Acumatica ERP has the ability to customize and integrate with third-party applications. Customization makes Acumatica more user-friendly and fulfills the business needs as per user requirements. From customization, we can create and/or edit new screens, existing screens, GIs, Inquiry forms, reports, import/export scenarios, mobile applications, web service endpoints, etc.
Acumatica ERP is widely used among different sizes of organizations due to its simpler and user-friendly UI and easy way to customize and integrate with new and existing applications. Acumatica provides Customization Project Editor to customize the ERP. Today we will see different ways to customize Acumatica ERP.
1) Customization Projects (SM204505) Screen:
- Acumatica has a Customization Projects screen to manage and publish the customization projects.
- We can add a new customization project, open an existing customized project for editing in the editor, publish/unpublish customization projects, or import or delete an existing customization project.
- Click on + to create a new customization project and name the customization project. For instance, WaysToCustomization in the below screenshot and Click on save.
- For customization, we can simply click on the project name to go to the Acumatica customization editor.
2) Directly from the screen that needs to Customize
- Navigate to the screen which we want to customize.
- Click on Customization in the upper right corner.
- Click on Inspect Element (or press Ctrl + Alt + Click keyboard shortcut).
- Click on the field that needs to be customized.
- Click on CUSTOMIZE to customize the field.
- Select the existing customization project and click OK or create a new project using the NEW button
- Acumatica editor will be open in a new window where we can customize and publish our customization in the customization project.
Acumatica editor will be open in a new window where we can customize and publish our customization in the customization project.
3) Edit the project
We have another way to customize the project or go to the customization editor as below.
- Select Customization > Edit project menu option from any existing screen that needs to be customized.
- A popup window will be open to choosing the Customization project which needs to be customized.
- Select the existing customization project and click OK or create a new project using the NEW button.
Using any one of the above three ways one can customize the Acumatica ERP.
Acumatica ERP provides more convenient and simple ways for customizations.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.