Enable/Disable Features

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 MYOB Acumatica.
• 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 MYOB Acumatica.

A feature that provides support for multiple branches within a company. Branches can be configured for company offices to track revenue and expenses by branches and to limit the visibility of branch-related entities. For details, see Multiple Branch Support and Basic Models for Multibranch Organization.

You can enable this feature and start using the related functionality at any time.

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.

A feature that provides support for multiple companies (legal entities) within one tenant. For details, see Companies and Branches.

You can enable this feature and start using the related functionality at any time.

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.

A feature that supports multiple locations for vendor and customer accounts. You may need to enable the feature if some of your organization's customers or vendors have multiple offices (locations), and you need to track these locations’ sales and purchases.

You can enable this feature and start using the related functionality at any time.

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.

You can enable this feature and start using the related functionality at any time.

A feature that makes it possible to manage financial periods on the tenant level only; the periods can be opened, closed, or locked in all companies at once, and the status of each financial period is the same in all companies. This feature is enabled by default.

It is allowed to enable this feature only if the status of each financial period is the same in all companies.

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. You can disable this feature at any time.

For more information, see Generating Financial Calendars.

A feature that gives you the ability to define price tiers for item quantities.

You can enable this feature and start using the related functionality at any time. You can disable this feature at any time; however, we recommend deleting price records with a nonzero break quantity before disabling the feature.

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.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time; however, we recommend releasing the pre-released bills before disabling the feature.

A feature that gives users the ability to specify tax and taxable amounts for journal entries and include them in the tax reports. For more information, see Tax Entry from GL: General Information.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time; however, before you disable the feature, we recommend releasing or deleting the unreleased journal entries with taxes specified.

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.

You can enable this feature and start using the related functionality at any time.

A feature that provides support for configuring 1099 vendors and filing the Form 1099-MISC and Form 1099-NEC. For details, see Filing Out the 1099 Forms.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time; however, before you disable the feature, we recommend making sure that all 1099 years have the Open status in all companies.

A feature that gives users the ability to specify the tax calculation mode (net or gross), which the system will use for computing a tax amount in a document. 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.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time; however, before you disable the feature, we recommend changing the tax calculation mode to Tax Settings in the customer and vendor records and in all unreleased documents.

A feature that provides automatic rounding of bill and invoice amounts. For details, see Rounding of Document Amounts.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that allows company employees to file their claims for reimbursement of expenses.

For details, see Processing Expense Claims.

A feature that gives you the ability to use subaccounts in addition to accounts. This facilitates more granular financial analysis if you need to track your expenses by departments or cost centers or to attribute your revenue to product categories, customer classes, or geographical locations. For details, see Subaccounts: General Information.

We recommend that you enable this feature before you start configuring your system. If you need to activate it at a later stage, you perform instructions similar to those described in Subaccounts: Implementation Activity.

A feature that makes it possible to distribute account balances among other accounts based on the rules configured in the system. For more information, see Allocation Rules: General Information.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that makes it possible to process transactions between different companies or between the branches of the same company that require balancing. You can set up the automatic generation of balancing entries for the transactions. Alternatively, the companies and company branches can be set up for usage in sales and purchase orders and in AP bills and AR invoices. For details, see Interbranch Account Mapping.

You can enable this feature if either the Multicompany Support or Multibranch Support feature is enabled. You can enable this feature and start using the related functionality at any time.

Also, enabling this feature gives users 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.

You can disable this feature after it has been in use; however, we recommend deleting or releasing and posting all unposted inter-branch transactions before disabling the feature.

If this feature is disabled, users can enter transactions only between branches that belong to one company and do not require balancing.

A feature that gives users the ability to configure and use companies with different base currencies within one tenant.

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.

You can enable this feature if the following features are disabled:

• Purchase Requisitions
• Projects if the Multicurrency Projects feature is disabled
• Customer Portal
• Service Management
• Payroll
• Retail Commerce
• Procore Integration

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.

A feature that gives you the ability to limit access to particular customer and vendor records for employees of a particular branch, company, or company group. For details, see Customer Visibility: General Information, Vendor Visibility: General Information, and Company Groups: General Information.

You can enable this feature if either the Multicompany Support feature or the Multibranch Support feature is enabled. You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that provides the ability to configure companies having a different end of the financial year within one tenant. For details, see Multiple Calendar Support.

You can enable this feature and start using the related functionality at any time. The Multiple Calendar Support feature can be enabled if the Centralized Period Management feature (under Standard Financials) is disabled.

A feature that provides the ability to import account balances of subsidiaries into a parent company tenant for the preparation of consolidated reports. Administrative users can configure which data should be consolidated and how exactly the data should be consolidated. After that, users can consolidate the data as often as they need to within each financial period. For more details, see GL Consolidation Configuration: General Information and GL Consolidation: General Information.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that gives users the ability to translate amounts from one currency to another currency. Translation can be used for reporting purposes in any foreign currency. For details, see Translation of Financial Statements: General Information.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that gives users the ability to maintain customer discounts in the system and apply them automatically to sales orders and invoices. For more information, see Customer Discounts: General Information.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

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.

A feature that gives users the ability to maintain vendor discounts in your system and apply them automatically to purchase orders and bills. For more information, see Configuring Vendor Discounts.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

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.

A feature that makes it possible to calculate salespeople's commissions. For details, see Managing Commissions.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that gives your company the ability to charge fees on overdue invoices. For details, see Overdue Charges: General Information.

You can enable this feature and start using the related functionality at any time.

A feature that provides users with the ability to generate dunning letters to notify customers about their overdue documents. Each level of dunning letters can be managed by customer or by overdue document. For details, see Preparing Dunning Letters.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that gives users the ability to recognize deferred revenue and expenses by using automatically generated schedules. For more information, see Deferred Revenue.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time; however, we recommend that you remove the deferral codes from unreleased AP and AR invoices.

A feature that makes it possible to recognize deferred revenue 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.

You can enable this feature at any time; however, we recommend that you remove the deferral codes from unreleased invoices if you previously recognized revenue according to different standards.

You can disable this feature at any time; however, we recommend that you remove the deferral codes from unreleased invoices.

A feature that provides support for parent-child relationships between customers. A parent-child relationship includes the ability for the parent account to pay invoices of the child account, to prepare consolidated statements, to view a consolidated balance, and to share credit policy for a group of related customers. The relationship can be removed at any time. For details, see Managing Parent-Child Relationships.

You can enable this feature and start using the related functionality at any time.

A feature that makes it possible to retain a portion of an invoice amount to ensure that the contracted work is completed. Retainage is used primarily in the construction industry.

If the Standard Inventory feature is enabled in addition to this feature, users can also create purchase orders with retained amounts. For each purchase order, a user then creates 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, users can also create pro forma invoices with retained amounts. For each pro forma invoice, a user then creates 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.

You can enable this feature and start using the related functionality at any time.

A feature that makes it possible for users to apply payments to individual lines of AP and AR documents and to track the balances of the document lines. For more information, see Applying Payments to Particular Lines of AP Documents and Applying Payments to Particular Lines of AR Documents.

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.

You can enable this feature and start using the related functionality at any time.

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 between accounts receivable and time and expense tracking. For more information, see Implementing the Contract Functionality.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A feature that gives users the ability to create, manage, and depreciate 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.

You can enable this feature and start using the related functionality at any time. You can also disable this feature at any time.

A group of features that provides the functionality of inventory and order management. This functionality includes basic sales order management and purchase order management functionality. If you enable this group of features without enabling the Inventory feature within it, users can create sales orders and purchase orders that include only non-stock items (including services); they can also create and release sales invoices and AP bills for these documents.

If you enable this group of features along with the Inventory feature, users can also use the inventory functionality. That is, they can use stock items, create shipments for sales orders and purchase receipts for purchase orders, and generate inventory transactions.

For more information about the implementation of basic inventory and order management, see Order Management Basic Configuration: General Information.

A feature that gives your company the ability to maintain stock items and to create and process documents that include stock items. Stock items are physical items that are stored and managed through a warehouse and can be purchased, transferred, sold, or manufactured, and whose quantities and costs are tracked. With the feature enabled, forms related to the inventory functionality become available.

The ability to track inventory levels can benefit companies across many industries, such as retail, wholesale distribution, manufacturing, e-commerce, and construction. With this feature enabled, users can maintain stock items in the system, process receipts and issues, and prepare and complete full physical counts.

If your company does not track inventory but you want users to be able to enter purchase receipts for purchase orders with non-stock items, you enable the Purchase Receipts Without Inventory feature instead of this feature.

For more information about the configuration of order management with inventory, see Configuration of Order Management: General Information and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that gives users the ability to define multiple units of measure (UOMs) for each stock item or non-stock item. They can also create rules for conversion between UOMs.

You may need to enable this feature if your company purchases, tracks, or sells items in different units of measure. For example, you may need this functionality if your company sells items by the piece but purchases and stores these items in storage containers, such as boxes, packages, or crates. With the feature enabled, users can specify prices for each unit of measure of an item.

With this feature disabled, for each stock item, users 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 and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that gives users the ability to track stock items by lot or serial number and by expiration date.

You may need to enable this feature if your company sells the following:

• Products, such as medications, that are tracked by lot or unit because laws require manufacturers to keep accurate records about their distribution
• Products, such as foods and chemical compounds, that have expiration dates
• Products—such as electronics, appliances, and cars—that need to be tracked individually for safety and warranty measures
• Any other products that your company wants to track in groups or individually while using the same inventory ID

MYOB Acumatica provides flexible numbering capabilities 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 and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that makes it possible to process blanket purchase orders. A blanket purchase order is an order representing a long-term agreement between a company and a supplier to deliver goods or services with a defined price over a specific period of time.

You may need to enable this feature if your company has regular and predictable procurement requirements and long-term relationships with vendors. A blanket purchase order provides a streamlined way to make multiple purchases (through child orders) and track large item quantities under a single agreement over an extended period.

With the feature enabled, you can process standard purchase orders—that is, orders with products that are purchased regularly in the same quantities and that can be processed repeatedly. These standard purchase orders can be used as a template for orders to speed the data entry.

For more information, see Blanket Purchase Orders: General Information and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that provides users 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 (CS100000) form.

Businesses that may need to enable this feature—such as middle-sized offices, cafeterias, or construction companies that want to track receipts to compare them with bills but do not need inventory tracking—may want to order physical goods for the company’s use but not for sales or production. Thus, they do not need to track item quantities in the system. The purchase receipts can be useful for tracking purposes, serving as proof that the items have been received.

If you disable the Inventory feature and enable the Purchase Receipts Without Inventory feature, the system will adjust the settings of existing non-stock items on the Non-Stock Items (IN202000) form. If the Require Receipt check box was selected for these non-stock items when the Inventory feature was enabled, the system will select the Process Item via Receipt check box.

When the Purchase Receipts Without Inventory feature is disabled and the Inventory feature is enabled, the Require Receipt check box will be cleared for all non-stock items on the Non-Stock Items (IN202000) form, regardless of the state of the Process Item via Receipt check box. If there are documents in the system with non-stock items for which the Process Item via Receipt check box is selected, users will be able to process these documents as documents with lines of the Service type.

For more information, see Purchases of Non-Stock Items and Services with Receipts: General Information.

A feature that gives users 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.

If your company is a retailer or e-commerce business or has diverse or specialized product offerings, you may need to enable this feature to improve order fulfillment speed. If your company is a small enterprise with limited warehouse space, you may need to enable this feature to reduce carrying costs associated with storing and managing inventory.

For more information, see the following topics:

• Sales with Drop Shipping: General Information
• Drop Shipments of Non-Stock Items: General Information
• Configuration of Order Management: Disabling of the Inventory and Order Management Features

A feature that gives companies the ability to use multiple warehouses and track inventory appropriately in each warehouse. With the feature enabled, users can transfer inventory items between warehouses and use warehouse-specific sales prices and vendor prices.

You may need to enable this feature if your company has multiple buildings, storage rooms, or other facilities for storing inventory items.

For more information, see the following topics:

• Warehouses in MYOB Acumatica
• Warehouses: General Information
• Configuration of Order Management: Disabling of the Inventory and Order Management Features

A feature that provides the functionality of distribution requirements planning (DRP).

With the feature enabled, your company can use time-phased demand and supply planning with lead time offset to procure inventory only when it is needed. By using sales forecasts for the anticipated future demand, you can meet customer service levels more easily. Also, DRP optimizes procurement to mitigate stock shortages and minimize carrying costs and offers accurate resource use and real-time exception management.

With this feature, users can balance supply and demand based on date-specific recommendations for unmet demand. The system groups supply and demand by time periods and generates alerts for late supply order issues, such as delayed delivery dates.

Distributors who previously used a time-phased inventory planning tool usually include DRP as part of the primary inventory implementation phase. Distributors new to the concept of planning to demand may choose to implement DRP in the second phase of inventory implementation.

For more information, see Inventory Planning Configuration: General Information.

A feature that supports multiple locations for each warehouse.

You may need to enable this feature if your company wants to organize warehouse space according to its physical representation. In this case, locations are shelves or storage places for which you can define the following:

• Their usage, such as default receiving location for an item or default issuing location
• Their settings, such as which operations are allowed for the location and whether it is a separately tracked location

Users can assign different pick priorities to locations in order to empty certain locations more quickly while using others less frequently.

For more information, see Warehouse Locations and Single-Step Transfers: General Information and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that gives your company the ability to maintain the needed level of stock at warehouses by purchasing the appropriate quantity of stock items from vendors or by transferring that quantity from other warehouses to the needed warehouses.

By using a demand forecast model, users can automatically calculate replenishment parameters based on sales statistics and perform replenishment for a specific future period based on historical sales data. They can perform replenishment through transfers if your company has multiple warehouses and replenishes stock items by transferring them from a warehouse where they are available. Users can perform replenishment through purchases if your company needs to purchase stock items at an appropriate time from particular vendors when the stock is below a certain level.

If the Multiple Warehouses feature is enabled, users can perform replenishment through a warehouse that functions as a distribution center for consolidated purchasing: items are received in this warehouse, and goods are replenished to other warehouses from it.

For more information, see Configuration of Replenishment: General Information.

A feature that provides the functionality of creating and using matrix items (items with multiple attributes, such as materials, sizes, colors, or brands) in the system. It also gives users the ability to generate items with various attributes automatically by using predefined templates. You may need to enable this feature if your company is a distributor, retailer, or e-commerce business that needs to purchase or sell the same product in multiple variants. You can define the price of the product by using a template (an aggregating item) or by using a particular item (a matrix item), if needed.

For more information, see Matrix Items: General Information and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that makes the system calculate the optimal set of boxes for each sales order and shipments. The system adds the boxes (based on the list of carrier boxes), the item packaging options, and the item quantities to the document. If your company ships the items through an integrated carrier—such as FedEx, USPS, and UPS—the system calculates the shipping costs for each carrier so that users can select shipping option. This feature may be helpful if you need an early prediction of the freight cost before shipping and a suggestion about which boxes should be used for the goods in the shipment.

For more information, see the following topics:

• Integration with Carriers
• Automatic Packaging for Integrated Carriers
• Automatic Packaging for Local Carriers

A feature that gives your company the ability to create and track kits in the system. A kit is a bundled and assembled product made up of individual items and components. You may need to enable this feature if your company wants to add multiple stock items into a single package or product for sale or deliver unique combinations of services and products.

For more information on kits, see Inventory Item Kits and Configuration of Order Management: Disabling of the Inventory and Order Management Features.

A feature that gives companies the ability to use the functionality of related items—such as cross-sell, up-sell, and substitute items—to increase the value of sales and improve customer satisfaction. Retailers will benefit from this feature because it simplifies item selection when an employee receives a sales order by phone or enters a direct invoice in the following scenarios:

• An additional item would add value to the sale.
• The customer may benefit from a higher-quality item.
• The original item is no longer available for sale and should be replaced.

For more information, see Related Items in Sales Orders: General Information.

For information, see Configuration of Physical Inventory.

A feature that gives users the ability to create a linked purchase order for a sales order line or to link sales orders to existing purchase orders and receipts, so that the system will allocate the items listed on purchase receipts to specific sales orders.

This feature will benefit any company that has to deal with the following business scenarios:

• The company needs to process a sales order that includes items that the company does not have in stock; these items are purchased only for specific sales orders.
• The company has multiple warehouses and performs purchasing only to particular larger warehouses (distribution centers).
• The company needs to promptly fulfill a sales order line for which the quantity of the item is insufficient. After any available units of the item have been shipped, the company needs to order the quantity that was unavailable at the time of shipping.

For more information, see the following topics:

• Purchases for Sale: General Information
• Configuration of Order Management: Disabling of the Inventory and Order Management Features

A feature that gives companies the ability to create more order types to support business processes that cannot be supported with the predefined order types. For example, the company may need to configure a custom order type that uses different sets of general ledger accounts and subaccounts and different numbering sequences to determine order IDs. Also, this type might have different processing options specified, such as the setting that causes the system to perform a credit check when the orders of this type are entered.

For more information, see Custom Sales Order Types.

A feature that gives users the ability to create purchase requests and requisitions for customers and employees. Users can also perform bidding to find the best prices and control budget compliance.

This functionality may be useful for companies that process their procurement through a tender process or typically work with multiple vendors' offers when ordering goods.

For more information, see Purchase Requisition Configuration: General Information.

A feature that gives users the ability to add items directly to sales invoices without creating and processing an associated sales order and shipment. This feature will benefit companies that sell items in retail shops with point-of-sale (POS) systems.

Your organization can integrate MYOB Acumatica with an external POS system for simplified processing of direct sales if this feature is enabled.

For more information, see Direct Sales: General Information and Direct Returns: General Information.

A feature that provides the ability to configure and manage vendor relations. Companies that make payments for goods or services to a different vendor than the vendor that supplied those goods or services will benefit from this feature.

For more information, see Managing Vendor Relations.

A group of features for automating warehouse operations, such as the picking, packaging, receiving, putting away, transferring, and counting of items. 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 configuration of automated warehouse operations.

This group of features is recommended for midsize and large warehouses that have many rows, racks, and stock-keeping units (SKUs) and that have medium or large turnover of goods per day. If the company wants to simplify the warehouse operations by using handheld barcode scanners, they will benefit from these features.

For more information, see Automated Warehouse Operations: General Information.

A feature that gives users the ability to perform fulfillment operations—such as picking, packing, and shipping items—by using barcode scanners or mobile devices.

The feature will benefit companies that have midsize and large warehouses and many rows and racks and that would like to simplify their picking and packaging processes by using handheld barcode scanners to pick and pack goods. With this feature enabled, users can perform all the picking and packaging activities on the same form in the web version and mobile app of MYOB Acumatica.

For more information, see Picking and Packing Operations: General Information.

A feature that enables a more efficient warehouse management process by eliminating the need for printed pick lists. Warehouse managers can organize picking jobs, set priorities, and assign tasks digitally for single-shipment, wave, and batch pick lists if the Advanced Picking feature is enabled.

This digital approach speeds the picking and packing processes, enhances operational flexibility, and reduces paper waste. It also helps to organize each picker’s routes in the most effective way and provides the next picking job to the picker to reduce downtime. If the Advanced Picking feature is disabled, only the single-shipment pick lists are available.

For more information, see Paperless Picking: General Information.

A feature that provides the ability to use the wave and batch picking workflows, which can streamline warehouse operations. Wave picking consolidates pick lists for groups of orders, gives pickers the ability to collect items in one warehouse pass, and optimizes efficiency for large order volumes. Batch picking organizes items from multiple orders into a batch, which can be picked by item line. After the batch is picked, the packer is packing goods from the sort location for each order. Both workflows organize the picking processes in the warehouse, provide the ability to aggregate multiple picking tasks for one picker, and reduce the processing time.

Your company will benefit from this feature if you have a large volume of shipments per day and a lot of pickers whose routes in the warehouse need to be organized.

For more information, see Wave Picking: General Information and Batch Picking: General Information.

A feature that gives users the ability to receive and put away goods by using handheld barcode scanners.

For more information, see Receiving and Putting Away Operations: General Information.

A feature that supports inventory operations—such as issuing, receiving, transferring, and counting items—by using barcode scanners or mobile devices.

For more information, see the following topics:

• Processing of Inventory Receipts: General Information
• Processing of Inventory Issues: General Information
• Processing of Transfers: General Information
• Counting in Physical Inventory: General Information

A feature that gives users the ability to use carts during picking, receiving, and transfer processing. This might be useful if your employees use carts or pallet transporters frequently in your warehouse, and your company wants to be able to track goods even when they are in carts or pallet transporters.

For more information, see Cart Tracking in Warehouse Operations.

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.

For more information, see CRM: General Information.

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.

For details, see Managing Cases.

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.

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.

If the Customer Management feature is disabled, this feature becomes disabled automatically.

For more information, see Opportunity Management: Sales Quotes.

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 MYOB Acumatica with Web Map Services.

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 MYOB Acumatica.

You can enable any of the features in this group if the group of features is available in your license.

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.

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
• Track project budgets and project invoices in the customer’s currency
• Keep project transactions in any currency
• Bill a project in a currency that is different from the project currency
• Manage profitability in the base 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.

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 MYOB Acumatica.

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.

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.

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 and by type (for example, by revenue and expense). 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.

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. With this feature enabled, users can facilitate detailed reporting by specifying cost codes in GL transactions, bills, invoices, sales orders, purchase orders, project transactions, and cash transactions. 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.

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.

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.

A feature that gives you construction-specific functionality, such as joint payments, subcontracts, cost projections, progress worksheets, correction of pro forma invoices, compliance documents (including lien waivers), 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.

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, and submittals 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.

A group of features that you enable to use the MYOB Acumatica Customer Portal, which provides a solution for you to work and communicate with your customers more efficiently. The Customer 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 Customer Portal is an additional application that can be installed separately. For more information, see Overview of the MYOB Acumatica Customer Portal.

A feature that makes it possible for your customers to view the online catalog and place orders themselves through the Customer Portal.

For more information, see Managing the Inventory Catalog in the Customer Portal.

A feature that gives your customers the ability to add cases and track case processing through the Customer Portal.

This feature can be enabled only if the Case Management feature is enabled.

For more information, see Configuring Case Management in the Customer Portal.

A feature that provides a means for your customers to view the documents associated with their company accounts in MYOB Acumatica.

A feature that you enable to use the service management functionality, which provides comprehensive control of the service-related processes that your company performs. You can create service orders, which serve as the initial agreement for the job and contain various details about the services to be performed. You can schedule appointments, capturing essential information such as the services rendered, the scheduled and actual dates and times, and the staff responsible for each service.

You can also define specific staff members—including their work schedules, skills, and licenses—and assign them appropriately to perform services by specifying them in service orders or appointments. You can also utilize a calendar board with a user-friendly design, so you can easily visualize your staff's workloads, facilitating the creation, scheduling, and assignment of appointments seamlessly.

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).

For an overview of this functionality, see Overview of Service Management Processes.

A feature that you enable to use the equipment management functionality. This functionality gives you the ability to efficiently maintain and monitor information about the equipment that is serviced by your company for customers or the equipment your company owns and uses for service provision. By using this functionality, you can configure equipment for sale and seamlessly manage post-sale service maintenance. For equipment requiring frequent maintenance, you can establish service contracts, incorporating schedules of service visits and customized billing settings for customers.

With the integration between equipment management and service management, you can process service orders and appointments associated with equipment maintenance contracts. Moreover, through the equipment management feature, you can track equipment serial numbers post-sale, along with warranties, upgrades, and all relevant equipment details. Furthermore, you can maintain a comprehensive service history for each equipment unit.

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 need to be installed or maintained (or both).

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.

For an overview of this functionality, see Overview of Equipment Management Processes.

A feature that you enable to use the route management functionality. This functionality, in conjunction with service management capabilities, provides you with the ability to efficiently plan and oversee your company's routes, route executions, and related appointments. Whether your routes involve service provision or the movement of inventory items (delivery or pickup), you can create and manage route executions seamlessly. By using the Bing Maps integration, you gain the ability to visualize routes on a map and access detailed statistics for each completed route, including distance and time taken.

To simplify the handling of repeat customer appointments requiring route planning, you can create route service contracts. In a contract, you specify services to be performed, create a schedule or schedules for performing services, and specify billing rules for service billing. Based on the contract, the system generates the route appointments to be executed. You can also use the route management functionality to enter and store information about every vehicle your company uses for routes. When you integrate this functionality with the equipment management functionality, the tracking of each vehicle becomes possible.

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 (such as janitorial, cleaning, pool maintenance, and pest control).

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.

For an overview of this functionality, see Overview of Route Management Processes.

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.

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.

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 MYOB Acumatica.

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.

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.

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.

A feature that makes available the recognition of expense receipts in the MYOB mobile app.

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

For more information, see Recognizing AP Documents From PDFs.

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.

A feature that gives you the ability to integrate MYOB Acumatica with Microsoft Active Directory (AD), Microsoft Active Directory Federation Services (AD FS), or Microsoft Azure Active Directory (Azure AD).

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.

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.

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.

A group of available features for all editions of MYOB Acumatica, although the number of features is different in different editions.

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 MYOB Acumatica via SendGrid. For details, see Integrating MYOB Acumatica with SendGrid.

You can disable the feature at any time.

A group of features that makes it possible to use custom connectors for e-commerce systems as well as other integrations based on the MYOB Acumatica Commerce Framework. It also provides access to the commerce integration and configuration forms, even if the Retail Commerce group of features is not enabled.

If the Third-Party Integrations group of features is enabled, you can enable this group of features whenever you need to install an ISV solution or publish a customization project that relies on the Advanced Integration Engine. When you install a registered solution from the Acumatica Marketplace, a check box for the corresponding feature appears on this form below Advanced Integration Engine.

You can disable this group of features if there is no active data preparation and processing between MYOB Acumatica and external systems based on the ISV solutions or customization projects. Unless the Retail Commerce group of features is enabled, when you disable the Advanced Integration Engine group of features, all commerce integration and configuration forms become hidden in the system. You will no longer have access to the sync history and will not be able to resynchronize previously synced data. All previously imported data will remain in MYOB Acumatica.

A feature that allows adding five stores per custom connector to MYOB Acumatica.

A developer can build a connector for data synchronization with any third-party system (such as Arena PLM, WooCommerce, or Procore) by using the MYOB Acumatica Commerce Framework. For details, see Implementing a Connector for an E-Commerce System.

By default, this feature allows five stores to be added per custom connector. If more than five stores of a custom connector are needed in the instance, the developer of the custom connector can contact MYOB to convert the custom connector to a licensed connector—that is, they can register the connector as an ISV solution and publish it on the Acumatica Marketplace.

You can enable this feature if the Advanced Integration Engine group of features is enabled.

You can disable this feature if there is no active data preparation and processing between MYOB Acumatica and external systems through the custom connectors built on the advanced integration engine. When the feature is disabled, the UI elements of the custom connectors will no longer be visible. However, information about data previously synchronized through the custom connectors will still be available on the Sync History (BC301000) form.

A group of features that activates MYOB Acumatica Retail Connectors, which supports integration with popular e-commerce systems, point-of-sale systems, and marketplaces (such as BigCommerce, Shopify, and Amazon) to manage online sales in business-to-consumer, business-to-business, direct-to-consumer, and in-store retail environments.

You can enable this group of features and start using the related functionality only if the Third-Party Integrations group of features is enabled. Retailers, manufacturers, and distributors who are already selling their goods in store or online typically need to include the Retail Commerce group of features in the first phase of implementation to synchronize those customer-facing systems with MYOB Acumatica immediately. B2B-oriented manufacturers and distributors might want to focus on selling online and in store after the ERP system has been implemented and is stable, in phase two or later.

You can disable this group of features if there is no active data preparation and processing between MYOB Acumatica and any of the connected e-commerce systems and marketplaces. Unless the Advanced Integration Engine group of features is enabled, when you disable the Retail Commerce group of features, all commerce-specific forms and UI elements become hidden in the system. You will no longer have access to the sync history and will not be able to resynchronize previously synced data. All previously imported data will remain in MYOB Acumatica.

A feature that turns on the ability to connect MYOB Acumatica to Amazon Seller Central for selling products on the Amazon marketplaces. With this feature, you can set up the import of seller-fulfilled (FBM) and marketplace-fulfilled (FBA) orders, payments and fees from your Amazon seller account, as well as export shipments and available quantities of products from MYOB Acumatica to Amazon. You can configure each connection to the needs of the business by using custom filtering and mapping of exported and imported data.

You can enable this feature if the Retail Commerce group of features is enabled.

You can disable this feature if there is no active data preparation and processing between MYOB Acumatica and any of the connected Amazon marketplaces. When you disable the feature, the Amazon Stores (BC201020) form will no longer be available in the UI. However, you can still view the history of data synchronization between MYOB Acumatica and Amazon marketplaces on the Sync History (BC301000) form.

For details, see Integration with Amazon.

A feature that turns on the ability to connect MYOB Acumatica to the BigCommerce e-commerce platform. With this feature, you can set up the synchronization of products, customers, sales orders, payments, shipments, returns and refunds, and other data between the two systems. You can configure each connection to the needs of the business by using custom filtering and mapping of exported and imported data.

You can enable this feature if the Retail Commerce group of features is enabled.

You can disable this feature if there is no active data preparation and processing between MYOB Acumatica and any of the connected BigCommerce stores. When you disable the feature, the BigCommerce Stores (BC201000) form will no longer be available in the UI. However, you can still view the history of data synchronization between MYOB Acumatica and BigCommerce stores on the Sync History (BC301000) form.

For details, see Integration with BigCommerce.

A feature that turns on the ability to connect MYOB Acumatica to the Shopify e-commerce platform. With this feature, you can set up the synchronization of products, customers, sales orders, payments, shipments, returns and refunds, and other data between the two systems. You can configure each connection to the needs of the business by using custom filtering and mapping of exported and imported data.

You can enable this feature if the Retail Commerce group of features is enabled.

You can disable this feature if there is no active data preparation and processing between MYOB Acumatica and any of the connected Shopify stores. When you disable the feature, the Shopify Stores (BC201010) form will no longer be available in the UI. However, the history of data synchronization between MYOB Acumatica and Shopify stores will still be available on the Sync History (BC301000) form.

For details, see Integration with Shopify.

A feature that adds the ability to synchronize point-of-sale (POS) orders, payments, shipments, returns and refunds, and other data between Shopify and MYOB Acumatica.

You can enable this feature if the Retail Commerce group of features and the Shopify Connector feature are enabled.

You can disable this feature if there is no active data preparation and processing between MYOB Acumatica and the connected Shopify stores. When you disable the feature, the UI elements related to the import of POS orders will no longer be visible and POS orders will no longer be imported from Shopify. However, the history of POS order synchronization between MYOB Acumatica and Shopify stores will still be available on the Sync History (BC301000) form.

For details, see Order Synchronization: Import of POS Orders.

You can enable this feature if the following features are enabled:

• The Retail Commerce group of features
• The BigCommerce Connector or the Shopify Connector feature

You can disable this feature if there is no active data preparation and processing between MYOB Acumatica and the connected BigCommerce and Shopify stores. When you disable the feature, the UI elements related to the B2B entities will no longer be visible on the UI.

A feature that turns on the integration with Plaid and MX, which are financial service companies that provide secure bank feeds. With this integration, MYOB Acumatica 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 MYOB Acumatica with Bank Feeds.

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.

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.

A feature that gives you the ability to integrate MYOB Acumatica with Microsoft Exchange Server. You will be able to configure synchronization and then synchronize users' contacts, emails, tasks, and events in MYOB Acumatica with their Exchange mailboxes.

For more information, see Synchronizing MYOB Acumatica with Microsoft Exchange Server.

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 MYOB Acumatica with External Tax Providers.

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 MYOB Acumatica with Address Validation Providers.

You can disable the feature at any time.

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 MYOB Acumatica 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 MYOB Acumatica and Salesforce. For details, see Setting Up Synchronization with Salesforce.

You can disable the feature at any time.

A feature that supports bidirectional real-time synchronization of data in business accounts, contacts, and leads between MYOB Acumatica and HubSpot.

You can enable this feature at any time. Once the feature is enabled, you need to configure the integration between MYOB Acumatica and HubSpot. For details, see Integration with HubSpot.

You can disable the feature at any time.

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 MYOB Acumatica instance, the functionality becomes available in the system.

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.

A group of features that adds functionality related to item production. It gives companies control over their production while supporting various manufacturing methodologies, such as make-to-stock, make-to-order, engineer-to-order, project-centric, job shop, batch, and repetitive manufacturing.

You can enable this group of features if it is included in your license. If the Distribution Requirements Planning feature is enabled, you must disable it before enabling Manufacturing.

You can disable this group of features at any time. Manufacturing data will not be deleted from the database but will no longer be visible in the UI. All manufacturing-related UI elements will become hidden; none of the manufacturing-related functionality will be available. If you have decided to disable the feature after it has been enabled and its functionality has been used, it is a best practice to have a formal de-implementation plan: Before disabling the feature, you should ensure that all business documents are closed, manufacturing transactions are released, and financial transactions are posted and balanced.

You can enable this feature if the Manufacturing group of features is enabled. Manufacturers that have used a time-phased inventory planning tool in the past usually include MRP as part of the primary implementation phase. Manufacturers who are new to the concept of planning to demand may choose to implement MRP in a second phase.

The Material Requirements Planning feature can be disabled at any time. Because MRP does not generate any financial transactions, there are no significant consequences to disabling the feature; no data will be lost. However, for instances where the Advanced Planning and Scheduling feature is enabled, the MRP planning orders will affect the scheduled orders. You should take steps to eliminate the planning orders before disabling this feature.

For details, see Inventory Planning with MRP: General Information.

A feature that adds the functionality of product configuration. The product configurator streamlines the process of customizing products, ensuring accurate quotes, efficient order management, and optimized manufacturing. It empowers businesses to create unique configurations (reducing the number of bills of material to manage for each configuration), maintain a revision history, and calculate precise pricing based on the selected product features and options.

You can enable this feature if the Manufacturing group of features is enabled. Generally, manufacturers that produce configurable products need to enable the Product Configurator feature early in the implementation process, when they are defining their bills of material. However, companies that are looking to introduce new production lines or variations of existing product lines may enable Product Configurator after using MYOB Acumatica for years.

Before disabling the Product Configurator feature, you should ensure that there are no incomplete sales quotes or sales orders that include a configurable item. Additionally, planned production orders that reference a configured bill of material should be evaluated to determine if they should be deleted before turning off the feature.

For more information, see Product Configurator: General Information.

A feature that adds the estimation functionality. Manufacturing estimating empowers make-to-order manufacturers (job shops) to create accurate and detailed estimates for manufacturing projects. It gives users flexibility in preparing estimates for existing or custom items, whether they need simple summary estimates or detailed ones with a BOM structure. For enhanced efficiency, users can quickly generate new estimates by copying or modifying existing ones. Revision control ensures that multiple revisions can be tracked, including expected labor, material, and overhead costs. Additionally, seamless integration with sales enables estimates to be linked to sales quotes or opportunities.

You can enable this feature if the Manufacturing group of features is enabled. Generally, if manufacturers have used an ERP system to provide estimates to their customers in the past, they enable this feature before they go live. However, companies using legacy or antiquated systems to manage estimates may choose to enable this feature as a second phase of their ERP implementation.

This feature can be disabled at any time; no data will be lost. However, we recommend that you first ensure that all estimates sent to the customer have expired, have been completed, or have been canceled. In any sales quote or opportunity to which the estimate is linked, users will lose visibility to the estimate details. Similarly, any production orders that have estimates as the source will not have visibility of the estimate details.

For details, see Estimating: General Information.

A feature that adds the functionality of advanced planning and scheduling. With advanced planning and scheduling (APS), manufacturers can manage and monitor their shop floor schedule and work center capacity by using the finite scheduling method.

You can enable this feature if the Manufacturing group of features is enabled. This feature is useful for companies looking to schedule production orders' start and end dates based on work center capacity and delivery date commitments.

This feature can be disabled at any time; no data will be lost. Because scheduling does not generate any financial transactions within the APS functionality, there are no significant consequences to disabling the feature.

For more information, see Advanced Planning and Scheduling: General Information.

A feature that adds the functionality of engineering change control. Engineering change control (ECC) helps manufacturers manage changes to bills of material (BOMs) and routings, ensuring compliance with current customer, vendor, and production requirements. ECC streamlines BOM and routing revisions, automates change requests, and provides an approval workflow.

You can enable this feature if the Manufacturing group of features is enabled. The feature is useful for manufacturers looking to implement tighter controls on changes to form or function for their BOMs.

The feature can be disabled at any time; no data will be lost. Because ECC does not generate any financial transactions, there are no significant consequences to disabling the feature. However, we recommend that you terminate all approval workflows and complete or cancel all engineering change requests and engineering change orders.

For details, see Engineering Change Control: General Information.

A feature that gives users the ability to perform production operations by using barcode scanners or mobile devices. Manufacturing data collection (MDC) streamlines shop floor operations by automating data capture through the use of barcodes, scanners, and mobile devices. It provides real-time updates of inventory and eliminates data entry errors. Key features include material movement tracking, clock-in and clock-out capabilities for labor transactions, and supervisor review.

You can enable this feature if the Manufacturing group of features is enabled.

The feature can be disabled at any time; no data will be lost. All actions within MDC can be performed on ERP forms not specific to manufacturing. There are no consequences to disabling this feature.

For more information, see Manufacturing Data Collection.

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.

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

• Support for the Bankers Automated Clearing Service (BACS). For details, see Processing BACS Payments.
• Support for Making Tax Digital (MTD). For details, see Configuring Support for Making Tax Digital (MTD).

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.

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.

A feature that provides the recognition of potential errors in posted GL transactions by using an AI model. 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. For more details, see GL Anomaly Detection: General Information.

You can enable this feature and start using the related functionality at any time. Keep in mind that you should first train the AI model for prediction based on reclassified GL transactions in closed periods.

You can disable this feature at any time.

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.

A feature that provides the ability for users to map multiple bank accounts to one cash account in MYOB Acumatica 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.

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.

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.

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.