Mfg: Order to Production Workflow & CRM: Activity Mgmt. Redesign

Acumatica 2025 Updates: Manufacturing + CRM Enhancements for Smarter Workflow Controls

Join Danielle Peterson, Senior Applications Consultant at Algorithm, as she walks through new Acumatica improvements that give users more control, visibility, and efficiency across Manufacturing and CRM.

In this session, Danielle demonstrates how Acumatica now allows users to link sales orders to production orders with status-based rules, helping manufacturers:

• Prevent production on uncertain or unpaid orders.
• Customize order-type rules for special customers.
• Control exactly when and how production orders are created.

She also highlights major CRM updates designed to improve productivity with a cleaner, more intuitive activities interface, including:

• Email and task previews.
• Streamlined activity lists.
• Faster navigation with no extra clicking.
• Clear summaries to find information instantly.

Why it matters:

These updates help Acumatica users reduce risk, improve communication, and speed up operations from order entry to production to customer management.

Featured Highlights:

• Status-based production order creation Order type configuration best practices.
• How to control workflow for special customer scenarios.
• New CRM email & task preview features.
• Cleaner UI that reduces clicks and saves time.

About Algorithm

Algorithm is a Gold Certified Acumatica Partner specializing in ERP implementations for manufacturers, distributors, and project-focused businesses. With 30+ years of experience and a 98% first-time go-live success rate, we help organizations modernize and scale operations with Acumatica Cloud ERP.