Tayana Solutions

Generic Inquiries (GIs): Customizable queries to extract and display data

Preventing Project Budget Overruns in Acumatica with Enforceable Budget Checks

Stop Project Budget Overruns in Acumatica https://www.youtube.com/watch?v=CU1cdrl6ik8 This page explains how a custom solution addresses the challenges of project budget management in Acumatica, offering a robust solution with significant benefits. […]

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Aligning Sales Data with Financial Year in Acumatica

Customizing Your ERP System: A Real-World Solution for Financial Reporting https://www.youtube.com/watch?v=WXwJ4N-Nolw This page will explain how businesses can overcome challenges with standard ERP systems that don’t align with their financial

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Add a new Navigation parameter and map with the column

Boost Your Business Efficiency with Acumatica: A Case Study https://www.youtube.com/watch?v=XFMlGqlkR94 This page details how Tayana Solutions solved a common business challenge with a smart Acumatica solution, improving daily workflows and

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Updating the transactions using mass updation of fields feature in Generic Inquiry

Unlock Hidden Efficiencies with Acumatica’s Generic Inquiry Tool https://www.youtube.com/watch?v=82bNhvaUSzY This page details how to solve major data entry nightmares using Acumatica’s Generic Inquiry tool, which can be used to update

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Generic Inquiry to view the completed lines of the purchase orders for the specified period

Unlock Business Insights with Custom Reporting: Transforming Challenges into Clarity https://www.youtube.com/watch?v=aF-HZT2Mpp8 Discover how custom reporting, like Generic Inquiries (GIs), can provide a granular view of your business data, turning complex

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Mass update with Generic Inquiry in Acumatica ERP

Streamlining Vendor Management with Acumatica’s Mass Update Feature https://www.youtube.com/watch?v=eFbfPNhMy1c This page details how a client utilized Acumatica’s mass update feature to efficiently manage vendor records, saving time and improving data

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Revenue chart with two attributes in one column​

Unlocking Financial Insights: Combining Revenue and Margin in a Single Chart https://www.youtube.com/watch?v=CYzgDyDrlWQ This content explains how to overcome the limitation of Acumatica in displaying revenue and margin in a single

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Business Event set up: Inventory Adjustment to Inventory Transfer

Automating Inventory Transfers in Acumatica: Ensuring Accurate Stock Levels https://www.youtube.com/watch?v=t3PUYi_3XlA This page explains how to automate inventory transfers in Acumatica to maintain accurate stock levels across multiple locations when inventory

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Custom Code Implementation for AP Invoice Release in Acumatica

Unlock Your Acumatica Potential: Tailor Your AP Invoice Release Process for Optimal Efficiency https://www.youtube.com/watch?v=oaxOo0dzBeo Is your Acumatica accounts payable process almost perfect but missing those crucial, business-specific functionalities? This content

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