This podcast highlights a common challenge faced by Acumatica users and showcases how a simple solution can resolve a seemingly complex problem.
(a) Challenges:
- Acumatica users may experience a workflow nightmare when they can’t access important notes or attachments related to bills and adjustments. This can lead to headaches with payments, approvals, and other crucial processes.
- Missing critical documents like contracts and invoices attached to bills and adjustments can hinder decision-making and create a sense of being lost in the dark.
(b) Solution and Benefits:
- The problem often stems from a simple configuration issue in the Generic Inquiry (GI) settings. Specifically, the notes and files columns may not be selected to be shown.
- A quick drag and drop in the GI settings can fix the problem, providing a simple solution to a complex-seeming issue.
- Benefits of this solution:
- Saves hours of troubleshooting.
- Provides a complete picture of the data.
- Enables smooth Acumatica implementation.
- Having an experienced Acumatica consultant, like those at Tayana Solutions, can be invaluable for identifying and resolving such issues quickly and efficiently. They offer a fresh perspective and deep understanding of the system to solve your Acumatica headaches.
Contact Tayana Solutions at 678-910-2774 for assistance with your Acumatica implementation.