MYOB Acumatica Access: Process Activity

The following activity will walk you through the processes of signing in to your MYOB Acumatica instance, switching between companies and branches, and signing out of the system.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Video Tutorial

This video shows you the common process but may contain less detail than the activity has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the steps of the activity.

FEEDBACK

Story

Suppose that you are David Chubb, a new sales manager of the SweetLife Fruits & Jams company, and you are signing in to MYOB Acumatica for the first time by using the Chubb user account.

Further suppose that you have access to the following branches of the SweetLife Fruits & Jams company:

  • Service and Equipment Sales Center
  • SweetLife Head Office and Wholesale Center
  • SweetLife Store

Process Overview

In this activity, you will do the following:

  1. Sign in to MYOB Acumatica for the first time
  2. Make sure that you have access to the needed SweetLife Fruits & Jams branches
  3. Switch to the SweetLife Store branch
  4. Sign out of MYOB Acumatica

System Preparation

Before you sign in to MYOB Acumatica, make sure that the following tasks have been performed:

  • You have installed an MYOB Acumatica instance with the U100 dataset, or a system administrator has performed this task for you.
  • You have one of the recommended web browsers installed on your computer. For details, see MYOB Acumatica Access: General Information.

Step 1: Signing In to the MYOB Acumatica Account

To sign in to MYOB Acumatica by using the сhubb user account of David Chubb, do the following:

  1. Open your browser.
  2. In the address bar, type the URL of your MYOB Acumatica instance and press Enter. The MYOB Acumatica Sign-In page opens.
  3. In the Username box, type chubb.
  4. In the Password box, type 123.
  5. Click Sign In. The home page of your MYOB Acumatica instance opens.

Step 2: Switching Between Companies and Branches

To make sure that you have access to the SweetLife Fruits & Jams company and its branches, do the following:

  1. In the top pane of the MYOB Acumatica screen, click the Company and Branch Selection menu button (where you see SweetLife Fruits & Jams) to open the Company and Branch Selection menu.
  2. On the menu, view the list of the companies and branches, and be sure it includes the SweetLife Fruits & Jams company and the following branches of it: Service and Equipment Sales Center, SweetLife Head Office and Wholesale Center, and SweetLife Store. Notice the check mark left of the current branch (the branch to which you are currently signed in).
  3. Click SweetLife Store to switch to the SweetLife Store branch of the SweetLife Fruits & Jams company. The system closes the Company and Branch Selection menu. In the top pane, notice that you can now see the SweetLife Store branch.
  4. Click the Company and Branch Selection menu button to open the Company and Branch Selection menu. Notice the check mark left of the SweetLife Store branch, which means that it is your current branch.
    Tip: If you switch to a company without branches, the check mark appears left of the company instead of the branch.

Step 3: Signing Out of MYOB Acumatica

To sign out of MYOB Acumatica, do the following:

  1. In the right part of the top pane, click the User menu button (where your username appears).
  2. On the User menu, which opens, click Sign Out. The MYOB Acumatica Sign-In page is displayed.

Activity Recap

In this activity, we have illustrated the following:

  1. A user has signed in to MYOB Acumatica.
  2. The user has switched between companies and branches.
  3. The user has signed out of MYOB Acumatica.