Author Archives: greytrix

WebHook Configuration in Acumatica.

By using the webhook configuration we can easily send POST requests to Acumatica ERP. From this we can keep update of records that are Created, Deleted. To do this, you need to create a new custom project for instance Webhooks Configuration and Publish it. On Publish of the customization Project need to create an Extension… Read More »

How to assign a business account to user in Acumatica?

To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is associated with the business account. Allow roles Customizer and Portal Admin for External User Type. You need to check Guest Role for these two in order to add here. Login to ERP using admin credential, navigate to User Roles screen (SM201005), and… Read More »

Date Formats in Acumatica

In this blog we will learn how to add various date formats in Acumatica systems for print Reports and export data. We receive unstructured data from a number of companies. Columns with date information have various formats that change from week to week. (example, mm-dd-yy, mm/dd/yyyy, dd-mmm-yy, yyyy/mm/dd, etc.) For this date format mm/dd/yyyy we… Read More »

Increase Column Length in Acumatica

Acumatica is one of the most user-friendly ERP software applications. Acumatica provides many features to users to ease their use of an application. Many times, we came across the scenario where we require to save larger data into the field than the assigned length of the column. It is certainly possible by using the “Increase… Read More »

Translation and Localization into different languages in Acumatica.

Acumatica offers built-in functionality that allows users to change the language settings within the platform, making it easy to localize Acumatica to any other language. With support for different languages, navigating Acumatica becomes seamless. The language translation feature greatly improves user experience, making the platform more accessible and user-friendly for a diverse global audience. Users… Read More »

Customization Approaches in Acumatica

Acumatica ERP has the ability to customize and integrate with third-party applications. Acumatica Customization makes Cloud ERP more user-friendly and fulfills the business needs as per user requirements. From Acumatica 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 Cloud ERP… Read More »

Acumatica Checkbook Integration

Greytrix Acumatica integration combines the power of two systems to help the business scale its probability. The Acumatica Checkbook integration helps improve productivity and meets upcoming business demands by having more control over the digital check payment process. This blog gives you an introduction to the Acumatica Checkbook The Acumatica and Checkbook.io integration allows users… Read More »

Changing Display Name of the field in Acumatica

Acumatica ERP provides simple options for customization as per the user’s need to ease out the working environment. Acumatica has a set of pre-defined labels/display names of the fields based on the ERP terminologies. These names are not specific to the business process and there is always a need to change them to make the… Read More »