Tayana Solutions

Acumatica Customization Quirks: Troubleshooting Unexpected Results

This video content explores the challenges and solutions encountered when customizing Acumatica, a cloud-based ERP software, using a real-world case study. 

Challenges: Unexpected Behavior in Customized QC Orders

When customizing Acumatica, seemingly straightforward modifications can lead to unexpected issues during testing. A client wanted to add functionality allowing updates and sign-offs on multiple Quality Control (QC) orders from a related tab within the main QC order screen. A pop-up grid was used to display the related QC orders, enabling users to select those needing updates. 

During testing, the following issues arose: 

  • Duplicate records appeared in the pop-up grid. 
  • Clicking on a hyperlink in the grid consistently opened the first record, regardless of which record was selected. 

These issues stemmed from the complexities of pop-up grids and unbound data within Acumatica. 

Solution: Attention to Detail in ASPX Code

After thorough debugging, focusing on record insertion logic, hyperlink behavior, and ASPX attributes, the root cause was identified: two missing attributes in the ASPX code for the grid.

The missing attributes were: 

  • Screen ID property: This attribute specifies which screen the hyperlink should open. Without it, the system defaulted to the first record. 
  • Selector in the data access logic: This ensures the correct data is retrieved. Its absence led to duplicate records. 

Adding these attributes resolved the issue, demonstrating the crucial role of meticulous attention to detail in Acumatica customizations. 

Benefits of Expert Assistance

Acumatica customizations, while powerful, can present unexpected challenges. Even minor errors can significantly impact functionality. Engaging a team of experts like Tayana Solutions offers several benefits: 

  • Experience in identifying and resolving issues: They possess the expertise to quickly diagnose and fix problems, saving valuable time and frustration.
  • Prevention of major problems: Their knowledge helps identify potential issues early on, preventing them from escalating into larger complications. 
  • Focus on implementation and business processes: By handling complex customizations, they free up internal resources to concentrate on other aspects of implementation or business operations. 

Tayana Solutions, with their team of skilled Acumatica consultants, can provide the support needed to navigate these intricate customizations and ensure successful project outcomes.