Tag Archives: AcumaticaERP

Adding filters to Generic Inquiries

In the world of ERP software’s, it’s really important for businesses to handle their data accurately. This helps them make smart choices and run their operations smoothly. Acumatica is a popular cloud-based software that helps with this, and it comes with one of in-built feature called Generic Inquiries (GIs). GIs allow users to explore data… Read More »

How to assign a business account to user in Acumatica?

To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is associated with the business account. Allow roles Customizer and Portal Admin for External User Type. You need to check Guest Role for these two in order to add here. Login to ERP using admin credential, navigate to User Roles screen (SM201005), and… Read More »