S100: System Installation and Maintenance
Version: 2025R1
Category: System
How to Use This Course
This course provides a set of lessons that illustrate the Acumatica ERP installation processes in a midsize company. The course consists of lessons that guide you step by step through the examples and explanations of the installation and maintenance processes in Acumatica ERP. Aer you complete this course, you can proceed with the Acumatica ERP implementation, as described in Preparing an Instance for Implementation.
What Is in This Guide
The guide includes the Company Story topic and configuration and process activities. The Company Story topic explains the organizational structure of the company for which you will install the Acumatica ERP Configuration wizard, deploy and maintain the Acumatica ERP application instances. Each of the configuration and process activities of the course is dedicated to a particular user scenario and consists of processing steps that you complete.
What Is in a Configuration Lesson
A configuration lesson—that is, a lesson dedicated to the configuration of system settings and entities—provides a brief overview of the required system configuration and a description of other settings that could affect the configuration workflow.
What Is in a Process Lesson
A process lesson—that is, a lesson dedicated to the performing of a particular business process—includes a brief user scenario and a description of the process workflow. It can also include process diagrams that illustrate the user scenario supported by this process. The lesson also provides a brief overview of the settings that need to be specified and the entities that need to be prepared in the system before you start to perform this business process. Each process lesson includes at least one process activity that you have to complete in your Acumatica ERP instance to learn how to perform the described business process.
What Is in a Lesson? Each lesson provides a story describing a particular user scenario; configuration settings that are related to the described scenario are also listed. The lesson provides a brief overview of the process that should be performed to complete the described scenario, and instructions that guide you through the process in Acumatica ERP.
The completion of a lesson depends on the steps performed in the previous lessons. We recommend
that you complete the lessons in the listed order.
What the Documentation Resources Are
Acumatica ERP provides a wide variety of documentation resources, which you can access from this course, from the system, or from the Help portal. Links to related information are provided at relevant places throughout the course. The complete Acumatica ERP documentation is available on https://help.acumatica.com/ and is included in the Acumatica ERP instance. While viewing any form used in the course (or any other Acumatica ERP form), you can click the Open Help button in the top pane to bring up a form-specific Help menu; you can use the links on this menu to quickly access form- related concepts and activities and to open a reference topic with detailed descriptions of the form elements. How to Use This Course | 6
Which Credentials You Should Use
For lessons of this course in which you sign in to an Acumatica ERP instance, you sign in by using the admin username and the password defined for this account in your instance.
Which License You Should Use
For the educational purposes of this course, you will activate an Acumatica ERP license to access the functionality associated with the Inventory and Order Management group of features. For the production use of this functionality, you have to activate the license your organization has purchased. Each particular feature may be subject to additional licensing; please consult the Acumatica ERP sales policy for details. Company Story | 7
Company Story
This topic explains the organizational structure and operational activity of the midsize company for which you will install the Acumatica ERP Configuration wizard, deploy and maintain Acumatica ERP instances during this training.
Company Structure
The SweetLife Fruits & Jams company is a midsize company located in New York City. The company consists of the following branches:
- SweetLife Head Office and Wholesale Center: This branch of the company consists of a jam factory and a large warehouse where the company stores fruit (purchased from wholesale vendors) and the jam it produces. Warehouse workers perform warehouse operations by using barcode scanners or mobile devices with barcode scanning support.
- SweetLife Store: This branch has a retail shop with a small warehouse to which the goods to be sold are distributed from the company's main warehouse. This branch is also planning on selling goods via a website created on an e-commerce platform to accept orders online. The e-commerce integration project is underway.
- SweetLife Service and Equipment Sales Center: This branch is a service center with a small warehouse where juicers are stored. This branch assembles, sells, installs, and services juicers, in addition to training customers' employees to operate juicers.
Operational Activity
The company has been operating starting in the 01-2024 financial period. In November 2024, the company started using Acumatica ERP as an ERP and CRM system and migrated all data of the main office and retail store to Acumatica ERP. The equipment center began its operations in 01-2025 in response to the company's growth. The base currency of the company and its subsidiaries is the US dollar (USD). All amounts in documents and reports are expressed in US dollars unless otherwise indicated.
SweetLife Company Sales and Services
Each SweetLife company's branch has its own business processes, as follows:
- SweetLife Head Office and Wholesale Center: In this branch, jams and fruit are sold to wholesale customers, such as restaurants and cafes. The company also conducts home canning training at the customer's location and webinars on the company's website.
- SweetLife Store: In the store, retail customers purchase fresh fruit, berries, and jams, or pick up the goods they have ordered on the website. Some of the goods listed in the website catalog are not stored in the retail warehouse, such as tropical fruits (which are purchased on demand) and tea (which is drop-shipped from a third-party vendor).
- SweetLife Service and Equipment Sales Center: This branch assembles juicers, sells juicers, provides training on equipment use, and offers equipment installation, including site review and maintenance services. The branch performs short-term service provision. The company has local and international customers. The ordered items are delivered by drivers using the company's own vehicle. Customers can pay for orders by using various payment methods (cash, checks, or credit cards).
Company Purchases
The company purchases fruits and spices from large fruit vendors for sale and for jam production. For producing jams and packing jams and fruits, the company purchases jars, labels, and paper bags from various vendors. For Company Story | 8
the internal needs of the main office and store, the company purchases stationery (printing paper, pens, and pencils), computers, and computer accessories from various vendors. The company also purchases juicers and juicer parts from large juicer vendors, and it either purchases the installation service for the juicers or provides the installation service on its own, depending on the complexity of the installation. Lesson 1: Preparing for Installing Acumatica ERP | 9