Tag Archives: Acumatica ERP

Troubleshooting Custom Field Filter Not Working in Acumatica grid

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 »

How to link a phone number in a GI for the Acumatica mobile app

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 »

Acumatica and the Visibility Gap Fintech Leaders Face

Most fintech organizations already operate with dashboards. Metrics update, charts refresh, and reports circulate on schedule. From a technical standpoint, visibility exists. What is often missing is authority in the present tense. When fintech leaders ask straightforward questions—Where is cash right now? Which receivables are quietly aging? How exposed are we this week?—the answers frequently… Read More »

SOURCE INQUIRY – Simplifying GI-to-GI Linking

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 »

Acumatica 2025 R2 New Features Unlocked

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 »

Upload Action with Custom Grid Screen for Data Import

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 »

Build a TXT File Export Using Any Generic Inquiry in Acumatica

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 »

Remittance Printing in Acumatica

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 »

Acumatica ERP for Manufacturing Industry: The Silver Bullet to All Manufacturing Woes!

“ERP implementations take ages and cost millions for manufacturing industries.” We’ve all heard this one before, right? While it’s true that implementation and customizations take effort, the real issue isn’t time—it’s choosing the right ERP software for manufacturing industries. One that understands your business and fits like it was made for it!  So, here’s the big… Read More »

Transforming Manufacturing: A Recap from the Acumatica Event for Scalable Manufacturing

Last week, industry leaders, ERP experts, and manufacturing professionals came together at Fairfield by Marriott, Mumbai, for an engaging session hosted by Greytrix in collaboration with Acumatica and eWorkplace. The event, Smart Transformation: The Strategic Role of ERP in Modern Manufacturing, was designed to spark deeper conversations around how technology is reshaping manufacturing workflows, from… Read More »