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Streamlining Acumatica: Tackling Sales Order Data Corruption

This content details a case study on how Tayana Solutions resolved data corruption during sales order copy operations in Acumatica, ensuring data integrity and process efficiency. 

(a) Challenges: The Problem of Data Corruption

  • Customer Experience Issues: Customers reported significant problems when copying sales orders within Acumatica. This resulted in data corruption, with invalid line items and incorrect pricing, leading to a frustrating user experience. 
  • Data Integrity Compromised: The copy process led to sales order line records (SO line records) with missing or incorrect data. Examples included invalid inventory IDs and disrupted pricing. In some instances, pricing was completely zeroed out. 
  • Manual Intervention and Delays: The system required manual intervention to clean up the corrupted orders which caused delays in processing and impacted business efficiency. 
  • Customisation Conflicts: The root cause of the problem wasn’t a flaw in Acumatica itself but rather multiple customisations that interfered with Acumatica’s standard event processing, particularly during copy and paste operations. These customisations clashed like ingredients in a recipe, spoiling the final result. Specifically, the conflicts occurred with the SO line row inserted event, a trigger that fires off every time a new line is added to a sales order. 
  • Specific Example: When copying and pasting, the first line of a sales order might appear correctly, but subsequent lines could be missing the inventory ID and have zeroed-out pricing. 

(b) Solution: A Three-Step Approach to Data Integrity

  • Targeted Logic: The solution implemented by Mohammad Kalimashra, a software engineer at Tayana Solutions with 1.6 years of experience, involved using Acumatica’s copy-paste context to identify precisely when a copy operation was happening. This enabled the logic to execute only during copy-paste scenarios. 
  • Data Validation and Clean-up: Validation checks were added for inventory IDs to ensure they were always present. Any lines missing this crucial information were removed, preventing corrupted data from propagating. 
  • Adjusted Pricing Logic: The custom pricing calculation was fine-tuned to ensure that it did not interfere with Acumatica’s standard logic during the row insertion process. This ensures pricing is correct even after the copy/paste operation. 

Benefits and Advantages of the Solution 

  • Resolved Data Corruption: The implemented logic eliminated data corruption when copying and pasting sales orders. 
  • Improved Data Integrity: By validating inventory IDs and adjusting the pricing logic, the solution ensured the integrity of sales order data. This prevents inaccuracies and errors. 
  • Reduced Manual Intervention: With the solution in place, manual clean-up of corrupted orders is no longer required. 
  • Streamlined Processes: The solution streamlined the sales order processing, leading to increased efficiency and faster turnaround times. 
  • Customer Satisfaction: By solving the problem, the solution enhanced customer satisfaction by eliminating delays and frustration associated with corrupted sales orders. 
  • Robust and Sustainable: The solution was thoroughly tested with various copy scenarios, including user acceptance testing to ensure that it met the customer’s needs. The approach addressed the root cause of the issue, providing a sustainable fix rather than a band-aid solution. 
  • Expertise in Acumatica: The successful resolution demonstrates the expertise of Tayana Solutions in navigating complex Acumatica customisation issues. 

By implementing this solution, the company was able to streamline its sales processes, reduce errors, and improve overall efficiency. The case highlights the importance of careful planning and a deep understanding of Acumatica when implementing customisations, which can sometimes clash with the system’s built-in logic. The approach of Tayana Solutions, with its team of experts like Kalim, offers businesses a path to optimise their Acumatica implementation and resolve complex issues effectively. Tayana Solutions is the largest services partner with Acumatica Cloud ERP.