Category Archives: Acumatica Customization

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 »

Increase Column Length in Acumatica

Acumatica is one of the most user-friendly ERP software applications. Acumatica provides many features to the users to ease of 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… Read More »

Customization Approaches in Acumatica

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… Read More »

Acumatica Summit 2023 -Putting together years of skilled expertise to make it a striking maiden visit!

We’re excited to announce that we’re coming to the Wynn Hotel in Las Vegas, NV, for the 2023 Edition of the Acumatica Summit. The 6-day seminal event is going to be more grandiose than ever before where customers, partners, and industry analysts will be under one roof to discuss, gain insights, share knowledge, and what… Read More »

Changing Display Name of the field in Acumatica

Acumatica ERP provides simple options to make 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… Read More »

Multi-Currency setup and payment processing with currency rates in Acumatica

Acumatica has introduced a feature of multiple base currencies. The feature is available in the financial module where we can automatically compute realized and unrealized currency gains and losses, perform account revaluations and translate complete financial statements Enable Multi-Currency Accounting Features: Navigate to System Management > Licensing > Enable/Disable Features. The initial step would be to enable… Read More »

Acumatica – Access Custom Field in Mobile Application

Acumatic ERP provides a wide range of features and functionalities. With the growing technologies and hand-held devices, it becomes important to support multiple platforms in order to make them user-friendly. Acumatica has extended accessibility of the ERP data using the Mobile phone and has created the application for Android as well as iOS. We are… Read More »

Add a customized field to the selector/lookup of Acumatica

We are all aware of the selector control in Acumatica and its use. Standard fields can be easily added to the selector/lookup control through screens, but custom fields will not be displayed on the selector control by following the same process. We must perform some additional steps to make it visible on the selector and… Read More »

Adding a Side Panel in Generic Inquiries

Acumatica ERP provides a powerful data analysis reporting tool – Generic Inquiry to access the data from within ERP.  The Generic Inquiry provides On Screen result based on the applied filters and anyone with basic logical skill can edit and create a Generic Inquiry. Side panel in Acumatica ERP provides an easy navigation to another screen… Read More »

Add standard field to the selector/lookup of Acumatica

A lookup or a selector control contains the data like a table or a grid which is displayed in the form of rows and columns. The data consists of the records from a table (DAC) within Acumatica ERP and allows the selection of a specific row. Acumatica selector control has an inbuilt filtering and sorting functionality for better… Read More »