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Acumatica Customization: Solving the Customer Ref Number Length Dilemma

This video discusses a common challenge faced by Acumatica consultants: customizing the length of the customer reference number field based on different customer types. 

(a) Challenges

  • Acumatica consultants often encounter client requests to customize the platform to meet specific business needs. 
  • One challenge is limiting the length of a field when different customers require different limits. For example, some customers may require an 8-character limit for the customer reference number field, while others require a 9-character limit. 
  • Simply setting one limit for everyone isn’t feasible in such cases. 
  • Calculation fields can further complicate matters as the calculation itself may exceed the set limit. 

(b) Solution and Benefits

An Associate Software Engineer at Tayana Solutions, Primala, developed a two-part solution for a client facing this challenge: 

  1. Attribute Level Limit: The maximum length of the customer reference number field was set to 9 characters at the package level. This ensures no entry can exceed 9 characters. 
  2. Code-Based Check: A message was added to the graph file to trigger if the calculated customer reference number for a specific customer type exceeded 8 characters. This functions as a safety net, ensuring data accuracy regardless of the customer type. 

Benefits of this approach: 

  • Flexibility: The solution accommodates the needs of various customers requiring different character limits for the customer reference number field. 
  • Reliability: By combining attribute-level limits and code checks, the solution ensures consistent adherence to business rules. 
  • Maintainability: The solution leverages Acumatica’s features and code adjustments, making it easy to understand and maintain. 

This case study highlights the importance of understanding the “why” behind client requests. Recognizing why different character limits were necessary was crucial in developing an effective solution. Tayana Solutions, with its team of experienced Acumatica developers, can help businesses navigate complex customization challenges. They can be reached at 678-910-2774 to discuss specific Acumatica project needs.