Engineering Software

The Benefits of using Cloud ERP for Consulting Engineers powered by Acumatica - Fast & Easy Closes

The Benefits of using Cloud ERP for Consulting Engineers powered by Acumatica - Fast & Easy Closes

One of the challenges for any business is to get good reliable information to make the right decisions in a timely manner. Closing the month quickly is one of the key elements that allows the business to have that reliable information.

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.

Apply Colours to Dashboard Chart Widgets in Acumatica Cloud ERP

Apply Colours to Dashboard Chart Widgets in Acumatica Cloud ERP

A sales manager has several bar charts on his dashboard and noticed the colours assigned by Acumatica are not consistent across all charts. He wants to make them visually cohesive the same way he can vary the colours of same-series data in Excel.

Use Simple Scenario to Update Records in Acumatica Cloud ERP

Use Simple Scenario to Update Records in Acumatica Cloud ERP

A customer wanted a ‘quick and dirty’ way to update master data without setting up Data Providers and Import Scenarios. The solution I’ll discuss today is called Simple Scenario. With simplified scenarios, you skip to the Import by Scenario form and run the import procedure on the form.