save and Close the Automation Schedules screen.

Well if you wish to review the parameters, at any time just click View from Schedule button, it will bring you to the Automation Schedules screen again.

All the best,


Thursday, July 10, 2014

What is our Project Success Rate?

Hi Everyone,

Just heard some of the competition ERP vendors being sued by customers, this is of course very bad sign.
This leads to the question about Right's or Wrong's in a sales strategy, not just in product itself. For example. Over-promising will always lead to a low project success rate. Hiring wrong partners - the same. Using doubtful sales strategies (bulk sales, sales in advance etc.) will cause partners to become unhappy as well, by pushing them to sale more and implement worse.

So what is all about? Is it applicable to Acumatica? I would not use marketing BS here, just wanted to share my experience from partner meetings.

Being in Philippines with our partners. And now I wanted to share the Success Rate for implementation projects in ERP industry. There were reports suggesting that it is very low in the industry, overall.
Some people say it is as low as 50%
Chaos Report


Surprisingly what I found from Acumatica partners, success in our product implementation is much higher.
For some partners it is constant at stuggering 100%. Example Global Ideology Corporation.
3 years on the market, 6 finished projects, 100% success rate.
Average implementation cycle: 2 month.

So I would love to hear from you guys, being a partner, what is your Customer Happiness index, or Project Success Rate. In a very simple scale. Customer is happy or customer is not.
Just do a simple analysis, compare products if you sell competition.

All the best,