Untangling Your Acumatica Workflow: A Deep Dive into Efficient Data Management
This podcast episode explores the common challenge of siloed data in Acumatica and showcases a real-world solution implemented by Mayuri, a technical consultant at Tayana Solutions.
(a) Challenges of Siloed Data in Acumatica
- Businesses often struggle with siloed data, where information is scattered across different systems and departments.
- Acumatica’s standard notes section, while useful, can be inflexible, making it difficult to share information between different parts of the system.
- This can lead to inefficiency and frustration, with employees wasting valuable time trying to locate crucial data.
- For example, call center agents may take detailed notes about customer issues, but these notes can become inaccessible to technicians working in a different part of Acumatica.
- This can result in longer service calls, delays, and decreased productivity.
(b) Mayuri’s Solution: Streamlining Data Access with Customization
- Mayuri, a Technical Consultant at Tayana Solutions, has helped over 200 businesses optimize their Acumatica ERP systems.
- She specializes in tackling various challenges, including those related to reports, generic inquiries, business events, security, and Power BI.
- In this case study, Mayuri addressed the siloed data issue by utilizing two powerful Acumatica features: PXNote attribute and getnote method.
- PXNote acts as a tag to identify specific notes within the system.
- Getnote method retrieves the tagged information and makes it accessible.
- By using these features, Mayuri can extract note data and display it in custom fields on relevant screens, such as the service order screen.
- This eliminates the need for users to switch between screens and search for information, saving time and improving efficiency.
Benefits of Mayuri’s Solution:
- Increased Efficiency: Technicians and other staff can access vital information directly on their primary work screen, reducing time spent searching for data.
- Improved Productivity: Streamlined workflows lead to faster service calls and task completion, boosting overall productivity.
- Enhanced Customer Satisfaction: Quicker resolution of issues and improved service delivery lead to happier customers.
This podcast episode highlights the importance of customizing Acumatica to fit specific business needs. If your software isn’t working optimally, consider seeking expert help from companies like Tayana Solutions to unlock greater efficiency and productivity.