Category Archives: Acumatica Customization

How to Create and add User-defined field Attribute in Acumatica screen

User-defined attributes provide a way to create custom fields within Acumatica screens and tables. These fields can be of different data types, such as text, numbers, dates, checkboxes, dropdown lists, and more. User-defined attributes can be added to various areas of Acumatica, including master data screens (e.g., customers, vendors, items), transactions (e.g., sales orders, purchase… Read More »

Various Date Function in Acumatica

Introduction:  Acumatica supports various date functions. In this blog, we will learn how to use various date Functions of Acumatica that can be used while printing Reports and Displaying GI. In this example we shall demonstrate the date functions usage in Generic Inquiry. DateDiff function:- The DATEDIFF() function returns the difference between two dates. To… Read More »

How to change field size in Acumatica

Acumatica is one of the most user–friendly ERP software applications. Acumatica provides many features to the users to ease of the use of an application. Many times, we came across the scenario where we require to save larger data into the field than the assigned length of the field. It is certainly possible by using… Read More »

WebHook Configuration in Acumatica.

By using the webhook configuration we can easily send POST requests to Acumatica ERP. From this we can keep update of records that are Created, Deleted. To do this, you need to create a new custom project for instance Webhooks Configuration and Publish it. On Publish of the customization Project need to create an Extension… Read More »

How to assign a business account to user in Acumatica?

To customize this screen using Acumatica Customization Browser, you should create an admin Portal user who is associated with the business account. Allow roles Customizer and Portal Admin for External User Type. You need to check Guest Role for these two in order to add here. Login to ERP using admin credential, navigate to User Roles screen (SM201005), and… Read More »

Increase Column Length in Acumatica

Acumatica is one of the most user-friendly ERP software applications. Acumatica provides many features to users to ease their use of an application. Many times, we came across the scenario where we require to save larger data into the field than the assigned length of the column. It is certainly possible by using the “Increase… Read More »

Customization Approaches in Acumatica

Acumatica ERP has the ability to customize and integrate with third-party applications. Acumatica Customization makes Cloud ERP more user-friendly and fulfills the business needs as per user requirements. From Acumatica customization, we can create and/or edit new screens, existing screens, GIs, Inquiry forms, reports, import/export scenarios, mobile applications, web service endpoints, etc. Acumatica Cloud ERP… Read More »

Acumatica Summit 2023 -Putting together years of skilled expertise to make it a striking maiden visit!

We’re excited to announce that we’re coming to the Wynn Hotel in Las Vegas, NV, for the 2023 Edition of the Acumatica Summit. The 6-day seminal event is going to be more grandiose than ever before where customers, partners, and industry analysts will be under one roof to discuss, gain insights, share knowledge, and what… Read More »

Changing Display Name of the field in Acumatica

Acumatica ERP provides simple options for customization as per the user’s need to ease out the working environment. Acumatica has a set of pre-defined labels/display names of the fields based on the ERP terminologies. These names are not specific to the business process and there is always a need to change them to make the… Read More »

Multi-Currency setup and payment processing with currency rates in Acumatica

Acumatica has introduced a feature of multiple base currencies. The feature is available in the financial module where we can automatically compute realized and unrealized currency gains and losses, perform account revaluations and translate complete financial statements Enable Multi-Currency Accounting Features: Navigate to System Management > Licensing > Enable/Disable Features. The initial step would be to enable… Read More »