Acumatica training, built from the real screens.
With Simetta for Acumatica, new order takers, buyers, warehouse staff and accountants practice on simulated Acumatica screens: the same workspaces, screen names, captions, actions and messages they will see on day one. Every screen was built from a live Acumatica system, and documents hold, release and apply the way Acumatica’s do.
Built against a live Acumatica, screen by screen
Renaming fields isn’t enough. Each area was captured on a running Acumatica 2026 R2 demo company, documents were taken all the way to release, and the simulation was changed wherever it behaved differently.
So a trainee who scans an item that isn’t on the shipment gets the message Acumatica would show, and one who copies a quote to an order and lets Acumatica recalculate the prices finds out in the debrief, with what it would have cost.
Sales orders, shipments and payments
Sales Orders, Shipments, SO Invoices and Payments and Applications, with QT quotes copied to SO orders, BL blanket orders and their child orders, and invoices without an order. A prepayment sits on the order’s Payments tab; its Applied To Order can be less than the payment, with the rest left on the customer’s account, and what’s left over is refunded on Prepayments and Refunds.
The warehouse scanner screens
Receive and Put Away and Pick, Pack, and Ship work like Acumatica’s barcode screens: scan the location, then each item one at a time, and Set Qty. for the rest. Lots ask for their expiration date, a serial number scanned twice is refused, and the prompts and messages are Acumatica’s own, down to “Receipt successfully released.”
Purchasing and requisitions
Purchase Orders and Purchase Receipts; requisitions where vendors bid and the buyer picks one with Select Vendor; blanket purchase orders and the orders released from them; and freight, duty and insurance bills spread over a receipt on Landed Costs.
Production orders and kits
Production Order Maintenance with Release, Move and Labor, Complete Order once an order is In Process, and planned and actual labor time in hours and minutes on Totals. Bill of Material and Work Centers answer the cost questions, and Kit Assembly asks for a reason code when a component is short on hand, with Acumatica’s message.
CRM: leads, opportunities and campaigns
A lead from a trade-show card through Qualify and Convert to Opportunity, or Disqualify with Acumatica’s reasons. Opportunities move through Acumatica’s stages and probabilities and close won or lost with a reason. Marketing lists, campaigns and the calls made to their members.
Finance and banking
Journal Transactions, Recurring Transactions, Account Summary and Account Details, the bank reconciliation, Bank Deposits and Cash Account Details, the Cash Flow Forecast, AR Aging, Prepare Dunning Letters and Dunning Letter History, and an approval map that sends large sales orders for approval.
Service contracts and projects
Equipment, Service Orders and Appointments completed with the hours and parts actually used and billed with Run Billing; Service Contracts activated over the equipment they cover. Projects budgeted from Labor Rates, with Project Transactions and Run Project Billing.
Acumatica training by department
57 modules, 240 guided lessons. Each department’s track runs from finding your way around Acumatica to a module exam.
Customer Service and Sales
- Customer Service 1 · Order entry4 skills
- Customer Service 2 · Tricky orders4 skills
- Cross-training · Receiving for the front counter4 skills
- Customer Service 4 · Changes and exceptions6 skills
- Inside Sales 1 · Customer setup4 skills
- Inside Sales 2 · Quotes4 skills
- Customer Service 3 · Returns4 skills
- Pricing 1 · Contracts4 skills
- Pricing 2 · Price books4 skills
- Cross-training · Order to cash4 skills
- Cross-training · Procure to pay4 skills
- Customer Service 6 · Answering "Where's my order?"6 skills
- Customer Service 5 · Special orders and backorders4 skills
- Inside Sales 3 · From quote to order4 skills
- CRM 1 · Opportunities and activities6 skills
- CRM 2 · Marketing lists and campaigns4 skills
- CRM 3 · Leads4 skills
- Sales Orders 1 · Quotes4 skills
- Sales Orders 2 · Blanket orders4 skills
- Sales Orders 3 · Invoices without an order4 skills
- Service 1 · Service orders and appointments4 skills
- Projects 1 · Project billing4 skills
Purchasing
- Purchasing 1 · Vendors, suppliers and items4 skills
- Purchasing 2 · Buying4 skills
- Purchasing 3 · Inventory control5 skills
- Purchasing 4 · Vendor returns and expediting5 skills
- Inventory · Non-stock items4 skills
- Purchases 5 · Requisitions and blanket orders4 skills
- Purchases 6 · Landed costs4 skills
Warehouse
- Warehouse 1 · Bins and adjustments3 skills
- Warehouse 2 · Transfers4 skills
- Warehouse 3 · Receiving and shipping4 skills
- Warehouse 4 · Pick, pack and ship4 skills
- Manufacturing 1 · Production orders6 skills
- Inventory · Kit assembly4 skills
- Warehouse 5 · Scanning receipts and shipments5 skills
- Inventory · Lots and transaction history5 skills
Accounting
- Accounts Receivable 1 · Applying cash4 skills
- Accounts Receivable 2 · Credit and billing6 skills
- Accounts Payable 1 · The three-way match4 skills
- Accounts Payable 2 · Bills without a PO, and freight4 skills
- Accounts Payable 3 · Paying vendors4 skills
- Accounts Receivable 3 · Credits, write-offs and collections4 skills
- General Ledger 1 · Journal entries and month-end5 skills
- General Ledger 2 · Closing the month4 skills
- Accounts Receivable 4 · Statements and finance charges4 skills
- Sales Orders 5 · Prepayments4 skills
- Purchases 7 · Vendor questions and incoming bills4 skills
- Finance 3 · Account inquiries and recurring entries5 skills
- Finance 4 · Aging and valuation4 skills
- Banking · Cash accounts and deposits5 skills
- Accounts Receivable 5 · Customer documents and dunning letters5 skills
The Acumatica screens in the simulator
Grouped by the workspace each one sits in on Acumatica’s module menu, which is where trainees find them, or they type the name in Search.
- Banking
- Bank Deposits
- Bank Reconciliation
- Cash Account Details
- Cash Flow Forecast
- Reconcile Deposits
- Reconciliation Statements
- Configuration
- Approvals
- Assignment and Approval Maps
- Credit Terms
- Employees
- Numbering Sequences
- Segment Values
- Users
- Warehouses
- CRM
- Activities
- Business Accounts
- Leads
- Marketing Campaigns
- Marketing Lists
- Opportunities
- Tasks
- Finance
- Account Details
- Account Summary
- Budgets
- Currencies
- Currency Rates
- Journal Transactions
- Manage Financial Periods
- Recurring Transactions
- Trial Balance
- Inventory
- Adjustments
- Inventory Allocation Details
- Inventory Summary
- Inventory Transaction History
- Inventory Valuation
- Issues
- Item Warehouse Details
- Kit Assembly
- Non-Stock Items
- Physical Inventory Count
- Stock Items
- Transfer Receipts
- Transfers
- Manufacturing
- Bill of Material
- Labor
- Move
- Production Order Details
- Production Order Maintenance
- Work Centers
- Payables
- AP Bills by Item
- Bills and Adjustments
- Checks and Payments
- Debit Adjustments
- Incoming Documents
- Prepare Payments
- Released Bills
- Released Debit Adjustments
- Vendor Details
- Vendor Locations
- Vendors
- Void Checks
- Projects
- Labor Rates
- Project Transactions
- Projects
- Run Project Billing
- Purchases
- Blanket Purchase Orders
- Drop-Ship Receipts
- Landed Costs
- PO Inquiry
- Prepare Replenishment
- Purchase Orders
- Purchase Receipts
- Purchase Returns
- Receive and Put Away
- Released Receipts
- Requisitions
- Receivables
- AR Aging
- AR Memos
- Calculate Overdue Charges
- Collection Activities
- Contacts
- Credit Limits
- Customer Credit Hold
- Customer Details
- Customer Locations
- Customer Summary
- Customers
- Dunning Letter History by Customer
- Invoice Corrections
- Invoices and Memos
- Payments and Applications
- Prepare Dunning Letters
- Prepare Statements
- Prepayments and Refunds
- Sales Orders
- Blanket Sales Orders
- Confirmed Shipments
- Order Inquiry
- Pick Lists
- Pick, Pack, and Ship
- Return Receipts
- RMA Orders
- Sales Orders
- Sales Orders Preferences
- Sales Price Worksheets
- Sales Prices
- Sales Quotes
- Shipments
- SO Invoices
- Transfer Orders
- Service
- Appointments
- Equipment
- Service Contracts
- Service Orders
Acumatica questions
Is Simetta made by Acumatica?
No. Simetta is an independent training product from Uptimize Solutions. It is not affiliated with or endorsed by Acumatica, Inc. Its screens are a training simulation styled after Acumatica.
Does Simetta connect to our Acumatica?
No. Trainees practice in Simetta’s own sandbox, which has its own business-rules engine. They don’t sign in to Acumatica to train, and nothing they do is released to your Acumatica company.
How close is it to the real Acumatica?
Each screen was built from field-level captures of a live Acumatica 2026 R2 demo company: its captions, tabs, grid columns, actions and the messages it shows. Documents were taken through to release on the live system, sales orders shipped and paid, receipts put away, lots and serial numbers picked, and the simulation was changed wherever it behaved differently.
Which Acumatica screens does Simetta cover?
113 Acumatica-style screens today, reached the Acumatica way through Search or the module menu, including Sales Orders, Shipments, Payments and Applications, Purchase Orders, Requisitions, Receive and Put Away, Pick, Pack, and Ship, Production Order Maintenance, Kit Assembly, Leads, Opportunities, Service Orders, Projects, Journal Transactions, Bank Reconciliation and Prepare Dunning Letters.
Does it cover month-end close on Acumatica?
Yes. Accruals that reverse, reclasses, depreciation, the bank reconciliation, statements and overdue charges, aging and closing the period in Manage Financial Periods are all lessons on the Acumatica finance screens. The month-end close page shows the whole close, step by step.
Can it train our people on our own procedures?
Yes. Upload an SOP and Simetta builds a training module from it on the Acumatica screens: a guided lesson and a scored test for each skill, with the approvals and emails around them. Lessons that pass every check are ready to publish, and you edit or approve the rest. No SOPs yet? Simetta can write them from the training.
Can training use our own customers and items?
Yes. You can import customers, ship-tos, items, vendors and stock from a spreadsheet, so trainees practice on the names they will see in your Acumatica. A demo distributor is included for trying it first.
Five minutes on the demo will tell you more than this page can.
Play a real lesson, take the scored test, then see what your manager would see.