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Streamlining Vendor Management with Acumatica's Mass Update Feature

This page details how a client utilized Acumatica’s mass update feature to efficiently manage vendor records, saving time and improving data accuracy.

(a) Challenges

  • A client using the Acumatica ERP system faced difficulties managing a large number of vendor records.
  • The client needed to perform updates, such as standardizing currency to USD and marking certain vendors as inactive.
  • Manually updating each vendor record was time-consuming and inefficient, especially as the company grew.
  • The client realized they needed a faster solution due to the inefficiency of manual updates.

(b) Solution

  • The solution involved using the mass update feature within Acumatica’s generic inquiry tools.
  • The generic inquiry tool allows users to build custom reports and view data within Acumatica.
  • The mass update function can be enabled within these custom views.
  • This allows users to target and update groups of records at once based on specific criteria.
  • A custom view of all vendor records was created, and the mass update was used to change the currency and status fields.
  • The mass update feature works within Acumatica’s existing rules, preventing inconsistencies or errors.
  • The client was able to set the currency to USD for all vendors and flag specific vendors as inactive.
  • The mass update feature can be configured by accessing the generic inquiry for vendors, enabling mass record updates in the entry point tab, and defining the necessary fields in the mass update fields tab.
  • Updates can be executed using the update or update all actions.

Benefits/Advantages

  • The mass update feature saved the client a significant amount of time.
  • The process streamlined the vendor management process.
  • It improved data accuracy by standardizing the currency to USD and marking vendors correctly.
  • It demonstrates how Acumatica has built-in features that can greatly improve business processes when used correctly.
  • Tayana Solutions can help businesses streamline processes and find hidden features within Acumatica.

Dipak, an associate developer at Tayana Solutions, has extensive experience with Acumatica, including creating reports, generic inquiries, and customizations.