Acumatica Cloud ERP

Renaming a Workspace, Menu Item, Form, Action and Field, Part 1

Renaming a Workspace, Menu Item, Form, Action and Field, Part 1

In this series, I will go through the steps to dress up the User Interface (UI) so that you can choose labels to match the lingo of your industry/organization/team. Let me begin with something simple in Part 1 – Workspace.

Getting Multiple Approval Maps to Work Concurrently on an Entity in Acumatica ERP

Getting Multiple Approval Maps to Work Concurrently on an Entity in Acumatica ERP

I recently explored ‘stacking’ approval maps to address a customer’s business process requirement. The use case is to allow all approvers to be notified and move specific documents, such as Purchase Orders or AR Invoices, through approval ASAP. For starter, the steps in an approval map work sequentially. This results in one user (or workgroup) being notified when a step is triggered but approvers in subsequent steps will not be notified until preceding conditions have been satisfied. In other words, the customer wants the notification to reach different teams at the same time.

Using Conditional Statements, Part 2

Using Conditional Statements, Part 2

In part 1 of this series on conditional statements, Eric demonstrated the use of IF-THEN logic for filtering records. In this blogpost,he will discuss using conditional statements in Approval Map.

What is Case Management in Acumatica Cloud ERP?

What is Case Management in Acumatica Cloud ERP?

Acumatica CRM offers many useful and practical features. In my last blogpost I discussed setting up Outlook Integration to allow those users who spend a lot of time in their mailboxes to get two-directional data flow with Acumatica. In this blogpost, I’ll explore another CRM feature in Case Management.

Translate User Interface, Wikis and Reports in Multiple Languages

Translate User Interface, Wikis and Reports in Multiple Languages

Acumatica provides the functionality to use different languages for different companies, making it easy to translate user interface and wikis in multiple languages. For companies operating in different countries, this reinforces the benefit of involving all users (without per-seat licensing premium) and delivering better user experience.