Challenges
A client using Acumatica Cloud ERP needed to change the field name “Customer Order Number” to “File Number” on the AR Invoice screen. This change was necessary to align the system with the client’s terminology and streamline invoice processing.
Solution
A customized solution was implemented using Acumatica’s built-in Customization Package functionality.
Steps Taken:
Create a Customization Package: A new customization package was created within the Acumatica system.
Visual: Screenshot of the customization package creation screen.
Add the AR Invoice Screen: The AR 301000 screen (corresponding to the AR Invoice screen) was added to the customization package.
Visual: Screenshot of the screen selection process within the package.
Select the Target Field: The “Customer Order Number” field was located and selected on the AR 301000 screen layout within the customization package.
Visual: Screenshot highlighting the field selection within the screen layout.
Customize Attributes: The “Customize Attributes” option for the selected field was accessed.
Visual: Screenshot showing the “Customize Attributes” option.
Rename the Field: The field name was changed from “Customer Order Number” to “File Number” within the attribute settings.
Visual: Screenshot of the attribute settings where the field name is modified.
Save and Publish: The customization package was saved, and then published to apply the changes to the live Acumatica environment.
Visual: Screenshots depicting the saving and publishing actions.
Results: After publishing the customization package, the “Customer Order Number” field on the AR Invoice screen was successfully replaced with “File Number.”
Benefits:
Improved User Experience: The change aligned the system with the client’s preferred terminology, making it more intuitive for users.
Streamlined Invoice Processing: The consistent terminology simplified data entry and invoice management.
Enhanced Accuracy: By reducing confusion, the change minimized the risk of errors during invoice processing.
Tools and Modules:
Acumatica Customization Package: This tool provided a way to tailor the Acumatica system without altering the core code.
Visual: Image or icon representing the Acumatica Customization Package.
Accounts Receivable Module: The changes were implemented within the Accounts Receivable module, specifically affecting the AR Invoice screen.
Visual: Image or icon representing the Accounts Receivable module.
Example:
Consider a scenario where the client regularly receives invoices from a vendor who uses “File Number” as the primary reference. Previously, the client had to manually enter the vendor’s “File Number” into the “Customer Order Number” field, leading to potential confusion. After the customization, the client can now directly enter the “File Number” into the appropriately labeled field, ensuring data accuracy and consistency.
Consultant and Company: This solution was implemented by Tayana Solutions. Note that there is a discrepancy between the sources. Tayana Solutions is a leading provider of Acumatica implementation, customization, and support services. They have a team of experienced consultants who can help businesses optimize their Acumatica ERP systems.