Acumatica is built on a flexible framework, allowing for customization of existing reports without the need to rebuild them from scratch. This means that parameters can be added to existing reports to give users more control over the data. 

Case Study: Customized Inventory Valuation Report 

This case study showcases how a customized inventory valuation report was created to address the challenge of extracting data for a specific date range. 

Implementation 

• Added input fields for start and end dates to the report. 

• Modified the report’s logic to filter data based on the inputted dates. 

• This involved some coding, but was not overly complex for an experienced consultant. 

Benefits 

The customized report provides several benefits: 

• Increased Control: Users can input any start and end date, gaining greater control over the data they see. 

• Precise Data Analysis: Clients can obtain precise data for specific periods, such as a holiday season, enabling better analysis of inventory performance during peak seasons. 

• Enhanced Insights: Clients gain deeper insights into their inventory and its overall performance. 

The Takeaway 

Customizations like these can significantly enhance the way clients use and interact with Acumatica, tailoring the system to meet their specific needs. If you face similar challenges, consider seeking expert help to unlock the full potential of your Acumatica system. Tayana Solutions specializes in customizing Acumatica, offering solutions for reports, workflows, and more. 

Contact Tayana Solutions today at 678-910-2774 to discuss how they can help you optimize your Acumatica experience.