{"id":627,"date":"2022-12-26T12:12:15","date_gmt":"2022-12-26T12:12:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=627"},"modified":"2024-09-24T06:58:45","modified_gmt":"2024-09-24T06:58:45","slug":"customization-approaches-in-acumatica","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/12\/26\/customization-approaches-in-acumatica\/","title":{"rendered":"Customization Approaches in Acumatica"},"content":{"rendered":"\n<p>Acumatica ERP has the ability to customize and integrate with third-party applications. Acumatica Customization makes Cloud ERP more user-friendly and fulfills the business needs as per user requirements. From Acumatica customization, we can create and\/or edit new screens, existing screens, GIs, Inquiry forms, reports, import\/export scenarios, mobile applications, web service endpoints, etc.<\/p>\n\n\n\n<p>Acumatica Cloud ERP is widely used among different sizes of organizations due to its simpler and user-friendly UI and easy way to customize and integrate with new and existing applications. Acumatica provides Customization Project Editor to customize the ERP. <br><br>Today we will see different ways to customize Acumatica ERP.<\/p>\n\n\n\n<p><strong>1) Customization Projects (SM204505) Screen:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Acumatica has a Customization Projects screen to manage and publish the customization projects.<\/li>\n\n\n\n<li>We can add a new customization project, open an existing customized project for editing in the editor, publish\/unpublish customization projects, or import or delete an existing customization project.<\/li>\n\n\n\n<li>Click on + to create a new customization project and name the customization project. For instance, WaysToCustomization in the below screenshot and Click on save.<\/li>\n\n\n\n<li>For customization, we can simply click on the project name to go to the Acumatica customization editor.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/12\/02-CustomizationFromCustomizedProjectScreen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/12\/02-CustomizationFromCustomizedProjectScreen.png\" alt=\"01 CustomizationFromScreen1\"><\/a><\/center>\n\n\n\n<p><strong>2) Directly from the screen that needs to Customize<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to the screen which we want to customize.<\/li>\n\n\n\n<li>Click on Customization in the upper right corner.<\/li>\n\n\n\n<li>Click on Inspect Element (or press Ctrl + Alt + Click keyboard shortcut).<\/li>\n\n\n\n<li>Click on the field that needs to be customized.<\/li>\n\n\n\n<li>Click on CUSTOMIZE to customize the field.<\/li>\n\n\n\n<li>Select the existing customization project and click OK or create a new project using the NEW button<\/li>\n\n\n\n<li>Acumatica editor will be open in a new window where we can customize and publish our customization in the customization project.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/12\/01-CustomizationFromScreen1-2.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/12\/01-CustomizationFromScreen1-2.png\" alt=\"01 CustomizationFromScreen1\"><\/a><\/center>\n\n\n\n<p>Acumatica editor will be open in a new window where we can customize and publish our customization in the customization project.<\/p>\n\n\n\n<p><strong>3) Edit the project<\/strong><\/p>\n\n\n\n<p>We have another way to customize the project or go to the customization editor as below.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select Customization &gt; Edit project menu option from any existing screen that needs to be customized.<\/li>\n\n\n\n<li>A popup window will be open to choosing the Customization project which needs to be customized.<\/li>\n\n\n\n<li>Select the existing customization project and click OK or create a new project using the NEW button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/12\/03-CustomizationPromEditProject.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2022\/12\/03-CustomizationPromEditProject.png\" alt=\"03 CustomizationPromEditProject\"><\/a><\/center>\n\n\n\n<p>Using any one of the above three ways one can customize the <a href=\"https:\/\/www.greytrix.com\/acumatica\/\" target=\"_blank\" rel=\"noreferrer noopener\">Acumatica<\/a> ERP.<\/p>\n\n\n\n<p>Acumatica ERP provides more convenient and simple ways for customizations.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Acumatica ERP has the ability to customize and integrate with third-party applications. Acumatica Customization makes Cloud ERP more user-friendly and fulfills the business needs as per user requirements. From Acumatica customization, we can create and\/or edit new screens, existing screens, GIs, Inquiry forms, reports, import\/export scenarios, mobile applications, web service endpoints, etc. Acumatica Cloud ERP\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2022\/12\/26\/customization-approaches-in-acumatica\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":2561,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,15,3,14],"tags":[4,159,16,147],"class_list":["post-627","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-acumatica","category-acumatica-customization","category-acumatica-erp","category-acumatica-services","tag-acumatica","tag-acumatica-customization","tag-acumatica-erp","tag-customization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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