EVALUATION FORM - ACUMATICA SOFTWARE

Please check the appropriate rating.

1 = Strongly Disagree 2 = Disagree 3 = Neutral 4 = Agree 5 = Strongly Agree

QUESTIONS 1 2 3 4 5
1. Is Acumatica easy to use? ✔
2. Is the User Interface easy to understand? ✔
3. It is easy to navigate through the system. ✔
4. User guides are easy to understand. ✔
5. The End User Training was very helpful to understand Acumatica. ✔
6. Do you still need another training? ✔
7. I can transact in Acumatica with the help of user guides. ✔
8. I can transact in Acumatica without the help of user guides. ✔
9. Acumatica is very useful for daily transactions. ✔
10. It is easy to enter data in Acumatica. ✔
11. It is easy to view/access data in Acumatica. ✔
12. Using Acumatica will make my work easier. ✔
13. Did you encountered errors while using Acumatica? ✔
SELF EVALUATION FOR PROCESSES
14. I already know how to request Cash advance and Petty Cash Fund in ✔
Acumatica.
15. I can now transact liquidation and replenishment in Acumatica. ✔
16. All sales must start in Leads. ✔
17. Every sale of motorcycle, brand new or repossessed must be defined ✔
in Opportunities screen.
18. Creation of customer in Acumatica is not required in the sale of ✔
motorcycle.
19. Reason codes are not required in the sale of motorcycle. ✔
20. The amount in Sales Orders screen must be equal in the Invoices. ✔
21. Shipments are automatically created when you click QUICK ✔
PROCESS button.
22. The invoices created will be automatically released when you click ✔
QUICK PROCESS.
23. Target Equipment ID will be created when you released the invoices. ✔
24. I can create prepayment in Sales Order screen. ✔
25. Reason code is required when receiving a unit in Receipts screen. ✔
26. I can now receive a unit in receipts screen without user guide. ✔
27. Physical count of inventory is easier when using Acumatica. ✔
28. The transfer type that you should use is 2-step, when transferring a ✔
unit to another branch.
29. Subitems are required when requesting a motorcycle. ✔
30. Subitems are required when requesting an oil. ✔
31. I should see the cost when requesting a unit. ✔
32. Open should be the status of my request when I saved it. ✔
33. After requesting a unit, I will create a Purchase Order. ✔
34. Vendor must be defined in Purchase Receipt to see the PO lines. ✔
35. DR number must be defined in Vendor Ref field in Purchase Receipt ✔
screen.
 36. Control quantity must be equal with Total quantity. ✔
37. The location of the PO line must be GOOD. ✔
38. Lot/Serial number is not required in Purchase Receipts screen. ✔
39. Bank deposits screen is where I enter the prepayments received within ✔
the day.
40. Processing fee is entered in Cash Sales screen ✔
Comments regarding Acumatica (If any)

Suggestions (if any)