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Unlock the Power of Acumatica Customization: Deleting Fields and Streamlining Your ERP

Learn how Tayana Solutions helped an Acumatica customer overcome the challenge of permanently removing a field from their supplier screen, enhancing user experience and data management.

(a) Challenges

Many businesses using powerful ERP systems like Acumatica Cloud ERP find themselves in situations where standard functionalities don’t perfectly align with their unique needs. One such challenge arises when there’s a need to completely remove a field from a system screen, rather than just hiding it. In this real-world example, an Acumatica customer wanted to delete a field from their supplier screen. Their initial thought was to use an import scenario. While import scenarios are excellent for bulk updates, they are not the ideal tool for permanently deleting fields and precisely controlling visibility. This highlights the challenge of finding the right approach for specific customization requirements within a complex ERP system. The customer needed a method that went beyond simply concealing data; they wanted it entirely gone and with controlled access. This situation underscores the potential for cluttered screens and the need to ensure only the right people see sensitive data.

(b) Solution and Benefits

To address this challenge, Salman from Tayana Solutions, an associate functional consultant with five years of ERP experience specifically with Acumatica, and the Tayana team devised a more precise solution. Instead of a general import, they created a specific input scenario. Input scenarios are predefined steps for how Acumatica handles data, acting like templates for updates. The key to deleting the field lay in utilizing a “null function” within this input scenario. In simple terms, the null function tells the system to set a field to have no value, effectively deleting its content. By incorporating this null function into the custom input scenario, they were able to completely remove the field from the supplier screen.

This approach offered several significant benefits and advantages:

  • Complete Field Removal: Unlike simply hiding the field, the null function within the input scenario ensured the field was entirely gone from the supplier screen.
  • Precise Control over Visibility: Because the deletion was handled through a specific input scenario, the team had full control over visibility, ensuring the field was not only deleted but also no longer visible to users.
  • Cleaner Solution: This method proved to be a much cleaner and more effective solution than attempting to manipulate the system using a general import scenario.
  • Leveraging Existing Features: The solution creatively utilized Acumatica’s built-in functionalities, demonstrating the power of understanding the ERP system inside and out.
  • Improved User Experience and Efficiency: By removing unnecessary fields, the supplier screen became less cluttered, leading to a smoother user experience and increased efficiency.
  • Expertise and Problem-Solving: This case exemplifies how experienced consultants, like Salman and the team at Tayana Solutions, can leverage their deep understanding of Acumatica to find solutions for tricky and unique business needs. Tayana Solutions has a large team of experienced consultants who can assist with various customization challenges, working with both partners and customers.

This example highlights the importance of exploring the full capabilities of your ERP system and not being afraid to get creative and experiment. If your business faces similar challenges in customizing your Acumatica Cloud ERP, Tayana Solutions can provide expert assistance. You can contact them at 678-910-2774 to discuss your specific needs.