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 »
When you start building GIs in Acumatica, everything feels pretty straightforward. You grab a couple of tables, join them, add a filter or two, and the result shows up exactly how you expect. But once you get into real payroll or finance setups – things like taxes, earnings, deductions, employee types – you suddenly notice… Read More »
Every year, Acumatica drops a major update – twice, in fact. But 2025 R2 feels different. It’s not just a checklist of minor fixes; it’s a release that focuses squarely on making the system easier to use, genuinely smarter in its daily operations, and more supportive for the teams who rely on it. Honestly, whether… 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 »
Exporting data from Acumatica comes up more often than you’d think. Whether you’re sharing information with external systems, putting together flat files for reporting purposes, or sending formatted data to clients, it’s something most of us need to do regularly. What’s outstanding is that you can handle all of this through Acumatica’s Data Provider and… 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 »
