Maintaining Data Synchronization Between Sales Orders and Invoices in Acumatica
This video podcast addresses a common challenge encountered when customizing Acumatica, specifically the synchronization of data between the Sales Order and Invoice screens, and proposes a solution to ensure data consistency.
Challenges
When customizing Acumatica, you might encounter situations where changes made on one screen do not immediately reflect on another, creating data inconsistencies. For example, updating the “Approved Status” on a Sales Order may not instantly update the corresponding Invoice. This lack of synchronization can lead to confusion and errors during invoice processing, as the Invoice screen may not accurately reflect the approved status of the Sales Order. This issue stems from caching mechanisms within Acumatica, where a temporary copy of the data is stored and may not be updated immediately after changes on other screens.
Solution and Benefits
To address this synchronization issue, you can implement a custom logic using a Row Persisted event in the Sales Order graph. This event triggers when changes are saved to the Sales Order, allowing you to execute custom code. In this case, the custom code checks if the user-approved status has been modified. If a change is detected, the corresponding invoice’s approved status is updated accordingly. Finally, the cache is cleared to ensure that the Invoice screen displays the most up-to-date information.
Benefits of Implementing this Solution:
- Data Consistency: By synchronizing the approved status between the Sales Order and Invoice screens, data consistency is maintained, preventing confusion and potential errors.
- Effective Tracking: Accurate synchronization enables efficient tracking of invoices and sales orders, streamlining business processes.
- Improved User Experience: A seamless flow of information between screens enhances the user experience, making the system more intuitive and reducing frustration.
Contact Tayana Solutions at 678-910-2774 for assistance with Acumatica implementations, customizations, and support.