• A software engineer used the customization features within Acumatica to address this problem. We targeted the AR invoice entry graph, which is like a flowchart that maps out all the steps for releasing an invoice.

• We overrode the standard release function with custom code that she wrote. we added a check that compares the invoice date with today’s date and the next day’s date. If the date does not match either of those, the system throws an error message and stops the release.

• This solution prevents accidental time-traveling invoices from messing up the books.

• The custom code was tested thoroughly in a controlled environment to ensure reliability before being deployed to all users. Good coding practices and version control systems allowed for tracking all changes and the ability to revert if needed.

• The process of implementing the solution was straightforward: write the code, build the project, publish it, and deploy the changes, thus activating the new logic for all users.

• The primary benefit is that the business gained more control over its processes and didn’t have to wait for a software update or rely on outside help. The business was empowered to solve this problem directly.

• The approach can be applied to many other areas within the business and it demonstrates how a bit of technical knowledge can go a long way.

• Customized solutions like this can be tailored to a huge variety of problems.

Final Thought: Consider what other processes in your business could benefit from automation or customized control. If you are facing similar challenges, Tayana Solutions are experts at tailoring Acumatica to fit your unique business needs.