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Streamline Your Mobile Data Collection with Acumatica: A Real-World Solution

This page details a common mobile data collection challenge in Acumatica Cloud ERP and presents how Tayana Solutions helped a client overcome it.

(a) Challenges

Many businesses struggle with mobile data collection when their software doesn’t have the necessary tools. For example, a sales team using the Acumatica mobile app might encounter issues if the app lacks crucial fields for categorizing customers. In one specific case, a sales team was unable to categorize customers using a “customer class field” because it was missing from their Acumatica mobile app. This seemingly small issue can lead to significant problems, as it prevents real-time categorization of customers. The consequences include:

  • Increased Workload: More work is required later to update records.
  • Processing Delays: Inefficiencies can cause delays in processing data.
  • Analysis Difficulties: It becomes harder to analyze sales trends without proper categorization.
  • Difficulties in Adding New Customers: Technical issues can make it tricky to add new customers directly through the mobile app.

These challenges ultimately impact a company’s bottom line. The limitations of software can hinder productivity and efficiency, causing frustration among users.

(b) Solution & Benefits

Tayana Solutions, led by an experienced software engineer named Nor, took a user-centric approach to solve the problem. They first listened to the sales team to understand their frustrations and specific challenges. On the technical side, they found that the customer class field was not set up in the mobile customization project of the Acumatica app. The solution involved leveraging Acumatica’s flexibility and utilizing the mobile customization project tool. This tool allows users to tailor Acumatica to their needs by changing existing screens and adding new fields to the mobile app.

Here’s how Noor and her team implemented the solution:

  • Added the Customer Class Field: They added the customer class field to the customer screen.
  • Integrated into Mobile Layout: They made sure the field was in the right spot in the mobile customization layout.
  • Published and Synced: They published and synced all changes to the mobile devices used by the sales team.

By implementing this solution, Tayana Solutions resolved the immediate issue and provided several key benefits:

  • Streamlined Processes: The mobile team now has the necessary tools, making data collection more efficient.
  • Real-Time Categorization: The sales team can now categorize customers in real-time.
  • Improved Data Analysis: Accurate categorization makes analyzing sales trends easier.
  • Reduced Inefficiencies: Less time is spent on updating records later, saving time and effort.
  • Enhanced Productivity: With all the necessary fields, the mobile app is easier to use, saving time.

This example shows how a small change, through a few lines of code, can make a big difference. For those seeking to customize their Acumatica setup, this is a great example of what’s possible. While some users might try to implement similar fixes on their own, for more complex issues, a company like Tayana Solutions can provide the expertise needed to optimize processes and resolve difficult support cases.

Contact Information: To learn more about how Tayana Solutions can help your business, contact them at 678-910-2774 or book an appointment.