This content explores a solution developed by Tayana Solutions to address the challenge of inefficient workflows in Acumatica by embedding clickable URLs directly within the sales order screen.
Challenges:
- Users frequently had to navigate between Acumatica and multiple external websites to gather all the necessary information for a sales order.
- This constant switching between systems involved copying and pasting links and moving back and forth between windows, leading to wasted time and reduced productivity.
- Manually copying and pasting links from external sources was inefficient and prone to errors.
(b) Solution and Benefits
To streamline this process, Tayana Solutions developed a solution that embeds clickable URLs directly within the sales order screen in Acumatica.
- This solution involves creating a custom text-based field in Acumatica that generates the appropriate URL for each sales order.
- The generated URL is then displayed in the custom field as a clickable hyperlink.
- This eliminates the need for users to search the web, copy, and paste links, allowing them to access the necessary information with a single click.
Benefits of this solution include:
- Significant time savings during order processing: Users no longer waste time navigating between different systems and manually copying links.
- Enhanced navigation and workflow: The streamlined process makes it easier for users to access the information they need, improving overall workflow efficiency.
- Improved user satisfaction: The user-friendly interface reduces frustration and errors, leading to greater user satisfaction.
- Scalability and adaptability: The solution can be implemented for various workflows within Acumatica beyond just sales orders, addressing similar friction points in different processes.