The one design decision you do not get a second run at A prospect showed me their proposed sub-account structure about two weeks before go-live. Five segments: branch, department, location, product line, cost centre. It looked thorough. Somebody had clearly put a weekend into it. I ran the arithmetic on the whiteboard. Their five segments… Read More: Segmented Keys and Sub-Account Structure in Acumatica »
When someone says “procurement”, it is easy to think of it as a straightforward process: someone needs an item, a supplier is chosen, and a purchase order is created. In a business, there is usually much more involved. Acumatica brings these activities together in a structured process. A request can move through a requisition, vendors can… Read More: From Request to Purchase Order: A Complete Walk through of Acumatica’s Requisition… »
A client rang me on a Tuesday about a purchase order for $42,000 that had been sitting untouched for eleven days. Nobody had rejected it. Nobody had approved it. It just sat there while the vendor kept calling. The cause was boring, as it usually is. Their approval map had a condition that none of… Read More: Multi-Level Approval Process in Acumatica ERP »
Acumatica is making changes to its user experience. More screens are being updated to the Modern UI. This new interface is cleaner and easier to use. However, some things you could do in the Classic UI are not available in the Modern UI yet. One example is the Chart of Accounts screen. If you are… Read More: Edit the Chart of Accounts Screen in Acumatica 2025 R2… »
Tariff volatility in 2026 is not a trade policy problem mid-market distributors are waiting out. It is an operational problem they are managing right now — in vendor invoices that no longer match contracted rates, in inventory held across locations that may be in the wrong place for the next demand cycle, and in procurement… Read More: Tariff Volatility 2026: How Acumatica Protects Distribution Margins »
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: SOURCE INQUIRY – Simplifying GI-to-GI Linking »
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: Upload Action with Custom Grid Screen for Data Import »
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: Step by Step Process of Kit Assembly »
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: Build a TXT File Export Using Any Generic Inquiry in… »
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: Remittance Printing in Acumatica »
