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Acumatica Licensing GuideAcumatica Licensing Guide – July 2020Page 1

ContentsUSING THIS GUIDE . 3LICENSING AND SAAS SUBSCRIPTION . 4KEYS AND ENTITLEMENTS .4OVERVIEW.4PRODUCT EDITIONS .4Company Size .4Small Business . 4Advanced. 4Enterprise . 4Industry Specific Editions.5General Business . 5Distribution . 6Commerce . 7Field Service . 8Manufacturing. 9Construction . 10Module-Specific Licensing . 11LICENSING AND SUBSCRIPTION MODELS .12Acumatica’s SaaS Subscription . 12Private Cloud Subscription (PCS) Licensing . 12Private Cloud Perpetual (PCP) Licensing . 13LICENSING METHODS.13Transaction Tiers . 13SaaS Data Storage . 14Named Users . 14Concurrent Users . 14Resource Levels . 14SYSTEM RECOMMENDATIONS AND CONSTRAINTS .15Consumption-Based Subscriptions and Licensing . 15User-Based Subscriptions and Licensing . 16Monitoring of Console and License Compliance . 17TENANTS .17PRICE PROTECTION . 17RENEWAL CAPS FOR SAAS AND PCS SUBSCRIPTIONS .17RENEWAL CAPS FOR SOFTWARE MAINTENANCE (PCP ONLY) .17PRODUCT RELEASES . 18Acumatica Licensing Guide – July 2020Page 2

Using This GuideThis guide is provided to enhance your understanding of Acumatica licensing for Private Cloud Perpetual(PCP), Private Cloud Subscription (PCS), and Acumatica’s Software as a Service (SaaS) subscription. Anyexamples presented in this guide are for illustrative purposes only. Acumatica, Inc. reserves the right toupdate the existing version of this document without advanced notice.Any reference to system or software is a reference to Acumatica ERP software or SaaS subscription, unlessstated otherwise. This guide covers the various aspects of Acumatica licensing, and it is important to readthe document in its entirety to understand the various aspects of your license. While this document is referredto as the Acumatica Licensing Guide, it also covers Acumatica’s Software-as-a-Service (SaaS) offering.Headings or sections that mention “license” or “licensing” may also apply to a SaaS subscription, whereapplicable.Any capitalized words not defined in this document have the meaning as defined in the respective end-userlicense agreement or subscription agreement.This guide does not supersede, replace, or modify any of the legal documentation covering use rights nts, as applicable.Acumatica Licensing Guide – July 2020Page 3at

Licensing and SaaS SubscriptionKeys and EntitlementsAcumatica license keys (activation keys), are used to activate Acumatica products. License entitlements arewhat you are entitled to use based on the licenses you have acquired.OverviewAcumatica’s licensing and SaaS subscriptions are designed to help small and midsize businesses save moneyby having to acquire only the licensing and services needed for their business areas. As the company growsor its needs change, added licenses can be acquired as needed. This makes the power and benefits of anAcumatica solution more affordable for all businesses.When an organization is selecting Acumatica, there are two components to consider: the product editionsand modules that provide specific product functionality, and the licensing and subscription method. Theremay be additional system and module constraints that are related but not directly tied to licensing that willbe covered in this guide.Product EditionsAcumatica Cloud ERP functionality is delivered as editions that contain a collection of modules that are suitedfor specific industries and company sizes; additional modules can be selected to fit your specific needs. Hereis an overview of the company size groupings, industries, and module availability that make up the variouseditions.Company SizeSmall BusinessAll small business editions are designed to meet the needs of smaller companies and include 5 named usersand support for one tenant. Small business editions can optionally be upgraded to 10 named users. Theincluded modules vary based on the industry edition selected. See below for more information on includedand optional modules.SaaS Small business editions subscriptions started after June 30, 2020 areautomatically enrolled in Acumatica’s Always Current program. For more information on the Always Currentprogram, contact your Acumatica partner.AdvancedAll Advanced editions are for most mid-market companies (10-250 employees) that require advancedfinancial capabilities and more robust ERP functionality; and include 5 tenants. Included modules vary basedon the industry edition selected. See below for more information on included and optional modules.EnterpriseAll Enterprise editions are for larger companies (250 employees) that require advanced financial and ERPfunctionality and capabilities; and include 20 tenants. Included modules vary based on the industry editionselected. See below for more information on included and optional modules.Acumatica Licensing Guide – July 2020Page 4

Industry Specific EditionsGeneral BusinessFor businesses that do not fit into one of Acumatica’s industry editions, you can purchase one of the generalbusiness editions. Below is a listing of all included and optional modules for the General Business Editions.For Editions listed below: module included, module is available, “NA“ module not availableSmallBusinessEditionsAdvancedEnterprise 10Acumatica Base System ModulesFinancialsMultiple CurrenciesConsolidataionIntercompany AccountingDeferred RevenueContracts (AR billing f or Subscription Contracts, Contract Integration w ith CRM cases)Fixed AssetsMonitoring and AutomationInventory Control (Requires Order Management)Order ManagementShipping Carrier IntegrationWarehouse ManagementProject AccountingExpense ManagementCRM (SFA, MA)Case Management (Requires CRM)Portals for CRM (Price per portal)Salesforce Sync (Requires CRM)Exchange IntegrationOutlook IntegrationAdvanced AuthenticationIncluded TenantsAdditional 5 Tenants PackUpgrade to 10 Named Users (For Small Business Edition)Secondary License (Separate DB & Site) NANANANA NANA NANANANANA15NA NANANA NANANANANANANANANANANANANANANANA Manufacturing ModulesManufacturing (Includes BOM, Production Management)MRP (Required w hen purchasing Manuf acturing, except Small Business)Product ConfiguratorEstimatingPlanning and SchedulingEngineering Change ControlManufacturing Data Collection (2020 R1)Field Service ModulesField Service Management - Up to 10 Scheduled Techs (People and Vehicles)Field Service Upgrade: add 10 TechsField Service Upgrade: add 50 TechsField Service Upgrade: add 250 TechsEquipment Maintenance (Requires Service Management)Route Management (Limited availability, Requires Service Management)Field Service Management, consumption pricingCommerce ModulesCommerce Integration (Single Site BigCommerce Connector)Additional Site for Commerce IntegrationConstruction Edition ModulesConstruction featuresConstruction Project ManagementRetainageCost CodesProCore IntegrationConstruction for other Editions (requires Project Accounting)US , includes 10 employeesPayroll Expansion, additional 10 employeesPayroll Expansion, additional 50 employeesPayroll Expansion, additional 250 employeesAcumatica Licensing Guide – July 2020NANANAPage 5

DistributionDistribution Editions are ideal for wholesale and distribution companies that need integrated financials andinventory, as well as robust ERP functionality. Below is a listing of all included and optional modules forDistribution Editions.EditionsSmall Distribution 10Acumatica Base System ModulesFinancialsMultiple CurrenciesConsolidataionIntercompany AccountingDeferred RevenueContracts (AR billing for Subscription Contracts, Contract Integration w ith CRM cases)Fixed AssetsMonitoring and AutomationInventory Control (Requires Order Management)Order ManagementShipping Carrier IntegrationWarehouse ManagementProject AccountingExpense ManagementCRM (SFA, MA)Case Management (Requires CRM)Portals for CRM (Price per portal)Salesforce Sync (Requires CRM)Exchange IntegrationOutlook IntegrationAdvanced AuthenticationIncluded TenantsAdditional 5 Tenants PackUpgrade to 10 Named Users (For Small Business Edition)Secondary License (Separate DB & Site)NANANANA NANA NANANANANA15NA NANANA NANANANANANANANANANANANANANANANANA NA NANANANANANANANANANANANANANANANANANA Manufacturing ModulesManufacturing (Includes BOM, Production Management)MRP (Required w hen purchasing Manufacturing, except Small Business)Product ConfiguratorEstimatingPlanning and SchedulingEngineering Change ControlManufacturing Data Collection (2020 R1)Field Service ModulesField Service Management - Up to 10 Scheduled Techs (People and Vehicles)Field Service Upgrade: add 10 TechsField Service Upgrade: add 50 TechsField Service Upgrade: add 250 TechsEquipment Maintenance (Requires Service Management)Route Management (Limited availability, Requires Service Management)Field Service Management, consumption pricingCommerce ModulesCommerce Integration (Single Site BigCommerce Connector)Additional Site for Commerce IntegrationConstruction Edition ModulesConstruction featuresConstruction Project ManagementRetainageCost CodesProCore IntegrationConstruction for other Editions (requires Project Accounting)US , includes 10 employeesPayroll Expansion, additional 10 employeesPayroll Expansion, additional 50 employeesPayroll Expansion, additional 250 employeesAcumatica Licensing Guide – July 2020NANANAPage 6

CommerceCommerce Editions are ideal for Internet retailers that need integrated E-Commerce, advanced financials andinventory capabilities, and robust ERP functionality. Below is a listing of all included and optional modulesfor Commerce Editions.EditionsSmall BusinessAdvancedEnterpriseCommerceCommerceCommerce 10Acumatica Base System ModulesFinancialsMultiple CurrenciesConsolidataionIntercompany AccountingDeferred RevenueContracts (AR billing for Subscription Contracts, Contract Integration w ith CRM cases)Fixed AssetsMonitoring and AutomationInventory Control (Requires Order Management)Order ManagementShipping Carrier IntegrationWarehouse ManagementProject AccountingExpense ManagementCRM (SFA, MA)Case Management (Requires CRM)Portals for CRM (Price per portal)Salesforce Sync (Requires CRM)Exchange IntegrationOutlook IntegrationAdvanced AuthenticationIncluded TenantsAdditional 5 Tenants PackUpgrade to 10 Named Users (For Small Business Edition)Secondary License (Separate DB & Site)NANANANA NANA NANANANANA15NA NANANA NA NANANANANANANANANANANANANANANANANANA Manufacturing ModulesManufacturing (Includes BOM, Production Management)MRP (Required w hen purchasing Manufacturing, except Small Business)Product ConfiguratorEstimatingPlanning and SchedulingEngineering Change ControlManufacturing Data Collection (2020 R1)NANANANANANAField Service ModulesField Service Management - Up to 10 Scheduled Techs (People and Vehicles)Field Service Upgrade: add 10 TechsField Service Upgrade: add 50 TechsField Service Upgrade: add 250 TechsEquipment Maintenance (Requires Service Management)Route Management (Limited availability, Requires Service Management)Field Service Management, consumption pricingNANANANANANANACommerce ModulesCommerce Integration (Single Site BigCommerce Connector)Additional Site for Commerce Integration Construction Edition ModulesConstruction featuresConstruction Project ManagementRetainageCost CodesProCore IntegrationConstruction for other Editions (requires Project Accounting)US , includes 10 employeesPayroll Expansion, additional 10 employeesPayroll Expansion, additional 50 employeesPayroll Expansion, additional 250 employeesAcumatica Licensing Guide – July 2020NANANAPage 7