Enhance Order Visibility with Field Rate Person in Acumatica
This podcast content addresses the common business challenge of tracking sales order fulfillment progress and presents a practical solution using Acumatica’s customization features.
a) Challenges
- Lack of Visibility: Determining the percentage of a sales order ready to ship was difficult in Acumatica, lacking a clear metric for fulfillment status. This made it challenging to track order progress effectively and prioritize orders.
- Manual Calculation: The absence of an automated calculation for the field rate person forced users to manually calculate it for each order, leading to wasted time and potential inaccuracies.
- Customer Communication Challenges: Without a clear understanding of order fulfillment progress, providing accurate updates to clients became difficult, potentially impacting customer satisfaction.
b) Solution and Benefits
- Custom Field Implementation: The solution involved creating a custom “Field Rate Person” field within the Acumatica sales order details screen. This field dynamically calculates the percentage of an order ready to ship based on whether a purchase order is actively being processed (Mark PO checkbox).
- Dynamic Calculation Logic: The calculation uses allocated quantity divided by open quantity when the Mark PO checkbox is checked, indicating active stock allocation. If unchecked, it uses available quantity divided by open quantity, reflecting potential fulfillment based on total stock on hand.
- Data Accuracy and User Friendliness:
To ensure data accuracy, the field is read-only, preventing accidental edits. The strategic placement of the field within the sales order details screen enhances workflow by providing immediate access to crucial information.
Benefits:
- Improved Visibility and Tracking: The custom field provides instant visibility into fulfillment progress, allowing for better order tracking and prioritization.
Efficient Order Management: The automated calculation eliminates manual efforts, saving time and improving efficiency.
- Enhanced Customer Communication: Sales and customer service teams can confidently provide accurate order updates, improving customer satisfaction.
Key Takeaway:
This case study highlights the power of leveraging Acumatica’s customization features to address specific business challenges and optimize workflows. By identifying pain points and thinking creatively, businesses can implement simple yet impactful solutions that improve efficiency, customer satisfaction, and overall business performance.