When I first dropped a custom field into an Acumatica grid, it seemed okay at a glance. The column showed up, and the value came in, so I thought it was done. Then I tried to filter it… and nothing worked. No sort, no filter; it behaved like the column wasn’t even part of the… Read More »
The Acumatica mobile app has a built-in option to view Generic Inquiries. As long as the GI is added to the site map, it shows up in the mobile app automatically. But the GI on mobile behaves like a simple report – you can see the data, but you can’t take any action from it.… Read More »
In many businesses’ scenarios in Acumatica, they need a simple way to upload data without using the full Import Scenarios module. Sometimes you want users to upload a small file, validate it, review the data in a grid, and save it—directly inside a custom screen. That’s exactly where a custom grid screen with an Upload… Read More »
In our previous blog, we explained Kit Assembly what is it. How it simplifies bundling and how it’s useful across various industries. Now we understand the concept and the benefits. Let’s Move on ahead. This blog provides a step by step process to perform Kit Assembly in Acumatica ERP– From Creating Kit Inventory Item with… Read More »
About: If you have ever worked in purchasing or finance, you may already know that buying stuff for a business isn’t as simple as swiping a card. There are requests, approvals, orders, deliveries, invoices, and payments process, all with their own timelines and checks. This end-to-end process is called procure to pay (P2P). And with… Read More »
In Acumatica, setting up the Check Payment Method is what tells the system how to handle vendor payments made by check. To do this, you go to the Payment Methods (CA204000) screen. First Start by defining the desired configuration for Accounts Payable, then link the payment method to the required cash account to ensure payments are… Read More »
In today’s fast-paced business world, financial accuracy and business transparency of organizations are most important than ever. In our daily business most of the organization deals with situation where one single transaction needs to be subdivided into multiple accounts, departments, costs, or projects. To handle these transaction allocations can be difficult and error-prone at the… Read More »
If you’ve worked with Acumatica, you know the standard dropdown only lets you pick one item. But what if you need to choose several? In real projects, that’s common—and that’s where a multi-select combo box can make life easier. Let’s take the Project screen (PM301000) as an example. Say you want to tag your projects… Read More »
“ERP implementations take ages and cost millions for manufacturing industries.” We’ve all heard this one before, right? While it’s true that implementation and customizations take effort, the real issue isn’t time—it’s choosing the right ERP software for manufacturing industries. One that understands your business and fits like it was made for it! So, here’s the big… Read More »
Businesses that are expanding and managing more than one company. For such businesses, setting up a new company in Acumatica ERP is an important step. This includes configuring a new legal company, creating a test environment for demo purposes, or onboarding new divisions. With the help of the Acumatica tenant-based structure, this becomes easy to… Read More »
