Tayana Solutions

Unlocking Acumatica: Making Notes Appear on Printed Reports

This video explores the challenge of providing real-time updates through printed documents and how Acumatica can be used to create a solution with dynamic QR codes. 

(a) Challenges:

  • Clients often require specific functionalities that may seem impossible to achieve within the confines of standard software capabilities. 
  • Integrating real-time data updates with static printed materials presents a significant hurdle. 
  • Standard QR codes typically link to a single, static URL, making live updates challenging. 

(b) Solution and Benefits:

The Approach:  

  • Utilize Acumatica’s Generic Inquiry tool to build a dynamic query that fetches the latest shipment data for specific orders. 
  • Generate QR codes containing a unique identifier instead of a direct URL. 
  • When scanned, the code triggers a custom API call back to Acumatica. 
  • The API leverages the unique code from the QR code to retrieve live data from the Generic Inquiry. 

Advantages: 

  • Real-time Updates:Clients can access the most up-to-date shipment information directly from printed invoices.
  • Enhanced Customer Experience: Provides a seamless and convenient way for customers to stay informed.
  • Hidden Connection:Creates a bridge between physical documents and live Acumatica data.
  • Showcases Expertise: Demonstrates the ability to leverage Acumatica’s components in innovative ways.
  • Expands Possibilities: Encourages exploration of creative solutions to seemingly impossible client requests.

Contact Tayana Solutions at 678-910-2774 for expert assistance with your Acumatica customization needs.