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… »
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… »
Field teams use their devices a lot, to take and upload site photos directly into Acumatica. We had observed a problem with one of our setups where field users with iPhones could not upload photos on the Daily Field Report screen. The upload did not work because iPhones usually save images in.HEIC or.HEIF format and… Read More: How to Fix iPhone Photo Upload Issues in Acumatica Daily… »
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: Troubleshooting Custom Field Filter Not Working in Acumatica grid »
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: How to link a phone number in a GI for… »
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 »
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: Acumatica 2025 R2 New Features Unlocked »
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 »
