Coffee & Code: Episode Eight

This is the 8th episode of Coffee & Code – a monthly video podcast for Acumatica developers by Acumatica Developers! In this episode, we have Robert Waite a Developer MVP who was this past year’s Acumatica Developer of the Year with us sharing his secrets to his success – specifically around developer learning and practices he uses to stay on top of the Developer game. Enjoy the episode and happy… …

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How Acumatica Cloud ERP Made Scaling Easy for Customer Quality Material Handling

Quality Material Handling, Inc. is a growing family-run business. Their legacy ERP solution couldn’t handle their accelerating needs, so they found one that could: Acumatica Cloud ERP. The story behind family-run Quality Material Handling, Inc. (QMH) is inspiring. It began with Founder and CEO Hector Pinto sitting at a folding table underneath his staircase at home, creating what was to become a thriving full-service warehouse solutions provider. Unfortunately, the company… …

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Adding a Status to the Acumatica Mobile App Filter for Field Service

Assessing the Problem and the Solution The Acumatica Mobile App utilizes screen FS400100 to generate the Appointment List Menu Item. When Field Techs display this screen, they have two filter options: date range and staff member. Missing from the filters is a status to remove on hold, completed, closed, or canceled appointments. The goal: remove the clutter so Field Techs can focus on just the appointments they need. A quick… …

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Creating a New Notification in Acumatica

I recently received a new request from a client who wanted additional notification functionality on the sales order screen. They manufacture items for their customers on a made-to-order basis. In the manufacturing process, every item must be sent off to a single vendor for the finishing step. Therefore, it is important for them to make sure that the vendor knows about all incoming sales orders and promise dates so they… …

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Understanding ERP Price and What It Means for Your Organization

How to ERP Price Search An ERP solution replaces multiple, disconnected systems. It organizes and links all areas of a business and typically includes accounting, financial, CRM, supply chain, inventory, manufacturing (and more) applications. Such a single-system solution collects, stores, and synchronizes information, making it accessible to everyone in an organization in real time. It also streamlines business processes, promotes data-rich strategies, and increases overall efficiency. You’ve probably read these… …

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Continuing Our Commitment to Sustainability at Acumatica Summit 2022

Acumatica sustainability is not a “one-and-done” deal. It’s an ongoing commitment displayed in our daily operations and at our special events, including the upcoming Acumatica Summit 2022. At Acumatica, sustainability is a mindset.  We are proud to say we produce net-zero carbon emissions—a goal achieved, in part, by transitioning to a mixed remote and on-premises workforce in 2020. We are also pleased that, on average, we reduce our customers’ carbon… …

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Finding the Right ERP Software for Cloud Construction Management

The Importance of Construction-Specific ERP Software Construction firms looking to implement a cloud construction management solution should consider the difference between generic and construction specific ERP software. A generic product is designed to meet the broadest needs of the most customers. This is not necessarily bad, but the “one-size-fits-all” mentality restricts the product’s ability to meet specific needs. For example, a generic ERP may supply many features—e.g., CRM, project management,… …

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Making Enabled Approval Workflows Optional in Acumatica

Introduction Years ago, an approval process consisted of workers passing a paper form around the plant for any necessary approval to complete business processes.  Typically, these would go in intercompany mail envelopes, but urgent cases would be hand carried through the process.  In one case, a client would call all the stakeholders of one process together for a weekly meeting to review many requests and approve or reject each request… …

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From Prospect to Loyal Customer: How a CRM-ERP Integration Streamlines the Customer Journey

Every business has the goal of retaining customers, but not every business meets that goal. The ones that do? They’re operating with an integrated CRM-ERP solution. With so many products and services available, is it realistic for businesses to expect loyalty from customers? For businesses with a CRM embedded within their cloud ERP solution, it is. CRM-ERP integration: The what and the why CRM stands for Customer Relationship Management. It’s… …

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Setting Up Local Developer Instances of Acumatica

As a developer that deals with multiple clients using various versions of Acumatica, a challenge arises to manage them in a single development environment.  In older ERP implementations, this required a large set of Virtual Machines or a Windows Hyper-V platform where you clone or build operating systems to create individual virtual environments for each client.  As your client list grows and upgrades occur, this becomes unmanageable and unsustainable over… …

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