Category Archives: Acumatica ERP

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 »

Checkbook-Acumatica Integration – Void Payment

Checkbook.io and Acumatica Integration can be easily integrated with businesses and new applications. While integrating it provides flexibility and efficiency. Checkbook-Acumatica Integration pushes check payments from Acumatica to Checkbook.io. The solution also offers an easy selection of banks or accounts in Checkbook which is mapped with Acumatica to know the status of the payment. The… 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 »

Adding Side Panel to Data Entry Screens

Data entry screens are used to perform the transactions in Acumatica ERP. Maintenance screens stores the master data like Customer, Vendor, Items, etc. are used occasionally if there are any changes or new data needs to be added. In ERP, Data Entry is the part that is used frequently in daily business processes and is… 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 »

Attributes in Acumatica

All the ERP systems has a capability to store the additional information using user-defined fields for certain entities based on the business process. Acumatica provides the flexibility by defining Attributes that can be created by a normal user with no technical skills. The feature becomes vital as it handles additional properties without customizing any screens.… 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 »