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Automate Your Way to Success: Unlocking Efficiency with Acumatica

This podcast spotlights Aishwarya, a functional consultant with a decade of experience in ERPs, and how she leverages Acumatica’s built-in features to automate business processes, specifically focusing on streamlining credit hold releases for sales orders. 

(a) Challenges

Many businesses face bottlenecks due to manual processes, such as releasing sales orders from credit holds. These tasks are often time-consuming, error-prone, and can significantly delay order fulfilment. Manually checking and updating order statuses requires staff to dedicate valuable time to repetitive administrative work, hindering overall productivity. 

(b) Solution: Automating Credit Hold Releases with Acumatica

Aishwarya highlights how Acumatica’s capabilities can automate this process without needing custom code. Her solution involves utilising two key features: 

  • Generic Inquiry (GI): Aishwarya creates a customised GI that gathers relevant data, including customer details, credit hold status, order information, and dates. This provides complete visibility into the sales order process. Within the GI, she incorporates a formula to calculate a new request date, set for one day after the current date, effectively acting as an automated trigger. 
  • Business Events: Acting as triggers, business events are set up to initiate actions based on specific conditions. Aishwarya links a business event to the GI, so when a customer’s credit hold is lifted and their information is added to the GI, it sets off a chain reaction. The business event extracts data from the GI, targeting sales orders of a specific type (SO) that are currently on hold. It then updates the request date using Aishwarya’s formula and triggers the “release from hold” action, automatically releasing the order without manual intervention. 

Benefits of Automation: 

  • Time Savings and Increased Efficiency: By automating the credit hold release process, businesses can significantly reduce the time and effort required for manual intervention. This allows staff to focus on more strategic tasks, improving overall productivity. 
  • Error Reduction: Automating processes minimises the risk of human error, ensuring accuracy and consistency in order processing. 
  • Improved Customer Satisfaction: Faster order fulfilment leads to happier customers and strengthens business relationships. 
  • Scalability and Flexibility: The solution can be adapted to automate other manual tasks within Acumatica, beyond just credit hold releases. This adaptability allows businesses to continuously streamline their processes and improve efficiency as they grow. 

Aishwarya’s example demonstrates that even without coding expertise, businesses can leverage Acumatica’s built-in tools to achieve powerful automation. Tayana Solutions, the largest services partner for Acumatica, specialises in helping businesses implement and customise Acumatica. They have a team of experts, like Aishwarya, who can guide businesses in identifying areas for automation and developing tailored solutions. By embracing automation and seeking expert guidance, businesses can unlock new levels of efficiency and achieve significant improvements in their operations.