Tayana Solutions

Stop Wasting Time on Manual Data Entry: A Podcast About Acumatica Solutions

This video explores the common business problem of repetitive data entry in Acumatica ERP systems and highlights a solution developed by a senior software engineer. 

(a) Challenges: Repetitive Data Entry and Parent-Child Relationships in Acumatica

Managing data relationships can be a significant challenge for businesses using Acumatica. One common problem arises when dealing with parent-child relationships within the system. For instance, a customer may have numerous orders, and a project might involve multiple tasks. In Acumatica, these relationships are managed through data access classes (DACs). 

However, a key challenge was the absence of an automated method to connect this information. This meant businesses were forced to manually input the same information repeatedly. For example, when entering an order for an existing customer, all the customer information had to be re-entered manually. This manual process not only consumed valuable time but also increased the likelihood of errors. 

(b) Solution: The pxdb parent identity Attribute - Automating Data Connections

To overcome this challenge, Heracanth, a Senior Software Engineer at Tayana Solutions, developed a custom attribute called pxdb parent identity. This attribute acts as a behind-the-scenes link, automatically fetching necessary information from the parent record. 

How It Works: When a new child record is created, such as a sales order, the pxdb parent identity attribute automatically retrieves the required information from the corresponding parent record, like the customer details. This eliminates the need for manual data entry and saves businesses valuable time. 

Benefits:

  • Increased Efficiency: By automating data entry, businesses can save time and focus on more strategic tasks. 
  • Improved Accuracy: The automated process reduces the risk of manual errors, ensuring data integrity and reliability. 
  • Streamlined Processes: The solution simplifies data management, making it easier for businesses to manage parent-child relationships within Acumatica. 

About:

  • Heracanth: A Senior Software Engineer at Tyiana Solutions with over nine years of experience in ERP solutions, specializing in Acumatica. He has a strong track record of addressing complex ERP challenges and developing effective solutions. 
  • Tayana Solutions: The largest service partner for Acumatica Cloud ERP. The company is dedicated to assisting businesses in optimizing their processes and finding tailored solutions to enhance their operations. 

This video demonstrates how innovative solutions like the pxdb parent identity attribute can significantly improve data management in Acumatica, highlighting the value of partnering with experienced professionals and solution providers.