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Unlock Hidden Efficiencies with Acumatica's Generic Inquiry Tool

This page details how to solve major data entry nightmares using Acumatica’s Generic Inquiry tool, which can be used to update records in bulk, streamlining processes and saving time.

(a) Challenges

Many businesses face the daunting task of correcting errors in large datasets, such as when hundreds of bills have the wrong posting period. This can turn into a major data entry nightmare, requiring manual correction of each individual record. This is a tedious, time-consuming process that is prone to human error.

(b) Solution

The solution lies in leveraging Acumatica’s Generic Inquiry feature, which can be used to update records in bulk.

  • Create a Generic Inquiry: First, create a generic inquiry targeting the specific bills that need updating and include the post period field in your inquiry results.
  • Enable Mass Record Updates: Acumatica allows you to enable mass record updates on your generic inquiry, transforming it into a powerful editing tool.
  • Input the New Value: A new column appears next to each field, where you can input the correct value. For example, to correct an incorrect posting period of 01/2024, you would input the correct period, 02/2024, in that column.
  • Bulk Update: Once the correct value is entered, the system will update all the identified records at once, eliminating the need to change each bill individually. This method works when the bills are in a balanced state, which helps ensure that no errors are introduced during the update process.

Benefits/Advantages:

  • Time Savings: This method saves significant time by allowing for bulk updates rather than individual corrections.
  • Error Reduction: The balanced state requirement ensures data integrity by preventing errors during the update process.
  • Versatility: This technique isn’t limited to just posting periods; any field on a bill in a balanced state can be updated this way.
  • Efficiency: Streamline data entry tasks and improve overall efficiency.
  • Uncovering Hidden Gems: Consulting with experts like Tayana Solutions can help you uncover hidden gems within Acumatica and maximize its potential.

If you need expert help applying these techniques to your business, contact Tayana Solutions, which has a team of experts who can provide customized guidance and help you streamline your processes.