Tayana Solutions

Distribution Management

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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Addressing Invoices Stuck in Hold Status for Over 5 Days

Unlocking Acumatica’s Potential: Streamlining Your Business Processes https://www.youtube.com/watch?v=RgF-KfFcAXY This content highlights common challenges businesses face with their Acumatica systems and how tailored solutions can optimize efficiency. (a) Challenges Many businesses

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Resolving Sales Order Data Corruption During Sales Order Copy Operations in Acumatica​

Streamlining Acumatica: Tackling Sales Order Data Corruption https://www.youtube.com/watch?v=XKqT_MERfng This content details a case study on how Tayana Solutions resolved data corruption during sales order copy operations in Acumatica, ensuring data

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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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Automated Invoice Sending for Specific Customer Classes

Escape the Invoice Drowning: Automate with Acumatica https://www.youtube.com/watch?v=puqnDRFz2P8 This podcast explores how businesses can use Acumatica’s Business Events feature to automate manual processes, like sending invoices to specific customer classes,

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Budget Upload and Scenario Planning for Multi-Currency Branches​

Conquering Multicurrency Financial Management: A Case Study https://www.youtube.com/watch?v=neScim5x-8k This podcast explores the common financial challenges businesses face when dealing with multiple currencies and branches, and presents a solution implemented for

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Import scenario to update vendor class of an existing vendor, give the confirmation prompt using the import scenario

Unlocking ERP Efficiency: How a Hidden Setting Saved Thousands of Hours https://www.youtube.com/watch?v=DS8m84N513M This page explains how a seemingly simple vendor update task turned into a complex challenge and how a

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Streamlining Shipment Processes in Acumatica with a File Upload Solution

Say Goodbye to Manual Data Entry: Effortlessly Upload Shipment Data in Acumatica https://www.youtube.com/watch?v=FZAwsStvx9g Discover how a custom solution developed by Tayana Solutions addresses the common challenge of manual data entry

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