Acumatica Solutions: Enhance Company/ Branch selector structure creation in Acumatica
This video details how an Acumatica consultant solved the real-world business problem of managing tire inventory across different company branches, highlighting the challenges, the implemented solution, and the resulting benefits.
Challenges
- Lack of Organization in Acumatica for Managing Tires Across Branches: The existing Acumatica system did not provide the necessary organization for managing tires across different company branches, leading to confusion and deficiencies. This lack of clear visibility made it difficult to track which tires belonged to which branch.
- User Frustration and Inefficiency: Users faced difficulty in selecting and managing tires based on their company branches due to the lack of a user-friendly system. They were constantly checking tire assignments, which wasted time and increased the risk of errors.
Solution and Benefits
- Database and UI Customization: The solution involved adding three fields to the tire maintenance tag in the database: a TSOrganizationID, a TSBranchID, and a TSOrgBAccountID. These unique identifiers linked each tire to a specific branch. The user interface was customized to include a company branch selector, similar to other Acumatica screens, making the user experience familiar and intuitive.
- Improved Visibility and Control: This solution transformed a cluttered system into a well-organized one where each branch was organized with its own set of tires. This provided users with clear visibility of tire assignments and improved control over inventory management.
- Increased Efficiency and Productivity: By streamlining the tire management process, the solution increased efficiency and productivity. Users no longer had to waste time checking tire assignments, reducing errors and increasing overall efficiency.
- Enhanced User Experience: The familiar design of the company branch selector provided a smooth and intuitive workflow. The customized solution ensured that the system worked in a way that aligned with the users’ actual work processes, making it more user-friendly.
- Documentation for Future Reference: The entire process was documented, serving as a valuable resource for other Acumatica consultants facing similar challenges.
The Tayana solution highlights the importance of user-centered design, critical thinking, and collaboration in Acumatica consulting. By leveraging the platform’s flexibility, consultants can create customized solutions that address specific client needs and transform businesses. This podcast showcases the expertise of Tayana Solutions, a company specializing in Acumatica implementations and customizations. They can be reached at 678-910-2774 for consultations on how to leverage Acumatica to achieve business goals.