Unlocking Acumatica's Potential: A Case Study in Customisation
This video looks into the power of Acumatica customisation, highlighting how elegant solutions can be created without complex coding.
(a) Challenges
An ATM servicing and reselling company needed a custom report, specifically a receipt label, to track parts during disassembly. The challenge was that Acumatica didn’t allow access to this report directly from the disassembly screen where technicians needed it most. This lack of direct access created workflow inefficiencies and potential frustration for users.
(b) Solution and Benefits
Instead of resorting to time-consuming and expensive custom coding, Ranjith, an Acumatica consultant, used Acumatica’s built-in customisation tools to solve the problem.
The solution involved:
- Adding a new action button directly to the disassembly screen, acting as a shortcut to the custom report.
- Linking the action button to the custom report and using parameters to ensure the report automatically used the correct data based on the user’s current task. This eliminated the need for manual data entry or searching.
- Configuring the report to open in a new tab so users wouldn’t lose their place on the disassembly screen, ensuring a smooth and intuitive user experience.
Benefits:
- Efficiency: The direct access to the report from the disassembly screen streamlined the workflow for technicians, saving them time and effort.
- Accuracy: The use of parameters ensured the report always used the correct data, reducing the risk of errors.
- User-friendliness: The solution was designed to be simple and intuitive, minimizing user frustration and improving overall satisfaction.
This case study demonstrates that Acumatica’s existing customisation features can often provide elegant solutions to unique business needs. By understanding the user’s workflow and leveraging Acumatica’s flexibility, it’s possible to create custom solutions that are practical, efficient, and user-friendly.