Unlocking Acumatica's Potential: A Case Study in Solving Complex Client Needs
This video highlights the common challenges faced by Acumatica consultants and showcases a real-life example of how Tayana Solutions effectively uses the platform’s tools to address specific client needs.
(a) Challenges: Navigating the Data Maze
Acumatica consultants often face demanding clients who require detailed and specific data insights. This can be particularly challenging when dealing with complex scenarios like tracking open purchase orders with partially received items and their corresponding unbilled amounts.
- Clients may require in-depth reports that involve sifting through large amounts of data, which can be time-consuming and inefficient.
- Extracting precise data, such as unbilled amounts on partially received purchase orders, can be like “finding a needle in a haystack”.
- These challenges are amplified when clients require this information urgently, for instance, at month-end for approvals and financial reporting.
(b) Solution: Harnessing the Power of Generic Inquiries (GIs)
Tayana Solutions, tackles these challenges by leveraging Acumatica’s Generic Inquiry (GI) tool. GIs are powerful, customisable search tools within Acumatica that allow consultants to extract and present specific data points in a meaningful way.
- Bespoke GIs are designed to meet the specific needs of each client.
- In the case study discussed, the GI was designed to include essential fields like order numbers, vendor details, inventory IDs, unbilled quantities, and amounts.
- Crucially, the GI was structured to provide actionable insights, not just raw data.
- The finance team could quickly identify orders nearing payment deadlines, facilitating timely approvals and preventing late payment penalties.
- The procurement team could readily see which partially received orders required follow-up with vendors.
Benefits: Transforming Bottlenecks into Efficiency
By utilising GIs effectively, Tayana Solutions transforms potential data bottlenecks into streamlined processes, delivering significant benefits to their clients:
- Improved Visibility: Clients gain clear and concise insights into their data, facilitating informed decision-making.
- Enhanced Efficiency: Streamlined workflows and automated processes save time and reduce manual effort.
- Proactive Management: GIs enable clients to anticipate and address potential issues, such as late payments or delayed deliveries.
- Data-Driven Action: The GI provides readily available information to drive action and improve overall operational efficiency.
The podcast concludes by encouraging Acumatica consultants to embrace the platform’s capabilities and seek support from experts like Tayana Solutions. Their expertise and willingness to share knowledge can help consultants unlock Acumatica’s full potential and deliver exceptional results for their clients.
Note: The podcast encourages listeners to contact Tayana Solutions at 678-910-2774. This contact information is provided in the source material, but it is recommended to independently verify this information.